炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ "出海的下一个时代特征，应该是轻舟也能远渡重洋，从启航的第一天目的地就是世界各地。"亚马逊全 球副总裁、亚马逊全球开店全球业务负责人戴竫斐12月4日在召开于杭州的2025亚马逊全球开店跨境峰 会上说。 据介绍，2026年，亚马逊全球开店将聚焦四个关键领域支持中国卖家：一是AI驱动赋能优品创新篇； 二是破界拓疆，开辟增长新大陆；三是智慧链动，重塑全球新跨境；四是本地助力，共创跨境新未来。 跨境电商正在发生三方面价值跃迁 "跨境电商正在发生三方面价值跃迁，即第一重跃迁是供应链管理从成本中心变为增长引擎；第二重跃 迁是竞争优势从销售驱动变为价值驱动；第三重跃迁是卖家的组织能力在AI的赋能下从区域单面手变 为全球多面手。"戴竫斐在演讲时表示。 由此，"下一代跨境链"应运而生。 据介绍，"下一代跨境链"的愿景是出口跨境电商企业只需一次在亚马逊上架选品、一次在货源所在地仓 库入仓，即可实现全球销售。"下一代跨境链"涵盖从"全球速启"阶段的一次上架、全球开售，到"全球 优化"阶段的数据洞察、精准优化，再到"全球深耕"阶段的物流解决方案FBA升级、全球 ...

Core Viewpoint - The recent "14th Five-Year Plan" emphasizes the support for the development of new business models like cross-border e-commerce and the enhancement of traditional industries, particularly textiles, to strengthen their global competitiveness and promote digital transformation in manufacturing [1] Group 1: Cross-Border E-Commerce Growth - In the first nine months of this year, driven by leading companies like SHEIN, Guangzhou's cross-border e-commerce import and export value reached 169.12 billion, contributing to a 12.5% growth in the city's foreign trade, with clothing exports surging by 18.8% year-on-year [1] - The 138th Canton Fair showcased over 310,000 overseas buyers and set multiple historical records, highlighting the global appeal of Chinese manufacturing and positioning cross-border e-commerce as a key driver of new productivity [1] Group 2: SHEIN's Supply Chain and Infrastructure Investment - SHEIN has accelerated its domestic supply chain network over the past three years, focusing on Guangzhou and surrounding cities, with a total investment exceeding 15 billion in building a comprehensive smart system covering R&D, production, warehousing, and logistics [3] - The Bay Area Supply Chain Project in Guangzhou, with a total investment of 10 billion, aims to create a modern supply chain center that will support SHEIN's global sales network and is expected to attract 100,000 industry talents upon completion [3][6] - The Bay Area Smart Industrial Park in Zhaoqing, operational since July, is designed to meet supply chain needs and stimulate local employment and growth in related sectors [3] Group 3: Digital and Green Transformation - SHEIN's model integrates cross-border e-commerce with local industrial clusters, leveraging over 10 billion in infrastructure investments to facilitate the digital and green transformation of small and medium-sized enterprises in domestic industrial belts [5] - The "small order quick response" flexible supply chain system introduced by SHEIN has reduced the average inventory rate from 30% to single digits, while also shortening payment cycles to enhance supplier focus on production [6] - SHEIN has implemented over 650 energy-saving measures by the end of 2024, significantly reducing resource consumption and providing comprehensive support for suppliers to achieve carbon reduction [6] Group 4: Talent Development and Employment - SHEIN established a training and certification base in Guangzhou to enhance the skill level of digital garment technology, addressing structural employment issues and fostering continuous innovation in the domestic fashion industry [6][8] - The company's successful practices in digitalization, intelligence, and sustainability have created millions of high-quality jobs and improved the export competitiveness of products from 400 cities across the country [8]

12月4日，2025亚马逊全球开店跨境峰会在杭州盛大开幕。会上，亚马逊全球开店重磅发布"下一代跨境链(Next Generation Global Selling)"战略，旨在凭借 世界领先的技术与运营能力，为跨境电商企业提供从本地仓库到全球客户的全方位支持，助力企业实现"一站式"全球商机解锁，让跨国销售从起步阶段即 更加高效、简单。 本次峰会正值亚马逊推出第三方卖家业务25周年，同时也是亚马逊全球开店业务进入中国10周年的重要里程碑。作为亚马逊布局全球跨境电商生态的关键 举措，"下一代跨境链"的推出标志着亚马逊卖家即将迈入"上线即售全球"的新发展阶段。 亚马逊全球开店重磅发布了"下一代跨境链" 亚马逊全球副总裁、亚马逊全球开店全球业务负责人戴竫斐(Cindy Tai)在致辞中表示："今年是亚马逊全球开店业务进入中国的十周年。过去十年，我们 有幸与广大卖家和行业伙伴携手并进，共同推动跨境电商出口发展成为外贸的重要引擎。今天，在这一具有特殊意义的时刻，我们欣喜地看到跨境电商不 仅在规模上实现飞跃，更在质量上取得突破性进展。AI等创新技术正在带来深刻变革，一系列开创性的跨境工具和服务相继推出，这让我们清晰地看到 ...

