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“新区外贸何以逆势增长”系列报道丨跨境电商激活外贸新动能
Qi Lu Wan Bao Wang· 2025-08-27 14:40
当秋日的晨光刚刚洒向沂蒙大地,临沂沂河新区就以一组亮眼数据叩响了外贸企业发展的新节拍。1-6月,沂河新区实现进出口259.98亿元,同比增长 11%,总量稳居全市第一。 这片面积仅占临沂市1.5%的土地,为何成为临沂市外贸的"压舱石"? "以平台生态聚合资源,以制度创新激活存量,以服务引领撬动全局的生动实践,揭示了新区外贸增长的一条关键路径。"临沂综合保税区服务中心外贸发 展办公室主任周金岩说。 阿里速卖通助力出海 在速卖通跨境电商产业园,一场线下招商培训活动吸引200家企业参与。 "这里是北方第一个、全国第六个速卖通官方产业园。"阿里巴巴全球速卖通(临沂)跨境电商产业园项目负责人崔凤雷说。 速卖通是阿里巴巴旗下唯一面向全球市场打造的在线交易平台,是中国最大的跨境出口B2C平台之一。2024年12月31日落户新区,实现开园运营。 新区重点推动速卖通北方首个跨境电商产业园高效运营,积极对接京东运营中心、韩国Gmarket、东南亚Shopee等主流平台,大力发展"跨境电商+产业 带"模式,带动临沂市板材、五金、机械等13条标志性产业链上的企业"触网"全球;三年内将打造10家以上标杆出海品牌企业、孵化20家以上产业 ...
阿里速卖通:泳池机器人成为夏季出海增速最快品类之一
人民财讯8月26日电,继扫地机器人、割草机器人后,又一个高增速的清洁类机器人在跨境电商平 台"火"了。8月26日,记者从阿里旗下跨境电商平台速卖通获悉,今年夏季,泳池机器人成为出海增速 最快的品类之一,目前,泳池机器人头部品牌思傲拓(Seauto)出海总销量中,70%以上的欧洲订单都来 自速卖通。 ...
临沂市跨境电子商务协会暨第二届一次会员大会成功举行
Sou Hu Cai Jing· 2025-08-23 02:37
活动现场,山东省跨境电子商务协会执行秘书长,尹荣辉与 临沂商城党工委委员、管委会副主任邱海 霞先后上台致辞。第一届理事会秘书长蔺天一先生作上一届理事会工作报告,临沂书圣文化城置业有限 公司总经理滕兆磊先生当选监事长,山东兰华集团股份有限公司党委副书记、副董事长、执行总裁刘建 先生当选协会第二届理事会会长。 大众网记者滕立军 冯善鹏 临沂报道 8月22日,临沂市跨境电子商务协会暨第二届一次会员大会成功举行,会议审议并通过了《财务管理办 法》《选举办法》,表决通过协会《章程》及会费缴纳标准,并选举产生新一届理事会及监事会成员。 当天,跨境电子商务协会 顾问委员会、私董会、创业联盟齐亮相。跨境电商生态顾问委员会正式成 立,汇聚运营、物流、金融、法律、产学研等多领域专家,现场,跨境私董会揭牌成立,由临沂飘禹国 际贸易有限公司总经理江禹担任第一届主席。 本次大会,1688超级工厂、速卖通、亚马逊、Shopee、沃尔玛五大国际电商平台负责人莅临现场,深度 解读平台最新政策、运营技巧及行业趋势,助力企业抢占跨境蓝海市场! 此次换届为协会注入新活力,为产业升级奠定基础。新一届协会承诺将秉承"服务企业、链接全球"的使 命,整合 ...
哪些跨境电商平台值得卖家入驻?
Sou Hu Cai Jing· 2025-08-22 13:25
随着全球化进程不断深入,我国跨境电商产业链日益成熟,越来越多中国卖家通过这一渠道成功开拓国际市场,实现"卖全球"。目前,跨境电商平台众多, 除了海外知名的Amazon、Walmart、eBay等,我国也涌现出以"跨境四小龙"为代表的平台,即Temu(拼多多)、SHEIN(希音)、TikTok Shop(字节跳 动)和速卖通(阿里巴巴)。面对众多选择,作为刚入行的中国新手卖家,究竟哪个平台更易上手、更适合入驻? 哪些跨境电商平台值得卖家入驻? 哪些跨境电商平台值得卖家入驻? 一、速卖通(AliExpress) 速卖通是阿里巴巴集团推出的面向国际市场的B2C平台,目前已覆盖200多个国家和地区,活跃买家数量超过4000万,尤其在俄罗斯、巴西等新兴市场具有 较强影响力。该平台支持多种类型的卖家入驻,包括大学生、创业人群、从内贸或传统外贸转型的商家等。 其一大优势是操作界面完全中文化,类似淘宝后台,即使英语能力较弱也能轻松上手。此外,入驻成本相对较低,物流供应链成熟(例如可对接1688货 源),流量规则较为透明,试错成本不高,对缺乏经验、希望低成本入门的新手较为友好。 二、Temu Temu作为拼多多推出的海外平台, ...
