11日下午，由江苏省商务厅指导，无锡市商务局与焦点科技联合主办的"江苏优品行全球"跨境出海系列 活动无锡专场同步举行。MIC国际站资深运营专家、Doba商家运营经理、inQbrands北美出海顾问分别 围绕江苏产业带政策解读、海外市场开拓及风险控制等实操内容展开分享，帮助企业提升经营技巧、把 握市场机遇。根据规划，该系列峰会将陆续走进江苏省十三地市，通过"精准滴灌"式服务，助力江苏外 贸高质量发展迈上新台阶。 此次交易会不仅是一次行业资源的集聚与对接，更是长三角"跨境电商+产业带"融合发展的阶段性成果 展示。随着政策赋能、企业联动与技术支撑的持续深化，长三角外贸企业正加速"出海"，为我国跨境电 商高质量发展贡献区域力量。未来，焦点科技也将进一步深化外贸解决方案、优化平台运营服务，与各 方共同打造长三角跨境电商发展新格局。 在开幕式上，焦点科技副总裁国婷丽表示，长三角凭借优越的地理位置、发达的制造业体系和完善的产 业链配套，已成为我国经济版图中至关重要的增长极。作为扎根江苏近三十年的互联网企业，焦点科技 深度参与区域发展，2024年，焦点科技与无锡市商务局携手，共同发布无锡市"跨境电商+产业带"中国 制造网线上 ...

Group 1 - Doubao-Seed-1.6 model was officially launched, supporting 256k long context, with a daily average token usage of 16.4 trillion by the end of May [1] - The launch reflects the extensive application of Doubao in a competitive large model industry, necessitating continuous performance optimization and innovation in multimodal fields [1] Group 2 - Qianxun launched a mini-program named "Qianxun Super Member," which sparked speculation about its connection to the return of influencer Viya, but the company denied any such link [2] - The mini-program aims to promote consumption and serve merchants while adhering to national laws and regulations, indicating a shift in the live e-commerce industry towards private domain operations [2] Group 3 - AliExpress, a cross-border e-commerce platform under Alibaba, launched a car sales business, initially offering Chinese electric vehicles during the overseas "618" shopping festival [3] - This move is seen as a strategic expansion into vehicle sales, leveraging its existing user base in auto parts, but faces challenges related to after-sales and logistics [3] Group 4 - 3D model company VAST secured tens of millions of dollars in Pre-A+ round financing, led by Beijing AI Industry Investment Fund, with previous investors including various venture capital firms [4] - VAST launched the world's first AI-driven one-stop 3D workspace, Tripo Studio, and is set to introduce a new algorithm, Tripo 3.0, enhancing its competitive edge in the 3D modeling market [4]

文章来源 本文摘自：2025年6月10日发布的 5月出口增速回落但韧性仍强 刘越男 ，资格证书编号： S0880516030003 陈 笑 ，资格证书编号： S0880518020002 更多国泰海通研究和服务 亦可联系对口销售获取 重要提醒 报告导读： 5 月出口受关税及上年高基数影响，随中美贸易谈判取得实质性进展，出海链 受益，部分对美敞口高的公司望迎估值修复。 5 月出口增速趋缓。 1) 海关总署披露 5 月进出口数据，按美元计进出口增速 1.3%/ 环比 -3.3pct ，其 中出口增速 4.8%/ 环比 -3.3pct 、进口增速 -3.4%/ 环比 -3.2pct ；我们认为主要因关税冲击叠加上 年高基数影响，但出口在同比减少 2 个工作日的情况下仍正增凸显外贸韧性，我们认为得益于中美会谈后 的政策利好、贸易伙伴持续扩容及外贸企业通过保税物流、转口贸易等模式灵活应对关税壁垒的能力提 升； 2) 分区域： 5 月对美国 / 欧盟出口增速分别 -35/12%( 前值分别 -21/8%) ，对美出口下滑较显 著；对非洲 / 东盟 / 拉美出口增速分别 33/15/2%( 前值分别 25/21/17%) ...

