跨境电商海外仓 Cross-border E-commerce Overseas Warehouse 近年来，跨境电商作为外贸新业态备受关注，海外仓作为跨境电商的重要境外节点，是新型外贸基础设施，是跨境电商的重要组成部分，小编今天带您一 起了解海外仓的相关政策。 01 什么是跨境电商海外仓？ 海外仓是由物流企业、跨境电商平台或大型跨境电商卖家等专业化主体在境外通过自建或租用，运营的数字化智能化仓储设施。海外仓是跨境电商的重要 境外节点，是新型外贸基础设施，是外贸新业态新模式的重要组成部分。 02 跨境电商海外仓的由来 2016年《政府工作报告》提出，扩大跨境电子商务，支持出口企业，建设一批出口产品"海外仓"，促进外贸综合服务企业发展。 03 跨境电商出口海外仓模式 2020年海关总署第75号公告增列"跨境电商出口海外仓"监管方式，监管代码"9810"，2020年7月1日起在北京海关、深圳海关、黄埔海关等10个直属海关开 展试点，2021年7月1日起在全国海关全面复制推广。 该模式适用于境内企业通过跨境物流将货物出口至海外仓，通过跨境电商平台实现交易后从海外仓送达购买者，并向海关传输相关电子数据。 04 跨境电 ...

Core Viewpoint - The meeting emphasized the importance of planning for the "14th Five-Year" period in social undertakings, focusing on improving people's livelihoods and aligning with national development strategies [1][2][3] Group 1: Employment and Economic Development - The meeting highlighted the need to implement an employment-first strategy, addressing the opportunities and challenges posed by artificial intelligence, and creating high-quality job opportunities through a modern industrial system and county-level economic development [2] - It was noted that there should be a focus on new employment forms and ensuring employment security for key groups, alongside strengthening labor rights protection [2] Group 2: Health and Social Welfare - The meeting stressed the importance of prioritizing health development, leveraging artificial intelligence, and integrating medical data to enhance healthcare resources and public health systems [2] - It also called for adapting to an aging society by implementing a hybrid management model for elderly care and social welfare, emphasizing digital empowerment and reform [2] Group 3: Trade and Economic Cooperation - The meeting discussed the need to utilize both domestic and international markets, creating new consumption scenarios and models, and developing cross-border e-commerce and new foreign trade formats [2] - It was mentioned that enhancing trade logistics capabilities and strengthening cooperation with ASEAN countries are crucial for economic development [2] Group 4: Strategic Planning and Implementation - The meeting underscored the importance of aligning with national needs and integrating with national development strategies, ensuring that all plans are actionable and feasible [3] - It was emphasized that a coordinated approach across the region is necessary to support the implementation of the "14th Five-Year" plans [3]

Group 1 - The European Union (EU) has agreed to implement a temporary tax of 3 euros on packages valued under 150 euros from non-EU countries starting July 2026, which will become a permanent tax after two years [1][3] - France and Germany played a crucial role in expediting this policy, originally planned for 2028, due to France's lobbying efforts [3][5] - The primary objective of this policy is to protect local industries and markets in France and Germany from the influx of low-cost goods from China [5][7] Group 2 - France is facing significant pressure on local retailers due to the influx of low-cost Chinese goods, with 91% of the 4.6 billion small packages received in 2024 coming from China [7][9] - Germany's concerns are similar, as platforms like Temu and Shein have increased competition for local textile and retail industries, prompting a strong response from the German finance minister [9][11] - The new tax will impact small sellers relying on low-priced goods, as the additional cost could erode their price advantage in the European market [11][15] Group 3 - Larger platforms like Shein and Temu have already established local warehouses in Europe, which may exempt them from the new tax, allowing them to maintain competitive pricing [13][15] - The policy is expected to have a limited short-term impact on consumers, but may lead to higher prices or reduced options for low-cost goods as some small sellers may exit the market [15][17] - The EU's new tax policy may inspire similar actions from other countries, potentially diminishing the "tax-free advantage" previously enjoyed by Chinese cross-border e-commerce [17][19] Group 4 - Chinese companies are encouraged to adapt by establishing overseas warehouses and focusing on higher-value products to remain competitive despite the new tax [19][21] - Compliance with EU regulations, including tax registration and product certification, will be essential for Chinese businesses to avoid penalties and maintain market access [21][23] - The tax policy reflects a broader trend of protecting local markets, but it also presents an opportunity for Chinese e-commerce to innovate and enhance competitiveness in the European market [23]

