【Domestic E-commerce】
JD.com: The iPhone 17 series has been on the shelves for 6 hours, with reservations exceeding 2 million
September 10th news, Apple held a 2025 autumn press conference early this morning, launching the new iPhone 17 series, which will start pre-order at 8 pm on September 12 and will be available on September 19th. At present, reservations have been opened simultaneously for Apple's JD self-operated flagship store. According to JD.com data, the total number of reservations for new iPhone 17 series products exceeded 2 million for 6 hours after the reservation was started. It is understood that as the first launch channel, JD.com provides users with a number of purchase rights and interests, including a subsidy of up to 2,100 yuan for old-for-new, a national subsidy of 500 yuan for designated models, and a maximum interest-free installment service for 24-period. In addition, JD.com will also provide users with "minute delivery" delivery services.
The cumulative order volume of Dewu Wuhan bonded warehouse exceeded 1 million orders
On September 10, the China Optics Valley official account issued a statement saying that recently, the cumulative order volume of Dewu Wuhan bonded warehouse exceeded 1 million orders. Data provided by the company shows that the order volume of Dewu Wuhan bonded warehouses in August increased by nearly 30 times compared with the first month of business, and more and more young people are buying global trendy products from Optics Valley.
Taobao Campus Service Center is located in many universities in Hangzhou
September 10th, Taobao Campus Service Center has been launched in many universities such as Hangzhou Normal University, Zhejiang University of Technology Pingfeng Campus, Zhejiang University of Foreign Languages, Zhejiang University of Finance and Economics, and will be opened one after another during the school season. It is reported that Taobao Campus Service Center integrates functions such as express delivery, takeaway services, Xianyu recycling zone and public welfare services. The relevant person in charge said that the first choice of Hangzhou universities is mainly based on two considerations: First, Taobao and many universities in Hangzhou have a long-term school-enterprise cooperation foundation; Second, Hangzhou, as the location of Alibaba's headquarters, has resource advantages, can collect feedback from teachers and students faster, efficiently optimize service content and operation rhythm, and form a reusable model. At this stage, the project focuses on "making a good experience and polishing model". If the pilot results are significant, Taobao will further develop service products suitable for the campus market.
The first 1688 ceramic product selection center in the country is located in Dehua, Quanzhou
September 10th news, "Digital Trade Depian Going Overseas-1688 Dehua Ceramics Product Selection Center Launching Ceremony" was recently successfully held in China Ceramics E-commerce Logistics Park. 1688 Dehua Ceramics Product Selection Center is the first ceramic product selection center established by 1688 in the country. It aims to build the largest and most comprehensive ceramic digital supply chain platform, and fully empower Dehua Ceramics to brand, digital and international development. In 2024, the transaction scale of the 1688 Dehua Industrial Belt has exceeded 5 billion yuan, showing a deep industrial foundation and digital vitality.
Zhuan: After the release of the new iPhone 17 series, the search volume of second-hand Apple phones increased by 150% month-on-month
On September 10, after Apple held the 2025 fall new product launch conference, the popularity of Apple mobile phones on second-hand platforms has increased. Zhuanzhuan data shows that on the day after the press conference, the number of searches related to second-hand Apple phones increased by 150% month-on-month, and the number of recycled inquiry increased by 210% month-on-month.
Suning.com launches "national interest subsidy" with a maximum subsidy of 3,000 yuan
September 10th news, the personal consumption loan interest subsidy policy will be officially implemented from September 1st. It covers multiple consumer fields such as home decoration, electronic products, cultural tourism, health care, etc., and consumers can enjoy interest subsidy benefits. In order to help more consumers make good use of the benefits of national subsidy policy, Suning.com and Alipay officially launched the "national interest subsidy" discount. Consumers can enjoy 1% fiscal interest subsidy when shopping on Suning.com online platform, and save up to 3,000 yuan for multiple orders.
JD Qixian Xiaoqian entered Jinjiang Hotel
On September 11, JD.com and Jinjiang Hotel (China Region) signed a strategic cooperation agreement, which will deepen cooperation in three major areas: innovation in catering consumption scenarios, hotel and tourism services, and supply chain collaboration.
