今天分享的是：电商运营：2025年Q4中国电商平台商家投诉数据报告 报告共计：26页 2025年Q4电商行业呈现经营旺季与商家投诉并存的态势，各大平台在推出扶持政策与节日促销活动的同时，也面临诸多商家权益相关问题。快手电商以"年 终购物狂欢节"为核心，围绕冬季保暖、节日礼赠等场景发力，销售与推广热度环比分别增长1.50%和5.62%，黄金、玉石、车厘子/樱桃、男士面部护肤等品 类热销，平台还升级生鲜返佣政策、发布年货节营销作战图等助力商家发展。而同期电商平台商家投诉情况突出，抖音电商（38.75%）和拼多多 （33.55%）的投诉占比位居前两位，投诉问题以任意仅退款（37.09%）、过度维护消费者（19.97%）、扣押保证金（9.99%）和任意罚款（9.73%）为主。 投诉商家主要集中在广东省、浙江省等地区，经营类目以服装服饰、3C数码、食品生鲜居多，投诉金额超九成集中在0-5万元。抖音电商的投诉问题中任意 仅退款占比达46.64%，淘宝平台则以任意仅退款和过度维护消费者为主要投诉点，十大典型案例还涉及随意封店、规则矛盾等问题。整体来看，电商平台 在推动销售增长、丰富营销场景的同时，仍需优化规则制定与执行，平 ...

Group 1 - The EU has recently intensified its scrutiny of Chinese companies, particularly targeting Temu and Nuctech, indicating a shift towards more aggressive regulatory measures [3][7][10] - The Foreign Subsidies Regulation (FSR) has emerged as a significant tool for the EU, allowing for broader investigations beyond just goods, impacting platforms, mergers, and procurement processes [4][10] - A survey revealed that 63% of Chinese companies reported negative impacts from the FSR, with over half stating that the scrutiny has severely damaged their business reputation [10][13] Group 2 - The EU's new tax reform, set to impose a €3 handling fee on cross-border packages starting in 2026, aims to eliminate the €150 tax exemption threshold, effectively raising compliance barriers for foreign competitors [3][13] - Economic data shows a concerning trend for Europe, with Germany experiencing a 30% increase in bankruptcies and France's per capita wealth ranking dropping from 5th to 26th globally [15][17] - The EU's economic growth forecast for 2025 is only 1.1%, with the Eurozone expected to perform even worse, highlighting a lack of innovation and competitiveness in key sectors [17][19] Group 3 - The current EU strategy reflects a protectionist approach, prioritizing regulatory measures over long-term industrial planning, which diverges from former Chancellor Merkel's vision of a resilient and independent Europe [21][23] - There are warnings that if the current trajectory continues, Europe could see its global GDP share fall below 12% within the next decade, indicating a potential decline in global influence [23][27] - The EU is at a crossroads, with some member states advocating for pragmatic cooperation rather than restrictive regulations, suggesting a need for a shift in focus towards internal market reforms and technological advancements [25][27]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **e-commerce industry** in China, highlighting recent regulatory changes and their implications for e-commerce companies. Core Insights and Arguments 1. **Regulatory Changes and Impact**: - In 2025, several policies will be introduced, including the **National Tax Document No. 37** and the **State Development and Reform Commission's** opinions on building a unified market, aimed at breaking local protectionism and promoting fair competition in the e-commerce sector [1][2] - The revised **Anti-Unfair Competition Law** effective from October 15, 2025, will further regulate the e-commerce industry, ensuring that online businesses comply with tax regulations similar to traditional businesses [6][4] 2. **Increased Tax Compliance**: - The **State Council's Order No. 8,081** mandates e-commerce platforms to report tax-related information monthly, enhancing transparency and making tax evasion more difficult [1][6] - The **Golden Tax System IV** has improved data transparency, aiding tax authorities in effective supervision and enforcement [6][21] 3. **Data Monitoring and Compliance**: - Tax authorities are investing in data services for better oversight, with a reported expenditure of **965,000 yuan** for regular monitoring of listed companies [8] - E-commerce platforms like **Taobao** have **90 million merchants**, indicating a significant number of small and medium-sized sellers who will face stricter regulations under the new policies [5][7] 4. **Key Tax Policy Considerations for E-commerce**: - E-commerce companies must adhere to the same tax policies as traditional businesses, including VAT exemptions for small businesses with sales below **300,000 yuan** quarterly [10][11] - Companies should avoid practices that could be seen as tax evasion, such as improper fundraising and refund policies [10] 5. **Future Regulatory Environment**: - Stricter regulations are anticipated from the third to fourth quarter of 2026, prompting companies to prepare by organizing their data and seeking professional assistance [3][35] Additional Important Insights - **Market Dynamics**: The new regulations are expected to create a more level playing field between online and offline businesses, fostering a healthier market environment [4] - **Operational Strategies**: E-commerce companies are advised to regularly verify sales and profit data, maintain complete transaction records, and actively utilize available tax incentives [3][14] - **Challenges Ahead**: The industry faces challenges such as increased data transparency and higher advertising costs compared to traditional methods, necessitating strategic adjustments [27][34] Conclusion The e-commerce industry is undergoing significant regulatory changes that will enhance compliance and transparency. Companies must adapt to these changes to ensure sustainable operations and avoid potential penalties.

