Core Insights - The report outlines practical guidelines for Malaysian e-commerce businesses looking to expand into Southeast Asia by 2025, highlighting the region's growing digital economy and the advantages of geographical proximity and cultural similarities [1] Group 1: Logistics and Supply Chain - Three supply chain models are available for businesses expanding from Malaysia to Southeast Asia: 1. "Production + Manufacturing + Warehousing and Distribution" model, which covers the entire chain but has the highest risk and cost, suitable for established brands [2] 2. "Bulk Shipping + Warehousing and Distribution" model, which reduces delivery time but carries inventory fluctuation risks [2] 3. "Direct to Consumer" model, where products are shipped directly from Malaysia to consumers, minimizing initial investment risks [2] - Commercial logistics is preferred for most businesses due to its cost-effectiveness, providing better reliability than postal services while being cheaper than express delivery [2] Group 2: Consumer Insights - A survey of 1,200 consumers across six Southeast Asian countries revealed high acceptance of regional brands, with 68% of Filipino consumers considering Thai brands and 64% of Vietnamese consumers willing to try Thai products [3] - The top three categories for cross-border shopping are fashion accessories (68%), food and beverages (47%), and health and beauty (46%) [3] - Preferences vary by country, with Malaysian consumers favoring Korean and Japanese styles, while Singaporeans prefer mainstream brands [3] Group 3: Marketing and Outreach - 82% of Southeast Asian consumers purchase cross-border products through platforms like TikTok Shop, Lazada, and Shopee, prompting businesses to diversify their channels due to rising platform fees [4] - Social media and brand websites are crucial, with 51% of consumers shopping via social media and 39% directly from brand websites [4] - Localized marketing strategies are essential, as different countries have distinct social media usage patterns and promotional events [4] Group 4: Operational Details - Understanding varying "low-value tariff exemption thresholds" is critical for cost optimization, with Singapore at 400 SGD, Malaysia at 500 MYR, Indonesia at 3 USD, and Vietnam at 1 million VND [5] - Delivery times from Malaysia to major Southeast Asian capitals typically range from 3 to 8 working days, with specific times for Thailand (3-5 days) and the Philippines (4-8 days) [5] - Payment preferences differ significantly, with only 1% of Singaporean consumers using cash on delivery (COD), while 75% of Vietnamese and 70% of Indonesian consumers prefer COD [5] Group 5: Conclusion - The expansion from Malaysia to Southeast Asia leverages regional synergies to tap into new consumer markets, emphasizing the importance of localization and flexibility in logistics and operations [6] - As digital infrastructure improves, the barriers for cross-border e-commerce in Southeast Asia are lowering, presenting growth opportunities for Malaysian businesses by 2025 [6]

作者丨安羽 编辑丨Shadow 从草莽掘金从精细化运作，跨境电商行业早就越过了曾经的高速增长期，曾经的跨境电商头部玩家浮浮沉沉，有的在品牌出海领域大放异彩，有的则不复往 日荣光，比如今天文章的主角有棵树，在经历年销50多亿元的顶峰后，迅速滑坡到破产重组的境地。 而在重整计划施行后，当大家都以为华南城四少之一的有棵树将迎来重生时，有棵树的产业投资人方与公司经营管理层却发生龃龉，双方爆发诉讼大战。到 底诉讼的原因与双方的主张各是什么？ 派代跨境将从细节分析产业投资方与公司原经营管理层的冲突，以及有棵树多舛的命运。 7月25日，有棵树发布一则公告：《有棵树：关于股东对公司董事与监事提起诉讼的公告》。公告原文显示： 有棵树科技股份有限公司（以下简称"公司"）近日收到股东深圳市天行云供应链有限公司（以下简称"深圳天行云"）与王维出具的函件，称其于 2025年7月 22日收到湖南省长沙市开福区人民法院（以下简称"开福法院"）的《受理案件通知书》，开福法院已受理深圳天行云与王维诉肖四清、肖燕、唐仕莲、佘 婵、彭民、刘灿辉、邓路、黎骅、李世勋、佘杰损害股东利益责任纠纷一案。 总结一下，被视为有棵树救星的产投方天行云把以肖四清 ...