【Live E-commerce】
TikTok Life Service announced the launch of the "Fireworks Store Support Plan"
On September 10, Douyin Life Service announced the launch of the "Fireworks Store Support Plan", which helps more offline small and medium-sized catering merchants break through business bottlenecks and achieve business growth through a series of measures such as traffic incentives, experts to explore stores, store materials, product subsidies, and list honors.
Transfer TikTok Life Service Organization Adjustment Tu Qing takes over the market and expert operations
On September 10, there was a market news that Douyin Life Service has completed a new round of organizational adjustments. This adjustment mainly involves personnel rotation and reporting relationship changes in the three major lines of the northern region, expert operation and marketing department. The core changes include: Tu Qing, the former head of Douyin Life Service North District, was transferred to the head of Douyin Life Service Marketing Department and Expert Operations, and was fully responsible for the operation strategies of the marketing department and Expert Side; Su Yiran officially resigned as the head of the life service market; Xu Kai took over Tu Qing and became the new head of the North District, and reported to Pu Yanzi; Huang Yi continued to serve as the head of the expert operation and would turn to Tu Qing in the future. The media asked ByteDance for confirmation, and the official has not responded as of press time.
Douyin e-commerce cracks down on "pick-up card" traffic fraud. 1,229 illegal stores have been dealt with 373
On September 10, the Douyin E-commerce Security and Trust Center issued a special governance announcement on the drainage fraud of "fruit pickup card". The announcement stated that some merchants used low-priced fruits as a gimmick, but actually issued fake pickup cards, inducing consumers to scan the code to download third-party software or recharge first and then pick up the goods, causing user property losses. Up to now, the platform has dealt with 1,229 illegal stores and 373 experts. Traffic fraud, as a chronic disease in online fraud, has existed in the industry for a long time. Douyin E-commerce stated that it will and continue to strengthen governance to effectively safeguard the legitimate rights and interests of consumers.
【Express】
Best Express Changzhou Distribution Center is newly put into operation, with a site expansion of 61%
On September 10, the relocation ceremony of Best Express Changzhou Distribution Center was held recently, marking a key step in the standardization of operation. After the relocation, the area of Changzhou distribution center reservoir area increased by 61%, with a total scale of 37,000 square meters. The service scope covers many regions such as Changzhou, Jintan, Zhenjiang, Liyang, Jiangyin, Jingjiang, Yixing, etc., which strongly supports 94 first-level franchisees and 531 stores, further consolidating the foundation of the regional logistics network.
Cainiao CEO Wan Lin: Global e-commerce faces many changes and challenges in the short term
September 10, at the 2025 Cainiao Global Smart Logistics Summit, Cainiao Group CEO Wan Lin said that global e-commerce is facing many changes and challenges in the short term, and the growth rate of the entire e-commerce is gradually slowing down, and the growth rate of global e-commerce has gradually slowed down to around 9%. He said that the penetration rate of the entire e-commerce company still increases by 2%, and B2B and B2C continue to integrate to accelerate omni-channel market penetration. The explosion of instant retail has brought higher consumption activity.
China's e-commerce logistics index in August was 112.3
On September 10, the China E-commerce Logistics Index in August 2025 jointly released by the China Federation of Logistics and Procurement and JD.com Group was 112.3 points in August 2025, up 0.3 points from the previous month, continuing to hit a new high this year. Among the sub-indexes, the total business volume index, rural business volume index, personnel index, logistics timeliness, performance rate index, and satisfaction index have increased, the inventory turnover rate index, load rate index and cost index have decreased, and the logistics timeliness index is the same as last month.
【Others】
JD Takeaway: Free red cape raincoat for full-time riders
September 10th news, according to JD Blackboard News, the number of alternating seasonal rainfall weather has increased recently. JD official announced that in addition to measures such as timeout exemption, dynamic delay and premium subsidy in bad weather, JD Takeaway will also configure red cape raincoats for full-time riders for free.
The first Sam membership store in Zhongshan officially opened
On September 10th, Zhongshan's first Sam's membership store officially opened at 9:00 this morning. This is the 10th opening in the Guangdong-Hong Kong-Macao Greater Bay Area and the 57th opening in the country. It is also the first Sam's membership store in the Greater Bay Area that meets the "Green Construction Three-Star" building standards.
