广告
加载中

IPC:Temu全球跨境电商份额追平亚马逊 两者合计占据近半数市场

王昱 2026-01-17 17:16
王昱 2026/01/17 17:16

邦小白快读

EN
全文速览

全球跨境电商市场格局发生重大变化,Temu和亚马逊各占24%份额,合计近半市场。

1. Temu市场份额从2022年的1%跃升至2025年的24%,实现跨越式增长,与亚马逊并驾齐驱,但客单价较低。

2. 其他平台表现:Shein稳定在9%,AliExpress下滑至8%,eBay占5%,Zalando为欧洲最大平台占3%。

3. 物流效率显著提升:超过15天送达比例从2020年的29%降至2025年的7%,一半订单可在2-7天内完成。

4. 消费者偏好:61%强调配送和费用信息透明至关重要,常见配送时效为4-5天(19%)和10-14天(20%)。

市场动态显示新机遇:Temu在欧洲用户增长放缓至12.5%,达1.157亿,受关税和监管影响。

1. 应对措施:Temu计划依托本地仓库发货,加强本土卖家合作,以缩短配送时效。

2. 跨境购物流向:中国在26个欧洲国家为首位供应地,主导全球供应链。

3. 配送方式选择:44%选择送货上门,13%用包裹柜,12%投递至邮箱,包裹柜使用率上升。

消费趋势和用户行为观察揭示品牌营销新方向。

1. 消费者偏好:61%认为下单前配送和费用信息透明至关重要,提示品牌需在渠道建设中强化价格和费用披露。

2. 配送时效变化:常见4-5天(19%)和10-14天(20%),一半订单2-7天送达,品牌可优化产品研发以匹配快速履约需求。

3. 用户行为:包裹柜使用率提升至13%,送货上门占44%,品牌营销可针对不同配送方式设计用户体验。

品牌渠道建设和定价策略受市场影响。

1. 中国作为主要跨境供应地,在26个欧洲国家位居首位,品牌可借势拓展海外渠道。

2. Temu低客单价模式与亚马逊对比,提示品牌在定价和价格竞争中需平衡成本与吸引力。

3. 监管趋严导致Temu欧洲增长放缓,品牌应关注政策变化,调整产品研发以适应新环境。

政策解读和增长市场机会显著。

1. 监管影响:Temu在欧洲用户增长放缓至12.5%,受关税和贸易监管趋严影响,提示卖家注意政策风险。

2. 应对措施:Temu计划依托本地仓库发货和加强欧洲本土卖家合作,卖家可学习此模式提升履约能力。

3. 机会提示:Temu市场份额从1%跃升至24%,显示新兴平台增长潜力,卖家可探索合作方式。

消费需求变化带来正面影响。

1. 物流效率改善:超过15天送达比例从29%降至7%,一半订单2-7天完成,卖家可优化库存管理。

2. 风险提示:传统平台如Wish份额缩水95%,eBay下滑68%,卖家需规避依赖单一平台。

3. 最新商业模式:中国主导跨境供应,卖家可针对欧洲市场开发本地化产品,利用Temu合作扶持政策。

产品生产和设计需求受供应链主导影响。

1. 中国在26个欧洲国家为跨境购物首位供应地,工厂可聚焦出口产品研发,满足全球需求。

2. 商业机会:Temu加强与欧洲本土卖家合作,工厂可参与供应链,提供本地化生产支持。

推进数字化和电商启示明确。

1. 物流效率提升:超过15天送达比例大幅下降,工厂可借数字化优化生产周期,匹配快速配送。

2. 消费者偏好:61%强调费用透明,工厂需在设计中考虑成本控制以支持平台定价。

3. Temu低客单价模式启示:工厂可开发高性价比产品,抓住跨境电商增长机会。

行业发展趋势和客户痛点凸显解决方案需求。

1. 物流趋势:跨境配送效率持续改善,超过15天比例从29%降至7%,服务商可开发新技术优化时效。

2. 客户痛点:61%消费者要求配送和费用信息透明,服务商需提供解决方案如实时追踪系统。

3. 新技术应用:包裹柜使用率提升至13%,服务商可推广智能取件方案。

行业动态启示服务创新。

1. Temu通过本地仓库和合作缩短配送时效,服务商可学习此模式解决履约问题。

2. 监管趋严影响平台增长,服务商需开发合规工具,帮助客户规避风险。

3. 消费者偏好数据(如配送方式占比)为服务商提供市场洞察,支持定制化服务。

平台需求和最新做法焦点在运营优化。

1. 商业对平台需求:需应对关税和监管,如Temu在欧洲用户增长放缓,提示平台注意风向规避。

2. 平台最新做法:Temu计划依托本地仓库发货和加强本土卖家合作,以提升招商吸引力。

3. 运营管理:缩短配送时效(例如一半订单2-7天送达),可增强平台履约能力。

平台招商和管理策略关键。

1. 市场份额数据显示Temu和亚马逊各占24%,平台商可分析模式差异(客单价低vs高)优化招商。

2. 消费者偏好:61%强调费用透明,平台需在运营中强化信息披露。

3. 物流改善(超15天比例降)启示平台商投资技术提升效率,吸引卖家合作。

产业新动向和商业模式分析揭示深层问题。

1. 产业动向:Temu市场份额从1%跃升至24%,传统平台如Wish缩水95%,显示竞争格局剧变。

2. 新问题:政策法规影响(关税导致Temu欧洲放缓),研究者可探讨监管建议。

3. 商业模式:Temu低客单价模式与亚马逊对比,提示新兴电商模式崛起。

政策法规启示和物流趋势值得研究。

1. 消费者偏好:61%要求费用透明,研究者可分析政策启示如预先支付关税制度。

