2026.04.13 印度电商市场2026年Q1增长25%

印度电商市场2026年Q1增长25%

India's e-commerce market grew by 25% year-on-year in the first quarter of 2026, driven by macroeconomic improvements, policy support, and recovering consumer confidence. Following a 19%-21% growth in 2025, with H2 acceleration to 22%-24%, the market's GMV surpassed $65 billion. New user growth is concentrated among Gen Z, lower-tier city residents, and middle-income households, with festive sales contributing a quarter of annual new users. A key catalyst was a goods tax reform reducing levies on items below ₹2,500. Quick commerce emerged as the fastest-growing segment, with a GMV of $10-11 billion in 2025 (16%-17% of the total), benefiting from high population density and low-cost structures. Platforms like Amazon and Flipkart are expanding instant delivery, now covering over 200 cities with 7,000+ fulfillment centers.

印尼拟推电商代扣税新规：平台统一缴纳0.5%所得税促公平

The Indonesian government plans to adjust its e-commerce tax mechanism, requiring platforms like Shopee and Tokopedia to withhold 0.5% income tax from sellers' transactions. This new regulation aims to enhance tax compliance without increasing the tax burden for compliant sellers; it merely changes the collection method to a unified platform payment. Experts note the policy targets the low tax filing rate among online sellers, seeking to broaden the tax base and promote fair competition between online and offline businesses. For cross-border sellers, this move underscores the importance of understanding and adhering to local tax regulations as Southeast Asian markets formalize their digital economy frameworks.

Honasa Consumer第四季度营收增长超20%

Indian consumer goods company Honasa Consumer, parent of Mamaearth, is projected to see over 20% revenue growth in Q4 of this fiscal year. Its flagship brand, Mamaearth, is growing at 10%-20%, while emerging brands like The Derma Co are accelerating at 20%-30%. Key growth drivers include an offline distribution overhaul ("Project Neev," shifting over 80% to direct operations) and the quick commerce channel, which contributes 10% of revenue with better cost efficiency than traditional e-commerce. The acquisition of BTM Ventures also added men's grooming brand assets. Despite accounting adjustments affecting reported growth, margins are expected to remain stable, though geopolitical risks pose potential cost pressures.

越南打击假冒名牌商品，七家商户被罚超2亿越南盾

Authorities in Da Nang, Vietnam, have fined seven merchants a total of over 215 million VND for selling counterfeit branded goods. A recent raid led to the seizure of 295 suspected fake handbags from brands like Gucci and Chanel, plus 27 pairs of Nike sneakers, with an estimated value of nearly 178 million VND. Lacking proper invoices, the merchants were found liable for infringement. Beyond the fines, they were ordered to destroy all confiscated goods. This crackdown is part of enhanced market controls ahead of the 2026 Da Nang International Fireworks Festival. Officials stated they will intensify inspections in tourist areas and commercial centers, raising business compliance awareness and guiding consumers to identify fakes. Repeat offenders or cases with criminal evidence will be transferred to investigative agencies.