跨境电商周报：美国收紧低价货物清关，TikTok Shop上线AI购物助手

亿邦动力 2026-10-11 18:01

亿邦动力 2026/10/11 18:01

邦小白快读

对普通读者来说，最值得关注的是美国海淘清关新规、TikTok购物新功能和假日AI购物趋势。

1. 美国低价值包裹清关规则收紧：价值2500美元及以下的货物需在抵达前或当天完成申报，邮政包裹新增Type 13申报，必须提供发件人身份、地址和包裹追踪号；包裹到达15天内未完成有效申报，将被视为自愿放弃，可能退回或销毁。

2. TikTok推出AI购物助手和Buy Direct一键结账，能在对话中解答商品详情、物流、尺码与库存，并直接下单；65%消费者计划在假日季使用AI辅助购物，主要用于找折扣、找灵感和发掘新品。

3. 墨西哥TikTok Shop日均GMV一年增长133倍，65%在TikTok发现商品的用户会通过平台购买；但只有29%消费者信任AI代理付款，年轻高收入人群更偏爱AI购物，也更倾向选择小众品牌。

品牌商可从本文获得渠道格局、营销工具与消费趋势三方面信息。

1. 渠道格局：亚马逊以63%份额稳居德国线上零售第一，第三方卖家贡献46.1%，Prime会员占59%；SHEIN和Temu绝对额虽低但增速更快；Temu波兰站因关税收紧四个月减少约420万访客，品牌需评估市场政策风险。

2. 营销工具：Instagram在巴西上线直播广告，可将直播转为广告投放给非粉丝，ROAS中位数3.3倍，美妆、家居、零售已试水；TikTok AI购物助手能理解语境、记住需求，可缩短种草到下单路径；SHEIN在英国通过音乐节合作、牛津街快闪和圣诞广告做品牌推广，营收25.8亿英镑超ASOS。

3. 消费趋势：65%消费者假日季用AI辅助购物，年轻高收入群体更频繁，且倾向选择独立小众品牌；拉美快消电商线上增速26.7%是线下四倍，健康美妆客单价是其他品类两倍以上，节令性商品贡献63%销售额，促销可影响最多25%线上订单。

卖家需重点关注美国清关新规、平台新功能与新市场机会，同时警惕政策与流量风险。

1. 风险与应对：美国拟收紧2500美元以下低价值货物清关，Type 11申报需在抵达前或当天完成，邮政渠道新增Type 13并要求发件人信息和追踪号，15天内未申报将销毁或退回；Temu波兰站因关税收紧访客四个月减少420万，合规和时效成本将上升。

2. 平台机会：TikTok Shop印尼站开放预购功能，可设3至15天履行期，适合定制、预售商品；亚马逊AGL新增Air SMP和Economy Air，2026年四季度起0美元FBA入库配置费扩展至空运，能降低补货成本；速卖通测试Elite会员计划，面向年消费超800美元顾客提供5%折扣和专属客服。

3. 增长市场：TikTok Shop墨西哥日均GMV一年增长133倍，活跃卖家增59倍；Shopee巴西国际平台向中小卖家开放，已有1.9万卖家上线140万商品，目标覆盖15万；拉美快消电商线上增速26.7%，墨西哥增速35%。

4. 新商业模式：AI代理购物正在成为主流，65%消费者假日季使用AI辅助购物，但仅29%信任AI付款，卖家可先提供AI可识别的商品信息和折扣。

工厂可从产品需求、生产组织、数字化三方面获得启示。

1. 产品需求：AI相关商品贡献全球货物贸易增量76%，AI硬件、组件等需求旺盛；拉美快消电商规模超80亿美元，健康美妆客单价是其他品类两倍，节令性商品占63%，可针对性开发；年轻高收入消费者更爱AI购物，更倾向独立小众品牌，个性化、用心设计的产品将受青睐。

2. 生产组织：TikTok Shop印尼站开放预购功能，定制类、预发布和即将重新上线商品可设3至15天履行期，适合按单生产、小批量定制；Shopee巴西国际平台帮助中小卖家出口，工厂可通过卖家触达拉美市场。

