证券日报网讯华凯易佰（300592）9月26日在互动平台回答投资者提问时表示，公司主要通过亚马逊、 eBay、Temu、速卖通、沃尔玛等第三方平台将中国制造的高性价比商品销往全球，其中速卖通为阿里 巴巴集团的跨境电商平台。 ...

Core Viewpoint - The significant changes in China's international trade environment, particularly due to the U.S. tariffs, have led to a notable increase in service trade growth, which is expected to provide more certainty to overall trade dynamics [1] Group 1: Service Trade Growth - From 2022 to 2024, China's service trade import and export total is projected to grow at rates of 12.9%, 10%, and 14.4% respectively, while goods trade growth rates are significantly lower at 7.6%, 0.2%, and 5.0% [1] - The proportion of knowledge-intensive service trade is expected to rise from 34.68% in 2019 to 38.5% in 2024, indicating a structural optimization in service trade [1] Group 2: Economic Development and Service Trade - China's economy, with a total GDP of nearly $19 trillion and a per capita GDP of $13,500, has the potential to attract global resources, enhancing domestic economic circulation and high-quality development through service trade [2] - Service trade can facilitate the cross-border flow of production factors, enhancing domestic service efficiency and supporting the transformation of manufacturing through services like brand management and market marketing [2] Group 3: Cross-Border E-commerce - Cross-border e-commerce in China has grown from 1.06 trillion yuan in 2018 to 2.71 trillion yuan by 2024, increasing its share of total goods imports and exports from 3.46% to 6.2% [3] - The growth of cross-border e-commerce exemplifies how service exports can drive goods trade exports, showcasing a new model of service export [3][4] Group 4: Cultural Exchange through Service Trade - Service trade is increasingly playing a role in the international dissemination of Chinese culture, with inbound tourism and media content creation gaining traction [5] - The overseas box office for "Nezha 2" has surpassed $55 million, and the revenue from Chinese online literature in overseas markets is expected to reach nearly 5 billion yuan in 2024, reflecting the growing international competitiveness of Chinese cultural services [5] Group 5: Innovation and Future Development - There is a need to expand service trade through institutional openness and align with international trade standards, particularly in sectors like health, tourism, and culture [6] - The integration of digital technology with various industries is essential for developing new forms of service trade, focusing on digital service exports to create a vibrant and efficient service trade landscape [6]

Core Insights - SHEIN launched the "500 City Industrial Belt Going Global Plan" in 2023, covering nearly 400 industrial belts by June this year [1] - The initiative has expanded to include remote areas such as Hulunbuir in Inner Mongolia and Jiamusi in Heilongjiang, increasing the range of partnerships with various enterprises [1] - The platform supports the transformation and upgrading of manufacturing enterprises, helping to incubate new cross-border brands and sellers [1] Company Developments - A shoe manufacturing company in Huizhou adopted SHEIN's supply chain model, leading to significant operational improvements and a threefold increase in production capacity [1] - The company doubled its workforce and established partnerships with over ten external shoe factories after one year of implementing the new model [1] Market Strategy - SHEIN leverages a global sales network spanning over 160 countries, along with mature marketing and innovative supply chain experiences to promote Chinese products internationally [1] - The company is actively conducting new initiatives to help more industrial belt enterprises go global, with around 180 planned activities by the end of the year [1]

Group 1 - The 2025 Hunan (Changsha) Cross-Border E-Commerce Trade Fair will be held from August 29 to 31 at the Hunan International Convention and Exhibition Center, aiming to showcase the province's cross-border e-commerce development achievements and promote deep integration of industry and trade [1] - The theme of this year's trade fair is "Quality Products Going Global, Hunan Links the World," featuring over 600 key buyers, industry experts, and media representatives from leading global cross-border e-commerce platforms such as Amazon, Alibaba International, TikTok, Temu, Shein, and AliExpress [1] Group 2 - The exhibition area will cover 22,000 square meters and will adopt a "5+1" model, including five offline exhibition zones and one online exhibition zone, focusing on various sectors such as cross-border e-commerce, industry belts, service providers, platforms, and live streaming [2] - The themed exhibition area will highlight Thailand as the guest country, showcasing opportunities and investment policies in the Southeast Asian market, while also featuring Hunan's unique industries such as medical devices and fireworks [2] Group 3 - The trade fair will focus on the theme of brand globalization, hosting events such as the Hunan Brand Going Global Matching Conference, the first Central China Cross-Border E-Commerce Seller Conference, and a seminar on talent cultivation in cross-border e-commerce [3]

