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TikTok Shop七月东南亚流量达Shopee 87%;SHEIN香港IPO推迟至9月1日丨跨境电商周报

亿邦动力 2026-08-23 16:40
亿邦动力 2026/08/23 16:40

邦小白快读

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本文是近期跨境电商领域一周核心动态汇总,整理了各大平台、物流、政策层面的关键信息,核心干货如下:

1. 行业核心大事件:2026年7月TikTok Shop东南亚六国总访问量达到Shopee同期的87%,马来西亚市场访问量已经反超Shopee约5.9%;TikTok Shop美国站7月线上消费额超越Target等传统零售企业,市场份额一年增长66.7%;SHEIN香港IPO推迟至9月1日,估值下调至260亿-270亿美元;亚马逊入印13年首次实现盈利。

2. 实操相关信息:亚马逊提前公布2026年黑五网一入仓时间,不同仓储方式的入仓截止时间在10月14日到28日不等,计划参加大促的卖家需要提前规划备货;TikTok Shop从8月31日起强制要求免费样品测评标注商业合作,违规内容会被下架限流;美国海关启用AI原产地核查系统,准确率达95%,已经标记750亿美元可疑转运货物。

本文汇总了近期跨境电商全领域动态,能给出海品牌提供渠道、规则、趋势层面的干货参考,核心内容如下:

1. 品牌出海新渠道机会:TikTok Shop欧洲跨境POP推出领航计划,投入10亿级资源激励中国商家进入英国及欧洲市场,门槛低效率高,适合新品牌拓市;速卖通已经实现经营层面盈利,其Brand+品牌出海计划带动品牌活跃买家渗透率超过30%,今年618大促品牌GMV渗透率逼近40%,是品牌出海的成熟新主场。

2. 渠道趋势与规则变化:新兴社交电商流量增长迅猛,TikTok Shop东南亚流量已经接近传统头部平台Shopee,马来西亚实现反超,美国市场份额快速提升,品牌可以提前布局新渠道获取增量;当前平台规则持续收紧,TikTok强制样品测评商业披露,Lazada新增技术支持费,最高费率4%,品牌做内容营销和成本核算需要适配新规则。

本文整理了一周跨境行业最新动态,能给跨境卖家提供政策解读、机会提示和风险预警,核心干货如下:

1. 可把握的市场机会:TikTok Shop欧洲推出领航计划,投入10亿资源扶持中国卖家,拼多多主站在东南亚将免运费门槛降至一件包邮,还接入了本地主流支付,有意布局东南亚的卖家可以抓住这波流量红利;亚马逊即将在欧洲五国推出AWD前置仓储配送服务,可自动给FBA仓补货,能帮助卖家解决供应链补货难题,降低供应链压力。

2. 需要注意的规则变化与风险:亚马逊提前2026年黑五网一入仓截止时间,不同入仓方式截止时间从10月14日到28日不等,卖家需要提前规划备货和物流;TikTok Shop8月31日起强制要求免费样品测评标注商业合作,违规会被下架限流、扣减账号权重;Temu因违反欧盟DSA被罚款2亿欧元,美国启用AI核查原产地打击转运逃税,已经标记750亿美元可疑货物,卖家做欧美市场需要提升合规意识,规避合规风险。

本文整理的跨境电商最新动态,能给跨境供货、出海的工厂带来商业机会和发展启示,核心干货如下:

1. 新的商业拓展机会:当前TikTok Shop流量和交易规模快速增长,东南亚总流量已经达到Shopee的87%,美国市场份额一年增长66.7%,大量新卖家涌入平台开店铺货,做供货的工厂可以对接新平台商家,获得更多订单增量;速卖通品牌化战略推进顺利,品牌买家渗透率超过30%,有意做自有品牌出海的工厂,可以选择速卖通作为出海渠道,拓展海外市场。

