作者 | 黄昱 编辑 | 王小娟 阿里速卖通的"超级品牌出海计划"正在让跨境电商的品牌市场格局悄然生变。 在9月的品牌出海战略升级会上，速卖通品牌出海负责人衍之透露，速卖通平台上的品牌货盘和高客单价商品成交，已经在逐步超过一些中低客单价商 品。"今天把品牌作为一个货盘来看，品牌属性的货盘已经成为速卖通的一个增长的引擎。" 速卖通为品牌出海提供了一套体系化的品牌出海策略，从品牌适应平台运营要求、依赖大促做爆发，变成平台自下而上做品牌化升级。同时速卖通也推 出"品牌服务中心"，提供小时级更新的投放效果数据、渠道转化分析、品牌人群沉淀能力，让品牌实现精细化运营。 面向消费者，速卖通上则上线了"Brand+"专属频道，通过正品认证、包邮与价保机制，强化品牌心智与信任感。 10月以来，至少10个年销售额百万美金以上的品牌，在速卖通的全球销售额已经超过亚马逊，包括硬盘品牌Kingspec、乐器品牌Hotone、办公用品品牌 Kingroon等。 一位来自深圳的3D打印品牌商独家对华尔街见闻表示，10月以来其在速卖通的日均销售额实现了对亚马逊的反超，要高出30%。在速卖通刚刚召开的双11 启动会上，速卖通也将品牌超亚马逊列 ...

Core Viewpoint - The rapid development of cross-border e-commerce has heightened consumer concerns regarding the source and authenticity of products, making quality and safety assurance a shared priority for both the industry and consumers. The "one product, one code" traceability system is emerging as a crucial technological solution in this domain [1]. Group 1: System Overview - The "one product, one code" traceability system assigns a high-standard digital identity to each product, recording its entire lifecycle from production to sale. This system can utilize QR codes, barcodes, or RFID tags, allowing consumers to access comprehensive traceability information by scanning the code [1]. Group 2: Specific Applications in Cross-Border Products - **Production Traceability**: The system records key information such as raw material sources, production dates, and batch numbers during the production phase. For instance, imported milk powder tracks the source farm and processing facility, while cosmetics document ingredient procurement locations and production environment data [2]. - **Logistics Monitoring**: The system captures data on customs clearance times, transportation routes, and storage conditions throughout the complex logistics process. For temperature-sensitive products like chocolate and wine, it records temperature control data to ensure product quality [3]. - **Customs Inspection Records**: The system automatically associates products with inspection and quarantine information, including customs sampling results and quality inspection reports, while ensuring data privacy through encryption [4]. - **Sales Verification**: Consumers can verify product authenticity and view the complete cross-border transaction record by scanning the code at the point of sale. The system also detects repeated scanning to prevent counterfeiting [5]. Group 3: Technical Implementation - **Coding Standards**: The system employs internationally recognized coding standards to ensure each code meets global quality benchmarks, incorporating essential information such as enterprise identification, product category, and production batch [6]. - **Data Collection Technology**: The system integrates IoT devices to automatically gather data across production and logistics stages, such as using smart shelves in storage to monitor product conditions in real-time [6]. - **Data Storage Solutions**: Key data is stored using blockchain technology to ensure immutability, alongside a distributed storage architecture for efficient handling of large volumes of data [10]. - **Query Interface Development**: Multiple query methods are provided, including mobile scanning and website input, with results displaying the product's entire lifecycle information [10]. Group 4: Industry Value - **Enhanced Consumer Trust**: Complete traceability information increases consumer confidence, as evidenced by a 30% reduction in return rates for products integrated with the traceability system on a cross-border e-commerce platform [11]. - **Supply Chain Optimization**: Companies can analyze data from the system to identify logistics bottlenecks and inventory anomalies, improving operational efficiency. It is estimated that businesses using the traceability system can reduce logistics losses by approximately 15% [12]. - **Strengthened Quality Control**: In the event of quality issues, the system allows for rapid identification of problem areas and precise recall of affected product batches. For example, a dairy company was able to locate and recall a problematic batch within 2 hours using the system [14]. - **Expanded Value-Added Services**: Companies can leverage traceability data to offer personalized services, such as wine merchants recommending products based on consumer query history [14]. Group 5: Implementation Considerations - **Cost Control**: It is essential to select traceability solutions based on product value, opting for higher-cost technologies like RFID for premium products while using more cost-effective QR codes for standard items [15]. - **Data Privacy Protection**: A balance must be struck between transparency and commercial confidentiality, necessitating the anonymization of sensitive data and compliance with data protection regulations in various countries [15]. - **System Compatibility**: Ensuring seamless integration with existing ERP and WMS systems is crucial to avoid information silos, with a modular design recommended for future scalability [15]. - **Consumer Education**: Providing clear operational guidance can help consumers develop the habit of scanning codes for verification, with prominent prompts on product packaging [16]. Group 6: Future Development Trends - As technology advances, the traceability system is expected to incorporate innovative applications, such as AR technology for enhanced information display and big data analytics for predicting popular product delivery routes, further increasing transparency in cross-border products [19]. Conclusion - The "one product, one code" traceability system establishes a digital "identity card" for cross-border products, enhancing transparency and trust for consumers while serving as a tool for improved management efficiency for businesses. The widespread adoption of this system is anticipated to lead the cross-border e-commerce industry towards greater standardization [21].

