中東與非洲電商:研究發現
為雙語報告《全球電商格局》編制。所有資料均按引用來源報告的原樣呈現;每項資料均標註了年份/時間。存在衝突時會同時列出並標註。海灣國家與埃及的國別資料已彙總於中東電商市場圖譜;非洲相關內容則保留在本文及區域深度解析中。
1. 中東——整體情況
將海灣地區(UAE、沙烏地阿拉伯、埃及)的電商作為市場地圖——涵蓋平臺、履約體系、國家層面GMV——進行呈現,是中東電商市場圖譜的核心內容。本節保留引用筆記及其原有的標註內容。
- 市場規模/展望: 中東B2C電商營收預計到2029年將超過2,020億美元(Research and Markets《中東B2C電商資料庫Q4 2025》,2026年1月釋出;覆蓋2020–2029年)。來源:https://www.globenewswire.com/de/news-release/2026/01/12/3217066/28124/en/Middle-East-B2C-Ecommerce-Market-Opportunities-to-2029-Revenues-to-Exceed-202-Billion.html
- 區域整體: 中東&非洲(MEA)電商預計到2031年將超過3,380億美元,2026–2031年複合年增長率達13.85%(Research and Markets,2026年3月)。來源:https://www.globenewswire.com/de/news-release/2026/03/18/3257960/28124/en/Middle-East-and-Africa-E-commerce-Market-to-Surpass-USD-338-Billion-by-2031-Growing-at-13-85-CAGR-During-2026-2031.html
- 數字經濟: 中東數字經濟預計到2030年將超過5,000億歐元(Research and Markets/Business Wire,2024年4月)。來源:https://www.businesswire.com/news/home/20240408989943/en/Middle-East-B2C-E-Commerce-Market-2024-Projections-Indicate-that-the-Digital-Economy-in-the-Middle-East-is-Expected-to-Exceed-EUR-500-billion-by-2030---ResearchAndMarkets.com
- 增速(全球增速最快的地區之一):
- 中東零售電商營收增速為19.8%(2025年,援引市場資料的中國跨境行業媒體)。來源:https://www.jinfengkou.com/show-51141.html
- MENA電商增速約30%,UAE與沙烏地阿拉伯在GMV上領跑(adgully,2025年)。來源:https://adgully.me/post/9604/mena-e-commerce-sees-30-growth-uae-saudi-lead-in-gmv
- MENA電商市場報告,附帶截至2029年的複合年增長率預測(Research and Markets,2025年4月)。來源:https://www.globenewswire.com/news-release/2025/04/10/3059558/28124/en/MENA-E-commerce-Market-Report-2025-with-Projected-Compound-Annual-Growth-Rates-through-2029.html
- 聚焦GCC: GCC B2C電商市場報告(MRFR,GCC電商市場/GCC B2C電商市場)。來源:https://www.marketresearchfuture.com/reports/gcc-e-commerce-market-46162 ;https://www.marketresearchfuture.com/reports/gcc-b2c-e-commerce-market-59217
- 沙烏地阿拉伯是GCC地區線上時尚&個人護理美妝(BPC)品類的領導者(RedSeer)。來源:https://redseer.com/articles/ksa-is-the-online-fashion-bpc-leader-in-gcc/
- GCC線上零售市場"真正呈現多元競爭格局"——各品類中並無單一的主導玩家(RedSeer)。來源:https://redseer.com/articles/gccs-online-retail-market-is-truly-democratic/
- GCC即時零售市場報告(Research and Markets,2026–2031年)。來源:https://www.researchandmarkets.com/reports/6248447/gcc-quick-commerce-market-share-analysis
⚠️ 衝突提示: 一份來源(einpresswire)稱"中東電商市場規模到2033年將超過10,957億美元,複合年增長率21.58%",但該數字比其他所有估算高出一個數量級(很可能是數量級錯誤或統計口徑不同)。建議將其視為不可靠資料:https://www.einpresswire.com/article_print/868807357/middle-east-e-commerce-market-size-to-surpass-usd-10-957-billion-by-2033-with-a-21-58-cagr
2. UAE
- 市場規模(2024年,官方/行業資料): UAE電商市場2024年達到323億迪拉姆(約合88億美元)——據EZDubai第五份年度電商報告(2025年)。來源:https://www.intellinews.com/uae-e-commerce-market-reached-8-8bn-in-2024-382150/ ;https://www.zawya.com/en/press-release/research-and-studies/ezdubai-uae-e-commerce-market-continues-to-grow-reaches-aed-323bln-in-2024-i6wurc98
- 展望: UAE電商市場預計到2029年將超過138億美元(Economy Middle East,援引報告資料)。來源:https://economymiddleeast.com/news/uaes-e-commerce-market-to-exceed-13-8-billion-by-2029-report/
- 更新的視角: 在數字貿易蓬勃增長的背景下,UAE電商市場已達到123億美元(Economy Middle East,2026年文章)。來源:https://economymiddleeast.com/news/uae-ecommerce-market-digital-trade-growth-2026/
- 移動端/智慧手機: UAE在全球移動購物排名中領先——67%的消費者透過智慧手機購物(2025年全球數字購物指數);UAE是全球僅有3個成年人手機擁有率達到100%的國家之一。來源:https://www.intellinews.com/uae-tops-global-ranking-for-mobile-shopping-as-67-of-consumers-buy-via-smartphones-389108/ ;http://www.arabianbusiness.com/industries/retail/uae-leads-world-in-mobile-shopping-in-2025-with-67-per-cent-using-phones-to-shop ;https://meatechwatch.com/2025/07/18/uae-among-only-three-countries-worldwide-with-100-adult-mobile-phone-ownership-leading-mobile-driven-online-shopping/
- 社交電商: UAE社交電商市場2024年估值為32.1億美元,預計到2030年將達到64.1億美元(PayNXT360,經市場研究報告,2025年)。來源:https://finbets.websol.barchart.com/?module=topNews&storyID=32316226&selected=news&symbol=
