弘则研究：义乌小商品出口商景气度跟踪 20250703 摘要 欧美市场是主要出口目标，因其客户素质和购买力较高，美国市场占比 相对较小，仅占产值的 5%-10%，通过多元化销售渠道如亚马逊、希音、 TEMU 等平台，降低了单一市场风险。 义乌的营商环境优越，政府支持市场发展，市场规划集中合理，交通便 利且生活成本较低，同时拥有廉价劳动力，降低了工厂运营成本，例如 员工工资低于广州或深圳东莞。 义乌小商品城六区商铺前景乐观，尽管入场费较高，但投资回报率可观， 过去类似项目升值显著，例如 2015 年东扩市场连接体升值约 17 倍， 市场由国家和省委书记关注。 商城集团知晓六区存在大量二房东现象，这种炒作行为推动了市场发展， 对经济有利，招标过程严格筛选租赁资格，确保只有有实力和资质的人 才能参与其中。 商贸城六期汇集了一至五期最精华、最赚钱的行业，并进行了数字化改 造，以适应跨境电商和线上业务的发展，未来规划包括全球数字大脑会 议室。 我们在义乌国际商贸城一期主要经营饰品，出口国家主要是欧美。虽然我们也 涉及到非洲、拉美等第三世界国家，但由于这些地区的购买力较低，我们更倾 向于开发针对欧美市场的产品，因为这些地 ...

Group 1 - The "618" shopping festival has highlighted both consumer enthusiasm and emerging disputes within the e-commerce sector [1][2] - Refund issues accounted for 16.858% of all online consumer complaints during the "618" period, with other significant complaint categories including arbitrary refunds (13.779%) and product quality issues (8.716%) [1] - Merchant complaints during the same period showed that refund issues also dominated, making up 16.16% of complaints, followed by arbitrary refunds (12.10%) and product quality (9.38%) [1] Group 2 - The data from the "618" shopping festival reveals contradictions in the e-commerce ecosystem, where consumer spending is encouraged by policy benefits, yet issues like excessive consumer protection and opaque penalty mechanisms are prevalent [2] - The high incidence of refund issues and disputes over arbitrary refunds indicate a misalignment between user experience and merchant survival rights, suggesting a need for e-commerce platforms to balance user-centric approaches with ecosystem sustainability [2] - There is a call for improved dispute resolution mechanisms to prevent short-term strategies from undermining long-term trust in the e-commerce sector [2]

以下文章来源于霞光社 ，作者岭南人鱼机 本文来自微信公众号： 霞光社 ，作者：岭南人鱼机，编辑：李小天，题图来自：AI生成 霞光社 . 赋能企业全球化 "经济上行的美"成为今年上半年的流行词，带着对昨日生机勃勃的浓烈怀旧气息，击中了无数年轻人 的心。 2025年Q1，日本GDP再次出现负增长，这意味着自1989年日本泡沫经济破裂后，经济停滞的状态已 经长达35年之久。期间，日本GDP全球占比从1989年的约15.3% [1] 降至2022年的4.18%，GDP总量 从位居全球第二，先后在2010年、2023年被中国、德国超越，跌至全球第四。 而耐人寻味的是，在日本经济持续疲软的当下，多家中国新兴电商却开始将目的地看向这一"失落 地"。6月30日，TikTok宣布在日本推出TikTok Shop，购物功能正式上线，允许卖家进军这一全球第 三大电商市场 （据Statista Market Insights数据，日本以1690亿美元的市场表现排在全球第三） 。 此外，Temu、TAO （阿里巴巴旗下） 、京东日本站分别于2023~2024年期间登陆日本，SHEIN也于 2020年末在日本上线。 如果说"经济上行的美 ...

Core Insights - Amazon Overseas Purchase has launched its first annual summer promotion "Sea Discount Festival" for Chinese consumers, running from July 8 to 12, featuring over 30,000 international brands and more than 2 million overseas products [3] - The company is accelerating its content e-commerce strategy in China, noting that live streaming has a higher conversion rate compared to overseas markets, making it an essential part of the e-commerce chain [3][4] - AI and cloud computing are being leveraged to optimize fulfillment costs and enhance operational efficiency through content generation, user recommendations, and data analysis [3][5] Market Trends - The consumer base for Amazon Overseas Purchase is becoming younger and more educated, with a notable shift towards third- and fourth-tier cities, particularly in the mother and baby product category [3][6] - The integration of content e-commerce and social media is a key focus for the company, as these channels help acquire new users and maintain high engagement with existing customers [5] Competitive Landscape - Amazon Overseas Purchase collaborates with JD.com, sharing product selection and optimizing user experience through technology, while maintaining control over logistics and customer service [7] - The current market environment for cross-border e-commerce is favorable due to supportive policies, technological advancements in AI, and ongoing improvements in logistics infrastructure [8][9] Future Opportunities - The company sees potential growth in vertical segments of the market, particularly in content-related areas of import e-commerce, as major platforms have already covered mainstream markets [10]

