当前，跨境电商正以其速度快、潜力大、带动作用强的特性，成为外贸创新发展的重要力量。近年来， 吉林省高度重视跨境电商发展，将其作为壮大外贸新动能的"头号引擎"，打出一套涵盖跨境电商综合试 验区建设、主体培育引进、配套设施完善、政策服务优化的"组合拳"，推动跨境电商发展跑出"加速 度"。 2024年，吉林省通过海关跨境电商管理平台进出口达52亿元，是2020年的5.4倍。2025年上半年延续劲 增态势，进出口达35.6亿元，同比增长68.3% ，彰显出蓬勃活力。 吉林跨境电商驶入"快车道"，因其具有独特优势。 来源：中国新闻网 中新网延边7月27日电(记者 石睿)7月26日，在第五届中国新电商大会产业链对接会(下称对接会)上，吉 林省商务厅正式发布《吉林省跨境电商产业带地图》，展示吉林省优势产业带的空间布局、发展特色、 代表性企业及权重产品，助力吉林制造、吉林特产走向更广阔的全球市场。 此外，吉林省作为国家的重要老工业基地，产业基础雄厚，"吉林制造"的"硬核"供给，为跨境电商发展 提供源头活水，造就了吉林产业、产品出海的底气。 吉林并不缺优势产品，但是此前"酒香"困于"巷子深"，随着跨境电商模式"破局"，近年来吉 ...

Investment Rating - The industry investment rating is "Overweight," indicating that the industry is expected to outperform the overall market [12]. Core Insights - The report highlights the rapid growth of AI applications, particularly in programming, recommendation, and creative generation, with Chinese companies focusing on emotional consumption and overseas expansion to drive revenue [5]. - Tencent is identified as a strong player in AI applications, leveraging its large daily active users (DAU) and rich content ecosystem, with expectations for significant future growth in its advertising and cloud computing segments [5]. - The gaming sector is noted for its potential, with Tencent's game "Delta Action" exceeding expectations in DAU, and the value of game IP, especially female-oriented games, remains underappreciated by the market [5]. - The report emphasizes the importance of AI in enhancing advertising efficiency and revenue generation, particularly for companies with untapped traffic potential [5]. Summary by Sections AI Applications - AI applications are driving growth in various sectors, with significant contributions from programming and creative tools [5]. - Tencent's AI capabilities are expected to enhance its advertising revenue, with a projected growth rate of 20% in Q1 2025 [5]. Gaming Sector - Tencent's "Delta Action" has maintained a strong position in the iOS game sales rankings, indicating robust growth potential [5]. - The report notes that the gaming IP value, particularly for female-targeted games, is not fully recognized by the market, suggesting potential investment opportunities [5]. Key Company Valuations - Tencent's market capitalization is reported at 45,907 million RMB, with projected revenue growth of 11% for 2025 [7]. - Other companies like NetEase and Giant Network are also highlighted, with respective market caps of 6,139 million RMB and 463 million RMB, showing varied growth rates [7].

Core Insights - The fifth China New E-commerce Conference has commenced in Yanbian Korean Autonomous Prefecture, showcasing the vibrant development of the e-commerce industry in Jilin [1] - Dunhua Lusheng Wood Products Manufacturing Co., Ltd. has seen its annual sales exceed 25 million yuan, exporting products to 21 countries, highlighting the transformative impact of cross-border e-commerce on local businesses [3] Industry Overview - Jilin's rich ecological and industrial resources provide a solid foundation for the export of unique products, including medicinal fungi, high-quality rice, and wooden products, alongside modern manufacturing sectors like automotive parts and optical electronics [5] - The province's digital service ecosystem plays a crucial role in supporting the export of these products, with companies like Mantianxin Technology providing essential cross-border navigation services [5][6] E-commerce Growth - The establishment of a three-tiered e-commerce ecosystem in Yanbian has led to 137 demonstration projects, achieving an annual online retail sales volume exceeding 18.8 billion yuan, significantly outpacing the national average growth rate by 6.71 percentage points [6] - Jilin's cross-border e-commerce trade zones in Hunchun and Yanji have surpassed 6.7 billion yuan in annual trade volume, reflecting the province's strategic advantage in the digital economy [6] Policy Support - The "Jilin Province Cross-border E-commerce Expansion and Quality Improvement Action Plan" outlines 12 key tasks aimed at boosting the industry, with a focus on differentiated development paths across various regions [8] - The province's cross-border e-commerce import and export volume is projected to reach 5.2 billion yuan in 2024, a 5.4-fold increase from 2020, with a year-on-year growth of 68.3% in the first half of this year [8] Conclusion - Jilin's unique products are increasingly reaching global markets through new e-commerce channels, reshaping the province's foreign trade landscape and enhancing its economic vitality [9]

