In the first half of 2026, cross-border e-commerce leader Zibuyu delivered an impressive report card. During the reporting period, Zibuyu achieved both revenue and net profit growth of more than 30%. Its TikTok channel surged 662.1%, with revenue soaring to RMB 289 million.

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1. Revenue reached RMB 2.827 billion, up 44.2% year over year

According to the financial report, in the first half of 2026, Zibuyu's total revenue was approximately RMB 2.827 billion, up 44.2% year over year. Net profit attributable to shareholders was approximately RMB 138 million, up 30.0% year over year. Gross profit was approximately RMB 2.091 billion, up 41.9% year over year. The gross margin was 74.0%. Although it edged down 1.2 percentage points from 75.2% in the same period last year, mainly because the company made phased adjustments to product sales multiples to expand market share, overall profitability remained at a high level.

2. TikTok channel soared 662.1%; Amazon base remained solid with high growth

By sales channel, third-party e-commerce platforms remained the absolute main force, contributing revenue of about RMB 2.722 billion, up 41.9% year over year. Among them, Amazon generated revenue of about RMB 2.353 billion, a significant year-over-year increase of 29.6% on a high base.

What is particularly striking is that TikTok channel revenue soared 662.1% year over year to about RMB 289 million, with its revenue share jumping to 10.2%.

Zibuyu stated that against the backdrop of an increasingly mature group brand system and TikTok entering a period of growth dividends, all brand business units have fully deployed content e-commerce, building talent teams and business processes from scratch. Empowered by AIGC technology, the company produced more than 50,000 self-made videos in the first half of the year, successfully validated its business model, and established a healthy sales structure of "influencers + product cards + self-made videos". TikTok business has officially moved from the investment phase into large-scale profitability.

In addition, the company coordinated its presence on other third-party platforms and self-operated websites, maintained strategic tracking and pilot operations for emerging sales channels, and moved quickly to enter when opportunities arose.

3. North America grew 40.6% year over year; brand concentration rose significantly

By region, North America remained the most core market, with revenue of about RMB 2.708 billion during the period, up 40.6% year over year, accounting for the vast majority of total revenue. The growth was mainly driven by brand-building and marketing promotion efforts, which boosted revenue on Amazon, TikTok and other platforms.

In terms of brand building, the revenue share of the company's ten core brands increased from 54% in 2025 to 65%, significantly strengthening brand concentration.

Zibuyu has built an integrated marketing system of "official social media accounts + influencer network + user communities", communicating brand narratives through official Instagram and TikTok accounts, working with overseas social media influencers for brand promotion and product seeding, and developing overseas private domain communities to accumulate user assets. As of the end of the first half, the follower count of core brands' official overseas social media accounts exceeded 600,000.

4. AI empowers the entire chain; per-capita efficiency improves by 35%

The deep application of AI technology was a major highlight of this financial report. During the reporting period, the group's overall per-capita efficiency increased by 35% compared with the same period last year. Through AI empowerment across the entire chain—from content generation and marketing promotion to supply chain management—the company comprehensively optimized operational efficiency, providing solid efficiency support for multi-platform expansion and brand building.

5. Overseas production capacity exceeds 10%; global supply chain upgraded

According to the financial report, Zibuyu has built a global production capacity network with Vietnam and Myanmar as the core, supplemented by multiple sites in Cambodia and Turkey. Among them, the Myanmar base achieved rapid capacity ramp-up by leveraging cost advantages, while the Vietnam base ensured delivery stability with mature e-commerce supporting facilities. In the first half, overseas production capacity successfully exceeded 10%. At the same time, the company is conducting research on emerging regions such as Indonesia and Bangladesh to further improve its global supply chain network, reduce procurement costs, and diversify risks.

In addition, Zibuyu implemented a centralized fabric procurement mechanism for planning, reducing costs by increasing fabric reuse rates, and launched a special initiative to improve fit and fabric, systematically enhancing product competitiveness and steadily lowering return rates.

(Source: Cifnews Editorial Department)

Source: Cifnews
Original link: https://www.cifnews.com/article/188537