据了解，此前，淘宝天猫早在去年7月就率先松绑"仅退款"规则，打响行业"反内卷"，其后京东、快手 等电商平台相继进行规则优化。今年，淘宝持续优化营商环境，宣布治理AI假图、羊毛党和违规店 群，上线店铺真实体验分、佣金激励等相关举措，进一步促进行业回归良性竞争。 根据北京商报记者观察，目前电商平台售后一般设有"退款无需退货"和"退款退货"入口，"仅退款"政策 取消之后，平台或将只保留"退款退货"，"收到货"情形下退款是否退货将由商家与消费者协商决定。 在业内人士普遍看来，取消无序的"仅退款"有助于电商行业从低价竞争回归良性竞争，保障商家的经营 公平，释放消费活力，促进平台健康发展。 （文章来源：北京商报） 4月22日，北京商报记者独家获悉，拼多多、淘宝、抖音、快手、京东等多个电商平台将全面取消"仅退 款"，消费者收到货后的退款不退货申请，将由商家自主处理。 这意味着，"仅退款"在2021年时被拼多多率先推出，后在2024年时被京东、淘宝、抖音、快手等相关平 台相继引入，历时四年正式迎来落幕。北京商报记者还获悉，上述电商平台已就全面取消"仅退款"的相 关细节与管理部门进行了多轮商讨和修改，一旦审核完成即对社会公开宣 ...

Core Viewpoint - The article discusses how high tariffs imposed by the U.S. are creating two significant opportunities for Chinese e-commerce platforms, specifically the rise of white-label products and the growth of online sales channels despite increasing costs [5][10][14]. Group 1: Impact of Tariffs on E-commerce - The article highlights that despite rising tariffs, platforms like Taobao International and DHgate are experiencing increased downloads and visibility in the U.S. market [3][5]. - The imposition of high tariffs, such as a 145% increase, is leading to a shift in consumer behavior, where buyers are more likely to opt for white-label products over branded ones due to the increased price gap [10][14]. - The article suggests that the high tariffs are not uniformly detrimental; instead, they are creating a competitive advantage for certain e-commerce platforms that can adapt to the changing market dynamics [15]. Group 2: White-label and Online Opportunities - The first opportunity identified is the "white-label dividend," where the price difference between branded and white-label products is amplified due to tariffs, encouraging consumers to choose cheaper alternatives [10][14]. - The second opportunity is the "online dividend," where the price disparity between online and offline shopping increases, making online shopping more attractive to consumers despite rising prices [14]. - The article notes that the ability of Chinese manufacturers to accept smaller orders has become a strategic advantage in the face of high tariffs, allowing them to cater to international markets more effectively [15].

Core Insights - Chinese e-commerce platforms are rapidly gaining popularity in the U.S. market, with several apps ranking among the top downloads in the App Store [1][10][28] - The recent trade tensions and tariffs imposed by the U.S. have inadvertently fueled American consumers' desire to stock up on Chinese goods, leading to a surge in downloads of Chinese e-commerce apps [1][13][29] - TikTok has played a significant role in promoting Chinese manufacturers, revealing the true origins of luxury goods and driving consumer interest in purchasing directly from Chinese suppliers [2][5][10] Group 1: E-commerce Performance - DHgate, Taobao, and SHEIN are among the top five shopping apps in the U.S., with DHgate achieving a remarkable rise from 352nd to 2nd place in the App Store rankings [10][15][27] - As of April 16, 2023, Chinese apps occupy three out of the top five spots in the U.S. App Store shopping category, indicating a strong market presence [10][28] - DHgate's downloads surged to 11.75 million on April 13, 2023, marking a 732% increase compared to the previous 30-day average, with significant contributions from the U.S. market [15][17] Group 2: Consumer Behavior - American consumers are increasingly aware that many luxury items are produced in China, leading to a shift in purchasing behavior as they seek more affordable options [5][30][31] - The TikTok phenomenon has led to a "revelation" among consumers, with many expressing shock and interest in purchasing directly from Chinese manufacturers [5][8][32] - Despite tariffs, the prices of Chinese goods remain significantly lower than those of similar products in the U.S. market, reinforcing the appeal of Chinese e-commerce platforms [31][32] Group 3: Industry Dynamics - The trade policies and tariffs implemented by the U.S. have backfired, as they have not diminished the demand for Chinese products but rather increased it [3][31] - Chinese e-commerce platforms are leveraging their manufacturing capabilities and supply chain efficiencies to capture a larger share of the U.S. market [26][31] - The competitive landscape is evolving, with multiple Chinese e-commerce players vying for market share, which may impact individual performance but also presents opportunities for growth [26][32]

