Group 1: Company News - Kingsoft Cloud (KC.US) officially launched the Kingsoft Government AI Integrated Machine, marking a significant breakthrough in the "AI + government office" application field, providing clients in the government sector with "out-of-the-box" intelligent document writing model applications [5] - Mercedes-Benz India reported a 10% year-on-year increase in retail sales for April to June, reaching a record high of 4,238 vehicles, driven by a 20% increase in high-end vehicle sales and a 157% increase in electric vehicle sales, which now account for 8% of total sales [6] - XPeng Motors (09868/XPEV) announced the grant of 910,000 restricted stock units to 44 employees under the 2025 stock incentive plan, with no need for shareholder approval, and the granted units must comply with the terms of the incentive plan and agreements with the recipients [8] Group 2: Industry News - Alibaba has launched instant retail services such as "hourly delivery" in Australia, Brazil, the Middle East, and the UK, primarily through its cross-border e-commerce platform AliExpress, collaborating with local platforms [7]

Core Insights - Alibaba's cross-border e-commerce platform AliExpress has launched a "one-hour delivery" service in the UK starting this month [1] Group 1 - The new delivery service aims to enhance customer experience and competitiveness in the UK market [1]

Group 1 - Doubao-Seed-1.6 model was officially launched, supporting 256k long context, with a daily average token usage of 16.4 trillion by the end of May [1] - The launch reflects the extensive application of Doubao in a competitive large model industry, necessitating continuous performance optimization and innovation in multimodal fields [1] Group 2 - Qianxun launched a mini-program named "Qianxun Super Member," which sparked speculation about its connection to the return of influencer Viya, but the company denied any such link [2] - The mini-program aims to promote consumption and serve merchants while adhering to national laws and regulations, indicating a shift in the live e-commerce industry towards private domain operations [2] Group 3 - AliExpress, a cross-border e-commerce platform under Alibaba, launched a car sales business, initially offering Chinese electric vehicles during the overseas "618" shopping festival [3] - This move is seen as a strategic expansion into vehicle sales, leveraging its existing user base in auto parts, but faces challenges related to after-sales and logistics [3] Group 4 - 3D model company VAST secured tens of millions of dollars in Pre-A+ round financing, led by Beijing AI Industry Investment Fund, with previous investors including various venture capital firms [4] - VAST launched the world's first AI-driven one-stop 3D workspace, Tripo Studio, and is set to introduce a new algorithm, Tripo 3.0, enhancing its competitive edge in the 3D modeling market [4]

阿里旗下跨境电商平台速卖通AliExpress上线卖车业务，海外618期间在中东率先开售。目前上架的车辆 包括比亚迪（002594）元、吉利星愿、小米SU7、理想L7、小鹏G9等。(科创板日报) ...

跨境电商上线卖车业务：中东地区开售中国电动车 订阅新能源汽车动态 +订阅 金十数据6月11日讯，阿里旗下跨境电商平台速卖通AliExpress上线卖车业务，海外618期间在中东率先 开售。速卖通店铺页面显示，目前上架的车辆以中国新能源车为主，包括比亚迪元、吉利星愿、小米 SU7、理想L7、小鹏G9等热门车型，不少都已加入速卖通百亿补贴品牌出海。据悉，这是"出海四小 龙"里首个卖车的平台。"卖车"并非一时兴起。事实上，汽车配件一直是速卖通的强势类目，且保持高 速增长，积累了庞大的全球汽车用户，有"整车出海"的天然用户基础。而另一方面，中国汽车出口势头 迅猛，在新能源和智能网联等技术领域也不断突破。 （国是直通车） ...

