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TikTok在美国上线本地生活服务;亚马逊推30分钟极速配送丨跨境电商周报

亿邦动力 2026-05-17 19:47
亿邦动力 2026/05/17 19:47

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本文是近期跨境电商领域的一周动态汇总,涵盖平台动向、商家动态、跨境物流、行业政策数据多个板块,整理出来的核心干货信息如下

1.各大平台最新动作:亚马逊推出30分钟极速配送、AI购物助手等新服务,TikTok在美国上线本地生活服务TikTok GO,东南亚推出针对成熟大卖的亿元直通车计划,美客多一季度实现四年来最快增长,多个新兴市场增长潜力大。

2.行业政策与宏观数据:巴西正式取消50美元及以下进口商品的联邦税,跨境电商迎来政策利好;2026年前四个月中美贸易额同比下降10.4%,已经连续两年下滑,整体呈现下行趋势。

3.产业与物流动态:两家跨境相关企业冲刺IPO,DHL推出首创的AI物品识别功能简化清关流程,马士基因为中东局势暂停多个中东港口新订舱,加收最高3800美元每柜的紧急运费。

本文汇总了近期跨境电商领域的平台新政策、市场新趋势,可为布局跨境的品牌商提供渠道、营销、政策等多方面的参考,核心干货如下

1.渠道增长机会:TikTok开放美国本地生活入口,覆盖超过2亿美国用户,可直接预订本地服务;东南亚针对成熟大卖推出亿元直通车计划,提供最长120天佣金减免、最高15000美元月商品补贴、专属客户经理等八项权益;速卖通Brand+计划活跃消费者渗透率超30%,拉美市场美客多一季度GMV同比增长42%,跨境业务暴涨68%,增长空间大。

2.营销工具升级:亚马逊Prime Video推出动态电视创意广告工具,可根据用户的广告触达、互动情况自动调整广告内容,降低用户审美疲劳提升转化,为品牌广告投放提供了新选择。

3.成本与政策提示:TikTok美区新规要求6月起买家责任退货的运费全由商家承担,品牌需要调整成本核算与定价;巴西取消50美元以下进口商品联邦税,当地消费需求将进一步释放,可提前布局。

本文汇总了近期跨境电商领域的平台政策、市场变化、机会风险,对跨境卖家的经营决策有较高参考价值,核心干货如下

1.市场增长机会:巴西正式取消50美元及以下进口商品联邦税,大幅降低跨境购物成本,当地消费需求将进一步释放,中小卖家可抓住红利布局;拉美市场美客多一季度跨境业务暴涨68%,GMV同比增长42%,增长势头强劲;TikTok Shop针对不同层级卖家推出多项扶持,开放美区直播拍卖招商,有佣金减免等优惠,新老卖家都可获得对应支持。

2.平台政策调整:TikTok美区6月起买家责任退货运费全部由商家承担,卖家需要提前调整成本核算与定价;菲律宾本土店符合要求的商家服务费可降至0%,不同类目差异化收取服务费。

3.风险提示:受中东局势影响,马士基暂停中东多国新订舱,加收最高3800美元每柜的紧急运费,做中东市场的卖家需要提前调整物流方案,规避成本上涨风险。

本文整理了近期跨境电商领域的新需求新机会,能为出海工厂转型、对接渠道提供清晰参考,核心干货如下

1.商业合作机会:拼多多Temu推出新拼姆计划,未来三年投入1000亿元做品牌自营,目前已经选定服装、家居、户外三个核心类目,正在对接羽绒服、冲锋衣、衬衫等细分类目的工厂,产品主要面向美国和欧洲市场,符合品类要求的工厂可争取合作机会。

2.转型方向参考:目前跨境电商越来越看重自有品牌,速卖通Brand+计划活跃消费者渗透率已经超过30%,跨境汽配大卖扬腾创新靠自有品牌出海做到年营收超44亿元,目前已经冲刺IPO,说明工厂走自有品牌出海的路线已经被验证可行,有供应链基础的工厂可尝试转型。