2025黑五网一大促落下帷幕，TikTok Shop交出了一份令人瞩目的成绩单： 美国站在黑五网一大促期间商品交易总额突破5亿美元大关。这一数字的背后，是 平台在北美市场的爆发式增长—— 用户数量同比增长近50%，直播场次带动销量激增84%。 | | ■页 产品 | | | 设置 | | | | | | Q 密索关键词 | 0 和她化引导 | | 销售 订单 | 来源 | 合组 | 物流 | | | | | | | 新功能 | | 自发货 | 报表 | | | 0 | | | 3.8 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ি। | 预估利润 | 广播推广 | 销售统计 | | | 权與管理 | | | | | √ ...

Core Viewpoint - The European cross-border e-commerce market is undergoing significant changes due to new tax policies and increasing scrutiny on Chinese e-commerce platforms like SHEIN and Temu, which face challenges in expanding their market presence in Europe [1][5][19]. Group 1: Regulatory Changes - The European Council has announced the implementation of a small package tax policy, which will take effect in early 2026, eliminating the previous exemption for goods under €150 [1]. - All incoming packages will now incur customs duties, VAT, and a customs inspection fee of approximately €2, which will complicate the logistics for e-commerce platforms [1][5]. - Experts suggest that these changes will shift consumer purchasing decisions from price-driven to value and trust-oriented, increasing the operational costs for sellers due to the need for more detailed customs data [5][21]. Group 2: Market Dynamics - In 2024, the EU is expected to receive 4.6 billion low-value e-commerce packages, with 91% originating from China, equating to approximately 4.186 billion packages [7][8]. - Despite regulatory challenges, Temu and SHEIN have seen substantial user growth in Europe, with Temu's monthly active users reaching 115.7 million in the first half of 2025, a 12.5% increase from the previous year [9]. - The economic downturn in Europe, exacerbated by the Russia-Ukraine conflict, has led consumers to seek more affordable options, benefiting discount retailers and platforms like Temu and SHEIN [10][11][14]. Group 3: Consumer Behavior - European consumers are increasingly turning to discount stores and e-commerce platforms for essential goods, reflecting a shift in spending habits due to inflation and economic uncertainty [10][14]. - The disparity between wealth and poverty in Europe is growing, with many middle-class consumers feeling the pinch and opting for cheaper alternatives like SHEIN [15][16]. - The demand for affordable products is evident, as consumers express a preference for low-cost options over locally produced goods, highlighting a significant market opportunity for Chinese e-commerce [15][16]. Group 4: Strategic Responses - Some sellers are considering shifting to local e-commerce platforms to navigate the new regulatory landscape, but experts argue that this strategy may be outdated due to declining marketing budgets on these platforms [19][21]. - Sellers are still required to pay customs duties regardless of whether they ship directly from China or use local warehouses, complicating the logistics further [21]. - Temu and SHEIN are viewed as the best options for sellers due to their traffic advantages and lower commission rates compared to other platforms [21][22]. Group 5: Brand Development - The long-term solution for sellers lies in building brands rather than relying solely on low-price strategies, which are unsustainable in the European market [28][31]. - Successful brand development requires a focus on product positioning, uniqueness, and alignment with market needs, as demonstrated by the success of brands like Avril Paris [31][33]. - The rise of the Print on Demand (POD) model has shown that Chinese sellers can effectively respond to market trends and consumer demands for personalized products [29][30].

亚马逊全球副总裁、亚马逊全球开店全球业务负责人戴竫斐表示："十年来，亚马逊全球开店与中国卖 家和行业各界携手，共同推动跨境电商出口逐步成为外贸发展的重要引擎之一。今天，跨境电商已经发 生了量和质的重大飞跃，AI等创新技术正带来深刻变革，一系列跨境工具和服务正在陆续出台，'下一 代跨境链'雏形已现，'上线即售全球'的愿景即将成为现实。" 新华财经上海12月5日电（记者高少华）亚马逊全球开店平台近日发布2026年四大业务战略重点，并发 布"下一代跨境链"（Next Generation Global Selling），赋能跨境电商企业"从本地仓库直达全球客户"。 亚马逊全球开店业务进入中国10周年之际，"下一代跨境链"的推出，也意味着亚马逊卖家将全面迈 向"上线即售全球"的新发展阶段。 亚马逊在全球拥有20多个国际站点，配送网络覆盖逾200个国家和地区，服务于全球顾客全品类、全价 格区间的购买需求，为中国卖家提供了多元化的发展机遇。2025年以来，中国卖家通过亚马逊全球站点 售出数十亿件商品，在美欧等成熟站点的销售额增长超过15%，在新兴站点的销售额增长超过30%。今 年，中国卖家在选品上新和销量方面稳步增长，新 ...