3. 数字化：美国清关新规要求更早申报和追踪信息，倒逼物流数字化；云途物流成为亚马逊FIST认证承运商并上线ShipTrack，发货时可同步后台；Meta等企业制定AI代理协议PAP，未来AI代理将直接访问企业网站，工厂需准备标准化的产品数据和接口。

服务商应关注物流合规升级、AI技术落地和行业增长数据，这对应三类机会。

1. 物流与清关痛点：美国拟议规则将低价值货物申报提前至抵达前或当天，邮政新增Type 13需发件人信息和追踪码，15天未申报即销毁，跨境物流时效与数据能力成痛点；亚马逊AGL新增空运产品并扩展0美元入库配置费；Shopify扩大欧洲物流服务，可在后台批量处理订单、打印标签、拣货打包，减少系统切换。

2. AI新技术：TikTok上线AI购物助手和Buy Direct，基于UCP协议实现站内一键购；Meta联合Shopify、Stripe、沃尔玛等制定AI代理协议PAP，基于OAuth，未来AI代理可访问网站和API，还计划引入支付功能；Instagram巴西直播广告ROAS中位数3.3倍，适合做效果营销。

3. 趋势与机会：AI相关商品贡献全球贸易增量76%，美国电商2026前三季度增长10%，AI驱动的Google和Meta广告是核心驱动力；Shopify份额增长14.2%；拉美快消电商线上增速是线下四倍，健康美妆客单价高。服务商可围绕AI选品、广告优化、合规申报系统提供服务。

本文透露了平台间的竞争动态、新工具与新规，平台商可据此调整招商和风控策略。

1. 平台最新做法：TikTok推出AI购物助手及Buy Direct，印尼站开放预购功能，可设3至15天履行期，墨西哥市场GMV一年增长133倍；亚马逊AGL新增空运服务并扩展0美元FBA入库配置费；速卖通测试Elite会员计划，面向年消费超800美元用户，预计年底会员达100万。

2. 招商与生态：Lazada天猫一键轻出海项目已吸引近万天猫品牌，成交额季度环比双位数增长；Shopee巴西国际平台已吸引1.9万卖家上线140万商品，目标15万，为平台招商提供案例；Instagram巴西直播广告吸引美妆、家居、零售商家，粉丝超1000的专业号即可使用。

3. 风险规避：美国CBP收紧低价值货物清关，平台需提醒卖家和物流商提前完成申报，否则包裹将被销毁；Meta封禁字节跳动在美加日韩越等7市场的广告投放，也限制第三方广告主引流至TikTok，相关平台需注意流量渠道合规；Temu波兰站访客因关税收紧减少420万，平台应监控政策风险。

本文为研究者提供了关于AI重塑电商、跨境政策收紧和新兴市场格局的多维素材。

1. 产业新动向：AI相关商品贡献全球货物贸易增量76%，DHL报告预计到2029年全球货物贸易年均增长3.4%；AI代理购物首次成为假日季主流趋势，65%消费者使用AI辅助购物，但仅29%信任AI代理付款，显示技术与信任之间的鸿沟；美国电商2026前三季度增长10%，AI驱动的广告转化是核心动力。

2. 新问题与政策：美国CBP拟调整低价值货物清关规则，将申报提前至抵达前或当天，邮政新增Type 13电子申报并要求发件人身份、地址和追踪码，15天未申报即视为放弃，这或重塑小额跨境贸易模式；Temu波兰站因关税收紧四个月流失420万访客，说明贸易政策对平台增长影响显著；Meta封禁字节跳动广告投放覆盖7国，地缘政治正在介入数字广告生态。

3. 商业模式创新：TikTok推出AI购物助手与Buy Direct一键结账，基于UCP协议实现代理式商务；Meta等企业制定Personal Agent Protocol（PAP）开放标准，允许AI代理代表消费者访问商家并计划引入支付；速卖通Elite会员计划采用邀请制分层服务；Instagram直播广告以ROAS中位数3.3倍验证了内容电商新路径。

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声明：快读内容全程由AI生成，请注意甄别信息。如您发现问题，请发送邮件至 run@ebrun.com 。

我是品牌商卖家工厂服务商平台商研究者帮我再读一遍。

For general readers, the most noteworthy updates are the new U.S. customs clearance rules for overseas online purchases, TikTok's new shopping features, and AI-driven holiday shopping trends.

