1月7日，阿里旗下跨境电商平台速卖通在杭州举办2026年首场出海千人峰会。从会上获悉，速卖通已启动面向优质商家的大规模招商，将深入浙江、广东、 河南等地，为商家提供面对面的政策解读和出海扶持，这些地区也正是亚马逊等跨境平台招募品牌跨境商家的核心产业带。 图：速卖通启动大规模招商，用"海外托管"抢滩品牌出海新主场 在刚刚过去的2025年"黑五"，速卖通已取得关键突破：据Sensor Tower数据，"黑五"开卖首日，速卖通在欧洲市场下载量超过亚马逊。 速卖通攻入亚马逊主场的背后，是其力推的"超级品牌出海计划"——该计划明确提出以亚马逊的一半成本，为品牌带来全新增量，系统性吸引中高端品牌商 家转向速卖通。 海外托管正是其中的重要组成部分。在该服务下，商家只需将商品备入海外仓，平台负责后续营销、用户运营和本地履约。数据显示，过去一年，海外托管 商家GMV实现10倍增长。且家具、家电等大件品类中，超50%成交额来自海外托管。 小米是深度体验速卖通品牌出海计划和海外托管服务的首批品牌。2025年黑五期间，小米POCO F8系列成为速卖通TOP1新品；通过海外托管服务，小米电 视从欧洲本地仓发货，凭借"Local+"标识 ...

出海的重心，从"卖得出去"，转向"留得下来"。 整理丨 冯汝梅 2 025年，在全球贸易壁垒加固、地缘政治风险长期化的背景下，中国大厂的出海进程，明显走过 了"野蛮生长"的阶段。 本文复盘这一年中国头部企业出海的关键节点与战略选择，试图呈现一个更接近真实的图景： 不再是 单点突破的故事，而是一场长期结构性重构的开始。 腾讯 游戏拉动、云与AI成为新底座 关键词：内容全球化+技术基础设施出海 市值：54785亿港元 2025年前三季度营收5574亿元，国际市场游戏收入562亿元，国际游戏营收占比10% 2025年，腾讯的出海呈现出明显的"多引擎驱动"特征：游戏业务继续扮演现金牛角色，云与 AI 则逐 步成为支撑其海外长期竞争力的技术底座。 这一年，越来越多企业意识到： 全球化不再是市场规模的线性扩张，而是一场关于合规、组织能力、 技术体系与长期资本投入的综合博弈。 出海的重心，也从"卖得出去"，转向"留 得 下来"。 从腾讯、字节、阿里的平台型出海，到比亚迪、宁德时代的制造业深水区布局；从Temu在政策夹缝 中的模式调整，到京东、美团对重资产与本地运营能力的再下注——2025年，中国大厂正在用更现 实、更克制、 ...

Core Insights - Suzhou is experiencing significant growth in the cross-border e-commerce sector, with local businesses increasingly seeking to expand into international markets through this channel [1] - Professional training in cross-border e-commerce is essential for companies to effectively navigate this evolving landscape [1] Group 1: Basic Concepts and Significance of Cross-Border E-Commerce - Cross-border e-commerce involves transactions between entities in different customs territories, utilizing e-commerce platforms for transactions and logistics [1] - Engaging in cross-border e-commerce allows Suzhou companies to reach global consumers directly, reduce intermediaries, and enhance profit margins [1] - The internet enables businesses to test new products and market responses at lower costs, thereby mitigating operational risks [1] - Cross-border e-commerce aids in building independent brands and increasing international visibility [1] Group 2: Core Content of Cross-Border E-Commerce Training - Market analysis and product selection strategies are fundamental training components, focusing on understanding consumer habits, cultural characteristics, and legal regulations in various regions [2] - Training includes platform operation and store management, covering major platforms like Alibaba International, Amazon Global, and AliExpress, teaching registration, store setup, product listing, and order processing [2] - Cross-border logistics and warehousing management are critical, with training on international courier selection, customs clearance processes, and overseas warehouse setup to optimize logistics and control costs [3] - Cross-border payment methods and risk management are addressed, including various payment options and strategies for managing exchange rate risks and transaction disputes [3] Group 3: Application of Trade Finance Service Platforms - Trade finance service platforms, such as "Yunqiao Cross-Border," support cross-border trade enterprises by addressing financing, payment, and risk management challenges [7] - The platform offers comprehensive services throughout the enterprise's internationalization lifecycle, from exhibition services to digital RMB cross-border settlement [9] - Digital RMB smart contracts enhance payment automation, improving transparency and efficiency while reducing operational costs [10] - The platform's specialized evaluation model for foreign trade enterprises helps lower financing thresholds and increase funding availability [10] - It optimizes cross-border settlement models, providing alternatives to traditional payment methods with benefits like same-day fund availability and no transaction fees [11] Group 4: Practical Value of Cross-Border E-Commerce Training - Professional training equips companies with essential knowledge and skills, facilitating a better understanding of international trade rules and e-commerce operations [13] - Skills learned can be directly applied to store management, product promotion, and customer service, enhancing operational efficiency [13] - Continuous learning is crucial in the rapidly evolving cross-border e-commerce field, necessitating regular training and industry engagement [14] Group 5: Conclusion - Cross-border e-commerce presents new opportunities for Suzhou enterprises to expand internationally, with systematic training enabling them to seize these opportunities effectively [14] - Utilizing financial service platforms like "Yunqiao Cross-Border" can help address operational challenges and enhance competitiveness [14] - As the digital economy evolves, cross-border e-commerce will continue to develop new models and opportunities, requiring companies to maintain a learning mindset for sustainable growth [14]

