On the surface, the data from our platform (Alibaba.com) paints a bleak picture for Southeast Asian nuts and dried fruits exporters in 2025. The total trade amount is projected to decline by a sharp 12.85% year-over-year. However, a deeper dive reveals a more complex and ultimately hopeful narrative. While the trade value is falling, the number of active buyers (abCnt) has shown a strong recovery since April 2025, with notable spikes during the summer and year-end periods. This presents our first major paradox: more buyers are looking, but less money is being spent.
The root cause of this paradox becomes clear when we examine the seller side. The number of sellers in this category exploded by a staggering 533% in 2025. This massive influx of new suppliers has created an extreme state of over-supply, reflected in a persistently high supply-demand ratio. In such an environment, competition shifts almost entirely to price. Sellers engage in a race to the bottom, slashing margins to win orders, which directly explains the plummeting trade value despite robust buyer traffic. The average number of inquiries per product (AB rate) has consequently dropped, as buyer attention is fragmented across a sea of near-identical, low-priced listings.
This B2B reality stands in stark contrast to the powerful trends reshaping the end-consumer markets in our key export destinations: North America and Europe. While our platform's buyers are haggling over cents, their own customers—the final consumers—are increasingly demanding premium, health-conscious, and ethically sourced products. This fundamental misalignment between the upstream B2B logic and downstream B2C demand is the central challenge—and opportunity—for Southeast Asian exporters.