1. Stricter U.S. de minimis customs rules: Shipments valued at $2,500 or less must be declared before or on the day of arrival. Postal parcels now require a new Type 13 filing, which must include the sender's identity, address, and tracking number. If a valid declaration is not completed within 15 days of arrival, the package will be considered abandoned and may be returned or destroyed.

2. TikTok launched an AI shopping assistant and Buy Direct one-click checkout, which can answer questions about product details, logistics, sizing, and inventory in conversation and allow direct ordering. 65% of consumers plan to use AI-assisted shopping during the holiday season, mainly to find discounts, get inspiration, and discover new products.

3. TikTok Shop Mexico's average daily GMV grew 133x in one year. 65% of users who discover products on TikTok will buy through the platform. However, only 29% of consumers trust AI agents to handle payments. Younger, high-income consumers prefer AI shopping and are more likely to choose niche brands.

Brand owners can gain channel landscape, marketing tools, and consumer trend insights from this article.

1. Channel landscape: Amazon leads German online retail with a 63% share; third-party sellers contribute 46.1%, and Prime members account for 59%. SHEIN and Temu have smaller absolute volumes but are growing faster. Temu's Poland site lost about 4.2 million visitors in four months due to tighter tariffs, so brands should assess policy risks in each market.

2. Marketing tools: Instagram launched live shopping ads in Brazil, allowing brands to turn live streams into ads served to non-followers; median ROAS is 3.3x, with beauty, home goods, and retail already testing it. TikTok's AI shopping assistant understands context and remembers preferences, shortening the path from discovery to purchase. In the UK, SHEIN built brand awareness through festival partnerships, an Oxford Street pop-up, and Christmas ads, generating £2.58 billion in revenue, surpassing ASOS.

3. Consumer trends: 65% of consumers will use AI-assisted shopping during the holiday season, with younger and higher-income shoppers using it more often and gravitating toward independent niche brands. In Latin America, FMCG e-commerce is growing 26.7% online, four times the offline rate. Health and beauty products have an average order value more than twice that of other categories. Seasonal items contribute 63% of sales, and promotions can influence up to 25% of online orders.

Sellers need to focus on the new U.S. customs rules, new platform features, and emerging market opportunities, while staying alert to policy and traffic risks.

1. Risks and responses: The U.S. plans to tighten customs clearance for low-value goods under $2,500. Type 11 filings must be completed before or on the day of arrival. The postal channel adds Type 13, requiring sender information and tracking numbers. If no filing is made within 15 days, goods may be destroyed or returned. Temu's Poland site lost 4.2 million visitors in four months due to tighter tariffs, so compliance and lead-time costs will rise.

2. Platform opportunities: TikTok Shop Indonesia launched a pre-order feature with a 3-to-15-day fulfillment window, suitable for customized and pre-release products. Amazon AGL added Air SMP and Economy Air; starting in Q4 2026, $0 FBA inbound placement fees will extend to air freight, reducing restocking costs. AliExpress is testing an Elite membership plan for customers spending over $800 a year, offering 5% discounts and dedicated customer service.

3. Growth markets: TikTok Shop Mexico's average daily GMV grew 133x in a year, and active sellers increased 59x. Shopee's Brazil international platform has opened to small and medium sellers, with 19,000 sellers listing 1.4 million products, aiming to reach 150,000. Latin American FMCG e-commerce is growing 26.7% online, with Mexico growing at 35%.

4. New business models: AI agent shopping is becoming mainstream. 65% of consumers use AI-assisted shopping during the holiday season, but only 29% trust AI to handle payments. Sellers can start by providing AI-recognizable product information and discounts.

Factories can gain insights in three areas: product demand, production organization, and digitalization.

