转自：成都日报锦观 第五届西部跨博会5月在蓉举办 据了解，本届西部跨博会规划展览面积20000平方米，设置六大特色展区，覆盖平台、产业、服务、人 才、进口消费等全链条。跨境电商综试区将展示全省综试区建设成果、产业载体与特色品牌，促进区域 协同发展。跨境电商出口平台汇聚亚马逊、eBay、阿里国际站、Temu、SHEIN等全球主流B2B、B2C及 流量平台。跨境电商源头工厂将聚焦电子信息、鞋靴服饰、家居家具、美妆、宠物用品、汽配、医疗器 械、名酒名茶等"四川造""中国制造"优势品类。跨境电商综合服务集结物流、海外仓、金融支付、财税 合规、营销、AI工具等服务商，提供一站式解决方案。 本报讯 （成都日报锦观新闻记者 孟浩） 由四川省商务厅指导，四川省供货商商会、成都市跨境电子商 务协会主办的第五届西部跨境电商博览会将于5月7日—9日在成都世纪城新会展中心举办。以"外贸新动 能 数贸通全球"为主题，展会聚焦跨境电商全产业链生态，打造西部规模领先、资源集聚、服务高效的 跨境电商专业展会平台。 ...

广东跨境电商服务的核心价值在于其全链条整合能力：从前端的市场调研、选品开发，到中端的仓储物流、合规服务，再到后端的营销推广、客户服务，形 成了一站式解决方案，显著降低了企业出海门槛。 二、技术特点与服务优势：数字化驱动的跨境生态 广东跨境电商服务的技术优势体现在三个层面： 推荐指数：★★★★☆ 在全球贸易数字化浪潮的推动下，跨境电商已成为国际贸易的新引擎。作为中国对外贸易的桥头堡，广东省凭借完善的产业链、发达的物流网络和活跃的商 业生态，构建了全国**的跨境电商服务体系。本文将从行业应用、技术特点、服务优势等维度，系统解析广东跨境电商服务的核心价值，并介绍在行业内有 较高知名度的广东省网商协会及其生态实践。 一、广东跨境电商服务的行业应用与核心价值 跨境电商服务涵盖从商品选品、供应链管理、支付结算到物流配送的全链条解决方案。在广东，这一服务体系已深度渗透至制造业、零售业、农业等多个领 域： 服务优势方面，广东跨境电商生态以"**引导+行业自律+企业创新"为特色： 三、广东省网商协会：跨境电商生态的枢纽平台 在广东跨境电商服务体系中，广东省网商协会扮演着关键角色。作为由广东省市场监管局、广东省商务厅业务指导的非 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report highlights a steady recovery in consumer spending during the Spring Festival, with significant increases in payment transactions and retail sales compared to the previous year [4][26] - The report emphasizes the importance of high-quality companies in high-growth sectors driven by emotional consumption themes [7][35] Summary by Sections Industry Dynamics - The Spring Festival saw a robust recovery in social consumption, with payment transactions on New Year's Eve reaching 4.931 billion, a 21.64% increase from the previous year [4][26] - Key regions like Hainan and cities such as Tianjin and Zhenjiang showed strong performance in retail and dining, with Hainan's duty-free shopping amounting to 1.03 billion yuan, up 20.9% year-on-year [4][27] - Domestic travel orders surged by 60%, and outbound travel orders increased by over 180% during the holiday period [4][26] Investment Recommendations - Investment Theme 1: Focus on high-end gold and fashion jewelry brands, recommending companies like Laopai Gold and Chaohongji for their differentiated product offerings [7][35] - Investment Theme 2: Emphasize retail companies adapting to trends and AI-enabled cross-border e-commerce leaders, with recommendations for Yonghui Supermarket and Aiyingshi [7][35] - Investment Theme 3: Highlight domestic beauty brands that cater to emotional value and innovative safe ingredients, recommending brands like Maogeping and Proya [7][35] - Investment Theme 4: Focus on differentiated medical beauty product manufacturers and leading medical beauty institutions, recommending companies like Meilitiantian Medical Health and Aimeike [7][35] Market Performance - The retail and social service indices reported declines of 1.59% and 0.78% respectively during the week from February 9 to February 13, 2026 [6][15] - The report notes that the education sector saw the highest growth among sub-sectors, while the watch and jewelry sector led the year-to-date performance with an 11.29% increase [6][18] Company Highlights - Laopai Gold reported a significant revenue increase of 250.9% in the first half of FY2025, driven by strong consumer demand and brand expansion [37] - Chaohongji is expected to achieve a net profit growth of 125% to 175% in FY2025, supported by its differentiated product strategy [37] - Maogeping and Proya are highlighted for their strong performance in the beauty sector, with Maogeping achieving a revenue increase of 31.3% in FY2025 [37]

