近日，在中国（杭州）跨境电子商务综合试验区的海关监管场地，杭州海关所属钱江海关关员顺利 完成一批跨境电商出口商品的查验任务。这批商品随后被迅速运往安徽芜宣机场，并在完成转关手续 后，通过跨境电商货运包机运往韩国仁川。这是杭州跨境电商综合试验区通过芜宣机场转关出口的首批 跨境电商出口商品，是杭州海关支持浙江跨境电商高质量发展10项措施出台后开通的首条跨境电商出口 新通道，也标志着杭州又新增一条跨境电商"出海"通道。 随着跨境电商出口量不断增大，确保运力成为"甜蜜的烦恼"。为此，杭州海关融入长三角一体化发 展战略，立足长三角及周边地区空港集中的优势，积极探索跨境电商转关出口通道。目前，从杭州发出 的跨境电商零售出口商品，可通过杭州萧山、上海浦东、安徽芜宣、湖北鄂州花湖4个国际机场空运出 口。 针对浙江跨境电商业态特点，支持措施还包括"加大跨境电商企业AEO（经认证的经营者）培育力 度""扩大跨境电商出口'先查验后装运'试点"等。下一步，杭州海关将持续深化改革创新，构建更加安 全、便利、高效的跨境电商新业态智慧监管体系，为浙江外贸高质量发展注入新动能。（经济日报记者 李 景） "时间就是竞争力。现在跨境电商转关出口 ...

2025 年跨境电商赛道上，Temu 凭借独特的半托管模式成为众多卖家的新选择。但对 temu 卖家而言，如何把握平台红 利、规避运营风险，甚至借助工具提升效率？尤其是在注册和日常管理中，选择合适的辅助工具至关重要 —— 一款安全 高效的跨境电商浏览器，能为 temu 卖家的账号安全和运营效率保驾护航。 对 temu 卖家来说，Temu 的核心优势在于 "低门槛 + 高潜力"。不同于传统亚马逊等平台的重运营模式，Temu 的半托管模 式让卖家无需承担仓储和物流压力，只需专注选品和营销。但这并不意味着 temu 卖家可以忽视风险 —— 账号安全、平台 规则理解、运营效率，都是决定盈利的关键。 从平台特性来看，Temu 的 "超低价策略" 源于制造商直供模式，省去中间环节后，商品价格优势显著，这对预算有限的 temu 卖家而言，是打开市场的 "敲门砖"。而政策层面，中国对跨境出口平台的支持，以及美国 "最低限度条款" 下 800 美 元以下商品免关税的政策，进一步降低了 temu 卖家的运营成本，利润空间被放大。 1. 选品与供应链：覆盖广、成本低是基础 2. 政策红利：利用平台规则降低合规风险 Temu 的 " ...

Core Insights - This year's Black Friday promotions are perceived to be more intense and earlier than last year, with significant competition in traffic and rising advertising costs for sellers [1][2] - TikTok Shop is launching its first global Black Friday event across multiple countries, including the US, UK, Germany, and France, with substantial resources allocated to support merchants [3][12] - The focus of this year's Black Friday is shifting from price competition to content-driven e-commerce, allowing Chinese merchants to enhance brand value and sales performance simultaneously [3][10] Industry Trends - The competition for traffic is unprecedented, with sellers adjusting budgets daily due to rising advertising costs [2] - TikTok Shop's previous Black Friday performance saw a GMV increase of over 300% in the US, with significant growth in both self-operated and fully managed merchant GMV [3] - Content-driven e-commerce is emerging as a dominant force, enabling brands to showcase products effectively and engage consumers [3][10] Seller Strategies - Sellers like Chuangxiang Sanwei are leveraging TikTok Shop to enhance brand visibility in the US market, utilizing content to demonstrate product functionality [5][7] - Successful sellers are focusing on long-term partnerships with influencers who understand their products, rather than just seeking high follower counts [6] - Solimpia, operating under a fully managed model, has achieved significant sales growth by adapting products to meet local consumer preferences across different markets [9][10] Performance Metrics - TikTok Shop's Black Friday event has already seen short video GMV increase by over 150% and live streaming GMV by over 170% [11] - The platform's marketing efforts include comprehensive support for brands, aiming for significant sales and brand visibility during the Black Friday period [11][12] - The overall strategy emphasizes the importance of content in building brand recognition and consumer relationships, moving beyond traditional sales tactics [10][12]