Core Insights - Jilin Province is rapidly developing cross-border e-commerce as a key driver for foreign trade growth, with a focus on enhancing infrastructure and policies to support local products entering global markets [1][3]. Group 1: Economic Growth and Trade - In 2024, Jilin Province's cross-border e-commerce import and export volume is projected to reach 5.2 billion, which is 5.4 times that of 2020 [3]. - In the first half of this year, the province's import and export volume reached 3.56 billion, showing a year-on-year growth of 68.3% [3]. Group 2: Strategic Initiatives - Jilin Province is implementing a comprehensive strategy that includes the establishment of pilot zones, nurturing key players, improving supporting facilities, and optimizing policy services [3]. - The four major cross-border e-commerce pilot cities—Changchun, Jilin City, Hunchun, and Yanji—are playing significant roles in this development [3]. Group 3: Industry Support and Infrastructure - Over 800 companies in Jilin Province are conducting business on major cross-border e-commerce platforms like Alibaba International and Amazon, with nearly 100 companies establishing independent sites [5]. - The province has optimized logistics channels, ensuring stable operation of the China-Russia postal e-commerce train and promoting the construction of overseas warehouses [5]. Group 4: Collaboration and Future Prospects - Jilin Province is inviting global partners to enhance cross-border e-commerce channels targeting Russia, South Korea, and Japan, while focusing on brand development and overseas marketing cooperation [6].

Core Points - The "Comprehensive Bonded + Cross-Border E-commerce" Ecological Innovation Conference and "Gantao Excellent Products" Direct Procurement Meeting was held in Ganzhou, highlighting the strategic importance of cross-border e-commerce development in the region [1][5] - The event gathered over 500 participants from government, academia, industry associations, cross-border e-commerce platforms, and local manufacturers, showcasing a collaborative effort to enhance the local economy [1][5] Group 1: Event Highlights - The opening ceremony featured speeches emphasizing the favorable investment environment and policy benefits in Ganzhou, with a focus on the strategic significance of cross-border e-commerce [5] - A plaque unveiling for the Ganzhou Cross-Border E-commerce Selection Center marked a significant moment during the event [7] - The afternoon forum addressed cutting-edge trends in cross-border e-commerce, with insights on market opportunities, zero-threshold entry policies, and operational strategies [9][12] Group 2: Industry Insights - The conference provided practical insights into various aspects of cross-border e-commerce, including product selection, operations, logistics, marketing, and financing, aimed at enhancing the competitiveness of local enterprises [12] - A delegation of over 40 cross-border e-commerce sellers conducted a site visit to the Nankang industrial belt, focusing on the integration of local manufacturing capabilities with cross-border e-commerce [13][16] - The event established a new model for direct connections between cross-border sellers and local manufacturers, facilitating immediate order responses and creating a closed-loop industry ecosystem [17] Group 3: Future Prospects - The Ganzhou Cross-Border E-commerce Association plans to regularize the model of direct procurement exchanges, inviting global sellers to engage with local manufacturers monthly [17] - The establishment of the Ganzhou International Land Port Cross-Border E-commerce Ecological Innovation Center aims to support the incubation of cross-border e-commerce enterprises and talent development [17]