Group 1 - The stock price of Xunxing Co., Ltd. (002098) has shown a fluctuating downward trend, closing at 10.05 yuan on February 12, down 5.46% from February 6 [1] - The company reported a revenue of 700 million yuan for Q3 2025, representing a year-on-year growth of 4.89%, but the net profit attributable to shareholders decreased by 13.44% [2] - In the first three quarters, the cumulative revenue grew by 9.20% year-on-year, while the net profit attributable to shareholders declined by 2.82%, primarily due to increased investment in cross-border e-commerce and rising costs [2] Group 2 - Institutional attention has been low recently, with only one institution giving a "buy" rating in the past 90 days [3] - The traditional zipper business remains stable, but the cross-border e-commerce segment is still in a consolidation phase, leading to significant performance volatility [3] - Current valuations are at historical average levels, and the market is cautious regarding the synergistic effects of the company's dual business model [3]

2025年，中美贸易战的起伏、全球财税监管的趋严、AI技术的深度渗透，共同重塑着跨境电商行业格局。作为"一带一路TOP10影响力社会智库"、"中国跨 境电商50人论坛"副秘书长、"丝路电商产教融合国际共同体"创始单位，网经社立足行业前沿，以数据为核心、以服务为支撑，在跨境电商领域开展了全方 位、多层次的研究与赋能工作，用专业力量陪伴行业穿越周期、稳健前行。 作为深耕数字经济18年的专业机构，网经社在2025年不仅记录了跨境电商行业的每一处脉动，更以"媒体+智库"的双重身份深度参与了行业生态的构建与治 理。对此，网经社及旗下跨境电商台对这一年在跨境电商所做的努力和成就进行了全面回顾。 3.数据库 建设有跨境电商数据库,拥有行业、园 区、投融资、月活、评级、违规、上市 公司财报等数据。 1.原创报道 累计发布30000+原创跨境电商资讯, 并独家策划了多起大型报道。 a c 3. 系列报告 跨境电商圆桌会 第六届全球跨境电子商务峰会 題因之以強出發端與公現 01 合发展及出口 2020世界跨境电子商务大会 美的"管理层内训跨境电商 中国服务贸易协会2025跨博会推介会 服务客户 XINGYUN|行g CP@I I ...

（来源：经济参考报） 宁波海关近期召开的2026年关区工作会议显示，2025年，宁波跨境电商特殊监管区域出口货值达59.9亿 元，同比增幅24.7%，出口额稳居全国首位；跨境电商网购保税进口额持续领跑，稳居全国第二，外贸 新业态为区域开放型经济增长注入鲜活动力。 开放平台能级持续跃升。2025年，宁波海关全力支持大宗商品资源配置枢纽建设，助力建成亚洲最大地 下丙烷保税仓库，推动全国首票保税LNG加注"先供船、后报关"试点成功落地，单次生物燃料油加注 5700吨刷新全国纪录，助推宁波舟山港跻身全球第4大加油港、全国前3大LNG加注港。立足既有成 效，2026年，宁波海关将持续落实自贸试验区提升战略，稳步扩大制度型开放，优化自贸创新工作机 制，扩大差异化监管模式适用范围，推动全国首批液化丙烷、LNG保税交割业务加快落地，进一步夯 实大宗商品资源配置枢纽地位。 物流循环效能显著提升。2025年，宁波海关创新推出"1+3"关港合作机制，助推宁波国际航运中心发展 指数跃升至全球第7位；全国首发"海铁联运精品快线+中欧/中东快航"双快物流模式，"义乌—宁波舟山 港"海铁联运线路成为全国首条业务量突破百万箱的线路，外贸箱量 ...

Core Insights - The article discusses the strategic development goals of Chengmai County, focusing on economic growth, investment, and digital transformation initiatives aimed at enhancing the local economy and industry [2]. Group 1: Economic Growth Targets - Chengmai aims for a GDP growth of over 7% by 2026, with local public budget revenue expected to increase by 3.6% and fixed asset investment by over 8% [2]. - The county plans to boost retail sales of consumer goods by over 8% [2]. Group 2: Investment and Development Initiatives - Chengmai will focus on attracting investments, with a target of hosting at least 200 promotional events and doubling the project signing amount compared to provincial targets [2]. - The government has allocated 100 million yuan for preliminary project work, with plans to initiate at least 200 new projects totaling over 20 billion yuan [2]. - The project reserve scale is expected to maintain over 100 billion yuan [2]. Group 3: Digital Economy and Cultural Development - Chengmai aims to become a national-level digital transformation pilot city, with core digital economy industries expected to generate over 100 billion yuan in revenue, growing by over 5% [2]. - The county plans to enhance cultural tourism, targeting 5.3 million visitors and over 4.4 billion yuan in tourism revenue, with a 30% increase in inbound tourism [2]. Group 4: Industry-Specific Goals - The oil service industry is projected to have over 300 companies with a revenue of 21 billion yuan [3]. - The manufacturing sector aims for a total output value exceeding 16 billion yuan and industrial output over 22 billion yuan [3]. - The gaming industry is expected to see over 150 companies providing services for overseas markets, with revenue reaching 4.5 billion yuan and over 400 games launched internationally [3].

