10月13日，国务院新闻办举行新闻发布会，介绍前三季度进出口情况。据海关统计，今年前三季 度，我国货物贸易进出口33.61万亿元，同比增长4%。其中，出口19.95万亿元，增长7.1%；进口13.66 万亿元，下降0.2%。9月，进出口4.04万亿元，增长8%。海关总署副署长王军说："我国货物贸易顶住 压力，实现平稳增长，展现出较强韧性，有底气、有朝气、有锐气。" 有进出口实绩的外贸经营主体首次达70万家，超去年全年总量 "今年以来，我国外贸在复杂的外部环境下顶压前行，延续稳中向好发展势头。各地各部门攻坚克 难、努力拼搏，广大外贸企业积极应变、开拓创新，我国外贸韧性彰显、结构优化，实现了量质齐升， 成绩来之不易。"王军介绍。 前三季度外贸增速何以逐季加快 我国货物贸易顶住压力，实现平稳增长，同比增速达4% 产业体系完备筑牢增长基础。我国工业制品出口份额自2008年起就稳居全球首位，近年来占比均接 近两成。我国制造业出口已连续8年增长，前三季度继续增长7.1%。 创新水平提升激发增长潜能。前三季度，我国出口高技术产品3.75万亿元，增长11.9%，对同期整 体出口增长贡献率超三成。 适配市场需求拓展增长空间。越 ...

Industry Overview - The cross-border e-commerce industry in China has maintained a stable development trend, becoming an important force in promoting global trade [1] - In the first half of 2025, China's cross-border e-commerce import and export scale reached approximately 1.32 trillion yuan, a year-on-year increase of 5.7%, with exports reaching 1.03 trillion yuan, an increase of 4.7% [1] - The positive trend reflects the stability of China's supply chain and the increasing recognition of Chinese goods in the international market [1] Policy Support - Multiple departments have launched a series of measures to create a favorable environment for the industry's development [1] - New tax refund regulations issued by the State Taxation Administration have significantly simplified the export tax refund process for enterprises [1] - Customs has introduced a clearance optimization plan to further shorten the time for cross-border flow of goods [1] - The implementation of bonded supervision declaration details has helped enterprises manage warehousing and logistics more efficiently [1] Company Case Study - Wuhan Meteor Gathering, a company focused on cross-border e-commerce since its inception in 2017, has developed a comprehensive service system for partners [3] - The company has assisted over ten thousand partners in successfully launching cross-border businesses, helping them transition from local operations to international sellers [3] - Wuhan Meteor Gathering emphasizes personalized solutions based on the actual conditions of different sellers and continuously tracks international market trends to adjust operational strategies [3] Future Outlook - The development of China's cross-border e-commerce benefits from continuous policy optimization and active exploration by market entities [4] - With the increasing digitalization of international trade, the industry is expected to achieve higher quality development, providing more quality products to global consumers and creating broader development space for domestic sellers [4] - Policy support and seller practices will jointly promote the industry to a higher level [4]

Group 1 - The core viewpoint of the news is the launch of the "Beijing Action Plan for Promoting High-Quality Development of Cross-Border E-Commerce (2025-2027)", which aims to establish Beijing as a leading hub for cross-border e-commerce by 2027 with specific quantitative goals [1] - The plan includes the establishment of three cross-border e-commerce display service centers, the gathering of numerous billion-level cross-border e-commerce platform headquarters and ten-million-level brand merchants, and the cultivation of a thousand professional talents [1][2] - The plan emphasizes leveraging five advantages: enhancing brand competitiveness through technological innovation, deepening institutional innovation through the "Two Zones" overlap, attracting enterprises through headquarters economy, utilizing the two major airports for efficient logistics, and integrating quality business service resources to empower industrial development [1] Group 2 - The "京品出海" (Beijing Quality Products Going Global) initiative will provide financial support for product certification and overseas patent applications, guiding enterprises from "no brand" to "quality brand" and then to "leading brand" [2] - The plan supports the use of advanced technologies such as cloud computing, artificial intelligence, and virtual reality to optimize the entire production and marketing process, encouraging platform enterprises to enhance AI model applications [2] - In the retail import sector, the plan aims to deepen pilot programs for pharmaceutical products and promote new models combining cross-border e-commerce with bonded areas and experiential consumption [2] Group 3 - Beijing's two major airports will expand international routes, encouraging enterprises to establish distribution centers and collection warehouses in bonded areas, with funding support for digital warehousing facilities [3] - The tax policies for cross-border e-commerce export return goods and tax exemption for non-invoiced goods will be fully implemented, while the tax filing process will continue to be optimized [3] - Financial institutions will offer a comprehensive range of products covering credit and exchange rate hedging, and payment institutions will provide low-cost settlement services based on electronic information [3]

