同时，他表示，美国客户也很难找到替代方案。一是因为公司在行业深耕15年，在国内和海外都有很多 专利。二是美国本土制造商的大部分零件来源于中国供应商，丁林锋也有很多面向企业的客户。三是美 国的制造成本过高，客户计算过叠加高关税后，中国产品的价格仍仅为美国本土产品价格的三分之一。 不少中国卖家有同感。"美国消费需求一直存在，很多跨境商家会针对美国市场开发产品，消费者对中 国产品和供应链的依赖也很强。"国内某智能设备品牌负责人Jimmy表示，关税下调后工厂正在努力生 产、接单、发货，一方面是消化过去一段时间的消费需求，另一方面为年中大促以及之后的旺季做准 备。物流方面，公司通过跨境小包将新品、测试品以及零件、配件等送往海外消费者，成熟和销量稳定 的产品则备货海外仓，近期也通过空运、海运等形式积极发货和补货。 有卖家表示，部分着急的美国客户要求部分货物直接走空运。 "有个客户在4月12日下了10万美元的订单，近期他又追加了20万美元的订单。"上海威迩达遮阳设备有 限公司总经理丁林锋日前对第一财经表示，过去一个月美国关税政策虽然起伏较大，但市场整体需求一 直存在。4月至今，他的工厂持续生产商品，近期因为客户的追加订单更 ...

小额包裹似乎在被全世界围剿。 当地时间5月20日，欧盟提出一项草案：针对邮递至个人消费者的小额包裹将征收每件2欧元的固定费 用，但对寄往欧盟仓库的商品则收取0.5欧元的较低费用。 欧盟贸易委员塞夫乔维奇表示，这些费用将由平台承担，以应对大量廉价商品涌入所带来的挑战。 目前，单价低于150欧元的小额包裹可免关税进入欧盟，是跨境卖家销往欧盟市场的重要通道。数据显 示，2024年共有46亿件此类包裹进入欧盟，平均每秒超过145个，其中91%来自中国。欧盟预计这一数 字还将上升。 如果该政策正式实施，无疑将对欧洲直邮小包市场造成打击。此前，由于美国取消了小额包裹免税，许 多跨境卖家选择开拓欧洲市场。数据显示，与 4 月相比，在 5 月的前 12 天，Temu和Shein在欧洲的广 告支出分别增长了 40% 和 30%。 "不知道还能去哪"，有卖家心灰意懒说道。近几个月，由美国带来的数次关税反转，让跨境电商行业动 荡不安，而其中直邮小包或许是受伤最重的那个。 欧盟小包免税将终结？ 此次征收固定关税提案，被视为欧盟全面取消小额包裹免税政策的先行步骤。 今年2月，欧盟委员会就提议取消自2010年设立的150欧元免税门槛，要 ...

中新网黑龙江新闻5月21日电(杨千慧)近日，抚远市组织14名乡镇干部赴黑龙江大学开展为期10天的跨 境电商及自媒体宣传专题培训。培训采取"理论授课+平台实操+实战演练"三位一体培养体系，邀请黑 龙江大学研究生院、经济与工商管理学院、新闻传播学院、信息管理学院教授团队授课，课程涵盖俄罗 斯电商平台OZON运营训练营、新媒体视频制作、电子商务的战略规划和实操等自媒体技能培训。 俄罗斯电商平台OZON运营课程培训课 培训过程中，抚远市别拉洪乡李秉儒说："抚远市正加快推进'跨境电商+特色产业'融合发展，在俄速通 集智科OZON平台实训环节，大家通过系统化、实战化的学习，练习从店铺注册到商品上架的完整链 路，并全部通过考核，获得黑龙江俄速通集智科技有限公司颁发的认证证书，此次培训充分展现出抚远 电商人才的蓬勃活力，同时也标志着政校企三方合作迈入新阶段"。 黑龙江俄速通集智科技有限公司授予抚远电商人才认证证书 下一步，抚远市将创新实施"村村有网红"的培育工程，重点培训返乡青年、乡镇干部、乡村致富带头人 等群体，依托鲟鳇鱼产业园、蔓越莓种植基地等特色资源，孵化"乡村代言人"，搭建村级电商直播站， 通过"田间直播间""非遗手 ...

