「脉速跨境 l 出海早报」是脉速科技推出的出海系列栏目，旨在为出海领域的创业者和投资人精选出海大事件、海外大公司、投融资等消息。 整理丨Sunny 俄罗斯电商市场双雄争霸 亚马逊斥40亿美元，扩大当日达送货 TEMU全面开放澳大利亚本地卖家计划 01 俄罗斯电商市场双雄争霸 近日，Ozon宣布已在挪威的斯匹次卑尔根设立提货点，这也是斯瓦尔巴群岛最大岛。这一举措看似是区域性的布局，但也暗藏着深远的战略意义，能够很 好展现出Ozon在全球扩展服务网络的坚定决心。 一个多月之前，Ozon就表示将在俄罗斯新增8大配送中心，旨在进一步优化其在俄罗斯本土的物流网络布局。对于俄罗斯这样地域辽阔的国家而言，优化物 流网络对于提升用户体验、增强市场竞争力具有至关重要的意义。其中最新一个物流中心于6月底正式启用，预计新增近14万平方米的仓储面积，日处理订 单能力达85万份。 02 亚马逊斥40亿美元，扩大当日达送货 亚马逊调整优质配送资格标准：准时率降至92% 亚马逊计划对Anthropic追投10亿美元 2025年7月17日 在电商竞争日益激烈的当下，亚马逊为进一步巩固其在物流配送领域的优势，计划将Prime会员的当日及次日配 ...

（原标题：从"闪购"到"观望"：Prime Day被拉长的背后，是消费者与平台的"双重博弈"） 在"折扣消费"逐渐常态化的时代，一年一度的亚马逊Prime Day已不再是单纯的狂欢式抢购节，而更像 是一场精密操盘下的购物"心理战"。 2025年，亚马逊首次将Prime Day的持续时间从两天延长至四天。这一变化表面上是为了"拉长战线"， 实则反映出平台方、品牌方和消费者之间新的互动逻辑：消费者在观望，品牌在动态调价，平台则在努 力延长用户停留和销售周期，以撬动更高的复购率和广告投入。 虽然今年Prime Day前两天的销售额同比下滑了35%，但第三天却迎来了165%的增长反弹。这个"先抑 后扬"的走势，是偶然数据，还是结构性趋势的显现？ 一、"低转化、高参与"：消费者正在"拖延"购买决策 据电商咨询公司Momentum Commerce对50个重点品牌的跟踪数据显示，在Prime Day活动的前两天，虽 然点击率（CTR）显著提升，但转化率明显下降。也就是说，用户愿意点进页面、浏览商品、甚至加 入购物车，但下单行为却被明显延后。 Flywheel公司商务高级副总裁Mike Feldman对此评论称："这不是购 ...

由于核心职责是服务阿里的电商战略，菜鸟不仅难以摆脱持续亏损的困境，其自身的发展空间与想象力也正不断收窄。 作者/无字 出品/新摘财经 "回归"阿里后，菜鸟加速全球化布局。 2025年2月，阿里全面收购菜鸟小股东的剩余持有股份，并同步对员工所持菜鸟股权激励实施全量退出计划。对此，阿里董事会主席蔡崇信表示，"考虑到 菜鸟对阿里巴巴的战略重要性和构建全球物流网络的重大长期机遇，我们认为现在正是阿里巴巴对菜鸟加大投入的合适时机。" 近年来，因经济承压、移动互联网流量红利消逝，阿里不再盲目扩张，而是聚焦核心电商业务。在此背景下，"回归"的菜鸟自然需要配合阿里的战略规 划"打辅助"。 一、为阿里电商业务而生， 图源：菜鸟 2025年7月2日，菜鸟全球供应链宣布对亚太海外仓进行全面升级，共计20多个海外仓覆盖新加坡、马来西亚、泰国等10个核心国家和地区，当日出库订单 达成率为99.9%。 不可否认的是，跨境电商已成为大势所趋，作为物流企业，菜鸟确实有必要布局海外仓储。不过此番菜鸟加码全球化，或许不仅仅出于自身的战略定位， 更是对阿里整体战略需求的回应。 菜鸟定位几经调整 正如阿里多数业务源于电商生态的延伸，菜鸟的诞生亦是为 ...

