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美股异动|亚马逊股价重挫近5% 涉税合规挑战引市场关注
Xin Lang Cai Jing· 2025-10-10 23:13
与此同时,亚马逊的低价商城Haul已经发布了要求卖家完善涉税信息的通知。Haul与承运商之间的信息 流转相对独立于亚马逊主平台,这一事实提醒卖家关注平台间的政策差异。然而,这些措施都在预示着 行业潜规则的终结,尤其是无税号和无申报的操作方式将难以为继。 新的涉税规定不仅为平台的涉税监管提供了明确的政策依据,同时也推进了跨境电商的合规化进程。然 而,卖家需要意识到的是,合规经营的要求将对部分运作不规范的卖家带来新的挑战。他们需要在税务 管理上进行调整,以避免可能的税务惩罚。 对于投资者来说,尽管亚马逊目前正面对诸多不确定因素,但其在全球市场的影响力和适应市场变化的 能力不容小觑。建议投资者保持观望,同时关注亚马逊在税务合规及全球扩张战略上的最新进展。 10月10日,亚马逊(AMZN)的股价重挫4.99%,盘中股价更是一度跌至自2025年8月以来的新低。这 样的表现引发了市场的广泛关注。 近期,亚马逊在应对《互联网平台企业涉税信息报送规定》方面的动态备受瞩目。尽管速卖通和Shopee 等跨境电商平台已经相继发布涉税信息报送的通知,亚马逊的动向却显得尤为重要。目前有消息称,亚 马逊的涉税备案工作已覆盖20个海外站点 ...
亚马逊打压跨境电商?Temu被阻止以更低价销售商品
Feng Huang Wang· 2025-07-28 04:36
Core Viewpoint - Temu, a cross-border e-commerce platform under Pinduoduo, faces challenges in collaborating with U.S. suppliers due to Amazon's dominant position in the e-commerce market [1][2]. Group 1: Pricing and Competition - U.S. sellers have informed Temu that the prices of brand products on its platform cannot be lower than those on Amazon, requiring substantial differentiation for lower pricing [1]. - Amazon exerts significant pricing power, actively lowering product prices and setting price floors for most items, making it difficult for smaller competitors like Temu to match [2]. - Temu has attempted to incentivize sellers with lower fees to list products on its platform, but sellers warn that Amazon will match any lower prices [2]. Group 2: Market Dynamics - Amazon's extensive sales network means many businesses rely on it for a significant portion of their sales, making price reductions on Temu potentially detrimental to their revenue [3]. - Amazon maintains that its selling partners can independently decide on inventory, product selection, and pricing strategies, while suppliers may bear the profit loss from Amazon's price reductions [3]. - Temu's strategy to achieve low prices includes emulating discount retailers by focusing on returned and discounted products, suggesting that competing in the premium product space may require selling non-branded items or offering significant discounts [3].
US Cards and Payments Market Opportunities and Risks Analysis Report 2025 | Amazon and TikTok Boost Ecommerce with New Platforms in the US
GlobeNewswire News Room· 2025-07-22 08:03
Core Insights - The report titled "US Cards and Payments: Opportunities and Risks to 2029" provides a comprehensive analysis of the US cards and payments industry, focusing on market trends, performance indicators, and competitive landscape [1][5]. Market Overview - The US cards and payments industry is characterized by a highly developed ecommerce market, second only to China, with significant growth opportunities driven by innovations such as mobile-only ecommerce platforms and livestream ecommerce [7]. - As of 2023, 33% of Americans used digital wallets, an increase from 25% in 2022, indicating a growing acceptance and usage of digital payment methods [7]. Payment Instruments - The report includes detailed insights into various payment instruments such as debit, credit, and charge cards, as well as alternative payment methods [5][7]. - It highlights the increasing use of banking mobile apps, with 40% of consumers utilizing them in the last 12 months, up from 37% in 2022 [7]. Competitive Landscape - The report analyzes the competitive landscape of the US cards and payments industry, detailing market shares of issuers and schemes, and strategies adopted by banks and institutions to market their card products [2][3][5]. Regulatory Environment - The report covers regulatory policies and recent changes in the regulatory structure affecting the US cards and payments industry, which are crucial for understanding market dynamics [3][5]. Consumer Behavior - Insights into consumer attitudes and buying preferences for cards are provided, with a notable trend among Generation Z and millennials favoring mobile payments [7]. Payment Innovations - The report discusses innovations in payment technologies, including Mastercard's open banking tool, Connect Plus, which is expected to enhance secure financial data sharing [7]. Ecommerce Payments - The analysis includes a focus on ecommerce payments, reflecting the growing trend of online shopping and the integration of payment solutions within ecommerce platforms [5][7]. Future Projections - The report provides current and forecast values for each market segment within the US cards and payments industry, indicating a positive growth trajectory [5][7].
