In the past 48 hours, the cross-border e-commerce industry has witnessed a series of intensive developments.
These developments not only reflect the rapid development of the industry, but also demonstrate the active layout of each platform in the global market.
First, let’s look at the situation of Coupang.
Its stock price fluctuated around $18. SG Americas Securities increased its holdings by more than 10,000% in the fourth quarter, and the company’s directors spent more than $42 million to increase their holdings.
However, some investment banks have downgraded their ratings, and the market consensus rating is “hold.”
In terms of business expansion, Coupang launched a special area for the Italian market on March 27, and joined hands with the Italian Trade Agency to introduce well-known local brands and deepen its efforts in vertical categories and global product selection. This move will help it develop in the Italian specialty market.
Amazon has released a “next-generation cross-border chain” strategy aimed at upgrading its smart supply chain.
Its core strategy proposes the vision of “one inventory pool supplying the whole world”, using digital supply chain, product innovation, and global layout as the three major engines to create the next generation of cross-border links.
Amazon has invested hundreds of billions of dollars in cloud and AI infrastructure, and the Shenzhen global smart hub warehouse opened in March.
At the same time, the compliance incubator helped 50,000+ Chinese sellers complete EU certification, and Chinese sellers’ sales in emerging markets such as Latin America and Europe increased significantly.
From March 31st to April 2nd, the EU Parliament delegation will visit China.
They will communicate with Alibaba and SHEIN in Beijing, communicate directly with Temu in Shanghai, and inspect China’s customs supervision.
This is taking place against the backdrop of the continued tightening of e-commerce regulation in the EU. This visit is the beginning of an intensive dialogue on digital economy and trade regulation between China and Europe.
TikTok Shop is showing explosive growth in the British, European and Japanese markets.
The number of daily active users in the UK and Europe has exceeded 200 million, cross-border merchants have increased 7 times year-on-year, merchants, experts, and service providers have settled in to form a complete ecosystem, and the growth rate of Japanese live streaming e-commerce has exceeded expectations.
In 2026, TikTok Shop will increase investment in European and Japanese resources, focus on brand building, local delivery, multi-market operations, and standardize and support high-quality AI content.
It also launched policies such as commission reductions and exemptions for new merchants, subsidies for key products, cooperation with experts, promotion traffic tilt, and advertising bonuses, and upgraded the “GMV Max” tool to optimize budget allocation and ROI.
In terms of domestic capital, Shenzhen Qian’an Technology mainly sells its own brands overseas. Its Ohuhu, iClever and other brands lead the Amazon segment, with overseas revenue accounting for more than 99.5%.
Revenue and net profit will continue to grow from 2023 to 2025, and it plans to raise 480 million yuan for product research and development, supply chain construction, brand promotion, etc., and has successfully passed the meeting on the Beijing Stock Exchange, which means that the industry capitalization process is accelerating.
In addition, on April 20, Yibang Power will hold the third DTC Brand Overseas User Growth Summit in Shenzhen, focusing on the brand’s global growth strategy.
From the perspective of industry trends, cross-border e-commerce is shifting from traffic competition to supply chain intelligence, product innovation, and global layout capabilities. The scale of the global retail e-commerce market is also continuing to expand.
