新的一周跨境资讯汇总来了~跟随通途ERP小编的脚步来看看上周跨境圈又发生了哪些事吧 1、深圳跨境电商"无票免税"登记模块2月1日上线 深圳市跨境电商线上综合服务平台"无票免税"登记模块正式上线运行，9610监管方式下的深圳跨境电商企业可通过平台全流程 电子化办理登记，需在货物结关后提前2个自然日预约，T+2日开放数据确认功能。该模块仅支持深圳企业及委托深圳企业代理 报关的业务，企业需按要求备注统一社会信用代码等信息，且需自行办理切勿通过第三方机构。 2、Shopee升级销售统计指标 为向卖家提供更清晰、一致且贴近实际收益的数据报告，Shopee将于2026年2月3日起对现有GMV（商品交易总额）指标进行定 义升级，统一更名为"销售额"。新指标将在计算时扣除卖家补贴部分，使数据更真实反映销售业绩与收益水平。更新适用于卖 家广告中心、商业分析、品牌门户、营销中心及卖家中心等核心报表平台，其数据将统一口径，站外广告和联盟营销则仍沿用 原有GMV定义。 5、美客多升级美国转运仓政策 拉美电商巨头美客多宣布，自2026年起将全面升级其"美国转运仓"卖家扶持政策，通过一套资料即可帮助中国卖家同步开通墨 西哥、巴西、阿根廷 ...

Core Viewpoint - The notion that "not going overseas means being out of the game" is a fallacy, and blindly expanding internationally can be more dangerous [1] Group 1: Strategic Insights - True champions understand the strategy of "winning before fighting," summarized in the formula: Time and Space Selection × Deep Localization = Overseas Champions [2][9] - The success of companies like J&T Express is attributed to their ability to navigate crises and achieve critical breakthroughs, demonstrating the importance of strategic planning in international expansion [6][15] Group 2: Market Dynamics - The recent partnership between J&T Express and SF Express represents a significant alliance between the largest express companies in China and emerging markets, with a combined market value of $40 billion [5] - J&T Express has become the largest express company in Southeast Asia, holding a 33% market share and processing 27 million packages daily, indicating its strong market position [20] Group 3: Expansion Phases - J&T Express's first breakthrough was establishing a foothold in Southeast Asia, particularly Indonesia, which has the fastest e-commerce penetration growth outside of China and the U.S. [19] - The second breakthrough involved returning to China to leverage the changing market dynamics, where the share of major players was declining, allowing new entrants to gain a foothold [23][25] - The third breakthrough was global expansion into Latin America, the Middle East, and Africa, capitalizing on the global growth of Chinese e-commerce platforms [27] Group 4: Localization Importance - Deep localization is crucial for success in international markets, requiring teams to be physically present in the target country to understand the market effectively [8][30] - Companies must adopt a startup mentality when entering new markets, ensuring that local teams are empowered and not managed remotely [30] Group 5: Recommendations for Companies - Companies should assess whether they should go overseas, as not all are suited for international expansion; the idea that "not going overseas means being out of the game" is misleading [32] - It is advisable for companies to align with major trends and platforms when expanding internationally, as J&T Express did by following the global e-commerce trend [33] - Careful consideration is needed when choosing the first market for expansion, whether it be developed markets or emerging ones [34]

"拿下印尼，就相当于拿下东南亚40%的市场。" 傍晚的雅加达，晚高峰的车流缓慢挪动。堵在路上的时间，第一财经记者观察了下当地人最常开的车——放眼望去几乎只看得到日系品牌，丰田、三菱是主 流。 在旁边，印尼向导黄禄章对记者表示，10年前，日系车垄断了印尼90%的市场份额。当前街上虽仍是日系车为主，但这几年其生存空间正不断被中国新能源 车挤压，市场份额已降至70%左右。谈话间，前方就出现了一辆还未上牌的比亚迪新车。 "大概十年前，还有不少印尼人看不上中国货，觉得质量不好。这几年情况完全变了，中国开放得越来越大，中印合作加深后，学中文的人越来越多。很多 印尼人意识到，未来世界经济离不开中国，中文变得非常重要。"黄禄章对记者表示。 如今，会中文的人在印尼"非常吃香"，就业机会更多。以翻译岗位为例，如果只会中文口语，月薪大概在五六千人民币，这已经是当地中高水平的薪资；如 果还会读写中文，加上电脑熟练、有经验，月薪能到八千到一万人民币左右。 黄禄章发现，印尼的中文学校越来越多，以前当地人更倾向于去美英留学，现在很多家庭把孩子送到中国留学。 大量中国企业进入印尼，带动了对中文人才的需求。屈田对第一财经记者表示，很多中国管理 ...

