跨境电商周报：Temu登顶韩国市场 阿里巴巴进军非洲电商
12月第四周（12月21日-12月27日），跨境电商行业迎来多项重要动态。以下是本周行业要闻及平台动态汇总：
Week 4 of December (Dec 21-27) witnessed significant developments in cross-border e-commerce. Here's the industry highlights and platform updates:
【核心要闻】
【Key Highlights】
- Temu成为韩国新增下载量最高应用
- 阿里巴巴启动首个非洲电商平台
- Shopee在巴西设立首个物流中心
- Temu向荷兰本地企业家开放平台
- 亚马逊否认要求卖家"二选一"
一、平台动态 | Platform Updates
Temu登顶韩国市场
韩国数据显示，Temu成为2023年前11个月韩国成年人新增下载量最高的应用。其中20-39岁女性用户占比显著。
Temu Tops Korean Market
Korean data shows Temu became the most downloaded app among Korean adults in the first 11 months of 2023, with significant adoption among women aged 20-39.
阿里巴巴进军非洲
12月26日，阿里巴巴正式在摩洛哥启动首个非洲电商平台，旨在帮助当地企业拓展北美市场。
Alibaba Enters Africa
On Dec 26, Alibaba officially launched its first African e-commerce platform in Morocco, aiming to help local businesses expand into North American markets.
二、物流与支付 | Logistics & Payments
Shopee巴西物流中心
Shopee宣布在巴西马瑙斯设立首个物流中心，以优化北部地区"最后一英里"配送服务。
Shopee Brazil Logistics Hub
Shopee announced its first logistics center in Manaus, Brazil to optimize "last mile" delivery services in the northern region.
连连数字获香港牌照
连连数字获得香港虚拟资产交易平台牌照，将拓展数字支付服务。
LianLian Digital Gets HK License
LianLian Digital obtained a Hong Kong virtual asset trading platform license to expand digital payment services.
三、政策与市场 | Policies & Markets
墨西哥征收电商增值税
墨西哥将从2025年1月起对所有外国电商平台征收16%增值税。
Mexico Imposes VAT on E-commerce
Mexico will impose a 16% VAT on all foreign e-commerce platforms starting January 2025.
四、跨境电商服务商 | Cross-border Service Providers
主要服务商包括：
- 物流：纵腾集团、递四方、菜鸟国际
- 支付：Paypal、PingPong、连连国际
- SaaS：店匠、易仓科技、店小秘
Major service providers include:
- Logistics: Zongteng Group, 4PX, Cainiao International
- Payments: Paypal, PingPong, LianLian Global
- SaaS: Shoplazza, Eccang, Dianxiaomi
【行业洞察】 跨境电商行业持续快速增长，平台全球化布局加速，新兴市场成为争夺焦点。物流和支付基础设施的完善将推动行业进一步发展。
【Industry Insights】 The cross-border e-commerce industry continues rapid growth, with platforms accelerating global expansion and competing for emerging markets. Improved logistics and payment infrastructure will drive further development.