阿里巴巴-W(09988):FY26Q1业绩前瞻:预计云业务维持高增速,闪购补贴或影响利润
Tianfeng Securities· 2025-08-04 07:44
Investment Rating - The report maintains a "Buy" rating for Alibaba Group (09988) with a target price not specified [5]. Core Views - The report anticipates steady revenue growth for Alibaba in FY26Q1, with a projected revenue of 266 billion yuan, representing a year-over-year increase of 9.4%. However, adjusted EBITA is expected to decline by 21.7% year-over-year to 35.3 billion yuan, resulting in an EBITA margin of 13.3%. Non-GAAP net profit is projected to be 31.7 billion yuan, down 22.7% year-over-year [1]. - The report highlights that the cloud business is expected to maintain high growth, with a projected revenue increase of 19.8% year-over-year in FY26Q1, and adjusted EBITA growth of 15.7% [4]. - The local life segment is expected to see a revenue increase of 13.0% year-over-year, driven by a 50 billion yuan subsidy plan for Taobao Flash Sales, which aims to boost consumer and merchant engagement [3]. - The international commerce segment is projected to grow by 21.9% year-over-year in FY26Q1, with adjusted EBITA expected to increase by 51.8% [4]. Summary by Sections Financial Performance - FY26Q1 revenue is expected to be 266 billion yuan, with a year-over-year growth of 9.4%. Adjusted EBITA is projected at 35.3 billion yuan, down 21.7% year-over-year, and Non-GAAP net profit is expected to be 31.7 billion yuan, down 22.7% year-over-year [1]. Local Life Segment - The local life segment is projected to grow by 13.0% year-over-year in FY26Q1, supported by a 500 billion yuan subsidy plan for Taobao Flash Sales, which has already led to a record daily order volume of over 80 million [3]. Cloud Business - The cloud business is expected to achieve a revenue growth of 19.8% year-over-year in FY26Q1, with adjusted EBITA growth of 15.7%. The company has launched competitive AI models, enhancing its market position [4]. International Commerce - The international commerce segment is anticipated to grow by 21.9% year-over-year in FY26Q1, with a significant increase in adjusted EBITA by 51.8%, reflecting strong demand in various global markets [4].
马斯克开餐厅,卖汉堡和薯条,套餐售价13美元起;Open AI的5000亿星际之门推进受阻丨Going Global
创业邦· 2025-07-27 09:45
Key Points - Taobao launched a Thai version in Thailand, with a 60% year-on-year increase in new users since its launch [5][6] - TikTok's revenue for 2024 is projected to reach $23 billion, a 42.8% year-on-year growth, making it the fourth largest social app globally [11][12] - Yushutech has officially started its IPO process, aiming to become the first listed company in the field of embodied intelligence in mainland China [14][15] - LABUBU's monthly sales are expected to reach nearly 10 million units, with significant growth in overseas sales anticipated [17][18] - BYD has become the global automotive partner of Inter Milan, providing around 70 electric vehicles to the club [24] - Yingshi Innovation is entering the drone market, planning to launch its own drone brand [26] - Xpeng Motors has officially launched its first overseas manufacturing base in Indonesia [28] - The overseas online literature market is expected to exceed 5 billion yuan in 2024, with a significant increase in overseas authors [31] - OpenAI is set to launch GPT-5, with plans for various versions and a significant increase in GPU usage [32][40] - Uber has launched an official WeChat mini-program to facilitate overseas travel for Chinese tourists [35] Taobao Expansion - Taobao has launched a Thai version, supporting Thai, English, and Chinese languages, with a significant increase in new users [5][6] - The platform's GMV during the recent 618 shopping festival showed robust growth, particularly in women's shoes, which saw over 200% year-on-year growth [6] TikTok Performance - TikTok's revenue is projected to reach $23 billion in 2024, with a 42.8% increase from the previous year [11] - The app's overseas business revenue grew by 63%, accounting for a quarter of ByteDance's total revenue [11][12] Yushutech IPO - Yushutech has initiated its IPO process, aiming to be the first listed company in the embodied intelligence sector in mainland China [14][15] LABUBU Sales - LABUBU's monthly sales are projected to approach 10 million units, with overseas sales expected to surpass domestic sales by 2025 [17][18] BYD Partnership - BYD has signed a three-year strategic partnership with Inter Milan, providing around 70 electric vehicles to the club [24] Drone Market Entry - Yingshi Innovation is planning to enter the drone market with its own brand and evaluate investment opportunities in the sector [26] Xpeng Motors Manufacturing - Xpeng Motors has officially launched its first overseas manufacturing base in Indonesia, marking a significant step in its global expansion [28] Online Literature Market - The overseas online literature market is projected to exceed 5 billion yuan in 2024, with a notable increase in the number of overseas authors [31] OpenAI Developments - OpenAI is preparing to launch GPT-5, with plans for various versions and a significant increase in GPU usage [32][40] Uber WeChat Mini-Program - Uber has launched an official WeChat mini-program to facilitate overseas travel for Chinese tourists, enhancing user experience [35]
