欧洲 – 根据法国时尚协会（IFM）周一发布的一项研究，Shein、Temu 和 AliExpress 在 2026 年前七个月占据了近三分之一的线上服装销售额，显示出“不断增长的市场份额”。然而，由于欧洲对小包裹征税，这一增长速度似乎正在放缓。

(COMBO) This combination of files pictures created on December 10, 2025 shows the logo of Asian e-commerce giant Shein in its stall at the Bazar de l'Hotel de Ville (BHV) department store in Paris on November 4, 2025 and the logo of AliExpress in a pop-up store in Paris on September 24, 2020. Around twenty people suspected of having bought child sex dolls online were arrested on December 10, 2025 during a large-scale police operation in France, a source close to the investigation told AFP, confirming a report by French newspaper Libération. These arrests were made as part of investigations into the sale of illegal products by online marketplaces, including Shein and AliExpress. According to Libération, the suspects are men, and five of them are known for offenses related to child sexual abuse. (Photo by Julie SEBADELHA and GEOFFROY VAN DER HASSELT / AFP)
(COMBO) This combination of files pictures created on December 10, 2025 shows the logo of Asian e-commerce giant Shein in its stall at the Bazar de l'Hotel de Ville (BHV) department store in Paris on November 4, 2025 and the logo of AliExpress in a pop-up store in Paris on September 24, 2020. Around twenty people suspected of having bought child sex dolls online were arrested on December 10, 2025 during a large-scale police operation in France, a source close to the investigation told AFP, confirming a report by French newspaper Libération. These arrests were made as part of investigations into the sale of illegal products by online marketplaces, including Shein and AliExpress. According to Libération, the suspects are men, and five of them are known for offenses related to child sexual abuse. (Photo by Julie SEBADELHA and GEOFFROY VAN DER HASSELT / AFP) AFP - JULIE SEBADELHA,GEOFFROY VAN DER HASSELT

IFM 在与法国电子商务和远程销售联合会（Fevad）联合举行的新闻发布会上解释说，今年前七个月，这三家平台占据了 29% 的服装销售额，而 2025 年这一比例为 19%。IFM 的这项研究基于零售商的销售数据和每月进行的消费者调查。

这三大亚洲平台经常被指责造成环境污染和不正当竞争，它们也占据了线上或实体店服装总销售额的 8%，这一数字同比增长了两个百分点。在此期间，Shein 的市场排名（按门店和线上销售额计算）已攀升至第二位，仅次于 Kiabi，领先于二手交易平台 Vinted；而排名第八的 Temu 则上升了七位。

但自 7 月 1 日起，欧盟对从中国进口的小包裹商品征收每类 3 欧元的关税，似乎正在改变市场格局。

8 月底，欧盟经济部表示，这项措施（11 月还将增加手续费）已导致欧盟进口中国商品数量下降了约 30% 至 40%。

法国时尚协会 (IFM) 也观察到，7 月份“超快时尚的增长势头”有所放缓。IFM经济观察站主任吉尔达斯·明维耶强调道：仅7月份，Shein、Temu和AliExpress就占了线上服装销售额的25%，与1月至7月相比“显著下降了4个百分点”。

同样，据Fevad和Médiamétrie的数据显示，这三大平台在7月份的用户数量也出现了“急剧下降”。其中，Temu的流量同比下降了36.4%，Shein下降了42.3%，AliExpress下降了10.4%。

Fevad总代表马克·洛利维尔（Marc Lolivier）表示：“这是我第一次看到这三大网站同时出现下滑”。