Group 1 - The 2025 Yiwu E-commerce Expo is set to take place from June 21-23, 2025, in Yiwu, which is recognized as a global trade hub and a key driver of digital transformation and industry innovation [1][4] - The expo will feature over 20 popular cross-border platforms, 200+ cross-border service providers, 1200+ source factories, and attract over 100,000 professional visitors [4] - The event will include eight major exhibition areas covering various sectors such as home goods, electronics, outdoor camping, and creative products, integrating resources from source manufacturers, service platforms, and cross-border logistics [4] Group 2 - The pet industry is experiencing significant growth, driven by rising living standards and the increasing role of pets in households, creating new opportunities for diversification in pet-related products and services [3] - The expo serves as an excellent opportunity for pet industry enterprises to understand the market, expand channels, and connect with partners [4][3] - The organizing committee has actively engaged with quality manufacturers and exhibitors at the pet expo to facilitate precise invitations for buyers [3]

Core Viewpoint - The article discusses the recent changes in the cross-border e-commerce landscape, particularly focusing on the impact of the T86 policy cancellation on different business models and the subsequent adjustments made by sellers in response to market dynamics [1][5][11]. Group 1: Impact of T86 Policy Cancellation - The cancellation of the T86 policy, which previously allowed for higher tax-free limits on low-value packages, has significantly affected platforms like Temu and Shein that relied on a full-service model [5][6]. - Sellers have shifted from a full-service model to a semi-service model, managing logistics and inventory themselves, which has led to a change in operational dynamics within the industry [3][5]. Group 2: Seller Adjustments and Market Dynamics - Sellers like Zhang Sheng have adapted by increasing inventory in overseas warehouses and returning to a more proactive management style, focusing on real-time monitoring and replenishment of popular products [3][5]. - The emergence of a "robust" market for cross-border e-commerce is noted, with sellers diversifying their strategies to reduce reliance on single platforms and exploring new markets, such as Latin America [6][11]. Group 3: Shipping and Logistics Trends - The logistics landscape has seen a significant increase in shipping demand, with inquiries rising by 300% as traditional foreign trade companies and cross-border e-commerce sellers rush to replenish stock [10]. - Despite the surge in shipping volume, sellers have not faced significant issues in securing shipping containers, indicating a resilient logistics network [10]. Group 4: Seller Experiences on Amazon - Amazon FBA sellers have reported a relatively stable shipping experience, with many opting for tax-inclusive shipping channels and preparing inventory well in advance of peak seasons [7][8]. - The overall impact of rising shipping costs has been manageable for sellers of lightweight products, allowing for flexible pricing strategies [7][8]. Group 5: Future Outlook - There is optimism regarding the recovery of shipping capacity, with expectations that normal operations will resume as the market stabilizes [10][11]. - Cross-border e-commerce companies are encouraged to optimize logistics models and enhance product value to adapt to the evolving market conditions [11].

Core Insights - The cross-border e-commerce industry is undergoing significant changes, particularly following the cancellation of the T86 policy, which previously facilitated low-value package imports [7][9][12] Group 1: Industry Changes - The cancellation of the T86 policy has directly impacted platforms like Temu and Shein, which relied on a full-service model for low-cost shipping [7] - Temu has introduced the Y2 model as a transitional solution for sellers who have not yet established overseas warehouses but can ship small packages [7] - The market is seeing a diversification trend, with companies exploring independent sites and building private traffic to reduce reliance on single platforms [9] Group 2: Seller Experiences - Sellers have adapted to the new environment, with some transitioning from full-service to semi-service models to manage logistics more effectively [3][6] - Despite the challenges, some sellers report that their operations have returned to normal, focusing on real-time monitoring and inventory management [6][12] - Amazon FBA sellers have been less affected compared to self-fulfillment sellers, maintaining stable operations and preparing for upcoming sales seasons [10][12] Group 3: Logistics and Shipping - The logistics landscape is currently strained due to a surge in shipping demand, with inquiries and new customer transactions increasing significantly [12] - Shipping costs have risen, with reports of an 80% increase in peak shipping rates, but sellers are managing these costs effectively [11][12] - Overall, there is optimism regarding the recovery of shipping capacity, as the market is expected to stabilize with increased shipping routes and mature logistics systems [12]

Core Insights - Export orders for many foreign trade companies have decreased by 30% to 50%, prompting a shift towards expanding domestic sales channels to compensate for lost international market share [1][2] - The "Foreign Trade Quality Products Market Expansion" event was launched to explore new pathways for foreign trade companies to transition to domestic sales [1][2] Group 1: Market Conditions - The global trade environment is complex and challenging, leading foreign trade companies to seek ways to navigate uncertainties [1] - Domestic consumer demand for high-quality and personalized products is increasing, providing a significant opportunity for foreign trade products to enter the domestic market [1][2] Group 2: Initiatives and Support - The Hangzhou Municipal Bureau of Commerce has introduced a three-year action plan to enhance the city's position as a global e-commerce hub, focusing on attracting quality supply chain enterprises and supporting new e-commerce talent [1][2] - Major e-commerce platforms and retail giants in Hangzhou are actively implementing measures to facilitate the entry of foreign trade products into the domestic market, including dedicated support teams and streamlined processes [2] Group 3: Event Outcomes - The event facilitated over a hundred preliminary cooperation intentions among participating foreign trade companies, indicating strong interest in domestic market integration [2] - Companies are adjusting product designs to meet domestic market demands, showcasing a proactive approach to align with local consumer preferences [2]

Shein 正快速学习如何建立好一套规则，让平台商家也赚到钱。 文丨陈晶 如果只通过跨境卖衣服，Shein 的增长潜力无法充分释放：小单快反下，大件重货受限、消费者更多元的 需求没法满足、商家的多样化需求同样需要满足。 2020 年开始，多品类、本地化成了 Shein 的核心战略，Shein 在过去 4 年摸索出了三种平台化模式：代运 营赋能模式，由平台协助定价、营销、履约等环节；自主运营模式，商家自主定价并在海外本土履约，平 台仅协助运营；半托管模式，由平台协助定价，但商家可自主选品上架与海外本土履约。目前，前两种模 式占平台销售额的大部分，接下来，半托管模式将是 Shein 在平台化的重点发力方向。 我们了解到，平台业务在 2024 年底的大促期间，一些重点品类同比去年销售额增幅超 160%，去年下半 年，平台半托管业务在内部受到的关注度和重要性提升，据悉，在 2024 年黑五期间，在服饰、鞋类、家 居、美妆等多个品类中，数千家半托管店铺销售额翻倍。 Shein 也许可以像发展自营品牌一样，慢慢搭建供应商体系，但竞争加剧加快了 Shein 的平台化进程， 2022 年非服饰品类在 Shein 总营收中占比 ...