谈及跨境电商行业最直观的变化，Jason认为是合规化全面推行。 经济观察报 记者 钱玉娟 编者按：2025年，科技互联网的齿轮转动得比以往任何时候都要快。在技术洗牌的前夜，没有人敢停 下。 我们看到，大厂在算力和大模型应用里厮杀，电商在监管与合规的夹缝中重塑底线。做无人机的去卷扫 地机器人，一批公司蜂拥去做智能眼镜，整个硬件圈陷入了一种"无所不能"的集体幻觉与入口焦虑。 我们也看到，人形机器人刚踉踉跄跄地走出实验室，在车间干些零活，就迎来残酷的价格战；短剧告别 了一夜暴富的粗放模式，漫剧直接降维打击，头部内容公司既兴奋又不安。 这不再是写份PPT就能拿到千万融资的时代，技术、商业化场景和生态优势，丢了哪头都不行。活下 去，并且要硬核地活下去，成了2025年TMT行业的共识。 2025年开春，跨境电商老兵Jason决定走出去，带领投流团队拜访新加坡及马来西亚等地的本土卖家， 并熟悉东南亚主要国家的本地仓库。两个多月后，他租下了新加坡河畔金融区的一间写字楼，专职做起 了本地化业务。 跨境电商服务商Jason深耕外贸二十余年，在国内，他知道哪个产业带出货好，哪家工厂能做小单快 返；到了海外，他能把这些供应链能力精准 ...

Group 1 - Shenzhen's cross-border e-commerce "no-invoice tax exemption" registration module launched on February 1, allowing companies to handle registration electronically under the 9610 supervision model [2] - Shopee will upgrade its GMV (Gross Merchandise Volume) metric to "sales revenue" starting February 3, 2026, reflecting actual sales performance by excluding seller subsidies [3] - USPS introduced a new "DDP" (Delivered Duty Paid) service for international shipping, allowing senders to prepay import duties for packages sent to Canada, Germany, and the UK [4] Group 2 - Amazon will implement new FBA inventory removal and disposal fees effective February 15, 2026, charging per item processed instead of batch orders, while keeping rates unchanged [5] - Mercado Libre announced an upgrade to its US forwarding warehouse policy, allowing Chinese sellers to access sales permissions in five Latin American countries with simplified logistics [7] - Lazada will launch the Seller Promo+ Advantage (SPA) program on February 9, 2026, offering various benefits to participating merchants while increasing commission rates for non-participants [8] Group 3 - AliExpress requires Spanish sellers to complete the EU VAT registration by March 31, 2026, or risk losing sales permissions [9] - JD.com will launch its European retail platform Joybuy in March 2026, providing support for UK brands in the Chinese market [10] - Shopee Singapore will tighten its late shipment rate assessment, lowering the penalty threshold from 10% to 5% starting March 10, 2026 [11] Group 4 - Ozon will adjust its logistics and sales fee structure starting April 6, 2026, simplifying pricing and optimizing regional delivery efficiency [12] - Walmart introduced a "post-purchase review" program for third-party sellers, allowing them to incentivize buyers to leave product reviews [13] - eBay will implement a new refund voucher system for US sellers starting in 2026, providing formal tax documents for refunds [14] Group 5 - Shopee Brazil will adjust service fees and open free shipping services to all sellers starting March 1, 2026, while also introducing buyer incentives [14] - SpeedPAK announced its logistics arrangements for the 2026 Spring Festival, detailing service suspensions and resumption dates [15] - TikTok Shop in the US launched a "picture-text trailer" feature in February, allowing merchants to create sales content directly from product images [16] Group 6 - Amazon will introduce a "high return rate product" label on certain product pages starting February 16, 2026, to enhance transparency regarding return rates [17] - eBay launched a "Time Away" vacation setting tool for sellers to manage their store during the Spring Festival, allowing for pre-set vacation periods and sales options [19]

全球跨境电商圈，正加速洗牌。 "跨境一哥"亚马逊2025年新卖家注册量锐减。知名跨境电商研究机构Marketplace Pulse近日发布的报告 显示：2025年全年亚马逊新增卖家数量跌至16.5万，同比暴跌44%。这也是该机构自2015年开始统计以 来的最低纪录。 全球卖家阵营迎来"洗牌" 值得关注的是，亚马逊卖家结构也正在发生变化。中国卖家仍是新注册群体的"主力"，但有所下滑。据 Marketplace Pulse数据，中国卖家新注册数占比仍达59.9%，但出现四年来首次下滑，较2024年的62.3% 下降2.4个百分点。美国卖家在新注册卖家中的占比仅为16.3%，低于2024年的26.8%，呈持续下滑态 势。 与此同时，Temu等新兴电商平台"强势崛起"。国际邮政公司（IPC）最新发布的《2025年跨境电商消费 者调查》报告显示，2025年Temu在全球跨境电商销售中的市场份额达24%，与亚马逊持平，两家平台 合计占据了近一半的跨境销售额。除了Temu外，排名第三的SHEIN市场份额维持在9%，速卖通则为 8%。 跨境电商赛道是否已进入新旧势力博弈、存量厮杀的新阶段？此外，运营成本居高不下、头部卖家与中 ...

