据了解，扬腾创新最开始的汽配出口是以传统B2B外贸形式展开的。随着跨境电商行业迅猛发展，扬腾 创新逐渐改变运营思路，由原本的面向汽配修理厂或汽配店的ToB外贸模式，转向为直接面向C端消费 者的短链模式，依托亚马逊和eBay平台增强产品的成本优势。2022年，扬腾创新还上线了海外独立 站。 专注汽车零配件跨境贸易的扬腾创新启动上市。 5月20日，证监会官网显示，扬腾创新(福建)信息科技股份有限公司(简称"扬腾创新")向福建证监局提交 辅导备案报告，辅导机构为中金公司（601995）。 企查查显示，扬腾创新成立于2013年，总部位于福建省福州市，在深圳、德国马格德堡、美国加州、香 港等地设有全资子公司，是一家通过信息化与智能化销售汽车零配件的全球品牌公司。 从全球市场来看，汽车配件品类作为热卖常青树。麦肯锡分析报告称，全球汽配售后市场在2030年总规 模将超过1.3万亿美元。随着跨境电商迅猛发展，越来越多的消费者将线下购物转移到线上，汽配购物 电商化成大势所趋，大批跨境公司持续迎来发展红利期。 深耕汽配跨境出海赛道十载，扬腾创新始终追求"让消费者的购物变得更加简单和有趣"这一愿景。当 前，扬腾创新的产品线已经覆盖 ...

Core Insights - The article highlights the increasing uncertainties faced by cross-border sellers on Amazon, particularly regarding product listings and rising costs associated with promotional events [2][5]. Group 1: Product Listing Issues - Sellers are experiencing abnormal messages on their product pages, indicating items will not be available until July 9, 2026, despite having sufficient inventory and correct settings [2]. - The issue appears to be linked to synchronization mechanisms or editing permissions across different sites rather than system bugs or hacking [2][4]. - Sellers are advised to proactively check for unauthorized listings and discrepancies in editing permissions across sites to mitigate potential impacts on conversion rates [4]. Group 2: Rising Costs and Seller Concerns - Amazon has announced an increase in the registration fee for the 2025 Prime Day event from $50 to $100, raising concerns among sellers about the escalating costs of participation [5]. - Larger sellers may benefit from the increased fee by leveraging bulk participation to enhance inventory turnover and gain higher visibility, while smaller sellers may struggle to cover the costs [5][6]. - Some sellers are opting out of Prime Day due to the high costs and low profit margins, indicating a shift in strategy towards relying on organic traffic instead of paid promotions [5][6].

截至目前，报名参与2025天猫618海外会场的商家数已近百万，数字创历史新高。从5月16日到5月19 日，有超过5万个参与"淘宝天猫出海增长计划"的商家抓住了这一上半年最大的增长机会，同比去年618 的前三天，海外销售额实现翻倍增长。淘宝出海数据显示，自5月13日618预售启动以来，美容护肤、运 动鞋、婴童纸尿裤、奶粉等11个类目的跨境成交额同比翻倍。(36氪) ...

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].