1、店铺申请 2、选品 3、主图制作 4、listing策划，A+优化，装修店铺，SEO优化 跨境电子商务是指分属不同关境的交易主体，通过电子商务平台达成交易、进行支付结算，并通过跨境物流送达商品、完成交易的一种国际商业活动。 我国跨境电子商务及支付交易现状： 跨境电子商务起步晚增速快 .跨境电子商务及支付将成为企业新的盈利点 跨境电子支付结算方式多种多样，可以买facebook的流量，把生意做到全世界去， 很多人想做出口跨境电商，但是不知道从哪里起步。首先我来说一说独立站，可以这么说吧，忽悠新人一开始做什么独立站。shopify+facebook的基本上都 是在割韭菜。别说新人了，据我所知，目前亚马逊老鸟，就是我之前说的大佬，转去做独立站。对的，大佬也做过独立站，基本上血本无归，全军覆没。 再说一下跨境电商平台，目前除了比较火的亚马逊之外，就是wishi 速卖通 lazda shopee这四个平台。亚马逊比较类似国内的天猫和京东。平台上面品类比较 齐全，单品爆款模式是走的通的。而且买家人群价格敏感性相对低。不是一味的追求低价产品，其他那四个平台比较像国内的拼多多，产品都是以低价产品 为主，买家diao丝居多 ...

Group 1: Core Insights - The overseas business segments of major Chinese internet companies have become "profit dark horses," with Alibaba's international digital commerce turning profitable, Meituan's Keeta achieving monthly profitability in Hong Kong, and Tencent's overseas gaming revenue surging by 43% year-on-year [1] - As domestic internet traffic growth reaches diminishing returns, going overseas has become a necessary strategy for companies, evolving from "go overseas or go home" to "no core capabilities, no overseas expansion" [1] Group 2: Cross-Border E-commerce - Alibaba's international retail business reported revenue of 28.068 billion yuan, a 10% year-on-year increase, driven by growth from AliExpress and other international operations [2] - The international wholesale business generated 6.731 billion yuan, an 11% increase year-on-year, attributed to growth in value-added services related to cross-border business [2] - Temu's gross merchandise volume (GMV) growth is primarily due to rapid penetration in the European (30-40% share, 60-70% year-on-year growth) and Latin American markets (over 15% share), while growth in North America is slowing [2][3] Group 3: Local Lifestyle Services - Meituan's Keeta achieved its first monthly profitability in Hong Kong, marking a significant milestone in its overseas expansion [4] - Keeta is expanding in the Middle East and Brazil, utilizing AI algorithms and big data to optimize delivery routes and improve efficiency [4][5] - The competitive landscape in Brazil is intense, with Didi and Uber also expanding their food delivery services, indicating a battle for market share [6] Group 4: Entertainment Sector - Tencent's international gaming revenue reached 20.8 billion yuan, a 43% year-on-year increase, driven by successful titles like "Clash Royale" and "PUBG MOBILE" [7] - NetEase's overseas strategy is undergoing significant adjustments, with the closure of several overseas studios despite some successful game launches [8] Group 5: Mobile Phones - Xiaomi's smartphone revenue declined by 3.1% year-on-year to 46 billion yuan, attributed to a decrease in average selling price (ASP) [9] - Xiaomi's overseas internet service revenue reached a record high of 3.3 billion yuan, growing by 19.1% year-on-year, with a notable increase in the share of high-margin overseas market revenue [10] - The competition in the African market between Xiaomi and Transsion is intensifying, leading to price wars [10] Group 6: Conclusion - The third-quarter financial reports indicate a shift in Chinese internet companies' overseas strategies, moving from reliance on policy advantages and low prices to focusing on supply chain capabilities, AI technology, localization, and compliance management [12] - The transformation represents an upgrade from being participants in the global value chain to integrators, with challenges such as geopolitical compliance risks and cultural differences remaining significant [13]

