速卖通联手天猫推品牌计划，沃尔玛开放AI代理购物，eBay裁员约9%

亿邦动力 2026-10-25 16:19

亿邦动力 2026/10/25 16:19

邦小白快读

总1：本周平台规则与费用变化直接影响卖货节奏。

1.亚马逊欧洲站燃油及物流附加费由1.5%上调至2%，FBA自11月2日、MCF自11月19日执行，按配送费计算。

2.TikTok Shop东南亚售后新规10月27日生效，首轮退款需7个自然日内申诉，打包开箱视频需连续清晰。

3.Shopee新加坡商城订单托管拨款由7天缩短至3天；Shopee菲律宾11月1日起广告金充值加收12%增值税。

总2：大促与工具玩法可实操。

1.速卖通双11预热10月29日、售卖11月1日至18日、黑五衔接至12月3日，优质商家最高12%返佣，优惠码投入增20%。

2.沃尔玛开放AI代理购物，消费者可设消费限额、逐单确认、查看代理订单并撤销授权。

3.亚马逊天津GXD提供集货质检贴标，AGL天津港起运。

总1：品牌出海获得平台联合扶持和内容渠道。

1.速卖通联合天猫发布中国品牌全球增长计划，面向天猫头部品牌、AI硬件品牌和工厂品牌；未来三年品牌数量与品牌GMV年增50%，品牌业务约占速卖通四分之一，过去一年超1100个品牌实现百万美元以上销售额。

2.速卖通与YouTube购物联盟扩至英德巴美，创作者可在视频、Shorts、直播关联商品，消费者跳转速卖通购买，品类含消费电子、运动户外、家居。

总2：大促营销与消费者体验投入加大。

1.速卖通双11优质商家最高12%返佣，平台优惠码投入较去年增20%，组织45国创作者网红直播合作。

2.淘宝双11新加坡投入超1亿元，线下广告投入翻倍，新增虚拟试穿、家具摆放预览AI功能，提供大件配送和包裹追踪赔偿。

3.SHEIN墨西哥接入滴滴先买后付，丰富支付方式；TikTok波兰下调食品饮料书籍杂志音频及部分电子家电佣金，影响价格竞争。

总1：政策与成本风险需及时应对。

1.TikTok东南亚首轮退款申诉窗口仅7个自然日，退回商品不符或缺件损坏需连续清晰视频举证；亚马逊欧洲附加费上调至2%，FBA 11月2日、MCF 11月19日执行；Shopee菲律宾广告金充值加收12%增值税。

2.Temu得州和解要求个人数据存美国境内美方拥有控制服务器、年度独立商品安全检测，有害物质商品下架并终止涉事卖家及关联店铺、通知消费者全额退款。

总2：增长市场与扶持机会明确。

1.美客多开放阿根廷本土店，提供中文账户经理支持，有海外仓、自发货、转运仓、托管、本土店模式；中金预计拉美电商2027约3100亿美元，年复合22.9%。

2.TikTok波兰新卖家前90天佣金2%，活跃卖家重点类目降至5%；速卖通双11最高12%返佣、优惠码投入增20%、45国创作者直播；TikTok美区秋促跨境POP日均成交额增近2倍，直播GMV增超3倍。

3.Shopee新加坡拨款缩短至3天；百世快运国内揽收量增近10倍、59个分拨中心跨境收货窗口。

总1：工厂品牌化与品类机会增加。

1.速卖通天猫中国品牌全球增长计划明确面向工厂品牌，提供国内外一体化经营支持，未来三年品牌数量和品牌GMV均年增50%；速卖通品牌业务约占四分之一，超1100个品牌年销百万美元以上。

2.YouTube购物联盟覆盖消费电子、运动户外、家居；TikTok波兰食品饮料、书籍杂志音频及部分电子家电佣金下调，可作为品类和定价参考。

总2：生产合规和数字化履约要求提高。

1.Temu得州和解要求年度独立商品安全检测，确认有害物质商品下架，终止涉事卖家及关联店铺，并通知消费者全额退款；TÜV莱茵与TAPA合作供应链检验、跨境风险管理、物流安全、法律合规和ESG。