Meituan: Dianping officially "restarts" quality takeaway service
On September 10, Meituan announced that from now on, Dianping will officially "restart" quality takeaway service. It will analyze user needs through B-side self-developed large models, combine massive real evaluation data, and further eliminate non-real review data, and provide users with reliable decisions with "AI + real high score". The first batch of high-score dine-in restaurants have gathered more than one million. In the future, Dianping will continue to invite more new restaurants to join based on the real customer ratings and the real operation of merchants, so that all high-score dine-in restaurants across the country can provide users with comprehensive services in-store and home delivery. Meituan’s C-end AI intelligent service will also be released within a week and is currently in the “closed building testing” stage.
Meituan C-end AI Intelligent Service will be released within one week
On September 10, Meituan announced that from now on, Dianping will officially "restart" quality takeaway service, and will analyze user needs through B-side self-developed large models, combining massive real evaluation data, and further eliminate non-real review data. In addition, Meituan’s C-end AI intelligent service will also be released within one week and is currently in the “closed building testing” stage.
【Foreign】
Amazon updates FBA return policy Adds ownership settings for damaged inventory
On September 10, Amazon updated the FBA return evaluation policy and launched a new setting called "Broken Inventory Ownership", which will directly affect the seller's compensation rights when the goods are damaged. Under the new policy, sellers can find this option under the backend "Settings>FB>FB Return Evaluation and Ownership Settings>Broken Inventory Ownership". The system default is set to "Allow Amazon to own all ASINs". In this case, if the product is damaged in Amazon's warehousing, distribution and other links, the platform will automatically compensate, and the seller does not need to submit additional evidence. Sellers can also manually change the settings. If you select "Allow some ASIN", you need to upload the corresponding ASIN list; if you select "Prohibit any ASIN", it means that the seller voluntarily waives the right to claim damages caused by Amazon operations and bears all losses at his own expense, which is relatively high.
TikTok Shop: Brazil's GMV reached US$46.1 million in August
On September 10, the latest report released by Momentum Works shows that since officially entering the Brazilian market in May 2025, TikTok Shop has increased its monthly transaction total (GMV) from US$1 million in May to US$25.7 million in July in just three months, an increase of 25 times. In August, TikTok Shop's GMV in Brazil was close to US$50 million, reaching US$46.1 million, a 79.4% month-on-month increase from July, which is already exceeding TikTok Shop's average monthly GMV in Singapore in the first half of 2025.
Walmart plans to open its first batch of private-brand stores in South Africa
Walmart announced on Tuesday that it plans to open its first batch of private-brand stores in South Africa. The stores are already under development and are scheduled to open by the end of the year, and will provide local consumers with fresh food, home essentials, clothing and popular technology products. Kathryn McLay, CEO of Walmart International, said opening a private-brand store will allow Walmart to focus on low-priced product lines and provide global brands while still collaborating with South African suppliers and entrepreneurs.
Shopee 9.9 Super Shopping Festival cross-border sales surged 8 times in the first two hours
September 10th news, the Shopee 9.9 Super Shopping Festival kicked off before. In just 2 hours of the opening, the overall sales of cross-border sellers achieved an 8-fold surge (the increase in the article is compared with the performance of weekdays), showing the strong attraction of cross-border products to consumers. Among them, localized fulfillment sales increased to 8 times, and official warehouse sales soared to 11 times. Domestic brands also achieved impressive results, with sales soaring 22 times, leading the market. The platform's content ecosystem has released great vitality, and the number of cross-border live broadcast orders on Shopee Live has increased to 10 times, helping sellers achieve rapid conversions in interactions closer to local consumers.
Cainiao CEO Wan Lin: External orders have increased by more than 200% since the fiscal year
September 10th news, at the 2025 Cainiao Global Smart Logistics Summit, Cainiao Group CEO Wan Lin said that Cainiao's external orders have increased by more than 200% since the fiscal year. He said that Cainiao is improving aviation networks and charter flight routes, and enhancing key market trunk lines in key markets such as Europe, Latin America, and Southeast Asia. Increase the global 5-day delivery route of C2G, and add 6 new national delivery routes and 5 natural day delivery. In addition, Cainiao will also increase G2G cross-border network coverage, and pan-European and Middle East networks provide as fast as 3-day delivery services. Cainiao will also expand its overseas e-commerce platform to connect to South America's largest cross-border e-commerce platform. Wan Lin said that Cainiao’s cross-border logistics network has reached 200 countries and regions. Intelligent customs clearance at more than 100 ports around the world.