2. 数字化与合规发展启示:亚马逊推出的AWD前置仓储服务可以自动完成FBA补货,工厂给卖家供货时,可以结合这类新仓储服务优化生产和交付周期,提升交付效率;美国海关启用AI核查原产地,要求供应链原产地信息透明,工厂需要规范产品原产地标注,避免牵连客户产生合规风险;消费者对配送体验要求提升,亚马逊正在测试易损生鲜商品的配送方案,工厂可以针对性优化产品包装设计,适配新的配送要求。

本文披露的跨境电商最新行业动态,能帮助跨境服务商把握行业趋势、挖掘市场需求,核心干货如下:

1. 行业整体发展趋势:当前跨境电商平台格局正在重构,新兴社交电商TikTok Shop增长迅猛,流量和交易规模快速追赶传统头部电商平台,新平台的崛起带动了新的商家服务需求,给服务商带来了新的客户增量;头部平台都在加速本地化仓储物流布局,速卖通海外托管已经覆盖全球30多个国家和地区,亚马逊持续扩张铁路、无人机配送网络,商家对物流、供应链相关服务的需求持续升级。

2. 客户痛点与新需求:目前卖家普遍面临供应链不稳定、合规风险提升的问题,平台虽然推出了AWD等基础供应链服务,但是中小卖家仍然有精细化供应链管理、合规申报的需求;欧盟DSA合规、美国原产地核查等新监管政策出台后,卖家存在明显的合规服务缺口,服务商可以针对性开发原产地核查、合规咨询、合规管理系统等相关服务,填补市场需求。

本文汇总了多个头部跨境平台的最新动态,能给平台商提供同行运营经验、风险规避参考,核心干货如下:

1. 头部平台最新运营玩法参考:亚马逊提前公布黑五网一入仓时间,督促卖家提前备货,避免旺季物流拥堵,同时推出欧洲AWD前置仓储服务,解决卖家供应链补货难题,还通过限制评论查看打击非授权数据抓取,维护平台数据安全;TikTok Shop推出欧洲领航计划,投入10亿级资源招商吸商家,同时规范内容生态,强制要求免费样品测评披露商业合作,净化平台内容环境。

2. 需要关注的需求与风险:不同区域消费者对本地服务的要求提升,TikTok开发点对点支付,拼多多主站在东南亚接入本地主流支付工具,降低用户购物门槛,平台运营需要重视本地支付、本地物流等本地化能力建设;合规监管持续收紧,Temu因违反欧盟DSA被罚款2亿欧元,美国加大打击转运逃税力度,平台需要提前梳理合规流程,适配监管要求,规避监管风险;新兴平台流量增长迅猛,传统平台需要持续优化用户体验,巩固自身流量优势。

本文整理的一周跨境电商动态,反映了当前全球跨境电商产业的多个新动向和新问题,具备较高的研究参考价值,核心内容如下:

1. 产业发展新动向:全球跨境电商平台格局正在发生重构,新兴社交电商TikTok Shop增长迅猛,2026年7月东南亚总流量已经达到传统头部平台Shopee的87%,马来西亚市场实现反超,美国市场份额一年增长66.7%,已经跻身中型电商平台行列,增长模式从拉新扩张转向高频复购,成为行业重要增长极;头部平台加速物流自动化布局,亚马逊Prime Air无人机配送年底将覆盖近500个美国城市,持续扩大配送范围,优化末端配送体验。

2. 行业新问题与政策新方向:地缘冲突的影响外溢到电商领域,俄乌冲突导致俄罗斯最大电商平台Wildberries7个核心物流中心停摆,说明全球跨境供应链稳定性受外部因素影响加大;监管层面,美国启动AI原产地核查系统打击转运逃税,欧盟对超大型在线平台开出DSA罚单,全球跨境电商合规监管持续收紧,对原有贸易规则和行业秩序带来新的挑战,值得深入研究。

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Quick Summary

This article summarizes the key weekly updates in the cross-border e-commerce industry, covering critical developments across major platforms, logistics and regulatory policies. Core takeaways are as follows:

1. Major industry events: In July 2026, TikTok Shop's total monthly traffic across six Southeast Asian countries reached 87% of Shopee's volume in the same period, with traffic in Malaysia already exceeding Shopee by approximately 5.9%. TikTok Shop's U.S. monthly online consumption surpassed that of traditional retailers including Target in July, and its market share grew 66.7% year-over-year. SHEIN has delayed its Hong Kong IPO to September 1, with its valuation cut to between $26 billion and $27 billion. Amazon turned its first profit after 13 years of operation in India.

