近年来，中国跨境电商行业保持稳定发展态势，成为推动全球贸易的重要力量。2025年上半年数据显示，我国跨 境电商进出口规模达到约1.32万亿元，同比增长5.7%，其中出口表现尤为突出，实现1.03万亿元，增幅为4.7%。 这一持续向好的趋势不仅体现了中国供应链的稳定性，也反映出国际市场对中国商品的认可度不断提升。 武汉流星汇聚作为深耕跨境电商领域的企业，自2017年起步以来，通过持续实践积累了丰富的平台运营经验。该 公司从最初运营自营店铺发展到为合作伙伴提供全方位服务，逐步建立起涵盖店铺开通、产品选品、产品上架， 到订单发货、售后服务等环节的完整服务体系。2019年公司正式成立后，将业务重心转向帮助更多国内卖家开拓 国际市场，其服务内容包括开店策划、精细运营教学及丰富资源对接等，致力于为合作方提供切实可行的解决方 案。 2025年4月21日，武汉流星汇聚在上海股权托管交易中心挂牌，这一进展既是对企业自身发展成果的肯定，也展现 出中国跨境电商服务企业的成长潜力。截至目前，公司已协助超过万个合作客户成功开展跨境业务，这些商户通 过专业指导实现了从本土经营到国际卖家的转型。在具体实践中，武汉流星汇聚注重根据不同卖家的 ...

截至2025年8月22日收盘，赛维时代股价报22.36元，较前一交易日下跌0.62%，成交额2.96亿元，换手 率6.84%。 赛维时代是一家专注于跨境电商业务的企业，主要涉及互联网服务、跨境电商等领域。公司依托深圳的 产业优势，从早期的电子分销业务逐步转型为跨境电商品牌运营商，业务覆盖全球多个市场。 消息面上，深圳跨境电商产业近年来发展迅速，2024年进出口额达3720亿元，连续三年位居全国第一。 赛维时代作为深圳本土跨境电商企业之一，持续拓展海外市场，并借助平台资源优化运营模式。 资金方面，赛维时代8月22日主力资金净流出1436.23万元，占流通市值的0.33%，近五日主力资金净流 入1554.80万元，占流通市值的0.36%。 风险提示：市场波动风险，行业竞争加剧风险。 ...

公司8月22日在投资者互动平台表示，其主营业务是拉链及其配件、跨境电商，不涉及数字货币业务。 风险提示：股市有风险，投资需谨慎。 浔兴股份主要从事拉链及其配件、跨境电商业务。公司所属概念板块包括纺织服装、福建板块、跨境电 商等。 来源：金融界 浔兴股份8月22日报收9.81元，较前一交易日下跌0.18元，跌幅1.80%。当日成交量为134379手，成交金 额达1.31亿元。 8月22日浔兴股份主力资金净流出1326.74万元，占流通市值的0.38%。近五日主力资金净流入44.72万 元，占流通市值的0.01%。 ...

| 国泰海通证券 | | --- | | GUOTAI HAITONG SECURITIES | 目 录 | | 每日报告精选（2025-08-21 09:00——2025-08-22 15:00） 2 | | | --- | --- | --- | |  | 行业跟踪报告：物流仓储《快递单价降幅收窄，反内卷持续扩散》2025-08-22 | 2 | |  | 行业策略：新能源发电《光伏行业研究方法》2025-08-22 | 3 | |  | 行业策略：建材《回归常识，探寻本源》2025-08-21 | 3 | |  | 行业跟踪报告：机器人《Figure 人形机器人实现无遮挡行走，能力边界持续突破》2025-08-21 | 3 | |  | 行业跟踪报告：乳制品《肉奶共振，弹性可期》2025-08-21 | 4 | |  | 海外报告：富途控股（FUTU.O）《净入金强劲，Crypto 持续开拓》2025-08-22 | 5 | |  | 公司半年报点评：巴比食品（605338）《经营势能向上，业绩超预期》2025-08-22 | 5 | |  | 海外报告：北森控股（9669）《HCM S ...

