亚马逊秋促刚刚落幕，这场由亚马逊精心策划的促销活动覆盖了全球16个主要站点，却让许多跨境电商卖家倍感寒意。 数据显示，亚马逊秋促期间卖家整体销量遇冷，广告成本飙升但转化率低迷，利润空间大幅缩水。 今年亚马逊秋促的惨淡业绩源于多重行业因素叠加。 首先，流量格局已发生根本性转变。亚马逊站内广告的拍卖机制日益内卷化，头部品牌凭借雄厚预算垄断了大部分流量资源，导致中小跨境电商卖家即使加 大广告投入，也难以获客有效转化。站外引流尝试效果微弱，如亚马逊与谷歌广告的合作恢复，流量昂贵却带不动成交，暴露了平台自然增长瓶颈，使亚马 逊秋促的曝光优势不复存在。 第三，消费环境整体降温。海外通胀持续高企，消费者支出更趋理性；普华永道报告显示，节日支出预期同比下滑，礼品类消费降幅达11%。经济逆风下， 亚马逊秋促的低价刺激效应失效，买家转向更谨慎决策。 最后，跨境供给过剩问题尖锐。中国卖家占比首次突破亚马逊全球活跃卖家半数，同质化竞争加剧了价格战和广告战，即便在亚马逊秋促的折扣攻势中，卖 家也只能依赖低价保量却赔钱。因此，作为跨境电商卖家，这次亚马逊秋促不仅是业绩考验，更凸显运营短板：忽略复盘，则易错失旺季复苏窗口。 针对这些挑战， ...

Core Insights - The cross-border e-commerce industry is undergoing a transformation as sellers shift focus from traditional markets like North America to emerging markets in Europe, Southeast Asia, and Latin America to mitigate risks and seek new growth opportunities [1][3] - The rise of social commerce, particularly through platforms like TikTok Shop, is rapidly connecting brands with consumers globally, making it a crucial strategy for cross-border e-commerce sellers [3] - The competitive landscape is evolving from traffic acquisition to brand building and refined operations, with sellers needing to navigate diverse market policies, payment systems, and consumer habits [3][5] Market Trends - Many cross-border e-commerce companies are adopting multi-market strategies to diversify their operations [3] - The impact of fluctuating U.S. tariff policies is increasing operational costs, while localized operations in Southeast Asia require a closer alignment with consumer needs [3] - The explosion of social commerce offers new pathways for brands to enter international markets through collaborations with KOLs and content marketing, although compliance risks on platforms must be managed [3] Technological Advancements - The proliferation of AI tools is enhancing the intelligence of cross-border e-commerce operations, reducing labor costs, and improving decision-making efficiency [5] - The multi-market and multi-platform operational model presents management challenges, necessitating effective resource integration and profit optimization [5] - The use of specialized cross-border e-commerce ERP systems, such as 易仓ERP, is becoming essential for sellers to streamline management processes and achieve sustainable growth [5][6]

Core Insights - Amazon has made significant adjustments to its category structure, affecting nine major handmade product categories, which will be reclassified from "GUILD" prefixed subcategories to standard product types [1][3] - The changes are set to take effect from August 2025 and will continue until October 31, 2025, fundamentally altering the competitive landscape for sellers, particularly small and medium-sized businesses [3] Category Adjustments - The reclassification has led to a drastic decline in sales for some sellers, with reports of products experiencing significant drops in rankings and zero sales after being moved to broader categories [1][3] - Amazon claims the adjustments aim to enhance product search visibility, but the execution has raised concerns, as some sellers were not notified prior to the changes [3] Seller Response Strategies - Sellers are advised to reassess their product competitiveness in the new categories, adjust keyword strategies, and consider developing new products that fit multiple category characteristics [5] - Implementing a robust data monitoring system is crucial for sellers to quickly identify the impacts of category changes [5] Tools and Support - EasyCang ERP offers features to help sellers navigate the challenges posed by the category adjustments, including keyword performance tracking, advertising analysis, and sales trend monitoring [5] - The importance of establishing a flexible operational system is emphasized, as platform policy changes are a norm in cross-border e-commerce [7]

