「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息，本篇为栏目第 286 篇报道。 整理丨赵晓晓 本周（202 4 . 05 . 11 - 2025.05.17）出海大事件包括： TikTok被欧盟指控广告违规，最高可能面临年营业 额6%的罚款；Temu可能在美国恢复全托管模式；SHEIN在美国降低零售价；速卖通继续加码百亿补贴； 淘宝加速出海，哈萨克斯坦上线俄语版；阿里国际站加推美国专场大促；南洋国际物流集团停止运营； 美团 Keeta、蜜雪同一天宣布进入巴西市场；高盛预言：未来90天中国出口将爆火；美国对华小额包裹关 税据报低至30%等。 出海四小龙 TikTok 被欧盟指控广告违规，最高可能面临年营业额 6% 的罚款 5 月 15 日，欧盟指控 TikTok 违反《数字服务法》规定，没有提供有关广告内容、目标用户和广告 付费者的必要信息。该法案规定，互联网平台需要发布一个广告资源库，旨在让研究人员和用户检测 诈骗广告。 如果这一指控成立， TikTok 最高可能面临全球年收入 6% 的罚款。据 Oberlo 数据， ...

【环球时报-环球网 记者 王莉兰】"即便面临全球性挑战，中国经济仍彰显出强劲韧性。"马来西亚国家 新闻社高级记者吉硕·库玛丽·苏斯达拉姆在走访了位于内蒙古乌兰察布的七苏木国际物流园区后表 示，"中国的稳定对区域经济至关重要，其通过政策改革与内需驱动实现动态调适的能力，持续为全球 经济注入信心。" 2025年5月15日至16日，2025"走读中国"国际交流项目20余名记者在内蒙古乌兰察布相继走访察右前旗 植物工厂草莓基地、薯都凯达食品有限公司以及乌兰察布·二连浩特国家物流枢纽园区，实地探访现代 农业基地与国际贸易枢纽，从特色产业与开放格局中探寻中国经济发展密码。 在察右前旗植物工厂草莓基地，无菌化车间内的智能化管控系统令外媒记者眼前一亮。这座年产量可达 150吨的"草莓工厂"，不仅向国内一线城市供应草莓，更有25%至30%的产品远销东南亚和中东地 区。"我们的草莓在沙特市场每斤售价达400迪拉姆（约合人民币785元）。"内蒙古察右前旗农业投资公 司董事长王建伟说出的出口报价引发记者惊叹。蒙古记者伊苏·图布辛感慨："蒙古的野生草莓仅在夏季 短暂出现，这里的智能化种植技术完全颠覆了我的认知，期待能引进这项技术。" ...

Core Viewpoint - The logistics industry is undergoing a significant transformation towards green development, driven by the "dual carbon" goals and increasing market demand for sustainable transportation solutions [4]. Group 1: Company Overview - Hangzhou Changqiang Logistics Co., Ltd. is led by General Manager Ma Qiang, who has successfully integrated traditional management practices with innovative approaches since taking over the company in 2012 [2]. - The company has a strong track record in road transportation, having served major clients such as China Resources Snow Beer and Nongfu Spring [2]. - Under Ma Qiang's leadership, the company emphasizes efficient resource utilization, implementing strict rules to avoid empty return trips for vehicles, which has significantly improved vehicle utilization rates and annual output value [2]. Group 2: Strategic Decisions - In October 2024, the company made a bold decision to order 100 units of new energy heavy trucks, despite the market's hesitance and the higher cost compared to traditional fuel vehicles [3]. - This decision aligns with the industry's shift from fuel to electric vehicles, particularly for logistics companies focused on domestic transportation [4]. Group 3: Operational Achievements - The company successfully won a bid for a new energy transportation route from Nongfu Spring, leveraging its extensive experience in fast-moving consumer goods logistics and a detailed procurement plan for new energy heavy trucks [4]. - The introduction of new energy trucks has led to significant cost reductions in fuel and maintenance, while an intelligent scheduling system has enhanced transportation efficiency [4]. Group 4: Support and Future Outlook - The company benefits from supportive policies established by the Qiantang District and Hangzhou Transfar Highway Port, aimed at fostering the development of productive service enterprises [5]. - Looking ahead, the company aims to solidify its foundation while accelerating its smart transformation and embracing new technologies to stay competitive in the rapidly changing logistics landscape [5].

