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全球电商6.3万亿美元背后:一场合规与供应链的暗战正重塑新秩序
Sou Hu Cai Jing· 2025-08-12 02:54
Group 1 - Global e-commerce retail sales have surpassed $6.3 trillion, with China holding a 33% market share, indicating a significant transformation in industry rules and efficiency [1] - By 2025, the US, China, and Europe will contribute 70% of global e-commerce retail sales, with China maintaining its position as the largest market for 12 consecutive years, reaching a scale of 15.5 trillion yuan (approximately $2.1 trillion) [3] - Emerging markets in Southeast Asia and Latin America are rapidly growing, with social commerce platforms like TikTok Shop expanding at over 30% annually, challenging traditional market shares [3] Group 2 - Global regulatory frameworks are shifting, with the EU's DSA legislation requiring platforms to ensure compliance for third-party sellers, prompting major companies like Amazon and eBay to invest billions in risk management systems [6] - The US Consumer Disclosure Act mandates platforms to verify high-volume seller identities, addressing issues related to "shell companies," while China's policy upgrades expand cross-border e-commerce categories to 1,476, reducing operational costs [6] - The competition in global e-commerce has entered a "minute-level" era, with companies like Shein and Amazon optimizing their supply chains to enhance delivery efficiency and customer retention [8][10] Group 3 - The competition landscape is shifting from traffic acquisition to core capabilities as market growth slows from double digits to single digits, with regulatory pressures increasing in the EU, US, and China [10] - Companies that excel in compliance and supply chain efficiency are positioned to dominate the market, as even minor improvements in logistics can significantly impact competitive advantage [9][10] - The 19th China (Shenzhen) International Logistics and Supply Chain Expo will showcase solutions for compliance with the EU's DSA and the development of "local-to-local" supply chains, addressing challenges faced by businesses expanding overseas [11]