2024全球跨境电商与贸易政策最新动态：服装出口增长、关税调整与市场趋势
中国服装出口持续回暖，衬衫与内衣类领涨
China's Apparel Exports Show Recovery, Shirts and Underwear Lead Growth
根据中国海关统计数据，2024年1至11月，我国服装累计出口额达1442.2亿美元，同比微降0.2%。值得注意的是，11月单月出口表现亮眼，同比增长4.3%至130.2亿美元，延续了10月以来的增长势头。
According to China Customs statistics, from January to November 2024, China's cumulative apparel exports reached $144.22 billion, a slight decrease of 0.2% year-on-year. Notably, November exports showed strong performance, growing 4.3% year-on-year to $13.02 billion, continuing the growth momentum since October.
细分品类中，针织T恤出口增幅高达23.8%，衬衫、内衣/睡衣、胸衣及婴儿服装分别增长9.9%、8.6%、5.5%和6.3%。不过，外套类产品表现不佳，大衣/防寒服和西服/便服套装出口量分别下降17%和11.8%。
By category, knitted T-shirt exports surged 23.8%, while shirts, underwear/pajamas, bras and baby clothing grew by 9.9%, 8.6%, 5.5% and 6.3% respectively. However, outerwear performed poorly, with overcoat/cold-proof clothing and suits/casual suits declining by 17% and 11.8% respectively.
多国关税政策调整，跨境电商面临挑战
Multiple Countries Adjust Tariff Policies, Cross-Border E-Commerce Faces Challenges
墨西哥税务机关SAT于12月31日发布新规，将对来自未签订国际条约国家（包括中国）的货物征收19%关税，可能影响Shein和Temu等电商平台。印度也上调了部分服装和家居用品进口关税至35%。
Mexico's tax authority SAT announced new regulations on December 31, imposing a 19% tariff on goods from countries without international treaties (including China), which may affect e-commerce platforms like Shein and Temu. India has also raised import tariffs on some apparel and household items to 35%.
俄罗斯自2025年1月1日起扩大对不友好国家商品的关税范围，香水、化妆品和食品税率平均上调10个百分点。印尼则将奢侈品增值税从11%提高至12%。
Russia expanded tariffs on goods from unfriendly countries effective January 1, 2025, with average increases of 10 percentage points for perfumes, cosmetics and food products. Indonesia raised the luxury goods VAT from 11% to 12%.
全球电商市场动态：新兴市场增长显著
Global E-Commerce Market Trends: Significant Growth in Emerging Markets
印度电商市场预计到2030年将达到3250亿美元规模。2024年跨年夜，印度快商务平台Zepto销售额同比增长200%，每小时订单量达3345个。
India's e-commerce market is projected to reach $325 billion by 2030. On New Year's Eve 2024, Indian quick-commerce platform Zepto saw sales grow 200% year-on-year, with hourly orders reaching 3,345.
塞尔维亚2024年第三季度在线支付交易达2220万次，同比增长49.5%。跨境平台交易额约2.2亿欧元，增长46.2%。
Serbia recorded 22.2 million online payment transactions in Q3 2024, up 49.5% year-on-year. Cross-border platform transactions reached approximately €220 million, growing 46.2%.
中国企业海外布局加速
Chinese Companies Accelerate Overseas Expansion
卡倍亿墨西哥生产基地已进入试生产阶段，将服务德科斯米尔、安波福等客户。福田汽车与泰国正大集团合资建厂，投资超10亿泰铢，年产能1800辆。
KBE's Mexican production base has entered trial production phase, serving customers like Draexlmaier and Aptiv. Foton Motor partnered with Thailand's CP Group to establish a joint venture factory with investment exceeding 1 billion baht and annual capacity of 1,800 vehicles.
五菱成为首家在印尼生产动力电池的中国汽车品牌，其神炼电池于2024年12月31日下线。2024年五菱印尼新能源车零售13492辆，增长27%。
Wuling became the first Chinese automaker to produce power batteries in Indonesia, with its MAGIC BATTERY rolling off the production line on December 31, 2024. Wuling sold 13,492 NEVs in Indonesia in 2024, up 27%.
平台政策与消费者趋势
Platform Policies and Consumer Trends
Shopee台湾本土店新规：账号出租将永久冻结交易权限。亚马逊推出转化路径分析等新广告工具，帮助卖家优化投放效果。
Shopee's new rule for Taiwan local stores: Account rental will result in permanent freezing of transaction permissions. Amazon launched new advertising tools like conversion path analysis to help sellers optimize campaigns.
调查显示，阿联酋消费者月均在线消费达1300美元，显著高于英国的5%。全球范围内，时尚服饰是最受欢迎的在线购物品类，巴西、阿联酋占比最高。
Surveys show UAE consumers spend an average of $1,300 monthly online, significantly higher than the UK's 5%. Globally, fashion apparel is the most popular online shopping category, with Brazil and UAE having the highest proportions.
