在中国市场低调了很多年的亚马逊海外购，正在持续加码。 7月2日，亚马逊海外购宣布，将在7月8日-12日开启"海折节"。这是亚马逊海外购首次专为中国消费者量身打造的购物节。 亚马逊的野心不小，就如同京东造就618、阿里打造双十一，亚马逊要把"海折节"打造成中国消费者的一个年度盛事。 亚马逊中国副总裁、亚马逊海外购中国及亚马逊新加坡电商负责人李岩川在媒体交流会上对华尔街见闻表示，亚马逊海外购希望将"海折节"打造为中国海淘 爱好者的年度消费节点。 这注定是一场艰巨的战争。如今的中国跨境进口电商市场，天猫国际、京东国际和抖音全球购等本土巨头已占据超七成市场份额。 面对巨头环伺，亚马逊告别昔日的打法，转而打出一套新的组合拳：以"海折节"主动避开618与双11的锋芒，创造自己的消费节奏；推出"进口超市"频道， 用部分低至9.9元的选品直击母婴、食品等高频复购场景；并联手昔日对手京东，借助其庞大用户规模获取新的增长点。 2004年，亚马逊通过收购卓越网正式进入中国市场。在中国互联网曾经的"草莽年代"，亚马逊完成了漂亮的开局，然而随着阿里、京东等中国本土电商的崛 起，亚马逊在中国电商市场走向边缘，最终决定在2019年停止为中 ...

Core Insights - Dunhuang.com has become a leading free shopping app globally amidst tariff challenges, leveraging its B2B and B2C capabilities to attract significant traffic [1] - The platform is witnessing a blurring line between B2B and B2C, with an increasing demand for brand expansion among traditional manufacturers [1][2] - The rise of content e-commerce and influencer marketing is enhancing brand visibility and sales opportunities for Chinese merchants [1][4] Industry Trends - The demand for brand expansion among traditional manufacturers is growing, with many factories looking to develop their own brands alongside OEM capabilities [2] - Popular product categories on Dunhuang.com include fashion items, home goods, and personalized products, with the pet category experiencing a remarkable growth of 225% in the past six months [3] - The platform emphasizes the importance of understanding core competitive advantages for merchants entering the cross-border e-commerce space [3] Company Strategy - Dunhuang.com has been focusing on integrating content and AI tools to enhance the efficiency of brand promotion and product visibility [4][5] - The company aims to break away from pure price competition by leveraging community engagement and influencer partnerships to build brand recognition for Chinese products [5] - Future plans include deepening AI applications, fostering community engagement, and maximizing the potential of influencer marketing to support Chinese brands in establishing a strong market presence [5]

Core Insights - The Chinese cross-border import e-commerce market holds significant potential, driven by increasing consumer awareness and demand for overseas products [1][3] Group 1: Market Opportunities - Three main factors support the growth of the Chinese cross-border import e-commerce market: favorable government policies, rapid advancements in AI technology, and improvements in logistics [3] - Government policies provide tax incentives and optimize customs infrastructure, creating a conducive environment for cross-border e-commerce [3] - The rapid development of AI technology enhances efficiency across various e-commerce processes, allowing employees to focus on more creative and valuable tasks [3] Group 2: Logistics and Infrastructure - The global logistics system and international flights are gradually recovering, presenting structural opportunities for cross-border e-commerce [3] - As the volume of cross-border e-commerce continues to grow, more companies are expected to utilize commercial flights for cargo transport, improving the efficiency of the entire logistics chain [3] Group 3: Localization Strategies - Amazon is actively investing in live streaming as part of its localization strategy, establishing a mature live streaming system on its WeChat mini-program [4] - The trend of "dual integration" between e-commerce platforms and content platforms is creating greater development space for live streaming sales [4] - Live streaming in China has a significantly higher conversion rate compared to Southeast Asia and Western markets, making it an essential part of the e-commerce ecosystem [4]

