9月25日，《证券日报》记者从阿里巴巴集团控股有限公司(以下简称"阿里巴巴")旗下东南亚电商平台 Lazada了解到，在今年"双11"之前，Lazada已与天猫进行系统打通，推出"一键轻出海"。 目前，该项目在Lazada内部的优先级很高，旨在帮助天猫品牌以零门槛方式，拓展马来西亚、新加坡、 泰国、越南、菲律宾5个东南亚市场。 在业内人士看来，在当前电商流量增长放缓、低价竞争日趋激烈的背景下，Lazada此举有意调整竞争策 略，从单纯低价导向转向更注重品牌价值的业务模式。此次系统打通后，参与项目的天猫品牌可在"双 11"期间实现国内与东南亚市场同步销售，为平台与商家探索新增量提供可能。 "可以说，我们把'出海'的门槛打到了最低。'一键轻出海'是一个起点，不是终点。很多品牌不是不愿 意'出海'，而是第一步的门槛太高了，我们来把第一步的成本降低。如果品牌发现东南亚市场确实适合 他们，那么可以启动更深入的运营，我们也会全程支持。" 坚持品牌战略 品牌是Lazada坚持的重要战略，Lazada从成立起就定位为品牌商城；近年来，东南亚消费者对于品牌消 费的需求也在持续增长。这次打通天猫，是品牌化战略的延续和升级，把更多 ...

Core Viewpoint - The article discusses the implications of tax responsibilities for e-commerce platforms that attempt to deregister to evade tax obligations, emphasizing that historical liabilities cannot be avoided even after deregistration [1][2][3]. Group 1: Tax Deregistration and Responsibilities - E-commerce platforms considering deregistration due to concerns over past tax declarations should be aware that historical responsibilities remain intact [1][2]. - The regulations state that if a company provides false information or uses fraudulent means to obtain deregistration, the authorities can revoke the deregistration [2]. - Tax authorities retain the right to demand tax compliance from companies that have been deregistered if they suspect tax evasion [2][3]. Group 2: Consequences of Historical Tax Liabilities - Companies that have been deregistered for years still face potential liabilities, as tax authorities can pursue outstanding debts on behalf of the state [3]. - Owners of sole proprietorships and partnerships are subject to unlimited joint liability for the company's debts, while limited liability companies may also face joint responsibility for tax obligations if deregistration was done maliciously [3]. - A case is cited where a deregistered company was found to have issued false invoices, leading to tax liabilities being imposed on the original investors based on their investment proportions [3]. Group 3: Risks of Premature Deregistration - Many e-commerce businesses are still attempting to deregister, but doing so during sensitive periods may raise suspicions of tax evasion among tax authorities [4]. - The lack of a reasonable commercial purpose for deregistration can lead to increased scrutiny and potential penalties from tax authorities [4].

Core Insights - Lazada has upgraded its brand strategy by integrating with Tmall, allowing Tmall brands to enter five overseas markets: Malaysia, Singapore, Thailand, Vietnam, and the Philippines with zero barriers before this year's Double 11 [1][3] Group 1 - The project named "One-Click Easy Overseas" enables merchants to expand internationally without any investment, simplifying the process of going abroad [3] - Tmall merchants can now register through a new backend channel, where Tmall staff will select qualified merchants for system integration, creating identical stores on LazMall with synchronized products, inventory, marketing, and promotions [3] - Orders will be shipped to a domestic transit warehouse, with Lazada handling cross-border logistics and after-sales service, eliminating the need for merchants to register or establish overseas teams [3] Group 2 - The project has high internal priority, with Lazada's president emphasizing that branding has entered a golden period, supported by stronger internal collaboration [3] - Two key aspects of "One-Click Easy Overseas" are internal collaboration, where Tmall staff will deeply engage in selecting the best brands, and system integration, allowing Tmall merchants to have a "twin" store on Lazada [3] - The initiative aims to lower the initial barriers for brands considering entering the Southeast Asian market, with the potential for deeper operations if the market proves suitable [3]

舟山沈家门渔港，随着一声"舟山线上渔市正式开市"，本地头部电商企业和达人们集体现场亮灯开播， 抢占今年开渔节后的第一波流量！ 9月19日，由浙江省商务厅指导、舟山市商务局主办的2025线上东海开渔节暨"舟山渔市网上消费季"正 式鸣锣揭幕。作为线上开渔第二个"十年"的开篇，本次活动以"赶海开渔趣躺岛"为主题，在前十年"品 牌化"的基础上，聚焦"电商+舟山海鲜产业带"守正创新，夯实下一个十年的"平台化"基础。 通过"好玩-渔舟唱晚"、"好吃-渔味无穷"、"好看-渔影如画"三个板块，依托电商直播、线下渔市、商圈 市集等多种消费场景，打造一场"沉浸式、多元化、综合性"的主题消费活动，全面提振"舟山海鲜"网上 市场消费热度。本次线上东海开渔节，成功邀请了淘宝天猫、抖音、京东、快手等国内头部电商平台和 无忧传媒、遥望科技、谦寻文化、辛选集团、交个朋友等国内知名MCN机构参与。 跨平台联动 保障鲜味直达 今年舟山线上开渔，抖音平台首次将抖音"溜达节"专场销售开设至沈家门渔港，倾力推荐优质的舟山海 鲜产品；淘宝天猫进行专项品牌招商，将鲜美的舟山渔货直接推荐给全国消费者；京东物流则推出专项 物流礼包，通过更具性价比的原产地直发 ...