Core Viewpoint - The company is preparing for its 2024 Annual General Meeting (AGM) and has outlined its operational performance, financial results, and future strategies, emphasizing a focus on the dual business model of "tourism + commerce" to drive growth and transformation [1][4][12]. Meeting Procedures - The AGM will be held on June 20, 2025, combining on-site and online voting methods to ensure shareholder participation [3][4]. - Shareholders must register to speak or ask questions before the meeting starts, and speaking time is limited to five minutes per shareholder [2][4]. Financial Performance - The company reported a revenue of 778 million yuan in 2024, a decrease of 9.31% from 2023, with a net profit attributable to shareholders of 45.64 million yuan, reflecting a year-on-year increase of 33.69% [21][27]. - The company’s operating income from its main business decreased by 7.94%, with notable declines in retail and non-metal materials, while the travel service sector saw a 29.39% increase [28][29]. Business Development Strategies - The company aims to enhance its traditional commerce sector while deepening its involvement in the tourism industry, leveraging its capital platform for high-quality development [12][14]. - Future plans include optimizing ticket pricing for boat services, enhancing retail experiences, and expanding travel agency offerings to new markets [12][13]. Governance and Compliance - The board and supervisory committee have conducted their duties in accordance with relevant laws and regulations, ensuring the company operates within legal frameworks and maintains shareholder interests [15][19]. - The company has established a robust internal control system to manage risks and ensure compliance with financial regulations [18][19]. Profit Distribution - The company plans not to distribute profits for the 2024 fiscal year due to a negative retained earnings balance, aligning with regulatory requirements [31][32].

Core Insights - The global pet economy is experiencing significant growth, with the market expected to exceed $300 billion by 2025 and reach $500 billion by 2030 [1] - Eastern Europe is emerging as a new engine for the global pet economy, driven by rapid economic growth and changing lifestyles [3] Market Growth - The pet care market in Eastern Europe is growing at an annual rate of 8.8%, making it one of the fastest-growing regions in the global pet care market [1][3] - Poland's GDP growth is projected at 2.9% and Romania's at 2.1% for 2024, significantly outpacing Germany's 0.6% [3] Consumer Behavior - High pet ownership rates in Eastern Europe, with Romania having 48% of households owning cats and 45% owning dogs, exceed the EU average [3] - The increase in disposable income and the trend of pet humanization are driving demand for pet products and care [5] E-commerce Dynamics - eMAG is the leading e-commerce platform in Eastern Europe for pet products, with over 90% brand recognition in Romania, Bulgaria, and Hungary [11] - The average transaction value for pet-related categories on eMAG has seen significant growth, with some categories increasing by over 60% year-on-year [7][9] Product Categories - Popular product categories include pet cosmetics, grooming tools, and training equipment, with pet care products showing a 13% market value increase in 2024 [5][8] - The top five highest average transaction value products include pet carriers, travel accessories, and nutritional supplements [9] Sales Trends - Sales peak on Mondays, as consumers tend to research and compare products over the weekend [10] - eMAG's pet category has consistently shown a year-on-year growth rate exceeding 20% from 2021 to 2024 [11] Strategic Opportunities - The untapped potential in the Eastern European pet market presents a lucrative opportunity for cross-border sellers [10] - eMAG has invested over €4 billion in local infrastructure and launched support programs for Chinese sellers, enhancing market entry opportunities [13] Future Outlook - The explosion of the Eastern European pet market is underway, with eMAG holding a 92% market share, providing a gateway for sellers to establish brand recognition [14]