来源丨镜相工作室（shangyejingxiang） 作者丨阮怡玲 编辑丨 卢枕 这可能是徐雪峰卖手机以来生意最惨淡的一个六月。 以下文章来源于镜相工作室 ，作者镜相作者 镜相工作室 . 商业世界的风向与人 六月本应该是销售的高峰期，往年，高考结束后，家长们都会带着孩子走进手机店，挑选一部新手 机，比平时更舍得花钱。还有的小孩拿着爷爷奶奶发的红包，付款很爽快。 情况不是一下就变差的，最近三年，高考后来买手机的人越来越少了。只是今年情况更明显，国补、 618把手机的价格"打"下来了，县城消费者在手机店的消费欲望明显下降。 以前，徐雪峰的店也和别人打过价格战，但如今和其他实体店"恶性竞争"，你便宜100元，我也降价 100元，根本没意义。大家只能比拼服务，送赠品、贴膜，帮忙导资料、注册微信，还得提供情绪价 值，一个客户基本上服务两个小时。 即便这样，来手机店的人也越来越少了。以前徐雪峰在其他手机店当营业员的时候，店里的vivo和 OPPO的导购还曾经因为抢客户打起来，但如今这种事情已经越来越少，如平静的死水。 县城手机店，正在集体退场。 人来人走 惠来县，在广东省揭阳市的最南边，每年春节，广东人都要早起吃早茶，虾 ...

Core Viewpoint - The future of China's cross-border import e-commerce market presents significant opportunities, driven by consumer interest in overseas products, supportive policies, technological advancements, and logistics improvements [2][3]. Policy Support - The Chinese government is actively promoting cross-border import goods through tax rate benefits and optimized customs infrastructure, creating a favorable environment for the development of cross-border e-commerce [2]. Technological Advancements - The rapid development of AI is enhancing efficiency across various sectors, including technical creativity, code writing, content review, and social media material production. This allows employees to focus on more creative and valuable tasks, presenting a transformative opportunity for businesses in the fast-paced cross-border e-commerce industry [2]. Logistics Improvements - The global logistics system and international flights are gradually recovering from pandemic impacts, which presents structural opportunities. As cross-border e-commerce continues to grow, more companies may utilize commercial flights for cargo, improving the efficiency of the entire cross-border logistics chain [3]. Localization Initiatives - Amazon Overseas Purchase is actively investing in live streaming as a localization strategy. A mature live streaming system has been established on the WeChat mini-program, with attention to growth potential on other mainstream social media platforms. This dual integration trend between traditional e-commerce and content platforms creates greater development space for live streaming sales [3]. Live Streaming E-commerce - In China, live streaming as a sales conversion tool is leading globally, with significantly higher conversion rates compared to Southeast Asia and Western markets. Live streaming has become an indispensable part of the e-commerce chain, and it is expected to further proliferate globally as an efficient consumption model [3].

从美国单一大市场"转战"更复杂、合规要求更高的欧洲市场，对于中企而言，机遇与挑战并存。 "我们的美国业务增长趋势放缓，而欧洲业务月均增长20%以上。"在美国高关税的影响下，广州一诺跨 境电子商务有限公司副总经理黄红娟告诉第一财经，美国目前仍是他们占比最大的市场，"存量在那 儿，降速但仍有增长"，同时美国市场降低的增速从其他市场的增长中得到了弥补，也让公司今年上半 年整体的出口同比增长30%左右。其中，欧洲已经成为了他们增长最快的市场之一。 作为主营汽配产品的外贸公司，黄红娟他们并非刚开始布局欧洲市场，而是已耕耘10年。这样的体感代 表了市场一线的真实温度。 Statista数据显示，2024年欧洲汽车售后市场线上销售规模达数百亿欧元，线上占比仍在不断攀升，年增 长率超15%。 深圳市军灿电子商务有限公司eBay负责人罗龙呈表示，他们在5年前刚进入欧洲市场时就收获了明显的 增长，目前也维持着20%以上的增速，"德国和英国消费者很能接受高客单价的产品，也重视售后服 务"。这为拥有供应链优势和服务效率的中企提供了抢占更大市场的机会。 在庞涛看来，目前中国汽配制造在技术和品质上与欧洲的品牌相比，已经"不存在差距"。叠 ...

