Region Deep-Dive

澳大利亚/新西兰 Australia & New Zealand

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相关平台见平台情报。全部数字与结论均可在下方展开原文查证。 平台情报.

本区域核心研究

与本区域直接相关的调研原文与方法论审计。

Q澳大利亚/新西兰 Australia & New Zealand电商市场规模有多大?增长趋势如何?

澳洲 2025 线上支出 A$82.6B (+14%, AusPost);2024 A$69B(创纪录);新西兰 Q4 2024 线上支出 NZ$1.73B (+9%)

+14% (澳洲 2025);Amazon/Temu/Shein 主导增长

展开:全球格局报告原文(含分国家/子市场明细与来源)

5.4 澳大利亚/新西兰 Australia & New Zealand

Q澳大利亚/新西兰 Australia & New Zealand的 Top 5 电商平台是谁?市场地位如何?

Amazon AU、Temu、Shein 主导增长(各增约 100 万/100 万/50 万购物者);eBay AU 老牌 #2;Kogan 为最大上市纯线上零售商;本土平台 Catch/MyDeal 2025 关停。

披露/估算份额(0 / 5 家平台)柱长仅表示排名顺序,无可比份额数据
展开:Top5 平台深度报告原文(GMV/收入/用户/定位明细表)

8. 澳大利亚/新西兰 Australia & New Zealand

8.1 澳大利亚 Australia

排名依据:Roy Morgan 购物者数量(跨平台最可比指标:Amazon/Temu 各增约 100 万、Shein 增 50 万购物者,截至 2025.9)+ 本地备案营收(Amazon A$7.7B、Kogan A$931M)。Catch(Wesfarmers,2025.1 关停)与 MyDeal(Woolworths)已出局。澳洲 2025 线上支出 A$82.6B(+14%,AusPost)。

排名 平台 公司 关键数据 定位与优势
1 Amazon AU Amazon 2024 本地营收 A$7.7B(电商 +23%、Prime 订阅 +39%);年增约 A$1B 增速最快的大型平台;marketplace+自营+FBA+Prime;约 100 万新增购物者
2 Temu PDD Holdings 年增约 100 万购物者(截至 2025.9,Roy Morgan) 超低价跨境+巨额广告;挤压本土零售(Catch 关停部分归因)
3 eBay AU eBay 老牌 #2 marketplace;2024–25 无新数据 ⚠️ C2C/二手/汽配/收藏品
4 Kogan.com Kogan.com FY2025 营收约 A$931M(⚠️ 有中文源误标币种"9.31 亿欧元",应为澳元) 澳洲最大上市纯线上零售商(电子/家电/自有品牌);marketplace+自营混合
5 Shein Shein Group 年增 50 万+ 购物者(Roy Morgan) 超快时尚跨境;App 优先;Z 世代渗透强

2025 动态:Catch(Wesfarmers 关停,约 $2.3 亿澳元投入)与 MyDeal(Woolworths)退出市场;Amazon/Temu/Shein 主导增长、本土零售商份额下滑;TikTok Shop 截至 2025 年中尚未在澳上线(筹备中)。

8.2 新西兰 New Zealand

  • Trade Me 仍是新西兰最大 marketplace(2025 年母公司对其计提 NZ$1.38 亿减值,销售与增长放缓);82% 新西兰人线上购物(IAB NZ 2025)。
  • Amazon、Temu、Shein 同样"收紧对 ANZ marketplace 的掌控";新西兰平台营收数据缺失(Trade Me/Amazon NZ 营收未捕获——建议以 Euromonitor/Statista 研究补充)。

来源(节选):AusPost 2025 A$82.6B — https://www.parcelandpostaltechnologyinternational.com/news/e-commerce/australian-online-spending-reaches-a82-6bn-in-2025.html ; Roy Morgan — https://www.roymorgan.com/findings/10016-amazon-temu-and-shein-growth-story-continues-september-2025 ; Amazon AU — https://www.chwang.com/news/189643563084 ; Kogan — https://stockanalysis.com/quote/asx/KGN/financials/ ; Catch 关停 — https://www.smh.com.au/business/companies/online-retailer-catch-com-au-to-shut-down-190-jobs-to-go-20250121-p5l618.html ; Trade Me — https://dailytelegraph.co.nz/money/trade-me-takes-138m-marketplace-write-down-as-sales-and-growth-slow/

Q有什么值得关注的动态?