3.数字化转型启示:现在各大平台都在接入AI技术优化运营,工厂做自有品牌电商可尝试利用AI提升运营效率,优化产品描述、客服等环节,降低运营成本。

本文披露了近期跨境电商行业的多个新动向,能为跨境服务商把握行业趋势、挖掘客户需求提供参考,核心干货如下

1.行业发展趋势:当前跨境电商整体向AI赋能、本地化服务、精细化运营方向发展,头部平台纷纷加大AI技术投入,优化自身核心能力,比如亚马逊在搜索栏集成AI Alexa提供购物推荐,波兰平台Allegro和OpenAI合作优化搜索推荐与客服,DHL推出AI物品识别功能简化清关流程,AI已经成为行业标配,相关技术服务需求会持续增长。

2.客户痛点挖掘:现在很多具备供应链基础的工厂和商家,自身运营能力不足,TikTok Shop为此专门推出为期三个月的商家成长服务计划,帮助商家提升运营能力,说明商家运营成长服务有大量未被满足的市场需求。

3.新机会方向:地缘政治波动导致跨境物流不确定性增加,商家对安全可控的避险物流服务需求提升;清关环节的AI自动化需求也在增长,服务商可针对性开发相关解决方案。

本文汇总了全球各大跨境平台的最新布局动作,能为平台商调整运营策略、把握行业风向提供参考,核心干货如下

1.主流平台布局方向:当前头部跨境平台都在发力本地化服务,比如亚马逊在美国推出30分钟极速配送切入本地即时零售,TikTok在美国上线本地生活服务TikTok GO,抢占本地服务流量,本地化已经成为跨境平台新的增长赛道;同时各大平台都在加大AI技术投入,改造搜索、广告、推荐、客服等核心环节,提升用户体验,AI赋能是平台升级的核心方向。

2.招商运营参考:TikTok Shop针对不同层级卖家推出差异化扶持政策,针对成熟大卖有亿元直通车八项权益,针对运营能力不足的商家有成长服务计划,针对新开放的直播拍卖赛道有佣金优惠,分层运营的思路值得参考。

3.风险防控提示:地缘政治波动会直接影响业务稳定,本次中东局势就导致物流成本大幅上涨,平台需要建立地缘风险预警机制,提前帮助商家应对风险,规避风向。

本文整理了近期跨境电商行业的最新动态,能为产业研究者提供最新的行业变化资料,核心信息如下

1.产业新动向:平台端,头部跨境平台纷纷从纯线上跨境交易拓展到本地生活、即时配送等本地化服务,开拓新的增长曲线;同时全面接入大语言模型AI技术,改造搜索、广告、推荐等核心环节,行业整体数字化、智能化水平快速提升;品牌端,自有品牌出海增速明显,多家跨境大卖启动IPO,资本化进程加快。

2.行业新问题:地缘政治冲突给跨境行业带来很大不确定性,中东局势推高全球跨境物流成本,中美贸易额已经连续两年下滑,整体呈现下行趋势,如何应对地缘风险是行业需要解决的新问题。

3.商业模式创新:TikTok在美国引入直播拍卖模式对标Whatnot,探索新的直播电商形态;拼多多推出新拼姆计划,开启品牌自营的新模式,这些都是跨境电商领域新的商业模式探索,具备较高的研究价值。

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Quick Summary

This article summarizes the latest weekly developments in the cross-border e-commerce industry, covering platform moves, merchant updates, cross-border logistics, and industry policy & data. Key takeaways are as follows:

1. Latest platform moves: Amazon has launched new services including 30-minute ultra-fast delivery and an AI shopping assistant; TikTok has rolled out its local services platform TikTok GO in the U.S. and launched a $100 million direct traffic program for large established sellers in Southeast Asia; Mercado Libre recorded its fastest growth in four years in Q1, showing strong growth potential across multiple emerging markets.

2. Industry policies and macro data: Brazil has officially eliminated federal import taxes on goods valued at $50 or below, bringing policy benefits to cross-border e-commerce; In the first four months of 2026, China-U.S. trade volume fell 10.4% year-on-year, marking the second consecutive annual decline and a sustained overall downward trend.