自动驾驶企业“Momenta”布局智能重卡;亚马逊云科技回应解散上海AI研究院|未来商业早参
Mei Ri Jing Ji Xin Wen· 2025-07-23 23:20
Group 1 - Othaim, the largest supermarket chain in Saudi Arabia, has joined Alibaba's cross-border e-commerce platform AliExpress to offer "hourly delivery" services, starting in Riyadh and expanding to other regions [1] - This partnership represents an innovative practice of integrating cross-border e-commerce with instant retail, addressing consumer demand for timely delivery and filling a market gap [1] - AliExpress aims to enhance its market share in the Middle East e-commerce sector through this differentiated service, potentially setting a precedent for other platforms to explore more localized service models [1] Group 2 - Momenta, an autonomous driving company, has led a 500 million yuan Series A funding round for electric heavy truck manufacturer Zero One Automotive, with participation from several venture capital firms [2] - The funding will be used for the mass production of a new generation of forward-looking research and development platforms and the scaling of autonomous truck deployment [2] - Zero One Automotive has already delivered over 700 intelligent heavy trucks, and with the new funding and technology, it aims to achieve L4 level autonomous driving in semi-closed scenarios, which could give it a competitive edge [2] Group 3 - Amazon Web Services (AWS) has officially dissolved its Shanghai AI research institute, marking the closure of its last overseas research facility [3] - The decision was made after a thorough evaluation of the company's organization, development priorities, and future strategic direction, focusing on resource optimization and innovation for customers [3] - The dissolution reflects broader industry trends, including rising costs of overseas R&D and increasing competition from local tech companies, prompting Amazon to streamline its operations and concentrate on core business areas [3]
TikTok否认推美版应用;速卖通英国站上线小时达丨出海周报
Group 1: Trade Policies - President Trump announced a 30% tariff on goods imported from the EU and Mexico starting August 1, citing Mexico's failure to curb fentanyl and insufficient cooperation on illegal immigration, as well as the EU's trade barriers leading to a significant trade deficit for the US [1] - Trump plans to impose a uniform tariff of 15% or 20% on nearly all remaining trade partners, with specific tariffs on copper imports set at 50% starting August 1 [2] Group 2: Manufacturing and Trade Support - China's manufacturing sector has maintained its position as the world's largest for 15 consecutive years, with annual manufacturing value added exceeding 30 trillion yuan [3] - The Export-Import Bank of China has provided over 610 billion yuan in loans to foreign trade enterprises in the first half of the year, with a nearly 20% year-on-year increase in loans to small and micro foreign trade enterprises [4] Group 3: Electric Vehicles - In June, China exported 205,000 new energy vehicles, marking a 3.6% month-on-month decrease but a 140% year-on-year increase, with passenger vehicle exports at 197,000 and commercial vehicle exports at 8,000 [5] Group 4: E-commerce Developments - Alibaba's AliExpress launched an "hourly delivery" service in the UK, allowing consumers in Greater London to receive various products quickly [8] - Rakuten announced a $500 million acquisition of B2BTrade, enhancing its presence in the Asian e-commerce market [10] - Tea brand Chayan Yuesheng is expanding into the North American market through e-commerce, launching nearly 40 products across various platforms [11]
撒钱40亿美元,亚马逊准备对抗沃尔玛;微软退出巴基斯坦,结束25年南亚市场布局丨Going Global
创业邦· 2025-07-13 11:20
