Crossborder Ecommerce Grows Amid Policy Shifts Competition

This report outlines the dynamics of the cross-border e-commerce industry in the 26th issue of 2025, focusing on local policy support, platform competition, and enterprise development. Measures such as the opening of the Zhengzhou Postal Collection Warehouse and the China-Europe Railway Express enhance logistics efficiency. The actions of TEMU and Shopee reflect intensifying platform competition. Companies like ZTO Express and Youkeshu are showing strong performance, while Joybuy is expanding into the French market. This report provides a concise overview of the key trends shaping the industry.
Crossborder Ecommerce Grows Amid Policy Shifts Competition

As digital transformation reshapes global trade, cross-border e-commerce has emerged as a vital bridge connecting international markets. The sector demonstrated significant developments during the week of August 23-29, 2025, characterized by enhanced policy support, intensified platform competition, and diverging corporate performances.

Expanding Government Support Across Regions

Regional governments are implementing new measures to facilitate cross-border e-commerce growth:

  • Zhengzhou Economic Zone launched China Post's commercial consolidation warehouse, improving regional logistics efficiency
  • Chengdu inaugurated a direct China-Europe freight route to Antwerp, Belgium, expanding European market access
  • A new international cargo route connecting Sanya, Tbilisi, and Milan enhances global logistics networks
  • Guangxi is establishing an "AI + Cross-Border E-Commerce" cooperation hub targeting ASEAN markets

Platform Competition and Corporate Developments

The cross-border e-commerce landscape shows increasing competition among platforms and notable corporate activity:

  • TEMU now requires sellers to sign a "Product Compliance Declaration" to standardize quality and build consumer trust
  • Shopee initiated a merchant recruitment program targeting Taobao and Tmall sellers to diversify its product offerings
  • Zomto Technology reported impressive H1 2025 revenue exceeding $5.5 billion
  • Youkeshu achieved a turnaround with net profits surpassing $25.7 million in the first half
  • Fintech firm Dowsure secured Series C1 funding, while smart logistics platform Oway raised $4 million in seed funding
  • JD.com's Joybuy officially entered the French market, signaling Chinese e-commerce expansion in Europe

The cross-border e-commerce sector continues to demonstrate robust growth across policy, platform, and corporate dimensions. As global trade dynamics evolve, the industry faces both expanding opportunities and emerging challenges in the digital commerce landscape.