跨境电商周报：TikTok Shop东南亚上线独立应用；亚马逊美国站费用上调

作者：亿邦动力文章来源：亿邦动力

2026-11-08 19:47

作者：亿邦动力文章来源：亿邦动力

2026-11-08 19:47

邦小白快读

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总1 平台促销与关键时间点

1. 亚马逊美国站黑五网一秒杀及Z划算提报截止延至11月13日，活动于11月19日至11月30日举行，11月、12月符合条件的订单可退货至2027年1月31日。

2. 亚马逊英国站卖家钱包上线，英国本地银行英镑转账免手续费，境外卖家可留存英镑付款或兑换20多种货币。

总2 费用与合规实操

1. 亚马逊美国站2027年费用调整：明年1月15日起“买X赠Y”促销收5美元预付费用和2%可变费用，可变费用上限2000美元；明年2月起促销按月计费；FBA配送费平均每件上调0.19美元，约占售价0.8%。

2. 欧盟11月1日起，价值低于150欧元货件需报关商品编码PID，所有跨境货件收2欧元海关处理费，并叠加7月按商品税目每类3欧元关税。菲律宾正研究取消1万比索以下进口商品免税。

总3 市场与消费信号

1. 速卖通美国双11游戏及配件增9倍、3D打印及耗材增28倍、mini PC增35倍；欧盟本地成交占比63%，波兰、西班牙超70%，本地官方仓单量环比618大促涨9倍。

2. Circana显示，57%美国消费者认为经济一般或较差，49%计划缩减假日开支，近四分之三打算省钱，30%多买促销品、19%兑积分、18%多买自有品牌、18%更频用会员计划。

总1 消费趋势与用户行为

1. 美国消费者信心与支出意愿出现落差：57%认为经济一般或较差，49%计划缩减假日开支；省钱方式包括多买促销品、兑积分、买自有品牌和更频用会员计划。

2. 速卖通美国双11中游戏及配件增9倍、3D打印及耗材增28倍、mini PC增35倍，需求向零配件、电子娱乐、科技制造等差异化品类集中。欧盟本地成交占比63%，波兰、西班牙超70%，本地仓发成为增长驱动力。

总2 品牌渠道与营销工具

1. TikTok Shop在东南亚四国上线独立应用，提供直播及短视频购物入口、专属折扣、免运费、首单权益，引导用户在主站外完成消费。

2. Meta出海体验中心扩展至广州、深圳，围绕平台能力、本地服务、生态资源提供专家培训、广告策略，并连接独立站、支付、物流资源。Snap效果广告增长强劲，Sponsored Snaps广告营收环比增56%，Promoted Places广告营收及广告主数量环比翻倍。

总3 定价成本与渠道布局

1. 亚马逊美国站2027年上调“买X赠Y”促销费和FBA配送费；欧盟新增2欧元海关处理费并叠加3欧元关税、强制商品编码；菲律宾研究取消1万比索以下进口免税，品牌需重算跨境定价与合规成本。

2. SHEIN斥资5亿欧元扩建波兰物流中心，累计投资将达10亿欧元，并与超过230家波兰中小企业合作；法国Q3 Temu、SHEIN、速卖通流量显著下降，提示渠道流量波动。

总1 政策合规与风险提示

1. 欧盟11月1日起，低值跨境货件需提供商品编码PID，所有货件收2欧元海关处理费，并叠加每类商品3欧元关税；商家PID与非标准PID为强制必填。菲律宾拟取消1万比索以下进口免税，需关注落地。

2. 亚马逊美国站2027年上调“买X赠Y”促销费和FBA配送费，促销改为按月计费。法国Q3 Temu月均独立访客环比降28.3%、SHEIN降34.6%、速卖通降11.1%，美国49%消费者计划缩减假日开支。

总2 增长市场与机会

1. 速卖通美国双11多个品类爆发，游戏及配件增9倍、3D打印及耗材增28倍、mini PC增35倍；欧盟本地成交占比63%，波兰、西班牙超70%，本地官方仓单量环比618涨9倍，西班牙、法国、波兰23个地区提供次日达。

2. TikTok Shop在新加坡、马来西亚、泰国、菲律宾上线独立应用，提供直播短视频购物、专属折扣、免运费和首单权益；沃尔玛Walmart+进入墨西哥，Coupang在台湾建成第四座智能物流中心并引入凌晨配送。

总3 可学习点与合作方式

1. 亚马逊英国卖家钱包可留存英镑、免手续费向英国本地银行转账，境外卖家可兑换20多种货币，利于现金流管理。

2. SHEIN扩建波兰物流中心，计划到2026年底员工超1万名、配备6500多台自主机器人，并与230多家波兰中小企业合作；卖家可关注本地仓发、自动化履约和生态合作。

总1 产品需求与设计机会

1. 速卖通美国双11显示，游戏及配件增长9倍、3D打印及耗材增长28倍、mini PC增长35倍，美国消费者跨境需求加速向零配件、电子娱乐、科技制造等更具产品力与差异化的品类集中。

