中国跨境电商平台Shein和Temu通过低价策略在非洲市场迅速扩张，对当地零售和制造业构成严重威胁。以南非为例，Shein于2020年进入1，Temu于2024年进入1。2024年两平台在南非共创造约73亿兰特（约4.05亿美元）销售额1，占该国衣服、纺织品、鞋类和皮革行业在线销售的37%1。这一增长已经带来显著的就业危机：2024年该行业共失去2818个制造业岗位和5282个零售岗位，总计约8100个岗位1。根据研究预估，到2030年可能有超过34000个零售和制造业岗位面临风险1。
产业工会和政府官员对此提出强烈关切。南非服装纺织工人工会（SACTWU）研究主任Simon Eppel表示："他们吸干了数十亿兰特的销售额，并压低了本地制造商的价格"1。该工会已提议在南非禁止这些应用程序运营1。加纳工业协会主席Tsonam Cleanse Akpeloo指出，"他们的价格在价格敏感的经济体中很有吸引力"1。为应对这一冲击，南非政府已收紧小额在线进口规则，以防止国际平台获得税收优势1。
Chinese cross-border e-commerce platforms Shein and Temu are rapidly expanding across Africa, capturing substantial market share and triggering significant job losses in the region's retail and manufacturing sectors. In South Africa, the two platforms generated approximately 73 billion rand (about 405 million US dollars) in sales in 2024, accounting for 37 percent of online sales in the clothing, textiles, footwear, and leather industries.1 This market penetration has already resulted in the loss of approximately 8,100 manufacturing and retail positions, with an estimated 34,000 additional jobs at risk by 2030.1
The platforms entered African markets at different times, with Shein launching in South Africa in 2020 and Temu arriving in 2024.1 Their success stems largely from aggressive pricing strategies tailored to price-sensitive economies. Tsonam Cleanse Akpeloo, president of the Ghana Industrial Association, noted that "their prices are particularly attractive in price-sensitive economies, and consumers naturally seek products that fit their budgets".2 This pricing advantage has intensified pressure on local manufacturers. Simon Eppel, research director of the South African Clothing and Textile Workers' Union (SACTWU), stated that "they have siphoned away billions of rand in sales and undercut local manufacturers' prices".2
In response to these market disruptions, labor unions and industry bodies have called for stronger protections. SACTWU has proposed banning these applications in South Africa.1 Additionally, the South African government has tightened regulations on small-value online imports to prevent international platforms from gaining unfair tax advantages.1
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