According to CICC's research report, the cross-border e-commerce boom will improve in 2026, and leading cross-border e-commerce sellers may face a reversal in business. In the context of the 2020-2023 epidemic, overseas e-commerce penetration rate increased, compounded by multiple catalysts such as European and American consumer subsidies and domestic platforms going overseas, cross-border e-commerce sellers accelerated the influx of cross-border e-commerce sellers and intensified industry competition; trade frictions between China and the US restricted overseas business expansion in 2024. Coupled with tightening e-commerce platform rules, declining traffic support, and stricter cross-border tax reporting and logistics supervision, etc., the pressure on small and medium-sized sellers is prominent. Starting in 2026, as the trade environment stabilizes, inventory pressure is absorbed, and last-tier companies are cleared, leading cross-border sellers may reverse their operations, and leading sellers or strong players will become stronger.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.