2. 工厂可围绕这些高增长品类关注产品设计、配套件和耗材需求，但文章未给出具体规格，重点信号是差异化产品力比普通低价商品更受关注。

总2 数字化与自动化启示

1. SHEIN扩建波兰物流中心，预计到2026年底员工超1万名，配备6500多台自主机器人，招聘涉及物流、供应链管理、技术及仓库运营。

2. 美客多墨西哥首个智能化机器人履约中心首期部署240台机器人，全面建成后扩至1000台，项目投资6.04亿美元；Coupang在桃园建成第四座智能物流中心并引入凌晨配送。工厂可从中看到仓储履约自动化、智能机器人应用和数字化运营方向。

总3 商业机会与履约协作

1. SHEIN与超过230家波兰中小企业合作，为其提供商品、运输及相关服务，显示大型跨境企业存在本地供应与物流服务合作需求。

2. 俄罗斯优质仓储Q3成交253万平米，同比增4.1倍，电商大卖家活跃度回升、平台卖家转向自建仓储与履约，推高优质仓吸纳量。工厂推进电商化需重视本地仓、履约时效和供应链协同。

总1 行业趋势与客户痛点

1. 跨境电商本地化履约加速：速卖通欧盟本地成交占比63%，波兰、西班牙超70%，本地官方仓单量环比618涨9倍，西班牙、法国、波兰23个地区提供次日达。

2. 合规与成本痛点突出：欧盟11月起低值货件需商品编码PID，所有跨境货件收2欧元海关处理费，并叠加每类商品3欧元关税；菲律宾拟取消1万比索以下进口免税；亚马逊美国站促销费和FBA配送费上调。

总2 新技术与解决方案

1. 物流自动化成为方案：SHEIN波兰物流中心扩建后将配备6500多台自主机器人；美客多墨西哥智能履约中心首期240台机器人、全面1000台，投资6.04亿美元；Coupang在台湾建成第四座智能物流中心并引入凌晨配送。

2. 资金与营销服务工具丰富：亚马逊英国卖家钱包支持英镑留存、本地银行免手续费转账及20多种货币兑换；Meta出海体验中心提供专家培训、广告策略并连接独立站、支付、物流资源；Snap效果广告中Sponsored Snaps营收环比增56%，Promoted Places营收及广告主数量环比翻倍。

总3 市场变化与服务机会

1. 法国Q3 Temu、SHEIN、速卖通月均独立访客分别环比降28.3%、34.6%、11.1%，亚马逊以4140万居首，流量格局变化需要服务商提供渠道优化。

2. 美国57%消费者认为经济欠佳、49%计划缩减假日开支，消费者更依赖促销、积分、自有品牌和会员计划；服务商可围绕合规申报、本地仓发、自动化履约、广告效果和现金流管理形成解决方案。

总1 平台最新做法

1. TikTok Shop在新加坡、马来西亚、泰国、菲律宾上线独立应用，配备个性化推荐、直播及短视频购物入口、应用内结算、订单追踪和客服，并用专属折扣、免运费、首单权益引导消费。

2. 亚马逊英国站上线卖家钱包，本地银行英镑转账免手续费；美国站黑五网一提报延至11月13日，活动11月19日至30日，并延长假日退货至2027年1月31日。速卖通海外双11强化本地仓发和23个地区次日达；SHEIN斥资5亿欧元扩建波兰物流中心；美客多墨西哥智能履约中心首期240台机器人。

总2 商家需求与平台问题

1. 商家面临欧盟商品编码PID申报、2欧元海关处理费和3欧元关税叠加，菲律宾拟取消1万比索以下免税，亚马逊美国站促销费与FBA配送费上调。

2. 法国Q3 Temu、SHEIN、速卖通流量显著下降；美国49%消费者计划缩减假日开支；俄罗斯平台卖家转向自建仓储与履约，推高优质仓吸纳量，反映商家对本地履约和降本增效的需求。