海外电商大乱斗:亚马逊卷低价,速卖通挑战高价带
创业邦· 2025-04-23 03:20
Core Viewpoint - The article discusses the evolving landscape of cross-border e-commerce platforms from China, highlighting the competitive dynamics among major players like Amazon, Temu, and Shein, particularly in the context of pricing strategies and market positioning [3][4][15]. Group 1: Competitive Landscape - The emergence of Amazon's low-price store, Haul, is a direct response to the competitive threat posed by Temu and Shein, which have gained significant traction in the U.S. market [4][15]. - Temu has rapidly become a popular choice among consumers, surpassing Walmart and Target in discussions within Amazon, indicating a shift in market focus [15][20]. - The competitive strategies of these platforms are shifting towards a focus on value and pricing, with Temu and Shein emphasizing cost-effectiveness while Amazon attempts to counteract with its own low-price offerings [13][25]. Group 2: Pricing Strategies and Market Changes - The introduction of the $800 small package exemption policy in the U.S. has significantly impacted the cost structure for cross-border e-commerce, leading to increased operational costs for platforms [11][34]. - As of 2024, Temu's global downloads reached 550 million, showcasing its rapid growth and consumer acceptance [20]. - The competitive environment is evolving, with platforms like AliExpress moving towards higher-priced goods, challenging Amazon's traditional pricing model [32][30]. Group 3: Market Expansion and Adaptation - Temu and Shein are expanding their market presence beyond the U.S., targeting Europe and Japan, while also re-entering Southeast Asia [41][42]. - The shift towards semi-managed models by platforms like Temu and Shein allows for the sale of higher-ticket items, indicating a diversification of product offerings [35][38]. - The article suggests that the future of cross-border e-commerce will focus on brand value and profitability rather than solely on low prices, marking a new phase in the competitive landscape [42].
Amazon eyes global expansion for its Temu, Shein competitor
CNBC· 2025-02-28 22:39
Core Insights - Amazon is planning to expand its discount storefront, Haul, into Europe later this year, aiming to compete with platforms like Temu and Shein [1][3] - Job postings indicate a global rollout strategy, with positions for software development engineers and product managers to support launches in various regions, including Mexico [2][5] - Haul, launched in November, offers low-priced products primarily through Amazon's mobile app, with most items priced at $20 or less [3][4] Group 1: Competitive Landscape - The launch of Haul is a direct response to the growing popularity of Temu, Shein, and TikTok Shop, which have attracted U.S. consumers with low prices on various products [4][8] - Haul features ultra-low-priced items, such as $1 eyelash curlers and $2.99 rings, positioning itself similarly to its competitors [4][10] Group 2: Business Strategy - Amazon is enhancing Haul's monetization by introducing sponsored products in search results, contributing to its advertising revenue, which reached $56.2 billion in 2024 [7] - Curated storefronts from lifestyle influencers are being added to Haul, leveraging social media popularity to drive sales [8] Group 3: Operational Challenges - The expansion into Europe may face challenges related to sustainability, as Haul shipments are likely to use plastic packaging, conflicting with Amazon's sustainability goals in the region [6] - The scrutiny over the de minimis rule, which allows duty-free imports under $800, could impact Haul's operations, especially since it relies on goods from China-based sellers [9][10]
亚马逊低价电商体验:精简版 Temu,顾首顾尾
晚点LatePost· 2025-01-21 13:45
低价战火蔓延到海外。 等式的左边,前半截已然成为现实,后半截里,虽然规模还不够大,但拼多多的跨境电商平台 Temu 利用 超低价商品在海外迅猛增长,上线仅两年多就实现了数百亿美元的成交额,这引起了美国电商市场第一名 亚马逊的注意。 2024 年末,入驻 Temu 不到半年的安克突然撤下所有商品,官方店铺也暂时休店,搜索 "Anker" 关键词只 能看到类似的非官方商品。这种情况只持续了大约一周,安克在 Temu 的两个官方品牌店很快恢复营业, 其中只卖翻新品的店铺基本恢复正常,但官方旗舰店重开后,只有少量商品陆续恢复上架,同款价格与亚 马逊持平甚至更贵,销量也大不如前。 市场猜测安克的一系列动作可能是遭遇了亚马逊的 "二选一"。亚马逊说自己未要求卖家独家销售,允许他 们同时在不同网站销售。我们了解到,亚马逊确实没有下明确的指令,但如果平台上的头部商家离开 Temu,亚马逊会给予一定的佣金优惠。 安克是从亚马逊起家的中国头部卖家,去年有一半以上收入来自亚马逊,卖的充电宝、投影仪和耳机都是 典型的标品,价格透明可比,店内有十多款商品月销万件以上。 文丨邱豪 制图丨 黄帧昕 编辑丨管艺雯 拼多多创始团队早年对自己在 ...