Cainiao CEO Wan Lin: Global e-commerce faces many changes and challenges in the short term
September 10, at the 2025 Cainiao Global Smart Logistics Summit, Cainiao Group CEO Wan Lin said that global e-commerce is facing many changes and challenges in the short term, and the growth rate of the entire e-commerce is gradually slowing down, and the growth rate of global e-commerce has gradually slowed down to around 9%. He said that the penetration rate of the entire e-commerce company still increases by 2%, and B2B and B2C continue to integrate to accelerate omni-channel market penetration. The explosion of instant retail has brought higher consumption activity.
General Administration of Customs: China's trade volume with ASEAN reached 4.93 trillion yuan in the first eight months, an increase of 9.7%, firmly ranked first in trading partner
On September 10, the latest data from the General Administration of Customs showed that in the first eight months of 2025, ASEAN continued to maintain its position as China's largest trading partner, with the total bilateral trade value reaching 4.93 trillion yuan, a year-on-year increase of 9.7%, accounting for 16.7% of China's total foreign trade value. As the second largest trading partner, the EU's trade volume was 3.88 trillion yuan, an increase of 4.3%, accounting for 13.1%. The United States ranked third, with trade volume of 2.73 trillion yuan, a year-on-year decrease of 13.5%, accounting for 9.2%. During the same period, China's total import and export value of countries jointly built the "Belt and Road" reached 15.3 trillion yuan, an increase of 5.4%. These data reflect that China's foreign trade partner structure continues to be optimized, trade exchanges between ASEAN and the "Belt and Road" countries are becoming increasingly close, while Sino-US trade has declined significantly due to multiple factors.
Cainiao International Logistics Four major layouts were exposed: 6 new countries were added in the world on the 5th, and overseas local express orders increased by 200%.
September 10, Cainiao Group CEO Wan Lin revealed his latest strategic layout in international logistics at the Global Smart Logistics Summit on September 10. This year, Cainiao has connected to major e-commerce platforms around the world, focusing on the development of four major areas: global supply chain, cross-border logistics, overseas local express delivery and logistics technology. In terms of cross-border logistics, the "Global 5-day delivery" service has been added to cover 6 Eurasian countries including Vietnam and Singapore, and some routes can be delivered on 5 days; in terms of overseas local express delivery business, it has been deeply expanded in 9 markets, with an increase of more than 200% since April. At the same time, logistics technology has more than 800 global cooperation projects, providing services to 26 Fortune 500 companies. The application of AI technology is promoting the process of end-to-end unmanned. Wan Lin emphasized that the long-term growth of e-commerce will drive the upgrade of logistics to the combination model of "cross-border direct mail + [overseas warehouse] + local delivery". Cainiao is striving to consolidate the advantages of China's supply chain and replicate successful experiences to overseas markets.
Wildberries adjusts logistics costs again: transportation costs of large items surge 46%, sellers' profits are under pressure
On September 10, Russian e-commerce giant Wildberries announced that it will implement the fourth logistics fee adjustment this year from September 15. The price adjustment will mainly target large goods, with the basic coefficient increased from 38 rubles to 46 rubles (an increase of 21%), while the additional volume fee increased by 47%. Expert evaluation shows that the logistics costs of commodities with volumes of more than 100 liters will rise by more than 46%, which will lead to a general drop in sellers' profit margins below 15%. Transportation expert Konstantin Delbenev pointed out that low-priced commodities are particularly affected - the logistics share of 700 rubles will increase from 7% to 30%. Although the platform retains preferential policies for small items and a 60-day warehousing-free policy, the new regulations restrict sellers participating in the promotion from arbitrary price adjustments, forcing some merchants to seek third-party logistics solutions. Wildberries explained that the price adjustment is due to the rising market operating costs, and the new ladder pricing system aims to more fairly reflect the needs of different sellers. This round of price increases may reshape the Russian e-commerce logistics landscape and accelerate the industry reshuffle.