2. 物流效率改善:超过15天比例大幅下降,反映跨境物流进步,研究者可评估可持续性。

3. 中国主导全球供应端(26国首位),商业模式启示产业链整合研究。

返回默认

声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

The global cross-border e-commerce market has undergone a significant shift, with Temu and Amazon each capturing 24% market share, accounting for nearly half the market combined.

1. Temu's market share surged from 1% in 2022 to 24% in 2025, achieving rapid growth to rival Amazon, albeit with a lower average order value.

2. Other platforms: Shein remains stable at 9%, AliExpress declined to 8%, eBay holds 5%, and Zalando is Europe's largest platform at 3%.

3. Logistics efficiency has improved significantly: the proportion of deliveries taking over 15 days dropped from 29% in 2020 to 7% in 2025, with half of all orders now completed within 2-7 days.

4. Consumer preferences: 61% emphasize that transparent delivery and cost information before purchase is crucial, with common delivery times being 4-5 days (19%) and 10-14 days (20%).

Market dynamics indicate new opportunities: Temu's user growth in Europe slowed to 12.5%, reaching 115.7 million, impacted by tariffs and regulations.

1. Countermeasures: Temu plans to leverage local warehouses for fulfillment and strengthen partnerships with local sellers to shorten delivery times.

2. Cross-border shopping flows: China is the top supplier in 26 European countries, dominating the global supply chain.

3. Delivery method preferences: 44% opt for home delivery, 13% use parcel lockers, and 12% prefer mailbox delivery, with parcel locker usage on the rise.

Shifting consumer trends and user behavior reveal new directions for brand marketing.

1. Consumer preferences: 61% consider transparent delivery and cost information before purchase crucial, indicating brands must enhance price and fee disclosures in channel development.

2. Delivery time changes: Common delivery windows are 4-5 days (19%) and 10-14 days (20%), with half of orders delivered in 2-7 days, suggesting brands can optimize product development to align with faster fulfillment demands.

3. User behavior: Parcel locker usage increased to 13%, while home delivery accounts for 44%, enabling brands to design user experiences tailored to different delivery methods.

Brand channel strategies and pricing are influenced by market shifts.