据"电诉宝"显示，上半年电商平台投诉占比依次为：拼多多（43.25%）、抖音电商（26.47%）、淘宝 （16.44%）、京东（3.82%）、天猫（1.84%）、快手电商（1.57%）、全球速卖通（0.82%）、美团 （0.73%）、1688（0.61%）、微信（0.41%）、苏宁易购（0.41%）、闲鱼（0.41%）、微信视频号 （0.38%）、小红书（0.32%）、阿里巴巴（0.32%）、微店（0.20%）、孔夫子旧书网（0.12%）、饿了 么（0.12%）、BOSS直聘（0.09%）、其他（1.67%）。 2025年上半年，电商市场迎来开门红，年货节与政策红利共同推动消费热潮。史上最长"618"大促以 8556亿元的综合电商销售总额刚刚拉下帷幕，与此同时，跨境电商持续增长。政策与市场联动效应显 著，多个平台发放消费补贴，带动零售额。 在消费端火热的同时，平台也加大商家扶持力度，优化营商环境。抖音电商、拼多多、淘宝天猫加大平 台优商政策。总体来看，2025年上半年电商行业在政策支持、消费升级和平台创新的共同推动下保持稳 健增长，为全年经济注入强劲动力。尽管如此，电商平台上仍有商家叫苦不迭，平台与商家间的投 ...

Star Brands - L'Oréal denies rumors of closing its Hong Kong office and layoffs, stating that it will continue to assess and optimize its organizational structure to adapt to market changes [2] - Sweet Lala collaborates with the game IP "Ball Battle" to launch a vitality fruit and vegetable tea series, priced at 8 yuan per cup [2] Consumer Platforms - Meituan's instant retail orders reached a record high of 150 million, with an average delivery time of 34 minutes, driven by social media marketing [5] - Unicommerce reports a 21% year-on-year growth in online sales in India's tier-three cities during the summer season, contributing to an overall 8% increase in e-commerce orders [5][6] - eBay is testing a new auction extension mechanism that adds 2 minutes to the auction time if a bid is placed near the end, aimed at enhancing auction fairness [6] - Temu's semi-managed model in Brazil will launch on July 31, providing small and medium sellers with a low-risk opportunity to enter the Latin American market [6] Investment and Financial Reports - Ferrero agrees to acquire WK Kellogg for $3.1 billion, with a cash offer of $23.00 per share [7] - Salia reports a 50% increase in net profit for the first three quarters of fiscal 2025, reaching 7.7 billion yen, driven by low pricing strategies [7] - Zhongjin Gold expects a 50%-65% year-on-year increase in net profit for the first half of 2025, driven by favorable product pricing [8] - Western Gold anticipates a 96%-142% year-on-year increase in net profit for the first half of 2025, attributed to rising gold prices and increased sales [8] - Dongpeng Beverage forecasts a 33%-42% year-on-year increase in net profit for the first half of 2025, supported by national expansion and improved channel operations [8] - Xiangpiaopiao expects a net loss of approximately 97.39 million yuan for the first half of 2025, with a revenue decline of 12.21% [8] - Jiaoge Friends reports a GMV of approximately 6.98 billion yuan for the first half of 2025, reflecting a 17% year-on-year growth [8] Consumer Dynamics - Nestlé's offices in France are being searched due to allegations of using illegal filtration systems that may conceal contamination issues [9] Macro News - The U.S. plans to impose a 50% tariff on all goods imported from Brazil starting August 1, which could lead to significant price increases for Brazilian coffee and orange juice [10]

