从"低价走量"向"创新制胜"过渡 从"广撒网"向"精耕细作"演变 跨境电商从价格竞争转型为创新驱动 海关总署数据显示，去年我国跨境电商进出口约2.71万亿元，同比增长14%，占外贸总额的6.2%。其 中，整体外贸的含"新"量不断上升，更多高科技属性的新产品加速出海，跨境电商行业的高质量发展持 续向优向新。受到全球供应链重构等外部因素影响，目前跨境电商行业正加速转型。在欧美、东南亚等 重要市场，行业竞争重心已从"拼价格"的粗放增长转向"拼价值"的精耕细作。而在这个新阶段，产品创 新已成为企业穿越周期的第一要务。 增长势头强劲 过去5年间，中国跨境电商行业规模逆势扩张近50%，展现出强劲韧性。兴趣类电商正快速增长，成为 驱动行业规模拓展的重要方向。相关机构预测，今年，全球电商销售额在零售总额占比将突破20%，全 球线上购物人群将达到30亿人。线上消费仍在稳步扩张，全球跨境电商赛道依然向好。Z世代作为新兴 消费主力，网购人群的比例预计在未来4年从83.3%攀升至90.3%。 政策赋能，构建高水平制度型开放体系。政策支持始终是跨境电商发展的"压舱石"。从政府工作报告明 确"完善跨境寄递物流体系，加强海外仓建设"的顶层 ...

Core Viewpoint - MingZhu Logistics Holdings Limited has entered into a non-binding memorandum of understanding with Enextrend to enhance cross-border logistics and supply chain efficiency over a two-year term [1][2]. Group 1: Company Overview - MingZhu Logistics Holdings Limited, established in 2002 and headquartered in Shenzhen, China, is a professional trucking service provider with a focus on tailored logistics solutions [4]. - The company operates regional logistics terminals in Guangdong Province, utilizing a combination of self-owned and subcontracted fleets to deliver goods across China [4]. Group 2: Partnership Details - The strategic partnership aims to leverage the strengths of both companies, focusing on resource sharing and complementary advantages to enhance core competitiveness [2]. - MingZhu plans to provide Enextrend with efficient logistics services to support the growth of its e-commerce platform, Muamau Mall, which specializes in fashion and sports products [2][3]. - The cooperation is intended to reduce operating costs, improve efficiency, and enhance customer satisfaction while promoting market expansion and product innovation [2]. Group 3: Enextrend Overview - Enextrend, based in Ho Chi Minh City, Vietnam, operates the Muamau Mall, an emerging cross-border e-commerce platform that also serves markets in the United States [3]. - The platform focuses on providing competitive prices and efficient logistics to meet consumer demand for affordable goods and fast delivery [3].

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday regarding significant stock market events, including suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and preventing black swan events [1] - The company is currently laying out products related to solid-state batteries, indicating a strategic focus on this emerging technology [1] - The company provides information services such as CIPS and digital currency bridges to numerous banks, showcasing its involvement in digital currency, military applications, cross-border payments, cloud computing, blockchain, and low-altitude economy [1] - The company plans to restructure and acquire a computing power enterprise, indicating its expansion into cross-border e-commerce, computing power, and AI glasses [1]

Core Insights - The global e-commerce market is undergoing a transformation from "scale expansion" to "value cultivation," with consumers increasingly demanding higher product quality, fulfillment efficiency, and shopping experience [1] - Voghion, a cross-border e-commerce platform established in 2021, has rapidly gained market share in Europe, becoming a bridge connecting Chinese supply chains with global consumers through technological innovation [1] Group 1: Quality Control System - Voghion addresses long-standing issues in the cross-border e-commerce sector, such as inconsistent product quality and frequent after-sales disputes, by implementing a comprehensive quality control system throughout the supply chain [3] - The platform enforces strict qualification screening for merchants, including sample testing and factory inspections, to prevent low-end products from entering the market [3] - Voghion conducts unpacking quality inspections on all traded goods and penalizes merchants for non-compliance, ensuring a high standard of product quality [3] Group 2: Marketing and AI Empowerment - Voghion has developed an intelligent commercial ecosystem driven by user needs and data, utilizing a comprehensive traffic operation system and AI customer service [5] - The platform offers various promotional activities and marketing tools to help merchants increase market exposure and conversion rates [5] - Voghion provides 24/7 AI customer service in multiple European languages, enhancing the shopping experience by bridging language gaps at a low cost [5] Group 3: Smart Logistics Network - Voghion has innovatively constructed a logistics system that combines smart warehousing with full-link visibility, significantly improving cross-border logistics efficiency [7] - The platform achieves delivery times of within 7 days to key markets, with overseas warehouse efficiency optimized by up to 70% [7] - A real-time logistics tracking system allows consumers to monitor their packages throughout the entire shipping process, enhancing certainty and security in cross-border shopping [7] Group 4: Broader Implications - Voghion's rise reflects the transformation of Chinese manufacturing, providing a low-risk, high-return pathway for global small and medium-sized sellers while showcasing the value-for-money advantage of "Made in China" [9] - The company's strategic expansion into North America and Southeast Asia, along with ongoing AI technology iterations, is accelerating the digital transformation of global retail infrastructure [9] - This technology-driven, quality-focused revolution in cross-border e-commerce may redefine the value distribution logic between "Chinese supply chains" and "global markets" [9]

Core Insights - Aurora Mobile's subsidiary SendCloud has successfully supported DHgate during a significant increase in U.S. users, helping it achieve the 2 position on the U.S. App Store Free iPhone Apps Ranking, only behind ChatGPT [1][4] Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services [7] - DHgate, established in 2004, is a prominent Chinese cross-border B2B marketplace that connects global buyers with Chinese manufacturers for small-batch wholesale [2] Industry Trends - The surge in DHgate's popularity in the U.S. emphasizes the importance of direct connections between Chinese factories and international consumers, facilitating easier access to goods [3] - The growth of Chinese cross-border e-commerce highlights the necessity for seamless, AI-powered customer engagement solutions to succeed in dynamic international markets [5] Technological Capabilities - SendCloud's robust API integration allowed DHgate to manage increased user load effectively, maintaining stable customer communication and fostering customer loyalty [4] - EngageLab, leveraging SendCloud's infrastructure, provides advanced customer engagement solutions tailored for global e-commerce challenges, supporting businesses in over 220 countries and regions [6][8] Performance Metrics - Aurora Mobile boasts over 90% email deliverability, a 99% inbox placement rate, and a 40% email open rate, significantly outperforming industry benchmarks [7]