Core Viewpoint - The recent IPO application by Juzi Technology, a leading cross-border e-commerce company in the baby products sector, has generated excitement in the market, especially given the favorable domestic policies that reduce overseas regulatory risks [1][3]. Company Overview - Juzi Technology, founded in 2018, specializes in baby monitoring devices and has become the largest online exporter of such products in the U.S. market, capturing a market share of 38.7% with sales of 1.138 million units in 2024 [3][12]. - The founder, Liu Qiang, transitioned from a sales role in a software company to entrepreneurship, leveraging his marketing skills to achieve significant success without traditional VC/PE funding [7][10]. Financial Performance - Juzi Technology has shown rapid revenue growth from approximately 190 million yuan in 2022 to an expected 462 million yuan in 2025, with net profits increasing from about 34.82 million yuan to 94.69 million yuan over the same period [12]. - The company heavily invests in marketing, with expenditures reaching 91.97 million yuan in 2024, significantly outpacing R&D spending [12]. Sales Channels - Approximately 90% of Juzi Technology's revenue comes from third-party e-commerce platforms, with Amazon being the primary channel, contributing around 85.4% to 95.6% of total revenue in recent years [12][13]. - The company's reliance on Amazon for sales has been a double-edged sword, providing substantial revenue but also exposing it to risks associated with changes in platform policies and external factors [13][16]. Market Challenges - The recent imposition of tariffs by the U.S. government is expected to increase costs and potentially reduce sales volumes, with estimated tariff expenses rising significantly over the next few years [15][16]. - The company aims to use IPO proceeds to expand its sales channels and geographic reach to mitigate risks associated with its current market dependency [16].

一、为什么需要查询亚马逊德国站商家名单？ 在跨境电商领域，商家名单是宝贵的资源。无论是寻找潜在合作伙伴、分析竞争对手，还是开拓新客户，一份详实的商家名单都能为您提供重要参考。德国 作为欧洲最大的经济体之一，亚马逊德国站汇聚了大量优质商家，这些商家往往也是其他跨境电商平台的活跃用户。 获取这些商家名单后，您可以 分析市场格局和竞争态势、寻找潜在的分销商或供应商、了解行业热销产品和趋势、拓展B2B业务合作机会。 在跨境电商行业蓬勃发展的今天，如何快速获取精准的商家名单成为许多从业者关注的焦点。特别是对于亚马逊德国站这样重要的欧洲市场，掌握优质商家 资源意味着抢占市场先机。本文将为您详细介绍几种高效查询亚马逊德国站商家名单的方法，并分享一些行业内的实用工具和技巧。 二、传统查询方法的局限性 在介绍高效查询方法前，我们先看看传统的商家名单获取方式存在哪些不足： 这些局限性使得传统方法难以满足现代跨境电商从业者的需求，我们需要更智能、高效的解决方案。 三、一键查询亚马逊德国站商家名单的三种高效方法 方法一：利用亚马逊官方工具 亚马逊为专业卖家提供了一些数据分析工具，如Amazon Brand Analytics（ABA ...

Core Viewpoint - The IPO market in Hong Kong is heating up, with a notable focus on a cross-border e-commerce company, 聚智科技, which specializes in maternal and infant technology products and has recently submitted its prospectus to the Hong Kong Stock Exchange [1][3]. Company Overview - 聚智科技 was founded by Liu Qiang, who transitioned from a sales role in a phone software development company to entrepreneurship in 2005, establishing 贝耐特公司 to focus on electronic technology research and sales [1][3]. - The company identified significant potential in the maternal and infant electronics market, successfully developing a core technology for baby monitors in 2008 and launching the "HelloBaby" brand in 2016 [1][3]. Market Position - Under Liu Qiang's leadership, 聚智科技 has become the largest online exporter of baby monitors to the U.S. market without external VC/PE financing, relying solely on a "family model" for growth [3]. - The company has adjusted its equity structure ahead of the IPO, with Liu Qiang holding 80% of the shares through Harbaby International and investment firm 鸿达财富 holding 20% [3]. IPO Journey - 聚智科技's initial attempt to list on the Hong Kong Stock Exchange in January 2025 was unsuccessful due to the invalidation of its prospectus, but the company remains determined to pursue its IPO amid favorable market conditions [3][4]. - The IPO application is seen as a potential catalyst for revitalizing the Hong Kong market and providing insights for other Chinese companies aiming for global expansion [4]. Challenges and Competition - The company faces challenges, including a high dependency on Amazon, which raises concerns about its risk resilience [4]. - Increasing competition from other Chinese firms entering the U.S. maternal and infant market necessitates continuous enhancement of 聚智科技's competitiveness and market share [4]. Market Sentiment - Opinions on 聚智科技's IPO prospects are mixed, with some believing that the growing acceptance of tech companies in the Hong Kong market could lead to a successful listing, while others express concerns over intensified competition and potential performance volatility [4].

