上线即销售全球，当跨境电商进一步全球布局，下一个新十年将如何展开？ Dharmesh M. Mehta：今年是亚马逊和第三方卖家合作25周年，当我们首次邀请独立卖家进入我们的商 店时，这是一个非常大胆的决定，当时也有点争议。但现在回过头来看，它确实改变了零售业。现在， 我们商店中超过60%的商品来自独立卖家。 展望未来，我想强调三点，首先，生成式AI最近的发展将继续改变销售体验的方方面面。它将提供强 大的新功能，使卖家的销售更轻松，有助于降低他们的成本。 其次，顾客仍然非常希望获得快速配送服务，我们将在供应链方面持续努力，为卖家提供更加便捷、可 靠的服务，我们在这方面正在持续投入。 最后，帮助顾客找到低价商品仍然非常重要。客户现在对于消费非常慎重，我们需要帮助卖家提供优惠 的日常低价，并在大型购物活动中提供大幅优惠和促销。 《21世纪》：你能否详细谈谈品牌建设？随着越来越多的中国中小企业希望扩大其品牌影响力，你能提 供一些建议吗？ Dharmesh M. Mehta：品牌建设的关键，在于帮助品牌商与经销商真正理解客户需求。我们投入大量精 力进行市场洞察——分析客户搜索和关注的产品趋势，协助品牌打造具备独特功能 ...

21世纪经济报道记者柳宁馨 杭州报道 上线即销售全球，当跨境电商进一步全球布局，下一个新十年将如何展开？ AI同样是巨大变量。目前，AI技术在跨境电商各个环节爆发式应用和提效，以亚马逊为例，此前，企业发布了突破性的Agentic AI创新，以及覆盖选品、品 牌、流量、业绩分析与优化的全流程AI工具。 日前，围绕卖家竞争力和品牌出海、AI工具应用、物流创新、中国卖家等话题，21世纪经济报道专访了亚马逊全球副总裁、全球销售伙伴服务负责人 Dharmesh M. Mehta。 在Dharmesh M. Mehta看来，过去几年，生成式AI的出现真正颠覆了销售体验的每个环节。他观察到，许多中国卖家正在努力打造品牌，通常是刚刚起步的 新兴企业家或新成立的小企业，希望创建全球品牌并与不同国家的顾客产生共鸣。因此，亚马逊正继续创新，让中国乃至全球各地的卖家，在多方面更容易 实现"上线即销售全球"的业务布局。 做品牌关键是理解客户需求 《21世纪》：你如何看待下一阶段的全球卖家竞争力？是否正在从传统的供应链和成本效率转向品牌建设、客户体验和人工智能驱动的能力？ Dharmesh M. Mehta：今年是亚马逊和第三方卖家合作 ...

Core Insights - The article discusses Amazon's strategic decision 25 years ago to allow third-party sellers on its platform, which has significantly transformed the retail industry and contributed to over $2.5 trillion in sales from these sellers [1] - Over 60% of products sold on Amazon now come from third-party sellers, highlighting the platform's evolution into a comprehensive online marketplace [1] - The article emphasizes the growth of Chinese sellers on Amazon, with sales in mature markets increasing by over 15% and in emerging markets by over 30% since 2025 [3] Group 1: Amazon's Marketplace Evolution - Amazon's introduction of third-party sellers has allowed for rapid expansion of product variety and price competitiveness, while also generating additional revenue through commissions [1] - The platform has created significant opportunities for sellers globally, with over 60% of products now sourced from third-party vendors [1] - The sales generated by third-party sellers have contributed to a transformative impact on the retail landscape [1] Group 2: Growth of Chinese Sellers - Since 2025, Chinese sellers have sold billions of items through Amazon, with notable sales growth in both mature and emerging markets [3] - The number of Chinese sellers achieving sales over $2 million, $5 million, and $8 million has increased by over 20%, while those surpassing $10 million have seen a nearly 30% growth [3] Group 3: Next Generation Global Selling - Amazon's "Next Generation Global Selling" initiative aims to empower cross-border e-commerce by enabling sellers to reach global customers directly from local warehouses [5][7] - The initiative includes leveraging AI to enhance efficiency in the cross-border selling process, allowing sellers to unlock global opportunities from day one [5][7] Group 4: AI and Seller Support - Amazon is investing in AI and machine learning to improve the seller experience, including tools that automate product information creation, which can save sellers significant time and effort [8][9] - The introduction of the "Seller Assistant" tool provides personalized support to sellers, helping them optimize their business strategies based on consumer behavior insights [11] Group 5: Supply Chain and Logistics - Amazon's logistics services, including Fulfillment by Amazon (FBA), have facilitated the delivery of over 800 billion products, significantly enhancing supply chain reliability for sellers [12] - The company is expanding its global logistics capabilities to provide end-to-end supply chain solutions, addressing challenges such as customs clearance and inventory management [13]

