Core Viewpoint - The rise of a new top live-streaming host, "Abey姐," on Douyin, achieving nearly 200 million yuan in sales within a month, highlights the evolving landscape of live commerce and the potential for rapid success through innovative presentation and marketing strategies [2][4][5]. Sales Performance - "Abey姐" operates two accounts on Douyin, with her main account generating over 100 million yuan in sales from 24 live streams, while her secondary account achieved sales between 50 million to 75 million yuan in the same period [4][5]. - The total sales from both accounts in one month approached 200 million yuan, showcasing the effectiveness of her live-streaming approach without relying on short video promotions or a substantial fan base [5][6]. Marketing Strategy - "Abey姐" adopts a "female CEO" persona, characterized by fast speech, sharp logic, and a tight rhythm, creating a compelling narrative that resonates with viewers [5][10]. - Her marketing tactics include emphasizing direct sourcing and low prices, creating a sense of urgency and exclusivity in her sales pitches [5][9]. Industry Trends - The success of "Abey姐" reflects a broader trend in live commerce where hosts create dramatic narratives and personas to engage audiences, often using low-priced products to enhance the appeal [10][11]. - Previous successful hosts like "澳门COCO姐" and "路遥" have employed similar strategies, but their popularity has waned as the novelty of such performances diminishes [11][14]. Regulatory Environment - The live commerce industry is facing increased scrutiny from regulators, with new guidelines expected to enforce stricter oversight on product sourcing and host accountability [15][16]. - The shift from an "unregulated" to a "regulated" environment indicates that future success in live commerce will depend more on product quality and service rather than just performance and marketing gimmicks [15][16]. Future Outlook - The sustainability of "Abey姐's" model is questioned due to its heavy reliance on content packaging without a solid foundation in supply chain management or customer service [16][17]. - The industry may see a shift towards hosts who can provide genuine product quality and customer trust, moving away from purely entertainment-driven sales [16][17].

Core Viewpoint - The recent policy adjustments in Japan and the UK regarding low-value import exemptions reflect a global trend of tightening regulations in the cross-border e-commerce sector, driven by concerns over unfair competition and tax loopholes [2][3][8]. Group 1: Japan's Policy Changes - Japan's Ministry of Finance is considering imposing consumption tax on low-cost imports valued at 10,000 yen or less, which currently enjoy tax exemptions [2][3]. - The volume of low-cost imports to Japan is projected to reach 169.66 million items, valued at 425.8 billion yen by 2024, marking a fivefold increase over five years [3]. - The proposed changes aim to create a fairer competitive environment for domestic retailers against Chinese e-commerce platforms that leverage existing tax exemptions [3][8]. Group 2: UK's Policy Adjustments - The UK government plans to reassess the tax exemption for imports valued under £135 to address unfair competition between e-commerce platforms and traditional retailers [5][6]. - The current exemption has led to a surge in low-value imports, raising concerns among local retailers about their competitive viability [5][6]. - If the exemption is removed, imported low-cost goods may incur an additional 20% VAT and up to 25% customs duties, potentially increasing overall costs by 20%-30% [6][8]. Group 3: Global Trends in Cross-Border E-commerce - The tightening of low-value import exemptions is part of a broader global trend, with the US, Vietnam, and the EU also revising their tax policies [8]. - The US plans to eliminate the T86 exemption for low-value packages by May 2025, while Vietnam has already abolished its low-value exemption [8]. - The EU intends to remove exemptions for packages valued under €150 by 2028, with France proposing fees for similar packages starting in 2026 [8]. Group 4: Implications for the Industry - The adjustments in tax policies will significantly alter the cost structure for sellers, particularly those relying on low-price strategies, potentially leading to reduced profit margins or losses [8][11]. - Increased compliance requirements will necessitate enhanced tax management, complicating operations and raising costs for sellers [8][11]. - The industry may undergo a reshuffle, favoring companies with strong supply chain capabilities and compliance operations, while those relying solely on low prices may be pushed out of the market [8][11]. Group 5: Future Trends in Cross-Border E-commerce - The industry is expected to see a normalization of tax compliance costs, with mandatory registration and data transparency becoming standard practices [11]. - Brand value is anticipated to replace price competition, as mid-sized and large enterprises leverage technology to build brand loyalty [11]. - The integration of online and offline channels will deepen, with social media platforms driving content-based sales [11].