1. Product demand: AI-related goods contribute 76% of the incremental growth in global merchandise trade, with strong demand for AI hardware and components. Latin America's FMCG e-commerce market exceeds $8 billion; health and beauty products have an order value twice that of other categories, and seasonal items account for 63%. These areas offer opportunities for targeted product development. Younger, high-income consumers are more likely to use AI shopping and prefer independent niche brands, so personalized, well-designed products will be favored.

2. Production organization: TikTok Shop Indonesia's pre-order feature allows customized, pre-release, and soon-to-be-relaunched products to set a 3-to-15-day fulfillment window, suitable for make-to-order and small-batch customization. Shopee's Brazil international platform helps small and medium sellers export, allowing factories to reach Latin American markets through sellers.

3. Digitalization: The new U.S. customs rules require earlier declaration and tracking information, pushing logistics digitalization. YunExpress became an Amazon FIST-certified carrier and launched ShipTrack, synchronizing data to the backend at shipment. Meta and other companies are developing the AI agent protocol PAP; in the future, AI agents will directly access company websites, so factories need to prepare standardized product data and interfaces.

Service providers should pay attention to logistics compliance upgrades, AI technology deployment, and industry growth data – these correspond to three types of opportunities.

1. Logistics and customs pain points: The proposed U.S. rule moves declaration for low-value goods to before or on the day of arrival. The postal channel adds Type 13 requiring sender information and tracking codes; goods not declared within 15 days may be destroyed. Cross-border logistics lead times and data capabilities become critical pain points. Amazon AGL added air freight products and expanded its $0 inbound placement fee. Shopify expanded its European logistics services, allowing batch order processing, label printing, picking and packing from the backend, reducing system switching.

2. New AI technology: TikTok launched its AI shopping assistant and Buy Direct, enabling one-click in-platform purchasing based on the UCP protocol. Meta, together with Shopify, Stripe, Walmart, and others, is developing the AI agent protocol PAP, based on OAuth, which in the future will let AI agents access websites and APIs; payments are also planned. Instagram's Brazilian live shopping ads show a median ROAS of 3.3x, making them suitable for performance marketing.

3. Trends and opportunities: AI-related goods contribute 76% of incremental global trade. U.S. e-commerce grew 10% in the first three quarters of 2026, with AI-driven Google and Meta ads as core drivers. Shopify's market share grew 14.2%. Latin American FMCG e-commerce is growing four times faster online than offline, with high average order values in health and beauty. Service providers can offer services around AI-driven product selection, ad optimization, and compliance filing systems.

The article reveals competitive dynamics, new tools, and new regulations among platforms; marketplace operators can use these to adjust merchant recruitment and risk-control strategies.

1. Latest platform moves: TikTok launched an AI shopping assistant and Buy Direct; its Indonesia site opened pre-orders with 3-to-15-day fulfillment windows; Mexico GMV grew 133x in a year. Amazon AGL added air freight services and expanded $0 FBA inbound placement fees. AliExpress is testing an Elite membership plan for users spending over $800 a year and expects to reach 1 million members by year-end.

2. Merchant recruitment and ecosystem: Lazada's Tmall One-Click Global project has attracted nearly 10,000 Tmall brands, with quarterly transaction growth in double digits. Shopee's Brazil international platform has attracted 19,000 sellers listing 1.4 million products, targeting 150,000, providing a case study for platform recruitment. Instagram's Brazilian live shopping ads are attracting beauty, home, and retail merchants; professional accounts with over 1,000 followers can use the feature.

3. Risk mitigation: U.S. CBP is tightening clearance for low-value goods; platforms need to remind sellers and logistics providers to complete declarations in advance or packages will be destroyed. Meta banned ByteDance's ad placements in seven markets including the U.S., Canada, Japan, South Korea, and Vietnam, and also restricts third-party advertisers from driving traffic to TikTok; relevant platforms should watch traffic-channel compliance. Temu's Poland site lost 4.2 million visitors due to tighter tariffs; platforms should monitor policy risks.

