本文转自电商汇 12月4日至7日，2025亚马逊全球开店跨境峰会在杭州隆重举行，吸引超过万名跨境电商行业从业者到 场。金融科技公司Payoneer派安盈(纳斯达克股票代码：PAYO)受邀出席并设置专属展区，集中展示其一 站式金融全栈和跨境金融生态体系，为亚马逊卖家提供从收付款、资金管理到生态资源对接的全链路赋 能。现场人潮涌动，众多卖家驻足咨询，交流氛围热烈。 恰逢亚马逊全球开店正式在华展业十周年，本届峰会以"向优、向新、向全球"为主题，设置战略发布会 及六大平行分论坛，聚焦供应链管理、AI应用、选品拓展、品牌与流量、全球站点拓展、合规等热点 议题。作为首批加入亚马逊PSPP支付服务商计划及SPN服务商网络的支付伙伴，Payoneer派安盈与亚马 逊的合作也已步入第十年。凭借全球领先、安全合规的一站式金融全栈及丰富的全球商贸资源， Payoneer派安盈持续为亚马逊卖家提供稳定、高效的资金管理与运营支持，助力卖家在出海新阶段更加 稳健地拓展全球业务。 Payoneer派安盈大中华区市场营销总经理Victor Yuan在现场表示："品牌出海是中国跨境电商走向精耕细 作的必然趋势，我们看到越来越多的品牌卖家正在探 ...

Core Insights - The 2025 Amazon Global Store Cross-Border Summit was held in Hangzhou from December 4 to 7, attracting over 10,000 participants from the cross-border e-commerce industry [1] - Payoneer showcased its comprehensive financial ecosystem at the summit, providing Amazon sellers with end-to-end support for payment processing, fund management, and resource integration [1][3] Group 1: Event Overview - The summit celebrated the 10th anniversary of Amazon Global Store's operations in China, focusing on themes of "Excellence, Innovation, and Globalization" [3] - The event featured strategic releases and six parallel forums addressing key topics such as supply chain management, AI applications, product selection, branding and traffic, global site expansion, and compliance [3] Group 2: Payoneer's Role - Payoneer has been a partner of Amazon for ten years, being one of the first to join the PSPP payment service provider program and SPN service provider network [3] - The company aims to assist sellers in navigating risks and challenges by building a more complete financial stack and compliance risk control system [5][6] Group 3: Financial Solutions - Payoneer offers a one-stop financial stack that supports localized payments for Amazon's global multi-site and multi-currency operations, creating a financial closed loop for sellers [8] - The Payoneer card allows sellers to settle Amazon advertising costs in their original currency, reducing currency conversion losses and enhancing fund management [8] Group 4: Risk Management and Support - Payoneer has developed an intelligent risk control system using machine learning and AI technology to safeguard sellers' operations [8] - The "Olive Branch Program" has established partnerships with over 40 quality cross-border e-commerce platforms, facilitating sellers' entry into new markets [8] Group 5: Future Directions - Payoneer is committed to enhancing its cross-border payment infrastructure and expanding its product offerings to empower more Chinese SMEs to seize global opportunities [9] - The company focuses on providing integrated support through localized customer service, market insights, growth financing, and ecosystem collaboration [9]

Group 1 - The Ministry of Industry and Information Technology of China has initiated the creation of national emerging industry development demonstration bases, covering nine major fields including new generation information technology and new energy, with a target of establishing 100 park-type and 1,000 enterprise-type bases by 2035, which will receive policy and resource support [2] - The Federal Reserve officials have signaled a potential interest rate cut in December, with an 82.9% probability of a 25 basis point cut according to CME FedWatch, leading to a 2.69% increase in the Nasdaq and a broad rise in technology stocks [2] - Former President Trump signed an executive order for the AI "Genesis Plan," opening federal scientific data sets, while Amazon plans to invest $50 billion to expand AI and supercomputing infrastructure for the U.S. government, benefiting AI-related companies [2] Group 2 - The European Union has approved a budget of €192.8 billion for 2026, focusing on defense and high-end manufacturing, with €716 million reserved for emergency funds, which will create procurement opportunities for related industries [3] - The Bank of Israel has lowered the benchmark interest rate from 4.5% to 4.25%, allowing businesses in the Middle East to optimize their capital allocation [3] Group 3 - The Nasdaq Golden Dragon China Index rose by 2.82%, with Hesai Technology increasing by over 12%, indicating strong capital interest in Chinese tech companies like Baidu and Alibaba, which will benefit their supply chain partners [4] - Spot gold has surpassed $4,140 per ounce, and WTI crude oil has risen above $59 per barrel, providing profit opportunities for energy and precious metals companies [4] Group 4 - The European Central Bank has warned about the risks of stablecoins diverting retail deposits in the Eurozone, urging companies involved in crypto assets to manage compliance costs [5] - The U.S. pressured the EU to amend digital regulations in exchange for lowering steel and aluminum tariffs, which was rejected, creating tariff volatility risks for related import-export businesses [6] - Bitcoin has surpassed $89,000, and Thailand's Bitkub plans to raise $200 million through a Hong Kong IPO in 2026, highlighting opportunities in the Hong Kong digital asset hub [6]