Core Insights - The new generation of information technology is rapidly reshaping the business landscape and driving consumption upgrades through the resilience and vitality of new e-commerce [1] Group 1: Cross-Border E-Commerce Development - Shenzhen has positioned cross-border e-commerce as a key driver for cultivating new quality productivity in foreign trade, attracting over half of the national cross-border e-commerce sellers and a quarter of the listed companies in this sector [1] - The city has established itself as a cross-border e-commerce hub, leading the nation in import and export volumes for several consecutive years, and has attracted 80% of the global top cross-border e-commerce platforms [1] Group 2: Policy and Regulatory Framework - Shenzhen has implemented a "1+2+6+N" policy system focusing on improving quality across various sectors, including logistics and regulatory efficiency, to convert policy advantages into developmental strengths [2] Group 3: Ecosystem and Industry Support - The city emphasizes a systematic industrial ecosystem by promoting product exports, park construction, and brand operations, supporting the development of high-quality enterprises, and hosting over 400 industry matchmaking events annually [2] - Shenzhen has established five national-level e-commerce demonstration bases and incubated over half of the national cross-border e-commerce service providers, covering various professional services [2] Group 4: Logistics and Financial Services - Shenzhen has optimized logistics, customs, and trade finance services, creating a multi-modal logistics network with 11 air freight routes and 30 sea freight lines, enhancing cost efficiency for enterprises [3] - The city has introduced innovative financial support measures, including an electronic system for export tax refund documentation and a pilot program for cross-border e-commerce accounts payable insurance [3]

Group 1 - The core viewpoint is that Yanbian, under national policy support, has significantly developed its e-commerce industry, achieving a new level of quality and vitality in the sector [1] - Yanbian has created 137 e-commerce demonstration projects, achieving full coverage of national-level e-commerce into rural demonstration counties [1] - The region has established 873 nodes in its e-commerce public service network across counties and villages, trained over 190,000 people, and fostered 61,000 online merchants, leading to over 200,000 job opportunities [1] Group 2 - In the first half of this year, Yanbian's service-oriented online retail sales grew by 22%, outpacing the national growth rate by 9.83 percentage points [3] - Yanbian is leveraging its geographical advantages to develop cross-border e-commerce, having established comprehensive cross-border e-commerce zones and partnerships with Russian e-commerce platforms [3] - The cross-border e-commerce trade volume in Yanbian increased by 60.4%, with its export cargo volume to Russia ranking second in the country [3] Group 3 - During the rise of live-streaming e-commerce, Yanbian collaborated with Douyin and local processing enterprises to host successful promotional events, achieving 79,000 orders and 290 million likes [2] - The region is actively engaging with platforms like Douyin and Meituan to promote local services and products through various marketing campaigns [2]

