Core Insights - Southeast Asia's e-commerce is entering an "efficiency era," shifting from a focus on low prices to an emphasis on customer experience and delivery speed [3][4] - Localized fulfillment is becoming a necessity for cross-border e-commerce, as evidenced by Shopee's strategic focus on this area [5][6] Group 1: Market Dynamics - The Southeast Asian e-commerce market is projected to reach a GMV of nearly $100 billion by 2025, indicating strong growth potential [6] - Shopee's localized fulfillment strategy has led to significant sales increases, with some sales metrics showing up to a 14-fold increase during promotional events [6][7] - The shift towards localized services is changing competitive dynamics, with speed and service quality becoming key differentiators [4][6] Group 2: Logistics and Supply Chain - Localized fulfillment is addressing traditional logistics bottlenecks, enabling faster delivery and improved customer experience [7][10] - Brands like ANTBOX are leveraging localized fulfillment to overcome high logistics costs associated with heavy goods, thus expanding their market reach [9][10] - The integration of local warehousing and logistics is allowing cross-border sellers to reduce operational costs and improve delivery times [10][11] Group 3: Brand Trust and Consumer Behavior - Speed of delivery is critical for building brand trust, especially during high-stakes shopping events [13][14] - Localized fulfillment not only enhances customer experience but also plays a vital role in establishing long-term brand loyalty [16][17] - Brands that effectively manage return logistics through localized systems can mitigate costs and improve customer satisfaction [17][18] Group 4: Long-term Strategy and Ecosystem - The narrative for Chinese sellers in Southeast Asia is evolving from simple arbitrage to a more sustainable, localized approach [19][20] - Shopee's success highlights the importance of returning to fundamental business principles: good products and services [21][22] - The development of a localized ecosystem is essential for cross-border sellers to thrive, shifting from isolated efforts to collaborative strategies [23][24][25]

【环球网科技报道 记者 李文瑶】12月5日，杭州国际博览中心。在亚马逊全球开店跨境峰会的一侧，一场汇集了全球六大区域业 务负责人的论坛，勾勒出一幅中国卖家出海的图景：对于中国跨境商家而言，全球化已从一道选择题，变为一道生存题。 "卖家顾虑的不是'要不要做全球布局'，而是'如何做对全球布局'。"亚马逊中国副总裁、亚马逊全球开店新兴市场负责人张琪开宗 明义。她的判断基于近期广泛的卖家调研：年销售额百万以上的卖家对全球拓展的敏感度最高，他们已具备意愿与能力，核心诉 求是降低试错成本，找到系统化的高效路径。 其次是"合规之惑"。 中等规模以上卖家对合规的关注度空前提升。这背后，是从"野蛮生长"到"合规经营"的认知飞跃。越来越多卖 家意识到，合规非但不是成本负担，反而是构建长期信任、建立竞争护城河的核心资产。那些提前进行合规布局的卖家，已开始 享受"合规红利"带来的先发优势。 最后是"选品之难"。 将成熟市场的畅销品简单复制到新兴市场的策略已然失效。成功的全球化卖家必须完成从"产品思维"到"需求 思维"的转变，即精准洞察当地消费者独特且未被满足的需求，重新定义"好产品"。 这些焦虑共同指向一个结论：全球化不能再是零散的 ...

文 | 亿恩 "11月收到亚马逊的税务数据报送提醒，才发现私账收款的漏洞全被堵死，"深圳坂田某3C卖家的话， 道出了2025年数十万跨境卖家的共同焦虑。 一边是金税四期带来的合规风暴；一边是亚马逊流量成本飙升与新平台分流的双重挤压，中国卖家手机 里开始频繁弹出Temu、速卖通的招商提醒。 曾经的行业霸主亚马逊深陷内外困局，卖家群体正经历利润缩水、成本高企、转型迷茫等多重考验，本 文将扎根卖家真实反馈，从现状阵痛、未来预判、破局实践三个维度，还原行业变局中的生存真相。 头部卖家虽早有准备，但仍面临成本重构。深圳某年销2000万的3C品牌财务负责人透露："我们2023年 就开始规范公账结算，但这次要求关联公司交易数据透明，海外子公司的采购价被重新核算，进项抵扣 少了15%，多缴了近80万税。" 即便如此，头部企业的抗风险能力仍显优势，得益于80%的进项发票覆盖率，其实际税负率控制在3% 以内，远低于中小卖家的8%-10%。 货代与支付数据的联动监管更让合规无处遁形。"以前找货代买单出口能省点事，现在货代要上报真实 货主信息，和PayPal流水一比对全暴露了，" 卖家李哲声称，其后台每笔跨境收款都标注着"已同步税务 ...

