日本跨境市场即将迎来一次深层次的结构性变革。 这一年，日本将全面取消"1万日元以下进口商品的消费税免征政策"，所有进入日本的货物，无论价值高低，都将统一缴纳10%的消费税。 以往，1万日元以下的商品可以"零税"进入日本，构成了众多卖家"低价直邮"商业模式的基石。新规落地后，这部分成本将硬性增加10%。对于长期依赖"小 包直邮"、以低价铺货模式为主的跨境卖家而言，这项政策无异于一场精准的"成本绞杀"。 日本的税改还不仅于此，加上"电商平台代缴"、"取消0.6 计算关税特例"的双重暴击，目的十分明确，就是让曾经吃政策红利的跨境卖家（主要是中国卖 家）失去价格优势，给日本本土零售松绑。 过去很多中国卖家都依赖这种政策的红利，那现在红利消失了之后，卖家必须要去学会怎么合规化、品牌化，怎么去本地化运营，才能够在新的政策环境下 生存。 想保价格优势免税红利消失，成本必然上升；想保利润空间涨价会丧失竞争力，不涨价则亏损；想保客户体验直邮时效不稳定，退换货体验差，复购率低。 当所有卖家面临相同的税收成本时，价格优势不再突出，竞争的焦点必然会转移：从"价格战"转向"价值战"，拼的是"物流速度、服务质量、品牌信任度"， 媲美本土 ...

对于勇闯天涯的中国外贸人来说，危险一直都在，机遇也是一样。只要不离场、主动求变，转机就会出 现。 站在2025年的尾巴，笔者好像都快忘了中国外贸人所经受的煎熬了。 因为最近整体的外贸表现又是"超预期"的。（详见《11月出口超预期反弹，同比增幅较上月回升7个百 分点》）究其动因，面对传统劳动密集型出口的下滑，芯片、汽车等高科技产品在全球AI投资热潮和 中国制造业转型升级的带动下增长强劲。今年中国机电产品在出口总值的占比超过六成并保持上升态 势。在出口目的地上，"东边不亮西边亮"的转移趋势也相当明显——非美市场迅速弥补了对美市场缺 口，加码欧洲及"一带一路"市场的布局不仅仅是企业的战略部署，而是已经成为了关键引擎。 关注外贸这么多年，笔者几乎每一年都有"年年难过年年过"的感受。今年的"黑天鹅"更是前所未有的， 不只是美国挥舞关税大棒掀起一波"抢出口"（详见《"疯狂的美线"运价大涨3倍：美国关税折腾航运 界，谁在赚钱？》），还有中东战争引发了一系列绕行、周期拉长等航运挑战，全球的不确定性只增不 减。尽管美国关税从100%以上下调并稳定在一定的区间，但对华关税仍处于31.4%左右的偏高水平，叠 加不确定性加剧引发的外 ...

12月26日，世界风筝之都、中国动力名城潍坊迎来了一场行业盛会——潍柴新能源商用车2026年合作伙伴共创大会。大会以"科技蓝擎 向新加 速度"为主题，汇聚全国经销商、服务商、供应商、战略客户及行业精英，共同总结2025年发展成果，发布2026年战略规划，擘画新能源商用车高质 量发展新篇章。 2025稳中求进、全面突破 2025年，在全球汽车产业新能源化浪潮加速推进的背景下，潍柴新能源商用车以"科技领先、绿色发展"为指引，实现全方位突破，交出了一份亮眼的成 绩单。 2026年是"十五五"规划开局之年，也是新能源商用车行业加速分化整合的关键阶段。潍柴新能源商用车明确提出全年销量25,000辆的挑战目标，其中国 内20,000辆、出口5,000辆；新能源车型占比提升至15,000辆。 在渠道生态与服务体系方面，2025年，潍柴新能源商用车持续优化商务政策，新开发网络103家，联动722家中心库服务站构建协同销售体系，实现联合 销售1,200辆。在服务方面，全力推进"三个第一"极速服务体系——第一时间响应、第一速度抵达、第一效率解决，联动1,020家服务站，客户满意度达 90%，一次修复率96.5%，24小时问题关闭 ...

