Key Points - China's goods trade import and export increased by 3.5% year-on-year in the first seven months of this year [3][29] - Amazon launched the "Central China Industrial Belt Accelerator Project" to support over 1,000 factories and brands in four provinces [6][7] - Amazon's "Flexible Customer Financing" plan is expected to boost sales by an average of 30% for participating sellers [12] - TikTok Shop opened its cross-border self-operation model in Mexico, allowing Chinese sellers to enter a $38 billion market [17] - Shopee introduced a new seller incentive plan in Latin America, offering a 10% commission reduction for three months [23] - The "Silk Road E-commerce TIR Cross-border Channel" was officially opened to enhance logistics support for trade among SCO countries [25] - Temu requires sellers to sign a "Product Compliance Declaration" to ensure products meet market regulations [39] - Caina announced an upgrade to its G2G pan-European three-day delivery service, covering 99% of Europe [63] Domestic Developments - The State Council's tariff committee announced adjustments to tariffs on U.S. imports, maintaining a 10% tariff while suspending a 24% tariff for 90 days [27] - Jiangsu Province is enhancing support for small and medium-sized enterprises in cross-border trade [26] - The total revenue of the Chinese service trade reached 3.89 trillion yuan, with an 8% year-on-year growth [31] Platform Updates - AliExpress launched an "Overseas Custody" model in Mexico, allowing local stock to be stored for faster delivery [37] - Amazon's FBA sellers face new tax regulations from the IRS, potentially increasing costs [10] - JD's cross-border ecosystem service platform was officially launched to support overseas expansion [34] Financial Reports - Zibuyu reported a net profit of 106 million yuan in the first half of the year, a 15.9% increase year-on-year [67] - Lianlian Digital achieved a net profit of 1.51 billion yuan in the first half of the year, a 531.9% increase year-on-year [71] - The total revenue of Sea Group, parent company of Shopee, reached $5.26 billion in Q2, a 38.2% year-on-year increase [76]

仓储物流海外仓对跨境电商有什么作用，当中国制造的包裹以72小时的速度送达欧美消费者手中，背后是超过5300个海外仓编织的全球物流网络在高效运 转。这片3000万平方米的"中国飞地"正成为外贸出海的标配，却也暗藏库存滞压、关税突变、合规雷区等重重风险。企业蜂拥布局的热潮中，一个核心问题 浮出水面：海外仓究竟是降本增效的终极方案，还是高投入高风险的资本陷阱，今天英脉物流就带大家来了解仓储物流海外仓对跨境电商有什么作用。 一、全球棋局：从"点"到"网"的战略跃迁 海外仓已从零散的仓储节点升级为覆盖全球的智能供应链中枢。截至2025年初，中国企业运营的跨境电商海外仓数量突破5300个，其中北美占比超60%，欧 洲达22.6%，东南亚则以年均40%增速成为新增长极。这种扩张不仅是数量叠加，更是网络化协同的质变——德国仓辐射西欧、波兰仓覆盖东欧、墨西哥仓 联动美洲的"多级枢纽"模式，让货物通过区域分拨实现"一地入仓，辐射多国"。例如某家具企业将60%库存前置至波兰仓，通过卡车网络48小时内可达欧洲 10国，物流成本降低23%。 二、模式裂变：三方势力竞合下的生存法则 行业格局正从平台垄断向生态协作进化： 平台仓（如亚马逊 ...

Core Insights - The report highlights the resilience of cross-border e-commerce despite global trade fluctuations, predicting that global e-commerce sales will rise from $6.8 trillion in 2025 to $8 trillion by 2027, with a penetration rate increasing from 20.1% to 22.6% [1][17][20] - The cross-border e-commerce supply chain has evolved through stages of "transport," "warehousing," and "distribution," and is now entering a phase dominated by "network chains," focusing on global network layout, regional grid services, end-to-end digitalization, and value-added benefits [1][12][24] - Consumer demand is driving fulfillment upgrades, with key decision factors including free shipping, return policies, and next-day delivery [1][30] Group 1: Global Trade and E-commerce Trends - Global trade is experiencing mild recovery despite pressures, with the WTO predicting a 0.2% decline in global goods trade volume in 2025, followed by a recovery to 2.5% growth in 2026 [15][16] - The global retail e-commerce market is expected to grow at double the rate of overall retail, with sales projected to increase significantly, indicating strong growth potential for e-commerce [17][20] - Mature markets continue to dominate global e-commerce, while emerging markets are entering a rapid growth phase driven by factors such as internet penetration and urbanization [21][22] Group 2: Supply Chain Evolution and Challenges - The cross-border e-commerce supply chain has undergone four stages, culminating in a "network chain" model that emphasizes global coverage and efficient collaboration [24][29] - Key challenges for merchants include complex customs policies, unstable transport times, inventory backlog, and high costs of interfacing with multiple service providers [1][23] - The logistics market is projected to grow from $1.08 trillion in 2024 to $1.73 trillion by 2030, highlighting the need for efficient warehousing and fulfillment strategies [33] Group 3: Consumer Expectations and Fulfillment - Consumer fulfillment experience significantly influences online purchasing decisions, with a majority prioritizing free shipping and return policies [30][31] - The report emphasizes the importance of building a global fulfillment network to meet rising consumer expectations for delivery speed and reliability [32] - Efficient fulfillment processes are critical for product innovation, with a significant percentage of merchants indicating a need to enhance their product design and inventory management capabilities [42][44]