Temu大面积限流高价，卖家销量骤跌！

Core Insights - Temu sellers in the U.S. are experiencing unprecedented turbulence since 2025, with consumer spending on the platform showing a significant decline from nearly 50% growth at the beginning of April to almost zero by the end of the month [1] - A large number of sellers have reported a drastic drop in product sales, attributed to platform policy adjustments, increased competition, and the impact of U.S.-China trade tensions, particularly the cancellation of the T86 tax exemption policy [1][6] Group 1: Sales and Pricing Issues - Many Temu sellers have reported a sudden increase in "high-price limit" notifications, with the number of affected products rising from 5 to 45, impacting best-selling items [2] - The introduction of new pricing rules in March 2024 has led to penalties for sellers whose prices exceed those of competitors, resulting in restrictions on new listings and withdrawal freezes [4] - Despite some products being released from "high-price limit" status, many sellers still face poor sales performance [5] Group 2: Impact of T86 Tax Exemption Cancellation - Following the cancellation of the T86 tax exemption, Temu has removed numerous fully managed products from the U.S. market, although some tariffs have been reduced [6] - Contrary to expectations, only a few semi-managed products have seen sales increases, while many sellers report significant declines, with some experiencing drops of up to 90% [6] Group 3: Advertising and Price Adjustments - Temu has reduced its advertising spending on platforms like Meta, X, and YouTube by an average of 31%, contributing to decreased sales in the U.S. [7] - The front-end prices of many semi-managed products have surged, leading to consumer dissatisfaction and further sales declines [8] - A recent survey indicated that Temu's sales dropped by approximately 10% week-over-week from April 27 to May 4 compared to the same period in 2024 [8] Group 4: Seller Dilemmas - The reduction in advertising is expected to shrink the traffic pool for fully managed products to about 30% of its original size, while semi-managed products may not see significant changes [11] - Sellers are caught in a dilemma: they must choose between lowering prices to maintain sales, which sacrifices profit, or maintaining prices and facing declining sales [11]