Core Insights - The Shanghai Municipal Development and Reform Commission announced the "Second Batch of Shanghai Free Trade Zone Linked Innovation Zone Construction Plan," adding eight key areas and five national economic and technological development zones as part of the "8+1" initiative [1][2] - The plan aims to replicate and promote successful innovations from the Free Trade Zone to enhance institutional innovation benefits across a broader range [2][4] - The construction plan includes two lists: a "Replication and Promotion List" with 57 tasks applicable to all linked innovation zones, and a "Self-Reform List" with 29 tasks tailored for local development [1][2] Replication and Promotion - The 57 replication tasks cover various sectors including investment, trade, finance, data cross-border flow, scientific innovation, and talent acquisition, with many tailored to meet specific enterprise needs [2][3] - Feedback from over 400 policy requests from enterprises was collected to ensure the proposed measures are actionable and relevant [2] Self-Reform Initiatives - The plan encourages each linked innovation zone to explore differentiated and personalized self-reform initiatives based on their unique needs and characteristics [4][5] - Specific examples include the Hongqiao International Central Business District focusing on cross-border e-commerce and the Shanghai International Tourism Resort aiming to create new tourism consumption scenarios [4][5] Sector-Specific Focus - Each district will concentrate on its advantageous industries, such as Jing'an on international consumption, Changning on platform economy, and Jiading on smart connected vehicles, aligning with the overall goal of fostering diverse industrial development [5]

Group 1 - The China E-commerce Logistics Index for September reached a new high of 112.7 points, increasing by 0.4 points from the previous month, indicating a continued upward trend in e-commerce logistics [1] - The total business volume index for e-commerce logistics in September was 132.5 points, up by 1.1 points from the previous month, reflecting robust growth in logistics activities [1] - Citic Securities suggests that since Q3 2025, the growth rate and competitive landscape of domestic e-commerce have stabilized, with platforms continuing their competitive strategies from H2 2024 [1] Group 2 - Guosen Securities highlights that there is still room for growth in e-commerce penetration in overseas markets, with strong demand for quality Chinese products among consumers [2] - The anticipated improvement in the external trade environment is leading top cross-border brands to enhance product strength and diversify regions, which increases their resilience to risks [2] - Cross-border platform companies benefit from the rising demand for outbound services and the growing buyer traffic in non-U.S. regions, presenting opportunities for potential customer growth [2]

