Core Insights - Hainan Free Trade Port is set to officially launch its full island closure on December 18, 2023, aiming to become a significant gateway for China's new era of opening up [1] - The province is actively expanding its institutional openness and enhancing the facilitation of trade and investment, with a focus on cross-border flow of production factors [1][2] Group 1: Immigration and Travel - As of mid-October 2023, over 1.06 million foreign visitors have entered and exited Hainan, with nearly 90% entering under the visa-free policy [2] - Sanya has launched 40 international flight routes covering Europe, Northeast Asia, and Southeast Asia, contributing to increased tourist flow [2] - The implementation of a "smart border inspection" system has streamlined the entry process, making "no-sense customs clearance" a norm [2] Group 2: Digital Trade and E-commerce - In 2024, Hainan's digital trade export value reached 16.93 billion yuan, a year-on-year increase of 79.7%, with cross-border e-commerce trade amounting to 8.51 billion yuan [3] - The introduction of the "Hainan Free Trade Port Data Exit Management Negative List (2024 Edition)" has facilitated the growth of digital service trade enterprises [3] - Dun & Bradstreet has established its overseas data processing operations in Hainan, leveraging the region's open data policies to enhance global supply chain connectivity [3] Group 3: Medical and Biopharmaceutical Industry - The Boao Lecheng International Medical Tourism Pilot Zone has seen the establishment of over 30 medical institutions and partnerships with over 180 pharmaceutical and medical device companies [4][5] - The zone has introduced more than 500 types of international innovative medical devices, benefiting over 180,000 patients [5] - The approval process for medical devices has been expedited, with some products receiving market approval two years faster than the national average [3][4]

Core Insights - The traditional year-end shopping season in Europe and the US, marked by "Black Friday," is witnessing a significant participation of Chinese products, which are reshaping the global consumption landscape through technological empowerment and supply chain advantages [1][2] - Despite the growth in orders during this period, Chinese merchants face new challenges due to tariff adjustments and policies targeting Chinese goods and e-commerce platforms [2][4] - The shift from "cost-driven" to "technology and culture integration" in Chinese exports is accelerating, necessitating a multi-faceted approach to overcome challenges [1][13] Group 1: Market Dynamics - Amazon launched its "Black Friday" promotions on November 20, with other platforms like TikTok Shop and Temu also engaging in extensive sales activities [2] - Chinese exports, particularly in sectors like lithium batteries and AI toys, have seen significant growth, with sales to the US market increasing over 60% year-on-year [2][3] - The overall shipping volume from September to October increased by approximately 20% to 30% compared to the previous year, indicating a robust pre-holiday demand [2] Group 2: Pricing and Consumer Behavior - Chinese brands are prominently featured in European retail, with significant discounts on products such as Xiaomi phones and Haier refrigerators, showcasing competitive pricing strategies [3] - The new tariff policies in the EU and the UK are expected to impact pricing, with consumers expressing concerns over potential price increases in the future [4][5] - A survey indicated that 61% of consumers plan to increase their spending during "Black Friday," with an average budget of 312 euros, highlighting a strong consumer interest despite rising costs [6] Group 3: Regulatory Challenges - The EU's decision to eliminate the tax exemption for packages under 150 euros is seen as a direct challenge to Chinese e-commerce platforms, which have rapidly gained market share [4][7] - Similar tariff policies are being implemented in the UK and the US, with the aim of increasing tax revenue but potentially leading to higher prices for consumers [4][8] - Retailers are adjusting their promotional strategies in response to these tariffs, with some reducing the variety of discounted items and others eliminating uniform discounts altogether [4][9] Group 4: Future Trends - The transformation of Chinese exports is characterized by a shift towards high-tech and design-oriented products, moving away from basic consumer goods [12][13] - The future of Chinese exports is expected to focus on digitalization, sustainability, and service-oriented solutions, with emerging sectors like green energy and smart hardware showing high growth potential [13]

Core Insights - The global Black Friday promotion by TikTok Shop has successfully expanded from the US to seven additional markets, including the UK, Germany, France, Italy, Spain, Japan, and Mexico, showcasing a strong initial performance [1] - Cross-border self-operation (POP) has seen significant growth, with sales doubling in the UK and EU on the first day, and Japan also reaching peak sales, driven by content and localized strategies [1][2] - The full-service model has also performed well, with multiple countries achieving record daily sales, particularly in Japan and Mexico, indicating a robust demand for winter essentials [5][6] Cross-Border Self-Operation (POP) - In the POP segment, the UK and EU markets experienced a doubling of sales on the first day, setting historical records, while Japan also reached peak sales, with influencer live-streaming generating nearly 150% growth in GMV [1][2] - Brands like RUILILY and PUFFIT.UK leveraged viral short videos and live-streaming to achieve significant viewer engagement and sales, demonstrating the effectiveness of content-driven strategies [2] - The product mix has shifted to include practical items such as home appliances and winter clothing, catering to both personal use and gift-giving during the Black Friday period [3] Full-Service Model - The full-service model has shown impressive results, with the UK market achieving record sales on multiple occasions, and Japan's live-streaming GMV surging over 300% [5][6] - Popular items in various markets include winter basics like knitted sweaters and outerwear, highlighting the model's ability to effectively market and distribute high-demand products globally [6] Peak Days Strategy - For the POP model, merchants in the UK, EU, and Japan are advised to enhance the atmosphere and pricing of core products, increase quality short video content, and extend live-streaming durations to convert peak exposure into actual sales [8] - In the full-service model, UK and EU merchants should increase advertising spend during peak periods to ensure stable supply of best-selling items, while Mexican merchants are encouraged to utilize platform subsidies to boost advertising efforts [8] - The overall success of TikTok Shop during Black Friday across multiple markets underscores its role as a key growth engine for cross-border merchants [8]