Core Viewpoint - Beijing aims to establish itself as a global hub for cross-border e-commerce through the "Beijing Action Plan for Promoting High-Quality Development of Cross-Border E-Commerce (2025-2027)" focusing on innovation, cooperation, and ecological optimization [1][2] Group 1: Development Strategy - The plan emphasizes leveraging five advantages, including technological innovation, policy innovation, headquarters economy, logistics efficiency, and quality business services to enhance cross-border e-commerce [2] - By 2027, the goal is to establish around three cross-border e-commerce service centers, attract numerous billion-level platforms and ten-million-level brands, and cultivate a thousand cross-border e-commerce talents [2] Group 2: Business Growth - The initiative aims to nurture cross-border e-commerce enterprises by supporting those with core technologies and quality products to grow into high-tech, specialized, and unicorn companies [3] - It encourages the development of cross-border e-commerce service enterprises and the establishment of specialized industrial parks in various districts [3] Group 3: Innovation Focus - The plan supports the application of advanced technologies such as cloud computing, big data, and AI in cross-border e-commerce [4] - New marketing models like "live streaming + short videos" and "bonded warehouses + live streaming" are to be explored to enhance retail imports [4] Group 4: Service Optimization - The initiative aims to improve customs efficiency with a "green channel" for cross-border e-commerce exports and enhance logistics support through the construction of a national logistics hub [4] Group 5: Ecosystem Development - A platform for cross-border e-commerce exchanges will be established to foster collaboration and compliance, including knowledge protection and legal training [5] - The plan also focuses on building a high-quality talent pool by integrating educational resources and encouraging institutions to offer cross-border e-commerce programs [5]

Group 1 - The fifth "Belt and Road" Local Cooperation Committee Cross-Border E-commerce Training Activity was held in Hangzhou, Zhejiang, attracting over 40 foreign participants from member cities of the Belt and Road Local Cooperation Committee (BRLC) to learn about China's e-commerce ecosystem and globalization pathways [2] - Foreign participants engaged in various activities, including visiting Alibaba's headquarters and experiencing live-streaming e-commerce [4][5][7] - The event highlighted the growing interest in China's e-commerce model among international audiences, showcasing the potential for cross-border e-commerce collaboration [2][9] Group 2 - The training event included interactive Q&A sessions between foreign participants and representatives from Chinese e-commerce companies, emphasizing knowledge exchange [9] - Participants had hands-on experiences in live-streaming sales, which is a significant trend in the Chinese e-commerce landscape [7][11] - The event served as a platform for promoting the understanding of China's digital economy and its impact on global trade [2][4]

Group 1 - The core theme of the event is "New Trade Momentum, New Digital Future," highlighting the role of cross-border e-commerce in driving innovation in foreign trade [1] - The event will take place from August 15 to 17, 2025, in Guangzhou, China, showcasing a collaborative effort between the government and market to create a comprehensive ecosystem for cross-border e-commerce [1][4] - The exhibition area spans 50,000 square meters, attracting over 1,000 participating companies, including major platforms like Amazon and SHEIN, indicating a significant upgrade in the event's scale and influence [4][14] Group 2 - Shenzhen Qianhai Outbound E-Station actively collaborates with various enterprises to help them expand into international markets, reflecting the industry's trend towards globalization [3][6] - The platform has established a comprehensive service system that includes full-cycle support for businesses, enhancing their operational efficiency in cross-border e-commerce [6][10] - The platform has successfully facilitated connections between companies and quality suppliers, leading to potential large orders and increased market share for participants [7][10] Group 3 - The event features three core exhibition areas: supply chain, platform and service providers, and innovation showcases, creating a complete ecosystem for cross-border e-commerce [4][12] - The platform has engaged in discussions with Citibank to address financial service challenges faced by companies in cross-border trade, indicating a focus on financial support [10][12] - The platform has also initiated collaborations with overseas warehouse companies to enhance logistics efficiency, which is crucial for cross-border e-commerce [10][12] Group 4 - Qianhai has achieved significant growth in cross-border e-commerce, with import and export volumes exceeding 120 billion RMB in 2024, reflecting a year-on-year growth of over 100% [14][16] - The platform has developed a diverse media presence to disseminate industry news and support services, with 15,000 registered users and over 500,000 website visits [14][16] - Future plans include precise follow-up services post-event to ensure the successful implementation of collaborative projects and continuous resource integration [16]

