跨境电商如何应对“小额豁免”变动

Core Viewpoint - The tightening of "small value exemption" policies by various countries and organizations is causing significant disruption in the cross-border e-commerce industry, as these policies are crucial for facilitating international trade by allowing low-value goods to be imported without tax and formal customs procedures [1][2]. Group 1: Impact on Cross-Border E-Commerce - The tightening of "small value exemption" policies is seen as a strategic move by some countries to curb the global trade competitiveness of low-value goods from other nations and to promote domestic supply chain recovery [1]. - In 2024, China's cross-border e-commerce imports and exports are projected to reach 2.63 trillion yuan, marking a year-on-year growth of 10.8% and an increase of 1 trillion yuan since 2020, highlighting the sector's rapid development [1]. - China has established 165 comprehensive pilot zones for cross-border e-commerce, which have become significant platforms for the industry's growth, with over 120,000 trade entities participating [1]. Group 2: Challenges and Strategic Adjustments - The policy changes are compressing profit margins for low-priced goods that rely on tax exemptions, posing survival challenges for small and medium-sized sellers, particularly in sectors like clothing and electronics [2]. - Companies are advised to shift from "small batch direct mail" to "large batch overseas warehouse stocking" to adapt to the new logistics and tax cost structures [2]. - The focus on overseas warehouses is increasing, with companies like Cainiao operating over 40 warehouses across 18 countries, aiming to provide comprehensive supply chain services and support for businesses going abroad [2]. Group 3: Recommendations for Future Development - Cross-border e-commerce enterprises are encouraged to upgrade their supply chain models and enhance local operational capabilities to adapt to changing trade environments [3]. - Implementing diversified market strategies to reduce reliance on traditional single markets and leveraging national export tax rebate policies can help maintain competitive pricing [3]. - The industry is expected to accelerate its transition towards overseas warehouses and localized operations, supported by timely and effective policies [2][3].