跨境电商周报：TikTok月活15.6亿，Temu开通OBM入驻，SHEIN成美国第三大时尚电商
【平台动态】 Platform Updates
TikTok全球用户数据亮眼：最新数据显示，TikTok全球月活跃用户达15.6亿，注册用户突破20.5亿，日均使用时长58分钟。其中18-34岁用户占比69.3%，性别分布均衡（男52%，女48%）。平台近期推出AI内容标签功能，并与OpenAI等第三方技术对接。
TikTok's Stellar User Growth: The platform now boasts 1.56 billion monthly active users and 2.05 billion registered accounts globally. Notably, 69.3% of users are aged 18-34, with nearly balanced gender distribution (52% male, 48% female). New AI-content labeling features integrate with OpenAI and proprietary tools.
Temu战略升级：拼多多旗下跨境电商平台Temu正式开通OBM（Original Brand Manufacturer）入驻通道，面向年销百万以上的国内服装品牌商，首批开放男装/运动装/孕妇装品类。天津港保税区完成首批Temu零售出口通关（3110单/3.7吨），韩国市场安装量连续7个月居首（4月新增228万次）。
Temu's Strategic Expansion: The platform launched OBM entry for domestic apparel brands with annual sales exceeding ¥1 million, initially targeting menswear/sportswear/maternity segments. Its first retail export batch cleared customs in Tianjin (3,110 orders/3.7 tons), while maintaining #1 app install position in South Korea for 7 consecutive months (2.28M new installs in April).
SHEIN市场地位跃升：Statista数据显示，SHEIN成为美国第三大在线时尚零售商，仅次于亚马逊和沃尔玛。平台与UPS旗下Happy Returns合作推出BORIS退货方案，消费者可在Forever 21门店无包装退货。
SHEIN's Market Ascent: Now ranked as America's 3rd largest online fashion retailer per Statista, SHEIN partnered with Happy Returns to launch BORIS return solution allowing package-free returns at Forever 21 stores.
【物流与政策】 Logistics & Policies
中俄物流成本飙升：铁路货运关税上涨$500-$800/柜，海运运费涨幅达$800-$1500。极兔速递获中东资本数千万美元增资，达飞集团新开中国-墨西哥快线M2X（每周8班）。
Sino-Russia Logistics Costs Surge: Rail tariffs rose by $500-$800/TEU while ocean freight rates jumped $800-$1500. J&T Express secured tens of millions in Middle East funding, as CMA CGM launched China-Mexico M2X express service (8 weekly voyages).
【数据洞察】 Market Insights
全球电商格局变化：俄罗斯Ozon/Wildberries首次跻身全球电商访问量TOP10；墨西哥以24.6%增速成为2023年全球增长最快电商市场；欧洲跨境电商规模达2370亿欧元（年增32%）。
E-commerce Landscape Shifts: Russian platforms Ozon/Wildberries debuted in global top 10 by traffic. Mexico led 2023 growth at 24.6%, while European cross-border sales hit €237B (+32% YoY).
【SEO优化提示】 SEO Tips
外贸企业可重点关注：TikTok西班牙站7月开放（本土+全托管模式）、Lazada物流成本最高降78%（Global Plus系统）、亚马逊南非站上线（20品类/免费配送）。建议结合"跨境电商+国家市场+品类"长尾词布局，例如"墨西哥服装跨境物流方案"、"TikTok西班牙站入驻条件"等。
For international SEO: Target TikTok Spain launch (July 1), Lazada's 78% logistics savings, and Amazon South Africa's free shipping. Optimize for long-tail queries like "Mexico apparel cross-border logistics" or "TikTok Spain seller requirements".
