对一个外贸人而言，如果说2025年最大的收获是什么，大概就是更有勇气面对2026。 谈到2025年的外贸主题词，毋庸置疑，一定是"变"。1月20日，特朗普再度入主白宫，就职仪式的掌声尚未散去，一系列对于"特朗普时代"的悲观想象就 已然开启，而关键变量就在于关税的起落。 在之后的一年里，出海人从最初面对关税波动时的紧急应变，逐渐转变为从容应对的平常心。跨境电商赛道的玩家们加速向新兴市场挺进，欧洲、拉美、 中东成为驱动增长的全新引擎。与此同时，AI技术赋能、品牌化建设、全链路本地化运营，不再是行业的加分项，而是平台站稳脚跟的核心竞争底线。 跨境电商在2025年真正迎来了分水岭，不再是单点突围，而是多市场、多维度能力的比拼。 趋势一：关税震荡重塑出海版图：中国跨境贸易转向多元时代 税，大写在2025。 2月1日，美国率先对中国产品加征10%关税，此后层层加码，叠加"芬太尼关税"与"对等关税"后税率升至54%，中美相互反制下，美国对华关税一度飙升 至145%的历史峰值。 这场关税对峙更具情绪化博弈属性。在数字对垒中，关税已从经济调节工具异化为政治表达：实际贸易中，70%以上的税率已足以阻断交易，后续攀升的 数字实则脱 ...

12月4日，2025亚马逊全球开店跨境峰会在杭州举行，大会期间亚马逊全球开店发布"下一代跨境链 （Next Generation Global Selling）" ，致力于以世界领先的技术和运营能力，赋能跨境电商企业"从本地 仓库到全球客户"一站式解锁全球商机，让跨国销售从第一天起就更简单高效。正值亚马逊推出第三方 卖家业务25周年，以及亚马逊全球开店业务进入中国10周年的重要里程碑，"下一代跨境链"的推出，也 意味着亚马逊卖家将全面迈向"上线即售全球"的新发展阶段。 下一代跨境链（Next Generation Global Selling）发布 大会期间，亚马逊全球开店回顾了过去一年中国跨境电商企业在亚马逊全球站点上取得的成绩，并围绕 2026年的四大业务战略重点，即"AI驱动，赋能优品创新篇"、"破界拓疆，开辟增长新大陆 （000997）"、"智慧链动，重塑全球新跨境"、以及"本地助力，共创跨境新未来"，揭晓40余项亚马逊 具体创新举措，全面助力中国出口跨境电商企业高质量出海。 共话全球电商新未来 亚马逊全球副总裁、亚马逊全球开店全球业务负责人戴竫斐（Cindy Tai）表示："今年是亚马逊全球开 店业 ...

Core Viewpoint - The emergence of AI Agents can significantly assist sellers in addressing labor duplication issues, potentially transforming the landscape of the cross-border e-commerce industry [1][4]. Industry Changes - Over the past year, the cross-border e-commerce industry has shifted from a competitive "red sea" to a "blood sea," with rising operational costs due to increased advertising and logistics expenses, alongside intensified competition from platforms like Temu and Amazon [2]. - The industry has experienced three major changes over the last 15 years: the evolution of products, platforms, and operational strategies [5]. Competitive Landscape - The intense competition in the cross-border e-commerce sector is characterized by revenue growth without profit increase, as seen in Shein's projected sales of $38 billion in 2024, a 19% increase from 2023, while net profit is expected to drop by 40% to $1 billion [6]. - The efficiency of labor has declined, with average annual output per employee dropping from $500,000 to approximately $20,000 [6]. Need for Transformation - The industry is facing a necessity for transformation due to rising tax costs and the unsustainable nature of relying solely on human labor and simple replication models [9]. - Future directions for the industry include deep AI empowerment and a return to the essence of retail, focusing on products, brands, channels, and customers [9][10]. AI Agent Implementation - AI Agents can replace repetitive tasks traditionally performed by a large workforce, as demonstrated by a case where a company reduced its staff from 200 to 40 while doubling its sales from approximately $300 million to $600 million [15][18]. - AI Agents are designed to autonomously execute tasks based on established Standard Operating Procedures (SOPs), enhancing efficiency and reducing the need for extensive human involvement [16][18]. Company Adaptation - Companies in the mid to upper tiers of the industry are encouraged to adopt long-term planning and transition towards product-oriented and customer-driven models [20]. - Companies with a fragmented operational model may find it challenging to implement AI Agent transformations effectively [21]. Cost Reduction and Profitability - The cross-border e-commerce industry typically sees labor costs account for 15% to 25% of Gross Merchandise Value (GMV), and transitioning 50% of these roles to AI Agents could significantly reduce costs and enhance profitability [22]. - In addition to labor savings, utilizing AI Agents can lead to decreased marketing expenses and improved brand exposure [23]. Future Competitiveness - Companies that excel in developing and implementing SOPs will have a competitive advantage in the evolving landscape of cross-border e-commerce [27][37]. - The integration of AI Agents is expected to create a scenario where larger companies become even stronger, leveraging AI to enhance their operational capabilities [37][38].