"反内卷"聚焦新兴制造业 随着政策持续发力，"反内卷"已成为市场新的投资主线，钢铁、光伏等板块强势反弹。截至7月11日，6 月23日以来国泰钢铁ETF上涨12.18%，汇添富光伏龙头ETF、银华光伏50ETF、华泰柏瑞光伏ETF等涨 幅超过13%。 资金面则呈现显著分化。对于相关传统行业如钢铁板块，资金选择获利了结；而新兴领域如光伏行业， 则吸引资金持续加仓。Choice数据显示，截至7月10日，6月23日以来国泰钢铁ETF被净赎回7.29亿元。 同期，光伏主题ETF净申购额合计20.82亿元。其中，华泰柏瑞光伏ETF份额增至169.61亿份，创上市以 来新高。 这种分歧的背后，与"反内卷"的聚焦方向密切相关。富国基金认为，"反内卷"聚焦行业并非黑色板块相 关的传统行业，而是光伏、锂电池、新能源汽车、电商平台等新兴领域。 富国基金分析称，传统上游资源品的资本开支扩张情况并不严重，因此短期对于传统上游资源品影响不 大。"反内卷"聚焦中下游制造，对于初期的上游商品来说，或带来需求小幅下行。下游竞争格局优化、 终端需求改善后，有望再度拉动上游需求。 投资锚定"质"与"势" ◎记者 赵明超 近期，"反内卷"相关投资机 ...

Group 1 - The core viewpoint of the article discusses the challenges faced by Jinjiang International in achieving profitability despite its ten years of international expansion efforts [2] - Jinjiang International is seeking to raise funds through its Hong Kong listing while pursuing a global strategy, particularly in Southeast Asia [2] - The company is confronted with issues such as cultural conflicts, management shortcomings, and resource dispersion, which hinder its growth and profitability [2] Group 2 - The article highlights the significance of the mutual visa exemption agreement between China and Malaysia, effective from July 17, 2025, facilitating travel for various purposes [6] - The potential impact of U.S. tariffs on imports from Canada, announced by President Trump, could affect trade dynamics and economic relations [6] - The article mentions the role of KrASIA in enhancing the global brand presence of Chinese companies through English media services [6]

Group 1 - The core viewpoint emphasizes the importance of activating new consumption and boosting domestic demand to create a virtuous cycle of "demand-supply-employment-income," which is crucial for high-quality economic development [1] - The policy logic indicates that activating new consumption is a strategic choice to respond to economic cyclical fluctuations and cultivate new economic growth drivers [1][2] - The current consumption market in China is transitioning from survival-oriented to development-oriented, and from material-based to service-oriented, necessitating a more efficient supply-demand matching mechanism [1][2] Group 2 - The central government has called for the construction of a high-quality, efficient, and competitive modern circulation system, guiding the innovative development of e-commerce platforms [2] - Platforms like Taobao Flash Purchase are responding to policy calls by innovating and investing in subsidies to create an immediate supply system of "goods + services," addressing deep-seated contradictions in the e-commerce industry [2][3] Group 3 - Taobao Flash Purchase launched a subsidy plan totaling 50 billion yuan, which has shown significant results within a week, with over 4,124 restaurant brands reaching historical peaks in business activity [3][4] - The subsidy program has led to a doubling of order volumes for 2,318 non-food categories, with daily orders surpassing 80 million and active users reaching 200 million [3][4] Group 4 - The 50 billion yuan subsidy plan serves as a strategic engine for elevating platforms to large-scale consumer e-commerce, creating a positive cycle of "platform benefits - user gains - merchant growth" [4] - The platform's direct subsidy model ensures merchants' profit margins, allowing them to invest in quality improvement and digital transformation, shifting the industry focus from price competition to value competition [4] Group 5 - Taobao Flash Purchase's innovative practices serve as a model for the e-commerce industry, acting as a stabilizer for the consumption market, a conduit for economic growth, a leader in consumption upgrades, and a promoter of the digital economy [4][6] - The platform's approach integrates resources and fosters a collaborative ecosystem, moving from a zero-sum game to a win-win situation, which is essential for high-quality economic development [6][7] Group 6 - E-commerce platforms are positioned as core carriers of the modern circulation system, tasked with significant responsibilities in the current historical context [7] - The expectation is for more platforms to innovate and integrate resources, enhancing consumption potential and improving circulation efficiency through digital transformation [7]

