出海周报丨美国取消小额包裹免税政策；特朗普再给予TikTok禁令75天宽限期；滴滴将在巴西重启外卖业务

Industry Overview - The U.S. government has announced the cancellation of the tax exemption for small packages imported from mainland China and Hong Kong, effective May 2, 2025, imposing a 30% tariff or $25 per item for goods valued at or below $800, which will increase to $50 per item after June 1, 2025 [1] - The U.S. plans to impose a 34% tariff on Chinese goods as part of a "reciprocal tariff" strategy, with varying rates for other trade partners ranging from 20% to 49% [2] - In response, China will impose a 34% tariff on all imports from the U.S. starting April 10, 2025, with no exemptions for the new tariffs [3] - A 25% tariff on imported cars in the U.S. has officially taken effect, as confirmed by President Trump [4] E-commerce and Trade - China's service trade saw a total import and export value of 1.30956 trillion yuan in January-February 2025, marking a 9.9% year-on-year increase, with exports growing by 13% and imports by 7.8% [5] - The cross-border e-commerce company Aoki reported a 23.34% increase in revenue to 10.71 billion yuan for the year 2024, although net profit declined by 5.2% [11] - San Tai Co. announced a revenue of 1.751 billion yuan for 2024, a 2.97% increase, but net profit fell by 88.38% to 14.3688 million yuan [12] Technology and Platforms - TikTok has received a 75-day extension on its ban as negotiations between ByteDance and the U.S. government continue [6] - AliExpress reported a 600% increase in sales for AR/VR glasses during a recent promotional event, indicating strong growth in this category [10] Consumer Brands - The animated film "Nezha" has grossed over $48.94 million internationally, ranking among the top ten Chinese films released abroad [13] - Feihe is expanding its baby formula market into Southeast Asia, starting with the Philippines in June, followed by Vietnam and Indonesia [14] Automotive Industry - WeRide announced a partnership with Uber and the Dubai Roads and Transport Authority to launch robotaxi services in Dubai [15][16] - BYD has clarified that reports of its investment in a factory in India are untrue, while also announcing its entry into the Czech market with new electric vehicle models [17][18] - XPeng Motors plans to enter the Bahrain market with three flagship models set to launch in the second half of 2025 [18]