Cinda: The cross-border e-commerce industry is expected to optimize its structure, and we are optimistic about the globalization of supply chains and brands.

Cinda released a research report saying that they are optimistic about cross-border e-commerce sellers with good growth logic and profit safety cushions. China's manufacturing industry is globally leading, giving domestic products a cost advantage. The tariffs imposed by the United States may have short-term impacts, but in the long run, top sellers with comprehensive competitive advantages have stronger risk resistance and pricing power, which may optimize the industry's structure in the future. They recommend focusing on companies like Anker Innovations Technology, Ziel Home Furnishing Technology, CAROTE LTD, AUGROUP, Sailvan Times, Henglin Home Furnishings, Zhejiang Xidamen New Material, and Loctek Ergonomic Technology Corp, among others. Cinda's main points are as follows: - Chinese products are increasingly going global, with the United States facing short-term tariff challenges but long-term opportunities. - Amazon remains the main platform for international expansion, while emerging platforms offer differentiated growth opportunities. - Differentiated business models and core competencies will drive competition in the market. The report also discusses the structural upgrades in overseas markets, the trend towards brand-building, and potential growth opportunities for both specialized and diversified sellers. The risks identified include geopolitical factors, lower-than-expected overseas consumer demand, and inaccuracies in profit forecasts and data calculations.