2025年12月25日下午，由南都湾财社、全球青年跨境协会、出海网联合主办的"智造出海・跨境向新"湾 区跨境出海论坛&"海上之夜"私享会，在深圳蛇口希尔顿南海酒店正式启幕。 在主题环节，质方咨询创始人、百亿企业海外市场操盘手王梦珊带来了《三月横扫北美:1000万+月销爆 品的"野蛮生长"法则》的分享，她总结了内容营销的四大体会。 内容营销是当前驱动品牌增长的核心杠杆 所有企业无论规模大小、赛道差异，均以增长为共同目标——互联网大厂需转型突破，AI软硬件企业 需规模扩张，海外品牌也在积极开拓新市场。而今年最大的行业变量是AI，其普及正逐步替代程序化 工作：广告投放中的出价监控、数据日报分析，亚马逊运营中的图片上传、视频剪辑、文案撰写等SOP 化工作，如今均可通过AI高效完成。 AI实现了行业平权，所有掌握AI工具的从业者都站在同一起跑线。此时，唯一无法被AI替代的核心竞 争力便是内容力。广告效果的关键在于素材，而AI让低成本、快速制作短视频、图片成为可能，行业 竞争的核心已转向内容背后的深层价值。AI可优化广告调整时机、素材替换节奏等数据分析类工作， 但无法替代内容本身的创意与洞察。 内容价值被严重低估，专业内 ...

12月18日，2025泉州跨境电商供应链焕新大会正式启动。泉州发展集团供图 当天，政企学界代表携手发布《跨境电商出海倡议书》，倡议各方秉持共生共荣理念，加强产业链上下 游协同联动，构建安全韧性、高效协同的现代化产业生态，打造开放包容的跨境电商产业共同体。 来源：中国新闻网 12月18日，海外客商在2025泉州跨境电商供应链焕新大会上洽谈对接。泉州发展集团供图 中新网泉州12月18日电 (记者 孙虹)2025泉州跨境电商供应链焕新大会18日启动，来自中国、美国、巴 西、西班牙等多个国家和地区的海内外采购商、平台代表、行业专家在此共商供应链升级之道，共话跨 境出海新机遇。 在跨境电商领域，"七分靠选品，三分靠运营"是广为流传的成功法则。为切实破解选品难题，本次大会 深度整合泉州九大千亿产业集群与全市的优势资源，汇聚了鞋服、箱包、建材、卫浴、陶瓷、家居、电 子、户外、纺织、个护、母婴等全品类的"泉州优品"制造商。大会不仅集中展现了"泉州制造"的硬核实 力与创新成果，更通过联动晋江、石狮、丰泽等地打造的"泉州跨境产业会客厅"，为全球采购商提供了 高效、便捷的一站式选品平台。 作为侨乡泉州首个聚焦跨境电商供应链的专题大 ...

Core Insights - The 2025 Quanzhou Cross-Border E-Commerce Supply Chain Renewal Conference has commenced, gathering international buyers, platform representatives, and industry experts to discuss supply chain upgrades and new opportunities for cross-border expansion [1][3] Group 1: Event Overview - The conference features a diverse range of products including footwear, bags, building materials, sanitary ware, ceramics, home goods, electronics, outdoor gear, textiles, personal care, and maternal and infant products, showcasing "Quanzhou Quality" manufacturers [3] - The event aims to create a one-stop selection platform for global buyers, enhancing efficiency and convenience in sourcing [3] Group 2: Industry Significance - Quanzhou has established itself as a global supply chain center for footwear, textiles, and food industries, with products like men's and sportswear being particularly favored in the cross-border market [3] - The local government expresses intentions to leverage the conference to expand sales channels for "Quanzhou Quality" products and facilitate global market access for local manufacturers [3]

12月16日，香港知名健与美连锁品牌万宁在其中国官网发布公告，宣布将于2026年1月15日关闭在中国 内地的所有线下门店。同时，其线上官方商城及天猫、京东等平台旗舰店也将在2025年12月26日至28日 期间陆续停止运营。 这家自2004年进入内地、深耕超过二十年的零售品牌，正式结束了线下零售故事。紧随莎莎国际于2025 年6月完全退出内地线下市场后，万宁成为又一家败走内地的港资美妆巨头。 万宁在内地市场的败退，根源在于其战略上的保守与迟缓。与1989年就进入内地的屈臣氏相比，万宁足 足晚了15年才迈出这一步。 2004年仍是中国零售业的黄金时期，居民消费能力持续提升，现代零售业态正从一线城市向全国蔓延。 然而，万宁未能把握这一历史机遇。 相较于屈臣氏的激进拓店，万宁的步伐显得尤为审慎。截至2011年，万宁在内地的门店数仅达到200 家，覆盖33个城市，且高度集中于华南地区，而同期屈臣氏已经实现了"百城千店"的布局。 2014年，万宁一度提出"三年净增300家店"的激进目标，以实现2016年末店铺数量达到500家，但这一计 划最终落空。没有规模，就意味着品牌声量微弱、供应链成本高企、市场反馈滞后。 受内地药品 ...