总3 招商运营与风向规避

1. 平台可通过独立应用专属权益、免运费和首单权益拉动新客；通过本地仓、次日达提升履约确定性；通过钱包和多币种服务改善卖家资金流。

2. Meta出海体验中心以平台能力、本地服务、生态资源连接独立站、支付、物流；沃尔玛Walmart+进入墨西哥以会员费换免费配送、流媒体、通信流量和医疗健康权益。平台需帮助商家应对合规成本、流量波动与消费谨慎，并借自动化物流降低履约成本。

总1 产业新动向

1. 平台独立化与本地化并行：TikTok Shop在东南亚四国上线独立应用；速卖通欧盟本地成交占比63%，波兰、西班牙超70%，本地官方仓单量环比618涨9倍，23个地区提供次日达。

2. 物流自动化投资加快：SHEIN 2026年投资5亿欧元扩建波兰物流中心，累计将达10亿欧元，配备6500多台自主机器人；美客多墨西哥智能履约中心投资6.04亿美元，机器人由240台扩至1000台；Coupang在台湾建成第四座智能物流中心并引入凌晨配送。

总2 政策法规与新问题

1. 欧盟11月起对低值跨境货件要求商品编码PID，所有货件收2欧元海关处理费，并叠加7月每类商品3欧元关税；菲律宾财政部研究取消1万比索以下进口免税，理由是税收流失和本土中小微企业竞争压力。

2. 亚马逊美国站2027年上调促销费与FBA配送费；法国Q3 Temu、SHEIN、速卖通流量下降；美国57%消费者认为经济欠佳、49%计划缩减假日开支；俄罗斯优质仓Q3成交253万平米，同比增4.1倍，平台卖家转向自建仓储。

总3 商业模式与启示

1. 出现独立应用加专属权益、平台钱包加多币种、本地仓发加次日达、出海体验中心加生态资源、会员订阅加流媒体通信医疗权益等模式。

2. 启示在于合规成本上升和消费谨慎会推动平台与商家强化本地履约、自动化仓储、促销与会员运营；SHEIN与230多家波兰中小企业合作，也显示大型跨境企业与本地供应链协作的组织方式。

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Quick Summary

Summary 1: Platform promotions and key deadlines

1. Amazon US has extended the submission deadline for Black Friday/Cyber Monday Lightning Deals and Z-Deals to Nov 13; the event runs Nov 19–30, and eligible orders in November and December can be returned through Jan 31, 2027.

2. Amazon UK launched Seller Wallet; GBP transfers to local UK banks are fee-free, and overseas sellers can hold GBP payments or convert to 20+ currencies.

Summary 2: Fees and compliance operations

1. Amazon US 2027 fee changes: from Jan 15, 2027, Buy X Get Y promotions incur a $5 upfront fee and a 2% variable fee, capped at $2,000; from Feb 2027, promotions are billed monthly; average FBA fulfillment fees rise by $0.19 per unit, about 0.8% of the selling price.

2. From Nov 1, EU shipments valued below €150 require product code PID for customs declaration; all cross-border shipments incur a €2 customs processing fee, plus the July tariff of €3 per product category. The Philippines is studying removal of duty-free treatment for imports below PHP 10,000.

Summary 3: Market and consumer signals

1. AliExpress US 11.11: games and accessories up 9x, 3D printing and consumables up 28x, mini PCs up 35x; EU local transaction share was 63%, with Poland and Spain above 70%; local official warehouse order volume rose 9x vs. the 618 promotion.

2. Circana shows 57% of US consumers view the economy as fair or poor, 49% plan to cut holiday spending, nearly three-quarters intend to save money, 30% will buy more promotional items, 19% will redeem points, 18% will buy more private-label goods, and 18% will use membership programs more frequently.

Summary 1: Consumer trends and user behavior

1. A gap has emerged between US consumer confidence and willingness to spend: 57% view the economy as fair or poor, and 49% plan to cut holiday spending. Money-saving methods include buying more promotional items, redeeming points, purchasing more private-label products, and using membership programs more frequently.

2. During AliExpress US 11.11, games and accessories grew 9x, 3D printing and consumables 28x, and mini PCs 35x, with demand concentrating in differentiated categories such as components, electronic entertainment, and technology manufacturing. In the EU, local transaction share reached 63%, with Poland and Spain above 70%; local warehouse fulfillment became a growth driver.

Summary 2: Brand channels and marketing tools

1. TikTok Shop launched standalone apps in four Southeast Asian countries, offering livestream and short-video shopping entry points, exclusive discounts, free shipping, and first-order benefits to steer users to complete purchases outside the main app.

2. Meta's cross-border experience centers expanded to Guangzhou and Shenzhen, providing expert training and advertising strategies around platform capabilities, local services, and ecosystem resources, while connecting independent sites, payment, and logistics resources. Snap's performance ads grew strongly: Sponsored Snaps ad revenue rose 56% QoQ, and Promoted Places ad revenue and advertiser count doubled QoQ.

