全球跨境电商圈，正加速洗牌。 "跨境一哥"亚马逊2025年新卖家注册量锐减。知名跨境电商研究机构Marketplace Pulse近日发布的报告 显示：2025年全年亚马逊新增卖家数量跌至16.5万，同比暴跌44%。这也是该机构自2015年开始统计以 来的最低纪录。 全球卖家阵营迎来"洗牌" 值得关注的是，亚马逊卖家结构也正在发生变化。中国卖家仍是新注册群体的"主力"，但有所下滑。据 Marketplace Pulse数据，中国卖家新注册数占比仍达59.9%，但出现四年来首次下滑，较2024年的62.3% 下降2.4个百分点。美国卖家在新注册卖家中的占比仅为16.3%，低于2024年的26.8%，呈持续下滑态 势。 与此同时，Temu等新兴电商平台"强势崛起"。国际邮政公司（IPC）最新发布的《2025年跨境电商消费 者调查》报告显示，2025年Temu在全球跨境电商销售中的市场份额达24%，与亚马逊持平，两家平台 合计占据了近一半的跨境销售额。除了Temu外，排名第三的SHEIN市场份额维持在9%，速卖通则为 8%。 跨境电商赛道是否已进入新旧势力博弈、存量厮杀的新阶段？此外，运营成本居高不下、头部卖家与中 ...

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Core Viewpoint - The company expects a significant increase in net profit for 2025, projecting a range of 36.5 million to 54 million yuan, representing a year-on-year growth of 154.00% to 275.78% [1] Financial Performance - The company's operating revenue is expected to slightly decline compared to 2024, while net profit attributable to shareholders is anticipated to rise year-on-year [1] - The net profit after deducting non-recurring gains and losses is projected to be between 20 million and 29.5 million yuan, indicating a turnaround from loss to profit compared to the previous year [1] Strategic Adjustments - The improvement in profitability is attributed to the company's adjustment of pricing strategies based on market conditions and differentiated operational strategies [1] - The gross margin of the cross-border e-commerce retail business has significantly increased year-on-year [1] Development Philosophy - The company adheres to a development philosophy focused on "systematizing complex logic, simplifying personnel operations, and data-driven decision-making" [1] - The core values emphasize "customer-centricity, valuing contributors, and a long-term commitment to improving efficiency" [1] - Continuous optimization of resource allocation has led to enhanced core operational capabilities and stable business development [1]

Core Insights - The report by Similarweb highlights AliExpress as one of the fastest-growing e-commerce platforms in developed markets, including the US, UK, Germany, and Australia, for the year 2025 [1][4]. Group 1: Performance Metrics - In the US, AliExpress experienced a website traffic increase of 18.7% year-on-year, making it one of the top ten fastest-growing platforms and earning the title of "2025 US Big Winner" [1][4]. - In Australia, AliExpress saw a remarkable growth of 45.5% in website visits, ranking as the fastest-growing e-commerce platform and second overall in the comprehensive ranking, just behind chatGPT [4]. - In the UK, the app downloads for AliExpress increased by 38.5%, placing it third in the comprehensive app ranking [4]. - In Germany, website traffic for AliExpress grew by 34.5%, securing the fifth position in the overall ranking, surpassing Temu [4]. Group 2: Strategic Initiatives - The user growth of AliExpress is attributed to its shift towards a "branding + localization" strategy starting in 2024, moving away from a reliance on price competition [4]. - The company launched the "Super Brand Going Global Plan" in 2025, aimed at helping brands achieve higher sales at half the cost of Amazon, attracting several leading brands such as Xiaomi, Honor, Baseus, and Nubia [4]. - In 2026, AliExpress plans to introduce a combination of "overseas hosting + brand going global," focusing on core cross-border industrial belts in Zhejiang, Guangdong, and Henan, while continuing to recruit Chinese brand merchants [5]. Group 3: Market Positioning - The report indicates that platforms providing stable logistics, clear after-sales rules, and strong brand power are more likely to gain long-term consumer loyalty, contrasting with the previous low-price competition model [4]. - On Black Friday 2025, AliExpress's download numbers in Europe surpassed those of Amazon, marking a significant entry into Amazon's core market [4]. - A survey by AMZ123 revealed that 87% of Amazon sellers plan to use AliExpress as a secondary growth channel for brand expansion [4].