Group 1: Ozon Platform Changes - Ozon platform announced an increase in sales commissions and new logistics tariffs effective June 13, 2025, with basic delivery fees for goods of 1 liter or less rising from 43 rubles to 46 rubles [3] - In the FBS category, the unified price for goods of 1 liter or less increased from 76 rubles to 80 rubles, while the sales commission for FBS categories increased by 3-4.5% and for FBO by 4.5% [3] - Sellers in clothing, footwear, and accessories can maintain a commission rate of 13% until the end of 2025 if they submit bids by June 24 [3] Group 2: Allegro Platform Updates - Allegro platform optimized its shipping scoring mechanism starting June 4, adding "expected delivery time" as a scoring criterion, benefiting international orders and delayed scanned packages [4] - The scoring threshold remains unchanged, but the new dimension allows sellers to achieve higher scores more easily [4] Group 3: Shenzhen Cross-Border E-Commerce Initiatives - Shenzhen's municipal government issued a plan to accelerate the development of digital trade, including the establishment of a high-standard cross-border e-commerce comprehensive pilot zone [4] - The plan encourages traditional manufacturing enterprises to leverage e-commerce platforms to expand M2C models and develop new business formats [4] Group 4: TikTok Shop Japan Registration - TikTok Shop Japan opened a self-registration channel for cross-border POP stores, limited to overseas warehouse shipping merchants, while cross-border direct mail merchants require an invitation [5] - The logistics model supports either cross-border direct mail or overseas warehouse shipping, but not both simultaneously [5] Group 5: Shopify Shop Application Enhancements - Shopify announced that starting June 23, customers can view and purchase subscription products directly in the Shop app, with updated features for managing subscriptions [6] - The app now supports displaying variant options based on color and text, enhancing product visibility [6] Group 6: Shopee Policy Adjustments - Shopee announced that starting July 21, 2025, the shipping days for non-long-stock orders will be adjusted to one working day, with a two-month adaptation period [7][8] - The platform aims to optimize transaction efficiency and assist sellers in adjusting their operational models [8] Group 7: Coupang's New Features - Coupang launched a new "automatic bundling feature" for its local rocket warehouse, allowing merchants to sell multiple identical items together, enhancing sales efficiency [9] - The feature automatically activates for eligible products and supports flexible management through the WING backend [9] Group 8: Shopee Singapore Advertising Regulations - Shopee Singapore announced new advertising verification requirements starting June 2025 to comply with the Online Criminal Harms Act, aimed at preventing fraud and enhancing advertising transparency [10] Group 9: AliExpress Business Upgrade - AliExpress upgraded its Business service, introducing a "one-click distribution" feature to help merchants reach potential consumers across various platforms like TikTok and Instagram [11] Group 10: eBay Offers Dashboard - eBay will launch a new "Offers Dashboard" in Seller Hub by the end of June, providing sellers with a centralized platform to manage and track offers [12] - The dashboard will display key performance indicators, allowing sellers to efficiently manage their offers [12] Group 11: Shopee Taiwan Scoring System Changes - Shopee Taiwan will adjust its seller scoring system starting July 1, 2025, penalizing sellers for not shipping packages after scanning shipping labels [13] - Serious violations may lead to shop suspension [13]

每经记者｜王郁彪 每经编辑｜张海妮 丨 2025年6月5日 星期四 丨 NO.1 顺丰航空与阿提哈德航空签署货运联营协议 6月4日消息，顺丰航空与阿提哈德航空近日在德国慕尼黑签署货运联营协议，旨在提升双方的货运能 力、拓展网络运力。根据协议，顺丰航空与阿提哈德航空将基于"运能中性"原则打造一个无缝衔接的共 享网络，携手拓展关键航线的连通性与运力，提升联营合作的运营效率与服务质量等。 点评：顺丰航空与阿提哈德航空的合作是其国际化战略布局的重要一步。通过共享网络和协同运营，双 方一定程度上能够降低运营成本，还能提升市场竞争力，更好地应对全球物流市场的变化。 NO.2 阿里速卖通波兰站开放本地商家入驻 6月4日消息，阿里旗下跨境电商平台速卖通AliExpress近日向波兰本地商家开放。据波兰本地华商透 露，过去一年，速卖通已吸引了波兰一批知名企业入驻，此次全面开放是为了扩大速卖通本地业务发 展。本次速卖通重点招商类目包含3C数码、家用电器、运动娱乐、汽摩配件等。 点评：预约量突破40万台，显示出消费者对新一代游戏主机的高度关注和期待。游戏主机市场竞争激 烈，任天堂通过Switch 2的性能升级和创新功能，或能进一步 ...

华尔街见闻获悉，继德国之后，阿里旗下跨境电商平台速卖通AliExpress也向波兰本地商家开放。据波 兰本地华商透露：事实上过去一年，速卖通已吸引了波兰一批知名企业入驻，此次全面开放是为了扩大 速卖通本地业务发展。 ...

中经记者李立上海报道 5月12日，中美经贸高层会谈取得实质性进展，大幅降低双边关税水平。5月12日当晚上海威迩达遮阳设 备有限公司总经理丁林锋就收到了美国客户货值10万美元的订单；同样突然被大单"砸中"的还有义乌市 璟文进出口有限公司总经理吴庆芬，一个美国老买家直接爽快下单了30万双袜子。 关税从145%降到30%，让美国买家囤货潮迅速涌现。《中国经营报》记者从阿里国际站了解到，5月14 日美国对华关税调整正式生效当天，阿里国际站就紧急上线了一个美国专场。眼下正在抓紧筹备针对美 国市场的6月大促，快速上线"外贸6·18"。 借势中美经贸协议后的90天窗口期，"6·18"正式出海。 美国"爆单" 此前关税风波暂时压抑的需求，有望在6月集中爆发。 阿里国际站紧急上线"美国专场"，迅速感受到强劲的需求。据商家们反馈的消息看，不少美国买家基本 遵循"不讲价、只求快"原则，期望在90天内可以为下一个周期尽量多囤货，有些美国买家甚至已经开始 为圣诞季"未雨绸缪"囤货了。 阿里国际站的数据显示，美国专场大促首日，各个行业订单量就开始飙升，同比增速达到双位数，环比 增速更是超过三位数。 订单数据显示，服装及配饰、珠宝眼镜手表 ...