彭博社援引"知情人士"消息称，速卖通正试图通过降低运费和提供比亚马逊更低的抽成来吸引大型平台，但"目前尚不清楚阿里巴巴为这项计划投入了多少 资金或资源"。速卖通此举，或许意味着中国跨境电商平台出海思路的一个大转变：从商品出海迈向品牌出海，允许品牌商家走向C位，有意让品牌出海当 主角。 相关媒体报道截图 中国制造出海，注定将迈向"中国品牌"的出海。 9月23日，阿里旗下的跨境电商平台速卖通正式启动"超级品牌出海计划"，该计划招募包括天猫品牌、亚马逊大卖在内的知名品牌，用商家在亚马逊一半的 成本，在重点市场实现更高的成交。此举被视为速卖通和亚马逊在全球市场上的"正面一战"，引发各界关注——争夺中高端品牌，而不是瞄准所谓低价。 根据我们的了解，面向品牌商家，速卖通主要提供了两大差异化的服务。 其一是更低的佣金。从品牌电商角度来看，目前行业公认的亚马逊整体佣金水位约在15-25%，而速卖通的佣金锚定亚马逊的一半，整体有望控制在8-10%之 间——本质是将大量利润还给商家。由此可见，速卖通的野心之一，是想团结中国品牌商家，将本属于自己的利润拿回来。 其二是更"置身事内"和陪伴式成长服务。在亚马逊传统的业务结构下，平台是 ...

Core Insights - AliExpress is rapidly emerging as a significant player in the cross-border e-commerce market, challenging Amazon's dominance in brand exports [2][3] - The platform has upgraded its brand export strategy to the "Super Brand Export Plan," aiming to attract well-known brands, including those from Tmall and Amazon [2][3] - AliExpress emphasizes cost efficiency for merchants, claiming that sellers can achieve higher sales at half the cost compared to Amazon [2][3] Brand Export Strategy - The upgrade in brand export strategy marks a pivotal moment in AliExpress's development, focusing on a systematic approach to brand export [3] - AliExpress will launch a "Brand+" dedicated channel to enhance consumer trust through genuine product certification, free shipping, and price protection mechanisms [4] - The platform aims to improve the shopping experience for high-ticket items, recognizing the different decision-making processes for expensive versus inexpensive products [4] Merchant Support - AliExpress will introduce a "Brand Service Center" to provide real-time advertising performance data and channel conversion analysis for brands [5] - The platform currently serves over 2,000 brands, primarily focusing on excellent Chinese brands while also incorporating local brands in markets like Spain and Poland [5] Marketing Initiatives - AliExpress is leveraging its local marketing capabilities, exemplified by a partnership with Pop Mart to host a music festival in Spain, enhancing brand engagement with local consumers [6] AI and Efficiency Tools - The platform will offer a comprehensive suite of AI tools tailored for e-commerce brands to help reduce costs and improve efficiency [7] Growth Metrics - In the first half of this year, the number of new brands on AliExpress increased by 72%, with over 500 brands doubling their sales and more than 2,000 brands entering new overseas markets [8] - The brand-focused inventory is becoming a growth engine for AliExpress, with high-ticket items gradually surpassing lower-priced products in sales [8] Market Trends - The global cross-border e-commerce landscape is shifting from aggressive growth strategies to a focus on profitability and brand value [8] - AliExpress aims to empower brands and position itself as a viable alternative for brands considering international expansion, leveraging its experience in serving Chinese brands [8] Overseas Management Model - The "Overseas Management" model allows merchants to stock products in overseas warehouses while AliExpress handles marketing and user operations [9] - This model has been upgraded to cover 30 countries, enhancing product visibility and efficiency for local consumers [9] Future Outlook - The combination of brand export and overseas management is seen as a powerful strategy for 2025, as the market evolves towards higher profits and stronger brands [10]

Core Insights - The 2025 E-commerce Conference opened in Beijing, focusing on "Digital Intelligence Leading Quality Innovation" with participation from various government and e-commerce representatives [1][4] - Beijing's online retail sales reached 303.51 billion yuan from January to July 2025, accounting for 39.55% of total social retail sales, significantly higher than the national average of 14.64% [2] - The integration of artificial intelligence and big data is driving the digital service consumption growth, marking a new growth point for e-commerce [3][5] Group 1 - The conference highlighted the importance of e-commerce as a key driver for high-quality economic development and improving people's living standards [2][3] - The application of AI in e-commerce is seen as an inevitable trend, enhancing various operational aspects such as product selection and personalized marketing [5] - Cross-border e-commerce is rapidly developing, with companies like Amazon helping Chinese brands expand globally through optimized platform services and marketing tools [3][5] Group 2 - The conference will host specialized sessions on consumer e-commerce, cross-border e-commerce, and industrial e-commerce on September 11 [6] - The event has been held annually since 2011, serving as a professional platform for showcasing e-commerce innovations and trends [6]