Core Viewpoint - Wokefei has established a strong foothold in the Indonesian market as the largest cross-border digital retail platform for computer and mobile accessories, but it still faces challenges in diversifying into other Southeast Asian markets [1][9] Company Overview - Wokefei has submitted an application for listing on the Hong Kong Stock Exchange, with a valuation of approximately $215 million, and is expected to raise over $50 million in its IPO [1][9] - The company was founded by Xu Longhua, a former executive at TCL, and has been operating in Indonesia since 2015, gradually expanding into Vietnam, Thailand, and the Philippines [1][9] - Wokefei ranks first among Chinese cross-border e-commerce companies in the "3C" accessories segment and sixth in the small appliances sector, which is currently its fastest-growing area [1][9] Market Potential - The Southeast Asian retail market is projected to grow at an average annual rate of 6.1% from 2020 to 2024, expanding from $693.4 billion to $879.9 billion, with Indonesia being the largest market [3][11] - Indonesia's retail market size is expected to increase from $243.4 billion in 2020 to $313.3 billion by 2024 [3][11] Business Model - Wokefei's business model combines the Chinese supply chain with local logistics, operating 17 warehouses in Indonesia [4][11] - The company sells products through its own Wook app, as well as major e-commerce platforms like Shopee and Tokopedia, and utilizes TikTok for live commerce [4][11] - Wokefei has a distribution network that includes approximately 40,000 offline distributors covering around 85,000 warungs (small retail shops) [4][11] Financial Performance - The company has experienced stable revenue growth of 15% to 18% over the past two years, with revenue reaching approximately $127 million in the first nine months of 2025 [6][13] - Net profit growth accelerated from 11% in 2024 to 26% in the first nine months of 2025, with net profit reaching approximately $6.1 million [6][13] - The core product line, 3C accessories, accounts for about two-thirds of Wokefei's revenue, while small appliances and home goods each contribute about 10% to 15% [6][13] Competitive Landscape - The competitive environment in the Southeast Asian market has intensified, with more Chinese retailers entering the region [7][14] - Major brands like Midea and Supor have established a strong presence in the Indonesian home appliance market, while Xiaomi has built an ecosystem for mobile accessories across the region [7][14] Strategic Plans - Wokefei plans to use funds from its IPO to address its geographic concentration issue [7][14] - The company is tightening its R&D spending, with the ratio of R&D expenses to revenue decreasing from 2.3% in 2023 to 1.3% in the first nine months of 2025 [7][14] Overall Assessment - Wokefei's early entry into the Indonesian market and its cross-border e-commerce model leveraging low manufacturing costs in China position it well, but its late expansion into other markets may limit future growth [8][15] - Potential regulatory changes requiring higher local procurement could pressure Wokefei's cost advantages derived from its reliance on the Chinese supply chain [8][15]

Group 1 - The company, SanTai Co., Ltd. (301558), forecasts a net profit of 36.5 million to 54 million yuan for 2025, representing a year-on-year growth of 154% to 275.78% [2] - During the reporting period, the gross profit margin of the company's cross-border e-commerce retail business has significantly increased year-on-year [2]

Core Viewpoint - The company, SanTai Co., Ltd. (301558), is a technology-driven comprehensive enterprise engaged in export cross-border e-commerce retail and third-party export cross-border e-commerce logistics [1] Group 1 - The company selects corresponding payment methods based on specific overseas business models [1] - Payment for procurement is facilitated through third-party payment institutions such as LianLian and WanLiHui [1]

