Core Insights - Taobao Tmall has signed a strategic cooperation with Xiaohongshu to launch the "Red Cat Plan," aiming to enhance the integration of their platforms and facilitate the entire process from product discovery to purchase [1] - The collaboration builds on previous efforts, with data showing a 20% increase in click-through rates and a 109% increase in interaction rates for brand merchants on Xiaohongshu over the past year [1] - The "Red Cat Plan" includes the establishment of a shared account for brand merchants, allowing them to track the effectiveness of their marketing efforts and improve advertising efficiency [1] Group 1: Marketing Strategy - The partnership addresses key challenges in the e-commerce marketing sector, particularly in measuring the value of "grass planting" and optimizing its effectiveness [2] - Taobao Tmall aims to provide a scientific approach to "grass planting," moving away from superficial metrics like likes and exposure to ensure that marketing investments lead to tangible business growth [2] - The collaboration allows brands to gain comprehensive insights into the effectiveness of their marketing efforts across various platforms, enabling more precise operational strategies [2] Group 2: Investment and Accessibility - The entry threshold for participating in the "grass planting" marketing has been significantly lowered, with the minimum investment reduced from 50,000 yuan to 0 yuan, and the number of tasks increased from 30 to 50 [3] - Taobao Tmall has introduced various incentive mechanisms to encourage brands to engage in joint marketing efforts, providing different levels of traffic and conversion support [3] - The ongoing collaboration with social media platforms is part of Taobao Tmall's broader strategy to enhance external traffic and support brand growth, with over 200 partnerships established with various internet platforms [3]

一、事件：618电商节 近期各大电商陆续宣布了今年618的一系列安排。 天猫："最便宜、最简单" 据悉，今年天猫618要求是"最便宜、最简单"，时间上，5月13日晚8点开启预售，除了推出"官方立减"力度15%外，还 可可再叠加88VIP大额消费券、行业品类券（美妆券、服饰券等）、直播间红包等优惠，使用门槛变更低。 另外，今年天猫618设置了最低价校验防控先涨后降，价保时间则从消费者付款至7月5日。 京东："超多实惠"、"超多惊喜" 据京东平台宣传语显示，"超多实惠"、"超多惊喜"将成为618大促的主题。将从5月13日晚8点至5月28日开启心动购物 季活动，并计划于5月31日晚8点开启618促销活动。 据悉，今年京东设置了"开门红、专场期、高潮期、返场期"四大阶段，期间推出惊喜日、超级秒杀日、百亿补贴日、 超省特价日、超级直播日、PLUS会员日、万店秒杀日等主题促销活动；同时，消费卡还可通过"秒杀"、"国家补贴×百 亿补贴"、"特价"、"试用"、"拍卖"等核心频道，满足个性化购物需求。 此外，近期备受关注的"京东外卖"也将在618大促期间维持补贴，对于出口转内销的商家京东也将提供平台入驻扶持和 优惠。 快手：拿 ...

Core Insights - The ongoing Russia-Ukraine conflict has led to a mass withdrawal of Western companies like Nike and Apple from Russia, resulting in significant disruptions to local supply chains and creating a substantial gap in the consumer goods market [1] - The Russian e-commerce market is experiencing rapid growth, with projections indicating a 41% increase in sales to reach 9 trillion rubles in 2024, following a 28% growth in 2023 [1][2] - The weak foundation of Russia's light industry has made it heavily reliant on imports for clothing, home appliances, and daily necessities, creating a strong demand for cost-effective Chinese products [1] E-commerce Growth - Ozon, one of Russia's largest e-commerce platforms, reported a GMV of 2.875 trillion rubles in 2024, marking a 64% year-on-year increase [3] - The Russian e-commerce sector is supported by government policies that encourage its development, including tax incentives and streamlined approval processes [2] Electronics Market - The demand for electronic products, particularly smartphones and smart wearables, is rapidly increasing in Russia, with Chinese brands dominating the market [4] - Xiaomi holds a 21% market share in the smartphone sector, while Huawei's sales grew by 39%, and Tecno captured 16% of the market [4] Baby Products Market - The demand for baby products remains strong in Russia, driven by government initiatives promoting childbirth [7][10] - Basic childcare items such as strollers and cribs are seeing high sales on platforms like Ozon, with a stable growth outlook due to ongoing fertility policies [10] Automotive Sector - In 2024, Russia accounted for a record 17% of China's passenger car exports, with a 30.5% increase in automotive supply to Russia, totaling $15.2 billion [11] - Chinese automotive brands, including Great Wall, Chery, and Geely, are expanding their presence in the Russian market, with Chinese brands dominating the top five rankings [11] Pet Products Market - The Russian pet market was valued at approximately $3.72 billion in 2022, with a projected annual growth rate exceeding 5.4% from 2023 to 2028 [13] - Over 60% of pet food is imported, indicating a significant opportunity for growth in this sector [13] Gardening Products Market - The gardening category is experiencing explosive growth as Russians engage in seasonal gardening activities, leading to increased sales of gardening tools and supplies [16] Trade Relations - In 2024, the total trade volume between China and Russia reached $244.8 billion, a 1.9% increase from the previous year, with Chinese exports to Russia growing by 4.1% [20] - The relatively low competition in the Russian market and the underdeveloped brand loyalty present opportunities for new entrants, particularly for Chinese sellers [20]