- 平臺: Amazon.ae與Noon是主要市場平臺;SHEIN與Temu正積極擴張(詳見第7節)。UAE電商行業報告:Virtuzone https://virtuzone.com/blog/ecommerce-industry-uae/ ;美國商務部(trade.gov)國別商業指南:https://www.trade.gov/country-commercial-guides/united-arab-emirates-ecommerce
- 跨境電商: UAE是該區域的跨境樞紐(EZDubai將迪拜定位為全球電商樞紐;MENA地區的跨境流量高度集中於UAE)。來源(樞紐地位):https://economymiddleeast.com/news/uae-ecommerce-market-digital-trade-growth-2026/ ;跨境賣家指南:https://www.dhl.com/discover/en-hk/e-commerce-advice/e-commerce-best-practice/cracking-online-shopping-in-abu-dhabi-guide-for-hong-kong-sellers
⚠️ 衝突提示: 早期預測曾預計到2025年將達到170億美元(Zawya/EqualOcean/Logistics Middle East,2024年):https://www.zawya.com/en/press-release/research-and-studies/uae-online-shopping-boom-to-hit-17bln-by-2025-ltrjpsmk ;https://www.equalocean.com/news/2024031320619-uae-e-commerce-market-reach-17-billion-2025 ;https://www.logisticsmiddleeast.com/e-commerce/uaes-e-commerce-explosion-on-track-for-17-billion-by-2025 ——而EZDubai報告的2024年實際數值為88億美元。兩者統計口徑/方法學不同(B2C商品口徑 vs. 更廣義的零售電商口徑);170億美元這一數字並未如預測那樣實現。
3. 沙烏地阿拉伯
- 市場規模: 沙烏地阿拉伯B2C電商2024年為187.8億美元,預計到2029年將達到288億美元(Research and Markets《沙烏地阿拉伯B2C電商商業報告2025》,2026年2月)。來源:https://www.globenewswire.com/fr/news-release/2026/02/03/3230809/28124/en/saudi-arabia-b2c-ecommerce-business-report-2025-a-28-8-billion-market-by-2029-from-18-78-billion-in-2024-explore-size-forecast-by-value-and-volume-across-80-kpis.html
- 政府主導的數字化推進(2030願景): 沙特2030願景以99%的網際網路普及率、78%的5G覆蓋率支撐電商發展(Research and Markets,2026年1月)。來源:https://www.globenewswire.com/news-release/2026/01/22/3223626/28124/en/Saudi-Arabia-Ecommerce-Market-Trends-and-Expansion-Potential-2026-2031-Vision-2030-Boosts-Saudi-Ecommerce-with-99-Internet-Penetration-78-5G-Coverage.html
- 背景文章:"From souq to screen: How Saudi Vision 2030 is reshaping digital commerce"(Campaign Middle East)。來源:https://campaignme.com/from-souq-to-screen-how-saudi-vision-2030-is-reshaping-digital-commerce/
- 區域領導地位: 沙烏地阿拉伯在中東電商銷售額中位居第一(Al Bawaba)。來源:https://www.albawaba.net/business/saudi-arabia-leads-e-commerce-sales-1579427
- 支付/BNPL: 沙特的先買後付(Buy Now Pay Later)市場由Tamara、Tabby、Postpay、Spotti、ToYou驅動,市場規模達14.8億美元(2025–2030年報告,Research and Markets經Business Wire釋出,2025年11月)。來源:http://investor.wedbush.com/wedbush/article/bizwire-2025-11-26-saudi-arabia-buy-now-pay-later-business-report-2025-2030-148-billion-market-driven-by-tamara-tabby-postpay-spotti-toyou-and-rising-financial-institution-participation-researchandmarketscom
- 沙特支付背景(Mada/本地支付系統、線上支付):https://www.orchestrapay.com/coverage/middle-east/saudi-arabia ;人均線上支出快速攀升:https://knowledge.antom.com/the-saudi-opportunity-soaring-per-capita-online-spending-and-explosive-holiday-sales
- 平臺: Amazon.sa、Noon、Jarir Marketing、Namshi、Carrefour是主要玩家(Research and Markets企業報告,2025–2033年)。來源:https://www.globenewswire.com:443/news-release/2025/04/21/3064772/28124/en/saudi-arabia-ecommerce-market-report-and-company-analysis-2025-2033-featuring-amazon-ebay-emaar-properties-namshi-noon-alibaba-jarir-marketing-and-carrefour.html
- 區域佔比: 沙烏地阿拉伯(連同土耳其)在MEA電商中佔據重要比重——土耳其+沙烏地阿拉伯=約佔中東&非洲電商的45%(中國跨境分析)。來源:https://www.sgpjbg.com.cn/hyshuju/a586f9ca0cce75eb8586ca4e91cd7a94.html
4. 其他中東市場
埃及(MENA背景)
- 埃及電商市場2024年估值約為102億美元(The Arab Weekly)。來源:https://thearabweekly.com/egypts-e-commerce-leads-countrys-digital-transformation-activity-expands
- 埃及B2C電商預計到2029年將達到145.3億美元;Amazon與Noon是市場平臺的核心支柱,B.TECH、Carrefour Egypt與Jumia則依託全渠道運營(Research and Markets資料庫報告,2026年1月)。來源:https://www.globenewswire.com/fr/news-release/2026/01/29/3228289/28124/en/Egypt-B2C-Ecommerce-Databook-Report-2025-A-14-53-Billion-Market-by-2029-Amazon-and-Noon-Anchor-Marketplaces-While-B-TECH-Carrefour-Egypt-and-Jumia-Leverage-Omnichannel-Control.html