2. Practical operational updates: Amazon has announced in advance the warehouse receiving deadlines for the 2026 Black Friday and Cyber Monday promotions. Cutoffs for different storage methods range from October 14 to October 28, requiring sellers participating in the event to plan inventory preparation well in advance. Starting August 31, TikTok Shop will mandate clear disclosure of commercial partnerships for free sample reviews, with non-compliant content subject to removal and traffic restrictions. U.S. Customs has launched an AI-powered origin verification system with 95% accuracy, which has already flagged $75 billion in suspicious transshipped cargo.

This article aggregates recent cross-border e-commerce industry updates to provide actionable insights on channels, rules and market trends for globalized brands. Key highlights are as follows:

1. New channel opportunities for brand globalization: TikTok Shop has launched the "Pilot Program" for cross-border POP merchants in Europe, allocating 1 billion-level resources to incentivize Chinese brands to enter the UK and broader European market. The program features low barriers and high operational efficiency, making it suitable for new brands expanding into overseas markets. AliExpress has achieved operating profitability; its Brand+ globalization program has driven active buyer penetration for participating brands to over 30%, and brand GMV penetration approached 40% during this year's 618 promotion, establishing it as a mature new hub for brand globalization.

2. Changing channel trends and updated rules: Emerging social commerce is experiencing explosive traffic growth. TikTok Shop's traffic in Southeast Asia has nearly caught up with that of traditional leading platform Shopee, and it has already overtaken Shopee in Malaysia while rapidly growing its market share in the U.S.. Brands can布局 these new channels in advance to capture incremental growth. At the same time, platform rules are continuing to tighten: TikTok now mandates disclosure of commercial relationships for sample reviews, and Lazada has introduced a new technical support fee with a maximum rate of 4%. Brands need to update their content marketing strategies and cost accounting to align with these new rules.

This article整理 the latest weekly developments in the cross-border e-commerce industry to provide sellers with policy interpretations, opportunity alerts and risk warnings. Key insights are as follows:

1. Actionable market opportunities: TikTok Shop has launched a 1-billion-resource Pilot Program to support Chinese sellers entering Europe. Pinduoduo's main platform has lowered its free shipping threshold to "free shipping on single orders" in Southeast Asia and integrated with leading local payment methods. Sellers looking to expand into Southeast Asia can capitalize on this new wave of traffic. Amazon will launch its AWD (Amazon Warehousing & Distribution) pre-stocking and fulfillment service in five European countries, which automatically restocks FBA warehouses to help sellers solve supply chain replenishment challenges and reduce supply chain pressure.

2. Rule changes and risks to note: Amazon has moved up the 2026 Black Friday and Cyber Monday warehouse receiving deadlines, with cutoffs for different methods ranging from October 14 to October 28. Sellers need to plan inventory and logistics well in advance. Starting August 31, TikTok Shop will require mandatory disclosure of commercial partnerships for free sample reviews, with non-compliance resulting in content removal, traffic restrictions and reduced account weight. Temu was fined €200 million for violating the EU's Digital Services Act (DSA), and the U.S. has deployed AI-powered origin verification to crack down on transshipment tax evasion, already flagging $75 billion in suspicious cargo. Sellers operating in the U.S. and European markets need to strengthen compliance awareness to avoid regulatory risks.

This article整理 the latest cross-border e-commerce industry updates to bring new business opportunities and development insights for factories that supply cross-border sellers or sell directly overseas. Core takeaways are as follows:

1. New business expansion opportunities: TikTok Shop is experiencing rapid growth in traffic and transaction scale, with its total Southeast Asian traffic reaching 87% of Shopee's and its U.S. market share growing 66.7% year-over-year. A large number of new sellers are flocking to the platform to open stores and list products, so factories supplying cross-border sellers can partner with merchants on new platforms to capture incremental order volume. AliExpress's branding strategy has made strong progress, with brand buyer penetration exceeding 30%. Factories looking to launch their own branded global sales can use AliExpress as a market entry channel to expand overseas reach.

