今年正值eBay成立三十周年，eBay国际跨境贸易事业部大中华区总经理林文奎表示："跨境电商进入全球多元化布局的关键阶段，中国卖家在全球汽配 市场大有可为。eBay将与卖家共同投入，作为其长期战略伙伴为卖家提供强有力的焕新支持。汽配出海是一条长期赛道，我们期待与卖家携手不断沉淀供 应链，提升用户体验，推动中国制造在美国、欧洲等核心市场实现长期、稳健的增长。" 当前，全球汽配售后市场迎来结构性机遇，规模突破2.3万亿美元，汽车保有量超16亿辆。北美与欧洲作为核心市场，在车辆老龄化与线上化趋势推动 下持续释放潜力。欧美平均车龄已超12年，带动维修、保养及改装需求持续释放。与此同时，线上化趋势正以前所未有的速度重塑行业，为平台卖家带来历 史性增长窗口。 12月23日，全球电子商务领导者eBay在厦门成功举办"驭见未来·擎动全球"2025年度汽配卖家峰会。来自全国各地超500位汽配跨境卖家、优质生产厂商 以及跨境生态领军伙伴齐聚一堂，聚焦全球贸易重构背景下的平台资源赋能、新兴市场开拓与高潜力品类价值挖掘等核心议题展开深度探讨，共同擘画汽配 跨境出海增长新蓝图。峰会现场，eBay特别举办了年度表彰仪式，为近百位在跨境领 ...

信任电商助 力"百千万工 程"，远方好物 探索农文旅新消 费场景助农新模 式_南方+_南方 plus 12月22日，在广 州增城区白水寨 举行的"百千万 工程"村晚市集 现场，远方好物 平台及其广东省 内商家的展位以 新消费场景布置 的户外特展格外 吸睛，不仅将带 来其精心溯源挖 掘的系列助农产 品，还在当晚通 过"远方会客 厅"直播，生动 展现电商平台打 造农文旅新消费 场景赋能区域发 展的新路径。 市场竞争力等全 方位支持。 同时，结合海珠 区作为广州会展 核心的区位优 势，远方好物平 台创新打造"平 好物平台自2022 年正式上线以 来，始终以"信 任"为核心，通 过"严品控、溯 源头、短链条、 促共赢"的体系 重构供应链，探 索出一条"产品 力驱动、数据赋 能、文旅融 合"的特色发展 道路。此外，在 广东省大力实 施"百千万工 程"的背景下， 远方好物平台立 足自身优势，创 新消费帮扶模 式，充分发挥互 联网电商桥梁作 用，聚焦产业与 科技互促双强， 助力"百千万工 程"深入实施， 让特色物产走向 全国。 近年来，为打通 农产品上行渠 道，远方好物平 台不断创新"平 台+"服务，针对 农特产品市场流 ...

拼多多于12月19日召开的年度股东大会，向市场清晰传递了其未来的核心航向。随着旗下跨境电商平台 Temu以三年时间达成与国内主站比肩的体量，"双引擎"驱动的新格局已然成型。站在业务格局的新起 点上，此次大会的战略定调尤为关键。 会上，拼多多明确将未来发展押注于中国供应链的深度赋能与升级，提出"All in（全力投入）中国供应 链"的核心战略。新任联席董事长赵佳臻阐述道，"我们将聚焦精力、财力和物力，投入中国供应链的升 级再造，实现供应链运营模式的整体性升级。高质量，品牌化是我们的方向。相信下一个三年，我们将 有机会再造一个拼多多。" 从坚守合规底线到共建产业带生态，随着"All in"中国供应链战略的持续深化，拼多多正将其业务深植 于中国制造的沃土，试图在全球电商竞争中探索一条平台发展与产业升级深度融合的独特发展之路。 实现价值跃迁 "Temu面对着千变万化的国际市场，随机应变是必不可少的，而以不变应万变更是'规定动作'，而最值 得坚守的理念就是要握紧中国的产业链。这一步，Temu是看对了。"商务部研究院研究员白明认为，将 战略重心锚定于中国供应链，是Temu应对全球不确定性的正确抉择与坚实基石。 战略锚定中 ...