2.SHEIN中东第三方平台与Unicommerce、Increff合作订单管理、仓储自动化、库存追踪、跨渠道库存同步，视频管理系统记录打包退货。

3.亚马逊天津GXD提供集货、质检、贴标，经AGL天津港起运；百世快运在全国59个分拨中心设跨境收货窗口，揽收量增近10倍。

总1：行业规模与区域增长带来服务需求。

1.前三季度跨境电商进出口约2.18万亿元，同比增4.4%，出口约1.75万亿元增4.6%，进口约4340.5亿元增3.3%；海关推广先查验后装运监管模式，拓宽国际公路铁路联运。

2.中金预计拉美电商由2025年2050亿美元增至2027年约3100亿美元，年复合22.9%，渗透率由约12%升至14%，美客多份额巴西37%、墨西哥29%、阿根廷73%。

总2：客户痛点催生合规、物流、数字化方案。

1.TikTok东南亚售后要求7天申诉和连续清晰视频举证；Temu得州和解要求数据本地化、年度独立安全检测、涉事卖家及关联店铺终止与退款。

2.TÜV莱茵与TAPA合作跨境风险管理、物流安全、法律合规、ESG、供应链检验和产品符合性；SHEIN与Unicommerce、Increff合作订单管理、仓储自动化、库存追踪、跨渠道同步和打包退货视频记录。

3.百世快运设59个跨境收货窗口，揽收量增近10倍；沃尔玛Agent Gateway供获准AI代理连接商品交易系统；SHEIN墨西哥接入滴滴先买后付。

总1：招商与商家扶持动作密集。

1.速卖通联合天猫推出中国品牌全球增长计划，面向天猫头部品牌、AI硬件品牌和工厂品牌，目标未来三年品牌数量和品牌GMV年增50%，品牌业务约占速卖通四分之一。

2.美客多开放阿根廷本土店并提供中文账户经理；TikTok波兰新卖家前90天佣金2%、活跃卖家重点类目5%；SHEIN中东第三方平台上线十个月签约卖家超600家。

总2：运营规则与风险规避同步更新。

1.TikTok东南亚设7天申诉窗口并调整打包开箱视频举证；Shopee新加坡商城订单拨款缩短至3天，Shopee菲律宾广告金充值加收12%增值税；亚马逊欧洲附加费上调至2%，澳大利亚Prime会员涨价。

2.速卖通双11定档10月29日预热、11月1日至18日售卖、11月19日至12月3日衔接黑五，优质商家最高12%返佣、优惠码投入增20%、45国创作者直播；淘宝新加坡投入超1亿元并升级AI购物服务。

3.Temu与IACC设侵权升级通道，升级案件48小时内回应；Temu得州和解支付300万美元并调整数据管理与商品安全审核；eBay裁员约9%以简化业务聚焦增长；沃尔玛以Agent Gateway和Agent Profiles承接AI代理购物需求。

总1：跨境电商保持增长且区域市场机会突出。

1.海关初步测算前三季度跨境电商进出口约2.18万亿元，同比增4.4%；出口约1.75万亿元增4.6%，进口约4340.5亿元增3.3%；将复制推广先查验后装运监管模式，拓宽国际公路铁路联运渠道。

2.中金预计拉美电商由2025年2050亿美元增至2027年约3100亿美元，年复合22.9%，渗透率约12%升至14%，美客多2025年巴西、墨西哥、阿根廷份额约37%、29%、73%。

总2：平台治理与商业模式出现新课题。

1.Temu与IACC推出知识产权专项，复杂侵权案件升级通道48小时回应；Temu与得州以300万美元和解，要求个人数据存美国境内美方拥有控制服务器、年度独立商品安全检测、有害物质商品下架、终止涉事卖家及关联店铺并全额退款。

2.沃尔玛推出AI代理购物Agent Gateway并计划11月上线Agent Profiles，可授权代理购物、设消费限额、逐单确认、查看和撤销授权；速卖通与YouTube购物联盟覆盖四国，创作者视频Shorts直播挂商品拿佣金；SHEIN墨西哥引入滴滴先买后付。

3.平台规则变化包括亚马逊欧洲附加费上调至2%、澳大利亚Prime涨价、TikTok波兰佣金下调、eBay裁员约9%。

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我是品牌商卖家工厂服务商平台商研究者帮我再读一遍。

Summary 1: This week, platform rule and fee changes directly affect selling cadence.