2. Insights for digital transformation and compliant development: Amazon's new AWD pre-stocking service automatically completes FBA replenishment. When supplying sellers, factories can leverage this new warehousing service to optimize production and delivery cycles and improve delivery efficiency. U.S. Customs' AI-powered origin verification requires full transparency of supply chain origin information, so factories need to standardize product origin labeling to avoid bringing compliance risks to their clients. As consumers raise expectations for delivery experiences, Amazon is testing new delivery solutions for fragile and fresh products, so factories can optimize product packaging design to meet these new delivery requirements.

The latest cross-border e-commerce industry developments covered in this article help cross-border service providers capture industry trends and identify new market demand. Core insights are as follows:

1. Overall industry development trends: The global cross-border e-commerce platform landscape is undergoing restructuring. Emerging social commerce platform TikTok Shop is growing extremely fast, with traffic and transaction scale rapidly catching up with traditional leading e-commerce platforms. The rise of new platforms has driven new demand for merchant services, bringing incremental customer growth for service providers. Leading platforms are also accelerating localized warehousing and logistics layout: AliExpress's overseas fulfillment program now covers more than 30 countries and regions worldwide, and Amazon continues to expand its rail and drone delivery networks. Merchant demand for logistics and supply chain-related services continues to upgrade.

2. New customer pain points and emerging demand: Sellers broadly face challenges of unstable supply chains and rising compliance risks. While platforms have launched basic supply chain services such as AWD, small and medium-sized sellers still have unmet demand for refined supply chain management and compliance declaration. Following the introduction of new regulatory policies such as the EU DSA and U.S. origin verification, a clear gap exists in compliance services for sellers. Service providers can develop targeted offerings including origin verification, compliance consulting and compliance management systems to fill this market demand.

This article aggregates the latest developments of multiple leading cross-border platforms to provide peer operation experience and risk mitigation references for cross-border platform operators. Core content is as follows:

1. Operational insights from leading platforms: Amazon has announced Black Friday and Cyber Monday warehouse receiving deadlines in advance to urge sellers to prepare inventory early and avoid peak-season logistics congestion. It also launched the European AWD pre-stocking service to solve sellers' supply chain replenishment pain points, and restricts unauthorized access to product reviews to crack down on unauthorized data scraping and protect platform data security. TikTok Shop has launched the European Pilot Program, allocating 1 billion-level resources to attract Chinese merchants, while tightening content ecosystem rules by mandating commercial partnership disclosure for free sample reviews to purify the platform's content environment.

2. Demands and risks to watch: Consumer demand for localized services has increased across regions. TikTok has developed peer-to-peer payment, and Pinduoduo's main platform has integrated leading local payment tools in Southeast Asia to lower barriers for users. Platform operators need to prioritize building localized capabilities including local payment and local logistics. Compliance regulation continues to tighten: Temu was fined €200 million for violating the EU DSA, and the U.S. is ramping up crackdowns on transshipment tax evasion. Platforms need to review and update compliance processes in advance to align with regulatory requirements and avoid regulatory risks. As emerging platforms experience rapid traffic growth, traditional platforms need to continuously optimize user experience to consolidate their existing traffic advantages.

This article整理 one week of cross-border e-commerce industry updates, reflecting multiple new trends and emerging issues in the global cross-border e-commerce industry with high research reference value. Core content is as follows:

1. New industry development trends: The global cross-border e-commerce platform landscape is undergoing restructuring. Emerging social commerce TikTok Shop is growing extremely rapidly: in July 2026, its total traffic in Southeast Asia reached 87% of that of traditional industry leader Shopee, it overtook Shopee in Malaysia, its U.S. market share grew 66.7% year-over-year, and it has now entered the ranks of mid-sized e-commerce platforms. Its growth model has shifted from new user acquisition to high-frequency repeat purchases, making it a key growth driver for the industry. Leading platforms are accelerating automated logistics layout: Amazon Prime Air drone delivery will cover nearly 500 U.S. cities by the end of this year, continuously expanding delivery coverage and improving last-mile delivery experience.

