跨境电商"出海四小龙"崛起：2023年出口1.8万亿，TEMU日活超亚马逊
跨境电商"出海四小龙"崛起：2023年出口1.8万亿，TEMU日活超亚马逊
China's Cross-border E-commerce "Four Dragons" Rise: $250B Export in 2023, TEMU Surpasses Amazon in DAU
新华财经北京1月22日电 - 中国跨境电商行业在2023年继续保持强劲增长态势。海关数据显示，2023年我国跨境电商进出口总额达2.38万亿元人民币（约合3360亿美元），同比增长15.6%。其中，出口额达1.83万亿元（约合2580亿美元），增长19.6%。
Xinhua Finance Beijing, January 22 - China's cross-border e-commerce sector maintained strong growth momentum in 2023. Customs data shows the total import and export volume reached 2.38 trillion yuan (about $336 billion), up 15.6% year-on-year. Exports accounted for 1.83 trillion yuan (about $258 billion), growing 19.6%.
出海四小龙集体崛起
Collective Rise of the "Four Dragons"
以速卖通(AliExpress)、SHEIN、TEMU和TikTok Shop为代表的"出海四小龙"正在全球电商市场快速扩张。这些平台依托中国强大的供应链优势，通过性价比策略和社交营销创新，在发达市场和发展中市场都取得了显著增长。
Represented by AliExpress, SHEIN, TEMU and TikTok Shop, China's "Four Dragons" are rapidly expanding in the global e-commerce market. Leveraging China's strong supply chain advantages and innovative social marketing strategies, these platforms have achieved remarkable growth in both developed and emerging markets.
平台表现亮点
Platform Highlights
速卖通(AliExpress)：阿里巴巴旗下国际电商平台，覆盖220个国家和地区。在韩国市场表现突出，2023年韩国下载量占其全球海外下载量的6%。通过威海仓建设和Choice服务提升物流体验。
AliExpress: Alibaba's international e-commerce platform covering 220 countries and regions. Performed well in South Korea, accounting for 6% of its global overseas downloads in 2023. Improved logistics through Weihai warehouse and Choice service.
SHEIN：专注女性时尚领域，采用"小单快反"模式实现快速增长。2022年营收达227亿元，同比增长45%。巴西是其最大海外市场，下载量占比超10%。
SHEIN: Focused on women's fashion with "small order quick response" model. Revenue reached 22.7 billion yuan in 2022, up 45% YoY. Brazil is its largest overseas market with over 10% download share.
TEMU：拼多多海外版，采用全托管模式快速扩张。2023年12月美国日活用户达2450万，首次超越亚马逊(2300万)。美国市场下载量占比近20%。
TEMU: Pinduoduo's overseas version using full-trusteeship model. US DAU reached 24.5 million in December 2023, surpassing Amazon (23 million) for the first time. US downloads accounted for nearly 20%.
TikTok Shop：依托TikTok社交优势发展电商业务。在印尼市场通过收购Tokopedia解决政策合规问题，展现本土化适应能力。
TikTok Shop: Developed e-commerce business leveraging TikTok's social advantages. Acquired Tokopedia in Indonesia to address policy compliance, demonstrating localization capabilities.
全球竞争力提升
Enhanced Global Competitiveness
中国跨境电商的集体崛起正在重塑全球电商格局。TEMU在美国市场的成功尤其引人注目，其日活用户已超越电商巨头亚马逊。这展现了中国电商企业将国内成功经验复制到海外的能力，也体现了中国制造业的全球竞争力。
The collective rise of Chinese cross-border e-commerce is reshaping the global e-commerce landscape. TEMU's success in the US market is particularly remarkable, with its DAU surpassing e-commerce giant Amazon. This demonstrates Chinese e-commerce companies' ability to replicate domestic success overseas and reflects the global competitiveness of Chinese manufacturing.
分析师观点：中国跨境电商的快速发展得益于国内完备的供应链体系、成熟的电商运营经验和创新的商业模式。未来，随着本土化运营的深入和物流体系的完善，中国电商平台有望在全球市场获得更大份额。
Analyst View: The rapid development of China's cross-border e-commerce benefits from complete domestic supply chains, mature e-commerce operation experience and innovative business models. With deeper localization and improved logistics, Chinese platforms are expected to gain greater global market share.