集体出手围剿"免税包裹"，日本欧盟又搞事？

Group 1 - Japan's tax exemption for imported goods valued under 10,000 yen (approximately 495 RMB) may end in 2026, with 2023 seeing a surge in small package imports to 169.66 million, a fivefold increase compared to pre-pandemic levels, and total value exceeding 425.8 billion yen [2] - Chinese cross-border e-commerce platforms are driving this policy change, with Temu leading global e-commerce app downloads and Shein in second place, alongside Amazon's 67 million monthly active users in Japan, contributing to exponential growth in cross-border package numbers [4] - 83% of local Japanese businesses believe the tax exemption policy has led to "price inversion," diminishing the competitiveness of domestic products [4] Group 2 - In Europe, the EU is facing a significant influx of 4.6 billion small packages valued under 22 euros in 2024, with a daily processing volume of 12 million packages, leading to an estimated annual tax revenue loss of 2.9 billion euros due to issues like undervaluation and incorrect classification [7] - The EU plans to implement three key reforms: a fixed customs clearance fee for each cross-border package, the elimination of the long-standing 150 euro tax exemption threshold, and the establishment of a central customs authority (EUCA) for real-time data sharing among 27 countries [7] - The UK Treasury is also reviewing its tax policies, with the current 135-pound tax exemption threshold at risk, potentially increasing the overall cost of imported goods by 20%-30% due to combined VAT and customs duties [11] Group 3 - Major platforms are proactively preparing for the impending industry changes, with Temu increasing shipping subsidies for Japan by 30%, Shein accelerating local warehousing in Europe, and Amazon Japan launching a "compliance acceleration program" to help sellers adapt to new customs regulations [15] - This global tax reform represents a fundamental restructuring of international trade rules in the digital economy era, necessitating a shift for millions of cross-border sellers from "quick profits" to "brand building" as a survival imperative [15]