Core Viewpoint - The article highlights the increasing investments and developments in the field of embodied intelligence and cross-border e-commerce, showcasing significant growth in user engagement and logistics capabilities across various companies and sectors. Group 1: Investments in Embodied Intelligence - JD.com has invested in six companies related to embodied intelligence within three months, indicating a strong focus on this sector as a competitive area in the AI era [4] - Other major internet companies like Alibaba, Meituan, and Tencent are also actively investing in the embodied intelligence field, making it a key battleground for tech giants [4] Group 2: Growth of Temu in Southeast Asia - Temu's monthly active users in Southeast Asia have surpassed 22 million, with significant growth in the Philippines and Thailand, which account for approximately 86% of its total traffic in the region [4] Group 3: Logistics and Cross-Border Services - Cainiao has upgraded its G2G cross-border logistics service in Europe, now supporting e-commerce express delivery between 35 European countries, covering 99% of the region [5][6] - The average cost per kilogram for shipping has decreased by 1-2 euros, enhancing the competitiveness of cross-border logistics [5] Group 4: Expansion of Chinese Brands Overseas - Heytea has seen its overseas store count grow over six times in the past year, now exceeding 100 locations across multiple countries [8] - The new tea brand Tianlala has opened three stores in Bali, with significant daily revenue and customer traffic, bringing its total overseas signed stores to over 200 [8] Group 5: Regulatory Approvals and Market Expansion - Ant International's WorldFirst has received approval for a cross-border payment service license in Malaysia, expanding its reach in key trade regions [6] - The RWA registration platform has launched in Hong Kong, facilitating the tokenization of real-world assets [13] Group 6: Trade Partnerships and Export Growth - ASEAN, EU, and the US are China's top three trade partners, with trade values of 4.29 trillion yuan, 3.35 trillion yuan, and 2.42 trillion yuan respectively [12] - China's exports in July increased by 7.2% year-on-year, with expectations of a 2.5% growth in the second half of the year [12] Group 7: Innovations in Robotics and AI - The Chinese robotics industry has seen a revenue growth of 27.8% in the first half of the year, with significant increases in both industrial and service robots [14] - The demand for humanoid robots is rising, particularly in performance and interactive service sectors, indicating a growing market for advanced robotics [14]

头条大事 活动｜迪拜出海实战分享：落地典型路径与关键决策解析 为帮助企业打通迪拜落地路径，36氪出海将联合迪拜 IFZA自贸区，于8月13日举办线上活动。IFZA 自贸区的中国代表将与36氪出海的中东特别顾问共同带 来分享，结合近期真实案例，围绕企业在决策阶段的常见难点、自贸区在落地过程中的支持机制，以及落地后各类运营事项的实操路径，为中国企业提供清 晰的判断依据与行动建议。欢迎您扫描下方二维码或点击"此处"，填写表单，报名参加本次活动。活动报名将于2025年8月12日23:59截止。 公司动态 Temu 东南亚月活用户突破2200万 8月3日消息，据 BigSeller 援引彭博智库报告信息称，Temu 正在迅速扩大其东南亚市场的业务规模。尽管 Temu 仍在印度尼西亚和越南市场受到监管障碍的 束缚，但截至2025年6月，Temu 在东南亚地区的月活跃用户（MAU）总量仍攀升至2200万的空前高位。其中，菲律宾和泰国是 Temu 最大的增长极点：这 两个国家的用户数量同比增长了一倍有余，占 Temu 在东南亚地区总流量的86%左右。（亿邦动力） 36氪出海获悉，蚂蚁国际旗下企业跨境贸易支付与账户服务品牌万里 ...

据EPI官方数据显示，自去年推出以来，Wero已覆盖德国、法国、比荷卢经济联盟等核心市场 75% 以上 的活跃银行账户用户，且这一覆盖率正以每月2%-3%的速度持续增长。按照欧洲核心市场总人口大概测 算，接入Wero有望触达超2.5亿主流消费群体。 另据了解，今年10月，Wero将面向企业端上线电商等场景下的在线购物、店内支付（POS）、订阅支付 等功能。届时，PingPong平台上的企业客户，无需重复对接多套支付系统，通过Wero就能一次触达欧 洲多国消费场景，大幅降低跨境运营成本。同时，通过为用户创造即时的支付体验，还能大大降低弃购 率，提升用户转化。（闫妍） 责任编辑：杨赐 新浪科技讯 8月5日上午消息，近日，全球支付平台PingPong官宣，将成为首批支持企业使用Wero的亚 洲支付公司。今年10月，待Wero面向企业端的支付服务上线后，企业可通过PingPong第一时间获得这 一欧洲市场内统一、即时的数字支付服务，触达2.5亿欧洲用户，加速欧洲市场的开拓布局。 据悉，Wero 是由欧洲支付倡议组织（EPI，下称"EPI"）联合16家欧洲头部银行及金融机构打造的首款 泛欧支付软件，于2024年7月正式 ...

Core Insights - The European Union is seeking to reduce its reliance on American payment systems like Visa, Mastercard, and PayPal due to geopolitical tensions and trade wars [1][2] Group 1: Market Dependence - The European Central Bank (ECB) warns that the dominance of American payment providers poses risks to Europe, with over 60% of card payments in the Eurozone processed through Visa and Mastercard [2] - Thirteen EU member states rely almost entirely on Visa and Mastercard for card payments, highlighting the vulnerability of the European payment system to external shocks [2] - Even in countries like Germany, where local systems like Girocard exist, the influence of American companies remains significant, as services like PayPal and Apple Pay still depend on Visa and Mastercard [2] Group 2: Initiatives for Independence - In response to the risks posed by American payment providers, the ECB is working on developing a digital euro, although it may take several years to implement [3] - The European Payment Initiative aims to create a new payment system called "Wero," which is expected to facilitate user-to-user payments and online transactions, with a potential launch in late 2025 [3] - Partnerships have been established with banks in Germany, Belgium, France, and the Netherlands to support the development of "Wero," and EU regulations may require merchants to offer at least one European payment option [3] Group 3: Challenges and Opportunities - The main challenge lies in creating a competitive payment system that consumers are willing to adopt, as previous attempts like Giropay have failed [4] - Retailers are increasingly dissatisfied with the high fees charged by Visa and Mastercard, which may create an opportunity for a more cost-effective alternative payment system [4] - If the financial industry can develop a cheaper and lower-cost system, it could significantly disrupt the current market dynamics dominated by American providers [4]