Summary 3: Pricing costs and channel layout

1. Amazon US will raise Buy X Get Y promotion fees and FBA fulfillment fees in 2027; the EU added a €2 customs processing fee plus a €3 tariff and mandatory product codes; the Philippines is studying removal of duty-free treatment for imports below PHP 10,000. Brands need to recalculate cross-border pricing and compliance costs.

2. SHEIN is investing €500 million to expand its Polish logistics center, with cumulative investment to reach €1 billion, and is partnering with more than 230 Polish SMEs. In France, Q3 traffic for Temu, SHEIN, and AliExpress fell significantly, signaling channel traffic volatility.

Summary 1: Policy compliance and risk alerts

1. From Nov 1, the EU requires product code PID for low-value cross-border shipments; all shipments incur a €2 customs processing fee plus a €3 tariff per product category. Merchant PID and non-standard PID are mandatory fields. The Philippines plans to remove duty-free treatment for imports below PHP 10,000; implementation should be monitored.

2. Amazon US will raise Buy X Get Y promotion fees and FBA fulfillment fees in 2027, with promotions billed monthly. In France, Q3 average monthly unique visitors fell 28.3% QoQ for Temu, 34.6% for SHEIN, and 11.1% for AliExpress; 49% of US consumers plan to cut holiday spending.

Summary 2: Growth markets and opportunities

1. AliExpress US 11.11 saw multiple categories surge: games and accessories up 9x, 3D printing and consumables up 28x, and mini PCs up 35x. In the EU, local transaction share was 63%, with Poland and Spain above 70%; local official warehouse order volume rose 9x vs. the 618 promotion; 23 regions in Spain, France, and Poland offer next-day delivery.

2. TikTok Shop launched standalone apps in Singapore, Malaysia, Thailand, and the Philippines, offering livestream and short-video shopping, exclusive discounts, free shipping, and first-order benefits. Walmart+ entered Mexico, and Coupang built its fourth smart logistics center in Taiwan and introduced dawn delivery.

Summary 3: Lessons and partnership approaches

1. Amazon UK Seller Wallet lets sellers hold GBP and transfer to local UK banks fee-free; overseas sellers can convert to 20+ currencies, supporting cash flow management.

2. SHEIN is expanding its Polish logistics center, targeting more than 10,000 employees and over 6,500 autonomous robots by the end of 2026, and partnering with more than 230 Polish SMEs. Sellers should watch local warehouse fulfillment, automated fulfillment, and ecosystem partnerships.

Summary 1: Product demand and design opportunities

1. AliExpress US 11.11 shows games and accessories up 9x, 3D printing and consumables up 28x, and mini PCs up 35x. US consumer cross-border demand is accelerating toward categories with stronger product capability and differentiation, such as components, electronic entertainment, and technology manufacturing.

2. Factories can focus on product design, supporting components, and consumables demand around these high-growth categories, but the article does not provide specific specifications; the key signal is that differentiated product capability attracts more attention than ordinary low-priced goods.

Summary 2: Digitalization and automation implications

1. SHEIN is expanding its Polish logistics center, expecting more than 10,000 employees and over 6,500 autonomous robots by the end of 2026; hiring covers logistics, supply chain management, technology, and warehouse operations.

2. Mercado Libre's first intelligent robotic fulfillment center in Mexico initially deployed 240 robots, to expand to 1,000 at full build-out, with a $604 million investment. Coupang built its fourth smart logistics center in Taoyuan and introduced dawn delivery. Factories can see directions in warehouse fulfillment automation, intelligent robot applications, and digital operations.

Summary 3: Business opportunities and fulfillment collaboration

1. SHEIN partners with more than 230 Polish SMEs, providing goods, transportation, and related services, indicating that large cross-border companies have local supply and logistics service partnership needs.

2. In Russia, quality warehouse transactions reached 2.53 million sqm in Q3, up 4.1x YoY. Activity among large e-commerce sellers rebounded, and marketplace sellers shifted toward self-built warehousing and fulfillment, driving up absorption of quality warehouse space. Factories advancing e-commerce should focus on local warehouses, fulfillment timeliness, and supply chain coordination.

Summary 1: Industry trends and customer pain points

1. Localized fulfillment in cross-border e-commerce is accelerating: AliExpress's EU local transaction share reached 63%, with Poland and Spain above 70%; local official warehouse order volume rose 9x vs. the 618 promotion; 23 regions in Spain, France, and Poland offer next-day delivery.