Group 1 - Zhengzhou will host a comprehensive job fair on May 17, featuring over 300 leading enterprises offering more than 20,000 quality job positions [1] - The event is organized by multiple authorities including the Human Resources and Social Security Department of Henan Province, aimed at connecting talent with the manufacturing, IT, finance, logistics, and new media sectors [1] - Notable participating companies include Foxconn, Gree Electric Appliances, and several others across various fields such as smart manufacturing and food processing [1] Group 2 - A specialized job fair for graduate students will take place on May 16, organized by the Zhengzhou Human Resources Bureau and other local authorities [2] - The event will feature 42 organizations, including universities and key enterprises, providing a total of 1,244 job opportunities in fields like technology research and artificial intelligence [2] - Participating entities include Zhengzhou Smart Technology Group and Zhengzhou First People's Hospital, highlighting the focus on high-demand sectors [2]

Core Insights - Jinan aims to establish a high-standard northern trade and logistics center by 2025, focusing on enhancing its modern logistics system through a "channel + hub + network" approach [1] Group 1: Infrastructure Development - In 2024, Jinan will accelerate the implementation of modern logistics infrastructure projects, with a total investment of 21.44 billion RMB across 94 projects, of which 34 are completed and 28 are under construction [1] - The city is actively seeking long-term special bonds and policy funds, with 154 million RMB allocated to support the "Qilu" China-Europe Railway Express and Shandong Port's "Iron Transport" project [1] Group 2: International and Domestic Logistics Expansion - Jinan plans to open new routes for the China-Europe Railway Express and enhance regional cooperation to improve logistics capacity and quality [1] - The city will also establish a TIR international road transport center and expand international road transport routes, supporting the development of TIR-certified enterprises [1] Group 3: Air Cargo and Smart Logistics - The Jinan Airport's second phase expansion will enhance both international and domestic air routes, increasing passenger and cargo throughput [2] - The "Jinan Smart Port Logistics Platform" has been launched, showcasing 78 logistics projects and integrating data from over 10,763 logistics companies, enhancing project management and operational efficiency [2] Group 4: Performance Metrics - In 2024, Jinan is set to operate 1,029 China-Europe Railway Express trains, maintaining its leading position in Shandong Province [3] - New international passenger routes to Thailand, Cambodia, and South Korea, as well as a new cargo route to Qatar and the UK, will be introduced [3]

Group 1: Financial Performance - The company's 2024 revenue increased significantly, but net profit declined compared to 2023 due to higher financial expenses from convertible bond interest and increased credit impairment losses [1][6]. - The net profit drop was primarily attributed to (1) substantial interest expenses from convertible bonds issued on October 26, 2023, and (2) an increase in accounts receivable leading to higher credit impairment losses [1][7]. Group 2: Business Strategy and Future Plans - The company plans to continue expanding its comprehensive logistics services for automobiles and non-automotive goods, as well as warehouse services, while actively developing non-automotive logistics services focused on maritime projects [2][5]. - Future business growth will be supported by ongoing improvements in accounts receivable management and customer credit assessments [5][8]. Group 3: Market Outlook and Industry Context - In 2024, China's automobile production and sales reached 31.28 million and 31.44 million units, respectively, reflecting year-on-year growth of 3.7% and 4.5% [6][7]. - The total number of newly registered vehicles in 2024 was 26.9 million, a 9.53% increase from 2023, indicating a significant market potential for future sales [7][8]. Group 4: New Business Initiatives - The company is exploring new business areas such as cross-border e-commerce logistics, although this segment is still in the exploratory phase and carries uncertainties [3][4]. - There are no current plans for international logistics shipping, and the company is focusing on domestic logistics services [5][6].

Group 1: Company Overview and Strategy - The company focuses on value creation through innovative business models, optimized governance, and enhanced R&D and talent development [2] - The strategic goal is to be a leader in road transportation and a value innovator in modern services [9] - The company aims to strengthen its asset quality and operational efficiency by exiting underperforming business segments [8] Group 2: Financial Performance - In 2024, the company achieved total revenue of CNY 300,064.27 million, a decrease of 19.26% compared to the previous year [6] - The net profit attributable to shareholders was CNY -34,846.22 million, with significant impairments including CNY 6,819.90 million for goodwill [8] - The logistics segment, primarily focused on the asphalt supply chain, reported a revenue of CNY 200,777.28 million, down 10.30% year-on-year [6] Group 3: Business Segments Performance - The automotive manufacturing and sales segment saw a revenue increase of 11.71%, totaling CNY 43,575.79 million [6] - The subsidiary Changfeng Special Vehicle achieved a revenue of CNY 39,972.04 million, up 45.83% year-on-year [6] - The automotive passenger transport segment experienced a revenue decline of 35.47%, totaling CNY 21,926.37 million [6] Group 4: Industry Insights - The asphalt supply chain industry is experiencing growth due to increased infrastructure investment, with a mature and competitive market [4] - The emergency vehicle manufacturing sector is expanding, supported by government policies and rising awareness of emergency management [5] - The public transportation sector is shifting towards faster and more convenient options, impacting the traditional road passenger transport market [5]

