On the morning of September 10th, at the 2025 Cainiao Global Smart Logistics Summit, Cainiao Group CEO Wan Lin stated that global e-commerce is facing numerous changes and challenges in the short term, with the overall growth rate of e-commerce gradually slowing down. Global e-commerce growth has progressively decelerated to approximately 9%.

In May this year, US-bound shipment volumes from leading cross-border e-commerce platforms declined by 45% month-over-month. However, cross-border e-commerce is gradually recovering.

Global compliance thresholds have universally increased, with countries implementing more regulatory policies, continuously raising requirements for global cross-border e-commerce. By mid-2025, 56 countries and regions have implemented or plan to implement Extended Producer Responsibility (EPR) regulations.

He noted that e-commerce penetration still has room for 2% improvement, with B2B and B2C continuing to converge, accelerating omnichannel market penetration. The explosion of instant retail has brought higher consumer activity levels.