从深圳华润置地大厦，到地球另一端的里约热内卢，直线距离接近一万八千公里。 这座大厦，坐落在深圳万象天地这个日客流达三十万的繁华地标之上，美客多中国团队的成员们，正跨 越十三个小时的时差，拉拢中国卖家迈进拉丁美洲的线上商路。 这条跨越半个地球的贸易通道，美客多并非独行。就在这同一栋大厦里，nocnoc、Tiendamia等平台的 灯火同样为拉美而亮。一座深圳的摩天楼，由此成了中国跨境圈撬动整个南美市场的隐秘支点。 nocnoc是拉美地区最大的线上跨境商店，覆盖约15个拉美市场，拥有超过6.5亿消费者；Tiendamia则在 南美与中美市场占据优势，业务遍及乌拉圭、阿根廷、秘鲁、厄瓜多尔和哥斯达黎加等国。 提起深圳的跨境电商聚集地，许多人首先想到的是坂田。这片面积仅28.51平方公里、相当于一个宝安 机场的土地，却聚集了数以万计的跨境电商企业，深圳约15万跨境卖家中有一小半聚集于此。 但深圳的跨境版图远不止坂田。从粤海街道的达实大厦，到前海国际人才港，再到后海新兴商务区， Shopee、亚马逊、Wayfair等平台的研发中心、创新基地星罗棋布，织就一张覆盖全城的跨境网络。 事实上，深圳不仅是全球卖家最密集的城市， ...

Core Viewpoint - Hainan Free Trade Zone concept stocks experienced a significant surge, with the overall sector rising by 3.8% amid a weak market backdrop, indicating strong investor interest and optimism regarding the upcoming policy changes in Hainan [1][4]. Group 1: Market Performance - Hainan Free Trade Zone stocks, including Xunlong Holdings and Hainan Haiyao, saw rapid increases, with several stocks hitting the daily limit up within minutes of market opening [1][4]. - By 14:00, stocks such as Kangzhi Pharmaceutical and Hainan Mining also reached their daily limit, showcasing a broad-based rally in the sector [4]. Group 2: Policy Changes and Implications - The full island closure operation of Hainan Free Trade Port is set to officially start on December 18, 2025, with significant expansions in the range of "zero tariff" products from 1,900 to approximately 6,600 items, covering about 74% of all goods [4][8]. - The new policies will lower the threshold for companies to benefit from tax exemptions and expand the range of imported materials, which is expected to enhance the development prospects of local retail, tourism, manufacturing, and cross-border e-commerce sectors [1][4]. Group 3: Economic Impact - The "zero tariff" policy has already led to substantial tax reductions, with the import value of goods under this policy reaching 9.834 billion yuan and tax exemptions totaling 2.585 billion yuan as of September this year [6]. - The introduction of new aircraft under the "zero tariff" policy has significantly reduced costs for companies, exemplified by a recent Airbus A330 acquisition that saved approximately 114 million yuan in taxes [4][5]. Group 4: Future Investment Opportunities - Analysts suggest that the new policies will catalyze a shift in investment focus from B2C consumption to B2B industrial upgrades and high-value service sectors, with particular attention on modern logistics, high-tech industries, and tourism-related services [9][10]. - The strategic positioning of Hainan as a new hub for domestic and international trade is expected to attract significant investment, driven by its unique policy advantages and the ongoing restructuring of supply chains [10].