Core Viewpoint - China's foreign trade has shown resilience and growth in the first three quarters of the year, with a total import and export value of 33.61 trillion yuan, marking a year-on-year increase of 4% [1] Group 1: Trade Performance - Exports reached 19.95 trillion yuan, growing by 7.1%, while imports totaled 13.66 trillion yuan, experiencing a slight decline of 0.2% [1] - In September alone, the total trade value was 4.04 trillion yuan, reflecting an 8% increase [1] Group 2: Trade Dynamics - The trade environment is characterized by stability, with exports and imports showing continuous growth for four consecutive months [2] - Major provinces such as Guangdong, Jiangsu, Zhejiang, Shanghai, and Shandong contributed over 80% to the national trade growth, with a combined increase of 5.2% [2] - China's share of global goods trade stood at 11.8% in the first seven months, maintaining its position as the world's largest goods trader [2] Group 3: Emerging Trends - There is a notable shift towards higher quality and innovative export products, with industrial robot exports increasing by 54.9% and wind power equipment exports rising by 23.9% [2] - Traditional cultural products like dragon boats and wood carvings are gaining popularity in international markets [2] Group 4: Trade Entities and Confidence - The number of foreign trade entities reached 700,000, surpassing the total from the previous year [3] - Export and import enterprise confidence indices have shown a positive trend, with five months of rising confidence for exporters and three months for importers [3] - China's trade partnerships have expanded, with the country being among the top three trade partners for 166 countries and regions, an increase of 14 from the previous year [3] Group 5: Cross-Border E-commerce - Cross-border e-commerce has emerged as a new growth driver, with an estimated import and export value of 2.06 trillion yuan, up by 6.4% [3] - Exports in this sector were approximately 1.63 trillion yuan, growing by 6.6%, while imports were around 425.54 billion yuan, increasing by 5.9% [3] - Popular export items include clothing, jewelry, and electronics, while imports mainly consist of beauty products, food, and healthcare items [3] Group 6: Future Outlook - Despite facing various challenges, the fundamentals of China's economy remain strong, with a stable market and complete industrial system expected to support continued foreign trade growth [4]

10月9日，记者从延安市商务局获悉：1月至8月，延安全市跨境电商贸易额达8517万元，与去年同 期相比增长16倍，跨境电商企业达到65家。 据了解，2024年以来，延安市积极拓展产业园区"新赛道"，推进跨境电商综试区建设取得新突破。 今年1月至8月，延安全市外贸进出口总值16.17亿元，增长4.1%，增速居全省第三。其中出口1.72亿 元，增长58.3%，增速居全省第一。 目前，延安新区跨境电商产业园建成投用，宝塔区、高新区跨境电商产业园建设稳步推进，将形成 全市"一主两辅"产业园区发展格局。 延安市商务局相关负责人表示，下一步，延安市将全面实施开放带动行动计划，加快推动延安保税 物流中心（B型）和跨境电商产业园建设，有力促进跨境电商综试区建设取得更大实效，推动更多产品 走出去，更多项目引进来，有条件的企业走出国门，切实以高水平对外开放推动跨境电商综试区发展， 为延安经济社会高质量发展注入新动能。（记者：周恒宇） ...

Core Viewpoint - Despite a complex external environment, China's foreign trade has shown resilience, achieving growth in imports and exports in the first three quarters of the year, with total trade reaching 33.61 trillion yuan, a year-on-year increase of 4% [1] Group 1: Trade Performance - In the first three quarters, exports amounted to 19.95 trillion yuan, growing by 7.1%, while imports were 13.66 trillion yuan, a slight decline of 0.2% [1] - In September alone, total trade reached 4.04 trillion yuan, marking an 8% increase [1] - The trade performance is characterized by a steady increase in both exports and imports for four consecutive months [2] Group 2: Regional Contributions - Major provinces such as Guangdong, Jiangsu, Zhejiang, Shanghai, and Shandong contributed significantly, with a combined growth of 5.2% in trade, accounting for over 80% of the national growth [2] - China's share of global goods trade stood at 11.8% in the first seven months, maintaining its position as the world's largest goods trader [2] Group 3: Emerging Trends - The export of industrial robots surged by 54.9%, and wind power equipment exports increased by 23.9%, indicating a shift towards higher quality and innovative products [2] - Traditional cultural products like dragon boats and wood carvings have gained popularity in international markets [2] Group 4: Trade Entities and Confidence - The number of foreign trade entities reached 700,000, surpassing the total from the previous year [3] - Export confidence has risen for five consecutive months, while import confidence has increased for three months [3] - China has expanded its trade partnerships, being among the top three trading partners for 166 countries and regions, an increase of 14 from the previous year [3] Group 5: Cross-Border E-commerce - Cross-border e-commerce has emerged as a new growth driver, with an estimated trade volume of 2.06 trillion yuan, a growth of 6.4% [3] - Exports through cross-border e-commerce reached approximately 1.63 trillion yuan, growing by 6.6%, while imports were about 425.54 billion yuan, increasing by 5.9% [3] Group 6: Future Outlook - Despite facing various pressures, the fundamentals of China's economy remain strong, with a stable market and a complete industrial system expected to support future trade stability [4]