1. Amazon Europe fuel and logistics surcharges rise from 1.5% to 2%, effective for FBA on November 2 and MCF on November 19, calculated on delivery fees.

2. TikTok Shop Southeast Asia after-sales rules take effect on October 27; first-round refunds must be appealed within 7 calendar days, and packing and unboxing videos must be continuous and clear.

3. Shopee Singapore marketplace order escrow disbursement is shortened from 7 days to 3 days; Shopee Philippines will add 12% VAT to ad credit recharges from November 1.

Summary 2: Major sales events and tool playbooks are actionable.

1. AliExpress 11.11 warm-up starts October 29, sales run November 1 to 18, and Black Friday connects through December 3; quality merchants receive up to 12% commission rebates, and coupon investment rises 20%.

2. Walmart opens AI agent shopping; consumers can set spending limits, confirm each order, view agent orders, and revoke authorization.

3. Amazon Tianjin GXD provides consolidation, quality inspection, and labeling, with AGL departing from Tianjin Port.

Summary 1: Brand globalization gains joint platform support and content channels.

1. AliExpress and Tmall launch the China Brand Global Growth Plan for Tmall top brands, AI hardware brands, and factory brands; over the next three years, brand count and brand GMV are each targeted to grow 50% annually, brand business accounts for about one quarter of AliExpress, and more than 1,100 brands achieved over USD 1 million in sales in the past year.

2. The AliExpress and YouTube shopping affiliate program expands to the UK, Germany, Brazil, and the US; creators can link products in videos, Shorts, and livestreams, consumers jump to AliExpress to purchase, and categories include consumer electronics, sports and outdoor, and home.

Summary 2: Investment in major sales event marketing and consumer experience increases.

1. AliExpress 11.11 offers quality merchants up to 12% commission rebates, platform coupon investment rises 20% year over year, and creator and influencer livestream partnerships are organized across 45 countries.

2. Taobao 11.11 invests over RMB 100 million in Singapore, doubles offline advertising, adds AI features for virtual try-on and furniture placement previews, and provides large-item delivery and parcel tracking compensation.

3. SHEIN Mexico integrates DiDi buy now pay later to diversify payment methods; TikTok Poland lowers commissions for food, beverages, books, magazines, audio, and some electronics and home appliances, affecting price competition.

Summary 1: Policy and cost risks require timely response.

1. TikTok Southeast Asia first-round refund appeals have a window of only 7 calendar days; returned goods that do not match or are missing or damaged require continuous and clear video evidence; Amazon Europe surcharges rise to 2%, effective for FBA on November 2 and MCF on November 19; Shopee Philippines adds 12% VAT to ad credit recharges.

2. The Temu Texas settlement requires personal data to be stored in the US on servers owned and controlled by US parties, annual independent product safety testing, removal of products containing hazardous substances, termination of involved sellers and related stores, and notification of consumers for full refunds.

Summary 2: Growth markets and support opportunities are clear.

1. Mercado Libre opens Argentina local stores and provides Chinese-speaking account manager support, with overseas warehouse, self-fulfillment, transit warehouse, managed, and local store models; CICC estimates Latin American e-commerce will reach about USD 310 billion in 2027, with a 22.9% CAGR.

2. TikTok Poland charges new sellers 2% commission for the first 90 days and lowers active sellers in key categories to 5%; AliExpress 11.11 offers up to 12% rebates, raises coupon investment 20%, and runs creator livestreams in 45 countries; TikTok US fall sale cross-border POP average daily GMV rises nearly 2x, and livestream GMV rises more than 3x.