This article provides researchers with multi-dimensional material on AI reshaping e-commerce, tightening cross-border policies, and the emerging market landscape.

1. New industry trends: AI-related goods contribute 76% of the incremental growth in global merchandise trade. A DHL report predicts global merchandise trade will grow at an average annual rate of 3.4% through 2029. AI agent shopping has become a mainstream holiday-season trend for the first time: 65% of consumers use AI-assisted shopping, but only 29% trust AI agents with payments, revealing a gap between technology and trust. U.S. e-commerce grew 10% in the first three quarters of 2026, with AI-driven ad conversions as a core driver.

2. New issues and policies: The U.S. CBP proposes to adjust low-value goods clearance rules, moving declarations to before or on the day of arrival. The postal channel adds Type 13 electronic filing requiring sender identity, address, and tracking code; after 15 days without a filing, goods are considered abandoned. This could reshape small-parcel cross-border trade. Temu's Poland site lost 4.2 million visitors in four months due to tariff tightening, showing that trade policies significantly affect platform growth. Meta's ad ban on ByteDance spans seven markets, indicating geopolitics is entering the digital advertising ecosystem.

3. Business model innovation: TikTok launched an AI shopping assistant and Buy Direct one-click checkout, realizing agentic commerce based on the UCP protocol. Meta and other companies are developing the Personal Agent Protocol (PAP), an open standard allowing AI agents to visit merchants on behalf of consumers, with payments planned. AliExpress's Elite membership plan uses an invite-only, tiered service model. Instagram's live shopping ads, with a median ROAS of 3.3x, validate a new path for content-driven e-commerce.

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 .

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平台动向

亚马逊

1 亚马逊AGL扩大中国至美国空运，新增两类服务类型

日前，亚马逊全球物流（AGL）扩大中国至美国空运服务，新增Air SMP和Economy Air。Air SMP支持在中国发货地拆分库存，7至10天送达美国5大区域指定履约中心，不收FBA入库配置费，服装、电子及锂电池无附加费。Economy Air从上海或深圳至洛杉矶需11至15天，成本低于标准空运。自2026年四季度起，0美元FBA入库配置费扩展至空运货物，降低卖家补货成本。

2 拿下德区最大电商平台桂冠，亚马逊在德销售额达691亿欧元

科隆工商研究所与General Evidence报告显示，2025年亚马逊以63%份额稳居德国线上零售第一，其在德销售额达691亿欧元，同比增5%。其中第三方卖家贡献46.1%，自营仅占17.2%。97%德国线上消费者会在亚马逊购物，59%为Prime会员。OTTO与Zalando合计增14亿欧元，SHEIN和Temu合计增约10亿欧元，绝对额虽低但增速更快。

TikTok Shop

1 TikTok上线AI购物助手

据悉，TikTok于10月5日推出AI购物助手与Buy Direct一键结账，为首批代理式商务功能。购物助手为可对话AI智能体，嵌入多个场景，能理解语境、记住需求，在对话中解答商品详情、物流、尺码与库存并引导下单。Buy Direct底层接入通用商务协议UCP，能够让用户不离开TikTok即可从推荐信息流一键购买。

2 TikTok Shop印尼站开放预购功能

TikTok Shop by Tokopedia发布通知，预购功能将于2026年11月起向所有符合资格标准的卖家开放，符合条件的卖家可从11月起将产品标记为预购商品。预购选项允许卖家在客户下单后设定3至15日的履行期，适用于定制类商品、预发布产品以及即将重新上线的商品。产品被标记为预购后，买家可看到预计送达时间；若订单未在设定期限内完成，将被自动取消并退款给买家。

3 TikTok Shop墨西哥日均GMV一年内增长133倍

据平台官方宣称，TikTok Shop进入墨西哥市场一年有余，日均商品交易总额较2025年2月上线之初增长了133倍，商品目录扩充了174倍，活跃卖家数量增加了59倍，签约创作者网络规模扩大了42倍。消费者数据方面，在TikTok上发现商品的用户中，65%会通过TikTok Shop购买。