Core Viewpoint - Jihong Co., Ltd. is set to launch its IPO, offering 67.91 million shares at a price range of HKD 7.48 to 10.68, with H-shares expected to be listed on May 27, 2023. The company is positioned as the first "AI-driven cross-border social e-commerce A+H stock" and is a leader in both the B2C export e-commerce and paper fast-moving consumer goods packaging industries, showcasing significant multi-dimensional value potential [1]. Industry Overview - Jihong Co., Ltd. operates in the B2C export social media e-commerce sector and the paper fast-moving consumer goods packaging industry, both characterized by large market space and high growth potential. The Chinese B2C export e-commerce market is projected to reach USD 927.6 billion by 2029, accounting for 11.4% of the global market, with a compound annual growth rate (CAGR) of 15.2% from 2024 to 2029 [2]. - The Asian segment of the B2C export e-commerce market is expected to grow to USD 458.4 billion by 2029, with a CAGR of 15.8%, outpacing the overall market growth. Social media is identified as the fastest-growing traffic source in this sector, with the Asian market projected to reach USD 69.5 billion by 2029, growing at a CAGR of 19.0% [2]. Company Strategy and Performance - Jihong Co., Ltd. employs an AI-driven approach to enhance operational efficiency in cross-border e-commerce, effectively reshaping the competitive landscape and reducing costs. This strategy allows for improved product selection, marketing, and user experience, transitioning the competition from resource consumption to algorithm evolution [5]. - The company focuses on the Asian market, particularly along the Belt and Road Initiative, which provides stability against fluctuations in Western markets. Over 80% of its cross-border e-commerce revenue comes from Asia, with minimal exposure to the U.S. market [5]. - Jihong Co., Ltd. has a robust long-term strategy that includes AI-driven e-commerce, proprietary brand development, and international expansion of its packaging business. The company has developed the Giikin system to optimize its operations across the supply chain, achieving a low inventory turnover ratio and high return on investment (ROI) compared to industry averages [8][9]. - The company has established several proprietary brands and is leveraging its marketing data to enhance brand influence and sales efficiency. Its packaging business has also expanded into new markets, collaborating with local firms to strengthen its operational capabilities [9][10]. Financial Performance - In 2024, Jihong Co., Ltd. is projected to generate revenue of CNY 3.366 billion from cross-border social e-commerce, accounting for 60.9% of total revenue, while its paper packaging business is expected to contribute CNY 2.099 billion, or 38% [11]. - The company is anticipated to maintain a gross margin of 60.5% for its cross-border e-commerce segment, supporting an overall gross margin of 43.8%. In Q1 2025, Jihong Co., Ltd. reported a revenue of CNY 1.477 billion, a year-on-year increase of 11.55%, with net profit rising by 38.21% [11]. Conclusion - Jihong Co., Ltd.'s upcoming IPO is expected to enhance its market visibility and provide a platform for international expansion, potentially transforming it from a regional leader to a global player. The company's strategic focus on technology and market positioning is likely to drive its value and attract investor interest [12][13].

这次关税下调，至少留出了一个90天的出货窗口期，库存量见底的美国客户都在最近几天加快下单。 阿里国际站商家、上海威迩达遮阳设备有限公司总经理丁林锋向记者表示，5月12日关税下调当晚，还 没寒暄庆祝，美国客户上来就直接要求下一集装箱的货，货值10万美元。 另一个长期联系的美国老客户也打算下1~2个柜，总金额在15万美元左右。 在关税下降至今的一周时间里，之前美国业务暂停的外贸工厂都在密集接单、生产、发货。全球海运订 单追踪系统维齐恩表示，中美达成关税共识后，在美国下单的从中国到美国的集装箱预订量激增近 300%。 90天后的政策不确定性仍笼罩着行业。美国客户们普遍在未雨绸缪，不仅要求恢复暂停的订 单，还加大了采购量，囤积未来几个月的库存。外贸工厂们则加快了探索新市场、开拓新业务的步伐， 以应对未来可能的变化。 智通财经APP获悉，中美大幅降低双边关税水平，沉寂已久的中美贸易市场仿佛一夜之间被激活。 信达证券发布研报称，看好具备良好成长逻辑以及盈利能力安全垫的跨境电商卖家。我国制造业全球领 先，赋予国货性价比优势，美国关税因素短空长多，头部卖家依托综合竞争优势，具备更强抗风险能力 与定价权，未来行业格局有望优化。 ...

在中国邮政一处邮件处理中心，工作人员正在智能快递流水线上分拣货物。潘帅摄（C视觉） 在眉山市仁寿县向日葵职业技术培训学校，培训老师正在给学员传授电商运营知识。潘建勇 摄（C视觉） 在成都市武侯区鞋都南三路百丽物流大厦，工人正在仓库发货。记者 李向雨 摄 5月18日，记者从四川省商务厅获悉，第三方大数据统计机构近日公布最新数据：今年前4月，四川网络零售 额（电子商务零售额）实现3350.9亿元，同比增长9.6%，继续跑出良好态势。 平台经济（以电子商务为主）是四川省"15+N"重点产业链之一。四川将以电子商务为着力点，全方位推进产 业链建设。 近年来，四川电子商务保持较快增长，在带动现代产业发展、促进消费提档升级、创造更多就业岗位、推动 对外贸易发展和助力乡村振兴等方面，发挥出"超级链接"的作用。 近日，在泸州时代云谷新经济产业园1楼的泸州老窖直播间，主播周蕊正在进行直播。今年春节期间，她将一 款售价9.9元的白酒卖出了近4000万元的业绩，达到线下门店难以企及的高度，这正是平台经济创造的新价 值。"打造一两款使用场景更多、更有价格竞争力的单品，借助电商平台的强大流量和裂变效应，快速带动酒厂知 名度和效益双提升 ...