- 埃及被標註為MEA地區未來增速最高的國家(中國跨境分析)。來源:https://www.sgpjbg.com.cn/hyshuju/79fd6761857c49faeeb4e7a74d1047b6.html
土耳其(大型電商市場)
- 2025年: 土耳其電商交易額達到1,154億美元,同比增長超過52%(土耳其電商報告2025年,據中國行業媒體報道)。來源:https://www.dny1.com/Main/ArticleDetails?id=976779151719534592 ;https://www.amz123.com/t/UAmSzl9Z ;https://www.yiofong.com/news/2605188040
- Hurriyet Daily News證實2025年電商交易額激增52%。來源:https://www.hurriyetdailynews.com/amp/turkiyes-e-commerce-volume-surges-52-percent-in-2025-222063
- 2024年: 電商交易額超過2萬億土耳其里拉(Hurriyet)。來源:https://www.hurriyetdailynews.com/e-commerce-volume-exceeds-2-trillion-turkish-liras-212092
- 另一種測算口徑:土耳其線上支出達到860億歐元(Ecommerce News EU)。來源:https://ecommercenews.eu/turkish-online-spending-reached-86-billion-euros/
- 土耳其是MEA地區規模最大的單一電商市場(中國跨境分析排名)。來源:https://www.sgpjbg.com.cn/hyshuju/79fd6761857c49faeeb4e7a74d1047b6.html
⚠️ 衝突提示: 一方報道稱增速為+52%(2025年,土耳其官方資料),而另一方媒體則報道為+62%(3萬億里拉):https://www.azernews.az/region/248249.html ——兩者的統計時段/口徑不同。以貨幣計價的數字(2024年2萬億土耳其里拉、2025年3萬億土耳其里拉、1,154億美元、860億歐元)同樣因統計範圍(含服務/旅行的總額 vs. 僅商品)與匯率差異而存在出入。
卡達
- 卡達B2C電商市場預計到2029年將達到108.7億美元(Research and Markets資料庫報告,2026年1月——注:包含旅行/線上服務細分品類)。來源:https://www.globenewswire.com/news-release/2026/01/29/3228277/0/en/Qatar-B2C-Ecommerce-Databook-Report-2025-A-10-87-Billion-Market-by-2029-Growth-Opportunities-Driven-by-Expanding-Segments-Like-Retail-Shopping-Travel-and-Online-Food-Services.html
- 卡達電商預計2026–2031年複合年增長率為9.31%;面臨的挑戰包括:多哈以外地區末端配送成本較高、依賴現金支付(Research and Markets)。來源:https://www.researchandmarkets.com/reports/5601182/qatar-e-commerce-market-share-analysis
科威特
- 科威特電商預計2024年將達到52.2億美元(Zawya)。來源:https://www.zawya.com/en/business/retail-and-consumer/kuwaits-e-commerce-set-to-reach-522bln-in-2024-ywa9we0h
- 一致的資料口徑:電商預計2024年將達到16.1億第納爾(約合52億美元)(SAMENA Daily/Times Kuwait;按約3.26美元/第納爾匯率折算,16.1億第納爾≈52億美元)。來源:https://www.samenacouncil.org/samena_daily_news?news=103116 ;https://timeskuwait.com/kuwaits-e-commerce-growth-surpasses-1-61-billion-in-2024/
- 市場報告:P&S Intelligence《科威特電商市場》(預測至2032年)。來源:https://www.psmarketresearch.com/market-analysis/kuwait-e-commerce-market
- 電商&數字支付創紀錄增長:2024年線上支出同比+71%,達1.88億第納爾(Arab Times——口徑更窄,僅指線上刷卡消費)。來源:https://www.arabtimesonline.com/news/kuwait-reports-71-growth-in-online-spending-totaling-kd-188-million-in-2024/
⚠️ 衝突提示: Times Kuwait標題中的"16.1億美元"實為貨幣單位標註有誤(應為第納爾);Zawya/SAMENA的資料(約52億美元)相互印證、口徑一致。Arab Times的1.88億第納爾屬於不同的口徑(僅刷卡消費),並非整體市場規模。
5. 非洲——整體情況
- 市場規模(2025年): 非洲電商市場規模預計2025年為404.9億美元(援引市場研究資料的行業媒體報道)。來源:https://amzdh.com/others/8748.html ;https://www.amz123.com/t/HPj7whMI ;https://www.yilantop.com/news/54561
- 中期展望: 非洲電商預計未來5年內規模將幾近翻倍,達到約1,130億美元(中國商務部,援引2024年市場報告)。來源:https://cm.mofcom.gov.cn/sqfb/art/2024/art_db6333cc46f24483b746d99474d78bb2.html
- 2030年展望: 非洲電商市場預計到2030年將達到750億美元(ElyonPay/行業分析)。來源:https://www.elyonpay.com/en/blog/e-commerce-africain-75-milliards-2030.html
- 非洲電商交易量預計到2028年將翻倍(Powers of Africa)。來源:https://powersofafrica.com/article/803/africa-e-commerce-to-double-in-volume-by-2028
- 挑戰: 物流/末端配送、支付/金融普惠、信任問題——2025年市場分析。來源:https://www.africa-press.net/gambia/all-news/e-commerce-in-africa-2025-market-analysis-and-trends ;https://www.fastcompany.com/91377777/how-to-unlock-e-commerce-in-africa
- 移動優先的普及方式: 3G向5G的連線性升級與智慧手機價格下降推動增長(Business Tech Africa)。來源:https://www.businesstechafrica.co.za/business/2025/08/22/mastering-e-commerce-in-2025-trends-and-tools-for-online-retail-success/