2. Emerging industry issues and new policy directions: The spillover impact of geopolitical conflict has reached the e-commerce sector: the Russia-Ukraine conflict has knocked seven core logistics centers of Russia's largest e-commerce platform Wildberries offline, demonstrating that the stability of global cross-border supply chains has become increasingly vulnerable to external shocks. On the regulatory front, the U.S. has launched an AI-powered origin verification system to crack down on transshipment tax evasion, and the EU has issued its first DSA fine to a large online platform. Global cross-border e-commerce compliance regulation continues to tighten, bringing new challenges to existing trade rules and industry order that warrant in-depth research.

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 .

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【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2026年黑五网一入仓时间提前

8月17日消息,亚马逊已公布2026年美国站黑五网一库存入仓安排。其中,AWD库存需在10月14日前完成到仓;选择最少货件拆分方式的FBA库存需在10月21日前到仓,选择亚马逊优化货件拆分方式的FBA库存则需在10月28日前到仓。平台表示,今年旺季入仓截止时间较往年有所提前,卖家需提前规划Q4备货及物流运输安排。

2亚马逊限制用户查看商品评论 申请解锁最多等5天

据外媒报道,2026年以来,亚马逊平台持续出现用户无法查看商品全部评论的情况。用户触发限制后,页面仅展示少量评论,如需查看更多需提交申请,平台提示申请结果将在最长5个工作日内通过邮件告知。

相关官方回应提及,限制评论查看的措施是为了打击站点内的非授权数据抓取行为,此前曾注意到存在部分用户无法访问评论的孤立案例,已经开展相关工作保障用户访问权限。

3亚马逊将在欧洲五国推出AWD仓储配送服务

据外媒报道,亚马逊将在德国、法国、意大利、西班牙、英国站点推出亚马逊仓储配送项目,简称AWD。该服务定位为FBA前置仓储,库存可根据需求自动发往FBA仓补货,帮助卖家解决供应链相关难题。

该服务四年前已在美国上线,美国区域卖家还可通过AWD为其他销售渠道供货,目前欧洲区域暂未公布同类功能规划。

4亚马逊2026年底将无人机配送覆盖近500个美国城市

据外媒报道,日前,亚马逊公布Prime Air无人机配送服务扩张计划,年底前覆盖近500个美国城镇,服务范围较当前扩大6倍。今年以来,该服务已完成数十万单配送,日均配送数千单。3月内部全员会议中,Prime Air副总裁David Carbon曾提出2026年完成100万单配送的目标。

当前亚马逊无人机可配送5磅以内、距运营点7.5英里范围内的包裹,近期通过将无人机运营整合进部分机器人分拣中心,扩大了可配送商品范围。该项目正在测试温和配送功能,用可伸缩缆绳将包裹降到地面,替代此前从13英尺高度投放的方式,同时测试适配鸡蛋等易损生鲜商品的配送机制。

5亚马逊印度营收突破3.5万亿卢比 入印13年首次实现盈利

8月20日消息,亚马逊印度市场迎来重要财务转折点。2026财年,亚马逊印度总收入首次突破3.55万亿卢比,同比增长15.5%。在EBITDA连续两年实现正增长的基础上,公司首次实现税息前利润(PBIT)172亿卢比,税后亏损进一步收窄至389.9亿卢比,经营现金流增长至7450亿卢比,标志着亚马逊进入印度市场13年后逐步摆脱长期亏损状态,迈向更加稳健的发展阶段。

【TikTok】

1 TikTok Shop欧洲跨境POP发布“领航计划” 投入10亿级资源激励

8月21日消息,TikTok Shop欧洲跨境POP业务正式发布“领航计划”,宣布投入10亿级资源激励,帮助中国商家以更低门槛、更高效率打开英欧市场。

2 TikTok开发点对点支付功能 支持用户通过私信转账

据外媒报道,日前,有相关信息显示,TikTok正在开发点对点支付功能,支持用户通过直接消息向其他用户转账。该功能若正式推出,将搭载TikTok已有支付产品TikTok Pay实现。TikTok Pay目前已在东南亚地区开放,可用于TikTok Shop的商品购买结算。

