亚马逊封号潮持续发酵：大卖被封VS"铁头卖家"逆势上市
亚马逊封号潮持续发酵：大卖被封VS"铁头卖家"逆势上市
Amazon Account Suspension Wave Continues: Big Sellers Banned vs "Iron-head Sellers" Going Public Against the Trend
近期亚马逊封号潮仍在持续升级，继相关部门表态和亚马逊财报不及预期后，平台封号行动并未停歇。最新消息显示：
• 年销售额60亿的3C大卖（36亿来自亚马逊）全部店铺被封
• 年销售额26亿的大卖连封9店，涉及10亿销售额
• 中小卖家被封消息更是不计其数
The Amazon account suspension wave continues to escalate. Despite regulatory statements and Amazon's disappointing earnings report, the platform's crackdown persists. Latest developments include:
• A 6-billion-yuan 3C seller (3.6 billion from Amazon) had all stores suspended
• A 2.6-billion-yuan seller lost 9 stores covering 1 billion in sales
• Countless small-medium sellers reportedly suspended
封号引发的连锁反应
Chain Reactions from Suspensions
大规模封号导致库存危机双重打击：
1. 海外FBA库存积压
2. 国内仓库库存积压
Mass suspensions created a double inventory crisis:
1. Stranded FBA inventory overseas
2. Piled-up domestic warehouse stock
卖家们正通过各种渠道清库存，甚至专门组建清库存团队。微信群里涌现大量"收库存"请求，同时出现各种清货群，但交易可靠性存疑。
Sellers are liquidating through various channels, some even forming dedicated clearance teams. WeChat groups are flooded with inventory purchase requests and clearance groups, though transaction reliability remains questionable.
物流问题雪上加霜
Logistics Woes Compound Problems
除封号外，物流问题日益严重：
• 美西仓库严重爆仓
• KRB4预约延迟达50天
• LAX9预约延迟20天
• ONT8和LGB8预计很快爆仓
Beyond suspensions, logistics issues worsen:
• Severe congestion at West Coast warehouses
• KRB4 appointments delayed up to 50 days
• LAX9 appointments delayed 20 days
• ONT8 and LGB8 expected to congest soon
逆势而上的"铁头卖家"
"Iron-head Sellers" Defying the Trend
在封号潮中，鼎阳科技却逆势冲刺科创板上市。这家测试测量仪器生产商：
• 获国家级专精特新"小巨人"称号
• 亚马逊是其海外重要经销商（常年位列前5大客户）
• 品牌SIGLENT常居小类目榜首
• 2017-2019年境外收入占比从70%升至80%
Amid the suspension wave, Siglent Technologies is charging toward STAR Market IPO. This test/measurement equipment manufacturer:
• Earned national "Little Giant" specialist recognition
• Amazon is key overseas distributor (top-5 client)
• SIGLENT brand often leads subcategories
• Overseas revenue grew from 70% to 80% (2017-2019)
尽管其中低端产品占比过高引发争议，公司表示正逐步向高端产品转型，未来发展潜力巨大。
While its high proportion of mid-low end products draws criticism, the company states it's gradually shifting toward premium products with strong growth potential.