Core Viewpoint - The article discusses the recent release of measures aimed at promoting high-quality development of the port economy in Luohu District, focusing on leveraging the advantages of the Luohu port cluster to create a comprehensive economic zone that integrates trade, consumption, and innovation [1] Group 1: Economic Development Measures - The measures include four main directions and twelve specific initiatives to enhance trade upgrades and industrial collaboration [1] - In goods trade, the focus is on attracting high-value-added products and establishing headquarters for bulk commodity trade, along with developing cross-border e-commerce industrial parks [1] - In service trade, the initiatives target cross-border tourism, international logistics, and creative design, with plans to create digital creative art districts as service platforms [1] Group 2: Innovation and Technology - The plan emphasizes the application of new technologies and business models, particularly in the areas of "AI+" and low-altitude economy [1] - For "AI+" applications, the strategy includes promoting AI digital humans, biometric recognition services, and piloting cross-border unmanned transportation and freight [1] - The low-altitude economy will be tested at the Wenjindu port, initiating drone-based cross-border logistics delivery and exploring new models that integrate low-altitude services with cultural tourism [1]

从"货通全球"到"智连全球" "过去10年，我们依靠亚马逊把五金工具卖到全球；未来10年，亚马逊的AI工具将让企业拥有'全球智能 大脑'。"峰会现场，巨星科技高级副总裁李锋对亚马逊此次推出的"下一代跨境链"战略发出了感叹。 "下一代跨境链"以AI为核心，首次实现卖家"一次上架、一次入仓"即可触达全球200多个国家和地区的 消费者。"在'全球速启'阶段，我们新发布的跨境销售计划允许卖家直接利用现有美、英站点库存，以 低成本试探新兴市场；源仓全球履约服务则通过亚马逊全球智能枢纽仓（GWD）实现'源头入库、全球 直达'。"亚马逊全球副总裁戴竫斐在现场重磅发布。据悉，首个GWD仓库已落户深圳，计划于2026年3 月向中国卖家开放，它将整合报关、运输、分拨等环节，使跨境物流效率提升30%以上。 据介绍，更颠覆性的变革在于AI赋能运营。卖家助手升级为Agentic AI后，可自主完成库存优化、广告 投放等决策，并新增全球拓展探测器，为卖家提供定制化出海路线图。同时，创意智能体工具帮助中小 企业一键生成专业广告素材，而商品推广智购功能则通过预测消费需求，主动向顾客推荐商品。"这意 味着卖家可将70%的运营时间投入产品创新。 ...

针对跨境电商企业希望优化通关流程、加快出口效率，广州海关联合多部门创新"通关+物流"服务模 式，在广州白云机场建成"民航安检前置+海关查验前置"的"双前置"货站，帮助外贸企业"一站式"完成 清关、收运、安检、组板等操作，出口货物直送机场装机离境，等待时间缩减超50%，出口通关整体效 能提升70%。 12月3日上午，一票跨境电商网购保税进口商品经杭州海关所属义乌海关审核验放后，从义乌保税物流 中心发往消费者手中。这是义乌海关今年验放的第1亿单跨境电商进口商品，也标志着义乌跨境电商年 进口清单量首次破亿单。多位专家表示，随着高水平开放不断加深，跨境电商的舞台日益广阔，为外贸 高质量发展注入增长新动能。 "买全球""卖全球"生意热络 对素有"世界小商品之都"之称的浙江义乌来说，"跨境电商年进口清单量首次破亿"有着特殊的意义。 据了解，2019年初，义乌保税物流中心首次以跨境电商网购保税模式进口跨境电商商品，年进口量约为 870万单，次年即超过2500万单，从此义乌跨境电商进口规模持续扩大。2023年，义乌年跨境电商进口 量超6000万单，2024年超过8000万单。丰富的商品种类、成熟多元的物流网络、高效的配送体系 ...

未来，省贸促会将持续关注国际市场动态与企业实际需求，进一步整合资源、优化服务，搭建更多高效务实的学习交流与业务对接平台，为湖北企业"走出 去"提供系统性支持，共同推动全省外向型经济高质量发展。 培训会现场 据介绍，12月5日，湖北省贸促会还将联合鄂州市人民政府举办湖北（鄂州）跨境电商招商选品对接会，进一步为企业搭建跨境电商供需对接桥梁，完善跨 境电商产业链供应链发展生态。 湖北日报讯（记者李朝霞、通讯员沈贸轩）为培养跨境电商紧缺人才，促进湖北跨境电商产业发展，12月3日至4日，湖北省贸促会联合鄂州市人民政府在鄂 州跨境电商产业园举办跨境电商平台实战培训。 作为湖北唯一的专业化、国际性贸易投资促进机构，省贸促会始终以服务企业为核心，持续打造"湖北省贸促大讲堂"等品牌培训活动。今年来，已围绕企业 关注的跨境电商、国际合规、市场开拓等议题举办专题培训13期，累计服务企业超2000家，线下参训近4000人次，广受企业好评。 作为外贸数字化转型的核心引擎，跨境电商正迎来爆发式增长。然而，产业复合型实操人才紧缺成为制约企业拓展海外市场的瓶颈。行业调研显示，全国跨 境电商人才缺口年均超百万。 为此，本次培训以"贴近实战、手 ...