本报讯 （记者梁傲男）今年海外"双11"刚结束，"黑五"大促还在热卖，深圳清洁家电品牌ILIFE已经交出了一份让同行侧 目的成绩单。 海外"双11"期间，ILIFE在阿里旗下跨境电商平台速卖通AliExpress上的销售额同比增长130%，首次超过了其在亚马逊平台 的销售额。过去一年，ILIFE在速卖通的总销售额同比增长近3倍。仅在波兰一个国家，ILIFE年销售额就突破千万美元，一举 成为波兰"国民级"清洁家电品牌。 "每10户波兰家庭就有一台我们的扫地机。"ILIFE总经理缪群毅表示，"我们过去一年的增长基本全来自速卖通，明年速卖 通有可能成为我们'出海'第一阵地。" ILIFE选择加大速卖通投入的一个重要因素是经营成本。"在速卖通上的整体成本约为亚马逊的一半。其中佣金费率在5%— 10%，低于亚马逊约10个百分点；且人力投入不到亚马逊的一半，售后率相对更低。"缪群毅介绍。 速卖通正在攻入亚马逊的欧美核心主场，成为越来越多中国品牌"出海"的第一阵地。 据悉，海外"双11"大促期间，超300个品牌在速卖通实现了对亚马逊销量的双倍反超，达成百万美金销售额的品牌数量同 比激增80%。应用分析平台Sensor To ...

Core Viewpoint - The recent acquisition of transaction data from Amazon by the government poses a significant threat to cross-border e-commerce companies that previously operated without strict invoicing and accounting practices, marking the end of an era of lax regulations [3][8]. Group 1: Impact of Government Data Acquisition - The government now possesses complete and accurate sales revenue data from Amazon, which will be compared against the reported income of domestic companies, leading to potential discrepancies [5]. - This change in the regulatory environment is expected to force companies to transition from a gray area of "two sets of books" to a fully compliant operational model [8]. Group 2: Financial Consequences - Companies may face substantial tax liabilities due to underreported income; for instance, if a company reported only 5 million in income while actual sales were 20 million, it could owe 3.75 million in corporate income tax alone [6]. - The inability to deduct costs due to lack of proper invoices will inflate taxable income, leading to higher tax burdens even if actual profits are lower [9]. Group 3: Risks of Non-Compliance - The use of personal bank accounts for receiving payments from overseas platforms exposes individuals to scrutiny, as these transactions may be classified as "off-the-books income," potentially leading to severe penalties or criminal charges [9].

Core Insights - Chinese brands are significantly increasing their inventory on Alibaba's AliExpress platform ahead of the overseas "Double Eleven" and "Black Friday" sales seasons, indicating a strategic shift to diversify sales channels and reduce reliance on Amazon [1][3][9] Group 1: Brand Strategies - Notable Chinese brands such as ROCKBROS, SYMINO, COMHOMA, Alpicool, and ILIFE are enhancing their stock levels on AliExpress, with some brands like ROCKBROS doubling their inventory compared to previous years [1] - ILIFE has adjusted its reserved stock on AliExpress to 80,000 units, more than double last year's figures, citing lower operational costs on the platform as a key factor for this decision [2] - COMHOMA has shifted a significant amount of inventory to AliExpress's "overseas warehousing" model, which has resulted in a fivefold increase in sales on the platform over the past year [2] Group 2: Competitive Landscape - AliExpress launched the "Super Brand Going Global Plan" in September, aiming to help brands achieve higher sales at lower costs compared to Amazon, which is seen as a direct competition for mid-to-high-end brands [3][4] - Following the launch of this plan, several brands have reported that their sales on AliExpress have surpassed those on Amazon, indicating a shift in market dynamics [3] - Amazon is facing significant challenges, including a planned reduction of up to 30,000 corporate jobs, which may impact brand communication and promotional activities on the platform [9] Group 3: Market Trends - By 2025, the top three global e-commerce platforms are projected to be Amazon, Temu, and AliExpress, highlighting the increasing influence of Chinese e-commerce platforms in the global market [9][11] - The upcoming sales period from November 11 to December 3 is expected to be a critical test for AliExpress in attracting mid-to-high-end brands and challenging Amazon's market dominance [11]