" 极兔在海外，越打越险。 " 作者丨周学连 编辑丨覃倩雯 近期，顺丰与极兔完成约83亿港元的相互持股，在业内引发持续关注。随着合作落地，极兔计划于今年进 入美国市场，直面GOFO、UniUni等现有玩家。 业内人士高冬指出，GOFO和UniUni已经在美国跑通了基本模型，极兔的策略大概率就是直接复制。只要 极兔给出的报价低于GOFO，订单就有可能发生转移；而GOFO必然也会通过降价应对。这意味着，在现 有玩家尚未分出明显胜负的情况下，极兔的潜在入局，或将让美国末派市场进入一个更长期、更高强度的 博弈阶段。（了解更多内幕，欢迎添加微信 xl120429 交流。） 从整体规模来看，美国末派市场仍存在显著入局空间。尽管近几年已有多家华人背景的配送公司进入美 国，但其业务体量在全美电商物流体系中仍处于相对边缘位置。 雷峰网了解到，在本次黑五期间，UniUni的单日配送订单峰值约为150万-180万单，GOFO的单日峰值已 超过300万单。但作为对比，黑五期间全美单日电商订单峰值超过1亿单，而GOFO、UniUni、SwiftX等 几家华人背景配送公司合计占比尚不足10%。 不过，巨大的增长空间也伴随着超高难度挑战。 ...

Core Insights - The 2026 China (Guangzhou) Cross-Border E-Commerce Fair, known as Guangzhou Cross-Border Fair, is set to take place from June 16-18, 2026, at the China Import and Export Fair Complex, aiming to showcase quality Chinese products globally [1][8] - The fair has seen a significant increase in scale, with exhibition space expanding to 50,000 square meters and over 1,500 brands expected to participate, attracting around 60,000 professional visitors [1][6] Group 1: Event Overview - The Guangzhou Cross-Border Fair is recognized as a benchmark exhibition in the cross-border e-commerce industry, supported by various provincial and municipal commerce departments [3] - The event will feature three core exhibition areas: supply chain, comprehensive trial zone, and platform and service providers, highlighting the latest products and industry trends [3][6] - The fair will also host the 4th China (Guangdong)-RCEP Member Countries Cross-Border E-Commerce Exchange Event, with participation from major platforms like Amazon and SHEIN [3][4] Group 2: Special Features - New thematic zones will be introduced, including cross-border e-commerce AI, outbound social media, and compliance for overseas expansion, aimed at enhancing industry development [3][6] - The AI zone will demonstrate applications in marketing and website building, while the compliance zone will provide insights into export policies and regulations [3] - The outbound social media zone will assist sellers in understanding overseas social platform operations to reach international audiences [3] Group 3: Historical Context - The Guangzhou Cross-Border Fair was established in 2021 under the guidance of the Guangdong Provincial Department of Commerce and the Guangzhou Municipal Government, with four successful editions held [6] - The 2025 fair featured over 1,000 enterprises from 22 countries, with participation from leading platforms such as Amazon, SHEIN, and eBay, making it a significant global cross-border e-commerce event [6]

记者了解到，2022年Temu刚上线时，在全球跨境电商交易中的占比仅为1%，Temu在短短三年内份额追 平亚马逊。 全球电商APP月活数据也在一定程度上印证了这一趋势。数据机构Similarweb1月发布的数据显示，按每 月活跃用户数（MAU）统计，2025年全球前十大电商APP月度合计覆盖用户超20亿人。其中，亚马逊 以6.517亿月活跃用户稳居第一；Shopee以3.928亿月活位居第二；Temu则以2.464亿月活位列第三， SHEIN以2.151亿排名第四。前10名中有7家电商APP来自亚洲。 此外，关税成本上升、合规运营门槛与成本增高，让新卖家对入驻亚马逊平台"望而却步"。而成熟卖家 则开始缩减在亚马逊平台上的投入。一位深圳跨境卖家向记者透露，2025年，公司不再把"鸡蛋放在一 个篮子里"，开始转向 Temu、TikTok Shop等平台。部分头部卖家则加速在越南、墨西哥设厂布局，力 促供应链本地化。 亚马逊2025年卖家注册量锐减。近日，知名跨电商研究机构Marketplace Pulse发布的报告显示，2025 年，亚马逊全球新增卖家数量跌至16.5万，同比大幅下降44%。这也是该机构自2015 ...

