每年"黑色星期五"都是欧美消费者最重要的购物狂欢节之一，也是亚马逊全年最关键的销售战役和核心主场，但今年这一局面被打破。 双11前，亚马逊"五大类目王"集体将速卖通海外仓的备货量翻倍，其中不乏"骑行王"洛克兄弟、"沙发王"COMHOMA、"车载冰箱王"冰虎以及智能清洁知名 品牌ILIFE等。 数据显示，海外双11期间，至少200个品牌在速卖通达成超亚马逊日均2倍的销售额。 本文系观察者网独家稿件，未经授权，不得转载。 业内人士指出，作为电商"出海四小龙"中唯一能在品牌出海赛道与亚马逊正面竞争的平台，"黑五"在欧洲实现下载量反超，标志着速卖通开始向亚马逊的核 心主场发起挑战。 据悉，2025年，速卖通升级了"超级品牌出海计划"，并推出了"Brand+"专属频道，吸引亚马逊头部品牌开始流向速卖通。 据知名应用分析平台Sensor Tower数据，2025年"黑五"开卖首日（11月20日），阿里巴巴旗下跨境电商平台速卖通AliExpress在欧洲下载量超过亚马逊。 ...

此外，海外消费者也正积极参与双11。双11期间，淘宝境外日下单用户数（DAC）实现双位数增长； 其中9个重点市场，日下单用户数同比增幅更超过20%。 今年双11，淘宝首次在全球20个国家和地区同步启动大促，并以中、英、俄、泰、马来五种语言服务全 球消费者。双11全周期，淘宝在新加坡、马来西亚、澳大利亚、日本等十多个境外市场实现GMV强劲 增长。 数据显示，双11期间，蕉内、亚朵星球、可复美、珀莱雅等数十个品牌境外成交额破千万。淘宝此前曾 面向商家推出"出海增长计划"，超过20万签约商家成交额实现翻倍增长。 双11当天，澳大利亚与新加坡英文用户成交都创下了历史新高；在通用俄语的哈萨克斯坦，30%的新增 购买用户通过俄语界面完成下单。双11期间，泰国新用户同比去年也增长了两倍以上。 淘宝出海总经理叶剑秋表示，双11一直是中国电商行业最重要的"风向标"，作为首个全球化的双11，今 年淘宝在境外市场实现了人群本地化、供给多元化、履约全球化的协同。"淘宝的出海进程将继续加 速，为中国商家开辟增量蓝海。" 其中，阿里国际站是国内最大的B2B出海平台，近年来持续加大对欧洲市场的投入。在近期举行的欧洲 最大的中小企业峰会Co ...

Core Insights - AliExpress, a cross-border e-commerce platform under Alibaba, has seen a remarkable 181% month-on-month increase in downloads in the Japanese app market, surpassing local competitors and securing the top position in the download growth ranking for this year [1][2]. Market Performance - The report by Sensor Tower highlights that AliExpress has outperformed several local e-commerce platforms in Japan, indicating a strong market presence [1][2]. - The platform's local recruitment initiative, launched in August, has attracted well-known domestic brands such as UWANT and ILIFE, as well as local Japanese brands like CICIBELLA, by offering zero-cost entry policies [2]. Logistics and Fulfillment - AliExpress is continuously optimizing its logistics in Japan, offering free shipping on local products with delivery times as fast as three days [2]. Marketing and Promotions - In mid-October, AliExpress sponsored the Utsunomiya Japan Cup, the largest international road cycling event in Japan, which has sparked a new shopping trend for cycling gear [3]. - The platform is set to kick off its Double 11 and Black Friday promotions on November 8, with the official sale starting on November 11 [3]. - A Super Brand Program was launched in September, aiming to help brands achieve higher sales at half the cost of Amazon, with ten brands already exceeding one million USD in global sales on AliExpress within just two weeks of October [3].

Core Insights - In 2025, the top three e-commerce platforms by global traffic will be Amazon, Temu, and AliExpress [1] Summary by Category - **Traffic Rankings**: Amazon leads with a monthly average traffic of 2.7 billion visits, followed by Temu and AliExpress [1]

Group 1 - The core point of the article is that Alibaba's cross-border e-commerce platform AliExpress has launched a new marketing AI Agent called "New Product Lightning Push," which automates resource integration and decision-making for merchants to achieve quick sales [1] - The New Product Lightning Push Agent was fully launched in July this year, and the number of new products achieving sales within 7 days has doubled compared to April [1]

Core Insights - AliExpress, a cross-border e-commerce platform under Alibaba, has seen a 100% increase in sales of domestic beauty products over the past year, with significant growth in Europe, Mexico, Brazil, and Japan [1] Group 1: Business Strategy - The platform has launched a comprehensive solution for beauty product exports, leveraging precise influencer resources to attract over 20 well-known domestic beauty brands, including Ru Yi, Ju Duo, Hua Zhi Xiao, Fan Xi, and Jiao Se [1] - Since last year, AliExpress has been focusing on brand business, initiating a 10 billion yuan subsidy plan for brands going abroad [1] - The platform aims to assist 1,000 new brands in achieving over 1 million USD in sales this year, collaborating with notable tech brands like Yushu Technology, Anker Innovation, and Rokid, as well as popular toy brand Pop Mart [1]