海南产经新观察："全国百强县"澄迈深耕"五大出海场景" 中新网海南澄迈2月4日电 (陈英清)海南省澄迈县县长徐涛4日在澄迈县两会上作政府工作报告时说， 2026年澄迈将深耕出海赛道，拓展"五大出海场景"，擦亮"要出海、来澄迈"城市标签。 "十四五"时期，澄迈地区生产总值从348.36亿元增加到559.92亿元，连续跨越两个百亿级台阶，经济总 量稳居海南省县级行政辖区之首，连续三年入选全国综合实力百强县。 徐涛说，2025年，澄迈推出"五大出海场景"，构建全链条出海服务体系，取得显著成效。 数字文化出海拉开帷幕。海南自贸港数字文化出海产业园、研究院、出海联盟相继揭牌成立，首批10家 企业已完成签约入园。虚幻引擎创新中心建设加快推进。 展望"十五五"，徐涛说，澄迈将聚焦"五大出海"领域，打造"出海场景创新区"，高质量建设"企业出海 的渡口"。2026年是"十五五"开局之年，也是海南自由贸易港全面实施封关运作开局之年，澄迈将深耕 出海赛道，拓展"五大出海场景"，擦亮"要出海、来澄迈"城市标签。 ——扩大"游戏出海"商业化规模。迭代升级游戏出海公共服务平台。推动游戏音频制作基地、海南游戏 直播与产业孵化中心建设。支持 ...

Investment Rating - The report maintains a positive investment rating for the cross-border e-commerce industry [11]. Core Insights - Cross-border e-commerce is characterized by high customer unit prices and high markup rates, but it has a longer midstream chain, leading to significant fluctuations in profitability [22]. - The industry is currently in a recovery phase, with a projected revenue growth of 26% in 2024 and 15% in Q1-Q3 of 2025, while non-recurring net profits are expected to decline by 46% and grow by 1% respectively [3][7]. - The report emphasizes the cyclical nature of profitability in the industry, with leading sellers gaining a relative advantage [8]. Summary by Sections Introduction: Exploring the Operating Cycle of Cross-Border E-Commerce - Cross-border e-commerce involves pre-stocking goods in overseas warehouses and includes complex logistics processes such as customs clearance and last-mile delivery, making it more intricate than traditional consumer goods [3][7]. Review: Strong Profitability Cycles and Head Seller Advantages - Historical analysis shows that the penetration rate of overseas e-commerce and the share of Chinese sellers are increasing, establishing a high growth baseline for the industry [8]. - The industry is transitioning from a phase dominated by e-commerce dividends to one focused on quality and compliance, with leading sellers outperforming overall industry growth [8]. Current Situation: Negative Impacts Easing, Industry Bottoming Out - The industry is currently in a recovery phase, driven by orderly supply chain transitions and tax reforms in China's e-commerce sector, which enhance competitive dynamics among leading sellers [9]. - Inventory levels among top sellers have reached historical lows, indicating that the inventory destocking phase is nearing its end, and shipping costs still have room to decline [9]. Investment Recommendations: Lightening the Load, Performance Inflection Point Expected - The report suggests that the cross-border e-commerce industry is expected to experience a performance inflection point in 2026, with revenue and profitability on an upward trajectory [10]. - Recommended companies include Anker Innovations and Ugreen Technology, which are leveraging channel and operational advantages to build brand recognition among overseas consumers [10].

当前，在全球化和数字化迅速发展的背景下，跨境电商已成为国际贸易的重要组成部分，持续释放发展 活力。数据显示，2024年全球跨境电商销售额达3.3万亿美元，较2020年实现翻倍，行业渗透率从7%提 升至8.6%；同期我国跨境电商交易额达2.63万亿元，较2020年增长62%，对进出口贸易的贡献率从5%提 升至5.9%，行业整体保持稳健向上发展态势。 转自：中国质量报 构建公平有序的跨境电商生态体系 《跨境电商平台企业及关联服务商经营规范》团体标准实施 本报讯 （记者徐雅臣）近日，由中国服务贸易协会电子商务专业委员会牵头制定的团体标准《跨境电 商平台企业及关联服务商经营规范》（T/CATIS 0302025）（以下简称《规范》）正式实施。这是我国 跨境电商行业首部纲领性文件，填补了我国跨境电商平台企业及关联服务商领域系统性规范的空白，为 行业提供覆盖传统业务与创新模式的全维度治理参考，助力构建公平有序的跨境电商生态体系。 神州控股科捷相关业务负责人表示，在标准编制过程中，该公司结合自身业务对跨境电商全流程业务进 行了梳理，并结合生态合作伙伴的情况，对标准内容提出了建设性意见。通过标准制定和现场参会，进 一步扩大了 ...