2025年5月15日，阿里巴巴（NYSE：BABA；HK：09988）发布了2025财年财报。报告期内，阿里巴巴营收9963亿、同比增长5.9%；经营利润1409亿、同比 增长24.3%；净利润1260亿、同比增长76.6%。 截至5月15日收盘，阿里巴巴港股、美股年内分别上涨43.8%、45.6%。除业绩超预期、核心业务展现韧性之外，一个非常重要的原因是投资人对阿里AI能 力、AI路线的认可。在中国大型科技企业中，阿里最早布局，市场份额居首；在AI相关领域持续投入重金，保持领先地位。 2025年1月，阿里云公布通义千问旗舰版模型Qwen2.5-Max；2月13日，阿里官宣将与苹果合作、为中国市场iphone开发人工智能功能。 2025年2月24日，阿里发布公告称："未来3年将投入至少3800亿（530亿美元）用于建设AI和云计算基础设施"、"突显本公司对AI驱动增长的聚焦及作为全球 领先云计算供应商的定位 "。 DeepSeek的横空出世，让全世界从整体上对中国人工智能有了全新的认识。 截至5月15日收盘，阿里市值约3000亿美元，动态市盈率16.3倍。亚马逊市值2.2万亿美元，动态市盈率36.8倍。 两张 ...

Group 1: E-commerce Growth in Heilongjiang - Heilongjiang Province's e-commerce transaction volume reached 72.24 billion yuan in Q1, a year-on-year increase of 23.5% [1] - The province's online retail sales surpassed 10 billion yuan for the first time, achieving 10.51 billion yuan, with a growth rate of 44.7% [1] - New business models such as online shopping for New Year goods, online food ordering, mobile payments, and customized travel are gaining popularity, contributing to a peak in online retail sales in January, which reached 4.06 billion yuan [1] Group 2: Employment Impact - E-commerce is becoming a significant employment driver, with the number of online retail stores reaching 146,000 and creating 191,000 jobs by the end of March [1] - Harbin accounts for 59.8% of the province's online retail stores and 60.7% of employment in this sector [1] - Stores with online retail sales below 100,000 yuan are emerging as a major force in the province's development [1] Group 3: Cross-border E-commerce - Heilongjiang's cross-border e-commerce retail sales reached 230 million yuan in Q1, accounting for 2.2% of the province's online retail sales, ranking 12th nationally [2] - The province has established 25 overseas warehouses with a total storage area of 185,000 square meters [2] - The top 15 cross-border e-commerce stores each achieved retail sales exceeding 2 million yuan [2] Group 4: Rural E-commerce - Rural online retail sales in Heilongjiang reached 1.85 billion yuan, making up 17.6% of the province's total online retail sales, surpassing the national average by 3.4 percentage points [2] - Harbin, Mudanjiang, and Qiqihar are the top three cities in rural online retail sales, with respective shares of 27.3%, 16.9%, and 15.9% [2] - The number of rural online retail stores exceeded 40,000, creating 45,000 jobs by the end of March [2] Group 5: Agricultural Product Sales - Agricultural product online retail sales in Heilongjiang reached 790 million yuan, accounting for 16.9% of the province's physical online retail sales, higher than the national average of 12.2% [3] - The grain and oil seasoning sector dominates the agricultural product online retail market, contributing 57% to the total [3] - Major agricultural products like rice, grains, and dried meat have shown significant sales, with three key products generating over 370 million yuan, contributing 46.5% to the total agricultural online retail sales [3]

Group 1 - The core viewpoint of the article highlights the booming cross-border e-commerce market, with significant order growth in various categories, comparable to the "6·18" shopping festival in China [1][2] - Categories experiencing order growth include apparel, beauty, consumer electronics, and automotive parts, with automotive parts seeing a year-on-year increase of 62% and machinery equipment up by 46% [2] - The demand for cross-border orders is accelerating, with platforms like DHgate and Alibaba.com seeing increased downloads in the U.S. App Store, indicating heightened interest from foreign small and medium-sized businesses in Chinese manufacturing [3] Group 2 - Alibaba International Station is preparing for a June promotional event targeting the U.S. market, aimed at providing greater overseas traffic support for Chinese foreign trade merchants [4] - Foreign trade merchants are calling for more precise support from platforms, particularly in cross-border payment and logistics, to help reduce costs and improve responsiveness to market demands [5] - The logistics and infrastructure investments by Cainiao are enhancing the stability of logistics and improving the consumer experience for overseas buyers, particularly in emerging markets like Latin America [6]