必看 3大市场10大行业 速卖通2026掘金地图首度公开

This article covers AliExpress' first public "2026 Cross-Border E-Commerce Gold Rush Map", which outlines high-growth opportunities across three core markets: the U.S., South Korea, and Latin America, summarizing key takeaways for readers interested in cross-border expansion.

1. U.S. Market: As China-U.S. trade relations stabilize, operational certainty has improved significantly. AliExpress' Brand Globalization Program has achieved over 30% penetration among active buyers, positioning the market for a new growth boom.

2. South Korean Market: Data from the first four months of this year confirms AliExpress ranks as the top cross-border e-commerce platform in South Korea, with a high average order value (AOV) of 407,000 KRW. Its core user base is concentrated in the 30 to 40-year-old age group.

3. Latin American Market: The Brazilian government has eliminated federal import taxes on goods under $50, creating significant policy dividends. AliExpress has already updated its tax policies to align with the change, making this an ideal window to enter and capture market share. Currently, AliExpress ranks third globally in e-commerce traffic.

Cross-border competition in 2026 will center on policy sensitivity and refined operations. Aspiring cross-border sellers can use this "Gold Rush Map" to guide their strategic planning.

This article outlines the latest expansion opportunities, consumer trends and channel advantages across three core markets on the AliExpress platform for brands looking to go global, helping brands map their cross-border growth paths.

1. Channel Building Opportunities: With a stabilizing trade environment and improved operational certainty in the U.S. market, AliExpress' Brand Globalization Program has exceeded 30% active buyer penetration, establishing the platform as a new major hub for Chinese brands going global. It offers an opportunity to diversify traffic away from Amazon and build a new high-growth sales channel.

2. Pricing and Audience Trends: AliExpress is now the undisputed top cross-border platform in South Korea, with a positioning focused on high AOV. Its core customer base of 30 to 40-year-olds boasts strong purchasing power, making it an ideal market for brands to launch mid-to-high-end products and capture higher margins.

3. New Market Growth Opportunities: Brazil's cuts to federal taxes on goods under $50 have created direct policy-driven stimulus for order growth, and AliExpress has already aligned its policies with the change. This is an optimal window for brands to capture mindshare among Latin American consumers. Amid tightening overseas compliance requirements, brand competition now centers on capturing regional policy dividends and executing refined operations, which can be achieved by leveraging the platform's existing resources.

This article breaks down AliExpress' three high-priority growth markets for 2026, interprets the latest policy changes, and delivers clear opportunity alerts and strategic guidance for cross-border sellers.

1. Latest Policy Interpretation: For the U.S., warming and stabilizing China-U.S. trade relations have reduced operational uncertainty and created a more stable business environment. For Brazil, the cut to federal taxes on goods under $50 went into effect immediately on AliExpress, allowing sellers to access the policy benefits directly.

2. Incremental Growth Opportunities: All three markets offer clear room for expansion. The U.S. is poised for a new growth boom; AliExpress holds the top spot among cross-border platforms in South Korea, where high AOV translates to higher margins and the core customer base has stable purchasing power; and Brazil is set to see a surge in orders driven by the new tariff benefits.

3. Risk Notes and Capability Requirements: Amid rising overseas compliance standards, cross-border competition in 2026 will hinge on policy sensitivity and refined operations. Sellers can leverage AliExpress' official guidance to avoid pitfalls and capture growth, adjusting their H2 strategy ahead of time to lock in new opportunities.

This article outlines the latest business opportunities across three core markets for factories with cross-border operations, and clarifies the direction for factories pursuing digital e-commerce transformation.

1. Branding Opportunities: With a stable trade environment in the U.S. and a mature Brand Globalization Program that delivers over 30% active buyer penetration on AliExpress, factories with a background in OEM manufacturing can leverage platform policies to build their own brands, access the overseas consumer market directly, and escape the low-margin trap of contract manufacturing.

2. Product Development Direction: In South Korea, AliExpress focuses on high-AOV segments, with a core user base of 30 to 40-year-old middle-income consumers. Factories can develop high-quality products tailored to the needs of this group to capture share in the high-margin market.

3. New Market Expansion Opportunities: Brazil's tax exemption for goods under $50 delivers clear incremental order growth. Factories can use low-priced引流 products to enter the Latin American market and quickly open up new incremental growth space.

Amid rising compliance requirements, factories need to improve their sensitivity to regional policies, advance refined operations, and leverage platform dividends to drive growth.

This article reveals the latest development trends in the cross-border e-commerce industry, and clarifies the future business direction and market opportunities for cross-border service providers.

1. Industry Development Trends: The global cross-border e-commerce traffic landscape is now led by three players: Amazon, Temu, and AliExpress. As a Chinese-led cross-border platform, AliExpress is focusing its deep expansion on three core markets – the U.S., South Korea, and Latin America – pursuing a differentiated strategy of deep regional penetration. The industry is increasingly concentrating around top platforms, with growing regional divergence.

2. Core Client Pain Points: Amid continuous tightening of overseas compliance requirements, a large number of cross-border merchants lack clear growth roadmaps, and generally struggle to accurately interpret regional market policies and execute refined operations, creating strong unmet demand for supporting services.

3. Solution and Business Direction: Service providers can build service offerings focused on compliance, localized operations and policy interpretation for the three high-priority markets, developing tailored services to meet merchants' needs to capture policy dividends and upgrade their operational capabilities. This allows service providers to capture a new wave of business growth by aligning with the platform's expansion direction to capture incremental demand.

This article introduces AliExpress' latest expansion strategy for 2026, providing a clear reference for other cross-border platforms on market positioning, merchant recruitment and operations.

1. Market Positioning Direction: AliExpress has designated the U.S., South Korea, and Latin America as its core expansion markets for 2026, leaning into the unique dividends of each: it capitalizes on trade stability in the U.S., pursues differentiated competition via a high-AOV positioning in South Korea, and attracts merchants by leaning into the policy dividend of tariff cuts in Latin America.

2. Latest Platform Operation Practices: It rapidly responds to regional policy changes, aligning its own tax policies immediately after Brazil's tariff cut to help merchants access benefits as soon as possible; it has launched a dedicated brand globalization program for branded merchants to increase their traffic penetration, as a way to attract top brand tenants to the platform.

3. Risk Mitigation Direction: Facing rising global compliance requirements, platforms need to provide merchants with clear policy interpretation and risk guidance to help them pass compliance tests, which in turn boosts merchant retention. Platforms also need to proactively track regional policy changes, adjust their platform strategies, and capture dividend windows to attract both merchants and users.

This article reveals the latest development trends of China's cross-border e-commerce export industry, providing first-hand industry data for industrial research.

1. New Industrial Trends: A new global cross-border e-commerce traffic landscape has formed, with AliExpress holding steady in third place behind only Amazon and Temu, putting it in the first tier of global e-commerce traffic. Leveraging China's supply chain advantages, it is now challenging incumbent top platforms, with a regional focus on deep expansion in the U.S., South Korea, and Latin America.

2. New Shifts in Industrial Competition: Amid rising overseas compliance requirements, the competitive logic of cross-border e-commerce has shifted from early-stage competition for traffic, to competition based on the ability to capture regional policy dividends and execute refined operations. Policy dividends in emerging markets have become the new core growth driver.

3. New Directions in Business Models: By proactively interpreting regional policies and providing tailored dividend interpretation and operational guidance to merchants, AliExpress has built a service-oriented platform model focused on deep regional penetration, distinct from the early mass traffic bulk listing model. This provides a new research direction for the future development of cross-border e-commerce platforms.