本报讯(记者宋晓华)越来越多的外国消费者参与"双11"购物，开启一波"反向海淘"热。近日，一架装载 60余吨跨境电商货物的全货机航班从南京禄口国际机场出发，飞往波兰华沙。 "'双11'是对电商平台和口岸通关效率的大考。我们为跨境电商转关量身定制快审、快验、快放的通关 模式，确保电商商品'即到、即验、即放'。"南京禄口机场海关查验一科科长夏雅铭说。据统计，今年1 —10月，南京禄口机场海关监管进出口货运量7.20万吨，同比增长20.81%；其中出口跨境电商商品1.86 万吨，同比增长6.74%。 "今年'双11'活动开始以来，我们已经出口跨境电商货物527吨，同比增长168%。今年新开通的华沙航班 搭载的跨境电商货物就占到近七成，主要有消费品、小家电等。"伊兰特南京电子商务有限公司谢园园 说。 订单量的快速增长对海关监管效率提出更高要求。"双11"活动期间，跨境电商订单需在当天完成申报、 打包并发货，车辆集中出区的时间集中在晚上7—9时。常州海关提前制定了业务高峰期运行保障方案， 在跨境监管现场进行单证审核和实货查验，确保跨境电商货物快速出区、转运全国。吴江海关提前摸排 企业备货需求，定制通关计划，推行"提前审 ...

Core Insights - JD.com has launched its 11.11 Global Sale event, offering significant discounts and promotions for overseas Chinese users, including a 180 RMB gift package for new users and unlimited free shipping for orders over 199 RMB in select regions [1][2][4] Group 1: Promotions and Offers - New users can receive a 180 RMB gift package, which includes a 60 RMB shipping coupon and a 100 RMB category coupon, along with a special 9.9 RMB shipping zone for popular products [2] - Existing users are offered over 1,000 RMB in PLUS subsidies, discounts of 30 RMB for every 200 RMB spent across stores, and large coupons applicable to various product categories [4] - JD.com is also running a 10 billion RMB subsidy and limited-time flash sales for overseas users, allowing them to purchase popular brand products at exceptional prices [4] Group 2: Logistics and Shipping - JD.com has enhanced its logistics capabilities by upgrading direct shipping and expanding its semi-managed service model, addressing key concerns of overseas users regarding shipping times and costs [4][5] - The direct shipping network now offers sea, land, and air transport options, with customized free shipping policies for 12 countries, including Singapore, Malaysia, and Australia [5] - The semi-managed model has improved delivery efficiency, allowing faster access to quality goods for overseas users [5] Group 3: Product Offerings and Market Reach - JD.com has established a comprehensive product matrix, with millions of self-operated goods available globally, catering to the diverse consumption needs of overseas Chinese users [6] - Sales of Chinese festive products, such as mooncakes and candies, have surged over 15 times, while specialty foods like snail noodles have seen a 50% increase in sales [6] - JD.com has launched over ten major overseas sites, effectively reaching key Chinese communities and providing tailored local market services [6]

Group 1 - The event "Rongmei Linkage to Expand 'Rongmei Manufacturing' Global New Market" was held in Meishan, aimed at promoting the digital and international transformation of local industries in Chengdu, Deyang, Meishan, and Ziyang [1][3] - The event invited representatives from cross-border e-commerce platforms, service companies, sellers, and industry associations to discuss new opportunities for "Meishan Manufacturing" in overseas markets, providing valuable experience sharing and resource linking for local manufacturing and foreign trade enterprises [3][4] - The trend of globalization and the booming e-commerce industry have made brand globalization and factory transformation important trends in the manufacturing sector [3] Group 2 - Walmart's global e-commerce has become a key partner for emerging brands to reach the international stage, emphasizing the need for sellers to select products that align with market demands based on sales data [4] - The increasing interest of overseas consumers in high-quality, unique, and cost-effective products from China presents a strategic opportunity for cross-border trade, particularly through the "reverse shopping" model [4][5] - The Chengdu Municipal Bureau of Commerce plans to focus on the growing overseas demand from enterprises in Chengdu and Meishan, aiming to enhance regional collaboration and improve supply-demand matching [5]

Group 1 - The article highlights the surge in cross-border e-commerce in China, driven by favorable policies and market dynamics, leading to a significant increase in foreign consumers purchasing Chinese products [1][2] - China's "China Travel" and "China Shopping" initiatives reflect the country's commitment to high-level opening up, with visa policies and tax refund systems being optimized to enhance the shopping experience for foreign visitors [1][2] - The number of tax refund stores has exceeded 7,200, with a year-on-year increase of 186% in the number of people enjoying tax refunds from January to June this year [1] Group 2 - The article emphasizes the high-quality supply emerging from China's vast market, supported by digital technology integration, which enhances cross-border trade efficiency and responsiveness to global consumer trends [2][3] - The global economic policy uncertainty necessitates that companies prepare for adaptability in compliance with complex regulations regarding market access and data privacy [2] - The article calls for institutional innovation and cross-border collaboration to improve customs efficiency and expand the application of digital currency in cross-border payments [2] Group 3 - The logistics network is being optimized to enhance supply chain resilience, with the introduction of new delivery models and the establishment of smart warehousing in emerging markets [3] - Brand services are being emphasized to enhance market recognition, including international certification and localized brand adaptations [3] - The concept of "reverse shopping" showcases China's growing attractiveness as a market and its elevated position in the global supply and value chains [3]