Core Viewpoint - The article highlights significant developments in the global expansion of various companies, focusing on their strategies, market entries, and financial activities in the international arena [2]. Group 1: Major Events in Global Expansion - SHEIN has submitted a draft prospectus for an IPO to the Hong Kong Stock Exchange, shifting focus from London after prolonged efforts to list there [5]. - Temu plans to enter the European food market, establishing local teams in Germany and expanding to Switzerland and Austria, aiming for 80% of sales to come from local sellers using regional warehouses [7]. - TikTok denied reports of developing a U.S.-specific app and refuted claims regarding the sale of its U.S. operations to Oracle [10][12]. - JD Global Sales launched a semi-managed model targeting nine countries, including the U.S. and the U.K., to enhance its overseas operations [18][19]. - The tea brand Cha Yan Yue Se is entering the North American market, focusing on selling snacks and tea-related products rather than tea itself due to regulatory challenges [21]. - Alibaba's Amap launched a multilingual map service for overseas users, adding 14 languages to cater to the growing number of foreign tourists visiting China [23]. Group 2: International Trade and Tariffs - President Trump announced plans to impose tariffs of up to 50% on products from eight countries, including Brazil and the Philippines, starting August 1, 2025 [29][30]. - The U.S. government is considering new tariffs on pharmaceuticals and semiconductors, potentially reaching 200% for foreign-made drugs [30]. Group 3: Corporate Acquisitions and Investments - Rakuten announced a $500 million acquisition of the Asian B2B e-commerce platform B2B Trade, aiming to strengthen its position in the Asian market [46]. - Samsung Electronics signed an agreement to acquire the U.S. healthcare platform Xealth, marking a strategic move into mobile healthcare services [50]. - Indian e-commerce platform Meesho submitted an IPO application to raise approximately $5 million, with a revenue growth of 33% year-on-year [51]. - Bazaar Technologies acquired payment platform Keenu, marking a significant integration of e-commerce and payment systems in Pakistan [43]. - Jumbotail, an Indian B2B e-commerce platform, raised $120 million in a Series D funding round, bringing its total funding to $263 million [53].
中国公司全球化周报|消息称智谱同时推进香港和A股IPO/Manus总部迁至新加坡,清空国内多平台账号
3 6 Ke· 2025-07-13 04:03
Company Developments - Zhiyuan is preparing for IPOs in both Hong Kong and A-shares, with a higher probability for A-share listing due to recent strategic financing of 1 billion yuan from state-owned enterprises [2] - AliExpress has launched a "same-day delivery" service in the UK, partnering with local delivery platform HungryPanda, and has expanded local partnerships in Australia, Brazil, and the Middle East since last year [2] - Manus has laid off part of its domestic workforce and relocated core technical staff to its Singapore headquarters, with its website indicating "not available in your region" [2] - Tea Yan Yue Se has officially announced its retail business expansion into North America through e-commerce platforms, launching nearly 40 products [4][5] - Pony.ai has started road testing its Robotaxi service in Luxembourg in collaboration with local transportation company Emile Weber [5] Macro Policies & Industry Trends - U.S. President Trump plans to impose a unified tariff of 15% or 20% on countries that have not yet received tariff notifications, with a 50% tariff on copper imports starting August 1 [6] - A-share companies are increasingly globalizing, with over 60 overseas investment and acquisition cases reported in the first half of 2025, particularly in electronics, automotive parts, and machinery [6] - Hong Kong's IPO market is thriving, with a 20% increase in the Hang Seng Index in the first half of 2025 and 42 IPOs raising over 107 billion HKD, marking a 22% increase from the previous year [6] - The Export-Import Bank of China has issued over 610 billion yuan in loans to support foreign trade enterprises in the first half of the year, with a nearly 20% increase in loans to small and micro foreign trade enterprises [7] Investment & Financing - Star Era has completed a 500 million yuan Series A financing round, with significant growth in overseas market orders, now accounting for 50% of total orders [8] - Itstone Technology has raised 122 million USD in a financing round led by Meituan, focusing on developing a full-stack technology system [8] - Shuwen Biotech has completed nearly 100 million yuan in Series C1 financing to accelerate the market promotion of its diagnostic products [8] - Silicon-based Intelligence has completed several billion yuan in Series D financing to enhance R&D and market application of its AIGC digital human technology [8]