Core Insights - The Chinese cross-border e-commerce market is experiencing rapid growth, with market size projected to increase from $22.8 billion in 2020 to $46.17 billion by 2024, representing a compound annual growth rate (CAGR) of 19.3% [1][13] - By 2029, the market size is expected to reach $93.36 billion, indicating a doubling from 2024 [1][13] - The primary transaction models in China's cross-border e-commerce include B2B, B2C, and C2C, each with distinct advantages and challenges [1][6] - The marketing services market for cross-border e-commerce is fragmented, with leading companies like Province Guang Group and Miduo Duo providing integrated marketing and digital exhibition services [1][6] - Future trends in cross-border e-commerce marketing are expected to focus on intelligence, socialization, and localization, with a rising demand for one-stop marketing services [1][29] Market Growth - The market size of China's cross-border e-commerce is projected to grow significantly, with a CAGR of 14.6% from 2025 to 2029 [12] - The growth is driven by factors such as the acceleration of online consumption habits due to the COVID-19 pandemic, the expansion of cross-border e-commerce pilot zones, and improvements in infrastructure like overseas warehouses [13][29] - The market is expected to quadruple in size over the next decade, approaching the $1 trillion mark [13] Transaction Models - B2B (Business-to-Business): Strong scale effects, high transaction values, but challenges in buyer matching and long-term relationship maintenance [7] - B2C (Business-to-Consumer): High brand exposure and user experience, but faces high return rates and inventory pressure [7] - C2C (Consumer-to-Consumer): Suitable for niche products with a wide supply chain, but quality can be inconsistent [7] Regulatory Environment - The Chinese customs have established four special regulatory models (9610, 9710, 9810, 1210) to simplify declarations and reduce logistics costs [9] - Recent announcements include the cancellation of overseas warehouse filing requirements to further facilitate businesses [9] Marketing Services Landscape - The marketing services for cross-border e-commerce are evolving from single service providers to comprehensive platforms that integrate marketing, scenarios, and transactions [6][34] - Companies are increasingly relying on AI technology to enhance content production and precision marketing [1][29] Future Trends - The demand for one-stop marketing services is on the rise, driven by the need for integrated solutions that cater to diverse market characteristics and consumer habits [34] - The cross-border e-commerce ecosystem is becoming more robust, with platforms like TikTok Shop and Amazon enhancing seller service systems and local fulfillment capabilities [29][35]

Core Viewpoint - The cross-border e-commerce industry in China is projected to reach a scale of $461.7 billion in 2024, driven by advanced production capabilities and strong government support, with a growing demand for marketing services in this sector [1]. Industry Overview - The cross-border e-commerce marketing market in China is expected to reach $14.3 billion in 2024, indicating a robust growth trajectory [1]. - The company Mido has submitted its listing application to the Hong Kong Stock Exchange, positioning itself as a representative player in the cross-border e-commerce marketing sector [1]. Company Performance - Mido's revenue from 2022 to 2024 was $6.517 million, $7.085 million, and $7.113 million respectively, while it reported net profits of $164.1 thousand, -$1.6413 million, and -$16.3 thousand during the same period [1]. - In the first half of 2025, Mido's revenue surged by 81.6% to $5.577 million, but net losses expanded significantly from -$2.2 thousand to -$19.85 million [1]. Business Model and Structure - Mido has transitioned through three phases since its establishment in 2014, evolving from a traditional intermediary to a digital advertising agency and finally to a cross-border e-commerce marketing service provider [2]. - The company operates three main business lines: overseas marketing services, overseas e-commerce operations, and digital exhibition services [3]. Revenue Composition - Mido's revenue heavily relies on overseas marketing services, which accounted for 99% of its revenue from 2022 to 2024, with minimal contributions from other services [4]. - The company’s gross margin has significantly declined from 8% in 2022 to 4.1% in 2023 and 4.4% in 2024, indicating a deterioration in profitability [6]. Cost Structure - Media costs represent a substantial portion of Mido's expenses, reaching 99.3% in 2023, which has severely impacted its gross margin [9]. - The total expenses related to marketing, administration, and research and development account for approximately 4% of total revenue, indicating a critical threshold for profitability [8]. Market Challenges - Mido's business model is vulnerable due to its heavy reliance on overseas marketing services, which are susceptible to fluctuations in media costs and demand [9]. - The company faces challenges in expanding its digital exhibition services and newly launched overseas e-commerce operations, which require significant investment and time to scale [11]. Future Outlook - Mido's ability to achieve a higher market valuation is hindered by its dependence on a fragile business model and the sluggish growth of new revenue streams [12]. - The success of Mido's new growth initiatives will be crucial in reshaping market perceptions, but short-term profitability may be adversely affected [12].