Core Viewpoint - The article discusses the rise of AI-generated fake images used for fraudulent refund claims in the e-commerce sector, highlighting the negative impact on trust and the operational challenges faced by merchants [4][5][24]. Group 1: AI Fraud in E-commerce - E-commerce businesses are facing a surge in fraudulent refund requests, where individuals use AI-generated images to falsely claim product defects [6][21]. - Merchants report that these fake images are often obvious, with some even containing AI watermarks, yet they still lead to successful refund claims [7][11]. - The food sector is particularly vulnerable, with AI-generated images making it difficult to discern real product quality issues [13][14]. Group 2: Impact on Merchants - The "only refund" policy, initially designed to simplify returns, has become a burden for merchants as they now have to scrutinize refund requests more closely [21][22]. - Merchants are increasingly forced to raise prices to offset losses from fraudulent refunds, which ultimately affects consumers [27][29]. - Small businesses, especially those in lower-tier cities, are significantly impacted by these fraudulent activities, threatening their daily operations and livelihoods [28][30]. Group 3: Legal and Platform Responses - The government has begun implementing measures to combat AI misuse, including regulations against the malicious use of AI-generated content [33][34]. - E-commerce platforms are enhancing their verification systems to protect merchants' rights and prevent fraudulent activities [34]. - The article emphasizes the need for a collective effort from legal frameworks, platforms, and a culture of integrity to restore trust in the e-commerce ecosystem [32][34]. Group 4: Trust and Ethical Considerations - The article argues that the misuse of AI for fraud represents a significant breach of trust, which is essential for the functioning of e-commerce [39][42]. - It calls for a return to basic ethical principles in transactions, emphasizing honesty and transparency between buyers and sellers [43][44].

Group 1 - The South Korean e-commerce platform, Weimip, has officially declared bankruptcy due to debt issues, following a restructuring process that lasted 1 year and 4 months [1] - Approximately 108,000 victims are affected by the Weimip debt incident, with total losses amounting to about 580 billion KRW (approximately 2.8 billion CNY) [1] - Weimip's total assets are reported to be 48.6 billion KRW (approximately 2.4 million CNY), while total liabilities stand at 4.462 trillion KRW (approximately 22 billion CNY), indicating a severe financial crisis with almost no liquid assets [1] Group 2 - A committee formed by the victims has stated that the recovery rate is "0%", meaning they will not receive any compensation [3] - The committee criticized the current legal system in South Korea for failing to address the realities of the online commerce industry [3] Group 3 - Weimip is a subsidiary of the Singapore-based Korean e-commerce company Qutian and was once the fourth-largest e-commerce platform in South Korea [5] - The company applied for restructuring in late July last year, citing operational difficulties due to unpaid merchant payments and failure to refund consumers [5]

Core Viewpoint - The article emphasizes the importance of intellectual property complaints as a targeted means for brand owners to manage pricing violations on e-commerce platforms, advocating for a structured approach that balances efficiency and flexible governance [1]. Group 1: Intellectual Property Complaint Management - The management of intellectual property complaints should be phased, focusing on both efficiency and flexible governance [1]. - A "communication first, complaint as a fallback" tiered handling system is essential for brands to address e-commerce violations effectively [3]. Group 2: Phased Approach to Enforcement - **Phase One: Communication Guidance** Brands should initially engage in "soft communication" with unauthorized sellers to reduce governance costs and demonstrate compliance intent. This involves sending a "Price and Authorization Compliance Rectification Notice" to inform sellers of their violations and provide a reasonable rectification period of 3-5 working days [4][5]. - **Phase Two: Compliance Evidence for Complaints** If communication fails, brands must prepare complete and compliant evidence to support their claims. This includes proving the legitimacy of their rights and the authenticity of the seller's infringement [5]. Group 3: Evidence Requirements - **Core Evidence One: Proof of Legitimate Rights** Brands must provide clear and valid documentation to demonstrate their intellectual property rights, including trademark registration certificates, patent certificates, and copyright registration [6]. - **Core Evidence Two: Seller Infringement Evidence** Brands need to gather basic evidence of violations, such as screenshots of the seller's store and product listings, as well as any relevant purchase and inspection reports if counterfeit goods are suspected [6].