"无感通关"，进出琼岛更便捷；数智赋能，贸易往来更高效；先行先试，政策落地落细……海南奋力打 造高水平对外开放新高地。今年12月18日，海南自由贸易港将正式启动全岛封关。 2024年12月，习近平总书记在听取海南省委和省政府工作汇报时强调："努力把海南自由贸易港打造成 为引领我国新时代对外开放的重要门户，奋力谱写中国式现代化海南篇章。"2025年11月，习近平总书 记在听取海南自由贸易港建设工作汇报时强调："解放思想、改革创新，分步骤、分阶段构建与高水平 自由贸易港相适应的政策制度体系。" 深入贯彻落实习近平总书记重要指示精神，海南稳步扩大制度型开放，积极推进商品和要素流动型开 放，更好促进生产要素跨境流动，贸易投资自由化便利化水平不断提高。 "边检手续很快办完，通关非常顺利。"近期来三亚度假的英国旅客凯伦说。去年2月9日起，我国扩大59 国人员免签入境海南事由，除旅游外，增加商贸、访问、探亲、医疗、会展、体育竞技等事由；与单方 面免签、全面互免签证等政策叠加，86个国家人员可免签入境海南。 免签政策红利加速转化为客流吸引力。截至10月中旬，今年海南入出境外国人已超106万人次，免签入 境者占入境外国旅客总数 ...

2024年广东对外投资企业境外销售收入超4000亿美元 近年来广东外贸向价值链上游攀升，人工智能开发等数字贸易增速显著，企业"走出去"意愿持续高涨。 11月28日，广东举行"'十四五'广东成就"系列主题新闻发布会，介绍在"十四五"时期当地实施"五外联 动"（外贸、外资、外包、外经、外智）推进高水平对外开放的整体情况和主要成就。 外贸新业态新动能增长强劲 在外贸方面，"十四五"头四年，广东外贸进出口年均增长6.5%，规模连续39年居全国首位，2021年、 2024年接连迈上8万亿元、9万亿元两个标志性大台阶。今年1-10月，全省进出口7.8万亿元、增长 3.7%，保持良好发展态势。 广东省商务厅厅长张劲松在发布会上介绍，广东的外贸市场布局更趋多元，对欧盟进出口年均增长 7.8%，规模突破万亿元；对东盟进出口年均增长7.5%，东盟成为当地第一大贸易伙伴；对共建"一带一 路"国家进出口年均增长8.1%，占全省比重提升至38.3%。 近几年，广东已培育出2个万亿级（电子信息、现代轻工）、1个5000亿级（AI产品）、8个千亿级（家 电、家具、灯具、电力装置、农产品、机械设备、汽车及零配件、锂电池）、5个百亿级（医疗器 ...

wildberries启明星计划正在引导中国品牌出海进入一个全新的深水区——从卖出去，到留下来；从流量驱动，到内容驱动；从以价格吸引注意力，到以文化 赢得信任。过去十年，"中国制造"在全球市场的崛起令人瞩目，但与此同时，中国品牌长期面临着"出得去却留不下"的核心困境。 为此，启明星项目确立了以"内容驱动的品牌出海"为核心战略，从根源上解决中国卖家在视觉、语言、服务和认知四大层面的落地难题。具体来说，项目通 过以下五大路径，构建起一条完整的"内容+品牌"出海闭环： 一、内容本地化，从"看得懂"变成"看得上" 大多数中国卖家的产品详情页仍然沿用国内电商习惯——白底图、堆参数、用大字加重价格优势。但在欧洲，用户更倾向于"情景感""真实性""软语言表 达"。启明星项目成立"内容共创联盟"，联合来自波兰、捷克、罗马尼亚等地的摄影师、设计师、文案策划人，共同为入驻卖家定制本地化商品图、包装设 计、详情页语言与展示结构。 以一家宁波厨房用具品牌为例，原本采用"白底对比图+功能强描述"的页面设计，在启明星的协助下改版为"家庭厨房生活场景图+轻对话式语言"，点击率提 升了72%，停留时间提高近一倍。 此外，平台提供多语言AI初 ...

