International outlook
Temu became the world's second-largest e-commerce giant
On January 10, it was reported that Temu, a cross-border e-commerce platform under Pinduoduo, rose rapidly in just six months and became the world's second largest retail giant. Over the past six months, temu has seen a growing number of users. In December 2023, TEMU saw 46.7 billion, the same as Aliexpress, ranking second. Amazon at 265.9 billion users ranked first. Shein has 1With 72.3 billion users, it ranked third.
Google will completely eliminate cookies by the end of the year, and the advertising industry is facing a big change
Recently, Google's Chrome browser released a beta feature called "Tracking Protection" to collect analytics, personalize online ads, and monitor browsing. The feature, which will cut off access to third-party cookies, was opened to 1% of its users (about 30 million people) on January 4, meaning that Google has disabled cookies for 30 million users.
Lazada released a product selection strategy for the Thai market
Lazada recently released a product selection strategy for the Thai market. It is understood that Thai consumers are very keen on online shopping, and by 2025, the size of Thailand's e-commerce market is expected to reach 32 billion US dollars, and cross-border e-commerce still has a lot of room for growth. In terms of local culture, colored wallets are quite popular locally, and merchants are advised to customize multiple color SKUs for wallets.
The wave of Amazon's strike in the UK is still not over, and another warehouse worker is demanding a pay rise
According to foreign media reports, the British GMB trade union said on Tuesday (January 9) that workers at Amazon's new distribution center in Birmingham will have voted to join the strike action initiated by the union. According to GMB, about 100 workers at the warehouse will go on strike on January 25 due to dissatisfaction with wages and working conditions.
Domestic dynamics
Wenzhou's first international first-line bonded warehouse for high-end consumer goods will be opened
Wenzhou's first international first-line bonded warehouse for high-end consumer goods will be officially opened in Wenzhou Comprehensive Bonded Zone on January 16, and will carry out various businesses of cross-border e-commerce bonded import and export. Relying on the offline bonded warehouse and the online cross-border platform, the bonded warehouse establishes one-stop comprehensive services for cross-border imports such as first-chain management, bonded warehousing, cross-border live broadcast, cross-border payment, digital customs clearance, logistics and distribution, and develops an operation mode of offline display, online ordering, and fast arrival.
There are many cars and few piles, and charging piles accelerate overseas "grabbing".
According to data from the IEA, an overseas agency, from 2016 to 2022, the number of charging stations in the United States increased by 450,000 units increased to 1440,000 units, with an average annual compound growth rate of 213%, the number of charging stations in Europe increased from 770,000 units increased to 4790,000 units, with an average annual compound growth rate of 356%。However, the contradiction between the number of charging piles and the number of new energy vehicles is becoming increasingly prominent. According to the Ali International Station Cross-border Index, in 2022, the overseas business opportunities of new energy vehicle charging piles will grow rapidly by 245%, and on this basis, it is expected that the overseas demand for charging piles is expected to triple in the next ten years, and the market size is expected to reach 15.4 billion euros, or about 113.2 billion yuan. In the face of business opportunities for charging piles in overseas markets, domestic charging pile companies that have experienced "involution" have also gone to sea to dig gold.