  • Catch(Wesfarmers 关停,约 $2.3 亿澳元投入)与 MyDeal(Woolworths)2025 退出市场
  • Amazon/Temu/Shein 主导增长、本土零售商份额下滑
  • TikTok Shop 截至 2025 年中尚未在澳上线(筹备中)
  • 新西兰:Trade Me 仍为最大 marketplace 但 2025 年计提 NZ$1.38 亿减值;Amazon/Temu/Shein 收紧掌控

Q关键洞察是什么?

  • 排名依据为 Roy Morgan 购物者数量(跨平台最可比)+ 本地备案营收
  • 本地纯线上玩家(Catch/MyDeal)出局,格局进入巨头整合期
  • 新西兰平台营收数据缺失(Trade Me/Amazon NZ 未捕获)

Q作为商家,我该如何选择并布局我的电商业务?

以下指南帮助商家判断:这个区域应该优先选择哪些平台、以什么顺序进入、需要注意什么。

如何选择平台

Australia is a high-AOV, mature market dominated by the Amazon/Temu/Shein trio (2025 online spend of A$82.6 billion, +14%). Amazon AU (FBA + Prime, adding about 1 million shoppers a year) is the first choice for full categories; Temu for extreme low-price volume; Shein for fast fashion; Kogan or an independent site for local brands/private label; and eBay AU for secondhand, auto parts and collectibles. New Zealand is a smaller market, covered by Trade Me plus cross-border platforms.

布局与进入路径建议

Suggested path: use Amazon AU for general categories (local-warehouse FBA, competition less intense than the U.S./Europe, high AOV); consider the Shein ecosystem or an independent site for fashion; and local brands can join the Kogan marketplace. Australia's GST applies from the very first dollar (no small-parcel exemption), so cross-border direct shipping is taxed too; a local returns address and compliance (ACCC product safety) are key entry requirements.

注意事项与风险

ACCC product-safety scrutiny is tightening (Temu/Shein/Amazon named over dangerous-goods issues); local platforms Catch (shut down Jan 2025) and MyDeal have exited, putting the market into a period of giant consolidation; spillover from U.S. tariff policy has made Temu/Shein treat Australia as a new battleground; falling AOVs (“buying more, spending less”) erode GMV quality; and last-mile fulfillment costs are high in remote areas.

平台速配一览

本区 Top 平台适合什么类型的卖家(点击平台名查看完整商家分析):

平台适合的卖家类型
Amazon AUBest for brand/factory sellers with a stable supply chain who can carry FBA inventory and advertising costs, and for merchants with a trademark who can enroll in Brand Registry. Full-category coverage; standardized categories like 3C, home, and baby products have clear volume advantages. Not suitable for thin-margin, undifferentiated, or cash-strapped newcomers — fees and competition will quickly eat gross margin; cross-region expansion (Europe/Japan/Middle East, etc.) requires simultaneously addressing VAT and local certifications.
TemuBest for Chinese factory/supply-chain sellers (fully managed: supply goods only, no operations) and sellers with US/EU overseas-warehouse capability (semi-managed); suited to white-label low-price standardized goods (apparel, home, 3C accessories, small general merchandise). Not suitable for sellers seeking brand premium, heavy compliance, or high-AOV categories — price orientation and regulatory risk will erode brand and profit.
eBay AUBest for sellers of used/refurbished/collectibles (sports cards, watches, sneakers, handbags), auto parts, and enthusiast long-tail items; friendly to individual and small sellers with no inventory-pressure risk; multi-site coverage across North America, Europe, and Australia/NZ. Not suitable for sellers pushing volume with new standardized products or those needing Prime-level logistics and advertising scale.
Kogan.comBest suited to: sellers in electronics, appliances, home and DIY categories that already have a local Australian entity/local warehouse, and private-label sellers — they can build repurchase using the Kogan First user pool and local fulfillment. Not suited to: cross-border volume newcomers chasing traffic scale and rock-bottom prices (exposure far below Amazon/eBay), or fashion/FMCG categories (not Kogan's mindshare categories).
SheinBest suited to: Chinese factory-type sellers of apparel/accessories/home goods with small-batch fast-reorder flexible supply chains (suppliers are the platform's core resource), and categories aimed at Gen-Z fast-fashion mindshare. Not suited to: non-apparel categories, sellers without fast supply capability, sellers that rely on brand premium rather than price, and brands that cannot accept platform-led pricing (fully managed).

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Q这些结论的证据来源是什么?