3. Shopee Singapore disbursement is shortened to 3 days; Best Express domestic pickup volume rises nearly 10x, with cross-border receiving windows at 59 distribution centers.

Summary 1: Factory branding and category opportunities increase.

1. The AliExpress and Tmall China Brand Global Growth Plan explicitly targets factory brands, provides integrated domestic and international operating support, and aims for brand count and brand GMV to each grow 50% annually over the next three years; brand business accounts for about one quarter of AliExpress, and more than 1,100 brands exceed USD 1 million in annual sales.

2. The YouTube shopping affiliate program covers consumer electronics, sports and outdoor, and home; TikTok Poland lowers commissions for food and beverages, books, magazines, audio, and some electronics and home appliances, which can serve as a category and pricing reference.

Summary 2: Production compliance and digital fulfillment requirements rise.

1. The Temu Texas settlement requires annual independent product safety testing, removal of products containing hazardous substances, termination of involved sellers and related stores, and notification of consumers for full refunds; TÜV Rheinland and TAPA cooperate on supply chain inspection, cross-border risk management, logistics security, legal compliance, and ESG.

2. The SHEIN Middle East third-party platform works with Unicommerce and Increff on order management, warehouse automation, inventory tracking, and cross-channel inventory synchronization; a video management system records packing and returns.

3. Amazon Tianjin GXD provides consolidation, quality inspection, and labeling, with shipments departing from Tianjin Port via AGL; Best Express sets up cross-border receiving windows at 59 distribution centers across China, with pickup volume up nearly 10x.

Summary 1: Industry scale and regional growth create service demand.

1. In the first three quarters, cross-border e-commerce imports and exports reached about RMB 2.18 trillion, up 4.4% year over year; exports reached about RMB 1.75 trillion, up 4.6%, and imports reached about RMB 434.05 billion, up 3.3%; customs promotes the inspection-before-loading supervision model and expands international road-rail intermodal transport.

2. CICC estimates Latin American e-commerce will grow from USD 205 billion in 2025 to about USD 310 billion in 2027, with a 22.9% CAGR and penetration rising from about 12% to 14%; Mercado Libre holds shares of 37% in Brazil, 29% in Mexico, and 73% in Argentina.

Summary 2: Customer pain points drive compliance, logistics, and digital solutions.

1. TikTok Southeast Asia after-sales rules require 7-day appeals and continuous and clear video evidence; the Temu Texas settlement requires data localization, annual independent safety testing, termination of involved sellers and related stores, and refunds.

2. TÜV Rheinland and TAPA cooperate on cross-border risk management, logistics security, legal compliance, ESG, supply chain inspection, and product conformity; SHEIN works with Unicommerce and Increff on order management, warehouse automation, inventory tracking, cross-channel synchronization, and packing and return video records.

3. Best Express sets up 59 cross-border receiving windows, with pickup volume up nearly 10x; Walmart Agent Gateway allows approved AI agents to connect to product transaction systems; SHEIN Mexico integrates DiDi buy now pay later.

Summary 1: Recruitment and merchant support actions are intensive.

1. AliExpress and Tmall launch the China Brand Global Growth Plan for Tmall top brands, AI hardware brands, and factory brands, targeting 50% annual growth in both brand count and brand GMV over the next three years, with brand business accounting for about one quarter of AliExpress.

2. Mercado Libre opens Argentina local stores and provides Chinese-speaking account managers; TikTok Poland charges new sellers 2% commission for the first 90 days and 5% for active sellers in key categories; the SHEIN Middle East third-party platform has signed more than 600 sellers in ten months since launch.

Summary 2: Operating rules and risk avoidance are updated in parallel.

1. TikTok Southeast Asia sets a 7-day appeal window and adjusts packing and unboxing video evidence; Shopee Singapore marketplace order disbursement is shortened to 3 days, Shopee Philippines adds 12% VAT to ad credit recharges, Amazon Europe surcharges rise to 2%, and Australia Prime membership prices increase.