Group 1 - The "E Grab the World · You Have the Talent" cross-border e-commerce talent recruitment fair successfully concluded in Hangzhou, attracting over 1,000 cross-border e-commerce companies and providing more than 3,000 job positions to address recruitment challenges [1][3] - YinoLink, as a participating company, opened multiple positions including advertising sales, client managers, and business roles, engaging in deep discussions with numerous candidates [6][8] - The event was supported by various organizations, including the Zhejiang Provincial Department of Commerce and the Hangzhou Municipal Government, highlighting the importance of talent connection in the cross-border e-commerce sector [1][3] Group 2 - YinoLink has established itself as a professional overseas marketing service provider, recognized as an official agent for Meta, TikTok for Business, and Google, focusing on overseas advertising account management and optimization [5][13] - The company has developed a comprehensive training system to assist businesses and individuals in understanding brand overseas marketing, contributing to their success in international markets [9][12] - YinoLink has created a knowledge-sharing platform, the YinoLink Weekend Overseas Marketing Academy, which offers extensive marketing resources and training to facilitate learning and practical application for advertising optimization [11][12] Group 3 - YinoLink aims to maintain a positive trend in talent development by integrating resources from government, universities, society, and enterprises to enhance understanding of industry export markets and cross-border marketing strategies [15]

Core Insights - The 2023 China Cross-Border E-commerce White Paper highlights a key trend where independent sellers using a combination of "SEO + social media + influencers" have reduced customer acquisition costs by 18% compared to platform sellers [1] Group 1: Company Overview - Luban Cross-Border Pass, a one-stop overseas marketing service platform under BlueFocus Media, has established a comprehensive empowerment system covering "traffic acquisition - operational conversion - capability growth" [1][13] - The platform has assisted over 50,000 Chinese enterprises in overcoming growth bottlenecks in international markets [1][13] Group 2: Services Offered - The platform offers a "0 service fee + fast account opening" green channel, allowing new customers to complete account verification in as little as 3 working days, which is three times faster than the industry average [2] - Multiple payment methods are supported, including Payoneer, Alipay, WeChat, and PingPong, facilitating transactions in both USD and RMB [2] Group 3: Performance Metrics - A 3C category independent seller utilized the platform's multi-currency real-time recharge feature during the Black Friday promotion, achieving a 15% market share in their niche within the first week of launching a hot-selling product [4] - A home goods brand achieved a 65% increase in CTR and a 32% reduction in customer acquisition costs through targeted Google search ads using a "long-tail keyword + dynamic landing page" strategy [5] Group 4: Media Resource Integration - Luban Cross-Border Pass has integrated resources from major and emerging media, creating a comprehensive traffic matrix that includes social (Meta, TikTok), search (Google, Bing), video (YouTube, BIGO Ads), and niche platforms (Pinterest, Snapchat) [7] - A fast-moving consumer goods brand increased brand exposure by 400% and achieved over 100,000 sales in the first month of a new product launch through a combination strategy involving TikTok, Pinterest, and Taboola [7] Group 5: Training and Support - The platform has developed a three-dimensional training system covering "theoretical learning - practical training - community exchange," offering weekly free live courses on advanced advertising techniques [9] - A specialized "Overseas Advertising Entry Program" is available for novice sellers, providing a 7-day course to teach them the entire process from website monitoring to data optimization [10]