在互联网电商发展成熟的当下，复杂规则、价格内卷、算法裹挟等问题逐渐凸显，消费者对 "简单、透 明、有温度" 的购物需求日益强烈。WOOHA 物好视界顺势而为，以 "趣味消费，分享创富" 为核心理 念，构建起新型电商生态，为行业发展注入新活力。 去繁就简，回归消费本质 相较于传统电商复杂的活动机制，WOOHA 坚持 "去复杂化" 运营理念。平台摒弃优惠券叠加、等级制 度等冗余设计，简化购物流程，消除消费陷阱，让用户无需耗费精力计算优惠，专注于产品本身与购物 体验。这种回归本质的运营模式，有效提升了用户满意度与消费意愿，构建起良性的消费环境。 创新机制，激活用户价值 WOOHA 创新性地将游戏化互动与社区分享激励融入平台设计。用户在购物过程中可通过完成互动任 务获得额外收益，同时通过分享好物实现价值变现。这种 "消费 + 互动 + 分享" 的三维模式，不仅增强 了用户粘性与参与感，更打破了传统电商单向交易的局限，形成 "用户 - 平台 - 商家" 的共赢生态。 技术驱动，保障平台合规透明 依托 AI 与区块链等前沿技术，WOOHA 实现了运营全流程的透明化与安全化。数据智能技术能够精准 捕捉用户行为，确保激励机制 ...

新兴市场动态 1、新中双边合作联合委员会达成27项协议，创历年新高 12月15日，新中双边合作联合委员会第21次会议在重庆召开。今年恰逢新中建交35周年，JCBC收获了 历年来最为丰硕的合作成果，双方共达成27项谅解备忘录及合作文件，不仅深耕互联互通、金融、科技 等经济合作，更延伸至人文交流、文化互鉴、学生往来、教育协作及体育合作等多个维度，例如新加坡 将启动数字人民币试点，为新加坡居民与游客提供便利。覆盖多元领域的合作协议充分彰显新中两国全 方位、高质量、面向未来的伙伴关系特质。 2015年以来，中新互联互通项目已走过十年，累计签约政府和商业合作项目347个、总金额260亿美元， 还探索形成33项具有首创性、辨识度的制度型开放成果。 2、越南电子商务协会联合工业贸易部：越南2025年电商规模预计达310亿美元 12月22日消息，越南电子商务协会联合工业贸易部举行了2025跨境电子商务论坛。工业贸易部电子商务 与数字经济司副司长赖越英在会上指出，越南零售电商规模预计到2025年将达到310亿美元，同比增长 超过25%，这一数字将占全国消费品零售总额约10%，确保越南稳居全球电商增长最快国家前十。 跨境电商已成 ...

Group 1 - The core viewpoint of the news is that the requirement for merchants to provide "the lowest price on the entire network" by platforms may constitute abuse of market dominance or form monopolistic agreements [1] - The practice of "the lowest price on the entire network" is seen as a form of disguised monopoly, where platform companies leverage their market power to impose unreasonable demands on merchants, ultimately undermining fair market competition [1][2] - The platforms' management attributes, such as rule-setting, data control, algorithm utilization, and traffic distribution, are exploited to maintain their dominance and suppress competition, putting merchants in a vulnerable position [1] Group 2 - The harm of "the lowest price on the entire network" is multifaceted, leading to a loss of pricing autonomy for merchants and squeezed profit margins, which may result in reduced product quality or service investment [2] - Consumers may appear to benefit from lower-priced products, but the monopolistic behavior of platforms can limit their choices, disrupting fair competition and potentially harming consumer rights [2] - Regulatory actions against "the lowest price on the entire network" signify a rejection of market monopolistic behavior, aiming to purify the competitive ecosystem and ensure sustainable and orderly development of the platform economy [2]

2025年12月19日，获任拼多多联席董事长的赵佳臻，在集团年度股东大会上说，相信下一个三年，我们将有机会再造一个拼多多。许多人都以为这是拼多 多的野心，但或许在拼多多自己眼中，这只是一种基于事实的判断——与其说是拼多多想要再造一个拼多多，不如说是拼多多觉得，下一个三年，中国供 应链的进化，足以再成就一个拼多多。 毕竟，拼多多的十年，一直都是"长"在中国供应链上的十年。 从初创期深入产业带的"拼工厂"，到如今试图通过"新质供给"专项推动源头制造升级，其发 展轨迹始终都是与中小制造企业的成长同频共振的。 就连Temu的狂飙突进，也是这一逻辑的验证——这个诞生仅3年的平台，以"走完拼多多国内电商10年路"的速度，跻身全球电商头部阵营，背后正是中国 供应链的完备性与高效性在做支撑。依托在中国本土被磨练出来成熟模式降维打击，让全世界都见识了一把什么叫做中国制造业的高效、敏捷、全面、强 大。 所以，想要再造一个拼多多，答案也不在线上，而在中国广袤土地上不断升级的工厂与车间里。豪言既出的拼多多，下一个目标，无疑是重仓中国供应 链。 根基——同频共振的"共生十年" 外界或许会把拼多多当成一个商业模式的奇迹，但对拼多多来说， ...

