Summary of Key Points from Conference Call Industry Overview - The conference call discusses the cross-border e-commerce industry, focusing on major players like Amazon and Temu, as well as the impact of tariffs on Chinese sellers [1][2][3]. Core Insights and Arguments - **Amazon's Performance**: Amazon's third-party seller sales grew approximately 15% in the U.S. and over 20% in Europe, with Germany lagging at about 10% growth [2]. This indicates a stable demand in the cross-border e-commerce market, with Amazon reflecting the true market situation [1]. - **Impact of Tariffs**: Chinese cross-border e-commerce sellers are significantly affected by tariff fluctuations, especially those facing retaliatory tariffs. However, with tariffs stabilizing, sellers are adjusting their inventory strategies accordingly [3][12]. - **Temu's Strategy Shift**: Temu has transitioned from a fully managed model to a competitive racing model, reducing resource consumption and improving profit margins. This shift is in response to stricter regulations in Europe and the U.S. [6][9]. - **Advertising Trends**: Amazon has increased its advertising spend in the U.S. market, leading to a recovery in traffic, although it remains lower than last year's levels [7][8]. - **Market Dynamics**: In 2025, Temu's reduced subsidies and price increases are expected to lessen its impact on Amazon, leading to a more balanced market share among consumer groups [9]. Additional Important Insights - **AI Technology**: The integration of AI technology is enhancing operational efficiency in the cross-border e-commerce sector, particularly for high-volume sellers. Amazon is leveraging AI tools like RUFUS to improve user experience and purchasing efficiency [25][26][27]. - **Logistics Costs**: Amazon has committed to not raising prices in 2025, but an increase is anticipated in 2026 due to rising delivery costs and inflation [20][21]. - **Independent E-commerce Channels**: The development of independent e-commerce channels, such as Shopify, is gaining traction, with Amazon collaborating with Shopify to enhance logistics solutions [31][32][33]. - **Regulatory Environment**: U.S. customs are tightening regulations on low declaration practices, impacting sellers who previously relied on such methods to reduce costs [15][17]. Conclusion The cross-border e-commerce industry is experiencing stable growth, with Amazon and Temu as key players. Tariff stability and strategic shifts in advertising and operational models are shaping the competitive landscape. The integration of AI technology and evolving logistics partnerships are also critical factors influencing future growth and efficiency in the sector.

（原标题：广州成立出海企业商会，一站式赋能企业国际化发展） 南方财经记者谭海燕 广州报道 9月10日，广州市出海企业商会成立大会在番禺巨大国际产业园举行。同 时，大会进行广州市贸促会RCEP服务站授牌、广州市出海企业商会家居行业专委会揭牌，以及商会创 新服务项目发布。 广州市出海企业商会在广州市工商联（总商会）的指导下成立，并经广州市社会组织管理局登记核准， 旨在聚集资源，助力企业"抱团出海"，改善以往单纯依靠产品出海的局限，构建出海产业链协同平台， 更好促进生产、服务和贸易企业的合作对接和资源共享，全力推动产品出海、服务出海、品牌出海。 大会还发布"贸汇通"一站式外贸综合服务数智科技平台，以及"企业出海法律风险防范全流程法律服务 手册"，为出海企业提供数字化、智能化平台支持和覆盖企业出海全周期的法律服务支持。同时，广州 市出海企业商会第一个行业专委会——家居行业专委会正式成立。该专委会将依托商会平台，打破壁 垒，整合资源，推动企业抱团发展，拟以家居行业为先行，打造行业出海样板，开拓更广阔海外市场。 目前，商会已汇聚超过百家企业，包括东凌控股集团、巨大集团等制造业龙头企业，广东广信君达律师 事务所、广东大旗财 ...

Core Insights - The cross-border e-commerce industry is undergoing a transformation as sellers shift focus from traditional markets like North America to emerging markets in Europe, Southeast Asia, and Latin America to mitigate risks and seek new growth opportunities [1][3] - The rise of social commerce, particularly through platforms like TikTok Shop, is rapidly connecting brands with consumers globally, making it a crucial strategy for cross-border e-commerce sellers [3] - The competitive landscape is evolving from traffic acquisition to brand building and refined operations, with sellers needing to navigate diverse market policies, payment systems, and consumer habits [3][5] Market Trends - Many cross-border e-commerce companies are adopting multi-market strategies to diversify their operations [3] - The impact of fluctuating U.S. tariff policies is increasing operational costs, while localized operations in Southeast Asia require a closer alignment with consumer needs [3] - The explosion of social commerce offers new pathways for brands to enter international markets through collaborations with KOLs and content marketing, although compliance risks on platforms must be managed [3] Technological Advancements - The proliferation of AI tools is enhancing the intelligence of cross-border e-commerce operations, reducing labor costs, and improving decision-making efficiency [5] - The multi-market and multi-platform operational model presents management challenges, necessitating effective resource integration and profit optimization [5] - The use of specialized cross-border e-commerce ERP systems, such as 易仓ERP, is becoming essential for sellers to streamline management processes and achieve sustainable growth [5][6]

