关税压力之下，中国跨境卖家利润骤减，但部分海外华人却意外地多了条发财路子。 家庭仓第一桶金怎么赚的？ 半托管模式的崛起推高了海外仓需求。数据显示，2024年美国海外仓平均租赁价格同比上涨35%。相比 之下，家庭仓业主几乎没有租金压力，收费更低，受中小卖家青睐。 Lulu，一位居住在美国东部的华人，今年1月开始在家经营家庭海外仓。她把两个车库改造成仓储空 间。最初，她每天只有几单订单，还需要亲自跑邮局投递。 "我来（美国）一年了，买啥都是Made in China，才想着做这个业务，"她说。中国跨境电商在美国的扩 张让她看到了机会。 2024年起，主要跨境平台推动商家转向半托管模式。然而，除了亚马逊和Shein之外，其他平台尚未建 立自营海外仓，卖家需自行寻找第三方海外仓履约。高昂的仓储费用，让不少中小卖家对转型望而却 步。 进入2025年，关税与小包免税政策收紧，商家被迫寻找替代方案。不少海外华人从中看到了商机。 他们利用家里的车库、仓库甚至储物间，为中小卖家们提供仓储、一件代发、亚马逊换标服务。这 类"家庭海外仓"通常比传统第三方仓库更便宜、灵活，尤其适合商品体积较小、发货量有限的中小卖 家。部分商家也将其 ...

The de minimis exemption allowed many cheap products from websites like Shein and Temu to ship to the U.S. tariff-free. With the exemption eliminated, prices at low-cost retailers are expected to rise. https://t.co/zElqJdDHvU ...

Key Points - The article discusses significant events in the international expansion of various companies, highlighting trends and developments in the global market [2][3]. Group 1: Company Developments - TikTok Shop in the US has hired Autumn Communications as its public relations agency, with sales in the US increasing by 120% year-on-year as of mid-June [5][8]. - TikTok Shop's gross merchandise volume (GMV) in Indonesia reached $6.2 billion, a 39% increase year-on-year, while the US remains the largest market with $9 billion [10]. - Temu has captured 15.98% of the Mexican e-commerce market, surpassing competitors like Mercado Libre and Amazon [10][11]. - AliExpress is preparing a high-profile brand export project, aiming to launch before the Double 11 shopping festival, with aggressive growth targets [14]. - Meituan's food delivery service Keeta plans to pilot in Brazil in October, targeting a market worth $12 billion with an expected annual growth rate of 20% [15][17]. - Baidu has launched the "SnapEat AI" app for fitness tracking overseas, utilizing AI to provide nutritional information from food images [19]. - Bawang Tea has opened its first stores in the Philippines, expanding its international presence to seven markets [20][22]. - TOP TOY has opened its first store in Japan, achieving sales of over 11 million yen on the first day [25]. Group 2: Industry Trends - AI is increasingly becoming a partner for small and medium enterprises, with 63% of global SMEs adopting AI in trade [27]. - New cross-border e-commerce policies in China have eliminated the registration requirement for overseas warehouses, enhancing operational efficiency by 35% [28]. - The US AI startup Anthropic has banned Chinese companies from using its services, citing legal and security risks [30][32]. - Mercado Livre is entering the pharmaceutical retail sector in Brazil through the acquisition of a pharmacy, aiming to leverage its logistics network [35]. - The Mexican government plans to increase tariffs on Chinese goods, particularly in the automotive and textile sectors, to protect local businesses [37]. - The largest Korean fashion e-commerce platform, MUSINSA, is entering the Chinese market with plans to open over 100 stores by 2030 [38][40]. - B&Q, the UK's largest home and garden retailer, is opening its platform to Chinese sellers, creating new opportunities for cross-border e-commerce [42][43].

Group 1 - The Mexican government has increased tariffs on low-value imports to 33.5%, following the U.S. model, which is seen as a political gesture rather than an economic decision [1][3] - Despite the tariff increase, Chinese e-commerce platforms like SHEIN and Temu continue to see significant user growth in Latin America, with Brazil's users increasing by 2.5 times and Argentina's by 43 times [3][4] - The real impact of the tariff hike is on Latin American consumers, who face higher prices for goods, while local retailers benefit minimally [3][6] Group 2 - Latin American countries have seen a 40-fold increase in trade with China over the past 25 years, with six out of twelve South American countries having trade volumes with China exceeding those with the U.S. in 2023 [4][6] - The U.S. has faced its own challenges with tariff policies, as seen when Trump canceled the $800 tax exemption, leading to significant disruptions in the global postal network [6][8] - The ongoing rise of Chinese e-commerce in Latin America is attributed to supply chain efficiency, pricing power, and adaptability to local markets, indicating that tariffs may not effectively curb consumer demand [6][8]