2. Compliance and cost pain points are prominent: from November, the EU requires product code PID for low-value shipments; all cross-border shipments incur a €2 customs processing fee plus a €3 tariff per product category; the Philippines plans to remove duty-free treatment for imports below PHP 10,000; Amazon US is raising promotion fees and FBA fulfillment fees.

Summary 2: New technologies and solutions

1. Logistics automation is becoming a solution: after expansion, SHEIN's Polish logistics center will be equipped with more than 6,500 autonomous robots; Mercado Libre's Mexico intelligent fulfillment center has 240 robots in the first phase and 1,000 at full build-out, with a $604 million investment; Coupang built its fourth smart logistics center in Taiwan and introduced dawn delivery.

2. Funding and marketing service tools are expanding: Amazon UK Seller Wallet supports GBP holding, fee-free transfers to local banks, and conversion to 20+ currencies; Meta's cross-border experience centers provide expert training and advertising strategies and connect independent sites, payment, and logistics resources; in Snap performance ads, Sponsored Snaps revenue rose 56% QoQ, and Promoted Places revenue and advertiser count doubled QoQ.

Summary 3: Market changes and service opportunities

1. In France, Q3 average monthly unique visitors fell 28.3% QoQ for Temu, 34.6% for SHEIN, and 11.1% for AliExpress; Amazon ranked first with 41.4 million, and changes in the traffic landscape require service providers to offer channel optimization.

2. In the US, 57% of consumers view the economy as poor, and 49% plan to cut holiday spending; consumers rely more on promotions, points, private labels, and membership programs. Service providers can build solutions around compliance filing, local warehouse fulfillment, automated fulfillment, advertising effectiveness, and cash flow management.

Summary 1: Latest platform practices

1. TikTok Shop launched standalone apps in Singapore, Malaysia, Thailand, and the Philippines, featuring personalized recommendations, livestream and short-video shopping entry points, in-app checkout, order tracking, and customer service, while using exclusive discounts, free shipping, and first-order benefits to drive purchases.

2. Amazon UK launched Seller Wallet, with fee-free GBP transfers to local banks; on Amazon US, Black Friday/Cyber Monday submissions were extended to Nov 13, the event runs Nov 19–30, and holiday returns were extended to Jan 31, 2027. AliExpress's overseas 11.11 strengthened local warehouse fulfillment and next-day delivery in 23 regions; SHEIN is investing €500 million to expand its Polish logistics center; Mercado Libre's Mexico intelligent fulfillment center has 240 robots in the first phase.

Summary 2: Merchant needs and platform issues

1. Merchants face EU product code PID filing, a €2 customs processing fee plus a €3 tariff, the Philippines' planned removal of duty-free treatment below PHP 10,000, and higher Amazon US promotion fees and FBA fulfillment fees.

2. In France, Q3 traffic for Temu, SHEIN, and AliExpress fell significantly; 49% of US consumers plan to cut holiday spending; Russian marketplace sellers are shifting to self-built warehousing and fulfillment, driving up absorption of quality warehouse space, reflecting merchants' demand for local fulfillment and cost efficiency.

Summary 3: Merchant acquisition, operations, and risk avoidance

1. Platforms can attract new customers through exclusive benefits, free shipping, and first-order benefits in standalone apps; improve fulfillment certainty through local warehouses and next-day delivery; and improve seller cash flow through wallets and multi-currency services.

2. Meta's cross-border experience centers connect independent sites, payment, and logistics through platform capabilities, local services, and ecosystem resources; Walmart+ entered Mexico, exchanging membership fees for free delivery, streaming, communications data, and healthcare benefits. Platforms need to help merchants cope with compliance costs, traffic volatility, and cautious consumption, and use automated logistics to reduce fulfillment costs.

Summary 1: New industry developments

1. Platform independence and localization are advancing in parallel: TikTok Shop launched standalone apps in four Southeast Asian countries; AliExpress's EU local transaction share reached 63%, with Poland and Spain above 70%; local official warehouse order volume rose 9x vs. the 618 promotion; 23 regions offer next-day delivery.

2. Investment in logistics automation is accelerating: SHEIN will invest €500 million in 2026 to expand its Polish logistics center, with cumulative investment reaching €1 billion and more than 6,500 autonomous robots; Mercado Libre's Mexico intelligent fulfillment center represents a $604 million investment, with robots expanding from 240 to 1,000; Coupang built its fourth smart logistics center in Taiwan and introduced dawn delivery.

Summary 2: Policies, regulations, and new issues

1. From November, the EU requires product code PID for low-value cross-border shipments; all shipments incur a €2 customs processing fee, plus the July tariff of €3 per product category. The Philippines Ministry of Finance is studying removal of duty-free treatment for imports below PHP 10,000, citing tax losses and competitive pressure on local MSMEs.