Core Insights - The rapid growth of China's e-commerce and food delivery sectors has significantly boosted the national economy, with e-commerce transactions reaching 43.8 trillion yuan in 2022, a year-on-year increase of 16.5%, and the food delivery market size hitting 1.1 trillion yuan, growing by 18.6% [1] - The rise of e-commerce and food delivery has posed unprecedented challenges to traditional brick-and-mortar stores, which saw a decline in revenue to 38.1 trillion yuan in 2022, down 3.9% year-on-year, raising widespread concern [1] Group 1 - Some voices suggest canceling food delivery and closing e-commerce to revive traditional markets, but this approach may backfire and lead to economic decline and increased unemployment [2] - The food delivery and e-commerce sectors employ millions, with 4 million in food delivery and 60 million in e-commerce in 2022, making them crucial for job creation [3] - The decline in brick-and-mortar sales is not solely due to e-commerce competition; post-pandemic consumer demand has decreased, and physical stores face intense competition and rising rental costs [5] Group 2 - Food delivery has become a vital revenue source for restaurants, with about one-third of their sales coming from delivery orders, meaning that canceling food delivery could further weaken their profitability [5] - Consumer reliance on food delivery and e-commerce has increased post-pandemic, and eliminating these services would cause significant inconvenience for those unable to cook, such as young people and the elderly [7] - To restore market vitality, a comprehensive approach is needed, focusing on enhancing the competitiveness of physical stores, improving the consumer environment, and stimulating demand rather than resorting to blanket cancellations of food delivery and e-commerce [7]

Core Viewpoint - The article discusses the phenomenon of "involution" in the platform economy, where extreme price competition leads to short-term consumer benefits but long-term harm to industry development and quality [1][5][7]. Group 1: Involution in Platform Economy - The practice of extreme price competition, such as deep discounts and refunds, is a manifestation of "involution" in the platform economy, which sacrifices industry development for short-term consumer gains [1][5]. - The revised Anti-Unfair Competition Law prohibits platform operators from forcing sellers to sell below cost, signaling a shift towards rational competition in the platform economy [1][7]. - The lack of differentiation among platform businesses has led to homogeneous competition, with some companies resorting to price wars to gain market share, which ultimately harms the industry [7][8]. Group 2: Impact on Businesses - Businesses like restaurants and sock manufacturers are experiencing increased sales but declining profit margins due to high delivery costs and platform subsidies that they must partially absorb [2][3][4]. - The implementation of "only refund" rules by e-commerce platforms has added pressure on businesses, as some consumers exploit these rules, leading to increased operational costs [3][4]. - The quality of products is often compromised as businesses engage in price wars, resulting in a cycle of low prices and low quality that is difficult to escape [5][6]. Group 3: Regulatory Responses - Recent policies aim to regulate pricing behavior and promote transparency in the platform economy, including guidelines for platform fees and pricing competition [7][8]. - Major platforms like Meituan and Taobao are taking steps to support small businesses, such as providing financial assistance and improving complaint mechanisms to alleviate the burden of price competition [9][10]. - The government has initiated discussions with major platforms to encourage rational competition and reduce harmful promotional practices [8][9]. Group 4: Consumer Role - Consumers are encouraged to adopt a more rational consumption attitude, avoiding excessive focus on low prices and supporting high-quality businesses [9][10]. - The shift in consumer behavior is seen as a crucial factor in breaking the cycle of involution, as informed choices can help elevate the market for quality products and services [9][10].

Group 1 - The Korea E-Commerce Fair will take place from September 11 to 13, 2025, in Seoul, featuring three main areas: Korean Electronic Service Platform, Korean K-Life Style, and Product (Source Factory) [1] - The fair serves as a professional business service "think tank" for enterprises, providing comprehensive solutions including platform services, payment systems, logistics, warehousing, packaging design, and precise product selection [3] - The association plays a crucial role in promoting Sino-Korean trade cooperation, having established a long-term partnership with the China Daily Consumer Goods Trade Fair for resource sharing and business matching [3] Group 2 - Yiwu enterprises showcased their strengths at the fair through innovative participation models, with the "Good Merchants, Good Products" exhibition featuring 50 booths and over 100 participating Yiwu companies [5] - A dedicated exhibition hall was created by six leading jewelry manufacturers to present high-quality products and trends, serving as a key platform for Yiwu jewelry brands [6] - The fair is recognized as a significant opportunity for companies to expand into international markets and enhance global brand influence, with the next event scheduled for September 17 to 19, 2026 [6]

Group 1 - The Mexican government has increased tariffs on low-value imports to 33.5%, following the U.S. model, which is seen as a political gesture rather than an economic decision [1][3] - Despite the tariff increase, Chinese e-commerce platforms like SHEIN and Temu continue to see significant user growth in Latin America, with Brazil's users increasing by 2.5 times and Argentina's by 43 times [3][4] - The real impact of the tariff hike is on Latin American consumers, who face higher prices for goods, while local retailers benefit minimally [3][6] Group 2 - Latin American countries have seen a 40-fold increase in trade with China over the past 25 years, with six out of twelve South American countries having trade volumes with China exceeding those with the U.S. in 2023 [4][6] - The U.S. has faced its own challenges with tariff policies, as seen when Trump canceled the $800 tax exemption, leading to significant disruptions in the global postal network [6][8] - The ongoing rise of Chinese e-commerce in Latin America is attributed to supply chain efficiency, pricing power, and adaptability to local markets, indicating that tariffs may not effectively curb consumer demand [6][8]