Temu等中国电商平台在中南美地区的存在感提高（Reuters） 墨西哥政府针对Temu和SHEIN等，将对从中国等国家发货的小额商品进口关税提高到了 33.5％。自2024年11月特朗普胜选以来，墨西哥大规模查处了品牌仿冒品，并向特朗普展示 了相关成果…… 中南美各国为了应对来自中国的廉价商品通过电商平台出口的情况，纷纷取消进口时的免税 措施或提高关税额。随着电商用户的急速增加，以本国零售业为中心的产业界强烈要求加强 管制。不过，电商平台方面则通过增加当地生产等方式应对，销售势头并未减弱。 墨西哥征收33％关税，厄瓜多尔征税20美元 8月15日，墨西哥政府针对中国跨境电商平台"Temu"和"SHEIN（希音）"等，将对从中国等 国家发货、价值低于50美元的小额商品进口关税提高到了33.5％。1月，墨西哥取消了小额 进口免税制度，对未与墨西哥签订贸易协定的国家发出的商品征收19％的关税。 智利将废除41美元以下进口商品的免税政策，从10月起征收19％的关税。厄瓜多尔对小额货 物征收20美元的固定费用，乌拉圭也在探讨相关方案，考虑对除美国以外的海外电商网站超 出限定购买次数的低价商品征税。 在中南美，中国电商平 ...

Global Macro Environment Changes - The global economic growth is projected to be 2.3% and trade growth at 1.6% in 2025, influenced by complex international dynamics [6] - The imposition of a 10% tariff by the US on Chinese goods has led to a 2.6% increase in the median price of Chinese manufactured products [6] - The EU's cancellation of the €150 duty-free policy, along with rising logistics costs (8%-12%), advertising costs (CPC up by 9%), and return costs (30% of selling price), is putting pressure on merchant profits [6][7] Consumer Behavior Trends - Consumers are shifting towards more prudent shopping habits, with 89% focusing on product origin and favoring local brands [6] - 33% of consumers are reducing non-essential purchases, while 34% are opting for lower-priced brands [6][7] - The overall consumer sentiment is marked by a decline in willingness to spend on non-essential items due to rising costs [7] E-commerce Growth Projections - Global retail e-commerce sales are expected to grow from $5,090 billion in 2022 to $7,886 billion by 2028, driven by digitalization and increased internet and smartphone penetration [6][10] - 54% of the global population owns a smartphone, and 2.77 billion people shop online, indicating a significant market potential [10] Platform Strategies and Competition - Major platforms are enhancing their competitive strategies, with Amazon launching the Rufus AI shopping assistant and expanding its presence in Ireland, while Temu has entered over 70 countries [11][12] - TikTok Shop is also expanding into multiple markets, focusing on AI empowerment, low-price strategies, and traffic expansion [11][12] - The 2025 Prime Day event saw a record online consumption of $24.1 billion in the US, a 30.3% year-on-year increase, with Amazon's total sales growing by 4.9% [16][18] Insights from Prime Day - The Prime Day event was extended to four days, with over 80% of Prime members participating, reflecting a significant increase in consumer engagement [18] - The average household spent $156 during the event, with 63% of consumers making two or more purchases [20] - High-growth categories included back-to-school supplies, children's products, home essentials, and electronics [16][20] Future E-commerce Growth Strategies - Companies are advised to refine their consumer engagement strategies by targeting specific demographics and enhancing advertising effectiveness [6] - There is a need to explore emerging markets such as Latin America, Southern Europe, and the Middle East, where e-commerce retail sales are expected to grow at a compound annual growth rate of over 10% from 2025 to 2029 [6][10] - Establishing independent online stores in North America and Europe has shown significant sales growth, with year-on-year increases of 65% and 520%, respectively [6]

