Core Viewpoint - China's goods trade achieved a year-on-year growth of 4% in the first three quarters of this year, with exports increasing by 7.1% and imports slightly declining by 0.2% [1][2]. Group 1: Trade Performance - In the first three quarters, China's total goods trade reached 33.61 trillion yuan, with exports amounting to 19.95 trillion yuan and imports at 13.66 trillion yuan [1]. - In September alone, the total trade volume was 4.04 trillion yuan, reflecting an 8% increase [1]. - The trade performance remained resilient despite a complex external environment, with exports of industrial robots surging by 54.9% and wind power equipment exports increasing by 23.9% [2][3]. Group 2: Export Dynamics - The export structure has been optimized, with a notable increase in high-tech and traditional craft products, such as dragon boats and wood carvings, gaining popularity in international markets [3]. - The five major provinces (Guangdong, Jiangsu, Zhejiang, Shanghai, and Shandong) contributed over 80% to the national trade growth, with a combined increase of 5.2% [3][4]. - China's share of global goods trade remained at 11.8% in the first seven months, maintaining its position as the world's largest goods trader [3]. Group 3: Cross-Border E-commerce - Cross-border e-commerce has emerged as a new growth driver, with imports and exports reaching 1.37 trillion yuan in the first half of the year, a 10.3% increase [5][7]. - The main export products include clothing, jewelry, and electronics, while imports are primarily beauty products, food, and healthcare items [5]. - In the first three quarters, cross-border e-commerce trade was approximately 2.06 trillion yuan, growing by 6.4%, with exports at around 1.63 trillion yuan and imports at about 425.54 billion yuan [7].

据介绍，速卖通将继续聚焦"返佣激励+海外托管+品牌出海"：对优质POP商家提供最高7%销售额的返 佣，已有商家最高拿到3万美元；"海外托管"覆盖国家扩至30+，本地备货量激增；持续发力品牌出海， 推出"Brand+"频道，让品牌以亚马逊一半成本实现更高成交。 新浪科技讯 10月14日下午消息，今天，阿里旗下跨境电商平台速卖通公布了海外双11和黑五活动时 间：11月8日启动预热，11月11-19日为双11售卖。11月20日起无缝衔接黑五，一直持续到12月3日。 责任编辑：江钰涵 ...

双11前，速卖通"海外托管"覆盖国家市场扩至30多个，商家将货品提前备至当地市场海外仓后，由平台 统一负责后续的销售、营销与用户运营，并可享受"local+"（本地现货）打标；部分国家还上线了官方 物流，本地配送时长节约了50%。 平台数据显示，目前速卖通家具、家电等大件商品中，超50%成交额来自"海外托管"。此外，至少已有 10万棵人造圣诞树正在运往海外，将在双11及黑五期间加入"海外托管"，创下节日大件商品备货新高。 扬子晚报/紫牛新闻记者 徐晓风 据介绍，速卖通将继续聚焦"返佣激励+海外托管+品牌出海"：对优质POP商家提供最高7%销售额的返 佣，已有商家最高拿到3万美元；"海外托管"覆盖国家扩至30+，本地备货量激增；持续发力品牌出海， 推出"Brand+"频道，让品牌以一半成本实现更高成交。 对于不适合空运、跨境直发周期长的大件商品来说，专门服务本地化履约的"海外托管"模式成为双11增 长关键。 今天，阿里旗下跨境电商平台速卖通公布了海外双11和黑五活动时间：11月8日启动预热，11月11-19日 为双11售卖。11月20日起无缝衔接黑五，一直到12月3日，为跨境商家带来长达1个月的生意爆发。 ...

