6月11日，外交部发言人林剑主持例行记者会。有记者提问：今天，中非合作论坛成果落实协调人部长级会议在湖南长沙开幕。发言人能否进一步介绍具体 情况？此次会议对推进中非合作有何重要意义？ 外交部：中方将对53个非洲建交国实施100%税目产品零关税 2025 年 6 月 21 - 23 日，第 15 届浙江国际电子商务博览会（简称：义乌电商博览会·跨境出口）将在义乌国际博览中心盛大开启。这里汇聚了中国/美国/韩 国/新加坡/波兰/罗马尼亚以及非洲/拉美等众多国家和地区的 1200 多家源头工厂和电商服务商。展品范围极为广泛，涵盖日用百货、五金工具、家具建材、 电子电器、文具体育、工艺礼品、跨境电商全产业链等各个领域。 林剑表示，今天，中非合作论坛成果落实协调人部长级会议在湖南长沙举行。习近平主席向会议致贺信，宣布将落实对53个非洲建交国实施100%税目产品 零关税举措，为非洲最不发达国家对华出口提供更多便利，愿同非方深入落实"十大伙伴行动"，为中非携手推进现代化、建设新时代全天候中非命运共同体 提供了重要指引。王毅外长出席会议开幕式并就推动中非合作高质量发展提出中方五点倡议，指出中非要坚持守望相助，做全球南方团结的 ...

Core Insights - The article discusses the increasing presence of Chinese cross-border sellers in the African e-commerce market, particularly through platforms like Jumia and Takealot, as U.S. market conditions become challenging for these sellers [1][4]. Group 1: Market Dynamics - Jumia, Africa's largest e-commerce platform, reports that over 80% of its 12,000 international sellers are from China, contributing one-third of its GMV with a year-on-year growth rate of 60% [2]. - Takealot, South Africa's largest e-commerce platform, is also seeing a rise in Chinese ownership and has relaxed its registration fees, which previously reached 30,000 RMB [3]. - The number of e-commerce users in Africa grew to approximately 387 million in 2022, with a penetration rate of 32%, expected to reach 500 million users and a penetration rate of 39.5% to 40% by 2025 [5]. Group 2: Challenges for Chinese Sellers - Chinese sellers face challenges in profitability due to the low average order value of products sold on platforms like Jumia and Takealot [7]. - The logistics of shipping from China to Africa typically take 15 to 21 days, which is not appealing to African consumers who prioritize delivery speed [8]. - South African government policies pose risks for Chinese cross-border e-commerce, including investigations into companies like SHEIN for potentially evading import duties [10][11]. Group 3: Local Platform Advantages - Local platforms like Takealot have a logistics advantage, with the ability to offer same-day or next-day delivery due to their local warehouses [14]. - Chinese sellers must maintain inventory in Africa, which increases operational costs, as local warehousing can cost around 60,000 ZAR (approximately 24,000 RMB) per month for a 1,000 square meter facility [17]. - High logistics and inventory costs make it difficult for Chinese sellers to profit from low-priced items, with products priced above 200 ZAR (approximately 80 RMB) being more competitive on Takealot [19]. Group 4: Performance of Local Platforms - Despite the advantages, local platforms like Jumia and Takealot face significant challenges, including Jumia's continuous losses since its inception in 2012 and a 13% decline in revenue in Q3 2024 [24]. - Takealot's GMV growth dropped from 72% in 2021 to 15% in 2022, and it reported a loss of 22 million USD (approximately 408 million ZAR) in 2023 due to slowing consumer demand [26]. - The entry of Chinese platforms like SHEIN and Temu has intensified competition, with SHEIN capturing 35% of the online women's clothing market in South Africa [28].

