该模式最具突破性的创新在于"分段式物流管控"：国内集货仓的规模化操作将空运成本压缩17%，而强 制使用Call面单体系实则构建了末端物流数据闭环。某家居品类卖家实测数据显示，采用Y2模式后单票 物流成本降低4.2美元，但库存周转率需提升至传统模式的2.3倍才能覆盖14天时效带来的转化率损失。 在中美关税博弈的硝烟中，跨境电商平台Temu以"半托管+Y2模式"的战术调整引发行业震动。这场涉及 300万跨境卖家的战略转型，实则暗藏着政策压力下的生存法则重构。当800美元免税红利消失，中国卖 家如何在清关成本暴涨与消费体验升级的双重夹击下突围？本文将深度拆解Temu Y2与海外仓两大模式 的核心博弈点。 平台风控与竞争加剧 ：虚假发货、20天未妥投将触发Temu的全额退款，这对卖家的物流时效管理提出 了严格要求。此外，在单开 Y2 店铺的前提下，可能引发开店热潮，加剧竞争，对冲平台所给到的流量 倾斜。 Temu Y2模式：关税重压下的"轻资产"试验场 Temu Y2模式本质是政策倒逼的产物，其直发逻辑看似延续了跨境直邮的传统路径，实则构建了全新的 风险共担机制。平台通过"核价权+流量扶持"的组合拳，将卖家的经营重心 ...

Group 1 - The Tianjin Municipal Government has issued a notice to construct a "big consumption" pattern, emphasizing the expansion and optimization of online consumption platforms [1] - The plan includes nurturing leading e-commerce enterprises and introducing retail e-commerce platforms in specific sectors, promoting the development of e-commerce and live-streaming economy [1] - The initiative aims to enhance the supply of imported consumer goods, increasing categories such as beauty, pharmaceuticals, and digital products, while exploring new models of "cross-border e-commerce imports + retail" [1] Group 2 - According to Xinda Securities, the global e-commerce penetration rate has been steadily increasing, with a robust growth in market size [1] - China's cross-border e-commerce industry benefits from manufacturing advantages, driving domestic products to go global with impressive growth rates [1] - The United States is identified as the largest market for China's cross-border e-commerce exports, with trade friction unlikely to diminish the competitive edge of domestic products [1] - Emerging markets like Southeast Asia and Latin America are expected to release considerable potential due to demographic dividends and improving infrastructure [1] Group 3 - According to Maigao Securities, the acceleration of brand globalization and the booming development of e-commerce are significant drivers for the growth of cross-border logistics [2] - The logistics market is undergoing upgrades and improvements in global logistics infrastructure due to the rise of cross-border e-commerce [2] - Direct mail international lines are rapidly emerging in cross-border logistics due to their low cost, fast delivery, and strong traceability [2] - The overseas warehouse model is favored by cross-border e-commerce companies for its high delivery efficiency, low logistics costs, and convenience in returns and exchanges [2]