Core Insights - The "Top 50 Global Freight Companies" list for 2025 was published, ranking companies based on their freight revenue for 2024, with a total freight revenue of $121.95 billion, reflecting a year-on-year growth of 4.7% [1][3]. Group 1: Rankings and Revenue - The entry threshold for the list increased from $5.074 billion to $5.291 billion [1]. - Amazon retained the top position with freight revenue of $156.15 billion, a year-on-year increase of 11.49% [8][9]. - UPS reclaimed the second position with freight revenue of $91.07 billion, a slight increase of 0.1%, while FedEx fell to third with $87.39 billion, down 6.3% [8][9]. - The top four positions are held by American companies, with USPS in fourth place at $79.54 billion [8][9]. Group 2: Regional Representation - The United States has 18 companies on the list, maintaining its leading position, followed by China (including Hong Kong and Taiwan) with 7 companies, an increase of one from the previous year [1]. - Other countries represented include Germany and Japan with 5 companies each, and France and Canada with 3 each [1]. Group 3: Notable Companies - Walmart made its debut on the list at 32nd place with freight revenue of $9.497 billion, planning to invest $300 million in a new e-commerce fulfillment center in North Carolina [3][10]. - SF Express ranked 8th with freight revenue of $39.56 billion, showing a growth in various business segments, including a 5.8% increase in express delivery revenue [5][9]. - China State Railway Group ranked 10th with freight revenue of $33.48 billion, achieving a 1.9% increase in cargo volume [5][9]. Group 4: Industry Trends - The total freight revenue across the top 50 companies indicates a healthy growth trend in the logistics sector, with significant contributions from e-commerce and third-party logistics [1][3]. - The expansion of e-commerce fulfillment centers and the use of drone delivery services are emerging trends among leading companies like Walmart [3].

Core Insights - The report titled "Resilience Reconstruction - 2025 Global Cross-Border E-commerce Supply Chain Trend Report" analyzes the future trends of cross-border e-commerce supply chains over the next three years and identifies four major pain points in logistics during the overseas expansion process [1][3] - It proposes an innovative model for a global resilient supply chain to assist Chinese sellers in overcoming challenges [1][7] Group 1: Development Trends - The report provides a forward-looking perspective on the development trends of cross-border e-commerce export supply chains amidst profound changes in the global trade environment [3] - It outlines the evolution of China's cross-border e-commerce supply chain through four stages: "transportation," "warehousing," "distribution," and "network," highlighting the transformation from a logistics support role to a core service hub for efficient collaboration [4] Group 2: Opportunities and Pain Points - Three driving forces for the transformation of cross-border e-commerce supply chains are identified: consumer demand driving fulfillment capability upgrades, overseas infrastructure supporting efficient global delivery, and supply chain efficiency impacting competitiveness [5][8][10] - The report reveals four core issues faced by merchants based on a survey of over 300 responses: reliability issues, timely fulfillment challenges, inventory management difficulties, and quality improvement needs [11][14] Group 3: Innovative Pathways and Implementation Strategies - The report suggests four core pillars for constructing a global resilient supply chain: global network layout, regional service grid, end-to-end digitalization, and expanded value benefits [16] - It provides practical case studies demonstrating the effectiveness of these strategies, such as TAILI's use of Amazon Global Logistics (AGL) to reduce logistics costs and improve customs efficiency [16][18] Group 4: Future Trends - The rise of global supply chain service industries is anticipated, integrating logistics, warehousing, customs, transportation, and fulfillment resources to provide specialized services for cross-border e-commerce [20] - The "Supply Chain as a Service (SCaaS)" model is expected to lower the barriers for small and medium-sized enterprises to enter global markets by offering modular services without the need for building logistics teams [21] - The report emphasizes the importance of multi-regional layouts, localized inventory, and improved customs efficiency to enhance local fulfillment capabilities [22] - It highlights the role of intelligent systems and green logistics in driving efficiency and sustainability within supply chains [23][24]