为适配不同卖家需求，Shopee提供官方仓(FBS)与第三方仓(3PF)多重选择。第三方仓专为具备本地化履 约能力的卖家设计，可根据商品尺寸和价格定位选择服务商或自建仓库，实现成本与时效的优化。在此 基础上，Shopee推出的次日达(NDD)和极速达(FSP)项目，能让商品页面显示专属标签，直接享受流量 扶持，大幅提升转化效率。针对逆向物流痛点，升级后的"物流+：海外免退服务"已覆盖东南亚多个站 点，涵盖派送失败和退货退款场景，符合条件即可获得70%商品售价拨款，全流程自动处理，省时省力 又省钱。 而政策红利是新手降低门槛的重要助力。自2026年1月1日起，Shopee对新加坡、马来西亚等六大站点新 开通的首个店铺，自动免除前三个月佣金，每月免佣订单上限500单，覆盖跨境直邮、官方仓等多种履 约模式，无需报名即可享受。同时，平台针对热门品类跨境自营店铺推出多重激励，包括免费广告金、 秒杀坑位、联盟营销佣金补贴等。特别值得内贸卖家关注的"轻出海"ERP计划，打通了主流ERP与海外 站点，实现"一键开店、多站同步"，卖家只需负责上架发货，其余流程全由平台承接，真正实现轻门槛 出海。 新卖家入驻Shopee平台后， ...

Core Insights - Malaysia is emerging as a focal point for global guilds in the Southeast Asian live streaming economy, with Bigo Live set to enter a growth phase in 2026, creating a "golden window" for MCN entrants due to favorable policies, user base, technological innovation, and monetization potential [1] Market Fundamentals - Malaysia boasts a high internet penetration rate of 97.7% and over 80% smartphone user ratio, with daily social media usage exceeding 3 hours, creating a large and active user base [3] - Bigo Live has over 40 million monthly active users in Malaysia, with a 7.9% growth in paying users, while top guilds only capture 30% of the traffic, leaving ample room for mid-tier guilds to differentiate [3] - The demographic structure, with a significant proportion of Gen Z and Millennials (68% of gamers aged 18-35), drives demand for interactive and culturally rich live content, particularly among the 23% of the Chinese population with a strong cultural identity [3] Platform Policies - Bigo Live's tiered revenue-sharing model, offering a base split of 60%-70%, significantly exceeds the 50% benchmark of domestic platforms, with potential bonuses of 5%-15% for meeting monthly targets and up to 85% during special events [4] - New guilds benefit from a three-month traffic protection period, with a 30% higher chance of being featured on local and global trending lists, and can unlock a 100,000 initial traffic pool by binding five or more hosts within seven days [4] Technological Empowerment - The application of AI technology in 2026 provides revolutionary solutions for cost reduction and efficiency enhancement, allowing guilds to create localized virtual IPs at a fraction of traditional costs [6] - AI-driven tools improve operational efficiency, increasing effective streaming hours from 4 to 6 and boosting reward income by 35%, while real-time translation supports 83 languages, enhancing user engagement [6] Monetization Innovations - Bigo Live is transitioning guilds from a single tipping model to a diversified ecosystem that includes live streaming, e-commerce, knowledge payment, and digital collectibles [7] - Collaborations with local e-commerce platforms like Shopee and Lazada have led to significant sales, with some guilds achieving over one million in GMV per live session [7] - The introduction of AI-generated digital collectibles has opened new revenue streams, with some guilds earning over 500,000 annually from limited edition NFTs [7] Localization Opportunities - Emphasizing local culture is key for guilds to differentiate themselves, with Bigo Live allowing custom virtual gifts that reflect local themes, resulting in a 40% increase in gift income for specific cultural events [9] - Targeted content for various ethnic groups, such as Malay and Indian communities, has proven successful in attracting loyal audiences, demonstrating the effectiveness of a global platform with localized content [9] - The combination of market advantages, policy support, technological empowerment, and monetization innovation positions the Malaysian Bigo guild market as a unique opportunity for growth in 2026 [9]

