Shopify领跑电商平台增长 2024年跨境电商行业趋势分析
2023年电商行业迎来爆发式增长 | E-commerce industry experiences explosive growth in 2023
根据Shopify最新财报显示，2023年第四季度收入同比增长24%至21亿美元，GMV同比增长23%达751亿美元。这是自2021年疫情以来最高季度增长率。
According to Shopify's latest financial report, Q4 2023 revenue increased by 24% year-on-year to $2.1 billion, with GMV growing 23% to $75.1 billion. This marks the highest quarterly growth rate since the pandemic in 2021.
全球电商平台竞争格局 | Global e-commerce platform competitive landscape
亚马逊2023年GMV突破7000亿美元，其中第三方卖家贡献超4800亿美元。值得注意的是，中国卖家占据亚马逊美国站TOP卖家的近50%。
Amazon's 2023 GMV exceeded $700 billion, with third-party sellers contributing over $480 billion. Notably, Chinese sellers account for nearly 50% of top sellers on Amazon US.
新兴市场拓展 | Emerging market expansion
TikTok Shop计划2024年新增澳大利亚、法国等八大站点；俄罗斯电商Wildberries瞄准中亚和中东市场；而Temu则通过超级碗广告实现单日下载量增长34%。
TikTok Shop plans to add eight new sites including Australia and France in 2024; Russian e-commerce Wildberries targets Central Asia and Middle East markets; while Temu achieved 34% daily download growth through Super Bowl ads.
技术创新驱动 | Technology innovation driving force
OpenAI推出的文生视频模型Sora将视频生成长度提升15倍至1分钟，360集团周鸿祎认为这将使AGI实现时间从十年缩短至两三年。
OpenAI's text-to-video model Sora increased video generation length by 15 times to 1 minute. 360 Group's Zhou Hongyi believes this will shorten AGI realization time from ten years to two-three years.
行业整合加速 | Industry consolidation accelerates
亚洲电商Qoo10将收购Wish平台；阿里巴巴两年减员约4万人；欧洲快时尚品牌Venca因亚洲竞争宣布破产。
Asian e-commerce Qoo10 will acquire Wish platform; Alibaba reduced staff by about 40,000 in two years; European fast fashion brand Venca declared bankruptcy due to Asian competition.
2024年电商预测 | 2024 e-commerce predictions
全球电商销售额预计2025年将超7.5万亿美元，占全球消费支出近四分之一。跨境电商卖家需关注欧盟《数字服务法》等新规实施。
Global e-commerce sales are expected to exceed $7.5 trillion by 2025, accounting for nearly a quarter of global consumer spending. Cross-border sellers need to pay attention to new regulations like EU's Digital Services Act.
