[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$VPb55unkt5":3},{"id":4,"authorId":5,"author":6,"title":7,"status":8,"failedReason":9,"offlineReason":9,"type":10,"picture":11,"submitTime":12,"publishTime":13,"seoTitle":14,"seoKeywords":15,"seoDescription":16,"seoKeywordsList":9,"workOrderNo":17,"source":8,"moreInfo":18,"sourceName":19,"reviewer":20,"description":21,"content":22,"showPv":23,"pv":24,"great":25,"collection":25,"comment":25,"remark":9,"topicIdList":9,"firstTagIdList":9,"secondTagIdList":9,"tagNameList":9,"isGreat":26,"isCollection":26,"orgAccountInfoBO":27,"topicList":45,"firstTagList":52,"secondTagList":53,"lockUser":9,"articleModeType":9,"originContent":9,"aiRewriteContent":9,"commentCount":9},"127414047","2768","Sorftime","亚马逊Haul吸引3000+卖家，GMV或达20亿美元，但体量仍难敌Temu",2,null,1,"https:\u002F\u002Fcdn.10100.com\u002Fcontent\u002F20260414\u002F584fba8d-446b-4689-b851-4be87b6e9e6d.png","2026-04-14 13:05:00","2026-04-14 09:24:08","亚马逊Haul吸引3000+卖家，GMV或达20亿美元，但体量仍难敌Temu- 大数跨境","","3287卖家20亿GMV难敌Temu300亿 文|Sorftime AI Studio 3000 名","11202604141305002855","{\"url\": \"https:\u002F\u002Fmp.weixin.qq.com\u002Fs\u002FG2zQWyXsKmOBCvcIjA1l7A\", \"author\": \"Sorftime\", \"publishTime\": \"2026-04-14 09:24:08\"}","【Sorftime跨境资讯】公众号，原文《亚马逊Haul吸引3000+卖家，GMV或达20亿美元，但体量仍难敌Temu》，大数AI优化","system","根据 Marketplace Pulse 数据，目前共有 3287 名卖家参与美国 Amazon Haul 项目。价格分层清晰： 994 名卖家平均单价低于 10 美元， 636 名在 10 至 15","\u003Cp>\u003Cspan>\u003Cimg src=\"https:\u002F\u002Fcdn.10100.com\u002Fcontent\u002F20260414\u002Fc6f5ff93-09e5-4947-bf40-a2d6053f702a.png?x-oss-process=style\u002Fwmlogo\" loading=\"lazy\"  style=\"width: 100%;display: block;\">\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cbr>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cimg src=\"https:\u002F\u002Fcdn.10100.com\u002Fcontent\u002F20260414\u002F407d0b46-de04-4d8f-8570-11ea0845101f.png?x-oss-process=style\u002Fwmlogo\" loading=\"lazy\"  style=\"width: 100%;display: block;\">\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cblockquote>\n \u003Cp>\u003Cspan>3287卖家20亿GMV难敌\u003Ca href=\"https:\u002F\u002Fwww.10100.com\u002Fu\u002F8154\">Temu\u003C\u002Fa>300亿\u003C\u002Fspan>\u003C\u002Fp>\n\u003C\u002Fblockquote>\n\u003Ch6>\u003Cspan>文\u003C\u002Fspan>\u003Cspan>\u003Cspan>|\u003C\u002Fspan>\u003C\u002Fspan>\u003Cspan>\u003Ca href=\"https:\u002F\u002Fwww.10100.com\u002Fu\u002F2768\">Sorftime\u003C\u002Fa> AI Studio\u003C\u002Fspan>\u003C\u002Fh6>\n\u003Ch3>\u003Cspan>3000 名卖家分层：低于 10 美元的平均年收入 50 万\u003C\u002Fspan>\u003C\u002Fh3>\n\u003Cp>\u003Cspan>根据 Marketplace Pulse 数据，目前共有 3287 名卖家参与\u003Ca href=\"https:\u002F\u002Fwww.10100.com\u002Fencyclopedia\u002Fexplain\u002F39704\">美国\u003C\u002Fa> Amazon Haul 项目。价格分层清晰： 994 名卖家平均单价低于 10 美元， 636 名在 10 至 15 美元区间， 424 名在 15 至 20 美元之间。其余 1233 名平均单价在 20 美元以上，表明他们仍在测试阶段，并未全力押注超低价模式。