美国特朗普政府力推的《美丽大法案》（也称为The One Big Beautiful Bill，一个大而美的法案）正式落地。这场被称作"特朗普税改"的核心变革正深刻冲 击全球跨境电商生态。此次美国税改延续2017年减税政策，却通过扩大关税征收填补财政缺口，十年内计划增收3000亿美元。 特朗普税改法案 对于中国跨境电商卖家而言，特朗普税改带来的不仅是成本压力，更是前所未有的税务合规挑战，即便公司注册地不在美国，只要使用亚马逊FBA仓或持有 美国商标，其收入均被美国国税局（IRS）认定为"有效关联收入（ECI）"，必须申报纳税。若未及时提交1120-F表格，IRS将按总销售额30%强制征税，并 追溯历史税款。 特朗普税改的核心在于收紧跨境税收监管。IRS明确将电商销售列为重点审查领域，尤其针对使用多支付平台未规范报税、依赖FBA仓储的卖家。根据新 规，只要商品存储于美国境内仓库或运用美国知识产权（如商标、专利），即被视为在美国开展业务，需缴纳所得税。这意味着数百万跨境电商卖家被迫卷 入美国税改漩涡。税务服务机构Clear Start Tax警示："过去被视为低风险的电商收入，现已成为IRS的优先稽查目标。"跨境 ...

Core Insights - Amazon has introduced a new promotional policy that imposes a "cooling-off period" for sellers who participated in specific Deal activities during Prime Day, preventing them from setting new promotions for a designated time [1][2][3] Group 1: New Promotional Regulations - ASINs that participated in Best Deals (BD) will face a 21-day restriction on promotions post-activity, while those involved in Lightning Deals (LD) will have a 7-day restriction [2] - European sites have stricter requirements, with some countries enforcing a 30-day ban on any promotional activities after Prime Day [2] - The new policy has not been officially announced by Amazon, but multiple sellers have confirmed its validity through communications with account managers [2][3] Group 2: Impact on Sellers - The sudden implementation of this policy disrupts sellers' operational plans, particularly those who invested heavily in Deal activities during Prime Day [3] - Sellers are now required to pivot their strategies to maintain sales performance without relying on mainstream promotional tools, leading to increased focus on advertising optimization, natural ranking improvement, and external traffic generation [3][6] - The new regulations necessitate a comprehensive understanding of sales performance and adjustments in advertising and promotional strategies [3][6] Group 3: Support Tools for Sellers - Easy Warehouse ERP (易仓ERP) can assist sellers in managing their operations during the promotional restrictions by providing necessary support and data synchronization [3][6] - The ERP system offers features that allow sellers to analyze promotional performance across different stores and platforms, helping them to optimize resource allocation during the cooling-off period [6] - The introduction of the cooling-off period is seen as a significant adjustment in Amazon's promotional management, encouraging sellers to focus on long-term operational strategies rather than short-term promotions [6]

Core Points - The "Overseas Business and Borderless Trade Act" (OBBBA) signed by Trump on July 4, 2025, will systematically impact cross-border e-commerce, particularly affecting Chinese sellers [1][3] - The act abolishes the $800 de minimis exemption for imports, set to be fully implemented by July 1, 2027, leading to a projected 30%-50% increase in logistics costs for direct mail small packages [3][4] - The act includes potential tariffs and stricter immigration enforcement, which may increase operational risks for Chinese companies in the U.S. market [4][5] Cross-Border E-commerce Impact - The elimination of the de minimis rule will significantly raise costs for low-margin products, particularly affecting small package logistics [3][4] - A 10% base tariff on all imported goods is currently on hold but poses a risk for electronic and mechanical products [3][4] - Increased scrutiny on labor compliance due to a $100 billion budget for immigration enforcement will heighten risks for Chinese firms employing workers in the U.S. [4] Systematic Response Strategies for Chinese Sellers - Short-term strategies include cost optimization and compliance adjustments, such as transforming logistics models and strengthening supply chain compliance [5][6] - Long-term strategies involve diversifying supply chains and markets, upgrading products and brands, and capturing policy benefits through tax structure optimization and digital management systems [5][6] Action Timeline - By July-August 2025, companies should assess their reliance on the de minimis rule and initiate overseas warehouse collaborations or testing in Mexico [8] - By the end of 2025, companies should complete LLC registrations and supply chain compliance audits while exploring European and Latin American markets [8] - Between 2026 and 2027, companies should focus on transferring production capacity to Southeast Asia and Mexico, while developing high-margin product lines [8]