Core Insights - The "Silk Road E-commerce" initiative is revitalizing cross-border trade through digital means, with the Ministry of Commerce announcing 33 exemplary cases, highlighting Zhejiang Province's leadership with 6 cases selected, tied for first with Shanghai [1][3] - Notable cases from Hangzhou include innovative models such as "direct procurement + brand incubation + digital marketing" to enhance cooperation with Australia and New Zealand, and a new educational paradigm for e-commerce collaboration with Africa [1][2] Group 1 - The "Silk Road E-commerce" initiative showcases Zhejiang's innovative capabilities and practical achievements in international cooperation [1][3] - Youhao World E-commerce Company is leveraging a model that combines direct procurement, brand incubation, and digital marketing, aiming for a sales target of 650 million yuan in 2024 [1][2] - The partnership with Alibaba Business School has led to the establishment of Africa's first cross-border e-commerce undergraduate program, training 77 students and 39 graduates [2] Group 2 - Haicang Technology has developed a new cross-border e-commerce model that integrates bonded warehouse live streaming, digital product selection, and comprehensive supply chain services, achieving a GMV of over 600 million yuan [2] - The company has facilitated nearly 1,000 live streaming events and connected over 2,000 brands and channels, significantly enhancing cross-border e-commerce operations [2] - Zhejiang Province is committed to deepening "Silk Road E-commerce" cooperation, focusing on policy communication, industry promotion, capacity building, and talent development [3]

2025年10月13日，亚马逊向所有卖家发布公告：根据中国《2025年第15号公告》要求，亚马逊将自10月起每季度向中国税务机关报送中国卖家的涉税信息。 | 数据点 | 已取得商业登记证的卖家 | 未取得商业登记证的卖家 | | --- | --- | --- | | 商业登记证上的名称 | 是的 | 不 | | 统一社会信用代码/纳税人识别号 | 是的 | 不 | | 国民身份证上的姓名 | 不 | 是的 | | 国民身份证类别和号码 | 不 | 是的 | | 国民身份证签发国家/地区 | 不 | 是的 | | 地址 | 是的 | 是的 | | 网上商店名称 | 是的 | 是的 | | 商店网址(可选) | 是的 | 是的 | | 银行账户详情* | 是的 | 是的 | | 联系人姓名 | 是的 | 是的 | | 联系电话号码 | 是的 | 是的 | 此次调整对亚马逊卖家的实际影响远超表面，最直接的挑战在于税务成本的显性化。此前部分通过个人账户收款、利润未规范申报的卖家，将面临补缴税款 与滞纳金的风险。更深远的影响则在于经营模式的颠覆，当亚马逊平台交易数据与税务系统直连，卖家定价策略中的税费预留空间需重新测 ...

Core Viewpoint - The stock price of Saiwei Times has experienced fluctuations, with a recent decline of 2.07% and a total market capitalization of 9.171 billion yuan as of October 14 [1] Group 1: Stock Performance - As of October 14, the stock price is 22.73 yuan per share, with a trading volume of 54.895 million yuan and a turnover rate of 1.22% [1] - Year-to-date, the stock price has increased by 0.98%, but it has decreased by 8.24% over the last five trading days and 7.15% over the last twenty days [1] - Over the last sixty days, the stock price has risen by 13.76% [1] Group 2: Financial Performance - For the period from January to June 2025, Saiwei Times achieved a revenue of 5.346 billion yuan, representing a year-on-year growth of 27.96% [2] - The net profit attributable to the parent company for the same period was 169 million yuan, showing a year-on-year decrease of 28.18% [2] - Since its A-share listing, the company has distributed a total of 421 million yuan in dividends [2] Group 3: Business Overview - Saiwei Times, established on May 31, 2012, is located in Longgang District, Shenzhen, Guangdong Province, and was listed on July 12, 2023 [1] - The company's main business involves technology-driven cross-border e-commerce, with revenue composition of 92.32% from cross-border e-commerce, 6.53% from logistics services, and 1.16% from other sources [1] - The company is classified under the Shenwan industry category of retail trade - internet e-commerce - cross-border e-commerce [1]

Core Insights - China's service exports are experiencing significant growth, with an average annual increase of 7.3% from 2014 to 2024, driven by both domestic and international demand for services [1][7][10] - The Chinese government has introduced new policies to promote service exports, aiming to enhance international competitiveness and support various sectors [7][8][10] Group 1: Service Trade Growth - The service trade in China has shown resilience amid global uncertainties, with service import and export totals reaching 52,476.9 billion yuan, a year-on-year increase of 7.4% [4] - Knowledge-intensive service exports have surpassed 11,784 billion yuan, growing by 9.4% and accounting for over 50% of total service exports [4][5] Group 2: Policy Support and Market Development - The Chinese government has implemented practical measures to facilitate service exports, including optimizing tax refund processes and enhancing financial services for small and medium enterprises [8][10] - Specific sectors such as digital services, high-end design, and supply chain services are being prioritized for support under the new policies [7][8] Group 3: Industry Trends and Opportunities - The integration of digital technology with service offerings is creating new business models, allowing for a comprehensive service solution rather than isolated services [5] - Cultural products and creative services, such as gaming and online literature, are gaining traction in international markets, with companies like NetEase successfully expanding their global presence [9][10] Group 4: Regional Initiatives - Various provinces are actively developing their service trade capabilities, with Zhejiang aiming for service import and export totals exceeding 8,500 billion yuan by 2027 [11]