Group 1 - The Jinan government is focusing on high-standard construction of a northern trade and logistics center, aiming to enhance the logistics industry's efficiency and quality [1] - In 2024, Jinan's logistics enterprises are expected to achieve a revenue exceeding 100 billion yuan, with multi-modal transport and transportation agency sectors growing by 3.3% and 13.2% respectively [1] - The city plans to attract investment with five major projects totaling 2.86 billion yuan [1] Group 2 - Jinan has been selected as a pilot city for the Customs General Administration's initiative to facilitate cross-border trade, optimizing port clearance efficiency [1] - The city has implemented a 240-hour visa-free transit policy at its airport and is advancing the construction of a smart port, which includes a public information platform for air logistics [1] - New customs supervision areas for fresh products have been established, reducing inspection times by an average of 40% and logistics time by 70% [1] Group 3 - The establishment of TIR international road transport supervision stations and the acceleration of cold chain public bonded warehouse construction are underway [2] - Jinan is enhancing regional collaboration through events like the first Jinan Metropolitan Area Logistics Festival and the Yellow River Basin high-quality development seminar [2] - The city is promoting integrated development of class trains along the Yellow River, collaborating with other cities like Zibo to launch dedicated freight services [2]

国际公路运输从无到有。去年11月份济南开通首条国际公路运输(济南-莫斯科)线路，TIR新模式落地济 南，截至目前6家企业取得TIR持证人资质。 国内班列通道持续畅通。积极推动"公转铁"，董家镇铁路货运中心实现集装箱货物混装运输，国内班列 重点线路集装箱发送量5.7万标箱，同比增长65.7%。 2024年，济南枢纽能级日益提升。成功获批建设陆港型国家物流枢纽、国家中欧班列集结中心。济南成 为"双型"国家物流枢纽建设城市，中欧班列开行将由"点对点"向"枢纽对枢纽"转变，辐射带动能力进一 步增强。 现代物流网基础设施项目加快实施。全市94个现代物流网项目累计完成投资214.4亿元，34个已竣工， 28个正加紧建设。积极申请超长期特别国债等政策性资金，"齐鲁号"中欧班列(济南)集结中心、山东港 口中欧"铁运达"项目获资金支持1.54亿元。 齐鲁晚报.齐鲁壹点于泊升 5月14日，济南市政府新闻办召开"聚力项目提升开创强省会建设新局面"主题系列新闻发布会的第25场 发布会，介绍"高标准建设北方商贸物流中心、推进物流业降本增效提质"的有关情况。 会上，济南市口岸物流办党组书记、主任翟立波表示，2024年，济南通道网络持续拓 ...

Group 1 - The Jinan government is focusing on high-standard construction of a northern trade and logistics center to enhance logistics efficiency and reduce costs [1][3] - By 2025, Jinan plans to accelerate the upgrade of land ports, optimize the network between hubs and parks, and improve infrastructure within the area [3] - The city aims to expand the functions of its ports, establish designated regulatory sites for grain, and set up container return points and bonded warehouses [3] Group 2 - Jinan will consolidate existing routes of the China-Europe freight trains while exploring new routes to enhance regional cooperation and increase capacity [3] - The city is striving to establish a TIR international road transport collection center and expand international road transport routes [3] - Efforts will be made to promote high-speed rail freight and develop a multi-modal transport network to support the development of suitable industries [3] Group 3 - The airport expansion will continue with the second phase of the airport's renovation, increasing both international and domestic flight routes [3] - Jinan aims to enhance its customs technical center at the airport to improve entry inspection capabilities and expand the variety of imported goods [4] - The city is advancing the construction of a smart port and an aviation logistics public information platform to facilitate information sharing among customs, border inspection, and related enterprises [4]