秋分染金稻，灯火映欢颜。9月23日晚，2025年"中国农民丰收节"江西主场活动在永修县虾街启幕。田 间地头的丰收欢歌与夜经济的跃动脉搏在此交融，绘就一幅"消费夜经济、产业促丰收"的赣鄱新画卷。 宋建明 摄 龙腾狮跃、花车巡游，竹蒸笼里艾米果热气氤氲，油亮的小龙虾引得游人驻足。农民以主角之姿踏歌而 舞，《江西省首届村歌村舞大赛》总决赛上，瑞昌剪纸的"丰收图腾"与修水哨子的软糯甜香交织，将千 年农耕脉动化为可触可感的乡愁盛宴。 吴城大碗水饺参展商赵国珍的预订簿写满，虾街商户吕珍珍灶火不熄："营业额冲新高，干劲比虾还红 火！" 在消费狂欢侧畔，16项非遗技艺静述赣鄱文脉。瑞昌红纸窗花"裁"出二十四节气，灌畲米酒飘散"怪 味"醇香，"样式雷"建筑模型榫卯间尽显东方智慧。 法治科普摊则以鲜活案例为农民权益护航，诠释"法润三农"的深层含义。 在永修，从发放消费券拉动消费，从载歌载舞到深夜灯火，从田间地头到云端订单，这场盛会不仅是农 产品的展销台，更是乡村振兴的透视窗。 宋建明 摄 电商赋能打通"土特产"出村路，非遗创新激活文化基因，法治普及筑牢发展根基，永修县正以"丰收"为 笔，书写"产业兴农、品牌惠农、消费富农"的改革 ...

Core Viewpoint - The article discusses how Alibaba's Taobao has introduced a "one-click overseas" feature, enabling Chinese merchants to easily access global markets, thus transforming the e-commerce landscape and providing new growth opportunities for businesses [1][3][9]. Group 1: Taobao's New Feature - Taobao's "one-click overseas" feature allows merchants to directly launch their stores in 20 countries, simplifying the process of entering international markets [3][9]. - This new approach eliminates the need for merchants to manage complex logistics, customs, and returns, as Taobao handles these aspects, allowing merchants to focus on sales [5][7]. Group 2: Merchant Experiences - The CEO of Youmei Sports Factory reported achieving 12 million GMV in just six months using Taobao's overseas feature, highlighting the effectiveness of this new model [5]. - Merchants can maintain control over pricing and store management, ensuring they are not merely working for the platform but are active participants in their business [7][9]. Group 3: Market Impact - The introduction of this feature is seen as a strategic move for Alibaba to help Chinese merchants tap into global consumer markets, thereby enhancing their competitiveness [9][11]. - The article cites the example of Bosideng, whose down jackets became popular in Australia, achieving a 30% higher average transaction value compared to domestic sales, illustrating the potential for increased profitability in international markets [9][11]. Group 4: Future Outlook - The article envisions a future where international consumers actively participate in Chinese shopping events like Double 11, indicating a significant cultural exchange and market expansion [11]. - The overall sentiment is that Taobao's initiative is a game-changer for small and medium-sized enterprises, allowing them to reach larger markets with minimal resistance [11].

Core Insights - 1688 has unveiled a new cross-border AI product named "Aoxia" aimed at small and medium-sized overseas buyers, set to launch in November 2023 [1] - The company has introduced a new merchant membership product called "Super Factory Global Edition," targeting to recruit 5,000 factories primarily in high-demand consumer categories such as apparel, daily necessities, digital accessories, and toys [1] - The 1688 AI app has undergone a new round of feature iterations, enhancing existing capabilities and adding new functions focused on supply chain matching and business decision support [1] Group 1 - The "Aoxia" product is designed to simplify cross-border e-commerce for overseas buyers [1] - The "Super Factory Global Edition" will provide a special identification for approved factories, placing them in a priority recommendation pool for cross-border buyers [1] - The first batch of factories to be recruited will cover various consumer goods categories with strong overseas procurement demand [1] Group 2 - The AI app's new features include enhanced multi-turn dialogue capabilities for AI search and AI creation, along with the introduction of "AI Find Factory" and "AI Advisor" [1] - "AI Find Factory" focuses on supply chain matching, while "AI Advisor" supports business decision-making [1]