阿里巴巴

1 速卖通测试Elite会员计划，预计年底前会员达100万

据外媒报道，速卖通正测试名为Elite的VIP会员计划，面向特定国家或地区年消费额超800美元的顾客，采用邀请制且免费加入。会员可享众多商品5%折扣、全天候客服及便捷退货服务。目前正在澳大利亚、英国、德国和西班牙测试，计划10月推广至其他欧洲国家和韩国，预计年底前会员达100万。

2 Lazada：已有近万天猫品牌进入东南亚

阿里旗下东南亚电商平台Lazada披露，天猫“一键轻出海”项目启动不到一年，截至2026年上半年末，已有近1万家天猫品牌商家加入，参与商家的成交额持续实现季度环比双位数增长。

SHEIN

1 SHEIN英国营收2025年突破25亿英镑

据《卫报》报道，SHEIN英国业务2025年实现营收25.8亿英镑，税前利润同比增长18%，达到4500万英镑，营收规模超过英国电商平台ASOS。报告期内，SHEIN英国业务开展了多项市场推广活动，包括与Wireless音乐节合作、在伦敦牛津街开设快闪店及推出圣诞广告活动。该集团去年在英国的运营费用（包括行政和分销成本）也增加了一倍多，达到2700万英镑。

Temu

1 Temu波兰站访客过去四个月减少约420万访客

波兰Mediapanel 9月数据显示，Temu波兰站访客降至1244万，人均使用25分54秒，较6月关税收紧前的1668万、51分28秒明显回落，四个月减少约420万访客。Allegro集团保持稳定，9月访客2181万、人均1小时32分。

1 Shopee面向巴西中小卖家推出拉美出口平台

Shopee宣布在巴西扩展“Shopee国际平台”，帮助巴西中小卖家向阿根廷与墨西哥消费者销售，平台内不产生额外费用。试点期已有超过1.9万巴西卖家入驻、上线超140万件商品，目标是覆盖15万巴西卖家。

2 Shopify扩展欧洲物流服务

Shopify宣布扩大面向欧洲商家的物流服务，并推出一系列新的订单履约功能，帮助商家应对即将到来的假日购物旺季。此次更新围绕批量处理订单、打印物流标签、拣货打包和运输管理等环节展开，商家可以直接在Shopify后台完成更多物流操作，无需频繁切换系统。

3 京东收购德国Ceconomy将获欧盟批准11月4日前正式裁决

京东对德国消费电子零售集团Ceconomy发出的自愿公开收购要约预计将获得欧盟委员会批准。据悉，京东此次报价为每股4.60欧元现金，对Ceconomy整体估值约22亿欧元。欧盟委员会此前依据《外国补贴条例》于今年5月启动深入调查，并于7月发出异议声明，京东随后提交并优化了相应补救方案。委员会预计将在11月4日的法定期限前正式作出裁决。交易完成后，京东预计将持有Ceconomy约85.2%的股权。

跨境服务商要闻

1 Instagram在巴西上线直播广告

Instagram在巴西推出Live Video Ads，可将已播完的直播直接转为广告，投放给粉丝以外人群，并支持外链跳转网站、App或WhatsApp。粉丝超1000的专业号即可使用。巴西企业转化测试显示，该格式增量购买ROAS中位数达3.3倍，中位提升19%。首批试水者包括美妆、家居和零售商家，Grupo Lupo称一场直播48小时做出平时一个月营收。

2 纵腾旗下云途物流成为亚马逊FIST认证承运商

纵腾集团旗下云途正式成为亚马逊FIST认证承运商，头程物流接入亚马逊官方物流管控体系，并上线ShipTrack全链路货件追踪功能，实现物流数据与卖家后台同步。据悉，FIST是亚马逊面向FBA头程承运商的认证体系，旨在提升入仓货件追踪与物流管理效率。

3 Meta联手Shopify沃尔玛等企业制定AI代理新规

日前，Meta、Sierra、Shopify、Stripe、沃尔玛等八家企业联合宣布，将共同制定一项名为Personal Agent Protocol（个人代理协议，简称PAP）的开放标准，帮助企业识别代表消费者访问网站、执行操作的AI代理，并管理其访问权限。新规预计于10月底发布。目前，亚马逊尚未加入该协议。