Core Insights - Cross-border e-commerce is emerging as a new driving force for foreign trade in China, with significant growth momentum observed [1][2] - The 2025 China (Guangzhou) Cross-border E-commerce Fair will take place from August 15 to 17, featuring over 1,000 quality supply chain enterprises and nearly 200 ecosystem service providers [1] - In the first half of this year, China's total import and export value reached 21.79 trillion yuan, with cross-border e-commerce imports and exports amounting to approximately 1.32 trillion yuan, reflecting a year-on-year growth of 5.7% [1] Industry Overview - Guangdong province is projected to achieve a cross-border e-commerce import and export total of 745.4 billion yuan in 2024, accounting for over one-third of the national total, highlighting its role as a core engine for cross-border e-commerce in China [1] - The fair will introduce three new thematic areas: AI in cross-border e-commerce, overseas social media, and compliance for overseas expansion, showcasing the latest applications of AI technology across the entire cross-border e-commerce chain [1] International Participation - The fair will feature a breakthrough in international platform participation, with several overseas cross-border e-commerce platforms making their debut, including Daraz from South Asia and Otto from Germany [2] - Major domestic cross-border e-commerce platforms will also have a significant presence, with SHEIN's booth area doubling to 180 square meters and Alibaba's total booth area exceeding 300 square meters [2] - To enhance regional cooperation, a cross-border e-commerce exchange event with RCEP member countries will be held concurrently, with companies from Thailand and Vietnam participating for the first time [2]

Core Insights - The 2025 China (Guangzhou) Cross-Border E-Commerce Fair will be held from August 15 to 17, focusing on "New Foreign Trade Momentum, New Digital Future" with over 1,000 quality supply chain enterprises and more than 40 major domestic and international cross-border e-commerce platforms participating [1] Group 1: Event Highlights - The number of participating platforms has reached a new high, with major platforms like Amazon, Temu, and Shein significantly increasing their exhibition space [1] - The introduction of the "Cross-Border E-Commerce AI Zone" will showcase AI technology service providers, enhancing the capabilities of e-commerce throughout the supply chain [1] - Amazon will feature an AI experience area, allowing sellers to practically engage with Amazon's AI tools [1] Group 2: Industry Collaboration - Amazon will host a "Global Opportunities Forum" during the fair to assist sellers in efficiently targeting mature and emerging markets, offering regional subsidies and discounts for new sellers in Latin America [2] - Alibaba is promoting a "Industry Belt + Platform" model to connect local industries with global markets, providing comprehensive services including payment, logistics, and tax refunds [2] - A compliance-themed area will be established to enhance risk prevention for companies going global, featuring various service organizations [2] Group 3: Regional Cooperation - The Guangdong Provincial Department of Commerce will hold a cross-border e-commerce exchange meeting with RCEP member countries, with companies from Thailand and Vietnam participating for the first time [3] - Financial support will be provided to qualifying exhibitors, particularly those from key industries such as lighting, apparel, and toys [3] - The fair serves as a platform for resource reorganization in response to market changes, as highlighted by industry leaders [3]

Core Viewpoint - The end of the de minimis exemption for low-value packages in the U.S. signifies a tightening of tax regulations on cross-border low-priced goods, potentially leading to a new wave of disruptions in global trade [1][3]. Group 1: Policy Changes - Starting from August 29, 2025, all low-value packages (valued at or below $800) sent to the U.S. will be subject to applicable tariffs, eliminating the previous exemption [3]. - Packages sent via international postal networks will be taxed based on either ad valorem or specific duties, with two methods of taxation outlined: one for international courier services and another for U.S. Postal Service shipments [3][4]. - The new tax structure includes specific duties based on the country of origin's effective IEEPA tariff rates, with set amounts of $80, $160, or $200 depending on the tariff rate [3][4]. Group 2: Impact on Cross-Border Sellers - The new policy effectively closes off previous loopholes that allowed sellers to bypass tariffs through third-country transshipment and other gray market strategies [5]. - Sellers will now face mandatory customs declarations and payment of applicable tariffs regardless of the shipping method used [5][10]. - Recent positive developments in U.S.-China trade relations, such as the extension of the suspension period for certain tariffs, may provide some relief, but the overall impact of the new policy remains significant [5][10]. Group 3: Strategic Recommendations for Sellers - Sellers are advised to adjust their product mix and pricing strategies, focusing on higher-value items to mitigate the impact of tariffs [7][8]. - Optimizing supply chains and enhancing product value are crucial, including reevaluating production locations and logistics [9][10]. - Establishing localized operations and overseas warehouses in the U.S. can help reduce tariff costs and improve inventory management [10][12]. - Diversifying market presence beyond the U.S. to regions like Europe and Southeast Asia can help spread risk and reduce dependency on a single market [10][11]. - Companies should leverage local resources and marketing strategies to enhance brand presence and potentially benefit from local tax incentives [12].