从让中国消费者"买全球"到助力中国品牌"卖全球"，行云的十年转型折射出中国跨境电商的蝶变。王维 坚信，中国制造业正从低附加值向高附加值转换，在跨境电商的征途上，行云也将始终秉持"行到水穷 处，坐看云起时"的智慧与韧性，在国际贸易的数字化浪潮中继续稳步前行。 ◎记者丁鹏 "行云这个名字，取自唐代诗人王维的诗句'行到水穷处，坐看云起时'，同时与公司创业之初的口号'跨 境行家，货源云集'相呼应。"行云集团创始人、董事长王维日前在接受上海证券报记者采访时表示，行 云创立十年也确实经历了不少"行到水穷处"的时刻，但也总能"坐看云起时"。 "我们的愿景，始终是让全球买卖变得更简单。"王维介绍，行云在中国跨境电商发展的浪潮中，坚 持"买全球""卖全球"的初心，从两室一厅的民宅创业，到成为布局全球72个国家和地区的跨境电商龙 头，年交易额从500万元快速增长到500亿元。未来，行云将通过AI等新技术的赋能，将更多的中国好 商品卖到国外去。 看准大势，从五人起家到行业独角兽 "当时跨境电商是一个非常好的风口，而我的初心就是让中国消费者能买到全世界最好的东西。"王维回 忆说，公司创业初期，他和四个小伙伴一起从中兴辞职，在深圳一套 ...

为促进跨境资金自由流通，《方案》明确，联动创新区将探索优化上海市内、自贸试验区外FT账户适 用范围拓展名单的申请流程。深化跨国公司本外币一体化资金池试点，支持跨国公司主办企业通过国内 资金主账户代境外成员企业办理其与境内成员企业或境外主体之间的集中收付。开展外债登记管理改革 试点，符合条件的企业可以办理一次性外债登记，不再逐笔办理外债签约登记。允许银行业金融机构按 相关规定向境外金融同业跨境拆出短期人民币资金。允许试点地区符合条件的融资租赁公司与其下设的 特殊目的公司（SPV）共享外债额度。 为有序推进数据跨境流动，联动创新区将在国家数据跨境传输安全管理制度框架下，允许金融机构向境 外传输金融监管部门认可的日常经营所需的数据。优化科研数据跨境流动管理，实施科研数据分类分级 管理，探索建立科研数据交易流通、跨境传输、安全保护等制度和标准规范。企业和个人因业务需要确 需向境外提供数据，且符合国家数据跨境传输安全管理要求的，可以向境外提供。支持探索"来数加 工"等新业态和新模式。 在自主改革清单方面，《方案》全力支持打造各具特色的产业新形态。具体来看，支持虹桥国际中央商 务区联动创新区发展跨境电商产业、支持上海国际 ...

作为拼多多旗下的跨境电商平台，TEMU以其独特的"全托管运营模式"在全球市场快速发展。该模式下，商家主要负责供货，而平台则承担运营、物流及售 后等环节。本文将客观解析TEMU所采用的多种物流配送方式。 TEMU跨境电商的物流模式解析 这种方式物流时效相对较快，从中国发往美国通常可在5–12天内完成投递。不过，物流成本因渠道而异，且售后责任由商家自行承担，因此更适合已具备海 外仓配能力、日均单量较大的品牌或头部卖家。 三、海外联合仓模式 TEMU在海外设立联合仓，卖家提前将货物备至这些仓库中，由平台统一进行订单履约和本地发货。其优势在于派送时效显著提升，普遍可实现2–4日达， 有助于提升消费体验。物流费用由平台统一定价，售后也由平台负责处理。 四、虚拟海外仓模式 统仓统配是TEMU最主要的物流方式。商家仅需将商品运送到国内指定的中转仓库，后续的打包、国际干线运输、清关以及海外末端派送等环节全部由平台 负责完成。 该模式的优点在于，商家无需处理复杂的跨境物流问题，综合成本较低，操作效率较高。同时，售后及赔付机制较为明确，非常适合入门级卖家及中小型商 家。 二、官方直发模式 在该模式下，商家可选择从自有海外仓或国内 ...