2. Amazon US will raise promotion fees and FBA fulfillment fees in 2027; in France, Q3 traffic for Temu, SHEIN, and AliExpress declined; 57% of US consumers view the economy as poor, and 49% plan to cut holiday spending; in Russia, quality warehouse transactions reached 2.53 million sqm in Q3, up 4.1x YoY, as marketplace sellers shift toward self-built warehousing.

Summary 3: Business models and implications

1. Models are emerging that combine standalone apps with exclusive benefits, platform wallets with multi-currency support, local warehouse fulfillment with next-day delivery, cross-border experience centers with ecosystem resources, and membership subscriptions with streaming, communications, and healthcare benefits.

2. The implication is that rising compliance costs and cautious consumption will push platforms and merchants to strengthen local fulfillment, automated warehousing, promotions, and membership operations; SHEIN's partnership with more than 230 Polish SMEs also illustrates how large cross-border companies organize collaboration with local supply chains.

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 .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

平台动向

亚马逊

1 亚马逊卖家钱包在英国站上线本地转账可免手续费

亚马逊卖家钱包正式登陆英国。该功能直接内嵌于卖家后台Seller Central，英国本土及境外卖家均可持有英镑资金，直接向英国供应商付款，快速完成向英国本地银行账户的资金划转。面向英国本地银行的英镑转账全程免手续费，到账速度快，可满足卖家本土业务的资金取用需求。

针对英国境外卖家，英镑钱包可进一步优化营收兑换与现金流管理流程。卖家可选择留存英镑资金用于支付英国供应商款项，也可将资金兑换为超过20种货币完成跨境划转。

2 亚马逊美国站黑五网一促销提报延期，旺季退货窗口延至明年1月底

亚马逊全球开店发布通知，将2026年美国站黑五网一秒杀/Z划算提报截止日期延长至11月13日。同时，亚马逊美国站公布假日季延长退货政策，符合条件的11月、12月订单可退货至2027年1月31日。

根据官方公布的活动安排，今年亚马逊美国站、加拿大站黑五网一将于11月19日至11月30日举行。此次美国站提报延期针对秒杀及Z划算活动，具体时间与适用范围以卖家平台实际显示为准。

3 亚马逊美国站公布2027年费用变更：促销费与FBA配送费均上调

亚马逊美国站公布2027年销售费用和亚马逊物流费用变更情况。销售费用方面，明年1月15日开始，会对“买X赠Y”促销加收5美元预付费用和2%的可变费用，但可变费用最高不会超过2000美元；明年2月起，所有促销将按月计费。物流费用方面，每件售出商品的FBA配送费平均上调0.19美元，约占商品售价的0.8%，仓储收费简化，并更新低库存水平费用评估规则。

TikTok Shop

1 TikTok在东南亚四国上线独立的TikTok Shop应用

TikTok在新加坡、马来西亚、泰国、菲律宾四个东南亚市场上线了独立的TikTok Shop应用，覆盖iOS和安卓双端。

独立的TikTok Shop应用配备个性化商品推荐、直播及短视频购物入口、应用内结算、订单追踪、客户服务等基础功能，用户可在应用内享受专属折扣、免运费福利、首单专属权益及安全支付保障。专属权益设置将引导用户脱离TikTok主站，在独立应用内完成消费行为。

阿里巴巴

1 速卖通美国双11创下关税后单日成交峰值

阿里速卖通（AliExpress）已于11月1日正式启动海外双11。据悉，海外双11开战以来，速卖通美国站的成交同比大涨，日前已创下去年关税风波以来的单日最高峰值。

数据显示，速卖通美国站多个重点品类较日常日均销售大幅增长：游戏及配件增长9倍，3D打印及耗材增长28倍，mini PC增长35倍，成为增速最快的品类，体现出美国消费者的跨境购物需求加速向零配件、电子娱乐、科技制造等更具产品力与差异化的品类集中。

2 速卖通海外双11欧盟本地成交占比63% 本地仓发成增长驱动力

速卖通海外双11首日数据显示，速卖通欧盟市场本地成交占比达到63%，其中波兰、西班牙的本地规模突破70%。本地官方仓单量环比618大促爆涨9倍，成为速卖通欧洲业务增长的重要驱动力。

本次双11期间，速卖通在西班牙、法国、波兰3个国家的23个地区提供次日达服务，覆盖马德里、巴塞罗那、巴黎等主要城市。随着配送时效缩短，本地备货正从改善消费体验的履约方式，进一步成为商家在欧洲扩大销售规模的基础能力。