Core Viewpoint - The article emphasizes the increasing importance of the European market for Chinese foreign trade enterprises, driven by the ongoing tariff war initiated by the U.S. and the need for market diversification. However, this shift also brings heightened trade barriers and compliance risks, challenging Chinese companies to enhance their product quality, brand strength, and organizational capabilities [3][5]. Market Growth and Opportunities - In the first eleven months of 2025, China's exports to the EU grew by 8.9%, with notable increases to Germany (11.0%), the Netherlands (3.2%), France (8.7%), and Italy (11.0%) [5]. - The ongoing e-commerce penetration in Europe is shifting more offline purchasing behaviors online, further boosting the growth of Chinese cross-border e-commerce [5]. - eBay reported significant sales growth for Chinese sellers in the UK and Germany, with categories like brake discs increasing by 16 times and shock absorbers by 9 times over the past three years [5]. - Alibaba's international platform noted a 57% increase in orders from Europe this year, indicating a strong market potential [5]. Competitive Landscape - The competition in the European market is described as more intense, with a shift from intra-Chinese competition to competition with local European brands, which may lead to higher profit margins for Chinese companies [7][8]. - Compliance with European regulations is seen as essential for maintaining competitiveness, with a focus on long-term opportunities despite the challenges posed by stricter regulations [6][8]. Strategic Insights - Companies are encouraged to adopt a localized operational approach to navigate the diverse cultural and regulatory landscape of Europe, which differs significantly from the more unified U.S. market [9]. - The article highlights the potential for Chinese brands to leverage their cost advantages while meeting high compliance standards, suggesting that successful companies will be those that can adapt to local market demands [8][12]. Future Plans and Trends - eBay's 2026 strategy focuses on deepening its presence in the U.S. while entering the European market, indicating a dual-market approach for growth [10][11]. - Companies are planning to expand their market reach in Europe, with a focus on new countries like Poland and the Netherlands, while also enhancing operational efficiency through AI tools [11][12]. - The article notes that the trust in Chinese brands is increasing in developed markets, with a significant rise in consumer confidence in the UK [6][12].

Core Insights - Chinese brands maintain a cost advantage despite the need for full compliance in the European market, which is becoming increasingly important for companies aiming for market diversification by 2025 [1][6]. Group 1: Market Dynamics - The European market is a key focus for Chinese companies, with exports to the EU growing by 8.9% in the first eleven months of 2025, particularly to Germany, the Netherlands, France, and Italy [2]. - eBay reported significant growth in sales for Chinese sellers in the UK and Germany, with categories like brake discs and tail lights seeing increases of 16 times and 9 times, respectively [3]. - Alibaba's international platform noted a 57% increase in orders from the European market this year, indicating a strong push towards European expansion [3]. Group 2: Competitive Landscape - Increased competition in Europe is evident, with many companies recognizing the opportunities, leading to a more intense market environment [4]. - Chinese enterprises face competition primarily from European and American brands rather than from each other, suggesting a shift in the competitive landscape [5]. - Compliance with European regulations is essential for maintaining competitiveness, and companies that adapt to these requirements can still leverage their cost advantages [6]. Group 3: Future Strategies - Companies are planning to expand their market presence in Europe, with a focus on new markets like Poland and the Netherlands while consolidating existing ones [10]. - The transition from "product export" to "brand export" is a key goal for companies, emphasizing the need for agile supply chains and professional sales teams [11]. - eBay's strategy for 2026 includes focusing on both the US and European markets, highlighting the potential for growth in the European e-commerce sector [9].

