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【招银研究|行业深度】跨境电商行业深度报告——履约模式、市场重心和支付结算的三重变革
招商银行研究· 2025-12-03 09:27
Core Viewpoint - The article discusses the shift in cross-border e-commerce fulfillment models from direct mail small packages to overseas warehouses, driven by the cancellation of "de minimis" tax exemptions in various countries, particularly the U.S. This transition is expected to enhance efficiency and reduce costs in cross-border logistics, with a projected market size of 350 billion yuan in the next three years [2][12][20]. Group 1: Fulfillment Model Transition - The fulfillment model is transitioning from direct mail small packages to overseas warehouses due to the loss of tax exemption advantages [2][12]. - Overseas warehouses offer significant advantages over direct mail in terms of product coverage, fulfillment speed, cross-border transport costs, and after-sales service [2][17]. - The market for overseas warehouse fulfillment is expected to reach 350 billion yuan in the next three years, with a projected package volume of 8.2 billion by 2024 [20][24]. Group 2: Market Focus Shift - The focus of the market is shifting from the U.S. to non-U.S. markets due to increased tariffs and the cancellation of tax exemptions, which could affect about one-third of China's cross-border e-commerce exports [2][39]. - Emerging markets in Southeast Asia, Latin America, and the Middle East are expected to experience rapid growth, providing a new foundation for China's cross-border e-commerce exports [2][39]. - The overall e-commerce penetration rate is increasing globally, with significant growth potential in emerging markets [44][47]. Group 3: Payment and Settlement Innovations - Cross-border e-commerce payment and settlement are evolving towards multi-channel approaches that reduce costs and improve efficiency [3]. - Third-party payment solutions are becoming increasingly important by connecting directly to local payment networks and creating virtual accounts to lower fees [3]. - Blockchain technology and stablecoins are emerging as new payment methods, presenting both opportunities and challenges for cross-border e-commerce [3]. Group 4: Strategic Recommendations - The "Four Little Dragons" of cross-border e-commerce (Temu, SHEIN, AliExpress, TikTok) are promoting a semi-managed model that leverages overseas warehouses to enhance fulfillment efficiency [25][26]. - The Chinese government is continuously supporting the construction and optimization of overseas warehouses, indicating a strong commitment to enhancing cross-border e-commerce logistics [29][30]. - The market concentration of overseas warehouse suppliers is expected to increase, with third-party warehouses dominating the market [31][32].
黑龙江:边境线上掀起消费新热潮
Sou Hu Cai Jing· 2025-12-03 09:16
Core Viewpoint - The implementation of the visa-free policy for Russian tourists has significantly boosted the economy and tourism in the border cities of Heilongjiang Province, transforming them from a "transit economy" to a "destination economy" [2][8]. Group 1: Economic Impact - In the first half of the year, Heilongjiang's 18 border counties received 16.1 million tourists, with total spending reaching 9.544 billion yuan, marking year-on-year increases of 24.72% and 36.09% respectively [2]. - The city of Heihe has become the most popular border city for visa-free travelers, receiving 1.4076 million tourists during the National Day and Mid-Autumn Festival holidays, with tourism revenue reaching 1.043 billion yuan, up 55.8% and 59.43% year-on-year [4]. - The cross-border e-commerce "9610" model in Heihe saw exports of 29.596 million packages in the first half of the year, a staggering year-on-year increase of 4824.3% [17]. Group 2: Tourism Development - The Heihe International Night Market has seen daily visitor numbers exceed 30,000, with revenue increasing over sixfold compared to before renovations [7]. - The city of Suifenhe has experienced a surge in Russian tourists, with sales of winter clothing doubling and a significant increase in the second-hand car market due to high demand for Chinese electric vehicles [5]. - The city of Tiger Forest has developed unique border tourism products, including fishing and hunting tours, enhancing the cross-border travel experience [6]. Group 3: Infrastructure and Services - The Heihe water transport port has launched a hovercraft service for Russian tourists, facilitating seamless travel and boosting local consumption [4]. - Suifenhe has introduced a "smart customs clearance" service, significantly reducing the time required for customs checks and enhancing the overall visitor experience [5]. - The city of Jiamusi has established a comprehensive service network for tax refunds, with 23 refund points set up in key commercial areas [5]. Group 4: Cultural Exchange and Events - The "China-Russia Border Culture and Tourism Festival" has become a significant event, attracting over 100,000 participants and promoting cross-border tourism [14]. - The city of Mishan has developed unique cultural exchange programs, including winter fishing festivals and traditional Chinese medicine tourism, attracting international visitors [12][20]. - The integration of cultural and tourism activities has led to increased consumer spending and economic growth in border areas [13][27]. Group 5: Future Prospects - The Heilongjiang Province is focusing on enhancing its border tourism through various policies aimed at promoting cultural exchanges and economic cooperation [15]. - The province's border cities are transitioning from being seen as remote areas to becoming key hubs for international trade and tourism [27]. - The ongoing development of infrastructure and services is expected to further stimulate economic growth and enhance the overall visitor experience in the region [23].