本报记者张敏见习记者梁傲男 今年海外"618"，外国人可以从中国跨境电商平台买车了！6月11日，记者获悉，阿里巴巴集团控股有限公司（以下简 称"阿里巴巴"）旗下跨境电商平台速卖通AliExpress上线卖车业务，海外"618"期间在中东率先开售。这也是"出海四小 龙"首次进军卖车赛道。 "卖车"并非一时兴起。事实上，汽车配件一直是速卖通的强势类目，且保持高速增长，积累了庞大的全球汽车用户， 有"整车出海"的天然用户基础。另一方面，2024年中国汽车出口量同比增长22.7%，达到640.7万辆，稳居全球第一， 在新能源和智能网联等技术领域更是不断取得突破。 速卖通店铺页面显示，目前上架的车辆以中国品牌为主，新能源车型占比较多，包括比亚迪元、吉利星愿、小米 SU7、理想L7、小鹏G9等。其中不少都已加入速卖通"百亿补贴"品牌出海。图：速卖通卖车页面 公开资料显示，速卖通一直在发力品牌业务。去年起，速卖通就开启了"百亿补贴"品牌出海计划，以"投资视角"挖掘 出海潜力新品牌。目前速卖通已与宇树科技、安科创新、Rokid、Xreal等高科技品牌及潮玩顶流品牌泡泡玛特展开合 作。此次涉足车圈，将是速卖通在品牌出海赛道上的 ...

跨境电商上线卖车业务：中东地区开售中国电动车 订阅新能源汽车动态 +订阅 金十数据6月11日讯，阿里旗下跨境电商平台速卖通AliExpress上线卖车业务，海外618期间在中东率先 开售。速卖通店铺页面显示，目前上架的车辆以中国新能源车为主，包括比亚迪元、吉利星愿、小米 SU7、理想L7、小鹏G9等热门车型，不少都已加入速卖通百亿补贴品牌出海。据悉，这是"出海四小 龙"里首个卖车的平台。"卖车"并非一时兴起。事实上，汽车配件一直是速卖通的强势类目，且保持高 速增长，积累了庞大的全球汽车用户，有"整车出海"的天然用户基础。而另一方面，中国汽车出口势头 迅猛，在新能源和智能网联等技术领域也不断突破。 （国是直通车） ...

Core Viewpoint - The Daxing Airport area is emerging as a significant hub for cross-border e-commerce, leveraging its strategic location and various policy advantages to attract both international giants and domestic companies [4][5][6]. Group 1: Airport and Economic Growth - Daxing Airport handled 21.86 million passengers and 146,000 tons of cargo from January to May this year, marking a year-on-year increase of 9.1% and 13.1% respectively [4]. - The Daxing Airport area has integrated five key zones, including a comprehensive bonded zone and a free trade zone, to enhance foreign trade dynamics [5]. Group 2: Infrastructure and Development - The Daxing Airport area spans 150 square kilometers and has transformed from agricultural land to a modern industrial park with various public service buildings [6]. - The newly opened cross-border duty-free shop features over 2,000 imported products, benefiting from direct procurement from Europe to reduce logistics costs [6]. Group 3: Logistics and E-commerce - BigBuy, a Spanish cross-border e-commerce platform, has partnered with Daxing Airport's bonded area, offering over 400,000 products to enhance the local e-commerce ecosystem [7]. -博越 International Logistics has entered the cross-border e-commerce sector, leveraging its established logistics network in multiple countries and a 4,500 square meter bonded warehouse at Daxing Airport [7][8]. Group 4: Future Development Plans - The Daxing Airport area has over 20 square kilometers of industrial land available for development, with ongoing projects aimed at creating a modern commercial logistics CBD and international exhibition center [9]. - The area is focusing on developing aviation logistics, particularly in cross-border e-commerce, cold chain logistics, and high-end equipment logistics, with over 1.7 million square meters of logistics facilities already built or under construction [9].

