作者丨不吃麦芽糖 编辑丨Shadow 俄罗斯跨境电商市场迎来史上最严厉的税制改革。 根据俄罗斯财政部最新修订，自2027年起，通过电商平台购买的境外商品将按阶段征收增值税，税率从5%起步，到2030年将达到20%。 图源：tass.ru 对于长期依赖200欧元免税门槛和低价直邮模式的中国卖家来说，这一政策无疑是一场巨震，未来两三年的运营模式将被彻底重塑。 跨境电商市场的高速发展，促使政策逐渐收紧。此次增值税方案不仅涉及税率提升，还包括免税额度下调以及平台代扣代缴机制的落地，这将对跨境卖家和 本地平台产生深远影响。 根据俄罗斯财政部公布的草案，从2027年1月1日起，个人通过电商平台购买的境外商品将全面纳入增值税征收，税率将按阶段递增：2027年为5%，2028年 提升至10%，2029年为15%，2030年将达到常规税率20%。 图源：TASS 新规不仅提高税率，还提出平台代扣代缴机制。Ozon、Wildberries、Yandex Market等平台将直接计算、收取并上报税款，卖家无法绕过平台系统。 免税门槛大幅收紧，目前欧亚经济联盟规定，200欧元以下的进口商品可免征增值税，但新草案计划逐步下调：2026 ...

一则来自亚马逊的官方通知，在跨境电商圈引发了热烈讨论。 10月13日，亚马逊正式向卖家发布关于"涉税信息报送"的通知，明确将按季度向中国税务机关报送中国 卖家的身份与收入信息。首次报送将于10月31日前完成，数据涵盖2025年7月至9月的交易。 消息一出，在卖家群体中引发了强烈的反响和激烈的讨论，各种声音传出： "亚马逊也要接入税务系统了，又有一大批老板要头疼。" "迟早的事，总要面对的。" "如果主体是境外企业理论上是没事的。" "出口报关不是交税了吗，销售怎么也管？因为境外利润回国没有交税，企业所得税、个人所得都没有 交。" 值得一提的是，截至目前，包括沃尔玛、SHEIN在内的多个跨境平台均已发布类似告知，一场覆盖全行 业的税务合规化浪潮已不可避免。 新规落地 实际上，这场变革早有征兆。 早在2025年6月26日，国家税务总局正式发布《关于互联网平台企业报送涉税信息有关事项的公告》 （2025年第15号），首次将涉税信息报送义务明确延伸至所有服务中国经营者的境外互联网平台。 该公告与同期发布的《互联网平台企业涉税信息报送规定》（国务院令第810号）共同构成了完整的监 管框架。 新规核心要点包括：依照外国（ ...

虹桥国际中央商务区相关负责人表示，未来将立足上海全市深化改革开放新格局，依托"大交通、大会 展、大商务、大科创"功能优势与制度型开放优势，聚焦进博会等溢出效应核心承载地、国际贸易中心 新平台、服务企业"走出去"先行区、高能级专业服务业集聚区、长三角科创服务生态圈等功能定位，对 接国际高标准经贸规则，拓展全球高端要素资源交互融通新路径，加快推进联动创新区建设，在更大范 围复制推广自贸试验区改革创新经验，促进与自贸试验区联动协同发展，形成更多具有引领性的自主改 革成果，激发高质量发展的动能和活力，加速打造新时代改革开放标志性区域。 据了解，虹桥国际中央商务区地处长三角经济地理中心，是长江三角洲区域一体化发展、高质量共 建"一带一路"、中国国际进口博览会、虹桥国际开放枢纽、"丝路电商"合作先行区等多重国家战略承载 区。《建设方案》明确虹桥国际中央商务区联动创新区实施范围：虹桥国际中央商务区全域，总面积 151.4平方公里，成为此次8个重点区域中唯一全域入选的区域。商务区纳入自贸试验区，可以更好地服 务国家战略，打造国际贸易中心新平台、世界级交通枢纽门户、长三角协同创新引领区和国际化中央商 务区，在更大区域、更广领域 ...

Core Viewpoint - Shenzhen SanTai E-commerce Co., Ltd. is experiencing fluctuations in stock performance, with a recent decline of 2.29% and a total market capitalization of 6.721 billion yuan, while the company is focusing on cross-border e-commerce and AI-driven solutions for risk management [1][2]. Group 1: Company Overview - The main business of Shenzhen SanTai E-commerce Co., Ltd. includes export cross-border e-commerce retail and third-party export cross-border e-commerce logistics [2]. - The company was established on January 7, 2008, and went public on September 28, 2023, with its revenue composition being 76.14% from cross-border e-commerce product sales, 23.80% from logistics sales, and minimal contributions from technology services and other businesses [7]. - As of September 30, 2023, the number of shareholders is 30,100, a decrease of 1.25% from the previous period, with an average of 7,283 circulating shares per person, an increase of 1.26% [8]. Group 2: Financial Performance - For the first half of 2025, the company achieved a revenue of 827 million yuan, representing a year-on-year growth of 3.27%, while the net profit attributable to shareholders decreased by 48.75% to 23.2552 million yuan [8]. - The company has distributed a total of 110 million yuan in dividends since its A-share listing [9]. Group 3: Product and Technology Development - The company has developed a proprietary intellectual property risk detection tool named "RuiGuan·ERiC," which utilizes AI and big data models to provide flexible, low-cost, and accurate risk monitoring solutions for enterprises [2][3]. - The company is also working on an AIGC project that generates high-quality images using Stable Diffusion, allowing for customized branding and significant operational efficiency improvements [2][3]. Group 4: Market Position and Trends - The company benefits from a high overseas revenue ratio of 99.98%, largely due to the depreciation of the Chinese yuan [3]. - The stock is categorized under the commercial retail sector, specifically in the internet e-commerce and cross-border e-commerce segments, with additional concepts including intellectual property and logistics [8].

