Temu美国站大调整：全托管商品遭下架，中国卖家出路在哪？

Group 1 - Temu has announced a significant adjustment by completely halting the export of direct shipment products from China to the U.S., with a large-scale removal of fully managed links, shifting sales in the U.S. market to local sellers [1][2] - This adjustment is directly related to the U.S. Customs T86 policy, which will eliminate the tariff exemption for small packages from China starting May 2025, requiring full tax payment on all goods [1][3] - The tightening of small trade policies is impacting low-cost e-commerce models, as the new regulations require formal customs clearance for Chinese goods, leading to increased logistics costs and squeezed profit margins for low-priced products [3][6] Group 2 - Temu's response strategy is focused on "localization," claiming that local products incur "no import fees," although rising local procurement costs may weaken this price advantage [3][6] - Cross-border sellers are facing increased risks of inventory backlog, extended stocking cycles, and higher order fulfillment costs, with some sellers seeing over 50% of their fully managed links removed [3][6] - The shift to localized operations necessitates improved inventory management capabilities and cash flow efficiency, highlighting the value of ERP tools [3][4] Group 3 - ERP tools are essential for cross-border sellers to achieve a "lightweight transformation" in response to Temu's policy shift, with features that enable unified management of multiple stores and real-time monitoring of product status [4][5] - Scientific inventory planning through ERP can integrate local and Temu warehouse data, automatically calculating replenishment quantities and providing stock-out alerts to mitigate risks [5][8] - The adjustment at Temu represents both a challenge and an opportunity for sellers to upgrade their operations, as reliance solely on low-price strategies becomes unsustainable under policy pressure [8]