【环球网财经综合报道】2026年是"十五五"规划的开局之年，也是我国在全球经济格局中深化开放、创新突破的关键节点。在复杂多变的国际经济环境下， 深圳以创新服务模式、深化国际合作、优化营商环境为抓手，通过一系列创新举措推动贸易高质量发展与地方经济深度融合。作为中国对外开放的前沿阵 地，深圳不仅在进出口总额上屡创新高，更以全方位的开放实践为全国提供了鲜活的"深圳样本"。 2026年全国贸促工作会议期间，深圳市贸促会党组副书记、主任廖子彬在接受环球网采访时表示："在刚刚过去的2025年，深圳外贸顶住全球经济波动压 力，进出口总额达到4.55万亿元，规模再创新高。同时，深圳贸促的商事认证工作不断提质增效，办证业务量稳居全国贸促系统前列，2025全年共签发各类 商事文件171.23万份，同比增长29.9%，帮助企业获得进口国关税减免超45亿元。" 织密全球经贸网络，拓展国际合作空间 深圳立足"国内领先、国际一流"目标，构建多层次经贸合作体系。2025年，深圳外贸顶压前行、韧劲十足，进出口总额4.55万亿元位居内地城市首位，出口 实现"33连冠"。通过深化常态化联络合作机制、打造特色经贸交流品牌，深圳持续推动与全球资源深 ...

未来，该监管中心将全面承接四大跨境电商平台及各类企业港车业务，同步运营麻涌转关广州白云机场、深圳机场等离境业务，进一步拓宽跨境物流通 道。依托麻涌优越的区位交通优势，结合易豹集团强大的资源整合能力，中心将持续完善"仓储+物流+通关+服务"全链条产业配套，积极吸引跨境电商企 业、物流服务商、供应链管理机构等优质主体集聚，构建产业协同发展的良好生态。 据悉，易豹集团东莞麻涌跨境电商监管中心以"智能化、规范化、高效化"为核心建设理念，深度融合前沿数智技术与海关监管要求，构建起线上线下一体 化跨境电商服务体系。中心实现了货物查验、分拣、仓储、通关全流程数智化管理，确保全链路留痕可追溯；同时搭建高效智慧海关协同机制，开通 7×24小时绿色通道，实现全天候便捷通关。此外，中心还率先布局跨境电商出口退税、退运业务先行先试，为广大跨境电商企业提供智能、高效、便捷 的一站式通关物流综合服务。 · 运营后，中心全面推行"一次申报、一次查验、一地放行"的高效通关模式，实现麻涌与香港、深圳、广州等核心港口及机场的通关物流无缝对接。这一举 措将大幅缩短跨境电商货物通关时长，有效降低企业物流成本与时间成本，为大湾区跨境电商卖家打造"家门 ...

科技与制度双轮驱动，培育新质生产力 在政策支持层面，深圳整合海关、商务、贸促、工信等部门，开展"RCEP服务月"活动，举办专题培训15场，服务华为、比亚迪等企业7000余家次，助力企 业减免RCEP进口国关税约1970万美元；编纂《企业国际化经营合规指引：非洲篇》，为企业"走出去"提供风险预警和合规指导。展会经济方面，深圳精准 对接全球产业热点，组织企业参加日本人工智能展、德国传感及测量测试技术展等境外知名专业展会；成功举办第十九届深圳国际金融博览会，汇聚监管机 构、头部金融机构等重磅嘉宾，发布《中国金融形势分析》等多项权威成果，推动"中国人民大学国际金融卓越人才大湾区实践基地"在深落地，助力金融与 贸易深度融合。 0:00 / 1:18 【环球网财经综合报道】2026年是"十五五"规划的开局之年，也是我国在全球经济格局中深化开放、创新突破的关键节点。在复杂多变的国际经济环境下， 深圳以创新服务模式、深化国际合作、优化营商环境为抓手，通过一系列创新举措推动贸易高质量发展与地方经济深度融合。作为中国对外开放的前沿阵 地，深圳不仅在进出口总额上屡创新高，更以全方位的开放实践为全国提供了鲜活的"深圳样本"。 202 ...