Core Insights - Alibaba International has officially opened its recruitment channel for the 2026 autumn intake, aiming to hire around 1,000 graduates globally, with 80% of the positions related to AI [1] Group 1: Recruitment and Job Opportunities - The recruitment will cover various roles including algorithms, engineering, product, operations, design, and logistics across Alibaba International's subsidiaries such as AliExpress, Alibaba International Station, AI Business, and Accio [1] - The recruitment locations include Hangzhou, Beijing, Guangzhou, Shenzhen, Hong Kong, and Sunnyvale, USA [1] - Starting from September, Alibaba International will conduct campus presentations at key universities both domestically and internationally [1] Group 2: AI Focus and Business Strategy - Alibaba International has been committed to AI-driven strategies since its inception, exploring AI and international expansion comprehensively [1] - The company has launched the world's first AI-native application in the foreign trade sector, Accio, and has transformed its e-commerce platforms like AliExpress, Lazada, and Daraz through AI and Agent technologies, resulting in a hundredfold increase in usage [1]

Group 1: E-commerce and Market Trends - AliExpress has become the second-largest e-commerce platform in Saudi Arabia, with the country's e-commerce market reaching 500 billion Saudi Riyals (approximately 133.3 billion USD) [1] Group 2: Automotive Industry Developments - Li Auto's CEO, Li Xiang, referred to the Li MEGA incident as the largest smear campaign in automotive history, while the Li MEGA has achieved over 500,000 sales, making it the best-selling MPV and the top-selling electric vehicle over 500,000 RMB [2][12] - Li Auto officially launched the family-oriented six-seat electric SUV, the Li i8, with prices set at 321,800 RMB, 349,800 RMB, and 369,800 RMB for the Pro, Max, and Ultra versions, respectively, with deliveries starting on August 20, 2025 [13] Group 3: Technology and Innovation - OpenAI launched the ChatGPT Study learning mode, designed for the education sector, providing interactive prompts and personalized guidance, functioning as a 24/7 intelligent tutor [11] - LG Energy Solution signed a $4.3 billion contract with Tesla to supply lithium iron phosphate (LFP) batteries for energy storage systems, with production to occur at LG's U.S. facility [7][14] Group 4: Food and Beverage Industry - JD.com reported over 66,000 applications for its "Dish Partner" recruitment initiative for its Seven Fresh Kitchen, with daily orders exceeding 1,000 and a three-day repurchase rate 220% above average [9][10] Group 5: Cultural and Sports Initiatives - The Hunan Provincial Sports Bureau announced the "Xiang Super League" for youth football, scheduled from September to December 2025, aimed at promoting local talent and enhancing cultural and economic development [3][4] Group 6: Immigration Policies - China has implemented unilateral visa exemptions or comprehensive mutual visa exemptions for 75 countries, expanding transit visa-free countries to 55 and increasing entry ports to 60, with a unified stay duration of 240 hours [5][6] Group 7: Strategic Partnerships - Giant Legend and Hangzhou Yushu Technology signed a cooperation agreement to develop consumer-grade robots with strong IP attributes, focusing on four-legged robotic dogs and other social robots [8] - Elon Musk discussed a partnership with Samsung Electronics' chairman, confirming a $16.5 billion chip manufacturing agreement for Tesla's next-generation AI6 chip [14]

Group 1 - Zhejiang's established garden tool giants are likely to remain competitive due to their conscious technological transformation and channel advantages [2] - Midjourney's success is attributed to its mastery of cash flow business principles, showcasing a unique and aggressive approach [3] - The choice to go overseas should be approached with a focus on authenticity and quality, rather than merely as an investment logic [4] Group 2 - TikTok's revenue is projected to reach $23 billion in 2024, marking a 42.8% year-on-year growth and becoming the fourth largest social app globally [6][7] - AliExpress has become the second largest e-commerce platform in Saudi Arabia, reflecting the rapid growth of the region's e-commerce market, which is valued at approximately $13.33 billion [7] - Pop Mart is suing 7-Eleven in the U.S. for selling counterfeit LABUBU toys, highlighting issues of brand protection in international markets [7] Group 3 - The humanoid robot sector is experiencing a positive shift, with domestic and international players making significant progress, indicating a move towards commercialization [8] - Vietnam anticipates a potential export decline of up to one-third due to proposed U.S. tariffs, which could impact key industries significantly [8] - Yiwu's import and export value reached 405.83 billion yuan in the first half of the year, reflecting a 25% year-on-year increase [8] Group 4 - AMD's CEO stated that chips produced at TSMC's Arizona facility will cost 5% to 20% more than those made in Taiwan, indicating challenges in U.S. semiconductor manufacturing [9] - Neuralink aims to achieve an annual revenue of $1 billion by 2031 through the implantation of brain-machine interface chips [9]

Core Insights - AliExpress has become the second most visited e-commerce platform in Saudi Arabia, highlighting its growing influence in the region [1] - The e-commerce market in Saudi Arabia has experienced rapid growth, reaching a market size of 500 billion Saudi Riyals (approximately 133.3 billion USD) [1] - The recent signing of prominent Saudi football stars Salem Al-Dawsari and Firas Al-Buraikan as brand ambassadors further strengthens AliExpress's market presence [1] - The entry of Othaim Markets, the largest supermarket chain in Saudi Arabia, onto the AliExpress platform enhances its market impact in the Middle East [1]