1. As the primary cross-border supplier, leading in 26 European countries, brands can leverage China's position to expand overseas channels.

2. Temu's low average order value compared to Amazon highlights the need for brands to balance cost and appeal in pricing strategies.

3. Stricter regulations slowing Temu's European growth urge brands to monitor policy changes and adapt product development accordingly.

Policy implications and growth market opportunities are significant.

1. Regulatory impact: Temu's user growth in Europe slowed to 12.5% due to tariffs and tighter trade regulations, signaling sellers to heed policy risks.

2. Countermeasures: Temu's plan to use local warehouses and partner with European sellers offers a model for sellers to enhance fulfillment capabilities.

3. Opportunity alert: Temu's market share surge from 1% to 24% demonstrates emerging platform potential, encouraging sellers to explore partnerships.

Evolving consumer demands present positive impacts.

1. Improved logistics: Deliveries exceeding 15 days dropped from 29% to 7%, with half of orders fulfilled in 2-7 days, enabling sellers to optimize inventory management.

2. Risk note: Traditional platforms like Wish shrunk by 95% and eBay declined by 68%, urging sellers to avoid over-reliance on single platforms.

3. Latest business models: China's dominance as a cross-border supplier suggests sellers can develop localized products for Europe, leveraging Temu's partnership support policies.

Product manufacturing and design needs are shaped by supply chain dominance.

1. As the top cross-border supplier to 26 European countries, factories can focus on export product development to meet global demand.

2. Business opportunity: Temu's strengthened collaboration with local European sellers allows factories to participate in supply chains, providing localized production support.

Digitalization and e-commerce insights are clear.

1. Enhanced logistics efficiency, with over-15-day deliveries sharply declining, enables factories to optimize production cycles via digital tools to match faster shipping.

2. Consumer preference for cost transparency (61%) requires factories to incorporate cost control in designs to support platform pricing.

3. Temu's low-order-value model suggests factories can develop cost-effective products to capture cross-border e-commerce growth.

Industry trends and client pain points highlight demand for solutions.

1. Logistics trend: Cross-border delivery efficiency continues improving, with over-15-day shipments dropping from 29% to 7%, creating opportunities for service providers to develop technologies optimizing speed.

2. Client pain point: 61% of consumers demand transparent delivery and cost info, necessitating solutions like real-time tracking systems.

3. Tech application: Parcel locker usage rising to 13% allows service providers to promote smart pickup solutions.

Industry dynamics inspire service innovation.

1. Temu's use of local warehouses and partnerships to shorten delivery times offers a model for service providers to address fulfillment challenges.

2. Stricter regulations impacting platform growth require service providers to develop compliance tools helping clients mitigate risks.

3. Consumer preference data (e.g., delivery method shares) provides market insights for service providers to tailor offerings.

Platform demands and latest operational practices focus on optimization.

1. Business demands: Platforms must navigate tariffs and regulations, as seen in Temu's slowed European growth, highlighting the need for risk awareness.

2. Latest practices: Temu's plan to use local warehouses and local seller partnerships aims to boost merchant attraction.

3. Operations management: Shortening delivery times (e.g., half of orders in 2-7 days) enhances platform fulfillment capabilities.

Merchant acquisition and management strategies are key.

1. Market share data showing Temu and Amazon each at 24% allows platforms to analyze model differences (low vs. high order value) to optimize recruitment.

2. Consumer preference for cost transparency (61%) requires platforms to strengthen information disclosure in operations.

3. Logistics improvements (e.g., reduced over-15-day deliveries) suggest platforms should invest in technology to boost efficiency and attract sellers.

Industry shifts and business model analyses reveal deeper issues.

1. Industry动向: Temu's market share leap from 1% to 24%, alongside traditional platforms like Wish shrinking by 95%, indicates a drastically altered competitive landscape.

2. Emerging issues: Policy impacts (e.g., tariffs slowing Temu's European growth) invite research into regulatory recommendations.

