速卖通解读2026增长计划：全面加码美国、韩国、拉美三大核心市场

This article officially announces AliExpress, the cross-border e-commerce platform under Alibaba, its cross-border growth strategy for 2026, with key takeaways summarized below:

1. Core strategic direction: After solidifying its compliance-focused foundation, AliExpress will scale up investments in three core markets — the U.S., South Korea and Latin America, opening a new growth track with massive capital inputs and policy incentives. The platform has already achieved notable progress in multiple markets: in 2025, AliExpress ranked among the top 10 fastest-growing comprehensive e-commerce platforms in multiple developed markets including the U.S., UK, Germany and Australia.

2. Actionable insights for entry: Aspiring cross-border e-commerce entrepreneurs can access key information on the current development stage, traffic investment, logistics infrastructure and policy incentives of the three core markets. For example, the U.S. site is currently in a high-growth phase with significantly improved delivery lead times; Latin America offers clear tax policy benefits; and South Korea provides dedicated traffic support for branded merchants. These details help ordinary entrepreneurs decide whether to enter the cross-border space and which market to choose as an entry point.

This article delivers a wealth of valuable industry insights for brands targeting global expansion, with key takeaways summarized below:

1. New growth channel opportunities: AliExpress has identified the U.S., South Korea and Latin America as its strategic priorities for 2026. This year, the platform’s investment in the U.S. will reach 2 to 3 times its 2024 level, while investment in South Korea will triple year-on-year. AliExpress has also officially launched its "Brand+" global expansion program in South Korea, offering participating brands over 10% incremental search and recommendation traffic, making this a strong opportunity for brands to tap new overseas channels.

2. Built-in support eases operational pressure: On the marketing front, AliExpress has built a cross-platform traffic network and a 300-person influencer matrix for the U.S. market to support brands’ local marketing efforts. On the logistics side, the platform has upgraded order fulfillment across all three core markets: it has expanded U.S. overseas warehouse capacity by 2.5 times, cut large-item logistics costs in South Korea by 40% to 60%, and introduced chartered flight services and streamlined customs clearance to improve delivery speed in Latin America. Additional incentives such as commission rebates also lower the barrier to global expansion, allowing brands to leverage the platform’s ecosystem to seize the policy window in different markets.

For sellers looking to expand into cross-border e-commerce, this article outlines clear growth opportunities and supporting policies, with key takeaways summarized below:

1. Three high-value growth markets identified: The article shares the latest growth data: AliExpress’s U.S. site recorded over 50% year-on-year GMV growth during the May shopping festival, while new seller registrations surged 120%, putting the market in a period of explosive growth. South Korea and Latin America are also receiving massive platform investment and benefit from favorable local policies, making them the core growth engines of the cross-border e-commerce sector and ideal entry points for sellers.

2. Targeted support policies for each market: The U.S. market offers full-platform traffic coverage, with the platform covering any logistics compensation for late deliveries; South Korea provides dedicated incremental traffic and sharply reduced large-item logistics costs; Latin America offers local tax incentives, with qualified sellers eligible for commission rebates of up to 8.8% capped at $30,000 per month. New sellers entering Mexico and Chile can enjoy a zero-commission period and a 3,000-SKU listing quota. Sellers can capitalize on these policy dividends to lower entry costs and build out their presence in these core markets.

For factories engaged in foreign trade export or looking to transition to direct-to-consumer branded cross-border e-commerce, this article outlines new business opportunities and transformation insights, with key takeaways summarized below:

1. Clear product development guidance: The article notes that South Korea’s logistics network now supports large items weighing up to 200kg, with logistics costs reduced by 40% to 60%, allowing factories producing large home goods and large home appliances to develop products tailored to the South Korean market. In Latin America, Brazil has eliminated federal taxes on goods under $50, and Chile offers zero tariffs on goods under $500, creating opportunities for factories to launch high-quality, low-priced hit products to enter the market.

2. Insights for digital and e-commerce transformation: AliExpress has built out full-stack infrastructure covering traffic, logistics and order fulfillment across the three core markets. Factories do not need to build their own overseas channel systems, and can directly enter core overseas markets by leveraging the platform’s policy dividends. With the core markets currently in a high-growth phase, factories can seize this window to shift from pure manufacturing for export to direct e-commerce expansion, capturing higher profit margins.

This article outlines the latest development trends in the cross-border e-commerce industry, and identifies new business opportunities and unmet client needs for cross-border service providers, with key takeaways summarized below:

1. New industry development trends: Leading cross-border e-commerce platforms have shifted from the early-stage strategy of broad, region-wide expansion to concentrating resources on core high-potential markets. Competition has also shifted from competing on low prices to competing on local services and fulfillment speed. With platforms increasing investment in traffic and logistics infrastructure across the board, the industry has entered a new phase of refined operation.

2. New business opportunities and client pain points: Demand from platforms and merchants for omni-channel overseas marketing and influencer marketing is growing rapidly. AliExpress has already built a cross-platform traffic network and influencer matrix for the U.S. market, creating opportunities for marketing service providers to expand their business around the three core markets. At the same time, demand from platforms and merchants for overseas warehousing, local delivery, large-item logistics and customs clearance services has increased sharply. Logistics and fulfillment service providers can focus on the three core markets to match this demand and drive new business growth.

This article outlines AliExpress’s latest cross-border strategic layout and operating practices, offering valuable operational insights for other cross-border platforms, with key takeaways summarized below:

1. Clear insights into core demands from merchants and markets: Merchants expect platforms to provide traffic support, stable logistics and fulfillment guarantees, rule adjustments aligned with local policies, and tangible incentive programs. The strategy of concentrating investment on core markets has proven effective in driving seller acquisition growth: the 120% surge in new seller registration on the U.S. site cited in the article validates this approach.

2. Actionable operational and risk mitigation insights: Platforms looking to expand cross-border business can follow AliExpress’s approach by first concentrating resources on core target markets, integrating global traffic resources to build influencer marketing matrices, expanding overseas warehouse capacity to improve delivery speed, proactively adjusting platform rules to align with local policies, and rolling out incentive programs such as commission discounts for new sellers. Platforms must also maintain compliance-focused operations to solidify their foundation and mitigate regulatory risk.

This article publishes AliExpress’s latest cross-border e-commerce strategy, reflects new trends in the global cross-border e-commerce industry, and provides a wealth of valuable information for industrial research, with key takeaways summarized below:

1. New industry development trends: The cross-border e-commerce industry has entered a new development phase, with leading platforms shifting from early-stage broad expansion to deep cultivation of core markets, increasing investment in high-potential mature markets such as the U.S., South Korea and Latin America. The competitive logic has also shifted from early-volume low-price competition to competition based on local services and fulfillment efficiency, and the industry as a whole has entered a new phase of refined competition.

2. Rich materials for academic and industrial research: This article outlines AliExpress’s differentiated strategies across different markets, such as aligning platform tax policies with the policy window in Latin America and launching the "Brand+" global expansion program specifically for the South Korean market. This differentiated regional layout provides real-world cases for research on cross-border platform business models and regional market strategies. The official data on GMV growth, new seller registration growth and other metrics published in the article also provides empirical support for relevant research, and enables further research on the impact of policy dividends on cross-border e-commerce growth.