（原标题：跨境电商进出口创新高；TikTok欧洲月活破2亿丨出海周报） 21世纪经济报道记者 董静怡 行业一览 商务部：上半年跨境电商进出口约1.3万亿元，创历史新高 在国务院新闻办公室11日举行的新闻发布会上，商务部有关负责人透露，今年上半年，我国可数字化交 付的服务进出口1.5万亿元，跨境电商进出口约1.3万亿元，均创历史新高。 中国进出口连续3个月实现双增长 海关总署9月8日发布数据显示，8月，中国货物贸易进出口总值3.87万亿元，同比增长3.5%。其中，出 口2.3万亿元，同比增长4.8%；进口1.57万亿元，同比增长1.7%。 海关总署统计分析司司长吕大良表示，8月当月出口、进口均增长，已连续3个月实现双增长。 今年前8个月，中国进出口累计29.57万亿元，增速达3.5%，较上半年再提速0.6个百分点。 美国长滩港一货船发生事故，60多个集装箱坠海 据央视新闻，当地时间9月9日上午，美国长滩港一艘名为"密西西比号"的货船发生事故，60多个集装箱 坠入海中，漂浮在水面，暂无人员伤亡报告。美国海岸警卫队在社交平台X上表示，大约67个集装箱落 水。部分集装箱疑似砸中船侧用于收集排放物的反污染船"STAX ...

Core Insights - Temu has emerged as a strong competitor in the Mexican e-commerce market, surpassing Mercado Libre and Amazon in traffic share, indicating a significant shift in market dynamics [1][4] - The opening of a new air logistics route from Haikou to Cyprus and Rome enhances the international logistics network, positioning Haikou as a key logistics hub [3][4] - The strategic partnership between Cainiao and Qatar Airways aims to upgrade cross-border logistics services, improving delivery efficiency and customer experience [3][4] Temu's Market Expansion - Temu achieved a traffic share of 15.98% in the Mexican e-commerce market in Q2 2023, surpassing Mercado Libre (15.16%) and Amazon (14.7%) [1] - The platform's global GMV reached approximately $35 billion in the first half of 2025, reflecting a 50% year-on-year growth despite challenges [2] - In Brazil, Temu's platform visits reached 409.7 million in July, a 70% increase, leading the market with a 13.4% traffic share [2] New Air Logistics Route - The new air route from Haikou to Cyprus and Rome, operated by Cyprus Eurasia Airlines, marks a significant addition to the international logistics network [3] - The route will operate weekly, primarily transporting cross-border e-commerce goods, enhancing trade connections between Europe and Asia [3] - Haikou Meilan International Airport has handled approximately 16,000 tons of international cargo this year, with cross-border e-commerce goods accounting for 6,932 tons [3] Cainiao and Qatar Airways Partnership - Cainiao and Qatar Airways have announced a long-term strategic partnership to enhance cross-border logistics services [3] - The collaboration will double the frequency of cargo flights from China to Europe, improving capacity and reliability [3] - This partnership aims to provide better shipping options for cross-border e-commerce platforms, enhancing the overall customer shopping experience [3]

Core Insights - The article highlights the strategic development of Cainiao's global logistics network, particularly through the establishment of the Hong Kong eHub, which enhances cross-border logistics efficiency and supports the company's globalization efforts [1][4][12]. Group 1: Company Developments - Cainiao's Hong Kong eHub is a key logistics hub located just five minutes from Hong Kong Airport, capable of processing tens of thousands of tons of goods daily, with a four-hour air radius covering core Asia-Pacific markets [1]. - The company has transitioned into its 3.0 phase, emphasizing globalization and market-oriented strategies, with over half of its business now coming from international operations [1][4]. - Cainiao has introduced various logistics products, including "5 USD 10-day delivery," which now accounts for approximately 70% of its offerings, reflecting a significant shift in service efficiency [6][8]. Group 2: Industry Trends - The cross-border logistics sector is experiencing rapid improvements, with Cainiao's logistics products becoming more diverse and tailored to meet the needs of e-commerce businesses [7][9]. - The demand for overseas warehouses and global supply chain solutions is increasing, driven by the need for brands to adapt to international markets [10][11]. - The logistics industry is moving towards a more standardized and competitive landscape, with Cainiao's growth reflecting the broader trend of the Chinese cross-border logistics sector evolving from a broad to a more refined approach [12][17].

Core Insights - The article highlights the growing demand for overseas warehouses as Chinese companies expand their brands internationally, with logistics efficiency becoming a critical competitive factor [3][4][11] - Cainiao, a logistics company backed by Alibaba, is positioning itself as a key player in this space, focusing on building a global logistics network to support cross-border e-commerce [3][11][12] Group 1: Logistics and Supply Chain - Cainiao has established its largest overseas self-operated warehouse in Southeast Asia, located near Kuala Lumpur, which is equipped with advanced technology and security measures [8][9] - The demand for overseas warehouses has surged, with Cainiao reporting a multiple increase in local business volume since the beginning of the year [2][3] - The overseas warehouse model significantly reduces logistics time, allowing for same-day or next-day delivery, compared to several days for cross-border direct mail [4][6] Group 2: Market Expansion and Strategy - Cainiao is rapidly expanding its overseas warehouse network, particularly in Malaysia, which is seen as a key market for Chinese companies going abroad [7][9] - The company operates over 40 overseas warehouses across 18 countries and regions, covering major markets in Europe, North America, and Asia-Pacific [6][11] - Cainiao's competitive advantages include a strong brand reputation from its domestic operations, strategic warehouse locations, and a well-established local team [10][12] Group 3: Future Outlook - The logistics industry is undergoing a transformation as companies like Cainiao aim to reshape global supply chain service standards, driven by the rise of cross-border e-commerce [3][11] - Cainiao's vision includes achieving "global 72-hour delivery" and expanding its market presence while enhancing its technological capabilities [11][13] - The company is expected to evolve into a more market-oriented global logistics giant over the next decade, leveraging its e-commerce and technology roots [14]

Group 1 - The 2025 Langfang International Economic and Trade Fair showcased an efficient global supply chain logistics system, exemplified by fresh Norwegian salmon arriving within 24 hours of being caught [1] - The fair took place from June 16 to June 20, coinciding with China's major e-commerce platforms' "618" promotional event, which significantly increased online shopping volumes and put the logistics system under peak operation [1] - The China Logistics and Purchasing Federation reported that the total social logistics volume in 2024 reached 360.6 trillion yuan, with a year-on-year growth of 5.8% [1] Group 2 - The "Action Plan for Effectively Reducing Social Logistics Costs" issued by the Central Committee of the Communist Party of China and the State Council aims to lower the ratio of social logistics costs to GDP to around 13.5% by 2027 [2] - The plan emphasizes the importance of reducing social logistics costs to improve economic efficiency, highlighting the potential for significant reductions compared to individual enterprise cost control [2] - The Ministry of Commerce and eight other departments launched a plan to accelerate the development of intelligent supply chains in key sectors such as agriculture, manufacturing, wholesale, and retail [2] Group 3 - The "Key Cases for Reducing Social Logistics Costs" were published, featuring 20 selected examples from over 200 global submissions, including Cainiao Group's "Global 5-Day Delivery" project [3] - The logistics and supply chain service market in China is evolving into a collaborative ecosystem characterized by "logistics channels + logistics hubs + industrial clusters," providing a comparative advantage over many developing countries [3] - The integration of intelligent technology in logistics is expected to accelerate the transition to intelligent supply chain services, enhancing efficiency and reducing costs across the logistics sector [3]