2025年的跨境电商低价赛道，硝烟比以往任何时候都更为浓烈。 当拼多多旗下跨境电商平台——Temu以"极致低价+预售模式"在欧美市场持续攻城略地，字节系TikTok Shop凭借流量红利撬动性价比消费需求，阿里速卖通转向精细化运营，直接对标亚马逊强化"品牌出 海"平台定位……全球电商巨头亚马逊终于拿出了更为凌厉的低价武器——旗下低价商城亚马逊Haul （Amazon Haul）不仅在一年内完成26个国家和地区的覆盖，实现闪电扩张，还持续扩充商品品类，展 开全面防守与反击。 一场围绕成本、供应链与用户心智的终极对决，正式在跨境电商低价赛道拉开帷幕。 亚马逊Haul闪电扩张 亚马逊的低价布局，并非一时的应急之举，而是对行业趋势的长期预判。美国研究机构Optimove Insights的数据显示，2025年上半年，超80%的消费者因关税波动调整购物行为，价格成为影响消费者购 物决策的核心因素；超50%的买家会主动寻找平台优惠活动，品牌忠诚度持续下滑。 与此同时，以Temu为代表的新兴跨境电商平台凭借极致的供应链能力，将低价商品的价格底线不断拉 低，直接分流了亚马逊中低端市场的流量与订单，甚至吸引了部分亚马逊Prim ...

2025年的跨境电商低价赛道，硝烟比以往任何时候都更为浓烈。 当拼多多旗下跨境电商平台Temu以"极致低价+预售模式"在欧美市场持续攻城略地，字节系TikTok Shop凭借流量红利撬动性价比消费需求，阿里速卖通转向 精细化运营，直接对标亚马逊强化"品牌出海"平台定位全球电商巨头亚马逊终于拿出了更为凌厉的低价武器——旗下低价商城Amazon Haul不仅在一年内完 成26个国家和地区的覆盖，实现闪电扩张，还持续扩充商品品类，展开全面防守与反击。 低价之外，亚马逊同时祭出"下一代跨境链"计划，打破了以往中国卖家"单点突破"的出海模式，倡导卖家从入驻初期就启动全球布局，而非局限于单一国家 市场。与此同时，结合FBA（亚马逊物流）费用下调、佣金减免等激励政策，全力争夺卖家。 一场围绕成本、供应链与用户心智的终极对决正式拉开帷幕。 亚马逊Haul闪电扩张能否用"全球履约"撕开低价缺口？ 亚马逊的低价布局，并非一时的应急之举，而是对行业趋势的长期预判。 美国研究机构Optimove Insights的一组数据显示，2025年上半年，超80%的消费者因关税波动调整购物行为，价格成为影响决策的核心因素；超50%的买家 会主 ...

Overall Performance - Alibaba's FY2026 Q2 revenue reached 247.8 billion yuan, a year-on-year increase of 5%, exceeding Bloomberg's expectations by 1% [1] - Excluding disposed businesses, the like-for-like revenue growth was 15% year-on-year [1] - Adjusted EBITA was 9.1 billion yuan, down 78% year-on-year, and below Bloomberg's expectations by 36% [1] - Non-GAAP net profit was 10.4 billion yuan, down 72% year-on-year, also falling short of Bloomberg's expectations by 38% [1] Core E-commerce - CMR increased by 10% to 78.9 billion yuan, driven by an improved take rate and the introduction of basic software service fees starting in September [2] - Instant retail revenue surged by 60% year-on-year to 22.9 billion yuan, with the company transitioning from scale expansion to user experience optimization [2] - During the Double 11 shopping festival, Taobao App saw double-digit growth in purchasing users, and the number of 88VIP members exceeded 56 million [2] Cloud Business - Cloud Intelligence Group revenue reached 39.8 billion yuan, a year-on-year growth of 34%, up from 26% in the previous quarter [3] - External customer revenue grew by 29%, with adjusted EBITA increasing by 35% to 3.6 billion yuan [3] - AI-related product revenue has seen triple-digit growth for nine consecutive quarters, becoming a core growth driver [3] - Alibaba Cloud holds a 35.8% market share in China's AI cloud market, ranking first [3] AIDC Performance - AIDC revenue grew by 10% year-on-year to 34.8 billion yuan, with adjusted EBITA achieving profitability for the first time at 162 million yuan [3] - The improvement was attributed to enhanced user experience and efficiency in investments [3] - AliExpress expanded its overseas hosting model to over 30 countries, and the B2B segment launched the AI Agent procurement engine, Accio, to improve matching efficiency [3] Investment Outlook - Revenue projections for Alibaba from FY2026 to FY2028 are 1,041.4 billion yuan, 1,160.2 billion yuan, and 1,286.1 billion yuan, reflecting year-on-year growth of 4.5%, 11.4%, and 10.9% respectively [4] - Non-GAAP net profit estimates for the same period are 100.1 billion yuan, 150 billion yuan, and 190.5 billion yuan, with year-on-year changes of -36.6%, +49.8%, and +27.1% respectively [4] - The company maintains a "buy" rating [4]