Core Viewpoint - The 2025 China Farmers' Harvest Festival showcased the integration of e-commerce and agricultural products, with 淘天集团 investing 20 billion in subsidies and promoting innovative measures to enhance sales and visibility of local agricultural products [1][3]. Group 1: Sales and Growth - 淘天集团 reported that over the past five years, Taobao and Tmall have sold more than 1.3 trillion yuan worth of agricultural products, with significant sales growth in Xinjiang, Qinghai, and Anhui provinces since 2025 [3]. - During the Harvest Festival, 淘天集团 organized over a hundred marketing activities focused on local agricultural products, leading to a 20% increase in seafood sales during the Xiangshan Fishing Festival [5]. - The sales of茂名荔枝 on Taobao increased by 216% compared to the previous year, aided by strategic partnerships and promotional activities [7]. Group 2: Innovative Marketing Strategies - 淘天集团 has developed a new model for product traceability and launched the "Seeking Taste of Mountains and Rivers" marketing IP, collaborating with local governments and enterprises to enhance the supply chain of agricultural products [3]. - The introduction of digital human live streaming has significantly boosted agricultural product sales, with a reported increase of 35 times year-on-year, totaling over 500 million yuan in sales [8][10]. - The collaboration with nine agricultural universities during the Harvest Festival aimed to promote research-based agricultural products, with expected sales of 300,000 yuan from featured products [10]. Group 3: Consumer Engagement - 淘天集团's digital human live streaming technology allows for real-time interaction and has improved the performance and commercial conversion rates of agricultural product promotions [10]. - The Harvest Festival attracted over 1 million visitors, generating sales exceeding 30 million yuan, demonstrating the effectiveness of the integrated online and offline marketing approach [5].

Emerging Markets Dynamics - Russia plans to launch a digital ruble roadmap with a large-scale rollout set for September 1, 2026, and initial pilot projects starting on October 1, 2025 [1] - The UAE's new economic cluster policy aims to enhance industrial competitiveness and expand global market access, contributing over 30 billion dirhams annually to GDP and increasing foreign trade by 15 billion dirhams over the next seven years [1] Financial Cooperation - Brazil and China are accelerating the use of local currencies in bilateral trade and financial investments, with a focus on reducing transaction costs and currency risks, and have approved $2.8 billion for environmental projects [2] - Brazil's government is investing 3.4 million reais to promote e-commerce development in regions outside the southeast, with a projected annual growth rate exceeding 10% by 2029 [2] Tax Incentives - Laos has implemented a VAT exemption policy for certain export goods, including minerals and electricity, to attract investment and enhance competitiveness in international markets [2] Platform Dynamics - Temu has significantly reduced prices in the U.S. market, with an average decrease of 18% for 24 popular items since April, as part of its strategy to regain market share [3][4] - Ozon plans to increase sales commissions for sellers using its official fulfillment model starting September 25, 2025, with an average increase of 1.75% across most categories [4] - Amazon's Prime Big Deal Days are scheduled for October 7-8, 2025, marking the start of the holiday shopping season [5] - Amazon, Temu, and Shein have seen significant user growth in Australia, with Temu's sales increasing from 1.6 billion to 2.6 billion AUD [6] - Temu's UK revenue for FY2024 reached approximately $63.3 million, nearly doubling from the previous year, despite operational losses [6] E-commerce Market Trends - AliExpress remains the largest Chinese e-commerce platform in Europe, with an average of 190 million users from February to July [7] - Trendyol aims for $6 billion in exports by 2028, while Noon is enhancing its financial services and logistics capabilities [8] Policy Developments - Mexico, the U.S., and Canada have agreed to continue executing the USMCA, with a public consultation process for its first revision starting [19] - The Philippines has mandated that all e-commerce businesses obtain a government-issued Trustmark by September 30, 2025, to ensure compliance with national standards [19]

Group 1 - The core viewpoint highlights the sustained healthy development of e-commerce in China from January to August, with a focus on expanding consumption of goods and services, accelerating AI innovation applications, and promoting mutually beneficial international trade [1][2] Group 2 - Online retail in China saw a growth of 9.6% in total sales, with physical goods online retail increasing by 6.4%. Notably, sales of smart wearables, computers, and mobile phones grew by 25.2%, 23.7%, and 20.2% respectively [1] - Online service consumption grew by 18.9%, with tourism and dining online sales increasing by 25.5% and 19.1% respectively [1] Group 3 - E-commerce platforms are enhancing AI applications in merchant operations, industry connections, and scenario optimization, improving the digitalization level across the entire supply chain [1] - Major listed e-commerce platforms increased their R&D intensity to between 6.2% and 24.5%, surpassing the average level of listed companies [1] - Platforms are actively promoting the development of humanoid robots, smart logistics, and other intelligent products, contributing significantly to the AI industry ecosystem in China [1] Group 4 - International cooperation in e-commerce has been emphasized, with over 20 "Silk Road E-commerce Benefits Global" themed events held, including the first "Silk Road E-commerce" cooperation innovation development conference [2] - The sales of Indonesian bird's nest, Kazakh safflower oil, and Uzbek candies increased by 160.1%, 143.2%, and 94.6% respectively from January to August [2]