- 移動支付(Mobile Money,支付體系的基石): 非洲2024年移動支付賬戶數突破10億,交易額達1萬億美元(GSMA行業狀況報告,2025年4月);撒哈拉以南非洲擁有11億個賬戶,在全球移動支付領域領先;移動支付為非洲GDP貢獻了1,900億美元。來源:https://allafrica.com/stories/202504160452.html ;https://www.forbesafrica.com/current-affairs/2025/04/09/sub-saharan-africa-dominates-global-mobile-money-landscape-with-1-1-billion-accounts-new-report-finds ;https://capitalethiopia.com/2025/04/21/africa-leads-global-mobile-payments-contributing-190-billion-to-gdp/
- WhatsApp/TikTok商務是非洲事實上的電商基礎設施(社交電商)。來源:https://avodagroup.org/whatsapp-tiktok-commerce-africa/
⚠️ 衝突提示: 非洲市場規模資料因統計口徑不同而存在較大差異:404.9億美元(2025年)、750億美元(2030年)、1,130億美元(5年內)、以及奈及利亞一國到2029/2030年就將超過160–200億美元(US$16–20bn+)——統計方法(僅B2C商品口徑 vs. 含旅行/服務的總額口徑)在很大程度上解釋了這一差異。2025年404.9億美元這一數字是中國跨境行業媒體中被引用最多的"市場規模"資料。
6. 主要非洲市場
奈及利亞(按人口計非洲最大市場,常被稱為最大電商市場)
- 奈及利亞B2C電商:市場規模預計到2029年將超過200億美元(Research and Markets資料庫報告Q4 2025,2026年1月)。來源:https://www.globenewswire.com/news-release/2026/01/29/3228308/28124/en/Nigeria-B2C-Ecommerce-Report-2025-A-20-Billion-Market-by-2029-Size-Forecast-by-Value-and-Volume-Across-80-KPIs.html
- 另一資料:奈及利亞電商預計到2030年將達到167億美元("非洲最大的電商市場",White Whale/出海報告,2025年)。來源:https://www.baijing.cn/article/id-54847 ;AllAfrica:預計到2030年將超過160億美元。來源:https://allafrica.com/stories/202509220456.html
- 平臺:Jumia與Konga是主要的本土市場平臺。Statista按國別調研:https://www.statista.com/study/78324/e-commerce-in-nigeria/
南非
- 線上零售預計2025年將超過1,300億蘭特(約合70億美元以上)(線上零售調查,2025年9月)。來源:https://www.businessday.co.za/bd/economy/2025-09-11-sas-online-retail-sales-to-exceed-r130bn-in-2025-says-study/ ;https://www.mastercard.com/news/eemea/en/newsroom/press-releases/en/2025-1/september/south-africa-s-online-retail-set-to-surpass-r130-billion-in-2025 ;https://africa.businessinsider.com/local/markets/south-africas-online-retail-to-pass-dollar7-billion-in-2025/lggjzmt
- 電商目前約佔整體零售支出的10%(報告,2025年9月)。來源:https://www.ecofinagency.com/news/1209-48628-south-africa-e-commerce-hits-10-of-retail-spend-reshaping-market-report
- 平臺: Takealot領先;Amazon(2024年上線ZA站點)、SHEIN、Temu正在攪動市場(TechCabal,2025年9月)。來源:https://techcabal.com/2025/09/11/south-africas-online-retail-boom-exceeds-7bn/
肯亞
- 肯亞電商市場預計2024年將達到26億美元(年增速+12.86%)(Research and Markets資料庫報告2024–2028年)。來源:https://finance.yahoo.com/news/kenya-ecommerce-market-databook-2024-074100422.html
- 肯亞電商GMV預計將從2023年的23億美元增長至2028年的38億美元(Research and Markets,2024年9月)。來源:https://www.businesswire.com/news/home/20240904882019/en/Kenya-Ecommerce-Business-Report-2024-Gross-Merchandise-Value-to-Reach-%243.8-Billion-by-2028-from-%242.3-Billion-in-2023---ResearchAndMarkets.com
- 肯亞B2C電商預計到2029年將達到38.3億美元(資料庫報告Q4 2025,2026年1月)。來源:https://www.globenewswire.com/de/news-release/2026/01/29/3228279/28124/en/Kenya-B2C-Ecommerce-Databook-Report-2025-A-3-83-Billion-Market-by-2029-Size-Forecast-by-Value-and-Volume-Across-80-KPIs.html
- 移動支付(M-Pesa)是肯亞支付體系的核心基礎設施;Jumia、Kilimall、Jiji、Avechi、類似Copia模式的平臺均參與其中。來源:https://www.researchandmarkets.com/reports/5648313/kenya-ecommerce-market-opportunities-databook ;基於M-Pesa的購物背景:https://savannahsoftwaresolutions.co.ke/m-pesa-powered-shopping-vs-global-platforms-kenyas-2025-e-commerce-showdown/
- Jumia肯亞的節慶季銷售額達到158億先令。來源:https://www.businessdailyafrica.com/bd/corporate/companies/jumia-s-kenya-sales-hit-sh15-8bn-on-holiday-shopping-5360542
7. 平臺
- Jumia(紐交所:JMIA,泛非洲,上市非洲電商企業中規模最大):FY2025營收約1.9億美元,同比+13%;已退出阿爾及利亞市場以聚焦核心市場;2025年第四季度營收同比+34%;肯亞節慶季GMV達158億先令。來源:https://www.ecomcrew.com/jumias-fiscal-year-25-revenue-was-us190-million-a-year-on-year-increase-of-13/ ;https://nairametrics.com/2026/02/10/jumia-group-revenue-rises-to-188-9m-in-2025-cuts-loss/ ;https://trendtype.com/news/jumia-exits-algeria-and-reports-fy25-revenues-are-up-13-year-on-year/ ;https://ca.investing.com/news/company-news/jumia-q4-2025-slides-revenue-up-34-stock-drops-despite-progress-93CH-4450022 ;https://www.businessdailyafrica.com/bd/corporate/companies/jumia-s-kenya-sales-hit-sh15-8bn-on-holiday-shopping-5360542