深圳商报·读创客户端记者 张国锋 汕头（濠江）跨境电商产业园是深圳南山与汕头濠江两地的对口帮扶协作背景下又一成果，是两地贯彻 落实省委"百千万工程"的重要实践，同时也是濠江区贯彻落实汕头"工业立市、产业强市"发展思路，坚 持以贸促工、以工兴贸，工商并举的重要举措，为濠江区发展注入新的动力。 （图片由受访者提供） 近日，深圳南山-汕头濠江"百千万工程"产业协作项目——汕头（濠江）跨境电商产业园举行开园仪 式。 在当日的活动现场，正式发布了象屿跨贸公共服务平台，并进行供应链服务平台、入驻企业签约仪式。 象屿产发集团、汕头澄海玩具协会、汕头纺织服装产业协会、汕头市濠江区城建投集团进行四方战略合 作签约。 两年多来，深圳南山与汕头濠江紧密协作、双向融合，两区合力推动产业协作总体规划落地，高标准建 设"双向飞地"，创新推行"南山总部+濠江基地""南山孵化+濠江协同""湾区市场+濠江供给"等合作模 式，促进濠江培育新一代信息技术及数字经济、先进材料制造、低空经济、潮汕预制菜、时尚纺织融合 五大产业，成效持续显现。 早在今年6月，在深圳南山与汕头濠江两地的对口帮扶协作帮扶下，象屿跨贸公共服务平台正式落地濠 江区。截至目前， ...

Core Insights - The Guangzhou Outbound Enterprises Chamber of Commerce has been officially established to enhance the internationalization strategy of enterprises in Guangzhou, facilitating effective communication between businesses, government, and international markets [1][3] Group 1: Establishment and Purpose - The establishment of the Guangzhou Outbound Enterprises Chamber of Commerce aims to help enterprises overcome international trade barriers and enhance their core competitiveness [1] - The chamber has gathered nearly 200 member companies, focusing on resource aggregation to support collective outbound efforts [3] Group 2: Services and Initiatives - The chamber will provide innovative services, including the establishment of the RCEP service station, offering one-stop services such as policy interpretation, trade promotion, and legal support for enterprises [3] - A digital platform named "Trade Exchange" and a comprehensive legal service manual for outbound enterprises have been launched to support the entire outbound process [3] Group 3: Future Plans and Vision - The chamber's president outlined plans to help member companies penetrate target markets and establish localized operations, aiming to build a competitive and sustainable industrial chain [4] - The chamber will focus on resource integration, ecosystem development, and collaborative growth to enhance the international reputation of "Guangzhou Manufacturing" and "Guangzhou Services" [4]

Core Viewpoint - The company, Guangdong Xinghui Precision Manufacturing Co., Ltd., is experiencing a decline in revenue and profit, with a focus on cross-border e-commerce and smart home appliances benefiting from the depreciation of the RMB [2][3][7]. Company Overview - Guangdong Xinghui Precision Manufacturing Co., Ltd. specializes in the research, production, and sales of precision metal connectors, as well as smart home appliances and other consumer electronics [3][7]. - The company's main products include slides (71.62% of revenue), smart home appliances (16.77%), power supplies (8.01%), and others (3.60%) [7]. - As of June 30, the company had 27,100 shareholders, an increase of 8.00% from the previous period [7]. Financial Performance - For the first half of 2025, the company reported revenue of 726 million yuan, a year-on-year decrease of 9.38%, and a net profit attributable to shareholders of -10.14 million yuan, a decline of 208.43% [7]. - The company's smart home appliances generated sales revenue of 240 million yuan, accounting for 37.14% of its e-commerce business revenue in the 2022 semi-annual report [3]. Market Activity - On September 11, the company's stock price fell by 0.18%, with a trading volume of 64.15 million yuan and a turnover rate of 3.22%, resulting in a total market capitalization of 2.605 billion yuan [1]. - The company has seen a net outflow of 4.97 million yuan from major funds today, with a continuous reduction in major fund holdings over the past three days [4][5]. Product and Market Segmentation - The company's cross-border e-commerce segment includes small household appliances such as aroma machines, coffee machines, air fryers, and milk frothers, primarily sold overseas [2][3]. - The company’s audio products, under the brand TaoTronics, have annual sales reaching tens of millions of USD, utilizing TWS technology in its Bluetooth earphones [3]. Dividend Information - Since its A-share listing, the company has distributed a total of 71.16 million yuan in dividends, with no dividends paid in the last three years [8].