在跨境电商领域，一场静默的革命正在全球范围内悄然展开。1月13日，国际邮政服务机构国际邮政公司（IPC）发布《2025跨境电商消费者调查》。 拼多多旗下的平价电商平台Temu自2022年上线以来，全球市场份额已从不足1%飙升至24%，与美国电商巨头亚马逊持平，两家平台合计占据了全球跨境电 商市场的"半壁江山"。 这一数据不仅反映了跨境电商市场竞争格局的剧烈变化，更揭示了供应链模式重构、消费者偏好迁移以及全球贸易政策调整等深层次变革。 出品 | 网经社 撰写 | 无痕 审稿 | 云马 配图 | 网经社图库 IPC的《2025年跨境电商消费者调查》基于来自全球37个国家和地区的30,970名消费者数据，覆盖多个欧洲国家以及澳大利亚、加拿大、中国、墨西哥、新 西兰、韩国和美国等主要市场。 "2025年跨境电子商务调查显示，消费者对跨境网购的信心持续保持高位。"IPC首席执行官霍尔格·温克鲍尔表示，尽管2025年至2026年的海关政策变化正在 重塑全球电商供应链格局，但过去3年间，中国电商出口尤其是Temu平台的业务显著增长。 该调查显示，Temu与亚马逊在2025年的跨境电商交易份额均为24%，两家平台几乎平分秋色 ...

Industry Trends - In 2026, companies will focus on localized operations and technology-driven overseas warehouse systems, particularly in the U.S. market, enhancing operational efficiency through "micro-headquarters" that integrate marketing, customer service, and supply chain[1] - By 2025, 44% of Chinese companies have developed detailed plans for the Middle East, with 40% achieving profitability, indicating a shift from rapid expansion to meticulous cultivation in this market[2] - AI is reshaping marketing strategies, with over 70% penetration in influencer marketing and precise targeting, significantly improving brand exposure and sales[4] - The Chinese robotics industry is transitioning from product export to brand globalization, with a 54.9% increase in industrial robot exports in the first three quarters of 2025[4] Brand Dynamics - Alibaba's AliExpress aims to enhance brand globalization through overseas warehouse services, targeting a tenfold increase in GMV for participating merchants[13] - Pop Mart's overseas revenue surged from 137 million yuan to 5.593 billion yuan in four years, attributed to a shift from a distributor model to direct sales and the implementation of a cloud ERP system[14] - Jitu Express reported a 300 billion package volume in 2025, with overseas business accounting for nearly 30% of total operations, driven by a 67.8% growth in Southeast Asia[16] - The pet brand Vetreska achieved over $30 million in sales in two years by targeting North American middle-class consumers and utilizing localized marketing strategies[18]

继小米之后，1月22日，包括荣耀、倍思、努比亚等超50家行业头部品牌集体签约速卖通"超级品牌出海 计划"，借势平台出海。 继小米之后，1月22日，包括荣耀、倍思、努比亚等超50家行业头部品牌集体签约速卖通"超级品牌出海 计划"，借势平台出海。 ...

本次培训紧扣行业发展趋势与企业实际需求，特邀速卖通、阿里国际站金牌讲师、金融领域专家、法律实务大咖组成专业授课团队，为企业学员带来干货 内容。培训中，速卖通金牌讲师围绕平台选品策略、标题制作技巧、AI工具实操应用等内容展开讲解，帮助学员快速熟悉速卖通平台运营逻辑；阿里国 际站金牌讲师针对AI技术在跨境电商领域的深度应用，详解如何借助AI工具打通销路、抢占国际市场，助力企业掌握推广策略制定及爆款打造的关键方 法；民生银行跨境产品经理解读跨境金融产品服务方案，为企业出海之路提供资金保障；北京市鑫诺（潍坊）律师事务所专家聚焦跨境贸易合规经营要 点，帮助企业有效规避法律风险。 1月20日-21日，潍坊市跨境电商+AI知识培训成功举办。我市拟开展跨境电商业务的生产性企业、外贸企业及跨境电商新手卖家等共计90余人参加培训。 现场氛围热烈浓厚，参训学员们表示本次培训内容针对性强、实操性高，既解答了自身在跨境电商运营中的困惑，更明晰了AI技术赋能跨境贸易的新方 向，感到收获颇丰、受益匪浅。 下步，市商务局将持续完善服务保障，搭建更多优质培训交流平台，推动"跨境电商+产业带""跨境电商+AI"深度融合，推动更多"潍坊好品"走向 ...