Core Insights - The cross-border e-commerce industry is entering a chaotic phase by 2025, characterized by changing regulations, rising costs, and diminishing profits, prompting platforms and sellers to adapt their strategies [1][2] Group 1: Market Trends and Strategies - The focus for companies like Shanjiji Technology is to identify blue ocean opportunities within saturated markets, leveraging unique technological expertise and user-centric product development [3][4] - Walmart's global e-commerce is targeting three key growth areas: automotive parts, fast-moving consumer goods, and home and apparel products, emphasizing the importance of understanding real user needs [5][6] Group 2: Operational Challenges - Common pitfalls in cross-border platform operations include logistics issues and the risks of product imitation, highlighting the need for reliable logistics partners and original product development [7][8] - Companies are advised to validate products in domestic markets before launching internationally to mitigate risks associated with long supply chains and customer feedback cycles [8][21] Group 3: Brand and User Relationships - The relationship between brands and users is evolving, with a focus on capturing genuine user insights to inform product development and marketing strategies [10][11] - A multi-channel approach is essential for brand growth, as it enhances visibility and customer engagement across different platforms [11][12] Group 4: Advertising and Traffic Mechanisms - Effective advertising strategies require a deep understanding of target audiences and the optimization of ad spend to ensure genuine conversions rather than inflated metrics [13][14] - Platforms like Walmart provide training and support for sellers to navigate advertising effectively, emphasizing the importance of both on-site and off-site traffic [14][15] Group 5: Product Lifecycle and AI Utilization - The lifecycle of popular products varies by category, with tech products typically having a shorter sales cycle, necessitating continuous innovation and supply chain optimization [16][17] - AI tools are increasingly being used to enhance product imagery, analyze customer feedback, and streamline data management, providing a competitive edge for sellers [18][19] Group 6: Recommendations for New Sellers - New sellers should focus on differentiated products that stand out in competitive markets, as well as leveraging existing platforms for initial validation before launching independent sites [19][20] - Compliance and stable logistics partnerships are critical for risk management, alongside a strong emphasis on brand protection and intellectual property rights [21][22] Group 7: Long-term Strategies for Success - Successful cross-border e-commerce requires a long-term perspective, focusing on user insights, channel selection, and sustained brand development [23][24] - Companies should prioritize passion for their products, determination in the face of challenges, and adherence to sound business practices to achieve lasting success [24][25]

国外 1. 高盛：对冲基金一季度削减美股科技七巨头仓位，增持中国ADR 高盛策略师表示，对冲基金在第一季度削减了美股"科技七巨头"，同时增持了中国ADR。策略师在5月 20日的一份报告中写道，美国对冲基金持有的最受欢迎的中国ADR包括阿里巴巴、拼多多、百度和京 东。 2. 瑞银：当前债券收益率处于相对较高水平 "尽管我们认为美国今年或避免全面衰退，但增长放缓和劳动力市场疲软或促使美联储在未来几个月恢 复降息。"瑞银财富管理投资总监办公室5月20日表示，预计基准情景是美联储今年或在9月开始降息， 全年幅度或达75个基点。其表示，尽管可能已经度过了特朗普贸易政策引发的悲观情绪高峰，但持续的 不确定性仍可能加剧市场波动。当前的债券收益率处于相对较高水平，有助于寻求持久收入。历史上随 着持有期的延长，债券跑赢现金的概率会上升。故维持高评级和投资级债券"具吸引力"的观点，并预计 此类债券将在未来12个月内实现中个位数的回报。 3. 大摩：建议买入美国资产，但美元除外 摩根士丹利已将美国股票和国债评级从中性上调至超配，指出全球经济虽增速放缓但仍保持扩张，并且 市场对美联储降息的预期不足。其预测，鉴于企业盈利修正即将见底以 ...

长江商报消息 ●长江商报记者 徐佳 吉宏股份（002803.SZ）即将实现"A+H"两地上市。 日前，吉宏股份披露港股上市进展，公司已在香港联交所网站刊登并派发本次发行上市H股招股说明书，公司本 次全球发售H股基础发行股数为6791万股，发行价格区间初步确定为7.48至10.68港元。公司本次发行的H股预计于 5月27日在香港联交所挂牌并开始上市交易。 长江商报记者注意到，吉宏股份以包装业务起家，后拓展精准营销跨境社交电商业务，当前形成跨境社交电商业 务及纸制快消品包装解决方案业务双轮驱动发展模式。 随着跨境电商业务复苏，2025年一季度，吉宏股份实现营业收入14.77亿元，同比增长11.55%；归属于上市公司股 东的净利润（净利润，下同）5915.99万元，同比增长38.21%。 将于5月27日在港交所挂牌 2024年初，吉宏股份就开始筹划H股上市。当年2月，吉宏股份首次向香港联交所递交发行上市申请。 5月8日，吉宏股份在香港联交所网站刊登了本次发行聆讯后资料集。 5月19日晚间，吉宏股份再次披露本次发行进展，公司已按照有关规定在香港联交所网站刊登并派发本次发行上市 H股招股说明书，公司本次全球发售H股基础 ...