2. AliExpress 11.11 is scheduled with warm-up on October 29, sales from November 1 to 18, and November 19 to December 3 connecting to Black Friday; quality merchants receive up to 12% rebates, coupon investment rises 20%, and creator livestreams run across 45 countries; Taobao Singapore invests over RMB 100 million and upgrades AI shopping services.

3. Temu and IACC establish an infringement escalation channel, with escalated cases answered within 48 hours; Temu pays USD 3 million in the Texas settlement and adjusts data management and product safety review; eBay cuts about 9% of staff to simplify operations and focus on growth; Walmart uses Agent Gateway and Agent Profiles to address AI agent shopping demand.

Summary 1: Cross-border e-commerce maintains growth, with regional market opportunities standing out.

1. Customs preliminary estimates put first three quarter cross-border e-commerce imports and exports at about RMB 2.18 trillion, up 4.4% year over year; exports at about RMB 1.75 trillion, up 4.6%, and imports at about RMB 434.05 billion, up 3.3%; the inspection-before-loading supervision model will be replicated and promoted, and international road-rail intermodal channels will be broadened.

2. CICC estimates Latin American e-commerce will grow from USD 205 billion in 2025 to about USD 310 billion in 2027, with a 22.9% CAGR and penetration rising from about 12% to 14%; Mercado Libre had 2025 shares of about 37% in Brazil, 29% in Mexico, and 73% in Argentina.

Summary 2: Platform governance and business models raise new issues.

1. Temu and IACC launch an intellectual property special project, with an escalation channel for complex infringement cases that responds within 48 hours; Temu settles with Texas for USD 3 million, requiring personal data to be stored in the US on servers owned and controlled by US parties, annual independent product safety testing, removal of products containing hazardous substances, termination of involved sellers and related stores, and full refunds.

2. Walmart launches AI agent shopping through Agent Gateway and plans to launch Agent Profiles in November, allowing users to authorize agent shopping, set spending limits, confirm each order, view orders, and revoke authorization; the AliExpress and YouTube shopping affiliate program covers four countries, with creators earning commissions from products in videos, Shorts, and livestreams; SHEIN Mexico introduces DiDi buy now pay later.

3. Platform rule changes include Amazon Europe surcharges rising to 2%, Australia Prime price increases, TikTok Poland commission cuts, and eBay layoffs of about 9%.

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 亚马逊欧洲站燃油及物流附加费将上调至2%

随着旺季来临，亚马逊宣布，欧洲多个站点的燃油及物流附加费由1.5%上调至2%。FBA订单自11月2日起执行，覆盖英国、德国、法国、意大利、西班牙、波兰、瑞典、荷兰、爱尔兰和比利时；多渠道配送（MCF）订单自11月19日起执行，覆盖英国、德国、法国、意大利和西班牙。该附加费按配送费用计算，不按商品售价计算。

2 亚马逊第六个全球集货仓落地天津

亚马逊全球集货仓（GXD）落地天津东疆综合保税区，这是其在国内布局的第六个全球集货仓，也是京津冀地区首个。天津仓面向FBA卖家提供集货、质检、贴标等服务，货物可通过亚马逊全球物流（AGL）从天津港起运，运往欧美FBA仓库。该仓自今年7月试运营以来，货源已覆盖天津、北京、河北、山西等地。

3 亚马逊上调澳大利亚Prime会员费

亚马逊上调澳大利亚Prime会员价格，月费由9.99澳元涨至12.99澳元，年费由79澳元涨至99澳元。新会员已适用新价格，现有会员将在11月25日及之后首次续费时执行新价。亚马逊表示，此次调价与配送网络扩张及Prime Video等内容投入有关，会员权益范围维持不变。这是亚马逊自2018年进入澳大利亚市场以来第二次上调Prime会员价格。

TikTok Shop

1 TikTok Shop东南亚更新售后政策设置7天申诉窗口

TikTok Shop东南亚跨境与本土站更新《退货与退款政策》，新规将于10月27日生效。针对平台已批准的首轮退款申请，卖家需在7个自然日内提出申诉，逾期将无法申诉。平台同时调整打包、开箱视频的举证要求，涉及退回商品不符、零部件缺失、商品损坏等情形时，卖家需按要求提交连续、清晰的视频材料。