破局之道，还在保持利剑高悬。监管部门要进一步加大执法力度，依法严惩违法违规行为，要将屡错屡 犯的商家和主播列入黑名单。据悉，市场监管总局正在牵头组织起草《直播电商监督管理办法》，近期 将向社会公开征求意见。同时还要创新监管模式，有效消除监管盲区，跨区域、跨部门信息共享和执法 联动，形成监管合力。 诚以安身立业，信以行稳致远。政府严监管、平台真负责、商家重诚信，直播经济才能真正成为促进消 费的助推器。 新华社贵阳5月9日电 题：直播间里"家人"成"韭菜"，得好好管！ 国家市场监督管理总局的统计数据直观反映了问题的严重程度。2024年，全国市场监管部门共接收直播 带货投诉举报40.2万件，同比增长19.3%。为促进行业规范健康发展，营造放心消费环境，整治直播电 商领域乱象势在必行。 行业规范发展的首要抓手在平台和主播。要夯实直播电商平台的主体责任，切实扭转"重流量轻质量"的 导向。对入驻平台的商家、主播等，应进行严格的资质审查；利用技术手段，加强对直播内容的事先、 事中审核监测，一旦违规，立即采取下架商品、暂停直播和永久封禁账号等分级处置措施；健全售后服 务体系。商家和主播也要意识到，不论线下线上，不能下单前还把 ...

Core Insights - The rise of cross-border e-commerce has led to the emergence of a black market for counterfeit imported health products, which has raised significant concerns among consumers and regulators [1][2] - Illegitimate businesses are exploiting regulatory loopholes in cross-border e-commerce to sell domestically produced health products as imported ones, misleading consumers and disrupting the market [1][2] Group 1: Regulatory Issues - The misuse of bonded zone policies has made it easier for counterfeiters to operate, as the inspection standards for cross-border e-commerce retail are relatively lenient compared to traditional imports [2] - Counterfeiters often register shell companies, allowing them to quickly re-emerge after being caught, complicating enforcement efforts [2] Group 2: Consumer Protection Challenges - The complexity of the rights protection process for cross-border goods often leads consumers to abandon their pursuit of accountability [2] - There is an urgent need to strengthen regulation in bonded zones to combat the black market for counterfeit imports [2] Group 3: Recommendations for Improvement - Authorities should increase penalties for companies that forge import qualifications and engage in false advertising, including placing them on a credit blacklist [2] - A joint enforcement mechanism should be established among customs and market regulation departments to ensure full electronic monitoring of imported health and cosmetic products [2] - Cross-border e-commerce platforms should provide complete logistics information to help consumers verify the authenticity of products [2]

√ 2025年政府工作报告要点： √ 十四届全国人大三次会议于3月5日上午开幕。此外，上午还召开了国新办政府工作报告吹风 会、首场"部长通道"集中采访活动；下午，总书记参加江苏代表团审议。 国内生产总值增长5%左右，与去年目标持平。政策实施上 ，提出"出台实施政策要能早则早、宁早 勿晚,与各种不确定性抢时间,看准了就一次性给足"，"支持经济大省挑大梁"。 产业层面， 涉及生 物制造、量子科技、具身智能、6G等未来产业 ；"人工智能+"行动；大模型；智能网联新能源汽 车、人工智能手机和电脑、智能机器人等。 资本市场方面， 提出"加强战略性力量储备和稳市机制 建设"，"改革优化股票发行上市和并购重组制度"。 √ 总书记参加江苏代表团审议要点： 报道标题： 今年是"经济大省要挑大梁为全国发展大局作贡献"，并对江苏提出在科技、产业、改革开 放、区域发展、民生等若干领域要求； 去年是"因地制宜发展新质生产力 "。 更多细节可能要结合后续 官媒侧记进一步解读。 主要内容： ①高度强调科创 。"科技创新和产业创新，是发展新质生产力的基本路径"。 ②科技及产业 相关 ：绿色低碳；传统产业改造；战略性新兴产业；未来产业；"内卷 ...