Core Insights - Cross-border e-commerce is emerging as a new driving force for foreign trade in China, with significant growth momentum observed [1][2] - The 2025 China (Guangzhou) Cross-border E-commerce Fair will take place from August 15 to 17, featuring over 1,000 quality supply chain enterprises and nearly 200 ecosystem service providers [1] - In the first half of this year, China's total import and export value reached 21.79 trillion yuan, with cross-border e-commerce imports and exports amounting to approximately 1.32 trillion yuan, reflecting a year-on-year growth of 5.7% [1] Industry Overview - Guangdong province is projected to achieve a cross-border e-commerce import and export total of 745.4 billion yuan in 2024, accounting for over one-third of the national total, highlighting its role as a core engine for cross-border e-commerce in China [1] - The fair will introduce three new thematic areas: AI in cross-border e-commerce, overseas social media, and compliance for overseas expansion, showcasing the latest applications of AI technology across the entire cross-border e-commerce chain [1] International Participation - The fair will feature a breakthrough in international platform participation, with several overseas cross-border e-commerce platforms making their debut, including Daraz from South Asia and Otto from Germany [2] - Major domestic cross-border e-commerce platforms will also have a significant presence, with SHEIN's booth area doubling to 180 square meters and Alibaba's total booth area exceeding 300 square meters [2] - To enhance regional cooperation, a cross-border e-commerce exchange event with RCEP member countries will be held concurrently, with companies from Thailand and Vietnam participating for the first time [2]

Core Insights - Hangzhou has become a global hub for cross-border e-commerce ten years after initiating its "buy global, sell global" strategy, with the 2025 Global Cross-Border E-Commerce Trade Expo set to celebrate the 10th anniversary of the cross-border e-commerce comprehensive pilot zone [1] Group 1: Event Overview - The expo will take place from July 10 to 11, 2025, at the Hangzhou International Exhibition Center, featuring a recruitment fair titled "E-gathering Global Talent" to address recruitment challenges in the cross-border e-commerce sector [1] - The recruitment event will include over 5,000 job openings across popular fields such as cross-border operations, live marketing, and supply chain management, with participation from 100 universities and 100 cross-border e-commerce companies [1] Group 2: Participation and Activities - The expo is expected to host over 2,000 exhibitors and attract more than 100,000 visitors, with over 100 comprehensive pilot zone cities showcasing their unique industrial belts [1] - Various activities will be held, including a cross-border talent forum, a talent matchmaking event, and a school-enterprise cooperation negotiation meeting to facilitate deep connections between universities and businesses [1] Group 3: Educational Initiatives - The event will feature a global cross-border e-commerce platform seminar with participation from top platforms like Amazon, SHEIN, and TEMU, allowing universities to gain insights into the latest industry resources [2] - The fifth National Cross-Border E-Commerce Talent Development Summit will be held, where the "China Cross-Border E-Commerce Talent Development White Paper" will be released, discussing challenges and restructuring in talent development due to artificial intelligence and globalization [2]

Group 1: Trade and Economic Cooperation - Jiangsu's exports to Central Asia reached 8.9 billion yuan in the first five months of this year, marking a 21.4% year-on-year increase [1] - The establishment of a trade bridge between Jiangsu and Central Asia is characterized by deep industrial integration and mutual cooperation [2] - The signing of 16 key projects in various sectors, including new energy and equipment manufacturing, during the Jiangsu-Kazakhstan Economic Cooperation Exchange Conference indicates a deepening of bilateral cooperation [3] Group 2: Infrastructure and Industrial Development - XCMG equipment has become a standard in Uzbekistan's industrialization, with over 2 billion yuan worth of equipment exported in the last three years [2] - Jiangsu Tian Sheng Pharmaceutical's factory in Uzbekistan produces 500 tons of glycyrrhizin annually, contributing approximately 10 million USD to exports [5] - The cumulative operation of over 14,000 China-Europe Central Asia freight trains highlights Jiangsu's role as a key transit hub for trade with Central Asia [5] Group 3: Cultural and Educational Exchange - Jiangsu has established four Zheng He Colleges in Central Asia, facilitating educational exchanges and collaborations [6] - The "Water Rhythm Jiangsu" cultural promotion event in Kazakhstan has enhanced cultural ties and mutual understanding between Jiangsu and Kazakhstan [7] - The establishment of the Jiangsu-Central Asia Industry-Education Integration Alliance aims to foster collaboration in vocational education and research [6]