近年来俄罗斯跨境电商市场快速发展，正成为中国卖家和企业积极布局的新增长极。专家认为，在 中俄跨境电商这一蓝海市场，随着小额包裹免税政策逐步取消，跨境电商将告别"免税"红利，对中国企 业和卖家来说，合规化、品牌化、智能化将是行业未来重要发展方向。 俄罗斯电商市场潜力持续释放 中国制造拓展出海新通道 最近几年，俄罗斯电商经济快速崛起，越来越多的消费者开始在线购买生活所需，这也为物美价优 的中国商品提供了源源不断的商机。而跨境电商日益成为高效连结俄罗斯用户和中国商品的崭新渠道。 据统计，俄罗斯电商市场近几年显著增长，2024年市场规模达1210亿美元，2025年预计达1650亿美 元，到2027年有望达到2400亿美元。2027年，俄罗斯电商渗透率将达到成熟市场水平。 跨境电商告别免税红利 合规化将成为重要方向 中国卖家近年来依托小额包裹免税政策将中国商品大量销往世界各地，然而自2025年以来，美国、 欧盟等主要经济体宣布正式取消或收紧小额包裹免税政策，许多新兴市场也纷纷跟进，全球跨境小 包"免税时代"逐步终结。 俄罗斯财政部近期也宣布从2026年开始200欧元以下包裹免税政策会逐年递减，直至2028年降为0， 同 ...

随着财富代际传递进入高峰期，遗嘱失效、资产隔离难、特需人群照料无门等问题频发，而被寄予厚望 的家族信托，因行业规范缺失、公众认知偏差，一度陷入"叫好不叫座"的尴尬境地。如今，该领域有望 迎来制度性规范——记者从业内获悉，中国信托业协会起草的《家族信托业务指引（征求意见稿）》已 开始面向会员单位征求意见。业内人士表示，此举不仅为行业划定边界，更被视作破解"传承焦虑"、激 活家族信托蓝海市场的关键抓手。 ● 本报记者 吴杨 征求意见稿的核心突破在于建立了明确的准入与运营标准，其中最受关注的便是业务资质与监管评级的 挂钩机制——当监管评级不符合监管部门要求的开展家族信托业务的最低评级时，信托公司应暂停新增 家族信托业务。在专职人员层面，信托公司开展家族信托业务，应当"至少配备5名专职人员、具备3年 以上相关业务经验"，鼓励信托公司建设具有金融、财税、法律等专业知识的复合型财富管理人才队 伍。 "征求意见稿提出1000万元起投门槛与'财富保护、传承'核心属性，杜绝专户理财'擦边球'操作。"上海 金融与发展实验室主任曾刚分析道，设置准入红线，业务与监管评级挂钩，并对专职人员设置多重要 求，这或让头部机构的优势愈发凸显。 ...

新华财经上海12月14日电（记者高少华）近年来俄罗斯跨境电商市场快速发展，正成为中国卖家和企业 积极布局的新增长极。专家认为，在中俄跨境电商这一蓝海市场，随着小额包裹免税政策逐步取消，跨 境电商将告别"免税"红利，对中国企业和卖家来说，合规化、品牌化、智能化将是行业未来重要发展方 向。 俄罗斯电商市场潜力持续释放中国制造拓展出海新通道 最近几年，俄罗斯电商经济快速崛起，越来越多的消费者开始在线购买生活所需，这也为物美价优的中 国商品提供了源源不断的商机。而跨境电商日益成为高效连结俄罗斯用户和中国商品的崭新渠道。 据统计，俄罗斯电商市场近几年显著增长，2024年市场规模达1210亿美元，2025年预计达1650亿美元， 到2027年有望达到2400亿美元。2027年，俄罗斯电商渗透率将达到成熟市场水平。 俄罗斯三大电商平台Ozon、野莓（Wildberries）和雅虎市场（Yandex.Market）目前都已开启在华招商业 务，吸引大批中国品牌和卖家到其平台上开店，以跨境电商形式向俄罗斯用户销售中国商品。在这些俄 罗斯电商平台的生态内，来自中国的跨境业务正从一个"备选项"转变为用户的"核心消费习惯"。 据Ozo ...