Group 1 - The report highlights a structural differentiation in consumption performance since 2025, with companies like Pop Mart, Miniso, and Lao Pu Gold successfully expanding overseas, leading to better performance for export-oriented companies [1][2] - By 2026, the report anticipates an acceleration in consumer exports, driven by a backdrop of the Federal Reserve entering a rate-cutting cycle and easing tariffs, with Southeast Asia surpassing the US as China's largest export destination [1][2] - The report outlines three main paths for companies going overseas: raw materials and medical devices, skincare products leveraging cost-effectiveness and Chinese herbal ingredients, and acquisitions to expand global market presence [2][3] Group 2 - The beauty industry is characterized by a steady global market demand, with emerging markets in Southeast Asia showing higher growth potential compared to East Asia and Europe [2] - The jewelry market is experiencing demand differentiation, with product upgrades and a broader consumer base, particularly in Asia, North America, and Europe [2][3] - The cross-border e-commerce sector is witnessing a globalized supply chain, with significant competition in Southeast Asia, and a shift towards high-value consumer electronics in the region [3][4] Group 3 - Investment recommendations include focusing on companies with strong organizational structures and management capabilities in the beauty sector, such as Mao Ge Ping and Shangmei, while recommending premium jewelry brands like Lao Pu Gold and Chao Hong Ji [3][4] - The report suggests that the cross-border e-commerce sector will benefit from tariff conflicts easing and a recovering demand cycle, recommending companies like Xiao Shangpin City and Jiao Dian Technology [3][4] - The retail sector is expected to improve due to effective adjustments, with a focus on companies like Miniso and Yonghui Supermarket [3][4]

Core Viewpoint - China's goods trade has shown steady growth in 2023, with exports reaching 22.12 trillion yuan in the first ten months, a year-on-year increase of 6.2%, demonstrating the resilience and vitality of the Chinese economy amidst rising unilateralism and protectionism [1]. Group 1: Factors Contributing to Export Growth - The complete industrial chain in China provides high cost-performance, supporting stable orders. China has a comprehensive industrial base with over 200 major industrial products leading globally, which enhances its supply chain advantages [2]. - Emerging markets have contributed significantly to the increase in China's export scale. Trade with ASEAN reached 6.18 trillion yuan, up 9.1%, accounting for 16.6% of China's total foreign trade [2]. - High-quality "Made in China" products are driving export growth. The demand for clean energy equipment has surged, with double-digit growth in exports of green products like electric locomotives and wind turbines [2]. Group 2: Structural and Policy Support - Digitalization has reduced transaction costs and improved export efficiency. Cross-border e-commerce exports reached approximately 1.63 trillion yuan, growing by 6.6% [3]. - Policy support has provided a safety net for foreign trade enterprises. The number of foreign trade entities exceeded 700,000 for the first time, surpassing last year's total [3]. - The ongoing global supply chain adjustments present both challenges and opportunities, with a focus on enhancing trade quality and efficiency as outlined in the "14th Five-Year Plan" [3].

Core Insights - The recent proposal from the Central Committee emphasizes support for the development of new business models such as cross-border e-commerce, injecting new momentum into the transformation and upgrading of bulk commodity cross-border e-commerce [2] - The development path for bulk commodity cross-border e-commerce during the 14th Five-Year Plan period needs to align with the dual goals of "high-quality development" and "high-level security" [2] Policy Positioning - Bulk commodities are essential for industrial production, and their cross-border circulation efficiency directly impacts the stability of the industrial chain and national economic security [3] - The proposal marks a shift in the role of bulk commodity cross-border e-commerce from a digital supplement to traditional trade to a "strategic infrastructure" within the national trade promotion system [3] Theoretical Foundations - The integration of "factor market-oriented allocation reform" and "high-level opening-up" is crucial for this transition [4] - Cross-border e-commerce platforms can leverage digital technologies like blockchain and smart contracts to overcome traditional trade barriers, enhancing the efficiency of global resource matching [4] Industry Integration - The proposal links the cultivation of emerging industries with the promotion of cross-border e-commerce, supporting innovation in product categories and value chain elevation [5] - The emphasis on "internal and external trade integration" aims to unify quality certification, logistics fulfillment, and credit evaluation systems, enhancing the global competitiveness of Chinese bulk commodity enterprises [5] Global Value Chain Reconstruction - The core competitiveness of bulk commodity cross-border e-commerce will shift from relying on "traffic dividends" to a "data-driven efficiency revolution" during the 14th Five-Year Plan period [8] - The integration of technologies such as blockchain, artificial intelligence, and digital twins will address traditional trade pain points, enhancing decision-making and operational efficiency [8][9] Conclusion - The development logic of bulk commodity cross-border e-commerce has evolved beyond traditional trade, deeply integrating with national modernization strategies, the dual circulation model, and digital China initiatives [10] - The elevation of policy positioning, deepening industry integration, and reconstruction of the global value chain will collectively drive the industry from a "scale-oriented" to a "value-oriented" approach, ultimately becoming a strategic pillar for ensuring supply chain security and enhancing global resource allocation capabilities [10]