- Noon(發源於UAE,業務覆蓋UAE/沙烏地阿拉伯/埃及):與Amazon共同構成中東兩大市場平臺之一。概覽:https://www.globaleyez.net/en/what-is-noon ;相較於Amazon UAE的定價/定位對比:https://thirdwatch.dev/blog/track-noon-vs-amazon-uae-pricing ;中東平臺排名:https://www.haibeigoods.com/article/NBNrJlPxgsE
- Amazon中東(Amazon.ae UAE+Amazon.sa沙烏地阿拉伯,前身為Souq):Amazon UAE市場平臺2025年指南(Sellingz):https://sellingz.com/resources/amazon-uae-2025-marketplace/ ;Amazon/Souq收購帶來的影響(中國物流媒體):http://ontaskksa.com/newsinfo/10717738.html ;KSA/UAE市場中Amazon對Noon的競爭格局:http://ontaskksa.com/newsinfo/10755649.html
- SHEIN/Temu在MEA的擴張:
- SHEIN與Temu被列為中東主要的B2C玩家(Research and Markets 2024年報告,列舉了SHEIN、Temu、Trendyol、Namshi、Noon、Carrefour、iHerb等企業)。來源:https://www.valuespectrum.com/corporate_news/1086279-middle-east-b2c-e-commerce-market-report-2024-featuring-carrefour-flipkart-floward-iherb-lulu-shopping-mtlnovel-namshi-noon-shopping-open-sooq-shein-splashfashions-temu-trendyol-and-zara
- DHL與Temu擴大合作,以推動電商增長(Logistics Middle East)。來源:https://www.logisticsmiddleeast.com/news/dhl-and-temu-expand-partnership-to-boost-e-commerce-growth
- Temu攜手EMX在UAE擴大海運及PUDO(自提/投遞點)服務。來源:https://www.logisticsmiddleeast.com/news/temu-expands-sea-shipping-and-pudo-services-in-uae-with-emx ;https://www.parcelandpostaltechnologyinternational.com/news/e-commerce/temu-and-emx-partner-on-e-commerce-fulfillment-in-uae.html
- Temu正在塞爾維亞與UAE擴大業務(中國國家郵政局)。來源:https://www.spb.gov.cn/gjyzj/c200007/202502/f9533170cb0c4ecc9fdc2a0df2608121.shtml
- 南非:Amazon入場+SHEIN/Temu正重塑市場格局(TechCabal)。來源:https://techcabal.com/2025/09/11/south-africas-online-retail-boom-exceeds-7bn/
- 本土玩家: Takealot(南非,市場領導者)、Kilimall(肯亞/東非)、Jiji(分類資訊平臺,肯亞/奈及利亞)、Konga(奈及利亞)、Trendyol(土耳其)、Jarir/Extra(沙特電子產品)。來源:TechCabal(Takealot);列舉Avechi、Jiji、Jumia、Kilimall、MyDawa等平臺的肯亞資料庫報告:https://finance.yahoo.com/news/kenya-ecommerce-market-databook-2024-074100422.html ;列舉Amazon、eBay、Namshi、Noon、Alibaba、Jarir的沙特報告:https://www.globenewswire.com:443/news-release/2025/04/21/3064772/28124/en/saudi-arabia-ecommerce-market-report-and-company-analysis-2025-2033-featuring-amazon-ebay-emaar-properties-namshi-noon-alibaba-jarir-marketing-and-carrefour.html
8. 區域背景——MEA的份額&增長前景(與其他區域對比)
- MEA整體: MEA電商預計到2031年將超過3,380億美元,2026–2031年複合年增長率為13.85%(Research and Markets)。來源:https://www.globenewswire.com/de/news-release/2026/03/18/3257960/28124/en/Middle-East-and-Africa-E-commerce-Market-to-Surpass-USD-338-Billion-by-2031-Growing-at-13-85-CAGR-During-2026-2031.html
- 滲透率: 中東&非洲的電商滲透率低於5%——遠遠落後於北美與亞太地區,也就是說,其在全球電商中所佔比重雖小,但正快速追趕(中國跨境分析,2025年)。來源:https://www.sgpjbg.com.cn/hyshuju/821cdf3262c35facf9712acdc1bdc95c.html
- 集中度: 土耳其+沙烏地阿拉伯=約佔MEA電商的45%;土耳其是最大的單一市場;埃及增速最快(中國跨境分析)。來源:https://www.sgpjbg.com.cn/hyshuju/a586f9ca0cce75eb8586ca4e91cd7a94.html ;https://www.sgpjbg.com.cn/hyshuju/79fd6761857c49faeeb4e7a74d1047b6.html
- 相較於其他區域的增速: MENA電商GMV增速約30%,UAE&沙烏地阿拉伯領跑(adgully資料);中東零售電商+19.8%(2025年);MEA預測2026–2031年複合年增長率為13.85%——與拉丁美洲、東南亞一同,是全球增速最快的區域軌跡之一。來源(含拉美/東南亞超20%在內的區域增速對比):https://www.sgpjbg.com.cn/labelsyh/kuajingdianshangxinxingshichangjiyu/1/6803089.html
- 全球背景:全球B2C電商規模約為7.5萬億美元,可作為參考基準(中國分析,2025年)。來源:https://www.sgpjbg.com.cn/hyshuju/bf851e08bb72b6d04c87533c348e5976.html
核心要點(供雙語報告使用)
- 中東是高增速、高價值的區域:B2C電商有望在2029年前突破2,020億美元;MEA整體規模到2031年將達到3,380億美元(複合年增長率13.85%);MENA GMV年增速約30%,UAE&沙烏地阿拉伯領跑。
- GCC核心市場: UAE(2024年88億美元,EZDubai資料)與沙烏地阿拉伯(2024年187.8億美元,預計2029年達到288億美元)是支撐區域的兩大支柱;受益於2030願景、約99%的網際網路普及率以及BNPL(Tabby/Tamara),沙烏地阿拉伯是中東規模最大的單一國家市場。
- 非洲規模雖小但增速迅猛(2025年404.9億美元→約5年內翻倍),以移動優先為特徵,2024年移動支付賬戶數超10億/交易額達1萬億美元(GSMA資料)支撐了整個支付體系;奈及利亞、南非、肯亞、埃及是核心市場。
- 平臺: 海灣地區呈Amazon+Noon雙寡頭格局;Jumia引領泛非洲市場(FY25營收約1.9億美元,+13%);SHEIN/Temu是兩個次區域中擴張最快的跨境挑戰者;本土冠軍企業(Takealot、Kilimall、Konga)則守住各自的細分市場。