Group 1 - Ele.me announced an investment of over 1 billion yuan to attract quality restaurant merchants through the upgraded "Quality Store Leap Plan" [1] - The plan includes incentives such as up to 3 months of commission-free service for new stores and increased traffic support for up to 3 months [1] - This initiative aims to enhance the platform's merchant supply and improve user experience amid a saturated food delivery market [1] Group 2 - AliExpress launched its "Overseas 618" sales event, with a Shenzhen-based vacuum cleaner brand LARESAR preparing 50,000 units for the global shopping festival [2] - The platform has seen significant growth in the sales of smart home appliances and consumer electronics, with sales in the cleaning appliance category increasing by over three times year-on-year since 2025 [2] - The demand for Chinese high-tech products in overseas markets continues to rise, highlighting the potential of cross-border e-commerce in niche segments [2] Group 3 - WeChat officially announced the integration of WeChat Official Accounts with WeChat Shops, allowing users to link their shops to their accounts easily [3] - This integration provides a more convenient marketing channel for merchants, enabling them to leverage content creation and fan engagement to convert traffic into sales [3] - The move represents a significant step for WeChat in the e-commerce sector, enhancing the synergy between content and commerce [3]

Group 1 - Wuhan Meteor Gathering E-commerce Co., Ltd. officially listed on the Shanghai Equity Custody Trading Center, marking a significant step into the capital market [1] - The rise of cross-border e-commerce platforms is transforming traditional foreign trade models, with cross-border e-commerce growth outpacing the overall e-commerce industry [1] - In 2024, the sales of third-party sellers in cross-border e-commerce reached $325 billion, with Chinese sellers accounting for over 50% of the market share [1] Group 2 - In Q4 2024, cross-border e-commerce platforms reported a net sales increase of 10% year-on-year, reaching $187.8 billion, exceeding market expectations [2] - The net profit for the same quarter surged to $20 billion, representing an 88.7% year-on-year increase, marking a historical high [2] - The growth is attributed to platform expansion, operational efficiency improvements, and support for global sellers, particularly Chinese sellers [2] Group 3 - Future growth in the cross-border e-commerce industry is expected due to increased policy support and diversified consumer demand [4] - The platform aims to continue serving as a bridge for Chinese sellers to expand into overseas markets and promote Chinese brands globally [4] - Continuous innovation in business models and technology applications is planned to meet global consumer needs and foster a healthy cross-border e-commerce ecosystem [4]

Group 1 - The European market is becoming a new battleground for cross-border e-commerce platforms due to changes in global trade dynamics and tariff fluctuations [3][4] - SHEIN and Temu have significantly increased their advertising spending in Europe, with SHEIN's monthly ad spend in France and the UK rising by 35%, while Temu's increased by 40% and 20% respectively [3] - SHEIN's sales in Europe grew by 68% in 2023, reaching €7.684 billion [3] - Temu is accelerating its localization efforts in Europe, partnering with DHL to support its local-to-local business model, which is expected to contribute 80% of its European sales [3] Group 2 - AliExpress has a strong presence in Europe, ranking fourth and fifth in traffic contributions from Spain and France, respectively, and recently signed two celebrity endorsements in Spain [4] - Alibaba's B2B platform, Ali International Station, saw a more than 45% year-on-year increase in European orders and seller payments in March, with France, Italy, Spain, the UK, and Germany being the fastest-growing markets [4] - JD.com has launched its "Joybuy" brand in the UK and is testing operations, while its "ochama" brand has established self-operated warehouses in several European countries [4] Group 3 - The European e-commerce market is the third largest globally, with a market size of $631.9 billion in 2023, indicating significant potential [5] Group 4 - The complexity of the European market is highlighted by geographical and linguistic divisions, varying economic development levels, consumer habits, and e-commerce penetration rates across countries [7] - Many companies previously viewed Europe as a strategic branding opportunity rather than a core growth engine, but the current trade volatility has made it a crucial choice for cross-border businesses seeking stability and growth [7]