【东南亚多国聚焦电商、科技与法规动态】
▍印尼：电商平台Shopee联手OpenAI布局智能购物场景
印尼电商巨头Shopee母公司Sea Limited宣布与OpenAI达成合作，成为其人工智能代理Operator在东南亚及巴西的首发合作伙伴。Operator作为自主执行互联网任务的研究级AI工具，将探索如何通过个性化推荐、智能交互优化用户购物体验。Shopee表示将通过用户反馈持续训练AI模型，推动电商服务向"更直观、响应更敏捷"方向进化，进一步巩固其在东南亚数字经济领域的领先地位。
▍印尼科技企业双动态：Bukalapak胜诉债务纠纷 苹果投资换解禁
雅加达中央商事法院近日驳回PT Harmas Jalesveva对电商平台Bukalapak的债务清偿申请，认定其主张的税收债权不符合印尼最高法院判例。与此同时，印尼政府与苹果公司达成协议，后者承诺追加10亿美元投资并开展本土研发培训，以解除对iPhone 16的销售禁令。工业部拟于本周签署谅解备忘录，但鉴于过往政策反复性，最终执行仍存变数。
▍东南亚电商安全升级：马来西亚禁售致命软糖
槟城10岁儿童食用"眼球软糖"窒息身亡事件引发监管风暴。马来西亚卫生部紧急要求Shopee、TikTok Shop等平台全面下架相关商品，已在数字平台识别86条违规链接，同步开展线下清查。此次执法凸显东南亚国家对新兴电商风险的快速响应机制。
▍东盟联合打击非法烟草贸易
• 菲律宾税务部门宣布将于2025年2月在邦板牙省集中销毁1430万包非法香烟，预估挽回税收损失64亿比索
• 泰国湄索警方破获跨境走私案，查获2.5万包未缴税香烟（价值250万泰铢），逮捕30岁涉案嫌疑人
两国行动均强调切断非法烟草流通链条，保障公共卫生与财税安全。
▍新加坡物流里程碑：大士港吞吐量破千万标箱
PSA国际港务集团宣布，自2022年运营以来，大士港已处理超1000万标准箱货物。这个总投资超200亿新元、规划4期建设的智慧港口，现有11个泊位投入运营，2040年全面建成后年处理能力将达6500万标箱，强化新加坡全球航运枢纽地位。
▍越南出台数字经济严规：最高罚金达8亿越南盾
越南政府颁布第24/2025/ND-CP号法令，重拳整治数字平台乱象：
• 数据滥用：未经许可收集用户信息最高罚4千万盾，涉及敏感信息加倍
• 平台责任：未审核商户资质罚1-2亿盾，隐瞒网红营销关系罚5-7千万盾
• 消费欺诈：强制搭售、虚假交付等行为面临5-7千万盾处罚
新规特别规定，大型数字平台违法将按基准额4倍处罚，体现对头部企业的强监管导向。
▍Indonesia: Shopee Partners with OpenAI to Pioneer AI-Driven Shopping
Indonesian e-commerce giant Shopee, under parent company Sea Limited, has announced a collaboration with OpenAI, becoming the launch partner for OpenAI’s AI agent "Operator" in Southeast Asia and Brazil. The research-stage Operator, designed to autonomously execute internet tasks, will explore enhancing personalized recommendations and interactive shopping experiences. Shopee stated it will refine AI models through user feedback to advance "more intuitive and responsive" services, solidifying its leadership in Southeast Asia’s digital economy.
▍Indonesia’s Dual Developments: Bukalapak Wins Legal Battle; Apple Secures iPhone 16 Sales
Jakarta’s Central Commercial Court dismissed PT Harmas Jalesveva’s debt claim against e-commerce platform Bukalapak, ruling that tax-related claims violated Supreme Court precedents. Separately, Indonesia reached an agreement with Apple to lift its iPhone 16 sales ban after the tech giant pledged $1 billion in local investments and R&D training. A memorandum of understanding is slated for signing this week, though policy uncertainties linger due to the government’s history of reversals.
▍Southeast Asia’s E-commerce Safety Overhaul: Malaysia Bans Deadly "Eyeball" Candy
Following the tragic death of a 10-year-old boy who choked on eyeball-shaped gummy candy, Malaysia’s Ministry of Health ordered Shopee, TikTok Shop, and other platforms to remove 86 listings of the product. The crackdown highlights regional governments’ rapid response mechanisms to emerging e-commerce risks.
▍ASEAN Joint Strike on Illicit Tobacco Trade
• Philippines: The Bureau of Internal Revenue (BIR) will destroy 14.3 million packs of illegal cigarettes in February 2025, recovering an estimated ₱6.4 billion in tax losses.
• Thailand: Mae Sot police seized 25,000 untaxed cigarette packs (worth ฿2.5 million) in a cross-border smuggling bust, arresting a 30-year-old suspect.
Both actions underscore efforts to curb public health threats and safeguard fiscal security.
▍Singapore’s Logistics Milestone: Tuas Port Surpasses 10 Million TEUs
PSA International announced that Tuas Port, operational since 2022, has handled over 10 million TEUs. The S$20 billion smart port, now with 11 berths, aims to reach 65 million TEUs annually by 2040, reinforcing Singapore’s role as a global maritime hub.
▍Vietnam Tightens Digital Regulations: Fines Up to VND 800 Million
Vietnam’s new Decree No. 24/2025/ND-CP imposes harsh penalties for digital platform violations:
• Data misuse: Fines up to VND 40 million (doubled for sensitive data) for unauthorized collection or transfer of user information.
• Platform accountability: VND 100–200 million fines for unverified merchant identities; VND 50–70 million for hiding influencer marketing ties.
• Consumer fraud: Mandatory bundling or delivery scams face VND 50–70 million penalties.
Large platforms face quadrupled fines, signaling intensified oversight of tech giants.