本文转自【央视新闻客户端】； 10月13日，国新办举行发布会，海关总署相关负责人介绍，跨境电商近年来已经成为拉动外贸增长的新 动能。前三季度，我国跨境电商进出口约2.06万亿元，增长6.4%。其中，出口约1.63万亿元，增长 6.6%；进口约4255.4亿元，增长5.9%。 近年来，海关开展了"先查验后装运"试点，推广跨境电商零售出口跨关区退货，简化企业出口申报手 续，积极支持"跨境电商+中欧班列"等物流模式创新。此外，还优化税款支付模式，推出了税款电子支 付，让"数据多跑路，企业少跑腿"。 ...

Star Brands - Ye Guofu, the founder of Miniso and non-independent director of Yonghui Supermarket, emphasized the importance of direction in the company's transformation, stating that progress is key and that they will achieve great success [2] - Yonghui Supermarket's CEO Wang Shoucheng reported an average customer traffic increase of 80% in the transformed stores, with 102 stores achieving a net promoter score (NPS) average exceeding 40, and 19 stores surpassing 50 [3] - Yonghui plans to develop 100 billion-yuan-level flagship products over the next three years, collaborating with 200 core strategic partners to create compelling reasons for consumers to choose Yonghui [4] Consumer Platforms - Alibaba's cross-border e-commerce platform Lazada has integrated with Tmall to facilitate easier access for Tmall merchants to Southeast Asian markets, indicating a growing trend in cross-border e-commerce [5] - AliExpress has reported over 100,000 artificial Christmas trees being shipped overseas in preparation for the Double 11 and Black Friday sales, marking a new high in holiday inventory [6] - A report on outdoor sports consumption revealed that 60% of users on the Dewu app spend over 8,000 yuan annually, with a significant portion of users being from Generation Z [7] Investment and Financial Reports - Nanchao Foods reported a September consolidated revenue of 276 million yuan, reflecting a slight year-on-year increase of 0.0016% [12] - Eight Horses Tea has passed the listing hearing at the Hong Kong Stock Exchange, with joint sponsors including Huatai International and Agricultural Bank of China International [13] Macro News - The General Administration of Customs reported that China exported over 50 billion yuan worth of holiday goods, dolls, and animal-shaped toys in the first three quarters, highlighting the global appeal of domestic products [15]

10月13日，国务院新闻办举行新闻发布会，介绍前三季度进出口情况。据海关统计，今年前三季 度，我国货物贸易进出口33.61万亿元，同比增长4%。其中，出口19.95万亿元，增长7.1%；进口13.66 万亿元，下降0.2%。9月，进出口4.04万亿元，增长8%。海关总署副署长王军说："我国货物贸易顶住 压力，实现平稳增长，展现出较强韧性，有底气、有朝气、有锐气。" 有进出口实绩的外贸经营主体首次达70万家，超去年全年总量 "今年以来，我国外贸在复杂的外部环境下顶压前行，延续稳中向好发展势头。各地各部门攻坚克 难、努力拼搏，广大外贸企业积极应变、开拓创新，我国外贸韧性彰显、结构优化，实现了量质齐升， 成绩来之不易。"王军介绍。 前三季度外贸增速何以逐季加快 我国货物贸易顶住压力，实现平稳增长，同比增速达4% 产业体系完备筑牢增长基础。我国工业制品出口份额自2008年起就稳居全球首位，近年来占比均接 近两成。我国制造业出口已连续8年增长，前三季度继续增长7.1%。 创新水平提升激发增长潜能。前三季度，我国出口高技术产品3.75万亿元，增长11.9%，对同期整 体出口增长贡献率超三成。 适配市场需求拓展增长空间。越 ...