Core Insights - TikTok Shop has officially launched its e-commerce operations in Japan, allowing brands, cross-border sellers, and content creators to sell products directly to Japanese users through live streaming and short video guides, creating a seamless shopping experience [1][4] - Japan is the fourth largest e-commerce market globally, with a projected market size of $258 billion in 2024, expected to grow to nearly $700 billion by 2033, reflecting a compound annual growth rate (CAGR) of over 11% [4] - TikTok has a strong user base in Japan, with over 33 million monthly active users, particularly popular among teenagers and young adults, providing a large and youthful target audience for sellers [4][5] Market Entry Strategy - The entry into Japan is part of TikTok's broader global e-commerce strategy, following its rapid expansion into European and Latin American markets earlier this year [5] - The geographical and cultural similarities between China and Japan provide a unique advantage for Chinese sellers, reducing the barriers to local market adaptation [4] - The Japanese site is open to Chinese sellers, allowing cross-border direct shipping or local warehouse fulfillment, with minimal requirements for business registration, indicating a favorable policy environment [4] Growth Potential - TikTok Shop's expansion is supported by its vast user base and content influence, with over 1 billion monthly active users globally, facilitating the conversion of entertainment traffic into shopping behavior [7] - The diversified market presence helps mitigate geopolitical risks, especially in light of ongoing regulatory pressures in the U.S. market [7] - The launch of TikTok Shop in Japan presents significant growth opportunities for cross-border e-commerce sellers, although they will face challenges in managing orders, traffic, and marketing on a socially-driven platform [7] Operational Support - YiCang ERP, a specialized service for cross-border e-commerce sellers, has integrated with TikTok Shop to provide operational support, including sales data tracking and advertising management [8] - The ERP system allows sellers to manage multiple advertising accounts efficiently and evaluate collaboration effectiveness through data analysis [8]

Core Insights - Zhang Yiming, the founder of ByteDance, has topped the 2025 New Fortune 500 Rich List with a net worth of 481.5 billion yuan, marking a significant increase from 12 billion yuan in 2018, driven by Douyin, TikTok, and AI technology [1][3] Company Overview - ByteDance's wealth is rooted in the impressive user engagement and monetization capabilities of its products, with Douyin (including the Lite version) surpassing 1 billion monthly active users in China, where users spend over 1.5 hours daily on the app [3] - The company has established three core AI departments with a team of nearly 2,500 people, and its AI products, including Doubao and Jimeng, rank among the top ten native AI applications in China, with Doubao maintaining around 100 million monthly active users [3] TikTok Performance - TikTok has achieved remarkable success, becoming the first non-gaming app to surpass 6 billion USD in annual in-app purchase revenue, with advertising revenue in the U.S. skyrocketing from 2.1 billion USD in 2021 to 6.19 billion USD in 2023, projected to approach 10 billion USD by 2025 [3] - TikTok's global monthly active users have exceeded 1 billion, with over 170 million users in the U.S., making it the largest and most profitable market for the platform [3] E-commerce Potential - TikTok's unique "content + e-commerce" ecosystem offers significant value to cross-border e-commerce sellers, with a vast pool of precise users, particularly among high-spending young consumers in Europe and the U.S. [5] - The platform's user engagement is exceptionally high, with an average daily usage time exceeding 1.5 hours, providing an ideal environment for brand exposure and product promotion [6] - TikTok Shop has seen explosive growth, achieving daily sales of approximately 20 million USD in the U.S. just one year after its launch, with a staggering 557% growth rate in content e-commerce GMV [6] Global Expansion Strategy - TikTok is accelerating its global expansion by solidifying its presence in the U.S. while opening new sites in Germany, France, and Italy, enhancing market opportunities for sellers [6][8] - The success of Zhang Yiming reflects the victory of ByteDance's global strategy and AI empowerment, with TikTok Shop emerging as a significant player in the global e-commerce landscape [8] - Utilizing efficient management tools like Yicang ERP can help sellers optimize their TikTok operations, manage influencer collaborations, and convert traffic into actual orders and profits [8]