据悉,现有美国版iPhone端TikTok应用的隐藏代码中,已出现该功能的相关内容。代码内容提及,收款方可点击操作接收款项,付款方发起转账时可附带留言,使用逻辑与现有支付产品Venmo类似。针对相关信息,TikTok方面在回复种提及,该功能尚未进入测试阶段,仍处于早期开发环节,暂未明确是否及何时面向公众大范围上线。

3 TikTok Shop七月东南亚流量达Shopee 87% 马来西亚实现反超

8月19日消息,2026年7月东南亚电商流量监测数据显示,TikTok Shop在印尼、越南、马来西亚、菲律宾、泰国、新加坡六个市场的总访问量达到4.5689亿次,环比增长4.1%,达到Shopee同期5.2493亿次访问量的87%,较6月的85.9%进一步缩小差距。

从各国市场表现来看,马来西亚TikTok Shop访问量达到5505.15万次,超过Shopee的5200万次,反超约5.9%;印尼市场访问量已接近Shopee的94.7%;越南市场仅相差262万次;菲律宾和新加坡市场分别达到Shopee流量的91.6%和84.7%。泰国市场仍由Shopee占据优势,TikTok Shop流量占比为53.7%。

4 TikTok Shop美区7月消费额超越Target等传统零售商 市场份额一年增长66.7%

8月18日消息,Consumer Edge最新信用卡与借记卡交易分析显示,TikTok Shop美国站7月线上消费额已超过Target、Costco和Home Depot等传统零售企业,平台市场份额从一年前的1.2%提升至2%,同比增长66.7%。虽然目前其规模仍不足沃尔玛的三分之一,且明显低于亚马逊35%的市场占比,但TikTok Shop已跻身美国中型电商平台前列。平台增长模式正在由“拉新扩张”转向“高频复购”。

5 TikTok Shop将于8月31日起强制披露免费样品测评商业合作

8月19日消息,TikTok Shop自2026年8月31日起,将免费样品置换产生的测评短视频纳入强制商业披露范围。即使达人未获得现金报酬,仅通过寄送样品换取内容,发布视频时也必须添加商业合作标识。未按要求进行标注的内容将面临下架、限流及账号权重扣减等处理,此前“赠送样品换取种草、不标注合作以获取自然流量”的操作将受到平台进一步限制。

【阿里巴巴】

1跟进Shopee但下手更轻?Lazada五国站点也正式开征“技术支持费”

8月19日消息,日前,Lazada宣布在马来西亚、新加坡、泰国、越南全量跨境订单及菲律宾站3PF履约订单中正式开征“技术支持费”,由系统自动按订单完成销售额固定比例代扣。

根据规则,该费用适用于创建日期在2026年8月17日当天及以后的订单。马来西亚、新加坡、泰国、越南站点所有跨境商家的所有履约模式订单均需缴纳4%技术支持费;菲律宾站点仅跨境商家使用3PF履约方式的订单需缴纳2%。

值得注意的是,Lazada本次新增的“技术支持费”,在某种程度上无疑是对Shopee既往行动的跟进,但是在收费范围和费率方面都更温和克制。

2阿里最新财报:速卖通实现盈利Brand+品牌买家渗透超30%

8月21日消息,日前,阿里发布2026年6月季度财报。财报显示,国际电商业务方面,得益于物流优化和成本效益提升,速卖通本季度已在经营层面实现盈利,本地商品销售额占比同比持续显著提升。过去数个季度,速卖通加速本地化布局,目前海外托管服务已覆盖全球30多个国家与地区,欧洲官方仓覆盖西班牙、法国、波兰三国,德国官方仓正在建设中。

本地化提速之外,速卖通的品牌化战略是另一大亮点。此前财报显示,速卖通品牌出海Brand+计划带动速卖通品牌活跃买家渗透率超过30%,今年618大促中品牌GMV渗透率已逼近40%。2025年9月,速卖通推出Brand+计划,已成为越来越多品牌的出海新主场。