Group 1: Market Overview - The ongoing conflict between Iran and Israel is causing market volatility, with the Hang Seng Index recently closing with a bearish candlestick pattern [2] - The market is closely monitoring the potential for escalation in the Iran-Israel conflict, with expectations that large-scale conflict is unlikely due to diplomatic efforts from the US and Russia [2][6] - The upcoming Federal Reserve interest rate decision on June 19 is anticipated to be influenced by rising oil prices, which have dampened expectations for a rate cut [2] Group 2: Oil and Shipping Industry - The intensity of the Iran-Israel conflict could significantly impact oil shipping rates, particularly if Iranian oil exports are disrupted, potentially removing 1.8 million barrels per day from the market [6] - The shipping sector is expected to be influenced by the geopolitical situation, with a focus on how the conflict may affect oil and gas negotiations and the potential for US intervention [6][7] - The sentiment surrounding the Iran-Israel conflict is expected to catalyze movements in shipping stocks, particularly those involved in oil transportation [8] Group 3: Investment Opportunities - The company MicroPort Scientific Corporation (02252) is projected to benefit significantly from the growing laparoscopic surgical robot market, with a forecasted compound annual growth rate of 43% from 2025 to 2030 [4] - The laparoscopic surgical robot market in China is expected to reach 11.2 billion RMB by 2030, with a compound annual growth rate of 21% over the next five years [5] - The company is positioned to capitalize on its cost advantages and comparable functionality to leading systems, which may enhance its market share in both domestic and international markets [5]

以下文章来源于出海潜望 ，作者周月明 出海潜望 . 挖掘出海故事，助力企业全球化。来吧！一起去全世界逐浪 出品｜虎嗅商业消费组 作者｜周月明 编辑｜苗正卿 题图｜AI生成 中国各大跨境电商平台的"美国梦"正在集体破碎。 虽然自5月12日日内瓦声明后，美对华关税已降为30%（ 10%基础关税+20%芬太尼税 ），但关税政 策不稳定带来的下滑已给各大平台带来阴影。 再加上美国对小额包裹关税政策的调整，仍在扼住中国跨境电商的喉咙。 2025年5月2日起，所有来自中国大陆和香港、货值低于800美元的包裹，将不再享受关税豁免及T86 快速清关待遇，改为征收120%关税或每单100美元固定费用（ 6月1日上调至200美元 ）。 " 30%的关税影响不大，200美元每单的操作费才是目前跨境电商平台最大的难点。" 资深业内人士 告诉虎嗅。除了对成本影响大之外，为了凑成一个大包裹，发货时效也会降低。 各大国内跨境电商平台开始纷纷寻求其他增长机会，欧洲和南美市场成了他们的加码重地。 一组平台流量投放的数据可以反映出这一变化： 据消息人士透露，2025年4月，Temu的流量投放结构中，北美只占比4%，而欧洲占比最大为49%， 拉美 ...

Core Viewpoint - The "American Dream" of major Chinese cross-border e-commerce platforms is collectively shattering due to unstable tariff policies and new regulations on small package tariffs, prompting a shift towards European and Latin American markets [1][2][10]. Group 1: Impact of Tariff Policies - As of May 2, 2025, packages from mainland China and Hong Kong valued under $800 will no longer enjoy tariff exemptions, facing a 120% tariff or a fixed fee of $200 per order, significantly impacting cross-border e-commerce operations [1][2]. - Temu's business volume in the U.S. dropped by 40% from March to April 2025 and by 72% compared to its peak in 2024, with daily active users decreasing by 58% in May due to the end of small package tariff exemptions [2][5]. Group 2: Strategic Shifts in Market Focus - Major platforms are reallocating resources to European and Latin American markets, with Temu's traffic allocation showing only 4% to North America and 49% to Europe as of April 2025 [1][2]. - Temu aims to double its revenue target in Europe for 2025 compared to 2024, redistributing resources from the U.S. market and increasing local supplier partnerships [11][12]. Group 3: Challenges in the U.S. Market - TikTok Shop's sales target for 2024 in the U.S. is $17 billion, but internal reports indicate consistent underperformance, with a 20% drop in weekly orders following tariff implementation [5][6]. - SHEIN has been reducing its U.S. market presence since 2024, facing challenges in penetrating the core consumer demographic compared to competitors like Temu [9][10]. Group 4: Growth in European and Latin American Markets - Temu's market share in Brazil reached 9.9% in April 2025, surpassing Shopee, while SHEIN also targets significant growth in Latin America, with an expected 80% increase in revenue from Brazil and Mexico in 2024 [20][21]. - TikTok Shop is expanding in Latin America, focusing on local operations due to high tariffs, with daily sales in Mexico at approximately $700,000 and $110,000 in Brazil [21].