Core Insights - Alibaba's international cross-border e-commerce AI solution, Marco, won the SAIL Star Award at the 2025 World Artificial Intelligence Conference, marking it as the first recipient in this field [1] - Marco, developed by Alibaba's AI Business team, supports over 30 languages and covers more than 60 scenarios across the e-commerce value chain, providing solutions for marketing, compliance, and after-sales at a lower cost than mainstream large models [1] - The daily usage of Marco has reached 1 billion calls, a 1000-fold increase compared to 2023, and all capabilities are available for trial on Alibaba's AI open platform, Aidge [1] Technology and Application - In April 2023, Alibaba International Digital Commerce Group established a dedicated AI large model department, AI Business, to explore AI technology in global e-commerce scenarios [3] - All e-commerce platforms under Alibaba International have integrated AI solutions, with the most frequently used AI features being image translation, image recognition for product information enhancement, and marketing copy generation [3] - The translation feature transitioned from small models to large models by the end of last year, resulting in a 30% increase in consumer satisfaction in top European languages due to improved translation quality [3] - AI-driven SEO now accounts for nearly 40% of overall SEO efforts, with potential to reach 50% or more in the future [3] - External partners have seen a 23-fold increase in AI usage, with major cross-border e-commerce service providers integrating Alibaba's AI services [3] - The call volume for Alibaba's AI services doubles every two months, with an average daily call volume exceeding 1 billion as of July 2025, making cross-border e-commerce the first industry to achieve large-scale AI application [3] Technical Architecture - Alibaba International AI Business has developed a comprehensive AI solution for cross-border e-commerce, consisting of a five-layer technical architecture [4] - The infrastructure layer includes the MarsEngine inference engine, which optimizes token generation scheduling, KV cache, operator fusion, and computation, achieving a 116% improvement in extreme throughput compared to industry-leading engines [5] - The data layer has established a large-scale data collection, processing, and screening platform for model training, along with an evaluation framework for industrial applications [5] - The model layer offers multi-language enhanced Marco-LLM, e-commerce optimized translation model Marco-MT, self-developed multi-modal understanding model Ovis, and image generation model [5] - The product layer provides standardized capabilities for various business scenarios [5] - The AI solution layer delivers end-to-end AI capabilities or product collections for high-value scenarios [5]

Core Viewpoint - The successful export of Guizhou's specialty products through the cross-border e-commerce 9810 model marks a significant milestone for the Guizhou Comprehensive Bonded Zone, reflecting the region's growing cross-border e-commerce ecosystem [1][3]. Group 1: Export Details - A batch of Guizhou specialty products, referred to as "Qian goods," was exported to Australia using the 9810 cross-border e-commerce model [1]. - This export is the first instance of the 9810 cross-border e-commerce export business since the cancellation of overseas warehouse enterprise filing requirements in 2024 [1]. - The exported products include over ten categories such as condiments, ethnic handicrafts, and specialty agricultural products [3]. Group 2: Policy and Taxation - According to the announcement by the State Administration of Taxation, goods exported under the customs supervision code "9810" can apply for export tax refunds or exemptions immediately after customs clearance [1]. - The tax refund process allows taxpayers to declare for refunds before the goods are sold, facilitating cash flow management [1]. Group 3: Future Plans and Market Expansion - The Guizhou Foreign Trade Group plans to establish a 100 square meter showroom in key cities in Australia to showcase and live-stream Guizhou products, enhancing local customer engagement [3]. - The Guizhou Comprehensive Bonded Zone aims to leverage this initial export to optimize service processes in collaboration with tax, customs, and logistics sectors, promoting further expansion of "Qian goods" in international markets [3].

Core Viewpoint - The fifth China New E-commerce Conference's industry chain docking meeting was held in Yanji, Jilin Province, focusing on the integration of domestic and foreign trade and promoting high-quality development in the new e-commerce sector [1][2]. Group 1: Industry Development - The new e-commerce wave is reshaping the global business landscape, with cross-border e-commerce emerging as a new engine for international trade development [2]. - Jilin Province has prioritized the development of cross-border e-commerce, establishing a comprehensive strategy that includes the construction of cross-border e-commerce pilot zones and supportive policies [2][3]. - In 2024, the trade volume through the customs cross-border e-commerce management platform in Jilin Province is projected to be 5.4 times that of 2021, with a year-on-year growth of 68.3% in the first half of this year [2]. Group 2: Regional Advantages - Jilin Province's geographical location in Northeast Asia provides a unique advantage for cross-border e-commerce, facilitating cooperation with countries like Russia, South Korea, and Japan [3]. - The province aims to build a cross-border e-commerce hub, leveraging its logistics network to create a warehousing and distribution center that radiates throughout Northeast Asia [3]. - Jilin Province is encouraging domestic cross-border e-commerce platforms and service providers to establish operations locally, fostering a collaborative ecosystem for industry development [3].