接下来，前海将与谷歌围绕跨境电商产业生态发展展开深度合作，充分发挥前海制度创新优势，推动上 下游企业集聚，帮助企业提升海外市场竞争能力，精准链接全球市场，达成"要出海，找前海"使命；同 时，通过平台常态化提供数字化营销、IT技能培训，为前海储备具有平台运营、数据分析、品牌出海等 复合型能力的跨境电商人才生态。 【深圳商报讯】（记者范宏韬）7月29日，前海跨境电商产业生态迎来重要里程碑——谷歌跨境电商加 速中心（深圳）正式投入运营。据悉，该中心的启用，是前海强化跨境电商产业服务效能、提升集聚效 应的关键举措，将为深圳及周边地区的跨境电商企业提供涵盖独立站建设及跨境出海等的全方位服务， 以支持跨境电商出海企业在全球业务拓展中把握新的增长机遇。 据介绍，谷歌跨境电商加速中心（深圳）在投入运营后，将通过开展线下培训课程，帮助跨境电商企业 了解独立站建设及运营，推动跨境电商企业通过独立站出海。同时，该中心还将致力于构建一个开放的 独立站生态伙伴平台，通过举办行业活动、主题沙龙及研讨会，汇聚独立站建设生态及技术伙伴，让跨 境电商企业能够便捷地链接包含物流、支付、建站等领域的合作伙伴，为跨境电商出海企业独立站建设 提供所需 ...

Group 1 - The core viewpoint of the news highlights the significant growth of China's cross-border e-commerce, with exports reaching 2.15 trillion yuan in 2024, marking a 16.9% year-on-year increase, setting a new historical record [1] - The transition from "cross-border" to "going global" signifies an enhancement in capabilities, emphasizing the need for businesses to understand local markets and cultures for successful brand and service expansion [1] - The challenges faced by the industry include high labor costs in overseas warehouses and increased risks of cargo detention due to insufficient digitalization in customs clearance processes [2] Group 2 - The future of cross-border trade competition is expected to shift from a focus on traffic to a "second-level response" in supply chain management, particularly during high-demand events like "Double 11" and "Black Friday" [2] - The integration of digital technologies with traditional manufacturing advantages in Hebei province could unlock greater potential for "going global," as the province has trade partnerships with 243 countries and regions in 2024 [2] - Technological advancements, particularly in blockchain, are crucial for addressing trust issues in cross-border e-commerce, with initiatives like the E-TRADE ID providing authoritative certification for international trade qualifications [3]

Core Insights - Kazakhstan's e-commerce retail sales are projected to account for 14.1% of total retail sales in 2024, a significant increase from less than 2% five years ago, driven by rising demand, improved internet infrastructure, and supportive policies [1] - The Central Asian e-commerce market is rapidly growing, with a projected market size of $14.7 billion in 2024, making it an attractive destination for global e-commerce companies [3] Group 1: E-commerce Growth in Kazakhstan - The popularity of Chinese cross-border e-commerce platforms in Kazakhstan is attributed to the country's consumer potential and a rapidly growing young population [2] - Local consumers express a strong preference for Chinese products, with an average of over 70 packages delivered daily to a local express station, indicating a growing trend in online shopping [2] - The introduction of a Russian version of Taobao has significantly improved user experience, resulting in over 70% of new users placing their first orders in Russian within a week of its launch, with a 47% increase in new user order conversion rates [3] Group 2: Logistics and Delivery Improvements - The logistics capabilities in Kazakhstan are evolving, with some cross-border e-commerce platforms reducing delivery times from a month to under 10 days, enhancing the feasibility of online shopping [5] - Round-the-clock operations at logistics centers, such as YTO Express in Almaty, handle over 30,000 packages daily, streamlining customs, transit, and sorting processes [6] - YTO Express plans to establish a logistics hub in Almaty to integrate customs operations, bonded logistics, and land-rail intermodal transport, further enhancing logistics efficiency [7] Group 3: Market Adaptation and Consumer Preferences - Local consumers are increasingly interested in personalized products, such as clothing featuring the Kazakhstan flag, prompting Chinese manufacturers to adapt their offerings [4] - Temu's entry into the market has seen rapid growth in package volume, with effective marketing strategies through social media attracting new users with discounts and limited-time offers [5] - The high penetration of electronic payments in Kazakhstan facilitates consumer acceptance of various e-commerce platforms, further driving market growth [2]

4月26日，东方嘉盛（002889）(002889.SZ)披露2024年定期报告，报告期内，公司实现营业总收入35.58 亿元，同比增长31.79%，跨境电商物流等新业务获得显著进展；实现归母净利润1.92亿元，同比增长 20.50%。 2024年，东方嘉盛把握跨境电商出海行业机遇，继续开拓华南、华东直飞欧洲、英国、美国等地的国际 货运航线，并在"一带一路"共建国家及欧美地区等跨境物流枢纽节点设立高标准仓储设施，完善尾程物 流网络覆盖，推出跨境电商全链路服务产品，跨境电商全年实现收入16.98亿元，同比增长超19倍。 公司与半导体行业重点龙头客户的合作进一步深化，可为华南片区集成电路制造企业提供全天候快速响 应的半导体保税寄售维修服务，未来也将进一步探索半导体供应链服务的业务延伸。此外，公司继续推 进医疗战略，扩大医疗全球中心仓GSP仓库业务，围绕两大医疗检测龙头客户开展全面深度物流业务， 实现深港联动、仓储运输一体化，高效支持其全球业务。全年实现收入1.62亿元，同比增长16.34%。 消费食品方面，公司作为国内高端进口酒行业供应链交付领先服务商，成功拓展多项本地产品出口项 目；在华南建设跨境高端进口酒全国 ...

Core Viewpoint - Temu is determined to continue its expansion in Vietnam despite facing regulatory challenges and a temporary suspension of operations due to compliance issues with local e-commerce laws [2][4][10]. Group 1: Temu's Operations in Vietnam - Temu has achieved significant performance in Vietnam prior to its suspension, with daily orders reaching tens of thousands and generating millions in GMV [6]. - The company offered discounts of up to 90% and employed aggressive marketing strategies, which attracted a large number of Vietnamese consumers [6][8]. - The low-price strategy has raised concerns among local sellers, who struggle to compete, leading to market instability [7][8]. Group 2: Regulatory Challenges - Temu's suspension was primarily due to non-compliance with Vietnam's e-commerce regulations, including failure to submit a business registration application and issues related to tax and financial reporting [8][10]. - The Vietnamese government has a strong protective stance towards local businesses, which complicates the operational landscape for foreign e-commerce platforms like Temu [8][10]. Group 3: Market Potential and Competition - Vietnam's e-commerce market is projected to reach $13.8 billion in 2024, with a significant increase in online shopping expected as consumer habits shift [12]. - The competitive landscape is dominated by Shopee, holding 59.2% market share, while TikTok Shop has rapidly grown to capture 23.3% [12][13]. - Temu's potential re-entry into the market could disrupt local brands and existing platforms, intensifying competition [12][15]. Group 4: Future Outlook - Analysts believe that if Temu resolves its compliance issues, it has a strong chance of returning to the Vietnamese market [10]. - The ongoing changes in the Vietnamese government may also influence the regulatory environment and Temu's prospects [10].