【拼多多Temu】

1拼多多主站也要发力东南亚?99元免运费门槛降至“一件包邮”、便捷支付渠道同步

据新加坡媒体报道,拼多多主站在东南亚市场已将原先“满99元人民币包邮”的免运门槛降至“一件包邮”,东南亚消费者购买低价商品时无需再通过多件凑单达到免运门槛。

同时,拼多多还宣布,其已上线了线上便捷支付系统PayNow,这是新加坡本地最主流的即时支付系统之一。此外,目前其还支持信用卡、借记卡等多种支付方式。商品从中国发货后,由平台安排物流配送至消费者手中,整体运输时间约为两周。一系列调整动作也意味着,拼多多主站正在进一步降低东南亚消费者跨境购物的门槛。

2 Temu就2亿欧元DSA罚款上诉欧盟

8月19日消息,Temu运营主体PDD Holdings与Whaleco Technology于8月18日经MLex披露,正式就欧盟委员会5月开出的2亿欧元(约2.32亿美元)罚款向欧盟普通法院提起上诉,该罚单指其作为超大型在线平台(VLOP)自2024年10月受查以来,未能系统识别、评估并处置平台内危险婴儿玩具、缺陷充电器等非法商品的系统性风险,违反《数字服务法》(DSA)风险评估义务。

Temu发言人回应称“尊重清晰规则但不同意决定”,强调罚款过高且调查基于2024年旧况、不反映当前系统状态,正审查所有可行方案,同时平台仍须在8月28日前提交整改计划,欧委会将再用两个月核验合规闭环。

【SHEIN】

1 SHEIN中国香港IPO推迟至9月1日 估值锚定260亿-270亿美元

8月21日消息,SHEIN原定于8月底完成的香港IPO推迟至9月1日。知情人士称,由于投资者订单接收略有延迟,同时估值预期下调,公司将于8月24日起启动簿记建档,募资目标约20亿美元,估值锚定260亿—270亿美元,明显低于2022年近1000亿美元的峰值,且不超过300亿美元上限。

【其他平台】

1沃尔玛Q2电商占美国整体业务23% 关税退款推动毛利率提升

日前,沃尔玛发布了2027财年第二季度财报。沃尔玛实现总营收1864亿美元,同比增5.1%;调整后营业利润92亿美元,同比增17.4%;调整后每股收益0.81美元,同比增19.1%。财报发布后,沃尔玛股价盘前跌超10%。

其中,全球电商销售额同比上涨23%,美国本土电商销售额增幅达24%,目前电商业务占美国整体业务比重为23%,规模为五年前的两倍。中国市场净销售额70亿美元,同比增长20.7%,可比销售额增长9.7%。中国电商净销售额同比上涨26%,占整体销售额比例达55%,较去年同期提升超239个基点,成为业绩增长的核心引擎。

2 Wildberries十大物流中心7个停摆 乌无人机袭莫斯科州击穿俄电商仓网

8月17日消息,俄乌冲突外溢至电商物流核心节点:8月16日乌克兰国防部通报,乌军无人机凌晨大规模袭扰莫斯科州后,俄罗斯最大电商平台Wildberries(野莓)旗下规模最大的10个物流中心已有7个停止运营,除多莫杰多沃仓外,占地25万平方米、位于“克列迪诺”工业园区的核心枢纽亦停摆。

# 跨境物流 #

1亚马逊成为西部专用货运走廊首家电商租户 印度铁路网络扩展至100多个城市

8月21日消息,亚马逊近日宣布扩大与印度铁路公司(Indian Railways)及印度专用货运走廊公司(DFCCIL)的合作,成为首家在西部专用货运走廊(Western DFC)首列JPP-RCS列车上运营的电商企业。