3. Industrial and logistics updates: Two cross-border e-commerce-related companies are pushing for IPOs; DHL has launched a first-of-its-kind AI-powered item recognition feature to streamline customs clearance; Maersk has suspended new bookings for multiple Middle Eastern ports amid regional tensions and imposed emergency freight surcharges of up to $3,800 per container.

This article summarizes recent platform policy updates and market trends in the cross-border e-commerce industry, providing multi-faceted insights on channels, marketing and policies for brands expanding cross-border. Key takeaways are as follows:

1. Channel growth opportunities: TikTok has opened up access to its local services in the U.S., covering over 200 million American users and enabling direct booking of local services; In Southeast Asia, it has launched an $100 million direct traffic program for large established sellers, offering 8 benefits including up to 120 days of commission waivers, up to $15,000 in monthly product subsidies, and dedicated account managers; AliExpress's Brand+ program has achieved over 30% penetration among active consumers, and Mercado Libre's Latin America business posted 42% year-on-year GMV growth and a 68% surge in cross-border business in Q1, leaving large room for further expansion.

2. Marketing tool upgrades: Amazon Prime Video has launched a dynamic TV creative ad tool that automatically adjusts ad content based on users' ad exposure and interaction data, reducing ad fatigue and improving conversion rates, offering a new option for brand advertising.

3. Cost and policy reminders: A new TikTok U.S. policy requires sellers to cover all return shipping costs for buyer-initiated returns starting June, so brands need to adjust their cost accounting and pricing; Brazil's elimination of federal taxes on imports under $50 will further unlock local consumer demand, so brands can prepare for market entry in advance.

This article summarizes recent platform policy changes, market shifts, opportunities and risks in the cross-border e-commerce industry, offering valuable reference for sellers' operational decision-making. Key takeaways are as follows:

1. Market growth opportunities: Brazil's elimination of federal import taxes on goods $50 and under has significantly cut cross-border shopping costs and will unlock more local consumer demand, creating an opportunity for small and medium-sized sellers to enter the market; Mercado Libre's cross-border business in Latin America surged 68% year-on-year in Q1, with total GMV up 42%, showing strong momentum; TikTok Shop has rolled out multiple support programs for sellers at different growth stages, opened招商 for live stream auctions in the U.S. with benefits including commission waivers, offering tailored support for both new and existing sellers.

2. Platform policy adjustments: Starting June, all return shipping costs for buyer-initiated returns in TikTok's U.S. marketplace will be borne by sellers, so sellers need to adjust their cost accounting and pricing in advance; For qualified local stores in the Philippines, service fees can be lowered to 0%, with differentiated fee rates across categories.

3. Risk warnings: Amid Middle East tensions, Maersk has suspended new bookings for multiple ports in the region and added emergency freight surcharges of up to $3,800 per container, so sellers serving the Middle East market need to adjust their logistics plans in advance to avoid rising cost risks.

This article sorts out new demand and opportunities in the cross-border e-commerce industry, providing clear reference for export-focused factories pursuing transformation and channel matching. Key takeaways are as follows:

1. Business partnership opportunities: PDD's Temu has launched its new "PinMu Plan", allocating 100 billion RMB over three years to build out its branded self-operated business. It has currently selected apparel, home goods and outdoor products as three core categories, and is sourcing from factories in subcategories including down jackets, hiking jackets and shirts, with products targeted mainly at the U.S. and European markets. Factories matching the category requirements can pursue partnership opportunities.

2. Transformation direction reference: Cross-border e-commerce is increasingly prioritizing private brands: AliExpress's Brand+ program has already exceeded 30% penetration among active consumers, and leading cross-border auto parts seller Yangteng Innovation has generated over 4.4 billion RMB in annual revenue via its private brand-focused cross-border strategy and is currently pushing for an IPO. This confirms that the private brand cross-border route is commercially viable, and factories with supply chain advantages can pursue this transformation path.

3. Digital transformation insights: Major platforms are now integrating AI technology to optimize operations. Factories running private brand cross-border e-commerce can leverage AI to improve operational efficiency, optimize sections including product descriptions and customer service, and lower operating costs.