Core Insights - Cross-border e-commerce has become a significant topic in foreign trade discussions during the national two sessions, with a focus on "stabilizing foreign trade" and "promoting cross-border e-commerce development" [1] - The light asset nature of cross-border e-commerce leads to financing difficulties and risks from a complex international environment, which restricts the development of e-commerce enterprises [1] Group 1: Financing Solutions - Hangzhou's Linping District is implementing comprehensive financial service reforms to address financing challenges for cross-border e-commerce, utilizing credit insurance, data verification, and supply chain finance [1] - From January to May this year, Linping's cross-border e-commerce customs export value increased by 282% year-on-year [1] - The district has introduced a "cross-border e-commerce data loan" that uses real business data as a key credit indicator, allowing companies to access funds without traditional collateral [5] - As of now, the cross-border e-commerce data loan has provided 3.8 billion yuan in unsecured credit loans to 37 enterprises, with interest rates 15 basis points lower than the industry average [5] Group 2: Risk Management - The new cross-border e-commerce comprehensive insurance launched by Linping District addresses various risks, including overseas policy risks, platform payment risks, and overseas distribution risks, with a maximum compensation ratio of 90% [7] - The insurance scheme has already benefited four leading enterprises in Linping, with a total insured amount of 1 billion USD, enhancing their confidence in facing unexpected events [7] - The management of Senbo Clothing expressed that the new insurance helps evaluate platform operations and provides necessary insurance services, allowing the company to expand into new markets more confidently [7]

2025年已过半。回望过去这半年，全球贸易与跨境电商行业在复杂多变的环境中持续演进。地缘格局重 塑、贸易政策调整、技术创新迭代……这些变化虽带来挑战，却也孕育着新的机会。每一次波动，都是 对系统抗压能力的检验，也是新一轮增长的起点。对于以店匠科技(Shoplazza)为代表的技术服务型跨境 电商独立站 SaaS 平台而言，真正的考验，正是在变化之中捕捉确定性与增长窗口的能力。 所幸，店匠科技的方向始终明确：以技术为基、灵活为本、生态为桥，在出海风浪之中，伴随全球商户 寻找新的增长曲线。 以技术创新穿越波动，SaaS 根基持续稳固 2025 年上半年，全球电商格局持续演化。北美市场稳中有进，东南亚、拉美等新兴市场释放出强劲动 能，而欧洲则在多重因素交织下寻求新的均衡。 整体来看，全球电商正从流量红利转向竞争难度更高的结构性调整，尤其对于跨境卖家而言，精细化运 营与资源整合能力的分化愈发显著。同时，中国跨境电商出口持续高位增长，继续成为带动中国整体出 口大盘的重要板块。 在这样的背景下，SaaS 平台的价值正在不断重构。 独立站所赋予品牌更完整的流量掌控与数据沉淀权利，也对品牌团队的战略眼光与综合运营能力提出了 ...

Core Viewpoint - Haipai Ke, a leader in the maternal and infant market, is attempting to go public amid a challenging capital environment, revealing structural concerns beneath its market dominance and financial struggles [1] Financial Imbalance: Dual Strangulation of Growth and Debt - Haipai Ke's financial statements reflect a contradiction: while claiming to dominate the low-tier market, it faces a stark reality of sluggish revenue growth [2] - Profit cliff and gross margin collapse: Profits for 2022, 2023, and 2024 were 1 million, -56.54 million, and -78.83 million respectively, showcasing a dramatic decline from a small profit to a near 80 million loss [2] - A significant drop in gross margin by 11.4 percentage points over two years indicates that the "low-margin, high-volume" strategy in the low-tier market has failed due to competition from major e-commerce platforms [2] - The company is trapped in a capital cage with a net debt of 2 billion, necessitating continuous funding to maintain market share while struggling with low-margin operations [2] Industry Issues: The Curse of "Economies of Scale" - The financial structure of Haipai Ke reflects a common industry problem, where the maternal and infant vertical market struggles under pressure from larger competitors [3] Model Paradox: The "False Moat" of the Low-Tier Market - Haipai Ke's self-proclaimed "fortress" in the low-tier market is showing cracks due to consumption downgrade and competition from giants [4] - The shift to self-owned brands and operations has led to increased inventory pressure and cash flow consumption, while low-tier consumers show limited acceptance of high-priced maternal and infant brands [4] - The once blue ocean of the low-tier market has turned into a red sea, with major players like JD and Alibaba aggressively competing, undermining Haipai Ke's loose network of 290,000 registered buyers [4] - The declining birth rate over the past decade has shifted the competition from incremental growth to a battle for existing market share, making further expansion risky [4] Conclusion: Survival Game in a Tight Spot - Haipai Ke's IPO represents a race against time to secure capital for restructuring its business model, but without addressing the mismatch between low-tier consumer power and high growth expectations, the company faces long-term trust issues in the capital market [6] - The essence of business returns to the ability to generate profits in the low-tier market, determining who truly deserves the title of "king of the low-tier" [6]

