亚马逊中国副总裁、亚马逊全球开店亚太区市场及合作拓展负责人邱胜表示："全球客户的需求日新月异、全新消费场景也在持续涌现，如何积极响应客 户'尚未被满足'的需求成为全球企业面临的新课题。这也让'产品创新'日益成为跨境电商企业能力构建的当务之急，也是业务长远发展的重中之重。在这一 行业发展背景下，亚马逊全球开店首次推出'产品创新出海品牌五十强'榜单和'产品创新飞轮'方法论，希望为更广大的跨境电商企业提供标杆、借鉴和方式 方法，在坚实的'产品制造'优势基础上，加速实现'产品创新'的飞跃。" 中国（广州）跨境电商交易会主办方相关负责人表示："随着跨境电商的高速发展，我们欣喜地看到越来越多的中国企业通过新颖、优质、高科技含量的产 品赢得了全球客户的喜爱，展现出'中国制造'向'中国创造'转型的显著趋势。我们期待在这一行业发展的关键节点，更多跨境电商企业能够以更大的决心、 更快的行动力，通过亚马逊等优质电商渠道，实现'以消费者为中心'的产品创新。跨交会也将持续发挥国家级跨境电商展会的平台作用，聚合产业资源，协 助跨境电商企业不断提升综合竞争力。" 2025年8月15日，广州——今日，亚马逊全球开店携一站式高质量出海解决方案 ...

Core Viewpoint - Shenzhen is set to enhance its role as a high-level international trade hub, driven by the recent policy document issued by the central government, amidst a complex international landscape and trade uncertainties [2][4][6]. Economic Performance - Shenzhen's economy shows resilience and positive momentum, with foreign trade import and export volumes leading among mainland cities, and a notable increase in high-tech product exports [2][7]. Policy Initiatives - The "2025 Shenzhen Foreign Trade Support Policy" and "2025 Shenzhen Service Trade Development Support Policy" have been introduced to stabilize foreign trade and promote consumption, with a focus on supporting enterprises in expanding international markets [10][20]. Trade Facilitation - Efforts are being made to enhance cross-border trade facilitation, including the establishment of a favorable institutional environment for new trade models and the promotion of comprehensive pilot zones for cross-border e-commerce [8][11]. Consumer Market - The Shenzhen government has implemented 39 measures to boost consumption, including a successful "old-for-new" policy that has benefited over 11 million people and generated significant sales [20][21]. Service Trade Development - Shenzhen is advancing service trade innovation, with a focus on creating demonstration platforms and enhancing the integration of service and goods trade [13][14]. Future Outlook - The city aims to continue expanding its international competitiveness through initiatives like the promotion of high-value-added customs maintenance services and the development of new retail formats [16][17][23].

Group 1 - The event highlighted the urgent demand for foreign talent in cross-border e-commerce, with companies expressing specific needs for positions such as foreign anchors and roles in overseas business expansion [1][2] - The establishment of the China (Hangzhou) Cross-Border E-Commerce Comprehensive Pilot Zone ten years ago has led to significant industry growth, resulting in a talent gap of 4 million nationwide, with Zhejiang province accounting for 11.99% of this demand, ranking third in the country [1] - The event served as a platform for universities and companies to discuss collaboration, with educational institutions optimizing their curriculum to meet industry needs and sharing successful outcomes in training international students [2] Group 2 - The Hangzhou Municipal Bureau of Commerce introduced tailored policies and application processes for attracting foreign talent, while the local immigration management team clarified regulations for foreign individuals regarding internships and entrepreneurship [2] - The collaboration between schools and enterprises is seen as a key strategy to address the mismatch in talent supply and demand, with various stakeholders providing feedback on policy optimization and innovative cooperation models [2][3] - The event aimed to strengthen the synergy between government, enterprises, and educational institutions, promoting the establishment of more internship platforms to make Qiantang a hub for foreign talent and drive high-quality development in the cross-border e-commerce sector [3]