访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 今日好文 中国争抢的第三座迪士尼乐园落户中东背后 "中国第三座迪士尼"最后落在阿布扎比，背后也是时代的风向标在变。 中国 AI 投资人：练习时长两年半 "我们在与活跃在一线的投资人的交流中收获了极高密度的信息和洞察。" 短剧出海的认知税：为什么90%团队死在 Facebook 投放上？ 这篇文章将解构当下短剧出海的三大关键问题。 据蜂巢能源消息，蜂巢能源海外装机量迎来爆发式增长。数据显示，4月份蜂巢能源海外动力电池出货量共计0.77 GWh，同比增长72%，单月海外出货量数 据创历史新高。此外，蜂巢能源1-4月海外累计出货63115台车，合计出货2.76 GWh，同比增长126%。（36氪） 傲鲨智能完成 B 轮融资，「消费级外骨骼机器人」量产提速 傲鲨智能产品已覆盖汽车制造、航空地服、矿山、物流等工业场景，并在德国、美国、东南亚等17个国家建立销售网络。 热点快讯 消息称新加坡 Grab 寻求本季度达成收购印尼 GoTo 交易，价格或达70亿美元 据知情人士称，在美国上市的新加坡叫车和送餐公司 Grab 正寻求在第二季度达成协议，收 ...

据悉，此次双方就品牌商家种草达成战略合作，共建三方账号，品牌商家不仅可以通过淘宝种草星河平台观测从种草到下单的全链路效果，找到科学种草 路径，提升投放效率，而且淘宝天猫也将加大投入，为商家种草笔记进行加热、投流，提升消费互动。 除了种草投入增加之外，双方还共同新增笔记下方"广告挂链"功能。对于前期加入试点的品牌，淘宝天猫和小红书首次开放UD合作，新增效果广告模 式， 实现内容投放直接引流至淘宝天猫店铺/商品。同时，品牌商家也可直接在小红书内投放，实现"种草直达"。淘宝天猫将在效果广告链路提供数字化 能力支持，助力营销转化。 △市民从天猫、淘宝的促销宣传墙经过。（图片由CNSPHOTO提供） 业内人士认为，此次合作是电商行业的一次重要突破。淘宝天猫凭借成熟的交易体系和供应链优势，与小红书强大的内容生态和年轻用户群体形成完美互 补。 "红猫计划"不仅为传统电商注入了内容活力，也为内容平台拓展了商业化路径，实现了真正意义上的优势互补。 淘宝天猫作为传统电商巨头，拥有成熟的交易体系和庞大的用户基础。在内容化浪潮下，淘宝天猫持续加码内容电商。自2016年起，阿里开始布局种草业 务。2023年年底，阿里合并淘宝直播与逛逛 ...

Core Viewpoint - The adjustment of the "refund only" rule marks a new starting point, where platforms need to act as intermediaries and coordinators, balancing the protection of consumer and merchant rights [1][2]. Group 1: "Refund Only" Mechanism - The "refund only" mechanism allows consumers to request refunds without returning goods if they are dissatisfied, facilitating quick refunds with platform support [1]. - The initial purpose of implementing the "refund only" rule was to protect consumer rights and enhance user loyalty, particularly for low-value items that lack resale value [1][2]. Group 2: Issues and Challenges - There are vulnerabilities in the "refund only" rule, leading to honest merchants being unfairly affected, with some consumers exploiting the system for profit through dishonest practices [2]. - The high cost of defending rights has led many small and medium-sized merchants to suffer losses, which can negatively impact the overall industry ecosystem [2]. Group 3: Future Directions - The adjustment of the "refund only" rule is seen as a new beginning, with platforms needing to enhance their roles as intermediaries, ensuring the protection of both consumer and merchant rights [2]. - To foster a healthy development of the e-commerce industry, it is essential to cultivate honest merchants, increase the legal costs for dishonest sellers, and reduce the opportunities for exploitative buyers [2].