Summary of Conference Call Notes Industry Overview - The conference call discusses the **cross-border e-commerce industry** and its response to recent changes in tariff policies, highlighting the resilience and growth potential of the sector amid economic fluctuations [1][2][3]. Key Points and Arguments - **Tariff Negotiations**: Recent tariff negotiations have improved, with punitive tariffs reduced to **40%-50%**, alleviating risks for export companies and allowing them to resume operations [1][3]. - **Impact on ToC Cross-Border E-commerce**: The ToC segment of cross-border e-commerce is less affected by tariffs due to high markup rates (generally over **5 times**, with some brands exceeding **10 times**), enabling effective cost transfer [1][4]. - **Price Increases**: Many companies implemented price increases of **20%-30%** after April, which did not significantly impact demand, indicating strong reliance on Chinese products in the U.S. market [1][4]. - **Beneficiary Companies**: Companies benefiting from tariff reductions include: - **Leading Companies**: Such as Anker Innovations and Stone Technology, which have strong pricing power [1][6][12]. - **Value-oriented Companies**: Like Huakai 100 and Saiwei Times, which can adjust prices with minimal operational risk [9]. - **Flexible Non-listed Companies**: Such as Xiaoshangcheng, which can navigate tariff pressures effectively [1][9]. Additional Important Insights - **Market Dynamics**: The cross-border e-commerce sector shows resilience, with improved shipping efficiency for leading companies due to reduced tariffs, and a focus on companies with strong pricing transmission capabilities [1][10]. - **European Market Performance**: There is a notable increase in market attention towards non-U.S. companies, with strong European orders contributing to performance recovery for companies like Xiaoshangcheng [11]. - **Long-term Growth Prospects**: The cross-border e-commerce industry is expected to see increased penetration and expansion in overseas markets, driven by favorable policy adjustments and strong demand growth [5][13]. - **Economic Outlook**: Despite risks of a U.S. economic recession, the trend towards value-oriented consumption is expected to benefit online channels, which are better positioned than offline channels in terms of product variety and pricing [14]. Conclusion - The cross-border e-commerce industry is poised for growth, supported by favorable tariff changes and strong demand dynamics. Key players with pricing power and operational flexibility are likely to thrive in this evolving landscape [1][10][14].

Group 1 - The fourth Western Cross-Border E-commerce Expo opened in Chengdu, focusing on "land and sea internal and external linkage, east and west mutual assistance" [1] - The expo is expected to attract 30,000 attendees and features over 300 global exhibitors, aiming to enhance the cross-border e-commerce ecosystem and expand global market outreach [1][2] - The "All-domain Collaboration Sichuan Cross-Border E-commerce City (Prefecture) Empowerment Action" was launched to promote industrial clustering, brand development, innovative e-commerce models, service system improvement, and talent training [1] Group 2 - A self-discipline initiative was announced by members of the Western Cross-Border E-commerce Development Alliance from various regions to ensure industry order and sustainable development [2] - The initiative emphasizes corporate integrity, product quality, intellectual property protection, cross-border data security, and fair competition [2] - The expo showcased "Sichuan-made" brands and featured immersive global consumption experiences with products from countries like France, Germany, and Italy [2] Group 3 - Various events were held during the expo, including the "Chengdu Cross-Border E-commerce Industry Promotion" and "Sichuan Cross-Border E-commerce Amazon Empowerment Plan" [3] - The Western Cross-Border E-commerce Expo is the only professional cross-border e-commerce exhibition named after the "West," serving as a platform for external economic development [3] - The expo aims to promote the scale, standardization, and branding of Western cross-border e-commerce, injecting innovative momentum into regional economic development [3]

值得一提的是，跨境电商平台重产品轻店铺的经营理念，也为卖家减轻了不少负担。在这个平台上，没有店铺等 级之分，无需进行复杂的店铺装修和客服设置。卖家只需关注产品的质量和服务，通过邮件与消费者进行沟通， 24小时内回复即可。这种简洁高效的经营模式，不仅降低了卖家的运营成本，还让卖家能够更加专注于产品的研 发和销售，提高市场影响力。 此外，国家政策的助力也为跨境电商的发展提供了有力保障。近年来，国家高度重视跨境电商行业的发展，出台 了一系列扶持政策和措施，为跨境电商企业提供了更多的发展机遇和优惠政策。这些政策的实施，不仅降低了跨 境电商企业的运营成本，还提高了企业的国际竞争力，为跨境电商行业的蓬勃发展注入了新的活力。 综上所述，新品上架的流量扶持政策、多样化的流量获取途径、重产品轻店铺的经营理念以及国家政策的助力， 共同构成了跨境电商行业的独特优势。这些优势不仅为卖家提供了更多的发展机遇和选择，还让卖家能够更加专 注于产品的研发和销售，提高市场竞争力。武汉流星汇聚相信在未来的发展中，跨境电商行业将继续保持蓬勃发 展的态势，为全球经济贸易的繁荣做出更大的贡献。 其中，新品上架会自动给予卖家产品流量扶持，这一政策无疑为 ...