小马宋 . 小马宋战略营销咨询公司创始人，罗辑思维首席营销顾问。咨询过的品牌有：元气森林，瑞幸，得到， 云耕物作，babycare，半天妖，爸爸糖，南城香，云海肴，古茗，熊猫不走，隅田川咖啡，食族人，甜 啦啦，遇见小面，一只酸奶牛，苏阁鲜茶等。 大家好，我是小马宋。 以下文章来源于小马宋 ，作者小马宋 每年的春暖花开的时候，我们都会在杭州召开小马宋的年度案例大会。 一个是给大家汇报我们过去一年的工作成果。还有就是聊一聊这一年，我自己的一些感受和思考。 今年，我们的主题，叫做拥抱变化。 图片来源：公众号@小马宋 这几年，我们确实很明确感受到了变化，尤其这一周，我们感受更加地深刻。 橡树资本的联合创始人马克斯在最近接受采访时说了一句话：这是我职业生涯中，见过最大的一次环境 转变。 其实我也很想说这句话，可惜他比我提前说了，我就只好引用他的说法了。（笑） 今天大家在现场，有400多人听了我们前面讲的7个案例：可能会有这样的一个感觉，就是今天的这些 营销案例，并没有一套固定的解题思路。 比如，我们在服务1949的时候，我们其实想的是让它做什么样的午餐？以及怎么做才能获得优势？ 我们在做挪客的时候，去调研，我们更多是去 ...

Group 1 - Trump announced a delay in the TikTok transaction, stating it depends on China's stance and is contingent on resolving tariff issues first [6] - Taobao topped the app download charts in 16 countries, with a significant increase in overseas downloads, rising from 10.4 million to 32.6 million in just three days, a 222% increase [9] - Bawang Tea Ji listed on NASDAQ, with a first-day increase of nearly 16%, bringing its market value to $6 billion [13] Group 2 - Tencent plans to invest $1.5 billion in the Middle East and $500 million in Indonesia for cloud services, aiming to enhance its global digital ecosystem [12] - NineSight Intelligence completed nearly $300 million in Series B financing, focusing on product development and market expansion [30] - Dunhuang.com reported over 100% growth in GMV across 97 countries, with significant increases in various product categories [18] Group 3 - The signing of a memorandum between China and Vietnam aims to strengthen supply chain cooperation, enhancing trade and investment collaboration [23] - The first quarter of 2024 saw China's goods trade reach 10.3 trillion yuan, with exports growing by 6.9% [23] - The establishment of the "Cradle Outbound Service Center" in Hong Kong aims to assist SMEs in expanding into global markets [26]

Group 1 - A Chinese shopping app, DHgate, has recently ranked second in the free app download chart in the US App Store, only behind ChatGPT, with Taobao also making the top five [1] - DHgate's download volume surged by 800% month-on-month, with over 3,000 US wholesalers reportedly placing orders daily [2] - The rise of Chinese e-commerce platforms like DHgate and Taobao can be attributed to US government tariffs, leading American consumers to seek more affordable options [3] Group 2 - Social media platforms like TikTok and YouTube have seen a surge in interest in Chinese factories, with influencers showcasing products from these factories, including those supplying international brands [4] - Discussions on how to bypass tariffs to purchase affordable Chinese goods are gaining traction on overseas platforms, with one video on the topic receiving nearly 1 million views [4] - The OECD's report indicates that China dominates about half of the key nodes in global value chains, highlighting the deep reliance on Chinese manufacturing [4][5] Group 3 - China possesses a comprehensive industrial classification system, with a robust supply chain capable of producing high-quality, cost-effective goods [5] - In Q1 2025, China's foreign trade reached a historical high, with the number of private and foreign enterprises engaged in import and export activities also hitting record levels [5] - The popularity of Chinese e-commerce and manufacturing abroad reflects the resilience of China's supply chain and the deep dependence of global value chains on Chinese manufacturing [5]

美国人竟然熬夜刷中国电商Ap p囤货！ 本期《财经早察》来拆解中国电商Ap p在美国一夜爆火的原因。 出品：财经早察工作室 总统筹：邓红辉 执行统筹：陈晨星 祝乃娟 主播：董静怡 编辑：洪晓文，陆跃玲，曾婷芳 设计：王冰 本期编辑 金珊 苹果、特斯拉难了？美国关税战反噬巨头产业链 6G要来了！下一个万亿赛道？ 美债风波背后是美元信用危机 SFC 21君荐读 谁能想到，一场美国发起的关税大战，反而让中国的2个电商平台在美国一夜爆红。最近，跨 境B2B平台敦煌网和淘宝突然冲上美国Ap p St o r e下载榜前两名，甚至把Ch a tGPT都挤到了身 后。 ...