Core Insights - In the first half of this year, the cross-border e-commerce trade volume in Horgos, Xinjiang reached nearly 29 billion yuan, marking a historical high and becoming a highlight in the high-quality development of Xinjiang's foreign trade [1][2] - Horgos has leveraged its unique geographical location, transportation, policies, and openness to successfully create a new cross-border e-commerce model, positioning itself prominently in global trade [1][2] Trade Volume and Growth - The cross-border e-commerce trade volume in Horgos for the first half of the year was 289.99 billion yuan, representing a year-on-year increase of 889.3% [2] - Horgos serves as a crucial gateway for trade between China and Central Asia, connecting a domestic market of over 1.4 billion people with a market of over 1.2 billion in Central Asia, West Asia, and Europe [2] Infrastructure and Policy Advantages - Horgos is strategically located at the center of the Eurasian economic zone and is an important node in the Belt and Road Initiative, benefiting from multiple open platforms such as economic development zones and comprehensive bonded zones [2][3] - The establishment of the national-level cross-border e-commerce comprehensive pilot zone in November 2022 has accelerated the development of cross-border e-commerce in Horgos [3] Customs and Logistics Efficiency - Horgos has implemented various customs declaration models for cross-border e-commerce, significantly improving customs clearance efficiency and reducing logistics costs for enterprises [4][5] - The introduction of a "single window" for customs procedures allows cross-border e-commerce companies to complete all declaration processes through one platform, enhancing data sharing and operational efficiency [4] Emerging Business Models - The Horgos International Border Cooperation Center has become a hub for cross-border e-commerce, showcasing nearly 10,000 products from over 40 countries, and facilitating a unique "one step across two countries" shopping experience [11] - The "front store, back factory" model is being adopted in Horgos, linking retail and manufacturing to enhance export capabilities and drive foreign trade [11][12] Cross-Border Live Streaming - Horgos has embraced live streaming as a new sales channel, with local businesses actively engaging in cross-border e-commerce through multi-language live broadcasts, significantly increasing their market reach [7][8] - The demand for multilingual talents is rising as the cross-border live streaming business expands, with local educational institutions collaborating to provide training for students [9][10] Future Development and Challenges - Horgos aims to diversify its port economy by developing new business models such as border trade and processing, while addressing the current imbalance in logistics and manufacturing capabilities [14] - The region is exploring innovative customs clearance models and enhancing its service offerings to further boost its competitiveness in the cross-border e-commerce landscape [12][14]

霍尔果斯，这座在共建"一带一路"倡议下蓬勃发展的口岸城市，在跨境电商领域取得了令人瞩目的成 绩，但也面临着多语种主播短缺、落地加工产业薄弱、数字化转型仍存在短板等诸多挑战亟待解决。 跨境电商发展需要数字"转型"。霍尔果斯开通了新疆首条跨境电商直播专用SD-WAN专线，但在大数 据、人工智能等新兴技术应用方面仍相对滞后。应加大对数字化技术的投入和应用，建立大数据分析平 台，利用人工智能算法提供精准营销、智能客服和风险预测；探索区块链技术在跨境电商供应链中的应 用，实现商品溯源、支付结算等功能，增强交易透明度和可信度，以推动跨境电商产业数字化转型，提 升产业整体发展水平。 （文章来源：经济日报） 跨境电商发展需要产业"扎根"。近年来，霍尔果斯落地加工产业显示出一定活力，但目前多以初级加工 为主，难以满足跨境电商对高附加值产品的需求。同时，产业结构较为单一，导致跨境电商企业在采 购、生产等环节面临诸多不便。推动"贸易流量"转化为"产业留量"是关键。霍尔果斯需进一步升级"前 店后厂""前店后仓"模式，对加工企业给予更多政策优惠和资金支持，吸引更多企业落地，延伸产业 链；鼓励加工企业加大技术研发投入，提升产品附加值，引 ...

Group 1: Export Growth in July - In July, China's export growth rebounded with a rate of 7.2%, up by 1.3 percentage points month-on-month, driven by a low base from the previous year, pre-August shipping demand, and improved economic conditions in Europe along with sustained demand from Latin America and Africa [1] - Exports to the US decreased by 22%, while exports to the EU increased by 9%. Exports to ASEAN, Latin America, and Africa grew by 17%, 8%, and 42% respectively [1] - For the first seven months, total trade with Belt and Road Initiative countries reached 13.29 trillion RMB, marking a growth of 5.5% [1] Group 2: Cross-Border E-commerce Performance - In the first half of the year, China's cross-border e-commerce imports and exports totaled approximately 1.32 trillion RMB, a year-on-year increase of 5.7%, with exports at 1.03 trillion RMB (up 4.7%) and imports at 291.1 billion RMB (up 9.3%) [3] - Amazon reported a net sales figure of 40.348 billion USD from third-party seller services in Q2, reflecting an 11% year-on-year growth, significantly up from a 5% increase in Q1 [3] - Key factors for growth include steady recovery in sales for companies with high exposure to the US market, base effect driving strong Q2 performance for some firms, and favorable conditions from the T86 policy remaining in place [3] Group 3: US-China Economic Talks - Economic talks between China and the US were held in Stockholm from July 28 to 29, focusing on trade relations and macroeconomic policies [2] - Both parties acknowledged the consensus from previous meetings and agreed to extend the suspension of certain tariffs and countermeasures for an additional 90 days [2]