Core Insights - Amazon's new seller registrations are projected to drop significantly in 2025, reaching 165,000, a 44% decrease year-over-year, marking the lowest level since 2015 [1] - Chinese sellers continue to dominate new registrations, accounting for 59.9% of the total, although this represents a decline from 62.3% in 2024 [1] - The market share of emerging e-commerce platforms is increasing, with Temu capturing 24% of global cross-border e-commerce sales in 2025, equaling Amazon's share [1][2] Group 1: Seller Registration Trends - The number of new sellers on Amazon is expected to fall to 165,000 in 2025, a 44% decline from the previous year [1] - Chinese sellers represent the largest share of new registrations at 59.9%, but this is a decrease from 62.3% in 2024, marking the first decline in four years [1] - The proportion of new registrations from U.S. sellers has dropped to 16.3%, down from 26.8% in 2024, indicating a continuing downward trend [1] Group 2: Market Dynamics - Over 60% of the top 10,000 sellers on Amazon were registered before 2019, highlighting the growing gap between established sellers and newcomers [1] - Temu's rapid growth is notable, as it reached a 24% market share in just three years, up from 1% at its launch in 2022 [2] - The top ten e-commerce apps collectively cover over 2 billion monthly active users, with Amazon leading at 651.7 million, followed by Shopee and Temu [2] Group 3: Seller Strategies and Challenges - Rising tariff costs and increased compliance requirements are discouraging new sellers from joining Amazon, while established sellers are reducing their investments on the platform [2] - Some sellers are diversifying their operations by exploring platforms like Temu and TikTok Shop, and are also establishing manufacturing bases in countries like Vietnam and Mexico to localize supply chains [2] - Sellers in Shenzhen are shifting focus from scale expansion to quality improvement, emphasizing the need for supply chain integration and multi-platform operations to survive industry changes [3]

Star Brands - Ma Liu Ji plans to expand its stores to 400-500 locations, currently operating over 240 stores with retail business accounting for 40% of its operations [2] - Hao Huan Luo opened its first overseas store in Kuala Lumpur, Malaysia, featuring over 50 SKUs with prices comparable to domestic offerings [3] - New Oriental Education appointed Chen Xingjia as a senior advisor with an annual salary of 1.5 million RMB, while committing to donate at least 1 million RMB annually to a charity fund [4] - Yuexiu Wind Industry launched its first store under the "Guangzhou Milk Company" brand, focusing on fresh milk from local farms [5] - Hormel Foods appointed Domenic Borrelli as the new executive vice president of retail business, effective February 23, 2026 [5] Consumer Platforms - A survey revealed that 87% of Amazon sellers plan to use AliExpress as a second growth curve for brand expansion [6] - IPC reported that Temu's international market share is expected to rise to 24% by 2025, up from 1% in 2022, matching Amazon's share [6] - eBay will adjust fees for enterprise sellers starting February 12, 2026, to support seller growth [7] - TikTok Shop's cross-border e-commerce in Southeast Asia is projected to double its GMV by 2025 [8] - Cainiao launched customized logistics services for non-e-commerce projects, marking a significant expansion in its service offerings [9] - Xiaohongshu introduced a new community guideline aimed at promoting positive interactions and preventing misinformation [10] - Douyin released a white paper on live streaming governance, highlighting improvements in compliance and safety measures [11] - SHEIN initiated a "zero-based" skills training program for unemployed graduates and workers in collaboration with local labor unions [12] Investment and Financial Reports - Junlebao Dairy submitted its listing application to the Hong Kong Stock Exchange, with CICC and Morgan Stanley as joint sponsors [14] - Mingming Henbang commenced its global offering, aiming to list on the Hong Kong Stock Exchange on January 28, with cornerstone investors including Tencent and Temasek [15] - Shuijingfang expects a revenue of 3.038 billion RMB for 2025, a decrease of 42% year-on-year, attributed to industry adjustments and high inventory levels [16]

Core Insights - The global e-commerce landscape is rapidly evolving, with cross-border e-commerce significantly altering international trade dynamics, presenting both challenges and opportunities for businesses and consumers [1] Group 1: Policy Environment - The policy environment is a crucial external factor affecting cross-border e-commerce, with varying regulations across countries creating both challenges and opportunities for enterprises [3] - In Southeast Asia, particularly Vietnam, 63% of consumers prefer purchasing New Year goods through e-commerce platforms, highlighting the market's growth potential [4] - Amazon has upgraded compliance requirements, increasing the on-time delivery compliance rate to 95%, which raises expectations for supplier efficiency [5][6] Group 2: Market Trends - The U.S. has become the largest online market for Korean cosmetics, holding a 51% global share, indicating a significant opportunity for cross-border e-commerce businesses to enhance procurement and marketing strategies [7] - eBay UK has adjusted customer service channels, which may impact consumer communication with the platform, while also launching a climate transition plan aiming for net-zero emissions by 2045 [7] Group 3: Logistics Challenges - Logistics remains a critical aspect of cross-border e-commerce, with long distances and multiple stages leading to high costs and delays, particularly during special circumstances like the pandemic [15] - Companies are exploring new logistics models, such as overseas warehouses, to improve delivery times and customer satisfaction [15] Group 4: Technological Innovation - Technological advancements, including AI, big data, and blockchain, are transforming cross-border e-commerce operations, enhancing customer service and operational efficiency [17][19] - AI technologies are increasingly used for smart customer service and personalized shopping experiences, while big data helps businesses understand consumer needs and market trends [17][19]