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>各价格带卖家的年均营收估算：\u2029- 低于 10 美元区间：约 50 万美元\u2029- 10 至 15 美元区间：约 94 万美元\u2029- 15 至 20 美元区间：约 130 万美元\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>基于各层级卖家整体经济模型， Marketplace Pulse 估计 Amazon Haul 美国年 GMV 约为 20 亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Ch3>\u003Cspan>97.5%的卖家来自中国或\u003Ca href=\"https:\u002F\u002Fwww.10100.com\u002Fhd?city=810100\">香港\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fh3>\n\u003Cp>\u003Cspan>Haul 的卖家构成高度集中：低于 10 美元区间的卖家中， 97.5%在中国大陆或香港注册。考虑到部分中国实体通过美国法律实体进行注册，实际比例可能更高。这一结构与 Temu 和 \u003Ca href=\"https:\u002F\u002Fwww.10100.com\u002Fu\u002F11234\">Shein\u003C\u002Fa> 的卖家基础高度重合，也是\u003Ca href=\"https:\u002F\u002Fwww.10100.com\u002Ftag\u002F1193\">亚马逊\u003C\u002Fa>在低价市场直接与这两家平台竞争的底气所在。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>亚马逊近期表示 Haul 低于 10 美元的商品已超过 100 万个 SKU ，并在全球范围内通过 Amazon Bazaar 扩展至超过 25 个市场。根据产品页面信息， 75%的订单在 11 天内送达，体现了超低价+慢配送这一直运中国模式的核心权衡。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Ch3>\u003Cspan>对标 Temu 和 Shein ： 20 亿 vs 300 亿和 180 亿\u003C\u002Fspan>\u003C\u002Fh3>\n\u003Cp>\u003Cspan>尽管进展迅速， Haul 的体量与其直接竞争对手相比仍然悬殊。 Temu 2025 年美国 GMV 估计约 300 亿美元， Shein 约 180 亿美元，这意味着 Haul 的 20 亿美元仅占直接来自中国跨境市场的个位数百分比。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Ch3>\u003Cspan>关税困局：长期战略的最大不确定因素\u003C\u002Fspan>\u003C\u002Fh3>\n\u003Cp>\u003Cspan>关税环境使长期战略面临复杂局面。 2025 年 5 月 de minimis 豁免暂停，迫使中国平台全面重组运营结构；近期最高法院否决\"解放日关税\"的裁决又为关税税率带来了新的不确定性。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>亚马逊似乎愿意承受损失以维持市场份额——在一个与几十年 Prime 优化策略相悖的领域进行竞争。但这一矛盾的逻辑或许正是战略所在：不让竞争对手将\"便宜\"定义为\"快速\"的对立面，亚马逊正在证明它可以在购物者看重的任何维度上竞争。 Haul 的进展表明亚马逊能够建立起有意义的直运中国业务，但持续考验在于：当补贴最终结束，在已经消除了该模式可行条件的监管环境下，它能否实现盈利。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>题图来源: Marketplace Pulse\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>- END -\u003C\u002Fspan>\u003C\u002Fp>","281","193","0",false,{"id":5,"status":28,"accountNumber":29,"nickName":6,"gender":8,"identity":30,"authenticationStatus":8,"authenticationType":10,"claimStatus":10,"failedReason":9,"freezeReason":9,"phoneNumber":31,"email":9,"picture":32,"description":33,"registerTime":34,"submitTime":34,"area":35,"lastLoginTime":36,"lastLoginIp":9,"lastLoginArea":9,"accountName":37,"wechatNumber":9,"wechatQrcode":15,"wechatOfficialAccountQrcode":15,"fansTotal":25,"followTotal":25,"pvTotal":38,"showPvTotal":39,"createTime":34,"updateTime":40,"deleteFlag":28,"areaName":9,"contentTotal":41,"isFollow":9,"validityPeriodStart":42,"validityPeriodEnd":43,"companyLogo":44,"companyAbbreviation":6,"companyName":37,"accountPoints":9,"level":28,"accountType":10,"regSource":10},0,"sorftime",11,"023-67834586","article\u002F0b2504c1848543c5901b5a114373f62a.jpg","致力打造重庆本地跨境电商生态圈，联合中小卖家，互帮互助，共享资源。为卖家提供及对接培训，软件，人才，供应链等全套服务。","2023-11-20 11:03:40","500000","2025-01-27 14:40:32","菲欧坦（重庆）数据科技有限公司","25210","35349","2026-04-26 06:00:22","824","2023-11-20","2024-11-20","company\u002F46acabd559fd477caf463bc742042401.png",[46],{"contentId":4,"id":47,"name":48,"status":28,"type":10,"subType":8,"description":49,"changeTime":50,"pv":51,"firstTagIdList":9,"firstTagList":9},"3","出海蓝图","跨境人必须知道的海外市场格局","2023-02-10 09:45:23","6058163",[],[]]