Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

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Thematic (Sector/Industry)

<ul><li>Chinese e-commerce platforms such as Temu and Shein are facing new challenges in delivering low-priced products from China to international markets, as countries including the United States enforce stricter regulations on small package imports.</li><li>On Jan. 11, U.S. Customs and Border Protection (CBP) introduced new rules targeting shipments sent to the same recipient via different channels on the same day or declared for import, if their total value exceeds $800.</li><li>The CBP’s Automated Commercial Environment system will monitor for discrepancies in shipment declarations, such as omissions or alterations designed to evade the value threshold. If irregularities are detected, it may result in delays in customs clearance, detentions or additional fees, according to the CBP.</li></ul>

Chinese e-commerce platforms such as Temu and Shein are facing new challenges in delivering low-priced products from China to international markets, as countries including the United States enforce stricter regulations on small package imports.On Jan. 11, U.S. Customs and Border Protection (CBP) introduced new rules targeting shipments sent to the same recipient via different channels on the same day or declared for import, if their total value exceeds $800.The CBP’s Automated Commercial Environment system will monitor for discrepancies in shipment declarations, such as omissions or alterations designed to evade the value threshold. If irregularities are detected, it may result in delays in customs clearance, detentions or additional fees, according to the CBP.

Temu and Shein Face Challenges as Countries Tighten Rules for Small Package Imports 

Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/miniso-group-holding-ltd" target="_blank" data-smartkarma-citation="entities:36659:1" rel="noopener">MINISO Group Holding (9896 HK)</a> has surged 34% since announcing strong 9M24 results, backed by robust revenue growth, in end November, 2024.</li>
<li>With strong growth prospects, the stock could scale further in 2025, driven by rapid store expansion, blind box toys, ACG goods, and collaborations with top IPs like Harry Potter.</li>
<li>MINISO’s evolution from a value retailer into a lifestyle brand with trademarked IP goods, innovative blind boxes, and creative retail formats enhances its competitive edge and drives growth.</li>
</ul>



MINISO Group Holding (9896 HK) has surged 34% since announcing strong 9M24 results, backed by robust revenue growth, in end November, 2024.
With strong growth prospects, the stock could scale further in 2025, driven by rapid store expansion, blind box toys, ACG goods, and collaborations with top IPs like Harry Potter.
MINISO’s evolution from a value retailer into a lifestyle brand with trademarked IP goods, innovative blind boxes, and creative retail formats enhances its competitive edge and drives growth.


MINISO (9896 HK): From Blind Boxes to ACG Hits—Growth Magic Continues in 2025!

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

<ul>
<li>In container shipping, 'normalization' means lower rates, lower margins, &amp; lower returns</li>
<li>In Chinese express, a potential recovery in ground segment, more risks in X-border business</li>
<li>In Chinese tourism, how will investors react to inevitable slowing</li>
</ul>


In container shipping, 'normalization' means lower rates, lower margins, &amp; lower returns
In Chinese express, a potential recovery in ground segment, more risks in X-border business
In Chinese tourism, how will investors react to inevitable slowing


Crystal Baller: Tracking Traffic's Key 2025 Themes & Events: Containers | Express | Chinese Tourism

<ul><li>Temu, the Chinese cross-border e-commerce platform owned by PDD Holdings Inc. has suffered its first major setback since launching in 2022 after Vietnam banned its operations citing regulatory non-compliance only two months after it entered the market.</li><li>Temu was ordered by the Ministry of Industry and Trade to stop using the Vietnamese language on its website and app, to notify customers that its e-commerce registration was under review, and to halt all marketing activities in the country, according to a report by Vietnam News Agency on Dec.</li><li>The suspension is Temu’s first since expanding into more than 80 countries around the world.</li></ul>

Temu, the Chinese cross-border e-commerce platform owned by PDD Holdings Inc. has suffered its first major setback since launching in 2022 after Vietnam banned its operations citing regulatory non-compliance only two months after it entered the market.Temu was ordered by the Ministry of Industry and Trade to stop using the Vietnamese language on its website and app, to notify customers that its e-commerce registration was under review, and to halt all marketing activities in the country, according to a report by Vietnam News Agency on Dec.The suspension is Temu’s first since expanding into more than 80 countries around the world.

Temu Suffers First Big Setback as Vietnam Suspends Its Operations 

Equity Capital Markets

<ul>
<li>US President-elect Trump has proposed new tariffs on China (and others) by January</li>
<li>Higher tariffs on Chinese goods could make Chinese imports more expensive in the US</li>
<li>For SHEIN &amp; Temu, larger threat still comes from potential reform of de minimis rules</li>
</ul>


US President-elect Trump has proposed new tariffs on China (and others) by January
Higher tariffs on Chinese goods could make Chinese imports more expensive in the US
For SHEIN &amp; Temu, larger threat still comes from potential reform of de minimis rules


SHEIN and Temu: Higher Tariffs Under 2nd Trump Admin an Additional Threat Beyond "De Minimis" Reform

Hong Kong

Zoetop Business Co., Limited, doing business as SHEIN, operates as a fashion e-commerce platform. The Company focuses on women's wear, men's apparel, children's clothes, accessories, shoes, bags, and other fashion items. SHEIN serves clients worldwide.

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SHEIN (1895674D HK)

Temu and Shein Face Challenges as Countries Tighten Rules for Small Package Imports

Chinese e-commerce platforms such as Temu and Shein are facing new challenges in delivering low-priced products from China to international...

Caixin Global

MINISO (9896 HK): From Blind Boxes to ACG Hits—Growth Magic Continues in 2025!

Growth in 2025 could pick up pace as MINISO accelerates its transformation from a value retailer into a lifestyle brand with more trademarked IP...

Devi Subhakesan

Crystal Baller: Tracking Traffic's Key 2025 Themes & Events: Containers | Express | Chinese Tourism

In this insight we outline the important 2025 themes & events facing the three sectors we cover in our monthly Tracking Traffic series: Container...

Tracking Traffic

Temu Suffers First Big Setback as Vietnam Suspends Its Operations

Temu, the Chinese cross-border e-commerce platform owned by PDD Holdings Inc. , has suffered its first major setback since launching in 2022 after...

Caixin Global

SHEIN and Temu: Higher Tariffs Under 2nd Trump Admin an Additional Threat Beyond "De Minimis" Reform

Despite noise from the new US administration regarding additional tariffs on imported Chinese goods, the bigger threat to SHEIN and Temu remains...

Tracking Traffic

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