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2025年,中国跨境电商这样觉醒
Sou Hu Cai Jing· 2025-06-09 05:11
Core Insights - In 2024, China's cross-border e-commerce achieved a remarkable total import and export value of 2.63 trillion yuan, marking a 1 trillion yuan increase from 2020, with exports accounting for over 74% [1][3] - The evolution of cross-border e-commerce reflects a significant shift in global trade dynamics, transitioning from "buying overseas" to "selling Chinese manufacturing" [1][3] Group 1: Market Dynamics - One in three cross-border packages originates from China, with Southeast Asia emerging as a new growth area [3] - In the first half of 2024, exports to the U.S. accounted for 34.2%, while exports to the UK, Germany, and France were 8.1%, 6.2%, and 4.5% respectively [3] - Platforms like Temu and AliExpress are gaining traction, with Temu becoming the most downloaded app among Korean adults in 2024 [3] Group 2: Supply Chain and Logistics - The cross-border e-commerce model has evolved from merely transferring excess domestic capacity to a more complex ecosystem involving platforms, supply chains, and logistics [5] - China's comprehensive industrial system and flexible supply chain network are reshaping global trade, with 165 cross-border e-commerce pilot zones established nationwide [5] - Innovations in logistics, such as the "land-sea linkage" model, are significantly reducing transit times and enhancing efficiency [6] Group 3: Policy and Regulatory Changes - The General Administration of Customs has introduced measures to streamline cross-border e-commerce, including eliminating redundant registrations and simplifying procedures [7][9] - New policies allow for faster customs clearance and improved return processes, enhancing the operational capabilities of tech companies [10][11] Group 4: Challenges and Adaptations - The U.S. tariff policies pose significant challenges for Chinese cross-border e-commerce, compelling sellers to adapt to a rapidly changing environment [11][13] - The end of the "small exemption" era forces sellers to confront cost restructuring and value reassessment, leading to the emergence of semi-managed models to mitigate tariff impacts [13][14] - Companies are shifting focus from cost-driven strategies to value-driven approaches, with initiatives to support domestic market expansion amid export pressures [15][16] Group 5: Future Outlook - The transition from "supply chain output" to "brand value output" is essential for Chinese companies to thrive in the evolving landscape [16] - The current challenges may serve as a catalyst for high-quality development, emphasizing the need for innovation and brand differentiation [16][17]