许仰天共分享了三点感悟，一是广东完备的产业生态、一流的营商环境，成就了希音的快速成长。希音 与广东的结缘始于对产业生态的深度认同，从番禺的服装工厂，到白云的物流枢纽，再到遍布全省的跨 境电商生态，构成了希音"小单快反"模式的核心支撑，使其能将设计稿到交付的周期压缩至2-3周。 谈及企业快速成长的密码，许仰天将其归结于广东完备的产业生态和"无事不扰、有求必应"的营商环 境。许仰天说："如今，希音在广东的合作供应商近万家，带动省内就业超60万人，广东成为我们名副 其实的发展沃土。" 二是制造业与服务业的深度融合，成就了希音的全球商业版图。希音依托跨境电商新业态，以数字化为 纽带，将用户需求洞察、供应链响应、全球服务网络嵌入制造全链条，不断探索制造业与服务业融合发 展新路径。 三是SHEIN将践行链主企业的社会责任，全力服务广东制造业高质量出海。 2月24日，2026广东省高质量发展大会上，跨境快时尚电商巨头SHEIN希音创始人兼董事长许仰天出现 在广东省高质量发展大会现场，并作为企业代表发言。 他表示，希音自2014年落户广州，保持高速增长，2025年平台出口额已超千亿元。他还公布SHEIN计划 未来三年在广东投 ...

每经编辑｜程鹏 2月24日，2026广东省高质量发展大会上，跨境快时尚电商巨头SHEIN希音创始人兼董事长许仰天出现在广东省高质量发展大会现场，并作为企业代表发 言。 他表示，希音自2014年落户广州，保持高速增长，2025年平台出口额已超千亿元。他还公布SHEIN计划未来三年在广东投入超过100亿元建设智慧供应 链。 许仰天在讲话中透露，SHEIN业务覆盖160多个国家和地区，已成长为全球三大时尚零售商之一。此前，胡润研究院发布的《2025全球独角兽榜》显示， SHEIN以3650亿元估值位列全球第九。 许仰天共分享了三点感悟，一是广东完备的产业生态、一流的营商环境，成就了希音的快速成长。希音与广东的结缘始于对产业生态的深度认同，从番禺 的服装工厂，到白云的物流枢纽，再到遍布全省的跨境电商生态，构成了希音"小单快反"模式的核心支撑，使其能将设计稿到交付的周期压缩至2-3周。 谈及企业快速成长的密码，许仰天将其归结于广东完备的产业生态和"无事不扰、有求必应"的营商环境。许仰天说："如今，希音在广东的合作供应商近 万家，带动省内就业超60万人，广东成为我们名副其实的发展沃土。" 二是制造业与服务业的深度融合，成 ...

在2024年的跨交会上，SHEIN与亚马逊、中东平台Fordeal、韩国平台 Coupang、日本平台乐天等行业代 表共同发出"促进跨境电商发展的五项倡议"，呼吁全行业共同努力、不断提升服务质量增强消费者信 任、加快品牌出海、推动技术创新提高行业竞争力、加强行业自律维护市场秩序；深化国际合作，提升 跨境电商的国际影响力，实现资源共享和互利共赢。 如今，这一倡议正取得长足进步。 以SHEIN为例，在国内，作为"链主"企业，在其创新的"小单快反"柔性供应链模式下，持续以技术创 新、培训支持、工厂扩建、供应商社区公益、绿色低碳等"链式"改造，驱动国内传统制造业的数字化、 智能化、绿色化提质升级。数据显示，自2023年上半年推出"五年5亿元"供应商赋能计划，两年来 SHEIN已帮助服装工厂实现了数十万平方米的厂房、食堂和宿舍等硬件环境升级改造，开展各类业务、 经营培训近1400场，累计投入近3亿元全面提升供应商综合能力。今年上半年，SHEIN投入了近3000万 元用于技术创新和精益化建设，开展培训超250场，同时关爱供应商工人的"聚星光"与"儿童之家"等公 益项目有序进行。 自2023年正式宣布推出平台模式以来，SH ...