Group 1 - The core activity is to implement the "entering ten thousand enterprises, solving difficulties, optimizing the environment, and promoting development" initiative, focusing on delivering policies to enterprises and addressing their challenges [1][5] - The Chengdu Yunyin World Co., Ltd. was visited to understand its operational scale, market layout, brand development, and future plans, with a focus on supply chain security, policy alignment, and market expansion challenges [1][5] - The company has received strong support from local government and departments, which has been crucial for its steady growth in the local market [3][7] Group 2 - The local government emphasizes the importance of private enterprises as a pillar of economic and social development, advocating for a service-oriented approach to address urgent issues faced by businesses [3][7] - A closed-loop mechanism for responding to enterprise demands is to be established, ensuring that the policies aimed at supporting businesses are effectively implemented [3][7] - The company is encouraged to maintain confidence in its development, focus on product quality, and enhance service levels to provide a better consumer experience for the maternal and infant market [3][7]

（原标题：泰国前十月外资投资额达2767亿泰铢，新加坡投资额居首） 据泰媒报道， 泰国商业部商业发展厅厅长潘蓬近日透露，2025年1月至10 月，共有869家外国企业获准在泰经营，累计投资额达到2767.4亿泰铢，较去 年同期增加1155.7亿泰铢，增幅高达72%。其中，依据《外国人经营法 （1999）》获批经营许可的企业为228家，通过投资促进委员会（BOI）及其 他特殊渠道取得经营资格的企业则有641家。 在具体投资领域方面，日本企业主要涉及工程及技术服务、车载远程信息 系统、母婴产品相关研发；新加坡投资则集中于木材加工、软件开发和工业机 械维修；中国企业投资涵盖活性炭生产、定制化软件开发以及汽车电子零部件 测试；美国企业则多聚焦广告服务、软件开发及农产品配方研发等领域。 此外，通过泰国投资促进委员会（BOI）渠道开展业务的外资表现尤为亮 眼，共有424家企业通过该渠道投资，累计金额达2101亿泰铢，占总投资额的 76%。这类投资多集中于高端科技、数字及人工智能、电动汽车、清洁能源等 未来产业，其中工业产品代工制造、贸易与投资支持服务（TISO）和计算机服 务为主要投资方向。 数据显示，今年前10个月外资 ...

Core Viewpoint - Chinese enterprises are leveraging the opportunities presented by RCEP through model innovation, supply chain optimization, and deep localization strategies to expand into the Japanese market, while facing challenges such as Japan's new consumption tax policy, trade protectionism, and logistics bottlenecks [1][2]. Group 1: Market Environment Analysis - The China-Japan cross-border e-commerce market presents a strategic opportunity characterized by mutual dependence and complementarity [1][2]. - Japan's e-commerce market is expected to reach $191.9 billion by 2024, driven by a unique demographic structure that includes a significant elderly population with strong purchasing power [3][34]. - The Chinese e-commerce market, driven by digital technology, emphasizes efficiency, cost-effectiveness, and social interaction, creating a foundation for complementary cooperation with Japan [8][34]. Group 2: Competitive Landscape and Company Analysis - Chinese cross-border e-commerce companies are shifting from a "stocking" model to a brand-focused approach, emphasizing quality and service to meet Japanese consumer expectations [10][12]. - Major platforms in Japan include Rakuten, Yahoo! Shopping, and Amazon Japan, which are crucial for new entrants to reach consumers [10][12]. - Companies like Anker and Shokz have successfully penetrated the Japanese market through localized operations and brand building [10][28]. Group 3: Supply Chain and Logistics Optimization - Supply chain innovation and logistics optimization are critical for success in the Japanese market, with strategies including overseas direct mail and bonded inventory [11][30]. - The integration of digital technologies such as blockchain and IoT is enhancing supply chain transparency and efficiency [31][38]. - Companies are adapting to Japanese consumers' high expectations for delivery speed and service quality, with some offering same-day or next-day delivery [31][30]. Group 4: Regulatory Environment and Compliance - The regulatory landscape is becoming increasingly complex, with Japan's new consumption tax policy and stringent product quality standards posing challenges for Chinese companies [21][22]. - Compliance with Japan's Personal Information Protection Law and other regulations is essential for long-term success in the market [22][23]. - Companies must establish robust compliance frameworks to navigate the evolving regulatory environment and mitigate risks [23][15]. Group 5: Future Trends and Opportunities - The aging population and the Z-generation in Japan are expected to drive market growth, with a focus on health, wellness, and personalized products [34][46]. - The rise of live and social e-commerce presents significant growth potential in Japan, as consumer acceptance of online shopping continues to increase [37][46]. - The RCEP agreement is anticipated to create a more favorable trading environment, with expectations of zero tariffs on over 90% of goods by 2026 [45][49].

