8月24日，2025面向东盟"AI+跨境电商"创新应用大赛社会赛道决赛在南宁圆满收官。大赛突出"面 向东盟""AI赋能""数字跨电"，通过大赛资源支撑、项目落地服务、投资基金导入等机制，实现"以赛促 投、以投促产"的办赛实效，进一步打造数字跨境电商发展良好生态。 根据AI赋能千行百业超级联赛赛事资源支撑，优秀项目将纳入自治区人工智能场景项目储备库， 在政策和资源配置方面给予支持。同时，大赛建立参赛团队长效跟踪机制，按市场化方式通过自治区人 工智能产业基金对潜力项目给予支持，获奖项目优先推荐给大赛金融合作机构。（许丹婷 李畹玥 黄思 慧） 在公证机构监督下，评审专家现场打分，"基于AIGC的电商内容自动化工厂项目""AI数智化重构外 贸新增长项目""AI驱动的跨境贸易解决方案项目"分别获得冠亚季军。大赛还评选出最佳AI技术创新 奖、最具商业价值奖、广西最具潜力奖、东盟未来独角兽奖、丝路电商合作奖5个单项奖。 本次大赛社会赛道报名团队236支，共有20支团队进入决赛。决赛采取项目路演展示的形式，参赛 团队可用PPT、视频、Demo等方式展示方案的技术亮点、应用场景、商业价值等核心内容。众多参赛 项目将AI技术精准 ...

Industry Overview - The U.S. will suspend tax exemptions on imported packages valued at $800 or less starting August 29, leading to several European postal operators halting package services to the U.S., creating uncertainty in global postal cooperation [1] - In the first seven months of 2025, China's trade with Shanghai Cooperation Organization member countries reached 2.11 trillion yuan, a year-on-year increase of 3%, marking a historical high for the same period [2] - Shenzhen's total import and export volume for the first seven months of 2025 was 2.58 trillion yuan, remaining stable compared to the previous year, with exports at 1.56 trillion yuan and imports at 1.02 trillion yuan [3] Company Developments - Meituan's international food delivery brand Keeta has officially launched in Doha, Qatar, with plans to expand into more Gulf Cooperation Council countries and Brazil in the coming months [3] - Lenovo announced the establishment of a regional headquarters in Riyadh, Saudi Arabia, and is set to begin production at a new manufacturing facility in 2026 [4] - Transsion ranked first in the African smartphone market with 9.7 million units shipped, holding a 51% market share, and second in Southeast Asia with 4.5 million units shipped, representing an 18% market share [5] - AliExpress launched a new marketing AI Agent to help merchants quickly sell new products, resulting in a doubling of new products achieving sales within seven days since July [6] - Amazon launched a project to accelerate the development of local service systems and brand innovation in four provinces in Central China [7] - Cha Bai Dao announced the opening of its first North American store in New York, following its expansion into Singapore and France earlier this year [8] - Great Wall Motors' factory in Brazil has officially commenced production, with an annual capacity of 50,000 vehicles [9] - NIO plans to enter Singapore, Uzbekistan, and Costa Rica markets between 2025 and 2026, marking its first right-hand drive model launch in Singapore [9] - BYD announced plans to build an assembly plant in Malaysia, expected to start production in 2026, alongside the opening of its 43rd store in the country [10] - Pop Mart reported a revenue of 13.88 billion yuan in the first half of the year, a 204.4% increase year-on-year, and plans to expand its overseas store count to over 200 by the end of the year [10] - Miniso's overseas revenue increased by 28.6% year-on-year, contributing to a total revenue of 93.93 billion yuan in the first half of 2025 [11] - Aoki Co. expects a 50% to 62% decline in net profit for the first half of 2025 due to increased costs from tariff policy adjustments and logistics [12] - Muyuan Foods has established an overseas business team to explore international markets, aiming to replicate its domestic success in high-growth potential regions [13]