以下文章来源于最华人 ，作者华人作者团 最华人 . 有华人的地方，就有最华人。 关注华人商业领袖、创业者及商业案例； 洞察科技制造、品牌出海、产 业革新等。 "2022中国正能量网络精品"获得者。 作者： 喻汀 来源： 最华人 （ID： gh_71044192929a ） 万万没想到，对华关税持续加码，最先受益的，竟然是中国货！ 01 4月16日，美国白宫在官网的最新声明，由于中国采取报复性措施，美对华关税加征至245%！ 面对特朗普这损招，中国厂商自有办法，在 TikTok和小红书上来了一场"自曝战 "。 先是把自己给大牌代工的身份暴露了， 然后把 外国奢侈品的底裤都给扒了。 ● 图片来源：小红书@JerryNotTom 他们" 残忍 " 地告诉老外，你在花200美元甚至2000美元买的某大牌，全是在我这里拿的货， 而且一双只要20美元。 更用平静的口吻说出最扎心的事实，世界上超过80%的奢侈包包都是Made in China。 所谓的奢侈大牌，绝大部分都是从中国工厂出去的，然后再贴上品牌自己的logo，以高价卖给外 国人。 这在国内已不算秘密的秘密，让老外彻底破防了！ 不少老外隔着屏幕指着奢侈品牌的脑袋疑 ...

Core Insights - The demand for cross-border logistics is surging due to the increasing popularity of Chinese e-commerce apps overseas, particularly in the U.S. market [1][3][5] - The rapid rise in downloads of apps like Taobao and Dunhuang has led to a significant increase in cross-border package consolidation services, with the Cainiao app making notable gains in rankings [1][3][5] Group 1: E-commerce App Performance - Chinese cross-border e-commerce apps are gaining recognition in the U.S., with Dunhuang reaching the second position in the Apple App Store's free overall chart and leading in the shopping category [3][5] - Taobao's download ranking surged to first place in France and second in Canada and the UK, indicating a strong presence in Western markets [5] - Chinese apps occupy three out of the top five spots in the U.S. iOS e-commerce app rankings, showcasing their growing influence [5] Group 2: Logistics and Consolidation Services - Cainiao has launched cross-border consolidation services in regions like the U.S. and Singapore, allowing consumers to consolidate multiple packages for shipping [4] - The service enables consumers to track their packages throughout the shipping process, enhancing the overall logistics experience [4] - Cainiao's ability to merge multiple orders for shipment has become increasingly popular among overseas consumers, meeting the demand for bulk purchases from Chinese e-commerce platforms [4] Group 3: Industry Trends and Future Outlook - The cross-border e-commerce sector in China is robust, with over 120,000 entities and more than 2,500 overseas warehouses established [5] - The overseas warehouse model is expected to become a standard logistics solution for cross-border e-commerce sellers, driven by increasing market demand [5] - Companies are likely to shift from low-cost competition to brand development and global supply chain strategies in response to new policy environments and trade barriers [6]

千亿计划背后，拼多多增长的结构性革新。 特朗普发动的关税贸易战仍在进行。美国对中国出口商品加征的 "对等关税"，已经由 34% 连续增加 至 125%，总计叠加关税累计高达 145%，且 800 美元以下小包裹免税政策也将于 5 月 2 日起取消。 这种快速且剧烈的关税政策变动，同时给中美两国带来冲击。美国一直以来都是中国制造业的重要出 口市场，但在充满了高度不确定性的当下，供给侧短期转向国内市场成了必然选择，诸多内需刺激政 策正在讨论中。 但在长期出口导向型经济驱动下，中国成为 " 世界工厂 " 的同时，也形成了制造业 "以规模效益为核 心、以成本控制为优势" 的生产体系。这种模式虽快速占领了国际中低端市场，却也带来了矛盾。 其一，企业长期陷于 OEM 代工体系的路径依赖，品牌溢价与技术研发能力薄弱。这些工厂在很长一 段时间里，只要找到更便宜的出货渠道就能保证业绩的增长，既不缺订单也不需要花费精力创新，自 然没有升级产线、产品的动力。 但随着市场竞争逐渐激烈，因商品同质化而加剧的价格竞争使厂家的利润被不断摊薄，产品研发和品 牌建设难以开展，产品也缺少升级创新，产能过剩的同时，消费者依然有大量需求没有被满足。 ...