SHEIN

1 SHEIN斥资5亿欧元扩建波兰物流中心在波兰累计投资将达10亿欧元

SHEIN宣布2026年将在波兰投资5亿欧元（约合5.63亿美元），用于扩建其位于波兰西南部弗罗茨瓦夫（Wrocław）附近的欧洲物流中心。此次投资完成后，SHEIN自2022年以来在波兰的累计投资额将达到10亿欧元。

截至11月4日，SHEIN在波兰相关设施已拥有约8000名员工，公司计划在2026年底前再增加约2000个岗位，招聘方向涉及物流、供应链管理、技术及仓库运营等领域。与此同时，SHEIN目前还与超过230家波兰中小企业合作，为其提供商品、运输及相关服务。

据悉，扩建后的物流中心预计到2026年底将拥有超过1万名员工，并配备6500多台自主机器人。

TEMU

1 Q3法国电商流量变化：Temu、SHEIN、速卖通流量均显著下降

法国电子商务和远程销售联合会与Médiamétrie于近日发布第三季度电商访问量报告。法国访问量前20位的网站及应用，去重后的月均独立访客为5290万，同比增长4.3%。亚马逊以4140万月均独立访客居首，Leboncoin和缤客分列其后。而Temu月均独立访客环比下降28.3%，SHEIN下降34.6%，速卖通下降11.1%。

1 美客多启用墨西哥首个智能化机器人配送中心

美客多位于墨西哥伊达尔戈州特宗特佩克市的首个智能化机器人履约中心已正式投入运营。该智能化项目首期已部署240台智能化机器人，全面建成后机器人规模将扩展至1000台，项目总投资高达6.04亿美元。结合当地已建立的物流网络，美客多在伊达尔戈州共拥有3座大型仓储中心，总面积已突破29万平方米，目前月度包裹处理能力超680万件，预计到2027年同期，月派送量将大幅提升至1500万件以上。

2 沃尔玛Walmart+会员服务进入墨西哥市场

沃尔玛正式将会员服务Walmart+引入墨西哥市场。消费者每月支付89墨西哥比索，或一次性支付890比索购买全年会员，即可享受线上订单免费配送、流媒体内容、通信流量奖励及医疗健康服务优惠等权益。订单金额达399比索可享不限次数免费配送，因库存替换导致金额低于门槛仍有效。

3 Coupang三季度营收有望创历史新高

市场研究机构MarketBeat数据显示，Coupang母公司第三季度营收共识预期为97.6亿美元，较去年同期的92.67亿美元增长5.3%，按美元计有望创下历史最高单季营收。支撑增长的是火箭配送与火箭Fresh等电商业务，以及台湾市场的持续扩张——Coupang已在桃园建成第四座智能物流中心并引入凌晨配送。

4 Wayfair Q3营收同增9.7%至34.2亿美元，活跃客户规模涨到2220万

Wayfair公布了第三季度财务业绩，Wayfair的销售增速创下疫情以来的最高水平，在整体疲软的家居消费市场中持续抢占份额。

据悉，Wayfair总营收达到34.2亿美元，同比增长9.7%，市场此前预期为33.8亿美元；单季度净利润录得6200万美元，实现扭亏为盈。

从各区域业绩表现来看，美国市场贡献营收约30亿美元，同比增长11.4%，实现双位数增长；国际市场净营收为3.8亿美元，同比下滑2.3%。运营端数据同步向好，第三季度中，Wayfair活跃客户规模同比增长4.7%至2220万;季度交付订单量约1100万单，同比提升12.2%。

跨境服务商要闻

1 Meta出海体验中心扩展至广深：广州对接外贸制造深圳聚焦“一人公司”

Meta联合省广集团及钛动科技分别在广州与深圳正式启动两座全新的出海体验中心，至此Meta出海体验中心网络已经扩展至三地。

三座中心均充分依托Meta旗下Facebook、Instagram、Messenger及WhatsApp等平台的全球触达能力，围绕“平台能力+本地服务+生态资源”构建一体化支持体系，既提供Meta专家培训及广告策略支持，也连接独立站、支付、物流等出海服务资源，帮助企业从营销能力建设延伸至全球业务落地。

2 Snap第三季度全球月活用户增至9.77亿，效果广告业务增长强劲

Snap Inc.发布了2026年第三季度财报。报告显示，公司第三季度营收同比增长14%至17.22亿美元，实现净利润5600万美元。Snapchat全球月活用户增至9.77亿，日活用户增至4.95亿。Snapchat+、Memories Storage和Lens+的付费订阅用户总数突破3000万。

