Temu美国全托管模式回归在望，跨境卖家迎来新机遇！

Core Insights - Recent easing of China-U.S. trade relations has led to potential recovery of Temu's full-service model for the U.S. market [2][10] - U.S. tariffs on small packages from China have significantly decreased, providing a favorable environment for cross-border e-commerce platforms like Temu [6][10] Tariff Adjustments - U.S. tariffs on Chinese goods have been reduced from 145% to 30%, with small package tariffs dropping from 120% to 54%, and currently, the effective rate is around 30% [2][6][10] - This reduction is expected to alleviate operational pressures on Temu and similar platforms, allowing them to resume direct shipments from China [6][11] Business Strategy Changes - Temu has announced plans to resume its full-service model, encouraging sellers to increase inventory by 30%-40% in anticipation of order growth [3][4] - The platform is also allowing sellers to relist previously delisted products due to cost disadvantages, taking advantage of the new tariff structure [4][5] Compliance and Operational Adjustments - New compliance requirements for Temu's full-service model include providing proof of non-Chinese origin for products, with some flexibility for high-scoring brands [4][11] - The platform is expected to enhance its logistics and supply chain management to adapt to the changing tariff landscape [10][12] Market Impact - Analysts predict an increase in the volume of products shipped from China to the U.S. in the coming weeks, as Temu and competitors like Shein adjust to the new tariff environment [5][11] - Price adjustments on Temu's platform reflect the ongoing adaptation to the new trade policies, with some products seeing price increases while others stabilize [5][10]