3. Business models: Temu's low-order-value model versus Amazon's highlights the rise of emerging e-commerce paradigms.

Policy implications and logistics trends warrant study.

1. Consumer preference for cost transparency (61%) allows researchers to analyze policy启示, such as pre-paid tariff systems.

2. Logistics efficiency gains, with sharp declines in over-15-day deliveries, reflect cross-border progress, meriting sustainability assessments.

3. China's dominance as the global supply leader (top in 26 countries) offers启示 for research on industrial chain integration.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】1月16日消息,日前,国际邮政服务机构国际邮政公司(IPC)发布的报告显示,Temu在 2025年的全球跨境电商销售中,已经与亚马逊并驾齐驱,市场份额达到了惊人的24%。

报告指出,Temu的快速崛起尤为引人注目:早在2022年平台刚刚推出时,其在全球跨境电商交易中的占比仅为1%,而在短短三年内,这一比例已跃升至24%,实现了跨越式增长。

这一结论来自国际邮政公司(IPC)开展的《2025年跨境电商消费者调查》。该报告基于来自37个国家和地区的30970名消费者数据,覆盖多个欧洲国家,以及澳大利亚、加拿大、中国、墨西哥、新西兰、韩国和美国等主要市场。

在同一项调查中,亚马逊的跨境电商交易份额同样为24%。从订单数量角度看,两家平台几乎平分秋色,合计占据了全球跨境电商市场的“半壁江山”。不过,IPC也指出,该数据反映的是订单占比,而非交易金额规模。业内普遍认为,Temu的平均客单价显著低于亚马逊,因此在交易额层面,双方仍存在明显差距。

从其他平台表现来看,跨境交易量排名第三的Shein在过去一年中保持相对稳定,市场份额维持在9%。AliExpress的份额则由此前的9% 下滑至8%,eBay约占5%。而Zalando则以3% 的市场份额,成为去年跨境交易量最大的欧洲平台。

拉长时间维度来看,行业格局变化更加明显。IPC报告显示,2018年至2025年间,Wish的跨境交易份额缩水高达95%,eBay下滑68%,AliExpress也减少了33%,传统平台在新一轮竞争中的压力持续加大。

尽管整体表现亮眼,Temu在欧洲市场的扩张节奏已出现放缓迹象。

受关税政策和贸易监管趋严等因素影响,2025年上半年,Temu的用户规模有所放缓、同比增长12.5%,达到1.157亿。为应对外部环境变化,Temu正计划更多依托本地仓库发货,并加强与欧洲本土卖家的合作,以缩短配送时效、提升履约能力和平台吸引力。

在跨境购物流向方面,IPC报告列出了各国消费者主要的跨境购物目的地。在30个欧洲国家中,中国在其中26个国家位居首位,显示出中国在全球跨境电商供应端的持续主导地位。

报告同时披露了消费者偏好与物流趋势的变化。随着越来越多国家要求消费者在结账环节预先支付关税和税费,价格和费用透明度的重要性显著上升。IPC调查显示,61% 的消费者认为,在下单前获得清晰、明确的配送和费用信息至关重要。

在配送时效方面,跨境购物最常见的送达周期为4—5天(19%)和10—14天(20%),超过一半的跨境订单可在2—7天内完成交付。从区域差异来看,主要从邻近国家采购的市场配送速度最快,而依赖远距离跨境采购的市场则相对较慢。值得注意的是,送达时间超过15天的包裹占比已从2020年的29% 大幅下降至2025年的7%,跨境物流效率持续改善。

在配送方式选择上,2025年包裹柜的使用率显著提升。调查显示,44% 的消费者选择送货上门,13% 选择包裹柜取件,12% 选择投递至邮箱。


亿邦持续追踪报道该情报,如想了解更多与本文相关信息,请扫码关注作者微信。

文章来源:亿邦动力

广告
微信
朋友圈

这么好看,分享一下?

朋友圈 分享

APP内打开

+1
+1
微信好友 朋友圈 新浪微博 QQ空间
关闭
收藏成功
发送
/140 0