Group 1: Retail Industry Development - The Ministry of Commerce plans to issue opinions to accelerate innovation and development in the retail industry during the "14th Five-Year Plan" period, focusing on policy support and high-quality development [3] - Key initiatives include enhancing service quality, optimizing inventory, promoting fair competition between online and offline channels, and fostering interaction between new supply and demand [3] - The ministry aims to summarize successful practices from various regions, develop new business models, and stimulate consumption potential, particularly in lower-tier markets [3] Group 2: Second-Hand Goods Market - The second-hand goods market in China is projected to reach a transaction value of 1.69 trillion yuan in 2024, reflecting a 28% year-on-year growth and a 12% average annual growth rate over the past six years [4] - The Ministry of Commerce intends to establish high standards for the second-hand goods industry, ensuring integrity and quality while preventing fraudulent practices [4] - New business models such as rental, auction, and after-sales repurchase will be promoted, along with immersive offline experiences and innovative consumption scenarios [4] Group 3: Cross-Border E-Commerce and Trade - China's foreign trade has shown resilience, with a total import and export value of 41.21 trillion yuan in the first eleven months of the year, marking a 3.6% year-on-year increase [5] - The Ministry of Commerce will implement policies to stabilize foreign trade, support market diversification, and enhance services for enterprises [5] - There is a focus on promoting cross-border e-commerce and overseas warehouses as new business models to improve trade quality and efficiency [5] Group 4: Hainan Free Trade Port - The Hainan Free Trade Port is set to commence operations on December 18, with a goal to become a significant gateway for China's new era of opening up [6] - The Ministry of Commerce reports a 23.1% growth in service trade and a 42.2% increase in actual foreign investment in Hainan during the first three quarters [6] - Future efforts will focus on institutional openness and aligning trade management policies with zero tariffs and other favorable measures [7]

Core Insights - The 2025 Black Friday in Europe and the US has transformed into a long promotional period akin to China's Double Eleven, driven by the strong entry of domestic cross-border e-commerce platforms [1][4] - Overseas warehouses have become a core competitive advantage for cross-border sellers, essential for supporting the extended promotional periods and managing logistics efficiently [1][3][4] Promotional Strategies - Temu's Black Friday promotion in the US runs from October 9 to November 29, while TikTok's activities span from late October to early December, with platforms like AliExpress and Amazon extending their promotional periods to over 50 days [1] - The intense competition has led platforms like Temu and SHEIN to significantly increase advertising spending, raising marketing costs and forcing sellers to offer lower discounts and flash sales [3] Logistics and Supply Chain - The peak daily order volume for a specific overseas warehouse during Black Friday 2025 increased threefold year-on-year, with certain product categories like 3D printers and robotic vacuums seeing over 200% surge in outbound volume [3] - Efficient overseas warehouse systems, such as 易仓WMS, enhance processing efficiency by 40% and are crucial for managing high-frequency replenishment needs during long promotional periods [3][4] Regulatory Impact - Changes in tariff policies, such as the termination of the $800 tax exemption for small packages in the US, have prompted many sellers to shift from direct shipping to overseas warehouse fulfillment, which helps mitigate tariff risks and reduce delivery times [3][4] Future Outlook - The competition during Black Friday is fundamentally a supply chain battle, with overseas warehouses transitioning from optional to essential for cross-border sellers [4] - The depth of overseas warehouse deployment and the level of intelligence in warehouse systems will be critical for sellers to navigate the increasingly competitive landscape [4]

世界虽然动荡，义乌总有办法。 文 ｜ 李丹 编辑 ｜ 卢枕 来源｜ 镜相工作室（ID： shangyejingxiang ） 封面来源 ｜ IC photo 以下文章来源于镜相工作室 ，作者镜相作者 镜相工作室 . 商业世界的风向与人 驶向"世界超市"义乌的高铁，也许是全中国最国际化的列车之一。车厢里不同肤色的人，说着世界各地的语言，抵达高铁站，还有专门的境外人员服务处。 国际商贸城附近的中东餐厅和中餐馆一样多，还有全中国唯一一家埃塞俄比亚菜，非洲老板用英文给我点完餐进厨房做菜，出完餐又坐到电脑前用板正的中 文一字一句地讲电话，"货什么时候能到？" 关于商贸城最广为人知的一个描述是，如果每家店停留5分钟，逛完商贸城要一年多。这里有超过7万家商铺，从一区到五区，要开四公里的车。它之所以享 誉世界，是因为无所不能，无奇不有。走进一区，一路上从天上飞的无人机，到地上跑的玩具车；从中东的香薰灯，到北欧的冰箱贴都能见到，每天都有大 量的小商品从这里发往世界各地。 十月中旬，我来到这里，此时距离圣诞——这个全世界最重要的节日之一，还有两个多月。圣诞是一个观察义乌的窗口，全世界有约80%的圣诞用品都来自 义乌。上到商贸城三 ...