Core Insights - The listing of HashKey Holdings in Hong Kong marks a significant milestone for the blockchain industry, indicating a shift from "wild growth" to "regulated maturity" [1] - The current industry winter is not a sign of decline but a "survival of the fittest" phase, where compliance becomes essential for survival and development [2] - HashKey's IPO signals a transformation in the blockchain industry's underlying logic, emphasizing long-term value over short-term speculation [2] Industry Overview - The ongoing industry winter is characterized by high regulatory pressure and a significant reduction in market liquidity, with over 60% of small exchanges shutting down due to compliance costs [2] - The total market value of global crypto assets has shrunk by over 40% from its peak, reflecting a broader trend of "bad projects being eliminated" [2] HashKey's Listing Signals - HashKey's IPO serves as a "trend guide" for the Web3 industry, highlighting four key signals that could reshape the industry landscape [3] - Hong Kong's unique position as a "safe haven" for Web3 is reinforced by HashKey's listing, which connects traditional finance with blockchain technology [4] - HashKey has established itself as a leader in Hong Kong's blockchain ecosystem, with a trading volume exceeding 1.3 trillion HKD and staked assets of 29 billion HKD [4] Compliance and Traditional Finance - HashKey's listing provides a strong compliance endorsement, addressing traditional finance's hesitance to enter the crypto space due to perceived risks [5] - The revenue from institutional clients at HashKey has surged from 420 million HKD in 2022 to 27.37 billion HKD in 2024, indicating a significant influx of traditional funds into the crypto market [6] Platform Token Dynamics - HashKey's platform token $HSK is now recorded on the company's balance sheet, transforming it from a speculative asset to a company equity certificate [7] - This new model aligns the value of $HSK with the company's financial performance, encouraging HashKey to maintain its value through business growth [7] Industry Turning Point - The current phase for digital assets is likened to the pivotal moment for the internet in 1995, with user growth and regulatory clarity paving the way for mainstream adoption [8] - Monthly active digital asset addresses have tripled to 220 million by September 2024, indicating rapid user base expansion [8] BUYCOIN's Strategic Positioning - BUYCOIN has proactively aligned itself with the compliance trend, establishing a robust operational framework that meets global regulatory standards [10] - The platform emphasizes community sovereignty, allowing users to benefit from their contributions through a transparent profit-sharing mechanism [11] Ecosystem Development - BUYCOIN's collaboration with DeepLink has led to the integration of over 100,000 devices, enhancing user engagement and expanding its ecosystem [13] - The platform's dual focus on hardware and finance aims to broaden its value proposition, making its token BCT a practical currency [13] Resilience Across Market Cycles - BUYCOIN's structure is designed to provide stability during market downturns while capitalizing on growth opportunities during upturns, ensuring community engagement remains strong [14] Conclusion - The current market conditions present an opportunity for strategic positioning within the compliant and value-driven segments of the crypto industry, as exemplified by HashKey and BUYCOIN [15][16]

本次峰会，汇聚政府监管层、行业协会领袖、资深专家、权威媒体、企业掌舵人及千余位合作伙伴。福州市长乐区人民政府副区长周勇先生，中国珠宝玉 石首饰行业协会会长叶志斌先生，中华全国工商业联合会金银珠宝业商会秘书长黄滢女士，中国黄金协会监事长刘艳红女士，中国黄金报社总编辑曲辉先 生，珠宝国检集团深圳实验室党总支书记张秋生先生，福建省宝玉石协会会长王乃珠先生，长乐区人大常委会原党组成员、副主任、长乐区企业与企业家 联合会会长陈国衍先生，上海豫园珠宝时尚集团有限公司副总裁李国臣先生，中国黄金集团黄金珠宝股份有限公司副总经理金文一先生，中国珠宝首饰进 出口股份有限公司加盟管理部总经理胡猛先生等嘉宾出席现场，共同围绕黄金税收新政落地后的行业变革、挑战应对与未来机遇，展开了一场高规格、深 层次、前瞻性的思想对话与发展共商。这场峰会成为观察中国黄金珠宝产业在政策驱动下转型升级的重要窗口。 2025年12月6日，由德诚珠宝集团主办的"新政·新机·新未来"黄金珠宝行业交流峰会在福州数字中国会展中心隆重启幕。这不仅仅是一场汇集政企学研与权 威媒体的高端对话，更是德诚珠宝集团在黄金税收新政背景下，展现战略定力、行业担当与前瞻视野的关键时 ...