Core Viewpoint - The 2025 China (Guangzhou) Cross-Border E-Commerce Fair will be held from August 15 to 17, 2025, with a theme of "New Momentum in Foreign Trade, New Future in Digital" and will feature over 1,000 quality supply chain enterprises and more than 40 major domestic and international cross-border e-commerce platforms [1] Group 1: Event Details - The fair will have over 1,800 standard exhibition booths and will host more than 30 industry forums, surpassing the previous year's metrics in scale, booth numbers, platform participation, and overall investment [1] - The number of participating platforms has reached a new high, with major platforms like Amazon, Temu, and Shein significantly increasing their exhibition space [2] Group 2: New Initiatives - New thematic zones will be established, including a compliance-themed area to support high-quality industry development, an AI zone showcasing technology service providers, and a social media zone to help Chinese cross-border e-commerce companies build overseas brand presence [2] - The fair will also feature an emerging market platform zone with international platforms from South Asia, Iraq, Germany, France, the UK, the Netherlands, Portugal, and Latin America participating for the first time [2][3] Group 3: Regional Support and Economic Impact - Guangdong province, a major player in foreign trade and cross-border e-commerce, reported a total import and export volume of 745.4 billion yuan in 2024, accounting for over one-third of the national total [4] - The Guangdong Provincial Department of Commerce will provide financial support for quality enterprises participating in the fair, covering standard booth fees and full costs for special booths [4][5] - Guangzhou has cultivated 24 cross-border e-commerce industrial parks, contributing significantly to the city's foreign trade growth, with a 43% year-on-year increase in cross-border e-commerce imports and exports in the first half of the year [6]

Core Viewpoint - Guangdong's economy is showing signs of recovery with a GDP growth of 4.2% in the first half of 2025, indicating a rebound after three consecutive quarters of improvement, despite being lower than the national growth rate [1][5][10]. Economic Performance - Guangdong's general public budget revenue increased by 2.5%, outperforming the national average by 2.8 percentage points [1]. - The urban survey unemployment rate is 0.1 percentage points lower than the national average, with over 1 million recent graduates employed in the province within six months [1]. - The manufacturing PMI for Guangdong reached 50.4 in June, indicating a return to expansion, surpassing the national level of 49.7 [1]. Debt Management - Guangdong has maintained a zero balance of hidden debt for four consecutive years since 2021, showcasing effective risk management and fiscal health [2][3][33]. - The province's proactive approach to dismantling the old "real estate-finance-local government infrastructure" cycle has facilitated a stable economic recovery [2][8]. Economic Structure and Growth Drivers - The economic growth in Guangdong is supported by a structural optimization of the "three drivers" (consumption, investment, and exports) [13]. - Consumption has become a key stabilizing factor, with retail sales growing by 3.5% in the first half of 2025, driven by policies promoting consumer spending [13][14]. - Exports showed resilience, with a 4% increase in foreign trade, contributing significantly to national trade growth [14][15]. Investment Trends - Real estate investment has declined significantly, from 1.75 trillion yuan in 2021 to 1.12 trillion yuan in 2024, while industrial investment has increased, becoming the mainstay of provincial investment [15][17]. - The focus on optimizing investment structure rather than merely expanding investment scale is evident, with industrial investment reaching a record high [17][19]. Industrial and Technological Advancements - The automotive industry in Guangdong has seen a significant shift towards new energy vehicles, with production increasing dramatically [21][24]. - The electronics sector is thriving, with major companies like Huawei and ZTE innovating despite external pressures, leading to substantial growth in high-tech product output [24][31]. - Guangdong's R&D expenditure has reached approximately 510 billion yuan, reflecting a strong commitment to innovation [29][31]. Regional Development and Coordination - The economic growth in Guangdong is increasingly balanced across urban and rural areas, with rural income growth outpacing urban income growth [27]. - The province is focusing on coordinated regional development, enhancing the economic structure and promoting high-quality growth [26][27]. Conclusion - Guangdong's economic recovery is characterized by a shift towards high-quality development, driven by innovation, structural optimization, and effective debt management, positioning the province for sustainable growth in the coming years [28][35].