Core Insights - The "2025 Top 100 Enterprises in Henan" list reflects the economic structure, competitive landscape, and development logic of Henan, showcasing both the growth and challenges faced by the region's industries [1][4] Group 1: Overall Economic Performance - The total revenue of the top 100 enterprises reached 2.63 trillion yuan, accounting for 41.4% of the province's GDP, with a profit growth of 20.9% and a net profit increase exceeding 23% [1] - The growth is primarily driven by traditional industries such as energy, building materials, food, and resource-based manufacturing, indicating a need for deeper transformation from old to new growth drivers [1] Group 2: Manufacturing Sector - The profits of the top 100 manufacturing enterprises increased by 45%, outperforming the national average and indicating a recovery in production efficiency and profitability [2] - The total number of invention patents surpassed 13,000, and over 100 international standards were established, highlighting advancements in management, cost control, and technological investment [2] - Innovation capabilities remain concentrated among a few leading enterprises, with small and medium-sized manufacturers struggling with R&D investment and technological upgrades [2] Group 3: Service Sector - The service sector faces challenges with traditional industries showing weak growth and emerging sectors not yet compensating for the decline [2] - New service industries such as modern logistics, cross-border e-commerce, and consumer finance are gaining traction, indicating a shift in transformation direction, but the overall ecosystem remains unstable [2] Group 4: New Growth Drivers - High-growth enterprises saw a revenue increase of 45%, with overseas income growing nearly 1.8 times, while strategic emerging industries experienced a revenue growth of 70% [3] - This data suggests that Henan's economy is forming new growth poles and transitioning from a "follower" to a "catch-up" position [3] - The need for a supportive environment for sustained innovation is emphasized, as new industries must avoid becoming short-term capital hotspots [3] Group 5: Future Directions - The evolution of the top 100 list over 21 years reveals that while there is no shortage of enterprises or growth, there is a lack of systemic support and sustainable innovation [3] - The next phase of industrial competition will focus on nurturing globally competitive innovative enterprises rather than merely creating a few large corporations [3][4]

Core Insights - The report highlights the transition of enterprises in Henan from being at the bottom of the industrial chain to mastering technology and brand leadership, which is crucial for high-quality development in the region [1][3] - The overall development trend of Henan's top 100 enterprises shows steady growth, with total revenue reaching 2.63 trillion yuan, accounting for 41.4% of the province's GDP, and a profit growth of 20.9% [1][2] - The manufacturing sector stands out with a profit increase of 45%, indicating a recovery in production efficiency and profitability, although innovation remains concentrated among a few leading companies [2][3] Manufacturing Sector - The manufacturing sector's profit growth of 45% outpaces the national average, reflecting improvements in management, cost control, and technological investment [2] - The total number of invention patents has surpassed 13,000, and over 100 international standards have been established, indicating a new competitive edge for Henan's manufacturing [2] - However, the innovation capability is still overly concentrated in a few leading enterprises, with small and medium-sized manufacturers struggling with R&D investment and technological upgrades [2][3] Service Sector - The service sector faces a complex situation, with traditional industries showing weak growth and emerging sectors not yet compensating for the shortfall [2] - New service industries such as modern logistics, cross-border e-commerce, and consumer finance are gaining traction, but the overall ecosystem remains unstable [2] - The success of brands like "Pang Dong Lai" highlights the market power of service innovation, yet the industry still lacks widespread innovation [2] New Growth Drivers - High-growth enterprises in Henan have seen a revenue increase of 45%, with overseas income growing nearly 1.8 times, while strategic emerging industries report a revenue growth of 70% [3] - This data suggests that Henan's economy is forming new growth poles and transitioning from a "follower" to a "catch-up" position [3] - Challenges such as insufficient R&D investment and blind expansion among some enterprises indicate that emerging industries must focus on long-term innovation to sustain growth [3] Future Directions - The evolution of the top 100 enterprises over 21 years reveals that while there is no shortage of companies or growth, there is a lack of systemic support and sustainable innovation [3][4] - The path to becoming a strong economic province requires overcoming challenges related to scale, investment-driven growth, and structural issues [3] - The focus should shift from merely creating large enterprises to nurturing a group of globally competitive innovative companies [3][4]