Core Points - The China-Shanghai Cooperation Organization (SCO) Local Economic and Trade Cooperation Demonstration Zone has officially launched the Silk Road E-commerce TIR cross-border channel, enhancing logistics efficiency for cross-border e-commerce among SCO member countries [1][2][3] Group 1: Market Overview - The SCO member countries' online retail market is projected to exceed $3.2 trillion by 2024, with China's cross-border e-commerce imports from SCO countries reaching $53 million [1] - The rapid development of cross-border e-commerce among SCO countries demands higher standards for logistics transportation in terms of timeliness, accuracy, and flexibility [1] Group 2: TIR Cross-Border Transport - TIR, based on the United Nations' International Road Transport Convention, aims to simplify customs procedures and enhance trade facilitation and safety in international transport [2] - The newly opened Silk Road E-commerce TIR cross-border channel will focus on cross-border e-commerce operations, exploring the "TIR + cross-border e-commerce" business model [2] Group 3: Infrastructure and Operations - The demonstration zone is the only national-level platform in China for local economic cooperation with SCO countries, having opened four TIR international road routes to countries like Russia, Kyrgyzstan, and Kazakhstan [3] - In the first seven months of this year, the demonstration zone dispatched 239 TIR international transport vehicles, maintaining the highest dispatch volume in China [3]

Group 1 - The core idea of the news revolves around the development of smart companionship products, which are rooted in addressing human loneliness [2] - The launch of AliExpress's "Overseas Custody" service in Mexico allows local merchants to stock products and gain promotional benefits, following similar launches in other countries [6][7] - The global smart glasses market saw a significant increase in shipments, with a 110% year-on-year growth in the first half of 2025, driven by strong demand for Meta's Ray-Ban smart glasses [6][7] Group 2 - ARK Invest made substantial investments in Archer Aviation and Pony.ai, indicating renewed enthusiasm for the eVTOL and autonomous taxi sectors [7] - Genie Envisioner, a unified world model platform for real-world robot control, was launched by Zhiyuan Robotics, integrating various processes into a closed-loop architecture [6] - The report highlights that AI smart glasses accounted for 78% of total shipments in the first half of 2025, a significant increase from previous years [6]

智通财经APP获悉，国泰海通发布研报称，海关总署公布7月进出口数据，按美元计，7月进出口增速 5.9%、环比+2pct，其中出口增速7.2%、环比+1.3pct，进口增速4.1%、环比+3pct。据海关总署，H1中 国跨境电商进出口约1.32万亿元，同比增长5.7%；其中出口1.03万亿元，增长4.7%；进口2911亿元，增 长9.3%。上半年对美业务占比较高的企业销售端稳步修复；基数效应将推动部分公司Q2有亮眼表现； T86政策仍处于取消状态，对亚马逊跨境电商更利好；长期来看，多区域/多渠道布局仍是重要方向；头 部企业将加速拥抱品牌势能升级及AI应用以强化抗风险能力。 国泰海通主要观点如下： 7月出口增速回升 海关总署公布7月进出口数据，按美元计，7月进出口增速5.9%、环比+2pct，其中出口增速7.2%、环比 +1.3pct，进口增速4.1%、环比+3pct；一是上年7月低基数、二是赶8月前抢运需求、三是欧洲经济有所 修复且拉美/非洲需求延续较好力度(韩国/越南出口增速同样延续较好水平)。 分区域：7月对美国出口增速-22%、环比-6pct，抢出口强度进一步减弱；对欧盟出口增速9%、环比 +2pct；对 ...

Core Viewpoint - The company, Guangdong Xinghui Precision Manufacturing Co., Ltd., is experiencing a decline in stock performance and revenue, while benefiting from its cross-border e-commerce business and the depreciation of the RMB [1][2][3]. Company Overview - Guangdong Xinghui Precision Manufacturing Co., Ltd. specializes in the research, production, and sales of precision metal connectors and smart home appliances, with a significant portion of its revenue coming from cross-border e-commerce [5][7]. - The company's main products include slides (55.24% of revenue), smart home appliances (15.69%), hinges (7.71%), and power supplies (7.54%) [7]. Financial Performance - For the first quarter of 2025, the company reported a revenue of 335 million yuan, a year-on-year decrease of 8.65%, and a net profit attributable to shareholders of -2.84 million yuan, a year-on-year decrease of 161.13% [7]. - The company's overseas revenue accounted for 67.99% of total revenue, benefiting from the depreciation of the RMB [2][3]. Market Activity - On August 14, the company's stock price fell by 2.98%, with a trading volume of 75.25 million yuan and a turnover rate of 3.79%, resulting in a total market capitalization of 2.532 billion yuan [1]. - The stock has seen a net outflow of 1.1575 million yuan from major investors, indicating a reduction in holdings over the past two days [4][5]. Technical Analysis - The average trading cost of the stock is 5.55 yuan, with the current price approaching a resistance level of 5.57 yuan, suggesting potential for a price correction if this level is not surpassed [6].