Core Viewpoint - Guangzhou's foreign trade import and export value reached 1.02 trillion yuan in the first ten months of this year, marking a historical high and a year-on-year increase of 12.1%, with exports growing by 20.5%, leading among major foreign trade cities in China and Guangdong province [1] Group 1: Cross-Border E-Commerce Growth - Cross-border e-commerce has become a significant engine for China's foreign trade transformation and upgrading, with Guangzhou promoting itself as a "cross-border e-commerce city" through collaborations with companies like SHEIN, Amazon, and AliExpress [1] - The city has maintained double-digit growth in cross-border e-commerce imports and exports, driven by various industry activities [1] Group 2: SHEIN's Role and Initiatives - SHEIN is enhancing industry and international cooperation while empowering domestic supply chains and leading industrial upgrades, exemplified by its "SHEIN Xcelerator" brand incubation program and a service open platform for global developers [1][10] - The company has invested over 15 billion yuan in building a smart supply chain system centered in Guangzhou, covering surrounding cities [4] Group 3: Supplier Empowerment and Training - SHEIN's "Five-Year 500 Million Yuan" supplier empowerment plan has led to significant upgrades in factory environments and extensive training programs, with nearly 1,400 training sessions conducted [3] - The company has invested approximately 300 million yuan in technological innovation and lean construction in the first half of 2023 [3] Group 4: Global Brand Collaborations - Numerous global brands, including Funko and The Children's Place, have joined the SHEIN platform, attracted by its extensive reach and influence among young consumers [7] - French fashion brand Pimkie and British footwear brand Clarks are among those collaborating with SHEIN to enhance their market presence and sales through tailored services [8] Group 5: SHEIN's Open Platform and Ecosystem - SHEIN's service open platform aims to provide digital value-added services to sellers, with over 3,000 independent software partners in discussions for collaboration [10] - The platform supports sellers and brands in achieving high-quality, sustainable development in global markets, fostering a harmonious global industrial chain ecosystem [10]

Core Insights - The article highlights significant developments in the global expansion of various companies, focusing on their strategies, market performance, and regulatory challenges. Group 1: Company Developments - SHEIN responded to allegations of tax evasion in the UK, asserting compliance with local laws and reporting a global sales figure of $38 billion in 2024, an 18% increase from the previous year [5][6] - TikTok has initiated a new data center project in Finland to comply with EU regulations, with its monthly active users in Europe surpassing 200 million, a significant increase from 175 million the previous year [8] - Temu reported over 115 million monthly active users in the EU, with Germany and France being key markets, while also implementing price reductions in the US to regain market share after a sales decline [10][11] Group 2: Market Expansion and Investments - Meituan's Keeta is accelerating its entry into the Brazilian market, with plans to invest $1 billion over five years and expand its team to 1,000 employees by year-end [18][22] - Cainiao's CEO announced plans to replicate Chinese supply chain expertise in overseas markets, with a 200% increase in external orders for local express services since April [23][25] - Anta plans to open 1,000 stores in Southeast Asia over the next three years, with a focus on expanding its brand presence in the region [32][34] Group 3: Regulatory and Trade Issues - Nearly half of US companies surveyed are calling for the elimination of tariffs on Chinese goods, citing significant uncertainty in trade relations [37][39] - Mexico plans to impose a 50% tariff on key imports from countries without trade agreements, directly impacting Chinese imports [40][41] Group 4: Financing and IPOs - GIC and SoftBank are considering selling their stakes in Vietnamese fintech company VNLife, which could be valued at over $1 billion [51][52] - Carro, a major Southeast Asian used car platform, is planning to enter the Australian market and pursue a dual listing [53][55] - Lendbuzz has filed for an IPO in the US, reporting a 38% increase in revenue for the first half of 2025 [58]