Core Insights - The textile industry in Shaoxing, particularly in the curtain sector, is experiencing a significant boost due to the "6·18" promotional event and government subsidies, leading to increased production and inventory preparation [1] - Despite facing challenges such as weak domestic demand and fluctuating international policies, businesses in the region maintain a cautiously optimistic outlook for the global market, focusing on internal profit optimization and supply chain improvements [1][2] - The e-commerce sales of curtain products from Shaoxing are projected to exceed 20 billion yuan in 2024, capturing over 90% of the domestic market share and 66.43% growth in international online transactions [2] Industry Dynamics - The textile industry is currently facing global market volatility, with businesses adjusting quickly to market changes despite initial concerns [2] - Companies are diversifying their sales channels, with some transitioning from B2B to B2C models through platforms like Amazon, which has led to significant increases in order volumes and profitability [3][5] - The shift to cross-border e-commerce requires companies to manage inventory and supply chains more effectively, with a focus on understanding market differences between domestic and international consumers [6][7] Technological Advancements - The introduction of flexible production chains and smart factories has dramatically increased productivity, allowing workers to produce up to 20 sets of products compared to just 1-3 previously [8] - Companies are implementing innovative processes, such as high-temperature pre-treatment, to address challenges like fabric shrinkage during shipping, ensuring product quality meets international standards [8] - The industry is evolving towards greater personalization, branding, and sustainability, with a focus on integrating channels and products to meet changing consumer demands [9]

南方财经记者 曹媛 深圳报道 跨境电商火热背后，风险也正暗涌。 2024年，我国跨境电商进出口2.63万亿元，同比增长10.8%。作为"外贸第一城"，深圳在跨境电商领域 占据重要地位。数据显示，深圳汇聚超12万家贸易型企业，约占全国总数一半，2024年进出口总额达 3720亿元，占全国总量14%。 但在跨境电商行业蓬勃发展背后，境内采买环节的风险正成为制约跨境电商企业发展的关键因素。 跨境电商面临诸多境内采买痛点 在此背景下，今年深圳保险业推出了"深圳市跨境电商境内采购应付账款保证保险"（简称"跨境电商 保"），人保财险、平安财险、国寿财险、太保财险、太平财险、大家财险等六家保险公司组成共保 体。 记者了解到，全国首单"跨境电商保"保证保险于今年4月已落地深圳。6月12日，有关政府部门和保险公 司联合启动产品服务，上述六家保险公司联合签署"跨境电商保"服务公约，约定按市场化、法治化原则 运作，通过信息共享提升承保能力与服务水平。 某企业投保后，供货商将信用额度提升50% 据相关人士介绍，"跨境电商保"以深圳地区跨境电商为投保人，依托真实贸易场景，开发期限短、费率 低、保障灵活的专属保证险产品，承保跨境电商对外 ...