特装展位： 这是(组委会： 郭先生 135-8O48-8I75)整理的信息，希望能帮助到大家 随着跨境电商行业的持续发展，越来越多的企业希望通过展会平台拓展业务渠道。2026第六届中国跨境电商交易会将于2026年3月18日至20日在福州海峡国 际会展中心举办，为行业提供展示与交流的机会。展位预定作为参展的重要环节，需要提前了解相关信息。以下是关于展位预定的具体内容。 #1.展位类型与选择 展位通常分为标准展位和特装展位两种，企业可根据自身需求选择适合的类型。 标准展位： -面积通常为9平方米或12平方米，包含基础配置如桌椅、电源插座等。 -适合首次参展或预算有限的企业，便于快速布展。 -面积较大，通常由企业自行设计搭建，灵活性更高。 -适合需要突出品牌形象或展示多款产品的企业。 如何选择展位？ -考虑预算：标准展位费用较低，特装展位需要额外投入设计和搭建成本。 -目标受众：如果希望吸引更多关注，可选择靠近主通道或活动区的展位。 -展示需求：若产品种类较多或需要互动体验，特装展位更合适。 #2.展位预定流程 展位预定通常分为几个步骤，提前准备可以提高效率。 （1）提交申请 填写展位申请表，注明企业信息、展位类型 ...

Core Insights - The "Silk Road E-commerce" event highlighted the significant potential of the Southeast Asian market for Jiangsu enterprises, emphasizing the need for deep localization to capitalize on this opportunity [1][8] - The Southeast Asian e-commerce market is transitioning from a "traffic dividend" phase to a "brand cultivation" phase, necessitating a shift in strategy for Jiangsu companies from mere product export to brand building and localized user experiences [2][3] Group 1: Market Dynamics - Southeast Asia, particularly Malaysia, Thailand, and Indonesia, is moving towards refined brand operations as local consumers mature and competition intensifies [2] - Jiangsu's manufacturing strengths, such as wearable devices and smart home appliances, have been validated in the mid-to-high-end Southeast Asian market, presenting both challenges and opportunities for brand recognition [3] Group 2: Data-Driven Localization - The use of AI tools like Adqlo can help companies analyze social media data across platforms to gain actionable consumer insights and market trends, facilitating effective localization strategies [4][5] - Successful case studies, such as the launch of "Iron Guanyin Coconut Tea" by a tea brand in Malaysia, demonstrate the effectiveness of data-driven approaches in identifying and responding to local market demands [5] Group 3: Talent and Compliance - Building and managing an efficient local team is a common challenge for Chinese companies entering Southeast Asia, where the job market is competitive and local talent has high expectations [6][7] - Companies like Astar provide essential services for local recruitment and compliance, helping Jiangsu enterprises navigate the complexities of local labor laws and operational needs [7] Group 4: Strategic Implications - The shift from simple goods export to regional supply chain integration reflects a new trend in international trade, where Jiangsu manufacturers are increasingly focusing on local production and procurement to meet regulatory requirements [7][8] - The Southeast Asian market serves as a critical avenue for Jiangsu enterprises to optimize production capacity and enhance global brand influence amidst dual pressures of growth and capacity optimization [8]

近年来，我国电子商务呈现"双轮驱动"发展态势，境内电商深度激活消费市场，跨境电商持续领跑外贸 创新，成为外贸高质量发展的"新势能"，两者交相辉映，勾勒出我国电商产业"内需潜力释放+外需空间 拓展"的双向增长格局。 随着《互联网平台企业涉税信息报送规定》（2025年6月20日国务院公布）的落地实施，电商行业全领 域迈入"数据透明化"新阶段。10月起，无论境内还是跨境电商平台均需向税务机关报送卖家身份信息、 交易流水、收入明细等核心数据。各地税务机关通过比对近期平台报送数据和注册店铺主体公司的税务 申报数据，发现两者之间存在巨大差异，向众多企业推送了"申报数据异常"预警。而跨境电商由于其业 务模式的特殊性，且日常经营受外汇、海关、出口退税多维度的监管，消除上述"数据差异"存在比境内 电商更为复杂的挑战 （注：基于本次卖家信息报送仅限于国内店铺主体，本文仅限于探讨跨境电商在 境内注册店铺的税务问题）。 由于典型的跨境电商企业店铺主体数量庞大，用于在平台注册目的开设的店铺公司多为"无实际人员办 公、无固定经营场所、无实际运营职能"，单独核算难度大；每个店铺分别报关出口并申报退税的管理 成本高；境外平台费用、仓储配送、 ...