成都市跨境电子商务平台协会围绕出海趋势、路径、服务及保障进行了系统推介，为企业"走出去"提供 方向指引；京东集团、淘天集团分别就京东超市业务、"国货严选"项目进行了详细宣讲，介绍了入驻流 程与合作模式，为企业对接头部平台搭建了直接通道。 此次活动成功搭建起工业企业与电商平台的面对面交流平台，进一步畅通了供给端、流通端与消费端的 衔接渠道。活动呼吁企业家主动拥抱数字变革，将电商从"可选渠道"转变为"必争阵地"，让更多"成都 造"在各大平台绽放光彩，助力优质本土产品加速出川、扬帆出海。(舒文) 当前，数字经济正加速重构产业生态，电商平台作为连接生产与消费的关键枢纽，已成为激活市场活 力、拓宽销售渠道的核心载体。成都市经信局(市新经济委)经济合作处相关负责人表示，成都作为全国 重要的先进制造业基地，已构建起涵盖38个工业大类、184个小类的现代工业体系，拥有5000余家规模 以上工业企业，制造业综合实力稳居全国第八。举办此次交流会，正是为了让优质工业产品插上电 商"翅膀"，让电商平台扎根实体经济"沃土"，以响应国家"数字经济赋能实体经济"战略，为成都工业高 质量发展注入新动能。 会上，成都市商务局外贸运行处相关负责 ...

Industry Overview - The integration of short videos and e-commerce is an irreversible trend in the digital economy, with issues like traffic monopoly, merchant competition, and ecological imbalance becoming increasingly prominent [1][3] - In 2023, short video users accounted for 94.8% of global internet users, and the global short video market is expected to exceed $2.2 trillion by 2035 [2] - Live e-commerce, which started in China in 2016, reached a transaction volume of 3.5 trillion RMB in 2022, contributing 80% of the growth in the e-commerce sector [2] Challenges in the Industry - Three major contradictions are intensifying: 1. Traffic monopoly where top creators and platforms control over 90% of traffic, making it difficult for new creators to succeed [3] 2. Merchant difficulties due to price wars squeezing profits, leading to a decline in product quality and consumer experience [3] 3. Ecological imbalance caused by MCN institutions controlling resources and creating a single monetization channel, resulting in a vicious cycle of "involution" [3] Company Positioning - YULLILY, headquartered in Singapore, positions itself as a "global short video smart e-commerce platform" with the mission of "linking excitement and illuminating life" [4] - The platform aims to redefine the future of short video e-commerce by integrating content creation, product trading, and social interaction into a value-interconnected ecosystem [4] Strategic Directions - YULLILY targets industry pain points with three strategic directions: 1. Fair traffic distribution by implementing a mechanism that allocates 90% of traffic to new creators [5] 2. S2K2C model innovation that connects supply chain (S), key opinion leaders (K), and consumers (C) to reconstruct the supply-communication-consumption loop [5] 3. Technology democratization through AI digital humans and smart algorithms to lower the barriers for entrepreneurship [5] Core Competitiveness - The HERO AI system is YULLILY's core advantage, reconstructing the relationships between people, goods, and venues through four technologies: 1. AI digital human live streaming that supports over 30 languages and operates 24/7, addressing high labor costs and geographical limitations [6] 2. AIGC content engine that automatically generates multimedia content, accelerating brand globalization [6] 3. 4.0 smart algorithms that analyze user behavior for personalized recommendations [6] 4. Multi-modal interaction providing immersive shopping experiences [6] Innovative Business Model - YULLILY's unique S2K2C business model creates a win-win closed loop: 1. Supply side (S): Carefully selected high-quality products from a robust supply chain [7] 2. Creator side (K): Cultivating ordinary individuals into key opinion leaders to earn commissions through short videos and live streaming [7] 3. Consumer side (C): AI matches content with user interests, allowing for shopping during entertainment [7] Global Expansion Strategy - YULLILY employs a phased strategy for global expansion: 1. Southeast Asia as a foundation, leveraging regional price differences [9] 2. Expansion into the Americas by replicating successful models and enhancing logistics efficiency [9] 3. Gradual entry into Western Europe, Australia, and Africa, adapting to local cultures and consumption habits [9] Vision for Inclusivity - YULLILY aims to create a "universal light entrepreneurship platform" focusing on three aspects: 1. Light assets with no inventory risk [10] 2. Light operations through AI-managed live streaming and training [10] 3. Light management with transparent commission structures for creators [10] Future Plans - YULLILY's long-term vision extends beyond business to include ecological and social responsibilities: 1. Expanding into short films and documentaries to build a creator ecosystem [11] 2. Establishing a charity foundation to support education and healthcare projects [11] 3. Aiming to become a global leader in the industry and set standards for the digital economy [11]