Core Viewpoint - The company, Huakai Yibai Technology Co., Ltd., is experiencing fluctuations in stock performance and is heavily involved in cross-border e-commerce, AIGC technology, and virtual reality applications, benefiting from the depreciation of the RMB. Company Overview - Huakai Yibai was established on February 23, 2009, and listed on January 20, 2017. The company focuses on spatial environment art design and provides comprehensive exhibition services for large exhibition halls, with cross-border e-commerce as a significant revenue source [7]. - The company's revenue composition includes 92.16% from cross-border e-commerce, 7.71% from comprehensive cross-border e-commerce services, and 0.18% from other business activities [7]. Financial Performance - For the first half of 2025, the company achieved a revenue of 4.538 billion yuan, representing a year-on-year growth of 28.97%. However, the net profit attributable to the parent company was 36.74 million yuan, a decrease of 72.69% year-on-year [7]. - The company has distributed a total of 154 million yuan in dividends since its A-share listing, with 136 million yuan distributed over the past three years [8]. Market Activity - On October 16, 2023, the company's stock price fell by 1.58%, with a trading volume of 49.0085 million yuan and a turnover rate of 1.31%, resulting in a total market capitalization of 4.29 billion yuan [1]. - The stock has shown no significant trend in major capital inflows, with a net outflow of 4.6956 million yuan on the same day, ranking 9th out of 18 in its industry [4][5]. Technological Development - The company is leveraging AIGC technology in its self-developed systems to automate product copy generation, significantly reducing labor costs and enhancing operational efficiency [2]. - The company's virtual reality (VR) technology is primarily applied in exhibition setups, with ongoing efforts to innovate in VR content creation and integration with interactive platforms [2]. International Revenue - According to the 2024 annual report, the company's overseas revenue accounts for 99.83% of its total revenue, benefiting from the depreciation of the RMB [3].

Core Viewpoint - The power struggle within the cross-border e-commerce company Youkeshu Group has concluded with a complete management overhaul, marking the end of the founding team's era amid ongoing operational challenges and regulatory investigations [2][7][10]. Group 1: Control and Management Changes - The recent extraordinary general meeting resulted in the election of a new board of directors, with founder Xiao Siqing and former general manager Xiao Yan stepping down, indicating a significant shift in control [2][7]. - Wang Wei, the new largest shareholder with an 18% stake, emerged victorious in the power struggle against the founding team, whose shareholding was diluted to 3.28% [6][10]. - The new management team, led by Chairman Liu Hailong and General Manager Zhang Wen, aims to stabilize the company after a tumultuous transition period [7][10]. Group 2: Historical Context and Challenges - Youkeshu was founded in 2010 and became a prominent player in the cross-border e-commerce sector, achieving a notable merger and acquisition milestone in 2017 [8][9]. - The company faced severe operational difficulties, including a significant revenue drop due to the suspension of 340 Amazon accounts in 2021, leading to a restructuring process initiated in 2024 [9][10]. - The introduction of industry investors during the restructuring helped the company return to profitability in 2024, but internal conflicts persisted [9][10]. Group 3: Regulatory and Operational Risks - The company is currently under investigation by the regulatory authorities for failing to disclose significant information, which adds uncertainty to its future [10][12]. - The new management's immediate focus is on mitigating risks associated with the transition, including potential asset loss and operational disruptions [10][11]. - The first quarter of 2025 showed Youkeshu's revenue at less than 25 million yuan, with ongoing losses, highlighting the urgent need for strategic recovery in a highly competitive market [10][11]. Group 4: Industry Implications - The departure of Youkeshu's founding team reflects a broader trend among cross-border e-commerce companies that have gone public through mergers, facing similar governance challenges [12][13]. - The involvement of industry investors like Hangyun Group, which has a strong presence in digital trade, is seen as a potential catalyst for Youkeshu's recovery [11][12]. - The situation serves as a cautionary tale for other companies in the sector regarding the complexities of governance and the need for effective control mechanisms when engaging with capital [13].