Core Insights - Amazon plans to invest €1.4 billion (approximately $1.63 billion) in the Netherlands over the next three years, marking its largest investment in the country since starting operations in 2020 [1] - The investment aims to enhance customer service and improve operations in a key growth market for Amazon, where it currently trails behind local competitor Bol.com [1] - Part of the investment will focus on developing artificial intelligence for entrepreneurs selling products on the Amazon platform [1] Company Overview - Amazon currently employs around 1,000 people in the Netherlands [1] - The company is looking to strengthen its position in the Dutch market, which is the fifth largest economy in the Eurozone [1] Competitive Landscape - Amazon's online sales in the Netherlands are currently behind market leader Ahold Delhaize's subsidiary, Bol.com [1] - The investment is part of a broader strategy to enhance Amazon's competitive edge in the region [1]

Core Insights - Amazon plans to invest over €1.4 billion in the Netherlands over the next three years, marking its largest investment in the country since starting operations in 2020 [1] - The investment aims to develop artificial intelligence for entrepreneurs selling products on the Amazon platform, while also supporting Amazon Web Services (AWS) and retail operations [1] - The initiative is expected to enhance infrastructure and assist small and medium-sized enterprises in expanding their customer reach both locally and globally [1]

Core Viewpoint - The cross-border e-commerce industry is facing significant challenges due to fluctuating tariff policies, particularly from the U.S., which has led to profit compression and high costs for sellers. Despite these challenges, leading companies like Saiwei Times Technology Co., Ltd. are strategically positioning themselves for long-term growth through substantial investments in infrastructure [2][5]. Group 1: Company Developments - Saiwei Times has successfully acquired a core land parcel in Longgang District, Shenzhen, for 154 million yuan, intended for the construction of a "Global Innovation and Digital Operations Center" [3][4]. - The project will integrate key business functions such as product research and development, brand incubation, supply chain management, and digital operations, enhancing the company's comprehensive service capabilities in the cross-border e-commerce sector [3][7]. - The land covers an area of 26,863.91 square meters with a planned construction area of 139,298 square meters and a land use period of 30 years [3]. Group 2: Financial Performance - In the first half of 2025, Saiwei Times reported total revenue of 5.346 billion yuan, a year-on-year increase of 27.96%, with the apparel and accessories segment generating 3.930 billion yuan, up 30.91% [5][6]. - The company's operating cash flow reached 510 million yuan, reflecting a significant year-on-year growth of 365.65%, indicating improved inventory turnover and operational capital management [5]. Group 3: Industry Trends - The recent land acquisition by Saiwei Times is part of a broader trend among leading cross-border e-commerce companies, such as Anker Innovations and Zongteng Group, who are also establishing their own industrial bases in Shenzhen [6][7]. - This shift from a "light asset, traffic-driven" model to a focus on building brands, supply chains, and technological capabilities is seen as essential for creating long-term competitive advantages in the evolving market landscape [6][7].

Core Insights - AliExpress has launched the "Super Brand Going Global Plan" in September, leading to a shift of inventory from Amazon to AliExpress by several brands, with at least 10 brands achieving higher global sales on AliExpress than on Amazon in October [1][3] - Brands are finding significant cost advantages on AliExpress, with one seller noting that costs have dropped from $30 to $15 for every $100 earned compared to Amazon [1] - The upcoming overseas Double 11 event on AliExpress will run from November 8 to December 3, providing a month-long opportunity for business growth [3] Competitive Landscape - The move by AliExpress signals a direct competition with Amazon for mid-to-high-end brands, addressing the challenges domestic brands face on platforms like Amazon [4] - The global trade environment's volatility necessitates more flexible platform strategies for brands [5] Growth and Brand Development - AliExpress is emerging as a "second home" for brands going global, with a 70% year-on-year increase in new brands and over 500 brands doubling their sales [6] - The platform is experiencing a shift towards higher-priced goods, with local stock models achieving 30%-40% GMV in some countries, indicating a focus on brand building [7] Brand Trust and Marketing Strategies - AliExpress aims to enhance brand visibility and memorability through initiatives like the Brand+ channel, which includes genuine product certification and promotional events [8] - The platform's combination of cost advantages, support for brands, and clear growth signals is attracting more sellers to shift their focus towards AliExpress [9]