Summary of the Conference Call for Dajian Cloud Warehouse Company Overview - Dajian Cloud Warehouse operates a supply chain model that transports goods from Chinese factories to U.S. warehouses, showcasing them on a B2B platform for buyers to order directly from the warehouse, reducing inventory risk and improving SKU management [2][3] Key Points and Arguments Financial Performance - In Q2 2024, Dajian Cloud Warehouse reported a revenue growth of 4% year-over-year, with net income growth slightly above 10% [2][5] - The integration of Noble House has progressed smoothly, contributing more to profits than expected [2][5] - The company has repurchased approximately 10% of its outstanding shares, reflecting confidence in its growth [2][5] Impact of Tariff Changes - Tariff increases have a limited impact on furniture products due to their low value density and high logistics costs [2][6][7] - A projected gross margin decline of about 2.5% is expected due to tariff factors by Q3 2025, with plans to pass on costs through price increases [2][8] - Uncertainty from sudden tariff policy changes has disrupted supply chain management, causing businesses to hesitate [2][6][8] Supply Chain Front (SFR) Model - The SFR model allows sellers to send goods to U.S. warehouses before buyers place orders, reducing inventory risks for buyers and improving cash flow [3][4] - This model is particularly beneficial for non-standard products, enhancing revenue forecasting and inventory management [4] Market Expansion Plans - Dajian Cloud Warehouse plans to expand its U.S. market presence through acquisitions, particularly in offline channels, and is also looking for efficiency-improving targets in Europe [2][9][10] - The European market is growing rapidly, with a 60% year-over-year increase in Q2 2024, now accounting for about 25% of total revenue [10] Competitive Landscape - The U.S. overseas warehouse market is experiencing oversupply, leading to intense price competition and lower profit margins [11] - The company anticipates that this competitive environment will persist, affecting overall gross margins [11] Future Outlook - The company expects a slow growth rate for revenue and profits in 2025, with potential acceleration in 2026 if market conditions stabilize [16][17] - The correlation between U.S. real estate and furniture purchases remains strong, with potential for increased sales if interest rates decrease [15][17] Collaboration with Temu - Temu is viewed as a potential partner, with recent increases in non-standard product sales on its platform benefiting Dajian's B2B platform [13] Additional Important Insights - The company is actively monitoring potential changes in U.S. tariff policies under the Trump administration, which could impact future operations [8] - The furniture industry is under pressure due to a sluggish U.S. real estate market, which has historically affected furniture sales [15]

Core Insights - AliExpress is preparing a high-profile brand expansion project, with invitations sent to Fortune 500 and leading brands, expected to launch before Double 11 [1] - The shift from low-price competition to brand collaboration is seen as a potential solution to the profit decline faced by nearly half of cross-border e-commerce sellers in 2024 [2] - The brand expansion initiative aims to enhance the platform's brand positioning and has already shown success with previous brand plans, where 95% of participating brands achieved annual sales of over $1 million [2] Company Developments - AliExpress has previously launched a "Brand Going Global Plan," with a goal to support 1,000 new brands to achieve annual sales exceeding $1 million by 2025 [2] - The platform has seen significant sales growth from brands like Pop Mart, with a 300% year-on-year increase in the collectible toy category driven by the Labubu IP [3] - The introduction of "hourly delivery" services in the UK and the expansion of "overseas hosting" in multiple markets are part of AliExpress's strategy to enhance its supply chain and logistics capabilities [4] Financial Performance - Alibaba Group reported a 19% year-on-year revenue growth for its International Digital Commerce Group, reaching approximately 34.741 billion yuan (about $4.850 billion), with cross-border business being a key growth driver [5] - The CFO indicated that the core business revenue growth supports strategic investments, with a focus on optimizing resource allocation and increasing investments in instant retail and AI technology [6] - The competitive landscape in cross-border e-commerce is intensifying, with major players like Amazon and Shein enhancing their brand support initiatives, which poses challenges for AliExpress's new project [6]