Mexico's 2026 budget plans to impose tariffs on more than 1,400 imported goods
In the 2026 budget submitted, the Mexican government proposed to impose new tariffs on more than 1,400 imported goods, mainly targeting countries and regions that have no free trade agreements with Mexico. This policy aims to enhance domestic production capacity and alleviate the trade deficit. Finance Minister Edgar Amador stressed that the tariff is in line with relevant regulations of the World Trade Organization and the government will be cautious about the possible impact on production and prices. In addition, he noted that the measure is closely related to future trade negotiations with North American partners, including the United States. Experts predict that with the majority of the ruling party in both houses of Congress, the relevant proposals in the budget will be passed smoothly.
Amazon announced the closing date for the peak season of warehouse entry: you must enter the warehouse before October 30 before you can participate in the Black Friday Network's first promotion
September 10 news, Amazon recently announced its peak season logistics arrangements, requiring FBA sellers to deliver goods to the operation center by October 30 in order to participate in year-end promotions such as Black Friday and Cyber Monday, and to obtain the Prime logo. The platform specifically reminds that customer orders will be processed first starting from November, which means that the incoming operation time will be extended, which may lead to delays in receipt. Therefore, Amazon recommends that sellers fully consider possible delay factors and update the store’s delivery time settings in a timely manner to ensure normal sales during peak seasons. This arrangement is designed to improve the logistics experience during the big promotion period. Sellers need to plan inventory and logistics in advance to avoid missing the year-end sales peak.
Temu launches a seller traffic support plan: bind cooperative warehouses to enjoy exclusive traffic support
On September 10, Temu platform launched a traffic support plan for sellers. Sellers only need to complete the binding with the cooperative warehouse and turn on the corresponding function switch to enjoy the exclusive traffic support provided by the platform. After successful binding, the buyer will see the prompt on the product page that "It is expected to ship from the partner warehouse, ship within 13 hours at the fastest", which will significantly increase the conversion rate. Sellers can complete relevant operations through the "Cooperation Docking Warehouse-Warehouse Binding" page of Temu Seller Center Global Zone, and enable the "I want to obtain exclusive product traffic support". The platform stated that the policy will not affect the existing delivery model, but sellers who have not bound a partner warehouse will not be able to enjoy this benefit. This traffic support plan is designed to help sellers increase store sales and optimize buyers' shopping experience.
Get off with a good start! Shopee 9.9 Super Shopping Festival cross-border sales surged 8 times in the first two hours
September 10 news, on September 9, the Shopee 9.9 Super Shopping Festival kicked off. In just 2 hours of the opening, the overall sales of cross-border sellers achieved an 8-fold surge (the increase in the article is compared with the performance of weekdays), showing the strong attraction of cross-border products to consumers.
Amazon launches subsidies up to 3,000 euros to support green label certified sellers
On September 10, Amazon has stepped up efforts to promote climate-friendly program (CPF) certified products, providing significant traffic support for products that obtain "green label". Data shows that the global traffic of green label products has increased by 10%, sales volume has increased by 12%, and the growth rate among the five EU countries has reached 15%. The platform has opened 22 core traffic portals for green label products, covering important scenarios such as search recommendations and homepage display. Recently, Amazon also launched a subsidy policy of up to 3,000 euros to encourage sellers to participate in the program. Successful cases show that after some sellers pass the green label certification, their sales on membership day increased by as much as 10 times, and the cost of advertising CPC was reduced by 56%. As the Black Five promotion approaches in the second half of the year, green label products will enjoy exclusive placement and free traffic support, and the certification cycle will only take 4 weeks, which provides sellers with new opportunities to break the traffic bottleneck.
Amazon Air Cargo enters the Caribbean market for the first time: Opening seven-week routes from Miami to Santo Domingo
On September 10, Amazon Air Cargo recently announced that it would expand its business to the Dominican Republic, officially opening seven weekly cargo flights from Miami to Santo Domingo, hosted by 21 Airlines. This is Amazon’s first entry into the Caribbean market and provides heavy cargo transportation services to third parties through its partner ALK Global Logistics, aiming to improve regional logistics efficiency and support e-commerce transportation. Amazon Air Cargo was founded in September 2024 and focuses on a freight business independent of the Amazon parcel ecosystem. The new route will provide exporters and importers with faster and more reliable logistics solutions, and Santo Domingo International Airport is being expanded to cope with the growing e-commerce traffic. Previously, Amazon had launched daily flights from Miami to Bogota, and this expansion further reflects its strategic layout in expanding the international freight market.