此次新增铁路服务采用超过10个Van Parcel货运车厢,每日运行,覆盖德里、艾哈迈达巴德、苏拉特,并连接浦那、孟买和果阿等地区,使亚马逊铁路运输网络从2019年的1列扩展至140多列,覆盖130多条城际线路及100多个城市,为即将到来的印度节日购物季提前做好运力储备。该布局是在2019年首次使用铁路快件、2023年进入专用货运走廊基础上的持续推进。

2 DHL开通中国香港至印度新孟买宽体货机航线 加速南亚货运网络布局

8月20日消息,DHL全球货运正式开通中国香港至印度新孟买(纳维孟买国际机场)的宽体货机包机航线。作为纳维孟买国际机场启用后首批宽体货运航班之一,该航线的开通标志着DHL进一步推进印度市场航空运力布局。

依托纳维孟买机场的区位优势和现代化基础设施,新航线将有效缓解孟买老机场的货运压力,为香港与印度之间的跨境贸易提供更充足的舱位资源和更灵活的运输时效,重点支持电子产品、高端制造以及跨境电商高价值货物的双向运输。此次布局不仅进一步巩固了DHL在亚太至南亚航空货运通道中的地位,也为企业拓展印度及中东非市场提供更加稳定的物流连接,推动其全球航空货运网络持续完善。

# 行业政策与数据 #

1特朗普政府打击关税逃税 矛头指向中国商品经低关税中间国转运

据外媒报道,日前,白宫发布名为《伟大的转运骗局》的报告,将中国商品经低关税中间国转运的行为,定义为隐瞒商品真实原产国的刻意操作。本届政府针对关税逃税的新一轮整治,后续可能引发围绕“中国制造”定义的更大范围争议。

美国现行关税政策客观上促使企业调整生产及货运路线规避关税,加大了贸易执法的复杂度。本次整治面临的核心难点,是在全球化供应链背景下明确产品原产地判定标准,相关规则一旦调整,可能打乱现有国际贸易秩序,影响美国与中国、东盟等国家和地区的贸易关系。

2美海关AI原产地系统准确率达95%750亿美元可疑货物被标记

8月18日消息,美国海关与边境保护局(CBP)联合白宫贸易与制造业政策办公室于2026年8月13日发布《The Great Transshipment Scam(转运大骗局)》报告,宣布“Detective Border”AI原产地核查系统正式进入实战应用阶段。

该系统由供应链AI公司Exiger承建,采用四层筛查机制,包括通过实体解析构建企业所有权图谱、利用异常检测比对各国生产能力与出口规模、借助X光图像语义分析核对报关信息,以及预测并拦截高风险货柜。其原型系统准确率已超过95%,目前累计标记约750亿美元可疑转运货物。报告显示,美国已根据风险程度将中国及40余个国家和地区划分为三个梯队。

本文首发于 亿邦动力 官方网站

文章来源:亿邦动力

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FAQ回顾

2026年7月TikTok Shop东南亚流量表现如何?

2026年7月TikTok Shop东南亚6个市场总访问量达4.5689亿次,环比增长4.1%,达到Shopee同期访问量的87%;其中马来西亚市场访问量反超Shopee约5.9%,印尼市场访问量接近Shopee的94.7%,仅泰国市场Shopee仍占优势。

SHEIN香港IPO最新进展是什么?

SHEIN原定于2026年8月底完成的香港IPO推迟至9月1日,将于8月24日起启动簿记建档,募资目标约20亿美元,估值锚定260亿-270亿美元,明显低于2022年近1000亿美元的峰值,不超过300亿美元上限。

亚马逊2026年美国站黑五网一入仓时间有什么调整?

亚马逊已公布2026年美国站黑五网一库存入仓安排,AWD库存需在10月14日前到仓,选择最少货件拆分的FBA库存需在10月21日前到仓,选择亚马逊优化拆分的FBA库存需在10月28日前到仓,今年旺季入仓截止时间较往年提前。

2026年第二季度速卖通经营情况怎么样?

阿里2026年6月季度财报显示,速卖通本季度在经营层面实现盈利,海外托管服务已覆盖全球30多个国家与地区,品牌出海Brand计划带动品牌活跃买家渗透率超过30%,2026年618大促品牌GMV渗透率逼近40%。

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