Core Insights - The article highlights the challenges faced by businesses in Yiwu, particularly in the Christmas goods sector, due to global uncertainties such as wars and tariffs, which have led to decreased customer traffic and profitability [3][12][31] - Yiwu's international trade environment is characterized by a diverse customer base and a wide range of products, with the city being a major supplier of Christmas goods globally [2][4][27] Group 1: Business Environment - Yiwu's international trade city is described as highly internationalized, with a significant presence of foreign customers and a variety of global cuisines available nearby [2] - Approximately 80% of the world's Christmas goods are sourced from Yiwu, making it a critical hub for seasonal products [2][4] - The current business climate is marked by uncertainty, with merchants adapting to changes in demand and supply chain disruptions caused by geopolitical events [3][12] Group 2: Sales and Profitability - Many shop owners report a significant decline in customer traffic compared to previous years, with some stores closing early due to lack of business [4][5] - Profit margins have decreased over the years, with historical net profit rates of 40% now reduced to around 15% for many businesses [4][12] - The competitive landscape has intensified, leading to price wars and a focus on product differentiation to maintain market share [8][31] Group 3: Adaptation Strategies - Merchants are increasingly focusing on developing unique and complex products to avoid price competition, with some opting to discontinue lower-end items [8][12] - The establishment of overseas warehouses has been a strategic move for some businesses to mitigate risks associated with international shipping and tariffs [26][27] - Despite the challenges, Yiwu merchants continue to demonstrate resilience and adaptability, leveraging their experience to navigate the changing market dynamics [20][31]

国内产业转型升级正在为出口提供新的增长动能。 "北美和欧洲航线的舱位目前普遍是缺货状态，运费也在下降。"深圳一家货代的企业负责人王志从对第一财经表 示，从航运市场上来看，除了东南亚航线因为台风导致的港口堵塞，出现了短期运费上涨及海运爆仓之外，普遍 航线处于供大于求的"淡季"。 东方金诚宏观研究发展部执行总监冯琳认为，10月出口同比增速转负，一方面受到了去年同期高基数影响，另一 方面也与今年10月工作日较少有关。最重要的，还是美国高关税对全球贸易和中国出口的冲击持续显现，导致外 需整体放缓。其中，10月中国对美出口延续大幅下滑过程，同比降幅达到25.2%，与上月差别不大，直接下拉整 体出口增速3.8个百分点。 根据海关数据，10月中国对欧盟、日本、东盟及"一带一路"共建经济体出口增速分别为0.9%、-5.7%、11.0%、 2.8%，分别较上月下行13.2、7.5、4.7、14.3个百分点，剔除上年基数抬高和工作日效应，10月我国对这些区域的 出口动能均有所减弱。 美国采购商需求提前 中泰证券研究所首席分析师杨畅提出，10月对美出口同比降幅收窄，非美出口面临波动。10月以来上海出口集装 箱运价指数（SCFI）、 ...

Group 1 - The core business of the company in cross-border e-commerce primarily involves the sale of children's and adult bicycles, which are considered large items not suitable for direct mail delivery [1] - The company utilizes official warehouses across various platforms and has established overseas warehouses in different regions to meet sales demands [1] - In the future, the company plans to steadily integrate overseas production capacity with its warehousing and distribution network based on market demand, further strengthening its global supply chain competitiveness [1]

Core Insights - The article discusses the strategic development of Xi'an and Xianyang, focusing on their integration and the opportunities presented by the Belt and Road Initiative and the new round of Western Development [4][5]. Group 1: Economic Development - Xianyang achieved a total import and export value of 8.914 billion yuan in the first three quarters of the year, ranking second in Shaanxi province [4]. - The city is leveraging its proximity to Xi'an and the Xi'an Xianyang International Airport to develop a strong air economy, aiming to create a national-level air economic demonstration zone [5][6]. - Xianyang's exports reached 5.328 billion yuan in the first three quarters, showing a year-on-year increase of 4.77% [6]. Group 2: Infrastructure and Connectivity - A series of transportation projects, including the Weihe River High-tech Bridge and the expansion of the Xixing Expressway, are enhancing connectivity between Xi'an and Xianyang [6]. - The establishment of a leadership group for the integration of Xi'an and Xianyang aims to implement a three-year action plan for urban circle construction [6][11]. Group 3: Innovation and Technology - Xianyang is focusing on technological innovation by integrating resources from local universities and promoting collaboration between research institutions and enterprises [11][12]. - The city has implemented policies to encourage the sharing of scientific resources and has established a three-year action plan for the transformation of scientific achievements [11][12]. Group 4: E-commerce and Trade - Xianyang has developed a platform for government, banks, and enterprises to support the growth of cross-border e-commerce, which now constitutes 30% of some companies' sales [9]. - The local e-commerce sector has seen significant growth, with transaction volumes exceeding 10.5 billion yuan in the first three quarters of the year [8][9]. Group 5: Future Plans and Goals - Xianyang plans to expand its foreign trade cooperation and establish a collaborative innovation zone within the Shaanxi Free Trade Zone [12]. - The city aims to transform from an "inland hinterland" to an "open hub" by seizing opportunities from the transfer of industries from the eastern regions [12].