Summary of Conference Call Records Industry Overview: Cross-Border E-Commerce and Tariff Updates Key Points - **Tariff Policy Challenges**: The Trump administration's tariff policy is facing legal challenges, with an appeal to the Supreme Court set for October 14. Current tariffs remain unchanged, with approximately $500 billion collected by U.S. Customs. If the administration loses, tariffs on Chinese exports to the U.S. could decrease by about 30% [1][2][4]. - **Impact on Exports**: In May, exports to the U.S. from China dropped by approximately 30%, particularly affecting companies heavily reliant on the U.S. market. The second quarter saw a significant decline in profits for these companies due to the tariffs [1][7]. - **Prime Day Performance**: The Prime Day event saw over 30% growth, driven by low-price strategies and early purchases of high-ticket items like winter heating equipment and furniture. Sales of back-to-school items surged, with some categories experiencing over 200% growth [1][9]. - **Small Package Direct Mail Tariffs**: The risk of tariffs on small package direct mail remains, with a policy extending until February 2026 that taxes packages at $200 each. Future heavy tariffs are anticipated, but specific details are yet to be determined [1][5]. - **Market Recovery**: After a decline in sales due to price increases averaging 20% from April to June, the market began to recover in July, with platforms like Temu starting to regain traction [12][13]. Legal and Regulatory Insights - **Court Rulings**: The U.S. Court of Appeals has restricted Trump's ability to impose excessive tariffs based on past legislation, emphasizing that tax authority lies with Congress. The current tariff structure is expected to remain stable until the Supreme Court's decision [2][6]. - **Potential Outcomes of Legal Challenges**: If Trump loses the appeal, tariffs could revert to pre-March levels, significantly impacting various industries differently. However, the 786 clause for packages under $800 is unlikely to be reinstated [4][6]. Trade Dynamics - **Transshipment Trade**: Transshipment is concentrated in Vietnam and Mexico, with Vietnam focusing on textiles and 3C accessories, while Mexico specializes in automotive and home appliances. However, Vietnam faces challenges due to increased regulatory scrutiny and rising costs [3][10]. - **Tariff Impact on Product Categories**: Major categories like machinery, textiles, and furniture are most affected by tariffs, with rates reaching as high as 79%. Conversely, products with strong domestic demand, such as fast-moving consumer goods, are less impacted [11]. E-Commerce Platform Performance - **Amazon's Market Position**: Amazon's growth rate has fluctuated, with a recent recovery to 10% in Q2 2025. The platform's FBA model allows sellers to mitigate tariff impacts, maintaining competitiveness despite rising costs [15][17]. - **Competitive Landscape**: Despite competition from platforms like Temu and Shein, Amazon retains a strong user base, particularly among middle-class consumers. High-ticket items have not seen significant sales declines, suggesting a stable outlook for Amazon's growth [16][18]. Conclusion The cross-border e-commerce landscape is currently shaped by ongoing tariff disputes and legal challenges, with significant implications for export dynamics and platform performance. Companies must navigate these complexities while adapting to changing consumer behaviors and regulatory environments.

Core Insights - The report provides a comprehensive analysis of the cross-border e-commerce industry, covering its definition, development history, industry chain, current status, and future trends [1][5][10]. Industry Definition - Cross-border e-commerce refers to international commercial activities where different customs entities transact through e-commerce platforms, utilizing electronic payment and cross-border logistics [11][34]. Development History - The industry has experienced three main phases: - **Nurturing Phase (2010-2013)**: Focused on personal purchasing [14]. - **Initiation Phase (2014-2017)**: Rapid growth supported by government policies and increased consumer purchasing power [15]. - **High-Speed Development Phase (2018-2023)**: Business models and service systems were refined, leading to market consolidation [16]. Industry Policies - The Chinese government has consistently supported the cross-border e-commerce sector, with policies such as tax incentives for export return goods and the establishment of comprehensive pilot zones [17][19]. Industry Chain - The industry chain consists of: - **Upstream**: Manufacturers, distributors, and brand owners, with Guangdong, Zhejiang, and Jiangsu as key supply regions [22][26]. - **Midstream**: E-commerce platforms (e.g., Tmall Global, JD Worldwide) and logistics providers (e.g., SF Express, Cainiao Network) [29]. - **Downstream**: Consumers, primarily young adults aged 18-35 and middle-class individuals [22][30]. Current Industry Status - The market is steadily growing, with the export cross-border e-commerce scale exceeding 75% in 2021. The B2C model is rapidly expanding, with a transaction scale of 3.3 trillion yuan in 2021 [1][9]. - The competitive landscape shows a significant Matthew effect, where leading companies dominate due to brand and supply chain advantages [9][10]. Representative Companies - Key players include: - **Temu**: Leverages Pinduoduo's supply chain for cost-effective offerings. - **SHEIN**: Focuses on fast fashion with a flexible supply chain. - **Shopee**: Targets the Southeast Asian market with localized operations [1][9]. Future Trends - The industry is expected to gradually recover, with trends towards branding, diversification, and refinement. The market will likely concentrate around leading players, and service providers in cross-border payments and SaaS will see significant growth potential [1][10][19]. - Overseas warehouses will become a core competitive advantage due to their ability to enhance logistics efficiency and reduce costs [1][10].