2 TikTok Shop波兰站下调部分佣金新卖家前90天费率为2%

TikTok Shop下调波兰站部分商品类目的销售佣金。新入驻卖家前90天可享受2%的佣金费率，活跃卖家的部分重点类目费率降至5%。其中，食品饮料、书籍、杂志及音频产品等类目由9%降至5%，部分电子产品和家电由7%降至5%。配送及商家自行开展的达人联盟营销等费用另行计算。

3 TikTok Shop美区秋促跨境POP日均成交额增长近2倍

TikTok Shop公布美区秋季大促战报，跨境自运营（POP）日均成交额较去年秋促增长近2倍，两度刷新单日最高成交纪录。其中，直播GMV同比增长超3倍，短视频成交额增长1.8倍。全托管日均GMV增长超1.3倍，海外仓商品成交额较活动前增长近1.5倍。

阿里巴巴

1 速卖通联合天猫发布“中国品牌全球增长计划”

速卖通与天猫联合发布“中国品牌全球增长计划”，面向天猫头部品牌、AI硬件品牌和工厂品牌提供国内外一体化经营支持。速卖通同时提出，未来三年，品牌数量和品牌GMV均以每年增长50%为目标。据平台披露，目前品牌业务约占速卖通整体规模的四分之一，过去一年已有超过1100个品牌实现百万美元以上销售额。

2 速卖通与YouTube扩大购物联盟合作覆盖美英德巴四国

速卖通与YouTube达成全球战略合作，将购物联盟合作拓展至英国、德国、巴西和美国四个市场。符合条件的创作者可在视频、Shorts及直播中关联商品，消费者点击后跳转至速卖通完成购买，创作者通过符合条件的销售获得佣金。合作商品涵盖消费电子、运动户外及家居等品类。

3 速卖通双11定档11月1日开售优质商家最高可获12%返佣

速卖通公布海外双11安排：10月29日开始预热，11月1日至18日正式售卖，11月19日起衔接黑五周期，持续至12月3日。优质商家最高可享12%返佣激励，平台优惠码投入将较去年双11增加20%。此外，速卖通计划组织覆盖45个国家的创作者开展网红及直播合作，为商家提供站外推广支持。

4 淘宝双11在新加坡营销投入将超过1亿元

淘宝今年双11将在新加坡投入超过1亿元人民币，用于消费者补贴、免运费物流及线下广告，线下广告投入较去年同期翻倍。平台同时升级当地购物服务，新增虚拟试穿、家具摆放预览等AI功能，并提供大件家具配送、包裹追踪及相关赔偿服务。据淘宝披露，过去两年双11期间，其新加坡市场GMV均实现两位数增长。

Temu

1 Temu与国际反假冒联盟扩大知识产权保护合作

Temu与国际反假冒联盟（IACC）推出专项知识产权保护项目，为联盟成员品牌提供复杂侵权案件的升级处理通道。品牌可提交关键词、图片等信息，协助平台主动识别潜在侵权商品；通过该项目升级提交的案件将在48小时内获得回应。平台原有面向全部权利人的投诉渠道继续保留。

2 Temu与美国得州达成300万美元和解

Temu与美国得州就数据隐私及商品安全等指控达成和解，同意支付300万美元，并调整数据管理与商品安全审核机制。协议要求，得州消费者个人数据须存储于美国境内由美方拥有和控制的服务器；平台还须开展年度独立商品安全检测，对确认含有有害物质的商品予以下架，终止涉事卖家及其关联店铺的经营，通知受影响的得州消费者并全额退款。Temu未承认存在不当行为。

SHEIN

1 SHEIN中东第三方平台签约卖家超过600家

SHEIN中东第三方平台业务上线十个月，签约卖家已超过600家。平台同时与Unicommerce、Increff两家电商技术公司合作，补充订单管理、仓储自动化、库存追踪及跨渠道库存同步能力。其中，Unicommerce的视频管理系统可记录打包和退货过程，Increff负责跨渠道库存同步。