- 相較於全球領先地區,滲透率低於5%是MEA決定性的機遇所在:低滲透率+全球最高的增速之一+穩健的人口結構。
資料來源(完整URL列表)
中東整體/MEA總體 - https://www.globenewswire.com/de/news-release/2026/01/12/3217066/28124/en/Middle-East-B2C-Ecommerce-Market-Opportunities-to-2029-Revenues-to-Exceed-202-Billion.html - https://www.globenewswire.com/de/news-release/2026/03/18/3257960/28124/en/Middle-East-and-Africa-E-commerce-Market-to-Surpass-USD-338-Billion-by-2031-Growing-at-13-85-CAGR-During-2026-2031.html - https://www.businesswire.com/news/home/20240408989943/en/Middle-East-B2C-E-Commerce-Market-2024-Projections-Indicate-that-the-Digital-Economy-in-the-Middle-East-is-Expected-to-Exceed-EUR-500-billion-by-2030---ResearchAndMarkets.com - https://www.globenewswire.com/news-release/2025/04/10/3059558/28124/en/MENA-E-commerce-Market-Report-2025-with-Projected-Compound-Annual-Growth-Rates-through-2029.html - https://www.jinfengkou.com/show-51141.html - https://adgully.me/post/9604/mena-e-commerce-sees-30-growth-uae-saudi-lead-in-gmv - https://www.einpresswire.com/article_print/868807357/middle-east-e-commerce-market-size-to-surpass-usd-10-957-billion-by-2033-with-a-21-58-cagr
GCC - https://www.marketresearchfuture.com/reports/gcc-e-commerce-market-46162 - https://www.marketresearchfuture.com/reports/gcc-b2c-e-commerce-market-59217 - https://www.researchandmarkets.com/reports/6248447/gcc-quick-commerce-market-share-analysis - https://redseer.com/articles/ksa-is-the-online-fashion-bpc-leader-in-gcc/ - https://redseer.com/articles/gccs-online-retail-market-is-truly-democratic/
UAE - https://www.intellinews.com/uae-e-commerce-market-reached-8-8bn-in-2024-382150/ - https://www.zawya.com/en/press-release/research-and-studies/ezdubai-uae-e-commerce-market-continues-to-grow-reaches-aed-323bln-in-2024-i6wurc98 - https://economymiddleeast.com/news/uaes-e-commerce-market-to-exceed-13-8-billion-by-2029-report/ - https://economymiddleeast.com/news/uae-ecommerce-market-digital-trade-growth-2026/ - https://www.zawya.com/en/press-release/research-and-studies/uae-online-shopping-boom-to-hit-17bln-by-2025-ltrjpsmk - https://www.equalocean.com/news/2024031320619-uae-e-commerce-market-reach-17-billion-2025 - https://www.logisticsmiddleeast.com/e-commerce/uaes-e-commerce-explosion-on-track-for-17-billion-by-2025 - https://www.intellinews.com/uae-tops-global-ranking-for-mobile-shopping-as-67-of-consumers-buy-via-smartphones-389108/ - http://www.arabianbusiness.com/industries/retail/uae-leads-world-in-mobile-shopping-in-2025-with-67-per-cent-using-phones-to-shop - https://meatechwatch.com/2025/07/18/uae-among-only-three-countries-worldwide-with-100-adult-mobile-phone-ownership-leading-mobile-driven-online-shopping/ - https://finbets.websol.barchart.com/?module=topNews&storyID=32316226&selected=news&symbol= - https://virtuzone.com/blog/ecommerce-industry-uae/ - https://www.trade.gov/country-commercial-guides/united-arab-emirates-ecommerce - https://www.dhl.com/discover/en-hk/e-commerce-advice/e-commerce-best-practice/cracking-online-shopping-in-abu-dhabi-guide-for-hong-kong-sellers
沙烏地阿拉伯 - https://www.globenewswire.com/fr/news-release/2026/02/03/3230809/28124/en/saudi-arabia-b2c-ecommerce-business-report-2025-a-28-8-billion-market-by-2029-from-18-78-billion-in-2024-explore-size-forecast-by-value-and-volume-across-80-kpis.html - https://www.globenewswire.com/news-release/2026/01/22/3223626/28124/en/Saudi-Arabia-Ecommerce-Market-Trends-and-Expansion-Potential-2026-2031-Vision-2030-Boosts-Saudi-Ecommerce-with-99-Internet-Penetration-78-5G-Coverage.html - https://campaignme.com/from-souq-to-screen-how-saudi-vision-2030-is-reshaping-digital-commerce/ - https://www.albawaba.net/business/saudi-arabia-leads-e-commerce-sales-1579427 - http://investor.wedbush.com/wedbush/article/bizwire-2025-11-26-saudi-arabia-buy-now-pay-later-business-report-2025-2030-148-billion-market-driven-by-tamara-tabby-postpay-spotti-toyou-and-rising-financial-institution-participation-researchandmarketscom - https://www.orchestrapay.com/coverage/middle-east/saudi-arabia - https://knowledge.antom.com/the-saudi-opportunity-soaring-per-capita-online-spending-and-explosive-holiday-sales - https://www.globenewswire.com:443/news-release/2025/04/21/3064772/28124/en/saudi-arabia-ecommerce-market-report-and-company-analysis-2025-2033-featuring-amazon-ebay-emaar-properties-namshi-noon-alibaba-jarir-marketing-and-carrefour.html
埃及 - https://thearabweekly.com/egypts-e-commerce-leads-countrys-digital-transformation-activity-expands - https://www.globenewswire.com/fr/news-release/2026/01/29/3228289/28124/en/Egypt-B2C-Ecommerce-Databook-Report-2025-A-14-53-Billion-Market-by-2029-Amazon-and-Noon-Anchor-Marketplaces-While-B-TECH-Carrefour-Egypt-and-Jumia-Leverage-Omnichannel-Control.html
土耳其 - https://www.dny1.com/Main/ArticleDetails?id=976779151719534592 - https://www.amz123.com/t/UAmSzl9Z - https://www.yiofong.com/news/2605188040 - https://www.hurriyetdailynews.com/amp/turkiyes-e-commerce-volume-surges-52-percent-in-2025-222063 - https://www.hurriyetdailynews.com/e-commerce-volume-exceeds-2-trillion-turkish-liras-212092 - https://ecommercenews.eu/turkish-online-spending-reached-86-billion-euros/ - https://www.azernews.az/region/248249.html
卡達&科威特 - https://www.globenewswire.com/news-release/2026/01/29/3228277/0/en/Qatar-B2C-Ecommerce-Databook-Report-2025-A-10-87-Billion-Market-by-2029-Growth-Opportunities-Driven-by-Expanding-Segments-Like-Retail-Shopping-Travel-and-Online-Food-Services.html - https://www.researchandmarkets.com/reports/5601182/qatar-e-commerce-market-share-analysis - https://www.zawya.com/en/business/retail-and-consumer/kuwaits-e-commerce-set-to-reach-522bln-in-2024-ywa9we0h - https://www.samenacouncil.org/samena_daily_news?news=103116 - https://timeskuwait.com/kuwaits-e-commerce-growth-surpasses-1-61-billion-in-2024/ - https://www.psmarketresearch.com/market-analysis/kuwait-e-commerce-market - https://www.arabtimesonline.com/news/kuwait-reports-71-growth-in-online-spending-totaling-kd-188-million-in-2024/
非洲整體 - https://amzdh.com/others/8748.html - https://www.amz123.com/t/HPj7whMI - https://www.yilantop.com/news/54561 - https://cm.mofcom.gov.cn/sqfb/art/2024/art_db6333cc46f24483b746d99474d78bb2.html - https://www.elyonpay.com/en/blog/e-commerce-africain-75-milliards-2030.html - https://powersofafrica.com/article/803/africa-e-commerce-to-double-in-volume-by-2028 - https://www.africa-press.net/gambia/all-news/e-commerce-in-africa-2025-market-analysis-and-trends - https://www.fastcompany.com/91377777/how-to-unlock-e-commerce-in-africa - https://www.businesstechafrica.co.za/business/2025/08/22/mastering-e-commerce-in-2025-trends-and-tools-for-online-retail-success/ - https://avodagroup.org/whatsapp-tiktok-commerce-africa/ - https://www.imarcgroup.com/africa-e-commerce-market
移動支付 - https://allafrica.com/stories/202504160452.html - https://www.forbesafrica.com/current-affairs/2025/04/09/sub-saharan-africa-dominates-global-mobile-money-landscape-with-1-1-billion-accounts-new-report-finds - https://capitalethiopia.com/2025/04/21/africa-leads-global-mobile-payments-contributing-190-billion-to-gdp/