Core Points - The 15th Yanji Budweiser Beer Food Festival and the 2nd E-commerce Cultural Festival will commence on July 11 at 18:00 [1] - The event will run from July 11 to July 27, daily from 18:00 to 21:30 [7] Event Layout - The festival features five distinct areas: Beer Food Festival Area, Auto Exhibition Area, Folk Cultural Experience Area, Coffee Culture Leisure Area, and E-commerce Cultural Festival Area [7] - The Beer Food Festival Area will include a 2,100 square meter beer pavilion with a stage and dining area, accommodating 1,000 people [7] - The Auto Exhibition Area will showcase products from six companies, including Audi and Volkswagen, in a 340 square meter space [7] - The Folk Cultural Experience Area will display local cultural products and heritage, covering approximately 400 square meters [7] - The Coffee Culture Leisure Area will provide a public space of 1,000 square meters for outdoor relaxation and coffee culture experiences [7] - The E-commerce Cultural Festival Area will include various interactive spaces for AI e-commerce and live streaming [7] Participating Enterprises - A total of 26 enterprises have been selected to participate in the food and e-commerce areas, offering a variety of food options including barbecue, seafood, and local specialties [8] - Daily cultural performances, themed days, and food competitions will be organized throughout the festival [8]

Core Insights - TikTok Shop has officially launched its e-commerce operations in Japan, allowing brands, cross-border sellers, and content creators to sell products directly to Japanese users through live streaming and short video guides, creating a seamless shopping experience [1][4] - Japan is the fourth largest e-commerce market globally, with a projected market size of $258 billion in 2024, expected to grow to nearly $700 billion by 2033, reflecting a compound annual growth rate (CAGR) of over 11% [4] - TikTok has a strong user base in Japan, with over 33 million monthly active users, particularly popular among teenagers and young adults, providing a large and youthful target audience for sellers [4][5] Market Entry Strategy - The entry into Japan is part of TikTok's broader global e-commerce strategy, following its rapid expansion into European and Latin American markets earlier this year [5] - The geographical and cultural similarities between China and Japan provide a unique advantage for Chinese sellers, reducing the barriers to local market adaptation [4] - The Japanese site is open to Chinese sellers, allowing cross-border direct shipping or local warehouse fulfillment, with minimal requirements for business registration, indicating a favorable policy environment [4] Growth Potential - TikTok Shop's expansion is supported by its vast user base and content influence, with over 1 billion monthly active users globally, facilitating the conversion of entertainment traffic into shopping behavior [7] - The diversified market presence helps mitigate geopolitical risks, especially in light of ongoing regulatory pressures in the U.S. market [7] - The launch of TikTok Shop in Japan presents significant growth opportunities for cross-border e-commerce sellers, although they will face challenges in managing orders, traffic, and marketing on a socially-driven platform [7] Operational Support - YiCang ERP, a specialized service for cross-border e-commerce sellers, has integrated with TikTok Shop to provide operational support, including sales data tracking and advertising management [8] - The ERP system allows sellers to manage multiple advertising accounts efficiently and evaluate collaboration effectiveness through data analysis [8]

