本文系观察者网独家稿件，未经授权，不得转载。 从品类分布来看，不同区域市场呈现差异化特征。东南亚地区以购买盲盒潮玩、3C电子配件及箱包为 主；非洲市场对国产游戏硬件与家居用品需求较高；欧洲市场受圣诞季影响，智能家居、节日装饰及日 用品成为主要畅销品类。 据悉，在维持现有服务区域时效稳定的同时，菜鸟在黑五期间新开通覆盖非洲8国的跨境小包专线，并 计划于12月底扩展至南非与埃及，进一步覆盖非洲电商渗透率较高的市场。 一位主营欧美市场的跨境卖家表示，今年大促期间单量较去年同期有明显增长，物流时效整体保持稳 定，对用户体验和商家运营带来一定支持。 菜鸟方面表示，在今年物流高峰期间，菜鸟通过全球供应链网络及物流科技投入，提供了包括"全球五 日达""G2G核心区域三日达""海外仓隔日达""双11国内预售分钟级配送"等在内的多种物流服务，以保 证年终大促旺季消费者体验不受影响。 随着年末旺季结束，全球跨境物流进入运输高峰期。在菜鸟位于香港的eHub智慧航空货运中心内，节 日用品、3C数码及潮流玩具等商品完成打包后，正陆续发往国际市场。 数据显示，今年黑五网一促销期间，菜鸟在欧洲、北美、南美、中东及东南亚等多个海外核心市场的 ...

扬子晚报网讯(记者徐晓风)随着黑五大促旺季的结束，全球跨境物流迎来运输高峰。菜鸟跨境物流晒出的数据显示，多个海外核心市场迎来爆单时刻。欧 洲、北美、南美、中东和东南亚等市场的黑五峰值发货单量，环比日均单量均实现三位数增长。 具体来看，菜鸟欧洲11条快线发货单量全线攀升，其中英国在大促期间仍保持5个自然日送达，稳居当地时效领先地位，荷兰与瑞典则以单量爆发式增长 的好成绩，在欧洲11条快线中遥遥领先。 在发货单量暴增的背后，是国货品牌出海热潮的持续升温推动着跨境物流需求的激增。数据显示，在黑五大促期间，不同区域市场呈现出鲜明的品类偏 好。其中，东南亚消费者更加热衷于购买盲盒潮玩、3C电子配件及箱包产品；非洲市场则更青睐国产的游戏硬件设备与家居用品；而欧洲在圣诞季带动 下，智能家居用品、节日装饰及日用消费品成为主力热销品类。 菜鸟也在黑五期间拓展新兴市场，正式开通非洲跨境小包专线，目前已覆盖非洲8个国家，并计划于12月底扩展至南非和埃及，全面覆盖非洲电商渗透率 前五的国家市场，为商家打开了新的增量市场。 ...

Core Viewpoint - The article highlights the strong revenue-generating capability of Pop Mart, showcasing its significant growth in both revenue and profit, and its successful international expansion as a model for Chinese brands going global [2][3]. Group 1: Financial Performance - In the first half of 2025, Pop Mart reported revenue of 13.88 billion yuan, a year-on-year increase of 204.4%, and an adjusted net profit of 4.71 billion yuan, up 362.8% [2]. - The overseas market contributed over 5.59 billion yuan, accounting for 40% of total revenue [2]. Group 2: Global Expansion - Pop Mart's revenue and profit for the first half of 2025 have already surpassed the total figures for the entire year of 2024 [3]. - The company has established stores in over 20 countries globally, with significant revenue performance in markets like Thailand and the United States [3]. Group 3: Brand Globalization Strategies - The article outlines three key paths for Chinese brands to succeed in global markets: 1. **Product Capability Driven**: Focus on product technology and supply chain integration to create market-leading products [5][6]. 2. **Local Operation Driven**: Establish local teams to understand market needs and innovate products accordingly [14][15]. 3. **Brand Recognition Driven**: Build brand identity through cultural narratives and visual storytelling to resonate with local consumers [21][22]. Group 4: Case Studies - New Bao Electric transitioned from an OEM to a brand owner through technological advancement and acquisitions, achieving significant market share in small appliances [7][8]. - Anker has successfully localized its products to cater to specific market segments, enhancing its brand presence in North America [16][18]. - Huawei's extensive localization efforts include establishing R&D centers and manufacturing plants in various countries, achieving a local workforce integration rate of 73% by 2025 [19][20]. Group 5: Upcoming Events - The "Silk Road New Business" series will host the China Brand Globalization Conference, focusing on strategies for overcoming challenges in brand internationalization [32][33]. - The event will feature practical workshops and networking opportunities aimed at enhancing the global competitiveness of Chinese brands [27][28].

Core Viewpoint - The ongoing controversy between Pop Mart and Miniso regarding the design similarities of their stores highlights the intense competition between these two major players in the IP economy and overseas expansion [1][19]. Group 1: Company Background - Miniso, originally a "10 yuan store," has been transitioning towards the IP economy and accelerating its overseas expansion, but reported revenue growth without profit increase in Q1, indicating challenges in its transformation [1][20]. - Pop Mart, focusing on self-developed IP and blind box toys, has achieved rapid revenue and profit growth, significantly widening the gap in market competition [1][22]. Group 2: Recent Developments - The controversy began after Pop Mart opened its largest flagship store in Thailand, which some observers claimed resembled Miniso's store design, leading to a heated online discussion [4][6]. - Allegations surfaced that Miniso may have recruited individuals to promote the narrative of Pop Mart's alleged design plagiarism, with reports of payments for social media posts [13][18]. Group 3: Financial Performance - In Q1 2025, Miniso reported total revenue of 4.43 billion yuan, a year-on-year increase of 19%, but a net profit decline of 28.8% to 416.5 million yuan [21]. - In contrast, Pop Mart's revenue for the same period grew by 165%-170%, with overseas revenue increasing by 475%-480%, showcasing its aggressive market strategy [20][22]. Group 4: Market Positioning - Miniso has been expanding its overseas presence since 10 years ago, with 3,213 stores globally as of March 31, 2025, while Pop Mart is rapidly entering Southeast Asian markets, intensifying competition [20][22]. - The competition between the two companies is not only about products and pricing but also extends to public perception and brand positioning in the market [24].