2026年8月，拉美电商巨头美客多（Mercado Libre）发布了令人瞩目的第二季度财报：总净营收及金融收入达到101.69亿美元，同比增长50%，创下近四年最快增速；GMV达到219亿美元，同比增长44%；支付交易总额（TPV）突破1010亿美元，同比增长56%。这是美客多历史上首次单季度营收超过100亿美元。

In August 2026, two major events occurred simultaneously on Mercado Libre’s Brazilian site: First, the platform lowered the threshold for free shipping, significantly boosting the frequency of user purchases; second, the Split Payment system was mandatorily implemented, requiring sellers to link their local Brazilian CPF/CNPJ tax information and local bank accounts in order to receive payments normally. These two events, occurring in quick succession, profoundly altered the operational dynamics of the Brazil marketplace.

当大多数中国卖家还在巴西和墨西哥市场激烈竞争时，美客多的智利和哥伦比亚站点正悄然成为新的蓝海。这两个市场虽然目前规模不及巴西和墨西哥，但增速快、竞争相对温和、平台扶持力度大，非常适合有供应链优势、愿意长期投入的卖家提前布局。

2026年8月，拉美电商巨头美客多（Mercado Libre）发布了令人瞩目的第二季度财报：总净营收及金融收入达到101.69亿美元，同比增长50%，创下近四年最快增速；GMV达到219亿美元，同比增长44%；支付交易总额（TPV）突破1010亿美元，同比增长56%。这是美客多历史上首次单季度营收超过100亿美元。

In August 2026, two major events occurred simultaneously on Mercado Libre’s Brazilian site: First, the platform lowered the threshold for free shipping, significantly boosting the frequency of user purchases; second, the Split Payment system was mandatorily implemented, requiring sellers to link their local Brazilian CPF/CNPJ tax information and local bank accounts in order to receive payments normally. These two events, occurring in quick succession, profoundly altered the operational dynamics of the Brazil marketplace.