목차
Title page 1
Contents 2
KEY TAKEAWAYS 1
INTRODUCTION 3
CHINESE GOVERNMENT SUPPORT FOR E-COMMERCE PLATFORMS 4
Industrial Policy Positions Chinese Platforms for Global Leadership 6
Leveraging Cross-Border E-commerce Pilot Zones as a Strategic Tool for Advancing Chinese Platforms in Global Markets 8
Government-Backed Data Platforms Enhancing Market Expansion 10
Competing for Talent and Innovation 11
Strategic Expansion of Chinese E-commerce Platforms Abroad 12
CASE STUDIES 13
Temu 13
Advantages 13
Consumer Harms 14
AliExpress 15
Advantages 15
Consumer Harms 15
SHEIN 15
Advantages 15
Consumer Harms 16
STRATEGIC STAKES 17
Distinguishing Between U.S. and Chinese Economic Incentives 17
Data Security and Geopolitical Implications 18
U.S. Consumer Choice Beyond Great Power Competition 18
POLICY RECOMMENDATIONS 19
Protecting U.S. Consumers and Businesses in the Global E-commerce Landscape 20
Strengthening U.S. E-commerce Amid Global Competition 21
CONCLUSION 22
ENDNOTES 23
Figures 3
Figure 1. Chinese e-commerce app downloads in the U.S., 2023 and monthly active users (MAU) in the U.S., April 2024 (millions) 3
Figure 2. Sample price (median), Temu, March 2025 5
Figure 3. Mentions of "e-commerce" and "digital economy" at NPC, 2015-2025 7
Figure 4. Chinese cities with cross-border e-commerce comprehensive pilot zones, 2015-2022 9
Figure 5. Estimated gross merchandise value revenues (in billions) in e-commerce segments by country in 2024 (estimated) and 2029 (projected) 19