Core Insights - Emerging markets are currently the largest increment in China's foreign trade, with the bilateral trade volume between ASEAN and Guangdong expected to exceed 1.45 trillion yuan in 2024, representing an 8% year-on-year growth [1] - Cross-border e-commerce is playing a crucial role in promoting "Guangdong manufacturing" to go global and enhancing cross-border supply chain cooperation [1] Group 1: Opportunities in Southeast Asia - ASEAN has been Guangdong's largest trading partner for five consecutive years, showcasing significant advantages in industrial collaboration and digital empowerment [3] - The Guangdong Provincial Council for the Promotion of International Trade plans to continue promoting e-commerce standardization and cross-border service efficiency [3] - Malaysia is emerging as a "golden springboard" for Chinese enterprises entering the ASEAN market due to its rapid e-commerce development and high internet penetration [3] Group 2: E-commerce Platforms and Innovations - Chinese merchants are increasingly entering ASEAN markets through platforms like Shopee and Lazada, which are becoming global e-commerce growth engines [4] - Lazada offers a fully managed model that alleviates the challenges of going overseas, allowing sellers to focus on supply while the platform handles operations and logistics [4] - Shopee has developed a localized fulfillment engine to address cross-border logistics challenges, achieving delivery times of 2-3 days and reducing logistics costs by up to 83% [4] Group 3: Local Market Adaptation - Despite the opportunities in ASEAN, competition is fierce, and companies face challenges such as a lack of technology and talent [5] - A case study highlighted a Malaysian batik brand that successfully entered the Indonesian and Vietnamese markets by localizing its products and hiring local designers [5] - Future cooperation between Guangdong and Thailand could be enhanced through supply chain collaboration, logistics upgrades, and cross-border payment cooperation [5] Group 4: Logistics and Payment Solutions - J&T Express has achieved 100% coverage in Indonesia through 82 transit centers, addressing high logistics costs for mid-distance sea transport [6] - The company is also forming strategic partnerships with leading mobile payment platforms in ASEAN to promote digital payment methods and improve e-commerce penetration [6]

Summary of Anker Innovations Conference Call Company Overview - **Company**: Anker Innovations - **Focus**: Consumer electronics, particularly in charging, security, robotic vacuum cleaners, and audio products Key Points and Arguments Industry Position and Performance - Anker Innovations has achieved strong ratings and traffic support on the Amazon platform due to product quality, cost-effectiveness, and an excellent service system [2][4] - The company has successfully entered major offline channels like Walmart and Best Buy, leveraging brand recognition and consumer acceptance [2][7] Financial Outlook - Tariffs are a significant factor affecting Anker's stock price, but the impact is currently manageable. Even with tariffs between 30%-50%, the company can mitigate effects through production in Vietnam and price adjustments [2][5] - Anker's profit realization is expected to remain high, with a projected compound annual growth rate (CAGR) of approximately 25% over the next three years, potentially raising the valuation to 25-30 times earnings [3][6] Competitive Advantages - Anker's core competitive advantages include a strong brand foundation, a comprehensive channel system, and the ability to develop multiple product categories [2][8] - The company has established a comprehensive brand group, capturing market share in key categories and achieving rapid growth in new categories, such as a 75% increase in sales of the X4 Pro robotic vacuum cleaner [2][9] Product Development and Expansion - Future focus areas for Anker include power banks, energy storage, security products, and robotic vacuum cleaners, with expectations of sustained growth rates of over 20% for power banks and 25%-30% for security products [11][12] - The company has successfully expanded from charging products to include security, robotic vacuum cleaners, headphones, and energy storage, demonstrating a solid methodology for new category development [10][11] Market Strategy - Anker's strategy involves enhancing product quality and providing a high-value pricing system, which has garnered consumer recognition and support on platforms like Amazon [4][7] - The company’s systematic and detail-oriented management has enabled efficient operations, allowing it to maintain price advantages despite rising raw material costs [4][7] Investment Potential - Anker Innovations is viewed as having high investment value due to its strong brand operation advantages and the formation of a comprehensive brand group [9][13] - The current valuation is approximately 21-22 times earnings, with potential for growth as tariff pressures ease, making it an attractive investment opportunity in the medium to long term [13]