Core Insights - eBay is focusing on Europe as a blue ocean market for automotive parts, leveraging local manufacturing hubs and expanding into second and third-tier cities in Guangdong [1][4] - The demand for automotive aftermarket parts is increasing globally due to rising vehicle ownership and the growth of cross-border e-commerce [2][5] - Guangdong province leads in automotive parts exports in China, with significant growth in e-commerce sales to various international markets [4][6] Group 1: Market Trends - The European automotive aftermarket is valued at over €180 billion, growing at a stable rate of 5% annually, with online penetration currently at only 10% [5] - The demand for automotive parts in Europe is driven by a high vehicle ownership rate, with over 400 million cars and an average vehicle age exceeding 12 years [5] - The export of automotive parts from Guangdong reached a total of 1.6 trillion yuan in the first five months of the year, with a growth rate of 6.7% [1][4] Group 2: Industry Dynamics - The rise of electric vehicles (EVs) in Europe is creating a surge in demand for related components, with sales of Chinese-made charging stations in Germany increasing over 600% compared to three years ago [6][7] - Companies are optimizing supply chains by sourcing directly from manufacturers to reduce costs and improve delivery times [6][9] - The automotive parts market is facing challenges from tariffs, particularly in the U.S., which could impact transportation costs and inventory management [9] Group 3: Company Strategies - eBay's strategy includes connecting more local manufacturing hubs to enhance supply chain efficiency and reduce costs [6] - Companies are expanding their product lines to include EV components, responding to the growing market for electric vehicles in Europe [7][8] - The focus on high-value automotive electronics and systems is expected to provide additional revenue streams for companies operating in the automotive parts sector [8]

Core Viewpoint - The incident involving Romoss power banks highlights the fragility of e-commerce platforms' consumer protection mechanisms, as thousands of users face refund issues due to the seller's insufficient account balance after a recall of 490,000 defective products [1][3]. Group 1: Incident Overview - Romoss Technology announced a recall of 490,000 power banks due to defects in battery cell materials that could cause overheating or even fires [3]. - Consumers are experiencing a tug-of-war with the platform and the seller, as many report being unable to receive refunds due to the seller's insufficient account balance [3][4]. - The platform's response has raised public concerns about the efficacy of e-commerce consumer protection systems [3]. Group 2: Platform Mechanism Analysis - The guarantee deposit system, intended to protect consumers, has proven ineffective in this case, with estimated recall costs exceeding 40 million yuan, far surpassing the typical guarantee deposit for ordinary sellers [4]. - Signs of financial distress in the company, such as operational shutdowns and changes in legal entities, indicate a collapsing funding chain [4]. - The platform has failed to implement a dynamic guarantee deposit mechanism that aligns with product risk, nor has it monitored high-recall-risk sellers effectively [4]. Group 3: Legal Perspective - Romoss has violated the safety assurance obligations under Article 26 of the Product Quality Law, while the platform may have neglected its qualification review responsibilities under Article 38 of the E-commerce Law [5]. - The legal challenge for consumers is exacerbated by the priority of debt repayment, where consumer claims rank lower than employee wages in bankruptcy situations [5]. - The recall execution is complicated by safety risks, as some courier companies refuse to accept returns, and the platform's suggested disposal method poses additional hazards [5]. Group 4: Consumer Self-Help Strategies - Consumers are advised to stop using the recalled products immediately and to file complaints through the 12315 platform, providing necessary order and business license information [6]. - For non-recalled products showing defects, consumers should classify them as hazardous waste and retain evidence [6]. - When purchasing alternatives, consumers are encouraged to choose brands with transparent supply chains, such as Xiaomi and Anker, to avoid falling into low-price traps again [6]. Group 5: Industry Implications - The crisis reflects a broader issue of supply chain quality control failures, particularly with the battery cell supplier's misconduct [7]. - The current e-commerce guarantee deposit system is inadequate for handling large-scale product recalls and unexpected events [7]. - The industry needs to establish a special risk reserve system for e-commerce and mandate product liability insurance for high-volume sellers to protect consumers from bearing the risks of corporate failures [7].