Core Insights - The recent changes by Amazon have created a challenging environment for sellers, particularly with new regulations and increased transparency in sales data, which may impact competition and market dynamics [1] Group 1: Brand Name Visibility - Amazon has hidden brand names from product titles on both the US and European platforms, affecting sellers' visibility and competition dynamics [2] - For smaller sellers, this change may reduce direct competition with larger brands, while for most sellers, it could weaken brand recognition and customer loyalty [3] Group 2: Sales Data Transparency - Amazon has begun to publicly disclose sales data for products with monthly sales below 50, increasing transparency but potentially harming conversion rates for lower-selling items [4][5] - The disclosed data reflects sales over the past 720 hours, which may deter consumers from purchasing products with low sales figures [7] Group 3: Compliance Regulations - New regulations require certain product categories to undergo direct validation through Amazon-approved Testing, Inspection, and Certification (TIC) agencies, replacing the previous self-upload compliance report method [9][10] - This regulation currently applies mainly to the US market and will expand to other regions, affecting categories like electric transportation devices and dietary supplements [11] Group 4: EPR Compliance in Europe - Amazon has urged sellers in the EU to complete battery EPR registration before the August 2025 deadline to avoid product delisting risks [12] Group 5: Vine Program Changes - Significant adjustments to the Vine program have been made, preventing sellers from using tactics like splitting variations to accumulate reviews, thus requiring a reevaluation of ASIN strategies [13] Group 6: Logistics Cost Adjustments - Starting May 15, 2025, Amazon will reduce logistics fees for certain categories in Europe, which could help sellers lower their shipping costs [16] - The changes will apply to local and integrated services across multiple European countries, benefiting sellers with high return rates [16] Group 7: New Analytical Tools - Amazon has introduced a new feature in its brand analytics called "Buyer Journey," allowing sellers to analyze customer interactions and optimize their marketing strategies [17] Group 8: Expansion into Mexico - Amazon Mexico has integrated European product listings, allowing customers to purchase over 30 million items without creating new accounts, indicating a strategic move to tap into the growing Mexican market [18][20] - This integration is expected to help cross-border sellers reach the Latin American market without local inventory, leveraging European supply chains to avoid local price competition [20]

在特朗普政府掀起关税战下，美国普通民众的购物正迎来"涨价潮"，连曾经实惠的网购也变得更昂贵了。 继美国亚马逊网站近千种商品涨价后，另外两家来自中国的跨境电商平台SHEIN、拼多多旗下TEMU也已上调了部分在美商品售价。 在4月16日，华尔街见闻就注意到，TEMU、SHEIN均向美国用户发出了涨价通知，称由于最近全球贸易规则和关税的变化，运营成本有所增加，公司将从4月 25日起进行价格调整。 如今4月25日期限一过，调价政策落地，不少美国网友在社交媒体上感叹， 一夜之间购物车里的东西都变贵了。 有人发现，在SHEIN平台上一套4月24日标价为4.39美元的泳装，25日已经涨价至8.39美元，提价幅度达到91%。而在TEMU上列出的两把露台椅，24日标价 为61.72美元，到25日标价已提升至70.17美元。 不过，据华尔街见闻了解，SHEIN、TEMU平台上商品价格上涨还不是普遍现象，或许价格上涨将是一个逐步推进的过程。 除了TEMU、SHEIN外，国际电商巨头亚马逊上的卖家，早就开始了涨价的动作。 根据SmartScout数据，自4月9日以来，美国亚马逊网站上近1000种商品的价格出现明显上涨，涵盖服装、家居 ...

Core Viewpoint - The article discusses the impact of recent tariff changes under the Trump administration on the pricing of goods sold by cross-border e-commerce platforms in the U.S., leading to a noticeable increase in prices for consumers [2][5]. Group 1: Price Increases on E-commerce Platforms - Amazon has seen price increases on nearly 1,000 products since April 9, with an average increase of about 30% across various categories including clothing and electronics [4]. - SHEIN and TEMU have also announced price hikes, with specific examples showing a 91% increase for a swimsuit and a 13.5% increase for patio chairs [2][3]. Group 2: Changes in U.S. Tariff Policy - The U.S. government has eliminated the exemption for low-value imports from China, which previously allowed goods valued under $800 to enter duty-free, leading to increased operational costs for companies [5][6]. - New tariffs effective May 2 will impose a 120% duty or $100 per item on packages valued under $800, increasing to $200 per item starting June 1 [5]. Group 3: Strategic Adjustments by E-commerce Platforms - TEMU and SHEIN are adapting to the changing landscape by reducing advertising expenditures in the U.S., with TEMU's ad spending down 31% and SHEIN's down 19% during a recent two-week period [7]. - To mitigate risks associated with U.S.-China trade tensions, these platforms are increasing their procurement from local suppliers and diversifying their market presence [6].