Shopee Indonesian site implements bank change more re-verification
In order to improve account security, Shopee Indonesian website has introduced strict verification measures for the addition or change process of bank accounts of local store sellers. The new regulations require sellers to be unable to operate by themselves through the App or the Seller Center. They must contact Shopee customer service to obtain document guidance, submit the "Shopee Seller Data Change Form" signed by the director or store owner and stamped with the company's seal, and must send the application through the store's official email address. The review will be completed within 5 working days after the information is complete, and the new account name must be consistent with the store registration entity. If a new account is required due to changes in the company's ownership, the seller's balance withdrawal will be limited to 7 days. This move is designed to ensure that only authorized parties can operate fund withdrawals and prevent account security risks.
Ozon optimizes product classification and introduces backpack type segmentation
September 10 news, from September 5 to October 15, 2025, Russian e-commerce platform Ozon will optimize and adjust its product classification system, mainly including merging certain product types, re-dividing some types to other categories, and updating some type names. Taking the backpack category as an example, the original "tourist backpack" and "hunting backpack" will be unified as "backpack" and will be distinguished by the "backpack purpose" attributes, such as "tourism" or "hunting". This adjustment will not affect the sales expenses and content ranking of the products, nor will it affect the integration, warehousing and distribution of products. It aims to optimize the platform classification structure and improve the efficiency of search and management.
Australia Post announced that it will resume parcel services to the United States by September 25
On September 10, Australia Post announced that it is expected to resume service to the United States by September 25. Previously, due to adjustments to US tariff policies, the company suspended most of its US parcel business from August 26, retaining only letters, documents and gift packages with no commercial value. Currently, Australia Post is working with Zonos, a third-party service provider approved by the U.S. Customs and Border Protection, to ensure compliance with the new regulations. Gary Starr, the company's executive general manager, said the suspension was not due to the company's own reasons, but was affected by the "complex and changing situation" faced by postal operators around the world. He stressed that the current priority is to provide customers with solutions to help them re-plan their business, and said that if it goes well, the service may be restored early.
Shahbandr launches its first Arabic AI content toolkit for free for merchants
September 10, Saudi e-commerce platform Shahbandr launched the new AI toolkit "Shahbandr AI", the first Arabic-generated AI suite in the Middle East and North Africa that is fully integrated into e-commerce stores. The toolkit allows merchants to quickly generate product images, videos, audio materials and marketing copy in a unified console. Its interface is fully designed in Arabic and is free to all stores on the platform, without additional subscriptions or payments. Co-founder and CTO Tamer Sharkas pointed out that the tool provides a convenient user experience for merchants with non-technical backgrounds. It only needs to click on the preset prompt to generate content in multiple aspects, thereby greatly reducing the cost of content creation. It is worth noting that Shahbandr AI is closely integrated with the Videocommerce video e-commerce function that previously covered more than 18,000 stores, and has made significant improvements in sales conversion and customer interaction. The release of this suite further consolidates Shahbandr's strategic positioning as a pioneer in e-commerce empowerment in the region.
Shopee Indonesian site strengthens account security measures: bank information changes require manual review and email verification
In order to improve account security, Shopee Indonesian website has implemented strict verification measures for the addition or change process of bank accounts of local sellers. According to the new regulations, sellers cannot operate by themselves through the App or the Seller Center. They must contact Shopee customer service to obtain relevant document guidance and submit the "Shopee Seller Data Change Form" signed by the director or store owner and stamped with the company's seal. At the same time, the application must be sent through the store's official email address. The review will be completed within 5 working days after the information is complete, and the account name of the new account must be consistent with the registered store entity. If a new account is required due to a change in the company's ownership, the seller's balance withdrawal will be subject to a 7-day limit. These measures are designed to ensure that only authorized personnel can make withdrawals to prevent account security risks.