Core Insights - AliExpress's "Super Brand Going Global Plan" is reshaping the landscape of the cross-border e-commerce brand market [2][5] - Since the launch of the plan in September, several Amazon sellers have begun shifting their inventory to AliExpress, with at least 10 brands achieving higher global sales on AliExpress than on Amazon [2][5] - The plan aims to attract brands by offering lower costs and strong platform support, marking a new phase in brand competition within cross-border e-commerce [2][4] Group 1: Brand Performance - At least 10 brands with annual sales exceeding $1 million have surpassed Amazon in global sales on AliExpress since October [2] - A Shenzhen-based 3D printing brand reported a 30% increase in daily sales on AliExpress compared to Amazon since October [2] - The number of new brands on AliExpress increased by 70% year-on-year in the first half of the year, with over 500 brands doubling their sales [4] Group 2: Strategic Initiatives - The "Super Brand Going Global Plan" was launched on September 23, 2023, targeting Tmall brands and large Amazon sellers [3][4] - AliExpress aims to allow merchants to achieve higher sales in key markets at half the cost compared to Amazon [4] - The platform has introduced a "Brand Service Center" to provide real-time data and analysis for brands, facilitating refined operations [4] Group 3: Market Trends - The global cross-border e-commerce competition is shifting from aggressive growth to a focus on profitability and brand value [5] - The emergence of over 10 brands surpassing Amazon in sales indicates the initial success of the "Super Brand Going Global Plan" [5] - The industry consensus is that cross-border e-commerce is transitioning from a "selling goods era" to a "brand era" [5]

Core Insights - Amazon has announced that it will report tax-related information of Chinese sellers to tax authorities starting from October 2025, as mandated by China's Announcement No. 15 of 2025, impacting all cross-border e-commerce sellers on its platform [1] - This initiative signifies a shift in the cross-border e-commerce industry towards mandatory tax compliance, which is now essential for survival rather than optional [1] Group 1: Tax Reporting Requirements - Amazon's reporting will include critical data such as business names, unified social credit codes or personal ID information, transaction amounts, and commission expenditures [1] - The reporting process will be implemented in two phases: first through Amazon's low-cost marketplace Haul, and then directly to tax authorities by October 31, covering Q3 2025 transaction data [1] Group 2: Impact on Sellers - Sellers without commercial registration will face significant challenges, including the risk of back taxes and penalties due to previously unreported income [2] - The direct connection between Amazon's transaction data and tax systems will require sellers to reassess their pricing strategies and profit models, as tax costs will become more transparent [2] Group 3: Industry Trends - The new reporting policy reflects a broader trend towards increased regulation and standardization in the cross-border e-commerce sector, necessitating that sellers prioritize compliance and data accuracy [3] - Utilizing tools like cross-border e-commerce ERP systems can assist sellers in managing their business data effectively in this evolving regulatory environment [3]

Core Insights - AliExpress has launched the "Super Brand Going Global Plan," aiming to challenge Amazon by offering merchants the opportunity to achieve higher sales at half the cost in key markets [1][3][5] - The shift from low-price competition to brand-focused strategies is a response to the saturated market and increasing operational challenges faced by sellers [2][4][6] Industry Trends - The cross-border e-commerce landscape has transitioned from a "blue ocean" to a "red ocean," with intensified competition and product homogenization [2][4] - The urgency for transformation is heightened by external pressures, such as increased tariffs and a more conservative trade environment [4][5] Company Strategy - AliExpress has seen a 70% year-on-year increase in the number of brands on its platform, with over 500 brands doubling their sales [5] - The platform's focus on high-ticket and high-tech products is evident, with brand sales gradually surpassing low-ticket items [1][5] Competitive Positioning - AliExpress aims to differentiate itself from other platforms by providing a comprehensive brand service team and a systematic approach to brand expansion [5][6] - The platform's commission rates are significantly lower than Amazon's, which may attract more merchants [6][7] Long-term Vision - AliExpress is prepared for long-term investments in cross-border globalization, with a lower expectation for immediate profitability compared to Amazon [8] - Other Alibaba platforms, such as Taobao and Lazada, are also shifting towards brand-focused strategies to escape low-price competition [9][10]