Core Viewpoint - The article highlights the significant market gap for large-item logistics services with end-to-end smart delivery capabilities, emphasizing the recent funding round of Guangdong Tuowei Tianhai Technology Co., Ltd. and its strategic focus on cross-border logistics for large and high-value goods [5][12]. Financing Information - Financing Amount: Nearly 100 million RMB - Financing Round: C Round - Investors: Zhejiang Merchants Venture Capital and Aerospace Fund - Historical Financing: The company has previously received investments from various institutions including Shenzhen Capital Group and Baiyun Financial Holdings [7]. Company Overview - Established: 2008 - Positioning: Global provider of smart AI delivery services for large items, covering domestic collection, customs, warehousing, air/sea transport, overseas customs, and delivery services. - Core Advantage: The company has built a global smart delivery network centered around "dual hubs" in China and the U.S., operating seven overseas warehouses in the U.S. and covering approximately 90% of the region [9][10]. Market Size - According to the latest data from the General Administration of Customs, China's cross-border e-commerce import and export scale has exceeded 2.7 trillion RMB in 2024. - The export structure is shifting from traditional small items to high-value products, with furniture and home appliances becoming the main growth drivers. In 2024, the export value of furniture and its parts reached 483.03 billion RMB, with a year-on-year growth of 7.0% [12]. Technical Highlights - Tuowei Tianhai has developed the "Tuowei Tianhai Cloud™" delivery platform to address the complexities of cross-border logistics. - The platform integrates various modules, including a digital capacity network, intelligent scheduling, and risk prediction models, utilizing AI technology to optimize logistics processes [14][15]. - The "smart order consolidation" algorithm has reportedly improved average loading rates by approximately 15% [16]. Founder Insights - The chairman of Tuowei Tianhai, Xie Shengwei, stated that the company is transitioning from "Made in China" to "Chinese brands" going global, with a focus on large and high-value goods as the next growth area. The mission is to simplify complex cross-border logistics to make it as easy and reliable as sending a package [18].

Group 1 - Cambodia will implement a four-month visa exemption trial for Chinese citizens from June 15 to October 15, 2026, allowing a maximum stay of 14 days without visa fees [1] - Cambodia is reducing import tariffs on various goods to zero, including live poultry, computers, and laboratory instruments, to support agriculture, technology, and education [1] - Significant tax reductions on consumer goods such as sanitary napkins, diapers, and kitchen appliances, with tariffs dropping from 15% to 7%, and luxury car tariffs reduced from 35% to 7% [1] Group 2 - India is expected to see a tenfold increase in battery storage capacity, reaching approximately 5 GWh by 2026, driven by numerous approved projects [3] - The total capacity of ongoing projects in India has increased by 84% to 224 GWh, laying the groundwork for large-scale production in 2026 [3] Group 3 - The second phase of the cross-border energy agreement among Laos, Thailand, Malaysia, and Singapore has been signed, increasing the total capacity for cross-border electricity trading from 100 MW to a maximum of 200 MW [4] Group 4 - TikTok Shop Southeast Asia reported a more than 100% increase in annual GMV for 2025 compared to 2024, with daily GMV rising by 90% year-on-year [6] - The platform's strategic focus for 2026 includes driving high-quality growth and building a sustainable ecosystem, with initiatives to support top merchants and enhance logistics [7] Group 5 - Amazon has raised the on-time shipping compliance rate requirement for suppliers from 90% to 95%, with adjustments to compliance assessment methods [8] - Temu has introduced stricter penalties for store violations, including a "joint liability" mechanism affecting all stores owned by a merchant if one is rated poorly [9] Group 6 - Shopee plans to increase commission rates for various categories, with automotive parts rising from 7% to 12% and electronics from 5% to 12% starting February 2026 [11] - eBay will adjust fees for UK sellers, increasing the transaction service fee for orders over £10 from 30 pence to 40 pence starting February 12, 2026 [12] Group 7 - China's cross-border e-commerce imports and exports are projected to reach 2.75 trillion yuan by 2025, a 69.7% increase from 2020 [13] - The export scale of high-tech products, including electric vehicles and solar products, is expected to reach nearly 1.3 trillion yuan by 2025, growing 3.5 times since 2020 [13][14] Group 8 - Cainiao plans to expand its overseas warehouse network in Europe, North America, and Asia-Pacific, with a 32% year-on-year increase in order processing volume in 2025 [15] - Best's express network in Vietnam has officially launched, focusing on logistics services for e-commerce and B2B clients [16] Group 9 - The U.S. will impose a 10% tariff on goods from eight European countries starting February 1, 2026, increasing to 25% by June 1, 2026 [18] - The EU is considering retaliatory tariffs on $108 billion worth of U.S. goods in response to the U.S. tariff announcement [19] - Canada has reduced tariffs on Chinese electric vehicles from 100% to 6.1% under a new import quota system [20]