Core Points - The U.S. government has suspended tax exemptions for imported packages valued at $800 or less starting from August 29, leading to significant impacts on cross-border logistics and small businesses globally [1][3] - European postal operators are responding by suspending parcel services to the U.S., indicating a ripple effect on the global postal cooperation system [1][2] Group 1: Impact on Postal Services - France's postal group announced it will suspend parcel shipments to the U.S. starting from September 25, except for private gift packages valued under €100 [1] - Germany's Deutsche Post, through its subsidiary DHL, will halt postal shipments of commercial goods and some private parcels to the U.S., allowing only gift packages valued under $100 with strict regulations [1] - The UK Royal Mail will suspend services to the U.S. starting September 26, introducing additional fees for customs clearance [2] Group 2: Broader European Response - Various European postal services, including those in Italy, Finland, Sweden, Denmark, and Eastern Europe, have announced suspensions or limitations on sending parcels to the U.S. due to unclear customs tax procedures [2][3] - The European Postal Union has expressed concerns over the lack of defined processes and potential compliance issues, warning that members may have to limit or suspend mail services to the U.S. [3] Group 3: Economic Implications - Experts indicate that small and micro enterprises relying on cross-border e-commerce will be the most affected by the U.S. tax policy changes, with potential high costs associated with storage and returns [3] - The cancellation of low-value tax exemptions is seen as a direct consequence of previous U.S. tariff policies, impacting both consumers and businesses in the EU [3]

Group 1 - The 2025 ASEAN "AI + Cross-Border E-commerce" Innovation Application Competition held its finals in Nanning, Guangxi, with 236 teams registered and 20 advancing to the finals [1][3] - The competition featured project presentations where teams showcased their technical highlights, application scenarios, and commercial value, leading to the selection of winners including Beijing Jirui Technology Co., Ltd. as the champion [3][5] - The event aims to deepen the integration of artificial intelligence and cross-border e-commerce, providing new momentum for Guangxi to become a hub for cross-border e-commerce targeting ASEAN [5] Group 2 - The Guangxi Commerce Department has implemented a cross-border e-commerce leap action this year, introducing policies to accelerate development and has approved three new comprehensive pilot zones for cross-border e-commerce [5] - Guangxi's cross-border e-commerce pilot zone coverage is the highest in the western region of China, with import and export volumes maintaining a rapid growth rate in triple digits [5]

Core Viewpoint - The U.S. government's decision to suspend tax exemptions for imported packages valued at $800 or less starting August 29 is causing significant disruptions in cross-border logistics and affecting small and medium-sized enterprises globally [1][2][3] Group 1: Impact on Postal Services - Multiple European postal operators, including France and Germany, have announced the suspension of package services to the U.S. due to the new U.S. tariff policy [1][2] - The French postal group will halt shipments to the U.S. starting August 25, with exceptions for private gift packages valued under €100 [1] - Germany's Deutsche Post has also suspended commercial and some private package shipments, allowing only strictly regulated gift packages valued under $100 to continue [1][2] Group 2: Regional Responses - The UK Royal Mail will suspend services to the U.S. starting August 26, introducing new fees to cover additional customs clearance costs [2] - Italy's postal service has stopped processing goods-bound packages to the U.S., although regular letters and express services remain available at increased costs [2] - Nordic postal services, including Finland and the joint venture of Sweden and Denmark, have also suspended shipments due to unclear customs tax procedures [2] Group 3: Industry Concerns - The European Postal Union has expressed concerns over the lack of clarity regarding the new U.S. regulations, warning that members may have to limit or suspend mail services to the U.S. if compliance solutions are not found [3] - Experts indicate that the uncertainty surrounding the new tax regime could lead to increased costs for businesses, including potential storage fees and the risk of returned packages [3] - The cancellation of low-value tax exemptions is expected to have a particularly adverse effect on small businesses reliant on cross-border e-commerce [3]

Core Insights - The Shanghai Cooperation Organization (SCO) has seen significant progress in regional economic cooperation, with China's trade with other member countries reaching $293.18 billion from January to July this year, marking a year-on-year increase of 1.8% [1] - Over the past five years, trade between China and SCO member countries has consistently surpassed $300 billion, $400 billion, and $500 billion, projected to reach a historical high of $512.4 billion in 2024, reflecting a year-on-year growth of 2.7% [1] - New business models and sectors are rapidly developing, with cross-border e-commerce imports from other member countries expected to grow by 34% in 2024, allowing more quality and unique products to enter the Chinese market through e-commerce channels [1] Investment and Economic Cooperation - As of July this year, China's direct investment stock in other SCO member countries has exceeded $40 billion, with investment projects expanding from traditional sectors like energy and infrastructure to emerging fields such as digital economy and green development [1]