大国五年|澎湃内需,铸就发展主锚
Xin Hua Wang· 2025-12-03 08:55
Core Insights - Domestic demand is a key driver of China's economic growth, contributing an average of 86.4% to economic growth during the "14th Five-Year Plan" period, with consumption accounting for approximately 60% of this growth [1][5][20] Group 1: Consumer Market Dynamics - China's total retail sales of consumer goods reached 50 trillion yuan, establishing it as the world's second-largest consumer market [1] - The average annual growth rate of retail sales is projected to be 5.5%, increasing from 39.1 trillion yuan in 2020 to 48.3 trillion yuan in 2024 [5] - Online retail sales in China have maintained the global leading position for 12 consecutive years [3] Group 2: Sectoral Growth and Innovations - The sales volume in sectors such as automobiles and home appliances ranks first globally [5] - The value added by the wholesale and retail industry is expected to reach 13.8 trillion yuan in 2024, marking a 40% increase compared to the end of the "13th Five-Year Plan" [5] - The integration of culture, tourism, and commerce is driving innovation in "one-stop" services, with domestic products gaining popularity both domestically and internationally [11] Group 3: Logistics and Infrastructure - The proportion of social logistics costs to GDP has decreased from 14.7% five years ago to 14.1% [13] - Over 95% of administrative villages can now access direct express delivery services [13] - The total volume of cold storage facilities in the country has reached 25.3 million cubic meters, with 495,000 refrigerated vehicles [14] Group 4: International Trade and Investment - Cumulative imports of consumer goods from 2021 to 2024 are expected to reach 7.4 trillion yuan [16] - The total expenditure of inbound tourists in 2024 is projected to be 94.2 billion USD, reflecting a 77.8% increase [16] - The actual use of foreign capital during the "14th Five-Year Plan" period reached 70.87 billion USD, with a significant increase in newly established foreign enterprises [22]
TikTok Shop美区年终大促12月2日开启
Sou Hu Cai Jing· 2025-12-03 08:12
不过,要想在这场年度大考中脱颖而出,光靠平台扶持还不够。这也是为什么越来越多的卖家开始使用 跨境电商ERP。以易仓ERP为例,其专门针对TikTok Shop开发的模块能帮助卖家抓取销售数据,自动生成各品类的销量对比图表。 具体而言, 易仓ERP的TikTok管理功能覆盖了 数据监控、广告投放、达人对接等环节。举例来说,易仓ERP达人资源库 整合了百万量级的美国本土达人, 卖家可直接将其纳入合作名单,大幅缩减建联时间。此外,易仓ERP结算中心能 直接拉取TikTok后台多店铺的财务数据,并自动生成利润报表。整个过程 无需财务人员手工制表,数据同步且可追溯,这在很大程度上这在很大程度上提升了经营的透明度。 。对于跨境卖家而言,这不仅是一年中最大的流量窗口,更是实现销售突破的最后机会。根据平台公布的细则,本次TikTok Shop年终大促覆盖了跨境自运 营(POP)与全托管两类模式,并针对不同卖家群体设计了差异化玩法。 针对POP卖家,平台重点推出了四大商品活动和五大内容场玩法。其中, 高潜力货盘包括当季爆品、囤货套组、送礼货盘、FBT高爆发商品等重点品类。值 得注意的是,符合要求的商品将被标注"Arrives ...