Core Viewpoint - The recent cancellation of the $800 tax exemption for cross-border e-commerce imports in the U.S. has led to significant challenges for the industry, including increased costs and operational complexities [1][3]. Group 1: Impact of Policy Change - The average tariff rate for imported goods has surged from 0% to 25%-30%, affecting key product categories such as electronics and apparel [1][3]. - 25 countries have suspended postal services, forcing sellers to rely on commercial logistics, which has seen shipping costs rise by 30%-50% [3]. - Major platforms like Temu and SHEIN have already raised prices, with Amazon reporting an average price increase of 29% across 930 products, leading to a decline in sales for some sellers by over 20% [3]. Group 2: Challenges for Sellers - The restructuring of logistics channels has created a "no ship" situation for small and medium-sized sellers, as new customs regulations and electronic pre-declaration requirements complicate the shipping process [3][5]. - The average customs clearance time has increased from 5-6 days to 8-9 days, diminishing the time-sensitive advantages previously enjoyed by sellers [3][5]. - Compliance requirements have intensified, with carriers now required to pre-collect tariffs, placing additional burdens on sellers' tax compliance capabilities [5]. Group 3: Advantages of Overseas Warehousing - The value of third-party overseas warehouses has been re-evaluated as a strategic response to the new regulations, offering a way to optimize tariff costs through bulk importation [6][9]. - Goods stored in overseas warehouses can avoid the new small package tariff regulations, significantly reducing overall tax burdens compared to direct shipping [6]. - Sellers utilizing overseas warehouses experience a 60% lower rate of logistics delays compared to those relying on direct shipping methods [7]. Group 4: Future Outlook - The transition to overseas warehousing is becoming essential for sellers to survive amidst rising costs and regulatory pressures, with those who adapt quickly likely to gain a competitive edge [9]. - The industry is expected to shift from "low-price competition" to "value competition," as companies seek to establish localized supply chains and efficient operational systems [9].

Core Insights - The article highlights the transformation of Dongfang International Group and its role in cross-border trade through the Hongqiao Import Commodity Display and Trading Center, showcasing innovative strategies like live streaming to boost sales and connect consumers with global products [1][2]. Group 1: Business Operations - The Hongqiao Import Commodity Display and Trading Center, led by Dongfang International Group, has successfully utilized live streaming to enhance the visibility and sales of products, such as the "Samyang Hot Chicken Noodles," achieving an annual sales figure of 2 billion yuan [1]. - The center operates a comprehensive logistics and trade layout, including a 50,000 square meter bonded logistics center and a 210,000 square meter commercial experience center, facilitating easier customs clearance and closer consumer access to global goods [1]. - The center has established partnerships with eight online national pavilions, including those from Pakistan and Cambodia, to streamline the import process for consumers [1]. Group 2: Growth and Future Goals - During the 14th Five-Year Plan period, the company grew from zero to 50 billion yuan in trade volume, with ambitions to create a trillion-yuan international trade enterprise platform by the 15th Five-Year Plan [2]. - The company emphasizes a dual-directional trade approach, where not only are foreign products entering China, but domestic brands are also expanding into international markets [2]. Group 3: Market Trends - There is a growing acceptance of Chinese herbal medicine in foreign markets, presenting significant opportunities despite the high costs associated with international expansion [3]. - Products like traditional Chinese herbal patches and pet health supplements infused with Chinese ingredients are gaining popularity among overseas consumers, indicating a shift in market preferences [2][3].

格隆汇9月11日｜开源证券研报指出， 赛维时代发布股权激励计划，关注后续经营趋势改善。拟向共计 329名激励对象授予403.5万份股票，约占公司股本总额的1.00%。考虑公司服饰品牌影响力和市场份额 的持续提升，非服饰业务经营持续改善，库存去化顺利，维持"买入"评级。公司制定本次股权激励计划 旨在健全公司长效激励机制，吸引和留住优秀人才，充分调动核心团队积极性。激励对象范围包括公司 董事、高级管理人员等共计329人。以2024年净利润为基数，2025-2027年业绩考核目标增速为 70%/155%/215%。此外，公司基于全链路数字化底层，驱动品牌矩阵战略的发展，提升业务扩张的效 率。 ...

残疾人创业者王佳明组建"爱无碍"团队，通过数字人跨境翻译系统突破语言障碍，助力残障人士就 业和乡村农产品出海；张青伟团队专注于宠物用品爆品孵化，已成功推动多家客户跻身亚马逊平台细分 品类前列；竺颖龙领导的智能卫浴项目产品远销全球40余国，具备较强的品牌出海基础。 大赛不仅为创业者提供了展示舞台，还为他们提供了丰富的资源对接机会。据了解，作为赛事承办 方，连连国际将为有梦想的出海创业者提供诸多针对性的赋能，如跨境资金收付能力支持、目标出海国 家跨境电商平台对接、产业带供货商资源对接等。 杭州市商务局相关负责人表示，当前杭州正在打造国际"赛""会"之城、新电商之都，期待通过这样 的大赛，进一步营造杭州鼓励创新、支持创业的一流生态，让更多全球电商英才向往杭州、选择杭州、 扎根杭州。 9月10日下午，"钱潮杯"全球电商创业大赛决赛现场，十强团队齐聚杭州展开比拼。最终，《高性 能半导体封装技术赋能跨境智能硬件生态》项目、《中国全球智能卫浴出品海外》项目、《LINKFOX AI》项目分别斩获金银铜奖。 参赛项目中，电商与人工智能的融合成为一大亮点。利用第三代半导体高性能封装技术，提升AI 及大数据高性能运算能力，蔡欣桐团 ...