全球消费市场正在经历一场深层变化。 从宏观层面看，消费整体增速正在放缓，但放缓并不意味着全面收缩。Euromonitor International《2025 全球消费者趋势报告》指出，经济不确定性正在重 塑消费规范，消费者更倾向于"战略性购物"。 在这一背景下，那些能够提供情绪价值、差异化创新、体验升级的高端产品，反而在部分细分品类中跑赢大众市场。 也正是在这样的拐点上，一批中国品牌逐渐跑出了逆势增长的出海曲线：5000 美元定价的 Yarbo 扫雪机器人持续进入亚马逊品类畅销榜；Why Worry 成 人护理用品定价高出跨国品牌 20–30%，核心产品稳居亚马逊畅销榜前 20 名；花知晓美妆登陆海外后价格加倍，并连续多日霸榜亚马逊日榜。 进入更高的价格区间，并未成为这些新锐品牌增长的阻力。相反，它们反而更快在全球市场建立起清晰的用户认知与稳定的销售节奏。 这种"高价快跑"的现象背后，也折射着出海进程的新一轮转向：当品牌能提供具有足够说服力的"差异化价值"时，全球消费者正表现出更强的消费意愿。 那么，在消费逻辑全面转向"价值导向"的当下，中国品牌该如何重塑自身的表达？又该如何通过有效的路径，将这些价值精准传 ...

Key Insights - Temu has rapidly climbed to become the third most visited e-commerce site in the UK, gaining 8 million new users in one year, with a monthly visit count of 28.4 million as of May, indicating strong market penetration [5][6][7] - Xiaomi, TCL, and Hisense have collectively increased their sales on AliExpress by 300% year-on-year, positioning the platform as a core part of their international strategy [8][9] - Ant Group's AI health app "Antifufu" has surged to the third position on the Apple App Store, with over 15 million monthly active users and a compound growth rate of 83% [11][12][14] - The first overseas store of Mixue Ice Cream has opened in Los Angeles, offering competitively priced products, marking a significant step in its global expansion strategy [15][16][20] - MiniMax is set to become the world's first publicly listed company focused on AGI, having passed the Hong Kong Stock Exchange hearing, with a projected market growth from $189 billion in 2023 to $4.8 trillion by 2033 [23][24] - Xiaomi's new open-source model MiMo-V2-Flash has been highlighted for its efficiency and competitive edge, ranking among the top two global open-source models [25][27] - Elon Musk's net worth has reached $700 billion, following a court ruling that reinstated the value of his Tesla stock options, significantly impacting his overall wealth [30][32] - SpaceX is preparing for an IPO, with a potential valuation of $1.5 trillion, and has entered a "quiet period" to comply with regulatory requirements [40][41] - OpenAI is in talks with Amazon for a potential investment of at least $10 billion, which would elevate its valuation to over $500 billion, while also planning to adopt Amazon's AI chips [44][45]

Group 1: Company Developments - XPeng Motors has launched its third overseas localized production project in Malaysia, following projects in Indonesia and Austria, with plans for mass production by 2026 to serve the ASEAN right-hand drive market [3] - Alibaba Cloud has signed a full-stack AI cooperation agreement with Aishi Technology to enhance AI video generation capabilities, leveraging Alibaba's cloud infrastructure and AI services [3] - SF Middle East has signed a cooperation agreement with Oman Asyad Group to enhance cross-border transportation and logistics innovation [4] - Li Auto has officially entered the markets of Egypt, Kazakhstan, and Azerbaijan, launching its L9, L7, and L6 models to meet local luxury market demands [4] - BYD and Yutong, among other Chinese companies, have won contracts to supply 660 electric buses to Singapore, with deliveries starting in late 2026 [4] Group 2: Market Expansion and Trends - Temu is accelerating its expansion in Switzerland, attracting dozens of local merchants to enhance its local operations and increase the proportion of European sellers to 80% [5] - AliExpress has seen a 300% increase in sales of Chinese TV brands, attracting major brands like Xiaomi and TCL, and is positioning itself as a competitor to Amazon [6] - The Chinese energy storage sector is experiencing explosive growth in overseas orders, with a reported 246% year-on-year increase in new overseas orders in the first half of 2025 [10] - Argentina has seen a 237% increase in online packages from Chinese e-commerce platforms due to the removal of small import tariffs, reflecting a shift in consumer behavior amid high inflation [11] Group 3: Investment and Financing - Baixiniu has completed a new round of financing to accelerate the production and market promotion of its L4 autonomous driving platform, with over 2,000 active vehicles operating globally [8] - Galaxy General Robotics has secured over 3 billion yuan in new financing, supported by international funds, to expand its global market presence [8] - Oculi has raised $30 million in Series B funding to advance its dual-specificity antibody eye drug OCUL101 into Phase II clinical trials in China and the U.S. [9]