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拉美凭什么吸引 Shopee、亚马逊重仓?大促暴增、物流狂扩、零售份额领跑
Sou Hu Cai Jing· 2025-07-17 07:10
Group 1 - Shopee's 7.7 sales event achieved record-breaking sales, reaching double the sales of Black Friday 2024 and setting a peak for 2025 [1] - The event significantly boosted order volume and user engagement, particularly in beauty, fashion, and home categories, with daily sales exceeding 1 million units [1] - Content operations, including live streaming and short videos, were key drivers, with over 6,000 live broadcasts attracting 30 million viewers during the event [1] Group 2 - Amazon is expanding its logistics network in Brazil, having built 200 operational hubs covering all 26 states, with 140 new facilities added in just 18 months [2] - The "Amazon Hub" project has transformed over 700 local businesses into delivery centers, with plans to add 1,900 service points, reducing delivery times in remote areas from 5 days to under 24 hours [2] - This expansion enhances Amazon's logistics penetration in Brazil and improves last-mile delivery efficiency through local partnerships [2] Group 3 - Mexico's exports to the U.S. reached $46.342 billion in May 2025, a 5.6% increase from the same month in 2024, with a trade surplus of $18.165 billion [2] - From January to May 2025, Mexico's total exports to the U.S. amounted to $219.51 billion, with a cumulative trade surplus of $79.442 billion [4] - Mexico's online retail accounted for 16.1% of total retail sales by 2025, leading the Latin American region and expected to match U.S. contributions by 2026 [4] Group 4 - Amazon Mexico announced a $500 million investment to build three new distribution centers, aiming to enhance local distribution networks and improve delivery efficiency [4] - The investment will enable 85% of Mexico to receive two-day delivery, with same-day delivery available in key cities like Monterrey and Guadalajara [4] - Retail websites contributed 60% of total e-commerce transactions, with online retail growth of 135% since April 2025, driven by strong demand in fashion, ready-to-eat food, beauty, home decor, and electronics [5]