作者 戴莉娟 过去十年，中国卖家踏上全球化的方式往往是机会主义式的：抓住一个爆品、踩中一个节点、攻下一两 个成熟站点，就能在跨境电商的浪潮里乘风而上。但 2025 年的跨境现场，已经完全不同。杭州国际博 览中心举行的亚马逊全球机遇与拓展媒体论坛上，多位亚马逊全球高管罕见齐聚，他们不约而同地传递 出一个信号：全球布局不再是选择题，而是中国品牌的增长必修课。 当 AI 工具的普及、全球物流网络的扩容、合规标准的提升构成新一代跨境链的底座之后，"一次上架、 卖向全球"的机制不再只是愿景，而是一个接近可落地的未来版本。与此同时，欧洲、北美、拉美、中 东、印度、澳大利亚等区域呈现出前所未有的差异化增长动力。卖家不再依赖单一站点，而是通过多市 场、多季节、多赛道的组合形成更稳定的增长曲线。跨境电商的地图被重新绘制，中国品牌正在经历 从"站点扩张"向"全球经营"的跃迁。 亚马逊中国副总裁、全球开店新兴市场负责人张琪 在论坛上，亚马逊中国副总裁、全球开店新兴市场负责人张琪给出的判断尤其清晰。过去卖家拓展全球 更多是跟随兴趣或趋势，如今却开始以战略方式审视海外市场。不少年营收超百万美元的卖家开始意识 到，进入新站点的关键不在于 ...

在苏州南岸新地的一间展厅里，来自全市各地的智能家电、五金工具、丝绸家纺等产品整齐陈列， 吸引不少海外平台采购商、本地买家前来"选货"。这里是苏州市跨境电商产业发展有限公司运营的跨境 电商选品中心，也是不少"苏州制造"走向全球的"出海第一站"。 "我们正努力构建一个完整的跨境电商生态，把平台引进来、让产品走出去。"跨境电商产业公司总 经理王元蒙介绍，作为苏州港航集团下属的全资子公司，这家成立于2024年的企业，在苏州跨境电商工 作专班的推动下，从零起步，一步步为苏州跨境电商企业打通了从平台对接、企业孵化到跨境集采的全 链路服务。 集"产品展示、政务对接、培训交流、选品服务、内销零售、直播带货"等多功能于一体的跨境电商 选品中心，自今年6月启用以来，现已汇集151家苏州企业的770余款优质产品，既为海外卖家提供"一站 式选品"服务，也让本地工厂的优质产品直面全球采购商。今年6月，选品中心开通"苏品苏货"微信小程 序线上销售功能，目前可售展品50余件，已初步形成"展示+交易"一体化服务能力。 "以前我们跑遍全国找渠道，现在坐在家门口就能对接国际平台，选品中心帮我们节省了大量时间 和成本。"首批入驻选品中心的爱优倍企 ...

Core Insights - The recent "Silk Road E-commerce" event highlighted the potential of the Southeast Asian market for Jiangsu enterprises, emphasizing the need for deep localization to capitalize on this opportunity [1][4]. Group 1: Market Trends - Southeast Asia's e-commerce market is transitioning from a "traffic dividend" phase to a "brand cultivation" phase, necessitating a shift from simple sales strategies to refined brand management [3]. - Local consumers are becoming more sophisticated, and competition is intensifying, making traditional sales methods less effective [3]. - Jiangsu enterprises must focus on brand building, user engagement, and localized experiences to achieve sustainable growth and premium pricing [3][4]. Group 2: Data-Driven Localization - The use of AI tools, such as Adqlo, can help companies analyze social media data across platforms to gain consumer insights and market trends, facilitating effective localization strategies [5][6]. - Successful case studies, like the introduction of "Iron Goddess Coconut Tea" by a tea brand in Malaysia, demonstrate the effectiveness of data-driven approaches in product development and marketing [6]. Group 3: Local Team and Compliance - Building and managing an efficient local team is a common challenge for Chinese companies entering Southeast Asia, where the job market is competitive and local talent is selective [7][8]. - Companies need to adapt to local employment expectations and may require support in recruitment, compliance, and establishing local operations [7][8]. - The shift towards localized production and supply chain strategies is essential for Jiangsu manufacturers to meet international trade requirements and enhance their global brand presence [8].

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The cross-border e-commerce sector remains robust, with a focus on leading brands and B2B companies actively implementing AI applications [3] - Online sales during Black Friday and Cyber Monday showed steady growth, with significant increases in consumer spending [8] - The performance of AI in e-commerce is notable, with a substantial rise in traffic driven by AI tools, indicating a shift in consumer behavior [8] Summary by Sections Cross-Border E-commerce B2B - B2B companies have a clear revenue logic through AI tools, with promising business developments ahead [3] - Recommended stocks include Xiaoguo City (600415), Focus Technology (002315) [3] Cross-Border E-commerce B2C - Recommended stocks include Anker Innovation (300866), Ugreen Technology (301606), Zhiou Technology (301376), Jihong Co., Ltd. (002803), and Huakai Yibai (300592) [3] Other Relevant Stocks - Other recommended stocks include Konnate Optical (02276), Miniso (09896), and Sumida (600710) [3] Market Trends - Black Friday and Cyber Monday online sales reached record highs, with online spending of $11.8 billion and $14.25 billion respectively, marking year-on-year growth of 9.1% and 7.1% [8] - The average online price of consumer goods in the U.S. increased by 8%, impacting actual sales performance [8] Future Outlook - In 2026, a decrease in tariff costs is expected to improve profit margins for some cross-border e-commerce companies [8] - The report outlines a timeline of tariff adjustments throughout 2025, indicating a complex landscape for cross-border trade [8]