Core Insights - LianLian Digital announced the establishment of its Hong Kong headquarters on November 18, 2025, marking a significant step in its global strategic expansion [1] Group 1: Strategic Focus - The company will focus on three strategic directions: 1. Building a dual-core strength in blockchain technology and artificial intelligence to reshape cross-border payment paradigms [1] 2. Deepening technology compliance as a dual pillar, aiming to become a trusted digital infrastructure provider while adhering to regulatory frameworks [1] 3. Enhancing technological innovation through global collaboration by partnering with top tech firms, academic institutions, and investment partners [1] Group 2: Government Support - The Hong Kong government emphasizes its role as a facilitator for businesses, providing top-notch resources for fintech companies to expand their products and services [1] - The Investment Promotion Agency of Hong Kong will continue to support mainland enterprises in their international ventures, offering one-stop support for companies like LianLian Digital [1]

Core Insights - UBS Group and Ant International have entered into a strategic partnership to explore blockchain-based tokenized currency innovations to support Ant International's global payment settlement and liquidity management [1] Group 1: Strategic Partnership - The memorandum of understanding (MoU) was signed at UBS's flagship office in Singapore [1] - Ant International will utilize UBS Digital Cash, a blockchain payment platform set to pilot in 2024, to enhance its global treasury management [1] Group 2: Payment Solutions - The collaboration aims to improve settlement efficiency, transparency, and security in payment processes [1] - UBS will leverage this technology to optimize cross-border payment solutions for its clients [1] Group 3: Innovation in Tokenized Currency - Both parties will explore innovations in the field of tokenized currency [1] - The solutions will integrate Ant's self-developed blockchain real-time cross-border fund management platform, Whale, to enable real-time multi-currency fund transfers among Ant International's entities [1] - This initiative aims to overcome traditional payment cut-off time limitations and enhance global liquidity management's transparency and flexibility [1]

Group 1: Cross-Border Payment - The forum highlighted the importance of efficient, low-cost, and compliant cross-border payment as a key link in connecting the global economy, as stated by the chairman of Youlun Group, Li Peilun [1] - The current payment industry is at a transformative crossroads, facing challenges related to business transformation and compliance across different economies, as noted by Zhou Ye, CEO of Huifu [1][2] - Shanghai Pudong Development Bank is optimizing cross-border payment services by promoting payment facilitation through FT accounts, launching "Cross-Border Instant Remittance" products, and enhancing small-value high-frequency settlement for cross-border e-commerce [2] Group 2: Wealth Management - The digital asset market is undergoing a critical transition from disorderly growth to standardization, with underlying technologies like smart contracts reshaping the wealth management industry, according to Li Peilun [2] - Trends in wealth management include increased personalization, diversification of asset classes, and a focus on digital transformation, with AI playing a crucial role in client behavior analysis and market forecasting [2] Group 3: Alternative Assets - The value potential of alternative assets, such as art, was discussed, highlighting their low correlation with traditional financial assets and their ability to maintain stability during market fluctuations, as mentioned by Huang Wenrui, a professor at Fudan University [3] - High-end art pieces have shown long-term returns that exceed various traditional assets, making them important tools for high-net-worth individuals in risk diversification and wealth management [3] Group 4: Artificial Intelligence - AI is recognized as a major driver of growth for enterprises in the next 10-20 years, with deep integration of AI and industries leading to true digital upgrades and global development [3] - Large language models are transforming finance and industries by processing vast amounts of data and providing personalized investment advice, enhancing financial decision-making [3] Group 5: Industry Collaboration - The establishment of the "Global Cross-Border Digital Payment Ecosystem Alliance" aims to promote the collaborative development of cross-border payment technologies and financial infrastructure, involving 13 initial member organizations [4] - The alliance focuses on diversifying payment networks, exploring compliance and sustainable development in cross-border payments, and building an international cooperation platform [4]