头部平台云集!湖北(鄂州)跨境电商招商选品对接会12月5日举办
Sou Hu Cai Jing· 2025-12-03 08:12
省贸促会相关负责人介绍,此次对接会将邀请中国服务贸易协会、中国跨境电商50人论坛、境内外跨境电商头部企业等代表出席,鄂州市政府做跨境电商产 业推介,重要嘉宾将聚焦如何发挥鄂州花湖机场全球第四、亚洲第一的独特枢纽优势,如何实现中国(鄂州)跨境电商综合试验区作为全球跨境商品集散地 的功能地位,以"1+1"的双重优势有效提升湖北支点开放辐射能力等主题作主旨演讲。 此次对接会设"鄂品出境"和"鄂汇天下"两大展区,"鄂品出境"展区将展示湖北生产的工业品、服装、玩具、家居、美容、医疗等近30类、超400种产品,助 力湖北特色产业与全球市场精准对接;"鄂汇天下"展区将汇聚通过花湖机场国际航线进口的东南亚榴莲、南美红酒、非洲咖啡豆等全球商品,通过国内电商 平台打开中国市场,实现鄂产精品与全球好货的双向奔赴。 湖北日报讯(记者李朝霞、通讯员沈贸轩)12月5日,湖北(鄂州)跨境电商招商选品对接会将在鄂州举办。活动由湖北省贸促会和鄂州市人民政府联合主 办,预计将吸引Shopee、阿里巴巴、敦煌网、希音、沃尔玛等10余家跨境电商头部平台,顺丰、新蛋、农行、交行等近40家物流、金融、海外仓等服务企 业,各省跨境电商协会、跨境电商综试区 ...
AEO认证:外贸企业的全球通关“金钥匙”与信用“通行证”
Sou Hu Cai Jing· 2025-12-03 08:07
在全球贸易的棋盘上,效率与成本是决定企业生死存亡的关键。当一批高价值订单因口岸查验而滞留,或是一笔巨额资金因逐票缴税而被占用时,企业损失 的不仅是时间与金钱,更是转瞬即逝的市场机遇。在此背景下,一项由世界海关组织(WCO)倡导的"经认证的经营者"(Authorized Economic Operator,简 称AEO)制度,已成为领先外贸企业破解困局、构建全球竞争力的核心密钥。那么,这把"金钥匙"究竟能打开哪些大门,又为何成为现代企业的战略必需? AEO认证,简而言之,是海关授予诚信守法、管理规范、供应链安全企业的最高信用等级。它绝非简单的荣誉称号,而是一套深度融合了国际供应链安全 标准与海关合规管理的认证体系。在中国,海关高级认证企业(AEO)享受着来自国内海关、国家其他部门以及国际互认伙伴的三重礼遇,其含金量远超 一张证书本身。 成为AEO企业,意味着获得了实实在在的贸易便利与竞争优势。根据官方规定,其核心红利主要体现在三个维度: 从制度设计上看,任何直接参与国际货物流动的企业,无论规模大小或处于供应链的哪个环节,理论上均可申请AEO认证。然而,以下几类企业将其视为 战略刚需,因其带来的效益提升最为显著: ...
跨境电商新十年:从粗放式生长到“向优、向新、向全球”高质量发展
Huan Qiu Wang· 2025-12-03 04:27
【环球网科技报道 记者 李文瑶】12月4日到7日,一场预计吸引超万名从业者的行业盛会——2025亚马逊全球开店跨境峰会,即将在跨境电商重镇杭州拉开 帷幕。这不仅标志着亚马逊全球开店业务在中国开展运营的十周年,也恰逢中国首个跨境电商综试区——杭州综试区设立十周年。在这一关键时间节点,峰 会落地杭州也被视为观察中国跨境电商产业演进与未来风向的重要窗口。 过去十年,中国跨境电商经历了从渠道探索到模式成熟、从价格竞争到价值创造的深刻变革。未来十年,在生成式AI技术爆发与全球消费格局重塑的背景 下,行业将如何转向更高效、更智能、更可持续的发展路径?本次峰会或试图给出部分答案。 一场峰会,一个行业的十年镜像 据亚马逊方面透露,本届峰会将围绕"向优、向新、向全球"展开,设有战略发布会、六大平行论坛、超2万平方米展区、官方讲堂等多个板块,并将聚焦于 品牌与产品、全球拓展、创新运营、本地赋能四大维度,发布数十项创新举措,包括最新的供应链解决方案,以及AI应用等前沿技术在运营、选品、广告 等多个环节的应用。 "跨境电商未来的潜力还有很大,新消费需求的兴起,AI技术的普及,跨境供应链的变革,都将给跨境电商提供新的增长路径。"亚马逊 ...