公告显示，PAP基于现有的OAuth授权技术构建，支持AI代理通过企业网站、API或企业自有AI代理与商家交互，并计划引入支付相关功能，使代理能够在不直接向商家提供消费者信用卡信息的情况下完成购买。

4 Meta封禁字节跳动广告投放，覆盖美加日韩越等7大市场

Meta自10月8日起全面限制字节跳动在其旗下平台投放广告及付费营销内容。首批生效市场涵盖美国、加拿大、埃及、印尼、日本、泰国和越南共七个国家。此外，第三方广告主在上述市场投放、并将流量导向TikTok或字节跳动其他产品的广告，同样纳入限制范围。

贸易政策与数据

1 美国拟调整低价值货物清关规则：申报时效收紧、邮政渠道管理收紧

美国海关与边境保护局（CBP）发布《低价值货物拟议规则》，准备全面调整价值2500美元及以下货物的非正式申报程序。据悉，2500美元则是正式申报与非正式申报之间的一般价值分界线。

按照现行规则，Type 11非正式进口货物通常可以在抵达美国后的15天内办理申报。拟议规则实施后，申报截止时间将提前至货物抵达美国之前或抵达当天。申报人还必须通过CBP认可的电子数据交换系统，将相关信息传输至美国自动商业环境系统ACE。

另一方面，邮政渠道也受到影响。CBP计划为价值2500美元及以下的国际邮件建立新的Type 13电子申报类型。该申报类型需要提交的大部分信息与Type 11接近，但还要增加发件人身份、发件人地址以及包裹追踪号码。

承运人也要在进口舱单中提交相同的追踪号码。如果申报没有在规定时间内完成，包裹到达美国后将无法放行。包裹入境15天后仍未完成有效申报，将被视为自愿放弃，可能退回或被直接销毁。

2 NielsenIQ：拉美快消电商超80亿美元，线上增速是线下四倍

NielsenIQ数据显示，拉美快消品类电商规模已超80亿美元，线上增速26.7%，约为线下6.6%的四倍。墨西哥与巴西合计占拉美快消线上消费74%。墨西哥2025年快消线上销售额同比增35%，生鲜杂货增29.4%。食品贡献交易量，健康与美妆客单价是其他品类两倍以上。节令性商品贡献63%销售额，促销可影响最多25%线上订单。

3 Bernstein：美国电商2026前三季度增速超预期，Shopify领跑

Bernstein数据显示，2026年前9个月美国电商同比增长约10%，高于原预测的8%。Q3增速约8.4%。剔除Prime Day提前因素后，Q2+Q3合计约10.4%。据分析，AI驱动的Google与Meta广告提升转化率是今年电商增长的核心驱动力。

分平台来看，Temu、Shein受新关税影响放缓。Shopify份额+14.2%、Walmart+8.7%，亚马逊份额42.9%但增速偏慢。

4 DHL：AI相关商品贡献全球贸易增量76%

DHL与纽约大学斯特恩商学院发布《DHL全球化追踪报告》称，2026年一季度，AI相关商品贡献全球货物贸易增量的76%，2025年这一比例为42%。2026年上半年全球货物贸易增速创15年来同期新高。报告预计，全球货物贸易到2029年年均增长3.4%。

5 Shopify：AI代理购物将成今年假日季主流趋势

日前，shopify发布了《2026全球假日零售报告》。数据显示，今年假日购物季，AI代理购物（agentic shopping）首次成为主流趋势，65%消费者会在假日季使用AI辅助购物，主要用于查找折扣优惠、寻找选购灵感和发掘新品。消费者愿意让AI推荐和加购产品，但向AI移交下单权限的意愿还比较低，只有29%的消费者信任AI代理付款。

洞察现有数据发现，AI购物行为与年龄和收入强相关，越年轻、家庭收入越高，AI购物的频率也越高。这类消费者也更倾向于选择独立小众品牌，更有个性、更用心设计的产品也将备受青睐。

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