中国跨境电商SaaS市场 丨行业报告 核心摘要： 新兴市场在电商用户增量与交易活跃度提升方面将继续承担全球电商增长的主要驱动 力 2020至2024年间，全球电商市场总体保持扩张趋势，年均复合增长率达9.8%，但不同地区呈现出 截然不同的增长动能。北美电商市场在高消费能力、高电商渗透率、线上零售基础设施和生态完善 的支持下，电商用户人均消费额持续上升，电商市场规模继续保持强劲增长。东南亚在社交电商与 移动互联网驱动下，成为全球电商增速最快的区域之一。其用户基数庞大、渗透率快速攀升，增长 潜力巨大。欧洲市场虽保持稳定扩张，但由于市场结构性分散，电商渗透有进入瓶颈的态势，且地 缘政治风险、通胀预期使得消费者趋于理性，电商市场规模增速显著放缓。整体来看，2020-2024 年全球电商增长重心由传统发达市场向新兴区域加速转移，新兴市场在电商用户增量与交易活跃度 提升方面将继续承担全球电商增长的主要驱动力。 2020至2024年间，全球经济逐步修复，呈现出名义GDP持续增长、商品出口贸易总额阶段性震荡后 趋稳的格局。2023年起全球商品出口贸易增速放缓、全球商品出口总额占GDP的比重不再显著上 升，反映出在制造成本上升 ...

据介绍，本届博览会聚焦跨境电商产业发展主题，举办了5场行业生态交流类活动以及10场出海市场对 接类活动，让各方共商、共话黄河流域跨境电商行业发展的新模式、新机遇，为海内外买家与卖家创造 了更多面对面交流和学习的平台。 6月12日，观众参观2025黄河流域跨境电商博览会。孙进涛摄 中新网青岛6月14日电(张孝鹏)为期3天的2025黄河流域跨境电商博览会14日在青岛西海岸新区落下帷 幕。记者当天从成果发布会上获悉，本届博览会汇集来自中国23个省(区、市)的503家企业参展，吸引 5.2万余人次到场参观，实现经贸配对额超6.8亿元人民币。 6月14日，2025黄河流域跨境电商博览会成果发布会举行。孙进涛摄 发布会上，中国(山东)自贸试验区青岛片区(简称"青岛自贸片区")工委委员、管委会副主任隋斌介绍 说，本届博览会规模达2.3万平方米，全产业链资源集聚，商贸对接再创新高。现场设置9个展馆，吸引 超40家全球电商平台参展，覆盖欧美、东南亚、日韩等市场。 隋斌说，本届博览会的跨境电商服务商参展数量创历届之最，参展商服务类型覆盖物流、海外仓、支付 等全产业链。博览会首次设立源头工厂馆，吸引超400家源头工厂携万余种品类参 ...

董事长朱健在挂牌仪式上表示，跨境电商行业正处于政策红利期，公司将以此次挂牌为契机，充分借助资本市场 的力量，优化资源配置，提升服务能力，为更多卖家创造价值。他强调，武汉流星汇聚将继续发挥自身优势，深 化孵化服务体系，通过专业培训、资源对接等方式，帮助卖家实现稳健成长。 在国家政策持续利好的背景下，跨境电商行业迎来了广阔的发展空间。2025年4月21日，武汉流星汇聚电子商务有 限公司迈入全新发展阶段，正式登陆上海股权托管交易中心，完成挂牌展示。这一重要举措标志着武汉流星汇聚 在资本市场的崭新起点，也为未来的业务拓展奠定了坚实基础。 武汉流星汇聚电子商务有限公司长期深耕跨境电商领域，专注于自营店铺运营及卖家孵化服务，凭借专业的团队 和成熟的运营模式，在行业内积累了丰富的经验与资源。公司致力于为卖家提供全流程服务，涵盖店铺开设、产 品选品、物流配送及售后支持等环节，助力创业者高效进入跨境电商市场。此次成功挂牌，不仅是对公司过往成 绩的认可，更彰显了市场对其未来发展潜力的信心。 在不断发展的跨境电商领域，武汉流星汇聚电子商务有限公司凭借其独特的五对一服务体系，不仅赢得了市场的 广泛认可，更在合作客户心中树立了坚实的信 ...