Core Insights - The cross-border e-commerce business in Yantai is experiencing a significant surge, particularly in summer products like sunscreen and cooling sprays, with over 5.4 million items imported in the first half of the year [1] Group 1: Import Activities - Yantai Customs has implemented efficient regulatory measures to facilitate the import of summer products, ensuring quick access to the domestic market [1] - The customs authority has adopted a "no-intrusion inspection + rapid release" approach for low-risk, high-demand items, enhancing the overall customs clearance time by nearly 30% [3] - In the first half of the year, Yantai Customs released 1.489 million imported cross-border e-commerce packages, representing a year-on-year increase of over 300% [3] Group 2: Export Activities - The export of domestic cooling products is also thriving, with significant demand from overseas markets, particularly for items like tents, fishing gear, and summer clothing [4] - In the first half of the year, Yantai International Land Port's export of cross-border e-commerce goods reached 3.936 million items, with a 110.4% increase in the second quarter compared to the first [5] - The customs has introduced 24/7 appointment clearance services and automated processes to enhance export efficiency [5]

Group 1 - The article discusses the transformation of Yiwu, highlighting the shift from traditional manufacturing to innovative product design and pricing control by local entrepreneurs like Zhang Xiaojie [2] - The rise of "reverse cross-border shopping" illustrates a global trend where consumers are increasingly purchasing Chinese goods, despite challenges faced by companies like Romoss and Anker due to market saturation [3] - The article emphasizes the need for 3C companies to adapt and survive in an era of overcapacity, suggesting that innovation and differentiation are crucial for sustainability [3] Group 2 - The Hong Kong stock market is experiencing a positive trend, with a 20% increase in the Hang Seng Index in the first half of 2025, marking the largest half-year gain ever [6] - There were 42 IPOs completed in Hong Kong in the first half of 2025, raising over 107 billion HKD, which is a 22% increase compared to the entire previous year [6] - The number of IPO applications in Hong Kong has surged to approximately 200, indicating strong market confidence and interest from companies, including those from the Middle East and Southeast Asia [6] Group 3 - In Mexico, e-commerce platforms like Mercado Libre, Amazon, and AliExpress are among the top three preferred by consumers, with a significant portion of online retail transactions occurring through these platforms [5] - The growth rates for these platforms in 2024 are notable, with Mercado Libre increasing by 31.70%, Amazon by 31.04%, and AliExpress by 7.96% [5] - The Zhejiang China-Europe Railway Express has seen a year-on-year increase of 11.1% in container shipments, reflecting stable growth in cross-border logistics [5] Group 4 - The international standard for autonomous vehicle testing, ISO 34505:2025, has been officially released, establishing evaluation processes and criteria for testing scenarios [5] - This standard aims to enhance the safety and reliability of autonomous driving systems by defining key evaluation metrics [5] - The development of this standard is a significant step for the automotive industry, particularly in the context of increasing global focus on autonomous technologies [5]

Core Viewpoint - The article discusses the impact of the U.S.-China trade war and tariff policies on American consumers, particularly those who frequently purchase goods from China. It highlights how recent changes in tariff regulations and shipping costs have led to a significant shift in consumer behavior, with many buyers becoming more cautious and selective in their purchases [1][35]. Group 1: Consumer Behavior Changes - American consumers, like Mary, have become more hesitant to make purchases from China due to increased shipping costs and tariffs, leading to a more calculated approach to shopping [3][25]. - The cancellation of the small package tax exemption has resulted in higher costs for consumers, making previously affordable items significantly more expensive [5][6]. - Consumers are now more inclined to compare prices and seek alternatives, reflecting a shift from impulsive buying to a more restrained shopping mentality [25][26]. Group 2: Impact on E-commerce and Trade - The trade war has prompted a surge in cross-border e-commerce activities, with platforms like Taobao experiencing a significant increase in downloads and usage among American consumers during the initial phases of the tariff announcements [13][14]. - Despite the promotional efforts during events like "618," many small and medium-sized businesses are struggling to attract consumers due to the adverse effects of tariffs and rising shipping costs [35][36]. - The overall volume of business for companies involved in cross-border e-commerce has declined, with some reporting a drop of 15%-20% in sales due to the increased costs associated with tariffs and shipping [37][38]. Group 3: Shipping and Logistics Challenges - The rising shipping costs have led to a reevaluation of logistics strategies among consumers, with many seeking alternative shipping methods or reconsidering their purchasing decisions altogether [9][29]. - Consumers are increasingly sharing information about shipping costs and strategies on forums, indicating a community-driven approach to navigating the complexities of international shipping [26][28]. - The logistics challenges have also affected sellers, who are now required to absorb additional costs related to tariffs and shipping, impacting their profit margins significantly [36][38].