曾被圈内比作"华南城四少"之一的跨境电商企业有棵树集团（证券代码：300209），企业内斗风波落 幕。 近日，深圳跨境电商头部企业有棵树（300209.SZ）的临时股东大会现场，一场没有硝烟的权力更迭悄 然落幕。随着第七届董事会成员的选举产生，公司创始人肖四清、原总经理肖燕等核心管理层全员离 任，标志着这家曾名噪一时的跨境电商"大卖"正式告别创始团队时代。 然而，新老交替的背后，是持续半年的控制权争夺战、被立案调查的股东以及岌岌可危的经营现状，有 棵树的重生之路布满荆棘。 控制权争夺战落幕：18%股权对决3.28%的胜负局 这场权力更迭的种子早在2024年公司重整期间便已埋下。根据公司2025年3月发布的详式权益变动公 告，王维及其一致行动人（含深圳市天行云供应链有限公司）通过重整受让获得有棵树18%股份，一跃 成为第一大股东。而王维正是有棵树今年"摘帽"后、通过重整计划引入的产业投资人。 与此形成鲜明对比的是，创始人肖四清的持股比例因重整被动稀释至3.28%，其一致行动人无锡中住集 团仅持股0.009%，合计持股比例不足3.3%。 股权结构的失衡迅速演变为控制权的直接对抗。2025年5月，王维及其一致行动人 ...

Group 1 - The core viewpoint of the news is that Saiwei Times has experienced a decline in stock price and significant changes in shareholder structure, while also reporting mixed financial results for the year [1][2]. Group 2 - As of October 16, Saiwei Times' stock price decreased by 2.02%, trading at 22.80 yuan per share, with a market capitalization of 9.199 billion yuan [1]. - The company has seen a net outflow of 471.88 thousand yuan in principal funds, with significant selling pressure from large orders [1]. - Year-to-date, the stock price has increased by 1.29%, but it has declined by 5.32% over the last five trading days and 5.12% over the last twenty days [1]. - Saiwei Times, established on May 31, 2012, focuses on technology-driven cross-border e-commerce, with 92.32% of its revenue coming from this segment [1]. - As of September 30, the number of shareholders decreased by 15.28% to 15,200, while the average number of circulating shares per person increased by 18.03% [2]. - For the first half of 2025, Saiwei Times reported a revenue of 5.346 billion yuan, a year-on-year increase of 27.96%, but a net profit of 169 million yuan, a decrease of 28.18% [2]. - The company has distributed a total of 421 million yuan in dividends since its A-share listing [2].

半托管和Y2模式这两种模式就赚的多一些，这两种模式投入最少也得十几万了，一个月赚七、八万甚至更多，但对应的条件也就高些。半托管模式需要你 有海外仓，需要自行发货还要保证时效否则将面临高至五倍的罚款。Y2模式是直发国外的，这就意味着你需要有海外物流资源，一旦货物在海外丢失那可 能会血本无归。 全托管模式就赚的少些，投入在8万左右，一个月能赚2~3万。但不需要你有海外仓、不需要有海外物流资源、更不需要你自己打广告销售。这个收入不能 让你暴富但能让你的生活过的比较滋润了。 不管做什么生意我们都不要怀着能够暴利的想法去做，要从实际出发，真正那么暴利的生意又怎么会轮到我们无权无势的普通人来做呢？世界上百分之八十 的财富是掌握在百分之二十的人手里的。 跨境电商是适合我们普通人的小生意。不要求经验、学历、资源，只要你有几万的资金和一颗肯钻研学习的心，一到两个月的现场实操学习就能换来之后每 个月收入2~3万。 大家好，我是金桃桃，一个在长沙的电商人。 有些人听到别人说做跨境电商赚了多少多少钱，就觉得跨境电商这个行业很暴利。我想说不管做什么生意都没有很暴利的，暴利的都在刑法上。你永远要相 信一分耕耘一分收获，付出了多少才能得到 ...

10月15日上午，在二连浩特市向北跨境电子商务有限公司，工作人员对一件件小商品进行认真机 检，这些包裹即将通过跨境电商收寄平台发往蒙古国，并在次日送到蒙古国乌兰巴托市消费者的手中。 在二连浩特口岸跨境电商国际运输链路打通之后，物流将商品统一运送至二连浩特跨境电商集散中 心。在这里完成报关、查验等一系列流程后，商品即可通过口岸专属的跨境电商运输专线直接发往蒙古 国乌兰巴托市。 "中国—蒙古国"跨境电商国际运输链路打通以来，为外贸企业节省了超过50%的运输时间和费用。 国内各地的商品在二连浩特集散后，统一发往蒙古国乌兰巴托市，显著提升了跨境贸易效率。目前，二 连浩特市日均寄递跨境电商包裹量达5000个，真正实现了跨境电商商品的"次日达"。 据工作人员介绍，该平台为跨境电商企业提供了涵盖包裹揽收处理、出口申报、国际陆运、境外清 关及最终派送等环节的全流程服务，为蒙古国客商和国内商家提供了可靠的物流保障。 二连浩特市向北跨境电子商务有限公司现场操作员尹智慧告诉记者："跨境电商贸易以前不多，现 在基本两天就有一车了。这些商品的量越来越多。商品到达后，我们立即扫码入库，海关派员到监管场 所进行查验，力争让这些商品快进快出 ...