今年以来，国际经贸环境日趋复杂，关税变动给我国外贸企业出口带来巨大冲击。商务部新闻发言人何 亚东表示，近期按照"外贸优品中华行"总体安排，商务部门全力助力外贸企业拓内销。各大电商平台积 极发挥渠道优势，畅通外贸企业内销渠道，助力稳外贸扩消费。 京东此前宣布推出出口转内销扶持计划，未来一年内，将大规模采购不低于2000亿元出口转内销商品， 帮助外贸企业快速开拓国内市场。 珠海金稻电器长期深耕国际市场，其卷直发器、蒸脸仪、美容仪等产品畅销欧美市场，外贸销售占比高 达60%，其中美国市场占比超过一半。公司总经理马虹表示，受美国关税政策影响，公司面临严峻的外 贸挑战，近10万台产品库存积压，生产线被迫停工。 为解决外贸商家国内线上运营能力欠缺等难题，淘宝天猫"外贸精选"推出了两个选项，一种以淘工厂为 主，深入100个外贸产业带集群，依托半托管模式，从入驻到选品、定价等全链路手把手指导；另一种 依托天猫超市的自营模式和供应链能力，开放全国仓网半日达/次日达/送货上门能力，支持优质商家快 速入驻入仓，打开内销市场。 为匹配新供给和新需求人群，淘宝天猫还将启动"淘宝外贸周"活动，一方面真正挖掘国内消费者有需求 的优质外贸产 ...

半夜，几个行业群炸了。Temu突然宣布暂停所有直邮美国的服务，没留一点余地，直接掐断。这消息一传出来，美国电商圈像被扔进冰水，一瞬间安静得 让人发毛。 有人说是物流问题，有人说是市场调整。但真相，远不止这些。 Temu不是普通电商。三年时间，它从无到有，从边缘跑到了亚马逊鼻尖。去年黑五，一场促销让美国消费者疯狂下单，亚马逊仓库一度空了半壁江山。便 宜、好用、速度快，不是谁都能做得到的。背后靠的，是中国制造的强大体系，还有数以万计的中小商户顶着汇率压力，把货一件件送出国门。 但Temu太快了，快到美国政府坐不住了。 最近几个月，美国官方开始频频提"数据安全"，看起来像是出于保护，但说白了，就是不想中国平台在他们家门口跑赢。借口摆在那儿，刀子却砍向产业 链。关税、审查、封堵，一招接一招。这次直接断了Temu的直邮，受伤的不止是平台——商户的仓库货压着，物流的单量没了，美国那边快递公司先扛不 住了。 中国非但没动美债，还在悄悄加码黄金储备。2024年4月，中国央行黄金储备达7280万盎司，连续18个月增加，这是自2002年以来最长的增持周期。不动声 色，却处处关键。 美债，是人民币稳汇率的重要工具。动它，相当于自断 ...

一直以来，很多美国人可能并未感受到特朗普总统全面关税政策的重大影响，但现在情况不同了。 这可是大量的狗项圈、珠子套装、糖霜刮刀和小饰品。拼多多和希音的常客本周告诉美国有线电视新闻 网，他们越来越多地转向这些网站购物，因为他们觉得美国制造的产品已经遥不可及。弗吉尼亚州64 岁的退休护士雷娜・斯科特此前对CNN商业频道表示："我现在买不起拼多多上的东西了，而且我在美 国本土早就买不起东西了。" 据加州大学洛杉矶分校和耶鲁大学经济学家 2 月份的研究，低收入家庭将因廉价中国电子商务网站的变 化而受到最大冲击。约 48% 的小额包裹被运到美国最贫困的邮政编码地区，而 22% 被送到最富裕的地 区。 这是因为，一个重要的航运漏洞在周五午夜过后一分钟失效了。这个漏洞就是所谓的小额免税政策，它 允许价值 800 美元以下的货物免税进入美国，而且通常几乎不用经过耗时的检查和文书工作。 这个漏洞改变了无数美国人的购物方式，让希音、拼多多和速卖通等超低成本的中国电子商务网站能够 将从毛线到庭院家具、从衣服到摄影器材等各种商品大量销往美国家庭。 随着该政策的即将结束，社交媒体上警报声四起。根据承运商的不同，对中国进口商品设定的基础 ...

Core Viewpoint - Alibaba (BABA) has shown a 7.9% increase in stock price over the past four weeks, with a mean price target of $158.20 indicating a potential upside of 25.8% from the current price of $125.76 [1] Price Targets and Estimates - The mean estimate consists of 20 short-term price targets with a standard deviation of $20.48, where the lowest estimate is $112 (10.9% decline) and the highest is $190 (51.1% increase) [2] - A low standard deviation among price targets suggests a high degree of agreement among analysts regarding the stock's price movement [9] Analyst Sentiment and Earnings Estimates - Analysts show strong agreement in revising earnings per share (EPS) estimates higher, which correlates with potential stock price increases [11] - The Zacks Consensus Estimate for the current year has increased by 1.2% over the past month, indicating positive sentiment [12] - BABA holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Caution on Price Targets - Price targets can mislead investors, as empirical research indicates they rarely predict actual stock price movements [7] - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8] - While price targets should not be ignored, they should be approached with skepticism and not be the sole basis for investment decisions [10]