2 SHEIN与墨西哥滴滴支付达成合作引入“先买后付”模式

SHEIN正式与滴滴达成合作，将DiDi Paga Después服务接入SHEIN墨西哥站支付页面。此次合作，SHEIN正式引入“先买后付”模式，即BNPL（Buy Now，Pay Later）。这一信贷支付方案正受到越来越多墨西哥消费者的青睐。该服务的上线，使得SHEIN进一步丰富了其在墨西哥市场的支付方式组合。

1 Shopee新加坡部分商城订单拨款周期缩短至3天

Shopee新加坡本土站调整商城卖家拨款安排。自10月19日起，符合条件、并通过平台支持的物流合作伙伴履约的订单，托管拨款周期由7天缩短至3天。实际到账仍可能受退款退货、费用确认及安全审查等因素影响，卖家可在“我的收入”页面查看预计拨款日期。

2 Shopee菲律宾站广告金充值将加收12%增值税

Shopee菲律宾站宣布，自11月1日起，广告金充值将征收12%增值税，跨境店与本土店适用同一标准。税费以充值金额为计算基数。例如，充值10万比索广告金，将额外产生1.2万比索税费。

3 沃尔玛开放AI代理购物入口用户可设置消费额度

沃尔玛推出面向AI代理的购物基础设施Agent Gateway，并计划于11月上线Agent Profiles。消费者可授权AI代理代为购物，设置消费限额或要求逐单确认，也可单独查看代理订单、随时撤销授权。Agent Gateway目前处于测试阶段，获准接入的代理可通过该入口连接沃尔玛及山姆的商品和交易系统。

4 eBay计划裁减约9%的员工

eBay确认新一轮裁员计划，涉及全球约9%的员工。以公司2025年底约1.23万名员工计算，约1100人受到影响。这是eBay今年第二次大规模裁员，此前公司于2月裁减约800个岗位。公司表示，此次调整旨在简化业务运作，将资源集中于重点增长业务。

5 美客多开放阿根廷本土店入驻提供中文账户经理支持

美客多开放阿根廷本土店入驻，并为符合条件的卖家提供官方中文账户经理支持。此次开放的是本土店经营渠道，卖家需按当地业务要求准备主体及运营资质。目前，美客多提供海外仓、自发货、转运仓、托管及本土店等多种运营模式。

跨境服务商要闻

1 百世快运跨境货物国内揽收量同比增长近10倍

百世快运披露，其跨境货物国内揽收量同比增长近10倍。公司依托全国快运网络，将各地货物统一转运至跨境集货仓，已在全国59个分拨中心设置跨境收货窗口。该业务主要承接跨境运输的国内段，与后续国际运输及海外履约环节衔接。

2 TÜV莱茵与TAPA APAC合作开展出海供应链合规服务

TÜV莱茵大中华区与亚太运输资产保护协会（TAPA APAC）上海代表处签署战略合作备忘录。双方将围绕跨境风险管理、物流安全、法律合规及ESG等领域开展合作，并共同开发企业出海服务方案，服务范围涉及供应链检验、风险管理及国际市场产品符合性等环节。

贸易政策与数据

1 前三季度跨境电商进出口2.18万亿元

海关总署新闻发言人吕大良在国新办新闻发布会上介绍，据海关初步测算，2026年前三季度我国跨境电商进出口总额约2.18万亿元，同比增长4.4%。其中，出口约1.75万亿元，增长4.6%；进口约4340.5亿元，增长3.3%。海关还将全面复制推广“先查验后装运”监管模式，并拓宽国际公路、铁路联运渠道，支持跨境电商出口。

2 中金预计2027年拉美电商规模将达3100亿美元

中金公司发布拉美数字经济报告，预计拉美电商市场规模将由2025年的2050亿美元增至2027年的约3100亿美元，年复合增长率为22.9%。报告援引eMarketer数据预计，同期电商渗透率将由约12%升至14%。中金估计，美客多2025年在巴西、墨西哥和阿根廷的市场份额分别约为37%、29%和73%。

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