Cross - border E-commerce

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2025马来西亚电商东南亚跨境新攻略:解锁增长密码
Sou Hu Cai Jing· 2025-08-03 20:03
Core Insights - Malaysian e-commerce companies are actively seeking cross-border expansion opportunities in Southeast Asia, aiming for smooth entry and rapid growth by 2025 [1][6] - The guide emphasizes the importance of optimizing logistics and supply chains as a core aspect of cross-border expansion [1] Logistics and Supply Chain - Three supply chain models are available for companies: 1. "Production + Manufacturing + Warehousing and Distribution" suitable for established brands 2. "Bulk Shipping + Warehousing and Distribution" which shortens delivery times but requires inventory risk management 3. "Direct to Consumer" model preferred for testing new markets to lower initial costs [1][7][8] - Commercial logistics is favored for its cost-effectiveness, while courier and postal services are used for high-value or urgent orders and small, low-value items [1] Consumer Insights - Southeast Asian consumers show a high acceptance of regional brands, with many willing to purchase products from neighboring countries [1] - Popular cross-border shopping categories include fashion accessories, food and beverages, and health and beauty products [1] - Consumer preferences vary by country, with Malaysia favoring Korean and Japanese styles, Singapore preferring mass brands, and Vietnam valuing Southeast Asian cultural brands [1] Marketing and Outreach - E-commerce platforms remain the primary channel, but businesses are diversifying their outreach through social media and brand websites to reduce platform dependency and enhance user interaction [2] - Localized operations are crucial, as consumer preferences for social media and customer acquisition channels differ across countries [2] Operational Considerations - Key operational details include aligning tariffs, delivery times, and payment methods with local realities [2] - Variations in "low-value tariff exemption thresholds" across countries allow businesses to optimize costs by adjusting product pricing [2] - Delivery times should be communicated to manage consumer expectations and reduce complaints [2] - Payment methods must align with local habits, such as electronic payments in Singapore and cash on delivery in Vietnam and Indonesia [2]
阿里相对低估
虎嗅APP· 2025-05-21 00:00
以下文章来源于妙投APP ,作者Eastland 妙投APP . 虎嗅旗下二级市场投研服务品牌,为您提供精选上市公司价值拆解,热门赛道产业链梳理 作者|Eastland 头图|视觉中国 2025年5月15日,阿里巴巴( NYSE:BABA;HK:09988 )发布了2025财年财报。报告期内,阿 里巴巴营收9963亿、同比增长5.9%;经营利润1409亿、同比增长24.3%;净利润1260亿、同比增长 76.6%。 截至5月15日收盘,阿里巴巴港股、美股年内分别上涨43.8%、45.6%。除业绩超预期、核心业务展 现韧性之外,一个非常重要的原因是投资人对阿里AI能力、AI路线的认可。在中国大型科技企业 中,阿里最早布局,市场份额居首;在AI相关领域持续投入重金,保持领先地位。 2025年1月,阿里云公布通义千问旗舰版模型Qwen2.5-Max;2月13日,阿里官宣将与苹果合作、为 中国市场iPhone开发人工智能功能。 截至5月15日收盘,阿里市值约3000亿美元,动态市盈率16.3倍。亚马逊市值2.2万亿美元,动态市盈 率36.8倍。 两张图看懂阿里营收结构 老大淘天集团( 4498亿 ),老二国际数字商业 ...