Group 1 - A delegation of nine foreign experts from nine countries, including Russia, Germany, Italy, and Australia, visited the Shaanxi Xingkong Cross-Border Supply Chain Management Co., Ltd. to explore the cross-border service ecosystem of the Xi'an Airport Comprehensive Bonded Zone [1] - The company operates the largest cross-border e-commerce bonded warehousing service in Northwest China, with a bonded warehouse area of 15,000 square meters and a daily processing capacity of 30,000 orders [5][4] - The company has established stable partnerships with over 60 platforms, including JD.com and Xiaohongshu, and its bonded warehousing business accounts for over 70% of the bonded inventory service in the airport new city [5] Group 2 - The company benefits from the strategic location of the airport, with new international freight routes to Belgium and Hungary launched last year, reducing import times for European goods by three to four days [7] - In the first ten months of 2025, Xi'an's total import and export value reached 394.55 billion yuan, a 16% increase year-on-year, with exports growing by 20.3% and imports by 7.3% [7] - Xi'an is positioning itself as a new highland for opening up in inland China, aiming to create a new pattern of "land-sea internal and external linkage" and promote high-quality foreign trade development [9]

Group 1 - The core viewpoint is that "Happy for the People" is a strong franchise brand in the new unmanned convenience store sector, offering a comprehensive support system for entrepreneurs [1][4] - The brand boasts a diverse product range including light meals, self-service coffee, imported goods, maternal and infant products, fashion goods, daily health care, and beauty products, catering to one-stop shopping needs [3] - The pricing strategy is competitive, providing high cost-performance products that attract a stable customer flow and revenue base [3] Group 2 - The business model is innovative, combining online and offline sales channels to enhance revenue streams and significantly improve cash register capabilities [3] - The stores operate 24/7, allowing consumers to access services at any time, which strengthens market competitiveness [3] - Currently, the franchise is open for new partners, requiring a minimum investment of 100,000 yuan for franchise fees, rent, and product procurement, along with a minimum store size of 50 square meters [4] Group 3 - The company provides comprehensive support for franchisees, including unified product supply, location assistance, and analysis of local consumer habits and competition [4] - The brand stands out in a crowded convenience store market due to its comprehensive strength, diverse products, innovative model, and robust support system [4]

Core Viewpoint - Shanghai Jahwa's stock price has experienced fluctuations, with a year-to-date increase of 39.41% but a recent decline in the last five and twenty trading days [1][2]. Group 1: Stock Performance - As of November 20, Shanghai Jahwa's stock price was 23.52 CNY per share, with a market capitalization of 15.81 billion CNY [1]. - The stock has seen a net outflow of 5.51 million CNY in principal funds, with large orders accounting for 8.90% of total buying and 19.60% of total selling [1]. - Year-to-date, the stock has risen by 39.41%, but it has dropped by 4.39% in the last five trading days and 11.74% in the last twenty trading days [1]. Group 2: Financial Performance - For the period from January to September 2025, Shanghai Jahwa reported a revenue of 4.96 billion CNY, representing a year-on-year growth of 10.83%, and a net profit attributable to shareholders of 405 million CNY, which is a 149.12% increase year-on-year [2]. - The company has cumulatively distributed 3.595 billion CNY in dividends since its A-share listing, with 344 million CNY distributed in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Shanghai Jahwa was 29,600, a decrease of 21.58% from the previous period, while the average circulating shares per person increased by 27.52% to 22,704 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 36.55 million shares, an increase of 3.77 million shares from the previous period [3].