Group 1 - The 2025 China (Guangzhou) Cross-Border E-Commerce Fair was launched on August 15, 2023, with participation from representatives of RCEP member countries and nearly 500 attendees from various sectors [1][2] - The fair covers an exhibition area of over 40,000 square meters, featuring more than 1,000 quality supply chain enterprises and 42 cross-border e-commerce platforms, making it the largest event of its kind in China [1][2] - Guangdong's cross-border e-commerce import and export scale has surged from 11.3 billion yuan in 2015 to 745.4 billion yuan in 2024, marking a 66-fold increase over nine years with an average annual growth rate of 60% [2] Group 2 - Guangzhou has achieved a cumulative cross-border e-commerce import and export value exceeding 700 billion yuan since becoming a national comprehensive pilot zone in 2016, with a projected value of over 180 billion yuan in 2024 [3] - The fair features over 1,000 quality supply chain enterprises and more than 40 major domestic and international cross-border e-commerce platforms, with over 1,800 standard exhibition booths, surpassing the previous year's event [3][4] - The event includes the launch of several reports and initiatives aimed at promoting compliance and market expansion for cross-border e-commerce, including a white paper on export trends and a guide for new market entry [4]

Group 1 - The 2025 China (Guangdong) - RCEP Member Countries Cross-Border E-Commerce Exchange Event and the China (Guangzhou) Cross-Border E-Commerce Fair was launched in Guangzhou, attracting nearly 500 participants including representatives from RCEP member countries and domestic cross-border e-commerce enterprises [1] - The fair, themed "New Momentum for Foreign Trade, New Future for Digital," covers an exhibition area of over 40,000 square meters and features more than 1,000 quality supply chain enterprises and 42 cross-border e-commerce platforms, making it the largest in terms of platform participation in the country [1] - Guangdong's cross-border e-commerce import and export scale has surged from 11.3 billion yuan in 2015 to 745.4 billion yuan in 2024, representing a 66-fold increase over nine years with an average annual growth rate of 60%, accounting for over one-third of the national total [1] Group 2 - Guangdong aims to become a cross-border e-commerce demonstration province by focusing on three areas: developing 30 advantageous industrial belts and nurturing 300 key enterprises within three years, expanding new markets in collaboration with leading e-commerce platforms, and strengthening the e-commerce development hubs in Guangzhou, Shenzhen, and eastern Guangdong [2] - The cumulative import and export value of cross-border e-commerce in Guangzhou has exceeded 700 billion yuan since 2016, with an expected value of over 180 billion yuan in 2024, maintaining the highest import scale in the country for ten consecutive years [4] - The current fair features over 1,800 standard exhibition booths and includes new sections for AI and compliance in cross-border e-commerce to adapt to trade trends and mitigate risks [4]

Core Insights - Guangdong's cross-border e-commerce import and export scale has surged from 11.3 billion yuan in 2015 to 745.4 billion yuan in 2024, marking a 66-fold increase over nine years with an average annual growth rate of 60%, accounting for over one-third of the national total and maintaining the top position in the country [1][3] Group 1 - Guangzhou's cumulative cross-border e-commerce import and export value has exceeded 700 billion yuan over the past decade, with a projected value of over 180 billion yuan in 2024. In the first half of this year, the city achieved an import and export value of 116.9 billion yuan, reflecting a year-on-year growth of 43.1% [3] - The Guangdong Provincial Department of Commerce aims to establish itself as a cross-border e-commerce demonstration province by focusing on three key areas: developing 30 advantageous industrial belts and nurturing 300 backbone enterprises within three years, launching a special action to expand new markets in collaboration with leading e-commerce platforms, and strengthening the e-commerce development hubs in Guangzhou, Shenzhen, and Eastern Guangdong to upgrade the 21 cross-border e-commerce comprehensive pilot zones in the province [3] Group 2 - The current cross-border e-commerce trade fair spans over 40,000 square meters, running from August 15 to 17, attracting over 1,000 quality supply chain enterprises, 42 major domestic and international cross-border e-commerce platforms, and nearly 200 ecosystem service providers. A total of 900 enterprises from 23 provinces and municipalities, including Guangdong, Zhejiang, Fujian, Jiangsu, and Anhui, are participating, with more than 1,800 standard exhibition booths [5] - Guangdong has 594 enterprises participating in the fair, showcasing 18 advantageous industrial belts such as beauty products from Guangzhou, home appliances from Foshan, lighting from Zhongshan, and toys from Shantou in themed exhibition areas. To better adapt to new trade trends and mitigate risks in overseas expansion, the fair has also introduced an AI section for cross-border e-commerce and a compliance section for overseas operations [5]