Core Insights - The Hong Kong FinTech Week 2025 has commenced, showcasing innovations in the financial technology sector, with LianLian Global as a key sponsor and representative of the cross-border payment industry [1] - LianLian Global has announced a significant partnership with PAYS0 to enhance cross-border remittance services for overseas Filipino workers, aiming to provide a seamless, secure, efficient, and low-cost international transfer experience [3][5] Group 1: Partnership and Collaboration - The collaboration between LianLian Global and PAYS0 focuses on addressing the challenges faced by overseas Filipino workers in remitting funds back home, particularly high fees, slow processing times, and complex procedures [3] - PAYS0, a licensed electronic wallet provider in the Philippines, aims to offer reliable payment processing solutions, enhancing the efficiency of remittances for various sectors [3][5] Group 2: Market Context and Demand - The remittance market is crucial for global economic integration, with the Philippines being a major labor-exporting country, projected to reach a record $38.3 billion in remittances in 2024 [3] - Traditional remittance methods often fall short in terms of cost and efficiency, highlighting the need for innovative solutions to meet the growing demand for diverse cross-border remittance services [3] Group 3: Company Overview and Capabilities - LianLian Global, under LianLian Digital, is dedicated to creating innovative digital payment solutions, leveraging its extensive cross-border payment capabilities and regulatory licenses across multiple jurisdictions [4] - The company has successfully provided seamless global payment experiences to approximately 7.9 million customers, emphasizing its commitment to safe, compliant, and cost-effective fund transfers [4]

Core Insights - The Hangzhou Free Trade Zone has achieved significant milestones in the past five years, becoming a national leader in various sectors, including digital trade and artificial intelligence [2][4][5] Group 1: Economic Achievements - Seven companies in the artificial intelligence sector have surpassed 10 billion yuan in revenue, positioning Hangzhou as the second in national computing power levels [1] - The cross-border e-commerce exports reached 38.74 billion yuan in the first half of 2025, contributing to a 12.5% increase in overall city exports [1] - The digital security market holds the largest global market share, while cloud computing and e-commerce platform transaction volumes rank first in the Asia-Pacific and nationwide, respectively [1] Group 2: Policy and Regulatory Innovations - The Hangzhou Free Trade Zone has introduced over 170 innovative measures, including more than 20 national firsts, such as the knowledge property pledge financing model [2][3] - The region has established the first local digital trade regulations in China, promoting a negative list for cross-border data flow in e-commerce [3] - A unique international cargo station has been launched, along with a pilot program for recognizing high-skilled foreign talent [3] Group 3: Future Directions - The Hangzhou Free Trade Zone aims to enhance its digital trade ecosystem by fostering new business models in cross-border e-commerce and digital services [5][6] - The focus will be on deepening investment liberalization reforms and creating a market-oriented, legal, and international business environment [5] - The zone plans to strengthen the integration of innovation and industry chains, leveraging digital technology for the transformation of traditional industries [5]

Core Viewpoint - LianLian Digital (02598) has seen a nearly 5% increase in stock price, currently trading at 8.43 HKD, with a transaction volume of 20.91 million HKD, following its significant presence at the 8th China International Import Expo, showcasing its global cross-border payment solutions [1] Group 1: Company Developments - LianLian International, a subsidiary of LianLian Digital, has introduced a one-stop global cross-border funding solution aimed at enhancing the high-quality development of foreign trade imports and exports [1] - The collaboration with LooperBuy and 1688.com allows overseas merchants to pay suppliers in their local currency when purchasing Chinese goods, leveraging LianLian's global payment network [1] Group 2: Service Offerings - The global sourcing procurement solution launched by LianLian International targets various customer segments, including self-operated overseas e-commerce platforms, e-commerce sellers, drop shipping sellers, and overseas physical store sellers needing to procure Chinese goods [1] - The service encompasses the entire process from product sourcing, order procurement, foreign currency payment, order synchronization, to logistics delivery and after-sales support, addressing the B2B sourcing challenges faced by overseas merchants [1]

Core Viewpoint - LianLian Digital (02598) has seen a nearly 5% increase in stock price, currently trading at 8.43 HKD, with a transaction volume of 20.91 million HKD, following its significant presence at the 8th China International Import Expo, showcasing its global cross-border payment solutions [1] Group 1: Company Developments - LianLian International, a brand under LianLian Digital, introduced a one-stop global cross-border funding solution aimed at enhancing the quality of foreign trade and import-export development [1] - The collaboration with LooperBuy and 1688.com allows overseas merchants to pay suppliers in their local currency when purchasing Chinese goods, leveraging LianLian's global payment network [1] - The global sourcing procurement solution targets various customer segments, including overseas e-commerce platforms, sellers, and physical stores needing to source Chinese products, providing comprehensive services from sourcing to logistics and after-sales support [1]