This article outlines multiple recent developments in the cross-border e-commerce industry, helping cross-border service providers grasp industry trends and identify customer demand. Key takeaways are as follows:

1. Industry development trends: The cross-border e-commerce industry is currently moving toward AI empowerment, localized services and refined operations. Leading platforms are scaling up investment in AI technology to upgrade core capabilities: for example, Amazon has integrated AI-powered Alexa into its search bar to provide shopping recommendations, Polish platform Allegro has partnered with OpenAI to optimize search recommendations and customer service, and DHL has launched AI-powered item recognition to streamline customs clearance. AI has become an industry standard, and demand for related technology services will continue to grow.

2. Customer pain point identification: Many factories and merchants with solid supply chain foundations lack in-house operational capabilities. TikTok Shop has launched a three-month merchant growth service program to help merchants improve their operational capabilities, which demonstrates that large unmet market demand exists for merchant operation and growth services.

3. New opportunity directions: Geopolitical volatility has increased uncertainty in cross-border logistics, raising merchant demand for secure, reliable risk-mitigated logistics services; demand for AI-powered automation in customs clearance is also growing. Service providers can develop targeted solutions to meet these demands.

This article summarizes the latest strategic moves of major global cross-border platforms, providing reference for cross-border platforms to adjust their operation strategies and grasp industry trends. Key takeaways are as follows:

1. Layout directions for mainstream platforms: Currently, leading cross-border platforms are all prioritizing localized services: for example, Amazon has launched 30-minute ultra-fast delivery in the U.S. to enter local instant retail, and TikTok has launched its local services platform TikTok GO in the U.S. to capture local service traffic. Localization has become a new growth track for cross-border platforms. Meanwhile, major platforms are scaling up AI investment to upgrade core links including search, advertising, recommendation and customer service to improve user experience, making AI empowerment a core direction for platform upgrading.

2. References for merchant acquisition and operation: TikTok Shop has rolled out differentiated support policies for sellers at different tiers, including 8 benefits under its $100 million direct traffic program for large established sellers, a growth service program for less operationally mature merchants, and commission discounts for its newly opened live auction track. This tiered operation approach offers a useful reference.

3. Risk prevention reminders: Geopolitical volatility directly impacts business stability: the recent Middle East tensions have led to a sharp rise in logistics costs. Platforms need to establish geopolitical risk early warning mechanisms to help merchants respond to risks in advance.

This article sorts out the latest developments in the cross-border e-commerce industry, providing up-to-date industry change data for industrial researchers. Key information is as follows:

1. New industrial trends: On the platform side, leading cross-border platforms are expanding beyond pure online cross-border transactions into localized services such as local life and instant delivery to open new growth curves; at the same time, they are broadly integrating large language model AI technology to upgrade core links including search, advertising and recommendation, driving rapid improvement in the industry's overall digitalization and intelligence level. On the brand side, private brand cross-border expansion is growing rapidly, and multiple leading cross-border sellers have launched IPO processes, accelerating industry capitalization.

2. New industry challenges: Geopolitical conflicts have created significant uncertainty for the cross-border industry. The Middle East tensions have pushed up global cross-border logistics costs, and China-U.S. trade volume has declined for two consecutive years, showing a sustained overall downward trend. Developing solutions to geopolitical risks has become a new pressing challenge for the industry.

3. Business model innovations: TikTok has introduced the live auction model in the U.S. to compete with Whatnot, exploring new live e-commerce formats; Pinduoduo has launched the new PinMu Plan to test a new branded self-operated business model. These are all novel business model explorations in the cross-border e-commerce space with high research value.

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】过去一周,跨境电商领域发生了这些事:

# 平台动向 #

【亚马逊】

1 亚马逊活跃卖家数缩减 但单卖家月均访问量一年内上涨25%

根据美国电商数据研究公司Marketplace Pulse的监测,过去一年,亚马逊全球平均每个活跃卖家的月访问量攀升25%至3544次,增速较此前四年累计31%的涨幅大幅提升。

据悉,2021年时,仅有亚马逊美国站点的这一流量指标最为突出,而当前,平均每个活跃卖家流量上涨的趋势已覆盖几乎所有亚马逊站点,非美市场涨幅更为突出,比如,巴西、墨西哥、法国、波兰、荷兰的单卖家流量涨幅介于40%至57%之间。