Core Insights - Southbound funds increased their holdings in Alibaba-W (09988.HK) by 5.99 million shares on December 1, 2025, marking a total net increase of 85.34 million shares over the past five trading days [1] - Over the last 20 trading days, southbound funds have increased their holdings on 12 occasions, resulting in a cumulative net increase of 112 million shares [1] - As of now, southbound funds hold a total of 2.208 billion shares of Alibaba-W, which represents 11.56% of the company's total issued ordinary shares [1] Trading Data Summary - On December 1, 2025, total shares held reached 2.208 billion, with a change of 5.99 million shares, reflecting a 0.27% increase [2] - On November 28, 2025, total shares held were 2.202 billion, with a change of 9.77 million shares, indicating a 0.45% increase [2] - On November 27, 2025, total shares held were 2.192 billion, with a change of 35.39 million shares, showing a 1.64% increase [2] - On November 26, 2025, total shares held were 2.157 billion, with a change of 26.40 million shares, representing a 1.24% increase [2] - On November 25, 2025, total shares held were 2.130 billion, with a change of 7.77 million shares, indicating a 0.37% increase [2] Company Overview - Alibaba Group Holding Limited provides technology infrastructure and marketing platforms, operating through seven business segments [2] - The China commerce segment includes retail businesses such as Taobao, Tmall, and Hema, as well as wholesale operations [2] - The international commerce segment encompasses international retail and wholesale businesses, including Lazada and AliExpress [2] - The local services segment includes location-based services such as Ele.me, Amap, and Fliggy [2] - The Cainiao segment offers domestic and international logistics services and supply chain management solutions [2] - The cloud segment provides public and hybrid cloud services to domestic and international enterprises, including Alibaba Cloud and DingTalk [2] - The digital media and entertainment segment includes Youku, Quark, Alibaba Pictures, and other content and distribution platforms, as well as online gaming [2] - The innovation and other segment includes DAMO Academy, Tmall Genie, and other businesses [2]

Industry Overview - Over 7,000 domestic and foreign platforms have fulfilled their tax information reporting obligations, significantly improving tax compliance among operators and employees within these platforms [1] - The majority of platform operators have registered as market entities, although some have not complied with registration and tax declaration requirements [1] Robotics Market - The global humanoid robot market is in its early exploration phase, with expectations to enter a golden development period in the next 5 to 10 years [2] - By 2035, annual sales of humanoid robots are projected to reach 6 million units, with a market size exceeding $120 billion; in an optimistic scenario, sales could surpass 10 million units, reaching a market size of $260 billion [2] Company Developments - Alibaba's International Digital Commerce Group reported a revenue of 34.799 billion yuan for Q2 of fiscal year 2026, a 10% year-on-year increase, with adjusted EBITA showing a profit of 162 million yuan compared to a loss of 2.905 billion yuan in the same period last year [3] - Singapore's National AI Program has shifted from using Meta's model to adopting Alibaba's Qwen open-source architecture, marking a significant expansion of Chinese open-source AI models globally [4] - Cainiao has launched a cross-border small package service covering eight African countries, optimizing logistics solutions for Chinese cross-border e-commerce [5] - Dianping has expanded its coverage to over 1,000 cities across more than 200 countries, focusing on destinations popular among Chinese tourists [6] - Tencent has launched the international version of its Mix Yuan 3D creation engine, allowing users to create high-quality 3D works [7] - Didi's core platform saw a 13.8% year-on-year increase in order volume, reaching 4.685 billion orders, with international business growing over 20% [8][9] - WeRide and Uber have initiated L4-level fully autonomous Robotaxi commercial operations in Abu Dhabi, marking the first such operation in the Middle East [10] - Leapmotor has officially entered the South American market, launching its electric vehicles in Brazil and Chile, with plans for further expansion in the region [11]