Unique Research · Insight · November 9, 2022 · Full rewrite — not a stub
Macro: H1’22 China goods trade ¥19.8T (+9.4%); exports ¥11.1T (+13.2%). Goods exports ¥13.8T (2016) → ¥21.7T (2021), ~60% / CAGR ~8.5%. Cross-border ecom B2C: 2016–2025 CAGR ~20% (’16–’21 27%; ’21–’25 11%); retail-export CAGR next 3y ~12.83% → >¥4T by 2025; 2022 total CBEC ~¥12.1T. Global ecom retail $4.28T (2020), 18%→21.8% of retail by 2024; ecom users 3.4B→3.8B. Past 5y China CBEC import+export ~10×. Compliance shocks (2021 platform bans, PayPal) force rule-aware ops; data compliance rising.
Vendors. Go-global marketing SaaS + services TAM ~$28.5B in 2022 → >$53B by 2025 (CAGR ~23%). TikTok: 3B+ downloads, 1B+ MAU; non-game app revenue crown; Q1’22 consumer spend >$840M (+40% QoQ). “Made in China” → “Created in China” rides digital tools for brands/sellers — ERP, marketing cloud, influencer, logistics, compliance. B2B still dominates ticket size; B2C share keeps expanding. Charts in CN images — attach on ingest.
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