在全球化与数字化深度交织的2025年，中国跨境电商行业正经历结构性变革。海关总署数据显示，2024年我国跨境电商进出口总额达2.63万亿元，同比增长 10.8%，较 2020年的1.69万亿元增长超1万亿元，其中出口业务前三季度出口额达1.48万亿元、同比增长15.2%，成为推动行业增长的重要引擎。作为行业发 展主力的中大型品牌商家，在业务规模扩张的同时，正面临着多平台全渠道数据割裂、供应链协同低效、全球合规风险攀升等经营和管理挑战，成为制约其 进一步发展的"暗礁"。在此背景下，跨境电商ERP系统正从传统工具型软件加速向战略级基础设施演进，成为助力中大型品牌商家全渠道韧性增长的关键支 撑。 内外部双重压力共同驱动跨境电商ERP行业快速发展 中国跨境电商ERP行业的快速发展源于多重因素交织驱动，其中企业全球化战略升级与外部环境压力构成核心推动力。从内部动能来看，中国企业出海步入 以产品力、品牌力为导向的4.0阶段。出海企业需要通过数字化手段沉淀用户数据资产、优化全球资源配置；从外部压力来看，全球贸易格局重塑进一步加 速了企业对数字化系统的依赖，以数字化手段来获取稳定增长。跨境电商ERP系统作为品牌商家提升运营效 ...

Group 1: Zhongtong Express - Zhongtong Express achieved a package volume of 8.5 billion in Q1 2025, representing a year-on-year growth of 19.1% [1] - Revenue reached 10.89 billion yuan, an increase of 9.4% year-on-year, while net profit grew by 40.9% to 2.04 billion yuan [1] - The company’s operating cash flow was 2.36 billion yuan, up 16.3% year-on-year, indicating strong financial health [1] Group 2: Meitu and Alibaba - Meitu signed a $250 million convertible bond agreement with Alibaba, with a 3-year term and a 1% annual interest rate [2] - The collaboration will focus on e-commerce, AI technology, and cloud computing, enhancing Meitu's capital structure and reducing financial pressure [2] - This partnership is expected to reshape the competitive landscape in the e-commerce and AI imaging markets [2] Group 3: Manbang Group - Manbang Group reported Q1 2025 revenue of 2.7 billion yuan, a year-on-year increase of 19% [3] - Adjusted net profit reached 1.39 billion yuan, reflecting an 84% year-on-year growth, exceeding market expectations [3] - The platform's order volume was 48.2 million, up 22.6% year-on-year, showcasing its strong market position [3] Group 4: Taobao and Cross-Border E-commerce - Nearly one million merchants have registered for the 2025 Tmall "618" overseas event, marking a historical high [4] - From May 16 to May 19, overseas sales doubled compared to the same period last year, indicating robust growth in cross-border e-commerce [4] - Categories such as beauty, sports shoes, and baby products saw cross-border transaction volumes double since the pre-sale started on May 13 [4]

Core Viewpoint - Cross-border e-commerce is driven by technological innovation and has become a vital force in China's foreign trade development, as well as an important trend in international trade [1][2]. Group 1: Development and Expansion - The number of cross-border e-commerce comprehensive pilot zones in China has grown significantly, reaching 177 by April 2023, covering over 90% of provincial administrative regions [2]. - The establishment of new pilot zones in Hainan and 15 other cities is a significant step towards optimizing the cross-border e-commerce framework [1][2]. Group 2: Policy and Regulatory Framework - There is a need for improvement in the policy and regulatory systems governing cross-border e-commerce, including addressing policy fragmentation and enhancing government collaboration [3]. - Future efforts should focus on unifying the policy framework across pilot zones to reduce cost discrepancies caused by regional policy execution differences [3]. Group 3: Infrastructure and Logistics - Enhancing digital infrastructure and logistics systems is crucial for reducing industry logistics costs and improving service quality [3][4]. - The development of an integrated online service platform for customs, logistics, and payment is essential for streamlining operations [4]. Group 4: Talent and Compliance - Companies should implement brand strategies that shift focus from low-cost competition to a multi-faceted approach involving culture, technology, and service [4]. - There is a need for talent cultivation through customized training and collaboration between universities and enterprises to develop skilled professionals in cross-border e-commerce [4].

Core Insights - The article highlights a surge in demand for wedding supplies from American customers on platforms like AliExpress during a temporary tariff window, indicating a strategic buying behavior among consumers [1][3]. Group 1: Market Dynamics - American customers are taking advantage of a 90-day tariff window to stock up on wedding supplies, leading to significant sales increases for Chinese sellers [1][3]. - A Guangdong-based seller reported sales of 600,000 yuan (approximately 85,000 USD) in wedding artificial flowers within a week, showcasing the strong demand [1]. - Another seller noted that despite initial hesitations due to tariff increases, customers quickly resumed purchasing once tariffs temporarily decreased [3][4]. Group 2: Seller Insights - Sellers like Zhiyong and Qiuguoqing have established long-term relationships with American wedding planners and customers, which has helped maintain sales despite tariff pressures [3][4]. - The sellers emphasize their competitive advantages, including quick response times, strong design capabilities, and reasonable pricing, which appeal to American consumers [4]. - The upcoming overseas shopping event "618" is expected to further boost sales as American customers look to replenish their wedding supplies [4]. Group 3: Market Reach - AliExpress operates in over 200 countries, with many sellers focusing on multiple key markets, including the U.S., Middle East, and Europe, indicating a broad international reach [4].