Core Insights - Taobao Flash Sale has announced a substantial investment of 50 billion yuan to subsidize users and merchants, aiming to boost sales and enhance consumer experience [1][2] - The first day of subsidies saw a significant increase in orders, with 589 retail brands experiencing over 100% growth in order volume compared to the launch date of the Taobao Flash Sale on May 2 [1] - The platform is expected to continue its growth trajectory, with a focus on various product categories, including food, pharmaceuticals, electronics, and seasonal items [1][2] Group 1 - On the first day of the subsidy program, notable order increases were recorded, including a 504% rise for Nongfu Spring, 467% for Lenovo, and 350% for Philips [1] - The search and order volume for summer-related products surged, with desktop fans and air conditioners seeing a 230% and 220% increase in search volume, respectively [1] - Taobao Flash Sale has partnered with merchants in the swimwear category, reporting a 400% week-on-week growth in swimwear orders since joining the platform [2] Group 2 - Over the next 12 months, Taobao Flash Sale plans to distribute 50 billion yuan in direct subsidies to consumers and merchants through various promotional strategies [2] - The platform aims to stimulate consumer activity and support merchant growth through measures such as store subsidies, product discounts, and reduced commission fees [2] - Within two months of its launch, Taobao Flash Sale, in collaboration with Ele.me, has surpassed 60 million daily orders [3]

2025年，中俄跨境电商贸易额突破800亿美元大关，但浙江卖家李老板的遭遇仍为行业敲响警钟——因未办理GOST-R认证，5000件儿童玩具被莫斯科海关 扣押，直接损失超20万元。在俄罗斯市场机遇与风险并存的当下，中国卖家需从合规认证、选品策略、物流清关到平台运营构建全链条风险防控体系。 一、合规认证：跨境贸易的"入场券" 俄罗斯海关对进口商品实施"认证+包装+标签"三重监管： 避坑指南：选择具备俄罗斯本地资质的第三方机构代办认证，可节省50%时间并降低材料补正风险。例如，嘉尚咨询通过"认证预审"服务，帮助卖家提前规 避文件格式错误等问题。 二、选品策略：精准匹配俄罗斯消费需求 1. 认证壁垒：所有商品需通过EAC认证（原GOST-R认证），周期因品类而异。例如，儿童用品需ISO认证及俄语说明书，流程长达8-12周；3C电子产品 需电磁兼容测试，周期4-8周。浙江某电子厂商曾因未标注俄语能效等级，被处以货值200%罚款。 2. 包装规范：纯英文包装商品禁止进入商超，需加贴俄文标签。某服装品牌因未标注面料成分，被Wildberries平台下架全部库存。 3. 数据合规：俄罗斯《个人数据法》要求卖家将客户数据存储在 ...

中新网广西新闻7月2日电（翟李强颜祖兴 李炎华 周霞）广西北海跨境电商综合试验区引进的首个跨境 电商零售进口项目，近日正式签约落户，该项目在北海设立跨境电商平台，首批20余家知名品牌已完成 签约入驻。 广西宏桂集团介绍，为深度激活存量资产价值，该集团提出"运营模式革新+政策资源赋能"的双轮驱动 模式，全力推动项目焕新升级，通过规划潮流娱乐、非遗、世界美食、跨境商品等多元业态布局，致力 于打造"吃游购娱"为一体的高品质"城市会客厅"。 据了解，自2025年4月国务院批复设立中国（北海）跨境电子商务综合试验区后，广西宏桂集团与北海 市政府展开紧密协作，率先将跨境综合试验区政策红利精准导入实体商业领域，锚定"文旅消费前站"目 标，吸引了中国非遗国宾礼展示馆、影城、跨境购物平台等众多商家、机构入驻。与此同时，北海市商 务局同步推出税收减免、开放审批绿色通道等"政策大礼包"，为项目发展提供坚实政策保障。 北海市商务局表示，该跨境电商项目的落地是北海市把握政策机遇、发挥自身优势、深化对外开放的生 动实践，项目旨在打造具有强大影响力的北海本土跨境电商品牌，积极推动东盟特色产品的进出口贸 易。通过整合各方资源、创新运营模式， ...