Core Insights - TikTok has reached over 1 billion monthly active users (MAU) outside of China, marking a significant milestone for the platform [1][4] - The rapid growth of TikTok presents a lucrative opportunity for cross-border e-commerce sellers, with the platform's advertising and in-app purchase revenues expected to reach $33.1 billion by 2025 [4] - TikTok Shop's global gross merchandise volume (GMV) is projected to hit approximately $32.6 billion in 2024, showcasing strong growth, particularly in markets like the US, Indonesia, and Thailand [4] User Engagement and Market Position - TikTok has emerged as a leading social media platform, with users spending an increasing amount of time on the app, potentially surpassing Meta's applications in daily usage [4] - The platform has become the second-largest online live streaming platform globally, indicating its strong user engagement and content consumption [4] Challenges and Strategic Adjustments - TikTok faces uncertainties, including potential US bans and rising tariffs, which could impact its e-commerce operations [4] - In response to these challenges, TikTok is enhancing local management in the US and integrating with local platforms in Indonesia, while also expanding into new markets like the UK, Germany, and Japan [4] E-commerce Management Solutions - Cross-border e-commerce sellers can leverage tools like 易仓ERP to efficiently manage their operations on TikTok, including sales data, advertising performance, and financial health [5][7] - 易仓ERP offers features that streamline the management of orders, promotions, and influencer collaborations, enabling sellers to maximize their potential on the platform [7]

Core Insights - Amazon's global active seller monthly traffic is projected to increase by 31% by 2025 compared to 2021, with an average monthly visit per seller reaching 2,837 times, and third-party seller sales accounting for 62% of total sales [1][5] - The U.S. market remains the leader with 2.45 billion monthly visits, while emerging markets like Saudi Arabia and South Africa show higher seller traffic ratios, providing differentiated competitive opportunities for Amazon sellers [1][5] Traffic Distribution and Seller Opportunities - The distribution of traffic on the Amazon platform is becoming more balanced, significantly increasing exposure opportunities for sellers [5] - Categories such as clothing, home goods, and automotive parts continue to grow in the U.S. and Europe, while emerging markets see a surge in demand for lightweight, cost-effective products [5] Challenges for Sellers - Despite the traffic benefits, sellers face challenges such as inventory turnover, multi-warehouse coordination, and cost control [5] Amazon's Traffic Monetization Strategies 1. **Data-Driven Category Strategy** - Monitoring BSR rankings to capture hot trends and potential products, analyzing search keywords across different sites to prepare for seasonal products [6] 2. **Inventory Management** - Calculating safety stock levels and using price reductions to manage slow-moving items, ensuring 50% of hot-selling products are stored in FBA warehouses to guarantee fulfillment efficiency [7] 3. **Traffic Conversion Optimization** - Optimizing listings with precise category keywords and core selling points, enhancing images with dynamic tags, and controlling video length to improve completion rates [8] EasyCang ERP: A Tool for Amazon Sellers - EasyCang ERP provides comprehensive support for Amazon sellers, integrating advertising, order management, sales analysis, and inventory management [11] 1. **Advertising Management and Optimization** - Features include smart optimization rules, automatic ad strategy matching, and bulk operations for negative keywords to reduce advertising costs by over 30% [11] 2. **Efficient Order Processing** - Automatic order retrieval and quick review processes enhance order fulfillment efficiency [12] 3. **Sales Monitoring and Analysis** - Instant sales statistics and sales reports allow sellers to track performance across multiple stores and sites [12] 4. **Intelligent Inventory Planning** - Centralized inventory management across local and overseas warehouses, with automated suggestions for procurement and shipping volumes to improve stocking efficiency [14] Conclusion - With the release of traffic benefits and a favorable environment for growth, Amazon sellers are positioned for significant performance improvements, supported by comprehensive solutions like EasyCang ERP that cover the core operational links of advertising, orders, sales, and inventory [14]