广告营收同比增长4%，效果广告增长强劲并贡献重要份额。具体而言，Sponsored Snaps广告营收环比增长56%，Promoted Places广告营收及采用该广告产品的广告主数量均环比增长超过一倍。

贸易政策与数据

1 欧盟11月起再增两条跨境货件新规：加2欧元海关处理费，强制申报商品编码

自11月1日起，欧盟对从境外直接发往欧盟消费者的跨境货件新增两项要求。价值低于150欧元的货件，需在报关单中提供商品编码（PID）信息。此外，无论货值大小，欧盟针对所有跨境货件征收2欧元海关处理费。

本次新规，是继7月欧盟加征3欧元关税后，对B2C进口商品海关规则的进一步收紧。生效后，价值不超过150欧元的进口货件，既要缴纳按商品税目每类3欧元的关税（取缔了此前小额进口包裹免税政策），还要叠交2欧元海关处理费，并提供PID。超过150欧元的货件，也需负担2欧元海关处理费。

具体来看，卖家需要向承运人提供货件中每件商品的PID，以方便追踪商品信息，报关单中包含的PID信息有三类，其中商家PID（M-PID）与非标准PID（NS-PID）是强制必填项。

2 Circana：美国57%消费者认为经济状况欠佳，49%计划缩减假日开支

据Circana发布的美国假日购买意向研究显示，经济信心与消费意愿出现明显落差：57%受访者认为当前经济状况一般或较差，49%因自身经济状况或前景不确定计划假日季减少支出。消费者更多通过行为调整而非退出节庆应对，近四分之三假日购物者打算省钱——30%多买促销品、19%兑积分、18%多买自有品牌、18%更频用会员计划。

3 NF GROUP：俄优质仓储Q3成交253万平米，同比增4.1倍创史上第三高

NF GROUP调研数据显示，俄罗斯优质仓储物流市场2026年第三季度成交面积达253万平米，跻身有统计以来第三高水平。该数值较2025年同期的61.8万平米增长4.1倍，较2026年第二季度的77.9万平米增长3.2倍。今年前九个月，俄优质仓累计成交370万平米，同比增长85%。电商大卖家活跃度回升与延迟需求释放是主要驱动，多家平台卖家转向自建仓储与履约，推高优质仓吸纳量。

4 菲律宾财政部研究取消1万比索以下进口商品免税政策

据外媒报道，菲律宾财政部正考虑取消价值1万比索（约1060元人民币）及以下进口商品的关税和税收豁免。菲律宾零售商协会指出，该国1万比索最低免税门槛属亚洲较高水平，跨境电商快速发展使大量海外低价包裹进入，影响政府税收并加大本土中小微企业竞争压力。协会援引数据称，2023年菲律宾电商交易额约2870亿比索，若20%涉及海外平台，每年或有约574亿比索商品免税进入。

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FAQ回顾

TikTok Shop在东南亚上线独立应用了吗？覆盖哪些国家？

TikTok已在新加坡、马来西亚、泰国、菲律宾上线独立TikTok Shop应用，覆盖iOS和安卓，提供个性化推荐、直播及短视频购物、应用内结算、订单追踪和客服，并有专属折扣、免运费、首单权益及安全支付。

亚马逊美国站2027年费用有哪些变化？

2027年1月15日起，亚马逊美国站对“买X赠Y”促销加收5美元预付费用和2%可变费用，可变费用上限2000美元；2月起所有促销按月计费。FBA每件售出商品配送费平均上调0.19美元，约占售价0.8%，仓储收费简化并更新低库存水平费用规则。

速卖通海外双11在美国和欧盟市场表现如何？

速卖通美国站海外双11成交同比大涨，创关税风波以来单日最高峰值，游戏及配件增9倍、3D打印及耗材增28倍、mini PC增35倍；欧盟本地成交占比63%，波兰、西班牙本地规模破70%，官方仓单量环比618涨9倍，西班牙、法国、波兰23个地区提供次日达。

SHEIN在波兰的物流投资计划是什么？

SHEIN计划2026年在波兰投资5亿欧元扩建弗罗茨瓦夫附近欧洲物流中心，累计投资达10亿欧元；截至11月4日约8000名员工，计划2026年底前增约2000个岗位，与超230家波兰中小企业合作；扩建后预计超1万名员工、6500多台自主机器人。

欧盟11月起跨境货件新规有哪些要求？

自11月1日起，欧盟对价值低于150欧元的跨境货件要求报关单提供商品编码PID，并对所有跨境货件征收2欧元海关处理费；低于150欧元货件还需按商品税目每类缴3欧元关税。卖家须向承运人提供每件商品PID，商家PID与非标准PID为强制必填。

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