在全球跨境电商市场迅猛发展的背景下，启明星计划作为新兴的跨境赋能平台，近年来凭借创新的商业 模式和强大的市场扩展能力，迅速吸引了众多商家和用户的关注。随着跨境电商行业的持续增长，启明 星计划于近期宣布了其未来五年的发展战略，标志着平台将从"线上模式"向"实体化运营"转型，并全面 布局全球市场。这一战略布局不仅涉及未来1年、3年、5年的规划，还涵盖了平台在不同阶段的目标和 方向，进一步展示了启明星计划的长期发展愿景。 近年来，全球供应链的重构推动了跨境电商行业的加速增长。特别是俄罗斯和欧亚市场的快速崛起，使 得这些地区成为跨境电商平台重要的拓展阵地。根据多家第三方机构的报告，2022年至2024年期间，俄 罗斯的线上零售市场规模持续上涨，平台如Wildberries等在东欧和中亚地区占据了显著的市场份额。这 一发展趋势不仅促使传统跨境电商平台加速布局，也为新兴平台提供了难得的发展机遇。 启明星计划作为"商家助力+用户参与"的跨境赋能平台，凭借灵活的运营模式和精准的市场定位，成功 利用全球供应链的重构机遇，获得了迅猛的增长。随着平台用户数量的提升及合作商家数量的增加，启 明星计划逐渐从原有的轻资产数字化服务模式， ...

今天分享的是：2025年跨境电商供应链重构与海外仓布局策略报告 报告共计：39页 2025年跨境电商海外仓发展与供应链重构报告总结 2025年全球贸易格局面临结构性重构，贸易环境复杂多变，全球贸易量预计收缩3.5%，同时消费者行为深刻转变，对商品性价 比、配送时效和服务质量提出更高要求，订单碎片化趋势明显，跨境电商供应链面临多重挑战。在此背景下，海外仓从辅助物 流设施升级为战略性基础设施，成为供应链重构的核心要素。 海外仓发展已形成多元格局，截至2025年初，服务中国跨境电商的海外仓企业超1500家，数量合计超5300个，呈现多元化、智 能化、网络化发展态势。区域分布上，北美市场占据主导地位，东南亚市场增速最快，中东、拉美等地区仍有较大发展空间。 类型上，三方仓、平台仓、自营仓互补发展，三方仓凭借一站式服务成为中小企业首选，平台仓与电商平台深度协同，自营仓 则适合规模大、供应链控制需求高的企业。 海外仓的战略价值显著，成本方面，通过批量清关和规模化配送，综合成本较空运节省40%-60%，关税成本降幅可达60%以 上；效率方面，配送时效压缩至3天，远优于跨境直邮的14天以上。同时，海外仓支持本地退换货，提升消费 ...

近日，招商银行南通分行为当地新兴电商企业南通ML水晶有限公司提供全流程定制化跨境金融服务， 以"跑一次银行、填一张表、外币资金来账自动开通相应币种"等服务核心便利，助力企业解决初创期的 跨境运营难题。企业于下半年实现多国销售资金提现入账，国际化稳步发展。 精准破局：全流程方案注入"金融强心剂" 南通ML水晶有限公司成立于2025年2月14日，注册资本为人民币5万元，是一家专注于水晶制品出口的 新兴电商企业。作为初创期企业，公司将境外抖音平台作为核心经营阵地，瞄准全球水晶制品消费市 场，但在跨境业务运营中面临明显挑战——尤其是在法律法规解读、政策要求把握及账户使用规范等专 业领域存在短板，对企业合规经营与风险控制能力提出了更高要求，亟需针对性的金融服务支持。 招商银行南通分行在深入调研企业业务模式与需求后，为其量身打造全方位外汇金融服务方案。方案覆 盖本外币合一账户开立、跨境电商业务政策指导、线上化功能开通等全流程环节，不仅帮助企业准确把 握政策方向，更协助其构建起规范化的跨境业务运营体系，为国际化布局注入关键"强心剂"。 高效赋能：便捷服务打通资金流转堵点 作为本外币合一账户试点银行，招商银行南通分行充分发挥 ...

Core Insights - The 2025 National College Business Elite Challenge's International Trade Competition in the cross-border e-commerce track was successfully held in Shantou, Guangdong, attracting nearly 500 universities from 28 provinces and regions in China, as well as teams from 31 countries and regions, marking a record high in both scale and international participation [1][2] Group 1: Competition Overview - The competition featured 67 outstanding teams from 41 universities that advanced through rigorous selection rounds, competing for honors in the national elite competition [1] - The final championship was won by the "Elite Team" from Guangzhou Huashang College, with the second and third places going to teams from Guangxi University for Nationalities and Hunan University of Commerce, respectively [2] Group 2: Event Organization and Structure - The event was co-hosted by several organizations, including the China Council for the Promotion of International Trade and the Guangdong International Chamber of Commerce, with local government support [3] - An innovative model of "learning through competition" was adopted, which included a talent recruitment fair and cross-border e-commerce exchange meetings, facilitating connections between students and local enterprises [3] Group 3: Regional Economic Impact - Shantou's Chaoyang District, a core area for cross-border e-commerce development, has a robust e-commerce industry with over 20,000 internet sales entities and a network retail sales figure of 12.972 billion yuan in the first three quarters of 2025 [5] - The competition emphasized local特色产品 (local specialty products) in cross-border e-commerce solutions, providing a platform for "Shantou goods to go global" and injecting new momentum into the high-quality development of the local cross-border e-commerce industry [5]