Temu's Brazil Site Sees 11,000% Surge to 142.9M Visits in January 2025; TikTok Shop Set to Launch in Brazil in April
Latest news and analysis on China’s global e-sellers
Here’s our pick for last week’s news:
Temu Lands in Spain and Italy
Temu's Brazil Site Sees 11,000% Surge to 142.9M Visits in January 2025
TikTok Shop Set to Launch in Brazil in April
U.S. Sellers Turn to Mexico Market Amid TikTok Uncertainty
AliExpress' "Big Save" Drives 95% of Brands to $1M and Aims for 1,000 More in 2025
Trump Eyes TikTok Sale with Oracle as Lead Bidder
SHEIN to Host 150+ Industrial Matchmaking Events to Boost Global Expansion
Xiaomi Expands Smart Home Business to Japan with New Retail Stores
Dreame Ventures Into Major Home Appliances
Shenzhen IMC E-commerce Secures Nearly 100 Million RMB in Pre-IPO Funding
AMIGOS ROBOTICS Sets Sights on B2B Robotics Market with New Funding from Anker
Temu Lands in Spain and Italy
Temu has officially launched in Spain and Italy, offering a range of products from fashion to electronics. Known for its low prices and subsidies, Temu aims to disrupt Europe's online shopping scene, directly competing with SHEIN and Amazon. The platform promises fast, 7-10 day delivery through local logistics partnerships, positioning itself as a cost-effective alternative for budget-conscious European shoppers. This move marks a significant step in Temu's strategy to expand its presence across key global markets.
Temu's Brazil Site Sees 11,000% Surge to 142.9M Visits in January 2025
Temu's Brazil site hit 142.9 million visits in January 2025, soaring 11,000% YoY, according to Conversion. Three strategies drive this growth. Factory-direct pricing keeps products 15-25% cheaper than local competitors, catering to Brazil's low-to-middle-income shoppers. Gamified shopping features like cash giveaways and group discounts push return rates to 68% and daily engagement to 22 minutes. And fast logistics ensure 7-10 day China-to-Brazil delivery, with a 90-day free return policy building trust among hesitant buyers.
TikTok Shop Set to Launch in Brazil in April
TikTok Shop is set to launch in Brazil this April, a move that could reshape the country's online retail market. Analysts at Santander Bank and Itaú Unibanco highlight TikTok Shop's success in Mexico, particularly in beauty, fashion, and home goods. Santander predicts the platform will offer zero commission fees and free shipping at launch while restricting jewelry, food, and secondhand sales. With 111.3 million users in Brazil, TikTok Shop could claim 5% to 9% of the market within three years. Itaú estimates the entry could inject up to 3 billion BRL into Brazil's e-commerce sector.
U.S. Sellers Turn to Mexico Market Amid TikTok Uncertainty
TikTok Shop's launch in Mexico has attracted many local beauty brands like Sarelly and Renova, as well as U.S. companies such as KimChi Chic Beauty and Wyze. Amid uncertainty over TikTok's future in the U.S., many U.S. sellers are exploring alternative platforms like Whatnot, Flip, and LTK. Expanding into markets like Mexico, the U.K., and Singapore has also become a strategy for risk diversification. And agencies such as Outlandish and Orca are supporting U.S. brands with logistics and compliance services to establish operations in Mexico.
AliExpress' "Big Save" Drives 95% of Brands to $1M and Aims for 1,000 More in 2025
AliExpress' "Big Save" initiative, launched in early 2024, has already driven 95% of participating brands to surpass $1 million in sales. In 2025, the platform plans to support an additional 1,000 brands, focusing on emerging categories like smart robots, energy storage, VR headsets, and toys with trendy IP. Unitree Robotics has joined the program, with its products, including the Go 2 robotic dog, set to launch by mid-March. The Big Save channel offers brand certification, priority placement, and traffic subsidies, positioning it as AliExpress' top project for global expansion.
Trump Eyes TikTok Sale with Oracle as Lead Bidder
Over the weekend, Donald Trump revealed he is in talks with four buyer groups, with a deal for TikTok's U.S. operations possibly reaching fruition soon. Sources close to TikTok's parent company, ByteDance, indicate a preference for Oracle, a sentiment shared by Trump administration insiders. U.S. Vice President JD Vance expressed confidence in a deal before the April 5 deadline, but Trump hinted at an extension if no agreement is reached by then.
SHEIN to Host 150+ Industrial Matchmaking Events to Boost Global Expansion
SHEIN is intensifying its efforts to connect Chinese manufacturers with global markets. In 2025, the company plans to host over 150 industrial matchmaking events, aimed at expanding cross-border e-commerce. This March alone, SHEIN is organizing recruitment events in key manufacturing hubs across Guangdong, Zhejiang, and Shandong provinces. Guangdong has become a model for SHEIN's industrial expansion, with the company covering all 21 prefecture-level cities in the region. Since launching to its marketplace in 2023, SHEIN has introduced its "500 Cities Industrial Belt Plan" and is set to increase its events by 20% in 2025 to further boost global market access for local suppliers.
Xiaomi Expands Smart Home Business to Japan with New Retail Stores
Xiaomi plans to expand its smart home business to Japan, aiming to replicate its success in China by integrating smartphones and home appliances into a seamless ecosystem. The company initially aims to open 5 to 10 retail stores by 2025, featuring smartphones, home appliances, and potentially large items like air conditioners. At a March 13 product launch, Xiaomi announced two new store openings in Saitama Prefecture: one at AEON Mall Urawa Misono on March 22, and another at AEON Style Kawaguchi on April 5. Both stores will range from 100 to 130 square meters and are expected to attract 10,000 to 20,000 visitors monthly.
Dreame Ventures Into Major Home Appliances
Dreame is making a significant push into the home appliance sector, unveiling plans to enter the air conditioner, refrigerator, washing machine, and smart kitchen markets as part of its broader vision for a fully connected smart home ecosystem. At AWE 2025, the company will showcase its first air conditioners, refrigerators, and washing machines, along with a complete range of smart kitchen appliances. Known for its leadership in smart cleaning, Dreame has been expanding into personal care and outdoor cleaning, and this latest move signals a strategic shift toward dominating the entire home appliance space, utilizing its advanced technology.
Shenzhen IMC E-commerce Secures Nearly 100 Million RMB in Pre-IPO Funding
Shenzhen IMC E-commerce Co., Ltd. (IMC) has raised nearly 100 million RMB (13.82 million USB) in its latest Pre-IPO funding round. Founded in 2007, IMC specializes in cross-border e-commerce, offering a wide range of products such as consumer electronics, outdoor gear, home supplies, and beauty items. Headquartered in Shenzhen, the company operates branch offices across China and collaborates with third-party logistics providers to manage multiple overseas warehouses for efficient local delivery. IMC's team of nearly 1,000 professionals drives its hybrid model, selling both general merchandise and branded products on platforms like Amazon and AliExpress.
AMIGOS ROBOTICS Sets Sights on B2B Robotics Market with New Funding from Anker
Beijing-based AMIGOS ROBOTICS, specializing in embodied intelligence, has secured a seed funding worth hundreds of millions of RMB, led by Anker Innovations. The investment will help AMIGOS leverage resources from Anker and other partners to develop robotics applications for B2B sectors, advancing automation and intelligence in global manufacturing. Founded by Liu Fang, a former Google engineer and Xiaomi executive, AMIGOS is led by a team of experts from the autonomous driving and robotics industries, combining technical expertise with practical commercial experience.