2 亚马逊在美国推出30分钟极速配送服务 预计年底覆盖数千万用户

据外媒消息,亚马逊日前推出了名为Amazon Now的30分钟配送服务,正式切入美国极速配送市场。目前,该服务已在亚特兰大、达拉斯沃斯堡、费城、西雅图落地,奥斯汀、丹佛、休斯敦、明尼阿波利斯、俄克拉荷马城、奥兰多、菲尼克斯的拓展工作正在推进,预计年底前将在上述及更多城市覆盖数千万用户。

据悉,Amazon Now入口设置在亚马逊APP及官网内,覆盖生鲜杂货、家居必需品、电子产品、个护用品及合规区域的酒类等数千种商品,符合配送要求的商品会标注30分钟配送标识,用户浏览商品时可直接看到相关服务入口。多数区域的配送服务24小时运营。

3 亚马逊将在搜索栏集成Alexa提供购物建议

亚马逊搜索栏将通过大语言模型的AI功能生成产品对比和推荐信息,以回应用户查询。“Alexa for Shopping”这一新工具将替代此前的购物助手机器人Rufus,后者主要负责总结产品评价并提供商品推荐。新的搜索体验将在美国用户端默认上线,并会根据用户的搜索方式自动触发,提供AI生成的答案及个性化推荐。

4 亚马逊Prime Video推出“动态电视创意”广告工具

在2026年Upfront广告推介活动上,亚马逊宣布Prime Video推出名为“Dynamic TV Creative(动态电视创意)”的新广告工具。该工具可根据观众是否观看过某品牌广告、接触次数及互动情况,自动调整后续广告的展示内容与形式,以减少重复广告带来的疲劳并提升用户参与度。

【TikTok】

1 TikTok在美国推出生活服务品牌TikTok GO

TikTok宣布在美国推出生活服务品牌TikTok GO。该品牌此前已于4月底在印尼上线,覆盖酒店、游玩、景点、餐饮等本地服务,用户可直接在应用内搜索并预订相关服务。据官方介绍,该功能面向美国超过2亿TikTok用户,用户可通过视频、搜索或地点页面浏览相关内容,查看详情、查询空房或余票并完成预订。

2 TikTok Shop东南亚推出“亿元直通车”计划 面向成熟大卖提供八项专属权益

TikTok Shop东南亚官方账号发布公告,正式推出针对国内外电商平台成熟大型卖家的“亿元直通车”计划。参与商家需满足以下条件:在抖音、淘宝、天猫、拼多多、快手或京东平台全年销售额达2500万元及以上,或在Shopee、Lazada、Amazon、Temu及TikTok Shop美区平台全年销售额达800万元及以上。符合条件的重点商家将获得平台提供的八项专属权益,包括最长120天佣金减免、每月最高15000美元商品补贴、单月最高10000美元广告激励金、专属客户经理一对一服务、提前解除新手村限单考察豁免、治理运营保障、灵活物流方案(跨境直邮、本地仓发货及一品多仓模式)以及大促期间达人资源优先合作。

3 TikTok Shop美区直播拍卖向中国多品类商家开放 对标Whatnot

日前,TikTok Shop美区直播拍卖面向中国多品类商家开放招商,并通过佣金优惠、直播拍卖任务赛等激励等方式,为商家提供定制化扶持政策。

今年3月,TikTok Shop美区跨境POP拍卖功能正式上线——这被业内看作是对美国直播电商新秀Whatnot的直接对标。Whatnot做收藏品交易起家,后来开通了直播功能,且以直播拍卖为主要特色。

为了降低商家入局门槛,TikTok Shop美区也推出了直播拍卖佣金减免、直播拍卖任务赛、直播拍卖破峰大场赛等一系列激励扶持计划。比如,自2026年4月9日至6月30日期间,跨境POP全品类佣金优惠费率低至3%;直播拍卖任务赛向跨境POP全品类商家开放,完成任务的商家可获得满减券奖励等。