Core Insights - The successful completion of the first cross-border e-commerce export test at the Urumqi International Land Port Area marks a significant breakthrough in the operation of the "9610" new channel for cross-border e-commerce [1][5]. Group 1: Operational Details - The export shipment consisted of 12,431 items packed into 623 bags, with a total weight of 9,481.5 kilograms and a value of $423,632.75 [3]. - The entire process utilized road transportation, achieving a time efficiency of under 7 days, thereby validating the logistical reliability and efficiency of the route [3]. - Urumqi Customs has implemented a 7×24 hour working system and simplified declaration processes to facilitate the cross-border e-commerce operations [3]. Group 2: Strategic Implications - The "9610 model" is becoming the mainstream mode for cross-border e-commerce exports due to its advantages of shorter links, lower costs, and fewer restrictions compared to traditional trade [5]. - The successful test not only demonstrates the efficiency of the logistics channel from Guangzhou to Russia but also lays the groundwork for regular cross-border e-commerce export operations starting in Q4 2025 [5]. - The Urumqi International Land Port Area aims to enhance its multi-modal transport hub capabilities and develop a comprehensive "platform + supply chain" ecosystem for cross-border e-commerce, contributing to the high-quality development of Xinjiang's economy [5].

Group 1 - China Post has launched two new international cargo routes from Fuzhou to Manila and Clark, utilizing Boeing 737-800F aircraft, with Fuzhou-Manila operating twice a week and Fuzhou-Clark three times a week [1][2] - The new routes significantly reduce transportation time to under 3 hours, catering to the demand for small batch, high-frequency, and time-sensitive cross-border e-commerce goods from Fuzhou and surrounding areas [2][3] - These routes enhance the connectivity between the West Coast of the Taiwan Strait, the Yangtze River Delta, the Greater Bay Area, and the Philippines, facilitating faster cross-border e-commerce logistics and demonstrating China Post's effectiveness in supporting the Belt and Road Initiative [3] Group 2 - Fuzhou is a key node city in China Post's autonomous air network, and the new routes improve mail delivery times between major domestic cities and Southeast Asian countries [3] - The Fuzhou-Manila and Fuzhou-Clark routes are the only direct cargo routes from Fuzhou to these locations, marking the third international cargo route to the Philippines launched by China Post in Fujian province this year [3] - With plans for additional routes in 2024, the total number of international routes to the Philippines operated by China Post will reach six, further enhancing trade activities and logistics efficiency in the region [3]

Core Insights - The completion of the civil engineering works for the "Oriental Tian Di Port" marks a significant milestone in the construction of a global air logistics hub, laying a solid foundation for overall operational readiness [1] Group 1: Project Overview - The air cargo station area, covering 492 acres, integrates international, domestic, and platform cargo stations, encompassing core functions such as cargo handling, mail operations, special cargo handling, ULD management, customs clearance, and transshipment [3] - The T1 international cargo station, the largest single building at Jiaxing Airport, exceeds 140,000 square meters and is designed to enhance customs efficiency and logistics experience for high-value imported goods [5] Group 2: Strategic Importance - The Oriental Tian Di Port serves as the first specialized cargo hub in the Yangtze River Delta, with a mission to connect China with the world and enhance the resilience and international competitiveness of regional supply chains [7] - The project aims to create a modern air logistics park that adheres to principles of sharing, efficiency, intelligence, and sustainability, supporting the dual circulation development pattern of the domestic and international markets [7]

Group 1 - The construction of the aviation cargo station area at the YTO Eastern Tian Di Port has been completed, marking a significant progress in the development of a global aviation logistics hub [1] - The aviation cargo station area covers 492 acres and integrates international, domestic, and platform cargo stations, providing comprehensive services including cargo handling, mail operations, special cargo handling, ULD management, customs clearance, and transshipment [1] - The T1 international cargo station is the largest single building at Jiaxing Airport, with an area exceeding 140,000 square meters, designed to enhance customs efficiency and logistics experience for high-value cross-border goods [1] Group 2 - The Eastern Tian Di Port is the first specialized cargo hub in the Yangtze River Delta, covering over 1,500 acres in its first phase [2] - Once completed, the port will integrate deeply with YTO's global network, enhancing the resilience and international competitiveness of the regional supply chain [2] - The development aims to support the new dual circulation development pattern in China, facilitating both domestic and international trade [2]