Group 1 - The trend of foreign tourists traveling to China for shopping is on the rise, with many bringing empty boxes to take advantage of the shopping opportunities available [1] - The popularity of "national tide" products, such as those from Pop Mart, is attracting international visitors, with many seeking limited editions and new releases not yet available abroad [3] - The introduction of a new tax refund policy lowering the minimum purchase amount for refunds is encouraging more tourists to shop at local stores, enhancing the visibility of domestic brands [3] Group 2 - Unique cultural and creative products, such as traditional crafts and personalized items, are increasingly favored by foreign tourists, with many seeking souvenirs that reflect Chinese culture [5] - The 240-hour visa-free policy has led to a rise in demand for customized Chinese clothing, with tourists appreciating the quality and affordability of local tailoring services [8] - High-quality Chinese tech products, including smartphones and drones, are gaining popularity among international visitors, indicating a shift in shopping preferences from traditional souvenirs to modern electronics [10] Group 3 - The cost-effectiveness of Chinese manufactured goods is a significant draw for foreign tourists, with many finding substantial savings compared to prices in their home countries [12] - The convenience of payment methods and the "immediate refund" tax policy are enhancing the attractiveness of shopping in China for international tourists [13]

Core Viewpoint - The opening of Bubble Mart's first global "Zhen Cang" store in Chengdu has attracted significant consumer interest, with long queues forming as adults wait to purchase high-end collectible toys, particularly the MEGA series, which are priced in the thousands of yuan [1][2][3]. Group 1: Store Opening and Consumer Behavior - The first "Zhen Cang" store opened in Chengdu SKP, with consumers queuing for hours to enter, indicating strong demand for high-end collectible toys [2][3]. - The store does not sell lower-priced items like LABUBU plush toys or blind box figures, focusing instead on the MEGA series, which are positioned as collectible items [2][3][9]. - The high price point of products, such as the MEGA SPACE MOLLY priced at 5,999 yuan, reflects their unique design and limited production [9][10]. Group 2: Financial Performance and Product Segmentation - Bubble Mart's 2024 annual report shows significant revenue growth across product categories, with MEGA series revenue reaching 1.68 billion yuan, a 146.1% increase year-on-year [3][5]. - The company has segmented its product lines into four categories, with figure toys generating 6.94 billion yuan (53.2% of revenue), plush toys at 2.83 billion yuan (21.7%), MEGA at 1.68 billion yuan (12.9%), and other IP-related products at 1.59 billion yuan (12.2%) [5][10]. Group 3: Market Strategy and Future Plans - The "Zhen Cang" store aims to cater to high-end consumers and is part of Bubble Mart's strategy to diversify its product offerings beyond blind boxes [9][10]. - The company plans to open a second "Zhen Cang" store in Beijing SKP, indicating confidence in the high-end collectible market [10]. - The store's limited edition products and collaborations, such as the MEGA SPACE MOLLY panda, are designed to enhance the brand's appeal and create a sense of exclusivity [12][13]. Group 4: Consumer Experience and Tax Benefits - The store's location in Chengdu SKP allows for a unique shopping experience, including a "buy and refund" tax benefit for eligible consumers, enhancing the attractiveness of the store for both local and international shoppers [7][13]. - The store is expected to become a landmark for tourists, particularly those interested in purchasing exclusive items not available overseas, contributing to a trend of "reverse shopping" [13].

Core Viewpoint - Yiwu, known as the "World Supermarket," is adapting to changes in international trade dynamics, particularly in response to the U.S. tariff policies, which have led to shifts in customer demographics and purchasing behaviors [2][12]. Group 1: Market Dynamics - Yiwu's small commodity market has over 1.15 million merchants and more than 2.1 million SKUs, attracting global buyers, especially from the Middle East and Africa, while U.S. customers have decreased [2][6]. - The implementation of the U.S. "reciprocal tariff" policy has prompted local merchants to seek new markets, with many reporting a shift from U.S. clients to those in South America and Europe [6][7]. - Merchants are actively adjusting their strategies, with some reporting increased orders from overseas customers on e-commerce platforms since the tariff announcement [9][13]. Group 2: Business Strategies - Merchants are focusing on diversifying their customer base and enhancing product value to mitigate the impact of tariffs, with strategies including price increases and optimizing production processes [13][14]. - The rise of cross-border e-commerce and live streaming has led to a significant shift in how Yiwu merchants engage with international customers, with many adopting social media marketing strategies [15][16]. - The demand for multilingual talent is increasing as businesses seek to better communicate with diverse international clients, prompting local educational institutions to adapt their training programs [17][19]. Group 3: Economic Impact - The U.S. tariff policy is expected to affect inventory levels in American retail, with reports indicating that major retailers like Walmart are adjusting their supply strategies in response to rising costs [8][12]. - The overall impact of tariffs on international shipping is significant, with projections indicating a 35% decrease in cargo volume arriving at the Port of Los Angeles compared to the previous year [14].