4 TikTok Shop发布跨境POP商家成长服务计划

日前,TikTok Shop正式面向跨境自运营商家推出“商家成长服务计划”。主要瞄准具备供应链基础但在运营侧存在短板的商家群体,意图通过为期三个月的平台资源整合与运营介入,帮助商家提升内容资产规模与经营效率。项目整体运营周期设定为2026年5月1日至2026年7月31日。

5 TikTok Shop美区退货新规:买家责任运费由商家全额承担

TikTok Shop美区发布公告,自2026年6月起,因“不再需要”“尺码不合适”等买家责任导致的退货,其产生的全部运费将由商家承担,之前平台、商家或买家分摊的机制将取消。平台指出,此举旨在赋予商家更大的定价自主权,由商家全权控制退货成本。

6 TikTok Shop菲律宾本土店推出商家成长服务费政策

TikTok Shop菲律宾本土店宣布将在未来数月推出多项扶持政策。首批措施已于2026年4月27日生效:符合条件的商家可获得服务费从2%直接下调至0%的返现奖励。目前,仅店铺体验分不低于2.8分、违规扣分低于36分的合规商家可享受返现奖励。

为确保扶持政策有效实施,平台将按类目差异化收取“商家成长服务费”:电子产品、生鲜杂货及生活品类按1%收取;美妆个护、时尚服饰、母婴及健康品类按1.5%收取。费用基于商品售价扣除商家自有优惠后的金额计算。

【阿里巴巴】

1 阿里国际一季度接近盈亏平衡 速卖通“Brand+”计划活跃消费者渗透率超30%

阿里巴巴发布了2026年一季度的财报。财报显示,本季度,阿里国际数字商业集团(AIDC)收入为354.29亿元(约51.36亿美元),较上年同期的335.79亿元增长6%;EBITA为亏损1.38亿元,相比去年同期亏损35.74亿元,亏损规模大幅收窄,并接近盈亏平衡。

财报披露,这一变化主要得益于物流优化和运营效率提升,同时速卖通Choice业务的单位经济效益环比持续显著改善。此外,速卖通的“Brand+”计划进一步加快了品牌入驻速度,本季度“Brand+”计划本季度活跃消费者渗透率超过30%。

【拼多多Temu】

1 拼多多“新拼姆”计划推进 预计三季度上架销售

拼多多今年4月在年度财报会上宣布组建“新拼姆”,未来三年投入1000亿元现金,开启品牌自营,第一期现金注资150亿元。据最新消息,新拼姆选定了服装、家居、户外三个类目,正与羽绒服、冲锋衣、衬衫、西裤等细分类目厂商谈判,预计今年三季度上架销售。接近拼多多的人士透露,目前是1.0阶段,预计需要1-2年完善,才会逐渐扩展品类。这些产品目前不会在国内销售,主要面向美国和欧洲市场。

【其他平台】

1 GMV达190亿美元、跨境业务暴涨68%!美客多交出“四年来增长最快”季度成绩单

拉丁美洲电商与金融科技巨头Mercado Libre(美客多)公布了2026年第一季度财务业绩。其在电商与金融科技两大核心业务板块均实现加速扩张,多项经营指标刷新历史纪录。

财报显示,2026年第一季度,美客多净营收及金融业务收入合计达到88亿美元,同比增长49%,成为公司近四年来增长最快的季度。同时,公司电商业务在拉丁美洲主要市场全面提速,商品交易总额(GMV)与商品销量再创新高。报告期内,美客多季度商品交易总额达到190亿美元,同比增长42%;平台售出商品数量达到7.22亿件,同比增长47%,相当于平均每秒售出93件商品。

2 eBay拒绝GameStop 560亿美元收购提议

eBay正式拒绝了游戏零售商GameStop提出的收购方案。eBay董事会在公开信中表示,经过与财务和法律顾问的全面审查后,认为这项“主动提出、且不具约束力”的收购提议“既不可信,也缺乏吸引力”。

3 波兰电商平台Allegro与OpenAI达成合作

波兰主流电商平台Allegro日前宣布与OpenAI开展技术合作,计划将生成式人工智能应用于其电商生态系统。通过此次合作,Allegro旨在利用OpenAI的技术模型优化基础功能,包括改进搜索结果的准确性、提升个性化推荐质量以及升级智能客服响应速度。

