Core Insights - The cross-border e-commerce industry is shifting from "traffic competition" to a comprehensive strength competition focused on "supply chain + technology" [2][8] - Amazon announced multiple upgrades to its supply chain solutions, product selection tools, and brand services to enhance the efficiency and global competitiveness of cross-border e-commerce sellers [2][5] Supply Chain and AI Upgrades - Amazon Global Logistics (AGL) launched cross-border sea freight services between China and Japan, covering major ports and expanding its distribution network in the U.S. [3] - The Supply Chain Managed Service (AMS) now offers end-to-end management, allowing sellers to choose from various services [3] - Amazon's AI applications in product selection have been enhanced, significantly reducing data analysis time for sellers [3][4] Market Expansion and Seller Support - Amazon has opened 20 overseas sites to Chinese sellers, providing access to millions of active users and buyers [5] - The integration of AI and supply chain services is expected to increase seller retention, especially for small and medium-sized sellers who face high barriers to building logistics and data analysis capabilities [4] Industry Trends - The importance of resilient supply chains has been highlighted amid fluctuating international trade environments [6] - The logistics and warehousing costs account for 15%-20% of overall operating costs in cross-border e-commerce, making supply chain efficiency a critical factor for profitability [6] - Over 50% of global consumers consider "free shipping" a key factor in purchasing decisions, emphasizing the need for efficient supply chains [6] Competitive Landscape - Various cross-border e-commerce platforms are intensifying their supply chain strategies to gain a competitive edge [7] - Companies like Temu and SHEIN are investing heavily in local supply chains and logistics networks to enhance delivery efficiency [7] - The industry is entering a phase where supply chain capabilities will determine market positioning, with platforms needing to focus on cost control, demand forecasting, and user experience [7][8]