奈及利亞 - https://www.globenewswire.com/news-release/2026/01/29/3228308/28124/en/Nigeria-B2C-Ecommerce-Report-2025-A-20-Billion-Market-by-2029-Size-Forecast-by-Value-and-Volume-Across-80-KPIs.html - https://www.baijing.cn/article/id-54847 - https://allafrica.com/stories/202509220456.html - https://www.statista.com/study/78324/e-commerce-in-nigeria/
南非 - https://www.businessday.co.za/bd/economy/2025-09-11-sas-online-retail-sales-to-exceed-r130bn-in-2025-says-study/ - https://www.mastercard.com/news/eemea/en/newsroom/press-releases/en/2025-1/september/south-africa-s-online-retail-set-to-surpass-r130-billion-in-2025 - https://africa.businessinsider.com/local/markets/south-africas-online-retail-to-pass-dollar7-billion-in-2025/lggjzmt - https://techcabal.com/2025/09/11/south-africas-online-retail-boom-exceeds-7bn/ - https://www.ecofinagency.com/news/1209-48628-south-africa-e-commerce-hits-10-of-retail-spend-reshaping-market-report
肯亞 - https://finance.yahoo.com/news/kenya-ecommerce-market-databook-2024-074100422.html - https://www.businesswire.com/news/home/20240904882019/en/Kenya-Ecommerce-Business-Report-2024-Gross-Merchandise-Value-to-Reach-%243.8-Billion-by-2028-from-%242.3-Billion-in-2023---ResearchAndMarkets.com - https://www.globenewswire.com/de/news-release/2026/01/29/3228279/28124/en/Kenya-B2C-Ecommerce-Databook-Report-2025-A-3-83-Billion-Market-by-2029-Size-Forecast-by-Value-and-Volume-Across-80-KPIs.html - https://www.researchandmarkets.com/reports/5648313/kenya-ecommerce-market-opportunities-databook - https://savannahsoftwaresolutions.co.ke/m-pesa-powered-shopping-vs-global-platforms-kenyas-2025-e-commerce-showdown/ - https://businesstoday.co.ke/kenyas-booming-e-commerce-what-is-driving-it/ - https://www.businessdailyafrica.com/bd/corporate/companies/jumia-s-kenya-sales-hit-sh15-8bn-on-holiday-shopping-5360542
平臺(Jumia/Noon/Amazon/SHEIN/Temu/本土玩家) - https://www.ecomcrew.com/jumias-fiscal-year-25-revenue-was-us190-million-a-year-on-year-increase-of-13/ - https://nairametrics.com/2026/02/10/jumia-group-revenue-rises-to-188-9m-in-2025-cuts-loss/ - https://trendtype.com/news/jumia-exits-algeria-and-reports-fy25-revenues-are-up-13-year-on-year/ - https://ca.investing.com/news/company-news/jumia-q4-2025-slides-revenue-up-34-stock-drops-despite-progress-93CH-4450022 - https://www.globaleyez.net/en/what-is-noon - https://thirdwatch.dev/blog/track-noon-vs-amazon-uae-pricing - https://www.haibeigoods.com/article/NBNrJlPxgsE - https://sellingz.com/resources/amazon-uae-2025-marketplace/ - http://ontaskksa.com/newsinfo/10717738.html - http://ontaskksa.com/newsinfo/10755649.html - https://www.valuespectrum.com/corporate_news/1086279-middle-east-b2c-e-commerce-market-report-2024-featuring-carrefour-flipkart-floward-iherb-lulu-shopping-mtlnovel-namshi-noon-shopping-open-sooq-shein-splashfashions-temu-trendyol-and-zara - https://www.logisticsmiddleeast.com/news/dhl-and-temu-expand-partnership-to-boost-e-commerce-growth - https://www.logisticsmiddleeast.com/news/temu-expands-sea-shipping-and-pudo-services-in-uae-with-emx - https://www.parcelandpostaltechnologyinternational.com/news/e-commerce/temu-and-emx-partner-on-e-commerce-fulfillment-in-uae.html - https://www.spb.gov.cn/gjyzj/c200007/202502/f9533170cb0c4ecc9fdc2a0df2608121.shtml - https://www.36kr.com/p/3390773948615041
區域背景/對比 - https://www.sgpjbg.com.cn/hyshuju/821cdf3262c35facf9712acdc1bdc95c.html - https://www.sgpjbg.com.cn/hyshuju/a586f9ca0cce75eb8586ca4e91cd7a94.html - https://www.sgpjbg.com.cn/hyshuju/79fd6761857c49faeeb4e7a74d1047b6.html - https://www.sgpjbg.com.cn/hyshuju/bf851e08bb72b6d04c87533c348e5976.html - https://www.sgpjbg.com.cn/labelsyh/kuajingdianshangxinxingshichangjiyu/1/6803089.html - https://www.giiresearch.com/report/moi1911438-middle-east-africa-e-commerce-market-share.html