# 商家圈 #

1 跨境电商汽配大卖扬腾创新冲刺IPO年营收超44亿元

5月13日消息,跨境电商大卖家扬腾创新(福建)信息科技股份有限公司(以下简称“扬腾创新”)创业板IPO于2026年4月22日获深交所受理,5月10日进入问询阶段。

据悉,扬腾创新成立于2019年,专注于汽车后市场,主打自有品牌汽配产品的出海业务,产品涵盖底盘零部件、发动机零部件、车身及附件零部件以及电子电气零部件等。2023年-2025年,公司营业收入分别为约17.62亿元、32.71亿元、44.4亿元;归属净利润分别为约1.11亿元、2.96亿元、3.71亿元。

2 3D打印企业创想三维通过港交所上市聆讯 净利承压 下半年将密集推新品

5月12日消息,深圳市创想三维科技股份有限公司已通过港交所上市聆讯,中金公司为独家保荐人。据悉,公司在2025年2月21日、2025年8月13日、2026年3月9日先后三次递表,于5月12日正式启动港股上市前PDIE(上市前的投资者教育环节),预计将于本月内登陆港交所。

公开资料显示,创想三维成立于2014年,作为全球消费级3D打印产品及服务提供商。在2023年、2024年和2025年,创想三维的营业收入分别为人民币18.83亿、22.88亿和31.27亿元,按照国际财务报告准则计量,相应的净利润分别为人民币1.29亿、0.89亿和-1.82亿元。经调整净利润(非国际财务报告准则计量)分别为人民币1.30亿、0.97亿和0.92亿元。

创想三维表示,公司正通过推进多个已研发项目的商业化落地、持续拓宽销售渠道以及提升内部运营效率,力求在2026年实现业绩改善。尤其自2026年下半年起,公司将密集推出多款新品,包括一款多喷嘴多色智能3D打印机、一款桌面全彩UV 3D打印机,以及一款融合人工智能与多轴联动技术的智能多材料激光雕刻机。

# 跨境物流 #

1 DHL快递推出AI物品识别功能

DHL快递推出了AI物品识别功能,这是国际快递行业的一项首创。该创新功能运用先进的计算机视觉技术,对客户上传的物品照片进行分析后,能即时生成精确且符合海关规定的物品描述,从而将国际货运中最为复杂的环节之一化繁为简。

2 物流公司马士基暂停中东多国新订舱 并加收最高3800美元/柜紧急运费

受中东局势升级及霍尔木兹海峡航行风险影响,马士基于5月12日宣布暂停多个中东国家及波斯湾港口的新订舱业务,并对相关货物加收最高3800美元/柜的紧急运费。公司表示当前局势高度动态且极不稳定,正持续评估区域安全风险,强调船员、船舶及货物安全为首要优先事项。尽管存在美伊临时停火消息,但局势影响有限,霍尔木兹海峡航行安全尚未充分保障,仍建议避免通过该海峡。未来是否恢复订舱将根据实时风险评估决定。

# 行业政策与数据 #

1 巴西取消50美元及以下进口商品联邦税 跨境电商迎来利好

巴西总统卢拉于5月12日签署行政令,对价格50美元及以下进口商品取消征收联邦税。业内认为,此举将进一步降低跨境购物成本,释放当地消费需求,也有望为Shopee、Temu、SHEIN、速卖通等在巴西开展业务的跨境电商平台带来更多增长机会。作为拉美最大的电商市场之一,巴西拥有超过2亿人口,成为近年来跨境布局的热门选择。

2 2026年前4月中美贸易额同比下降10.4% 连续两年下滑

2026年1至4月,中美双边贸易额达到1792.02亿美元,同比下降10.4%。其中,中国对美国出口1334.42亿美元,下降10.2%;自美国进口457.6亿美元,下降10.9%。仅4月份,双边贸易额为504.54亿美元,其中中国出口367.6亿美元,进口136.94亿美元。此前,2025年全年中美贸易额已同比下降18.7%,总额为5597.47亿美元,显示下行趋势仍在延续。

文章来源:亿邦动力

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