十年后,亚马逊再一次选择杭州
Hang Zhou Ri Bao· 2025-12-03 02:41
12月4日至7日,杭州国际博览中心将迎来"2025亚马逊全球开店跨境电商峰会",这是跨境电商行业 迄今规模最大、规格最高、影响最广的年度会议。 在进入中国市场的第十年,亚马逊将其年度最重要的活动放在了杭州。选择杭州,并非偶然。 今年是中国跨境电子商务综合试验区设立十周年,也是亚马逊全球开店正式在华开展运营的十周 年。二者携手,共同见证并参与了中国跨境电商发展的"黄金十年"。 全球最优生态的杭州探索 十年来,杭州综试区大胆探索,创新推出"六体系两平台"顶层设计,这一模式被国务院在全国推 广,跨境电商综试区试点扩展至177个城市。 在这片创新沃土上,企业的出海梦想加速照进现实。巨星科技从五金代工起步,借跨境电商东风打 造自有品牌WORKPRO,在亚马逊畅销排行榜上长期霸榜;可靠股份针对欧美银发市场推出自有品牌 WHYWORRY、泰普森实业深耕户外家具跨境零售,在海外市场站稳脚跟。十年来,杭州跨境电商店 铺数从获批之初的200多家增至6.5万余家,增长约325倍,99%以上为民营企业,1586家企业交易额超 2000万元。 这种旺盛生命力的背后,正是杭州精心构建的"全球跨境电商最优生态圈": 亚马逊与杭州的缘分 2 ...
直击黑五-跨境电商平台交流会议
2025-12-03 02:12
直击黑五-跨境电商平台交流会议 20251202 摘要 黑五期间亚马逊采取严格比价策略,家居、3C 数码和服装为主要销售类 目,占总销售额近 40%。服装退货率高企,达 35%-40%;智能产品表 现较好但基数小;标品电子产品增速放缓甚至负增长;保健品和汽配分 别受益于老龄化和中国卖家优势,保持 20%和 30%以上增速。 黑五网一销售额占 Q4 近 30%,是 Q4 表现的前瞻性指标。若黑五增速 不强劲,受退货和圣诞节影响,12 月销量可能下降。预计今年整体大盘 增长约 8%。第三方卖家增速高于大盘 10 个百分点,亚马逊自营业务部 分类目出现负增长,但第三方卖家增速较去年放缓。 中国品牌在亚马逊表现分化。安克部分产品表现良好,优派增速超 10%,但传统标品表现一般。石头科技和追觅份额大但增速放缓。依扣 通过新增 SKU 实现增长,卡罗特维持较高增速。绿联黑五前后两周销售 额增长约 7%。 黑五折扣两极分化,高端新品折扣不明显,标品折扣幅度约 5%,低于 Prime Day。消费者倾向于购买低价标品,汽配等垄断性类目售价因关 税上涨,但消费者仍愿购买。标品售价较去年有所下降。 Q&A 今年黑五和网一的整体销 ...
凉凉!订单大跳水!卖家集体破防…
Sou Hu Cai Jing· 2025-12-03 01:48
来源:市场资讯 (来源:船务资讯) 一年一度的黑五已经接近尾声,但无数亚马逊卖家却在这场被平台冠以"史上最长黑五"的狂欢中,陷入了一场无声的崩溃。 从11月20日到12月2日,整整12天的促销周期,没有带来预期中的订单爆单,反而演变成一场集体亏损的劫难:订单不及平日、头部品牌疯狂降价、Prime 专享折扣频繁报错逼降……种种乱象之下,不少卖家直言:"这不是大促,是慈善。" 黑五订单大跳水 今年的黑五,成为无数亚马逊卖家心中最离谱的一届。 "以为黑五是冲刺,结果是陪跑,还倒贴钱。" "黑五首日开局遇冷,流量平平,以为会有所改善没想到这种惨淡状况在整个12天的大促周期中愈演愈烈"。 据众卖家反馈,第一天的订单才是最好的。参加过三四次黑五的卖家李平之感叹:"往年黑五至少能维持3-5天的高单量,今年第一天勉强比平日多一点, 第二天就开始断崖式下跌,今天直接只剩平时的三分之一。" 与平台宣传的销售额创新高相悖,多数中小卖家的订单量不仅没涨,反而出现大幅下滑,部分类目销量不及平日促销水平。 今年这场"黑五滑铁卢"席卷全球站点: 某亚马逊卖家投入1000多美金报名Prime专享折扣,结果大促启动后平台突然报错,要求所有产品 ...