2025跨境电商报告

breakdowns and defining players. After a Post-Covid Slowdown, Global E-Commerce Cross-BorderRevenues Have Recovered and Approach US$1.2 Trillion in 2026 Globalcross-bordere-commercegeneratedoverUS$1.0trillioninrevenuein 2024,markingasignificantstepintheworldwideexpansionofonlinecommerceacrossborders. The Covid-19pandemicacceleratedthisgrowth,thoughthemarketsawaslightcontractionof0.5% in 2022aseconomicpressuresandthereopeningofphysicalstorestemperedonlinedemand. A 7.7% CAGR (2023–2026)pointstosteadymomentumthrough2026,reinforcedbythegrowingimportanceofcross-bordere-commerceworlwide. Cross-Border E-CommerceIsDefinedbyImbalance, With China andtheUSBelongingtotheExport-Champions MostMarketsImport Far MoreThanTheyExportAcrossBorders,USAheadin Imports Thischartcomparese-commerceimportandexportrevenues(in US$billion)acrossthetenlargestcross-borderimportmarketsin 2025. The United Statesdominatesonbothsidesofthetradeflow,withimportsofUS$65.3billion—morethanfourtimesthenext-largestmarket—andexportsofUS$20.3billion. France (US$14.6billion) and Spain(US$13.5billion) followasthesecond-andthird-largestimportmarkets,whileIndonesia (US$12.6billion),South Korea (US$11.2billion), andThailand (US$11.1billion) form acloselygroupedmiddletier. Identify WhereGrowth IsActually Happening Assess any retailer or market before youcommit to a strategic direction Spot where momentum is building soyou can focus on where it counts Brief your stakeholders backed bystructured market intelligence Discover More BehindtheCross-Border Boom, a Quiet DivisionofLabor: ChinaSupplies,theWorldConsumes Cross-Border Import and Export Revenues1of the Largest Cross-Border Export Markets in 2025, in US$ Billion With exports of US$250.1 billionagainst imports of just US$2.4 billion,China is overwhelmingly an exportengine: its outbound cross-borderrevenue ismore than twelve timesthat of any other market shownanddwarfs every import figure on theslide. This is the mirror image of the UnitedStates, which leads on imports(US$65.3 billion) while exporting acomparatively modest US$20.3 billion. The UK (US$4.8 billion), Russia (US$4.4billion), France (US$2.3 billion), andSpain (US$2.0 billion) form the mid-tier of import markets, while Japan(US$1.4 billion) and South Korea(US$1.3 billion) sit lower. European Prevalence Amongst Cross-Border Destinations from China IsGrowing; Southeast Asia Remains Relevant ForMostMarkets, Cross-Border SharesMakesUp a Small Slice: 24%orLessin 2025 Cross-bordersharereflectsdependenceratherthansize. Themostreliantmarketsaresmallorless-developedeconomieswhosedomesticretailcan'tmeetdemand:Kyrgyzstan(97.7%), Jamaica(96.5%) and Armenia (90.2%) topthelist. Theyarejoinedbysmallbutwealthymarketslike Luxembourg (71.9%) and Singapore,wherelimitedlocalassortmentsendsshoppersabroad. Benchmark Retailers & Marketson What Actually Matters See which players are gaining and losingground before the shift becomes obvious Validate assumptions with structured,comparable market and retailer data Walk into negotiations knowing themarket, your rivals and your partners Discover More A New Class of China-Born Marketplaces Now Leads Cross-BorderRetail; Traditional Cross-Border Retailers Such as eBay More Balanced Temu and SheinTookOver Global Cross-Border E-Commerce WithCompetitivePricing andProductAssortmentStrategies BothTemuand Shein originate inChina yetgenerate effectively 0% oftheir GMV there: Shein books just0.1% domestically andTemuclose tonone. The United States is the singlelargest destination for both(Temu24.4% and US$22.6 billion, Shein28.6% and US$24.3 billion), followedby a long tail of European and LatinAmerican markets. Their revenue isspread across 40+countries, the clearest signal that thecross-border model is what definestoday’s fastest growing retailers. Fashion Powers the Cross-Border Challengers, WhileIncumbentMarketplaces StayDiversified Fashion is theengine of cross-borderretail: it makes up 78% of Shein’s GMV,41% ofTemu’sand 24% ofAliExpress’s–against just 8% at Amazon. Electronics is the consistent secondpillar for the China-born platforms(Temu26%, AliExpress 25%), reflectinglow-cost gadget supply chains. The incumbents look different:Amazon leans on Electronics (38%) andmedia-heavy Hobby & Leisure (31%);eBay spreads evenly across sixcategories. Scale ≠ share: Amazon’s fashion GMV(~US$71bn) stillexceeds Shein’s entirefashion business–fashion is simply asmaller slice of a far larger basket. E-Commerce MarketIntelligence.Based onBillions ofTransactions. The Foundation Behind Every Insight in This Report