Key Points - The article highlights significant events in the cross-border e-commerce sector, including partnerships, product launches, and financial performance of various companies [2][3]. Group 1: Major Events - Temu collaborates with Austrian Post to launch a convenient pick-up and delivery service in Central Europe, expanding its market presence [4]. - AliExpress introduces its first AI marketing agent, "New Product Lightning Push," which has doubled the number of new products achieving sales within seven days compared to April [7]. - TikTok Shop plans to launch a global Black Friday and Cyber Monday promotion, covering major markets including the US, UK, and Germany, with significant sales potential [9][10]. Group 2: Company Performance - Pop Mart reports a revenue of 13.88 billion RMB for the first half of 2025, a year-on-year increase of 204.4%, with a net profit of 4.71 billion RMB, up 362.8% [15]. - BYD establishes a local subsidiary in Argentina for car manufacturing, indicating its expansion into South America's automotive market [21][22]. - XGIMI's overseas revenue reached 1.086 billion RMB in 2024, growing by 18.94% and accounting for 31.89% of total revenue [28]. Group 3: Strategic Developments - Lenovo plans to set up a regional headquarters in Riyadh, Saudi Arabia, which is expected to create 15,000 direct and 45,000 indirect jobs by 2030 [14]. - SHEIN's platform has expanded to cover nearly 400 industrial belts, supporting the transformation of manufacturing enterprises [12]. - Manus announces a revenue run rate of $90 million, indicating strong growth potential in the AI sector [20]. Group 4: New Product Launches - DeepSeek releases version 3.1, featuring enhanced reasoning capabilities and improved agent performance [26]. - The upcoming humanoid robot from Yushu Technology, named "Ballet Dancer," boasts 31 degrees of freedom, showcasing advancements in robotics [29]. Group 5: International Expansion - Lucky Coffee, a brand under Mixue Group, opens its first overseas store in Malaysia, marking the start of its global expansion [32]. - Great Wall Motors' factory in Brazil aims for an annual production target of 50,000 vehicles, enhancing its presence in the Latin American market [35][36]. Group 6: Market Trends - The demand for smartphones priced under $100 surged by 38% in Africa during Q2, reshaping the market landscape [48]. - Apple plans to manufacture all four iPhone 17 models in India, reducing reliance on third-party supply chains [45].

Core Insights - The global retail landscape is undergoing a significant transformation led by Chinese e-commerce platforms such as SHEIN, Temu, and AliExpress, which are reshaping consumer behavior and industry standards [2][4]. Group 1: Company Performance - SHEIN, founded in 2008, has become a global fast-fashion leader with a revenue of $38 billion in 2023, projected to exceed $50 billion in 2024 [2]. - Temu, launched in 2022, achieved $6 billion in revenue in 2023, making it one of the fastest-growing platforms in the U.S. and globally [2]. - AliExpress, under Alibaba, generated $1.8 billion in revenue in the U.S. in 2023, focusing on a wide range of products [2]. Group 2: Key Factors for Success - Chinese shopping apps have gained global popularity due to four main factors: affordability, data-driven models, social e-commerce, and operational efficiency [3]. - These platforms offer high-quality products at prices significantly lower than traditional retailers, enhancing consumer purchasing power [3]. - SHEIN utilizes real-time data to predict trends and quickly adapt to consumer demands, exemplifying scalable fast fashion [3]. - Temu leverages social sharing and innovative referral programs to turn ordinary users into brand ambassadors [3]. - Efficient operations have drastically reduced the time from design to delivery, contributing to their competitive edge [3]. Group 3: Market Challenges and Strategies - The rise in tariffs has increased costs, and competition from traditional retailers like Zara and Amazon is intensifying [4]. - Chinese e-commerce platforms are focusing on investing in regional warehouses to reduce tariffs and improve logistics efficiency while expanding product variety and maintaining low prices [4]. - Long-term growth strategies include optimizing business models through data to enhance customer experience, ensuring survival and growth in a competitive global market [4]. Group 4: Broader Impact - Chinese cross-border e-commerce platforms are not only changing shopping habits but also transforming the global business landscape [4]. - By leveraging data, price advantages, and innovative business models, these platforms are rewriting the rules of retail [4]. - The democratization of business opportunities allows individuals to earn income through affiliate marketing and reselling, with some achieving monthly incomes exceeding local averages [3].