Group 1 - The U.S. will impose tariffs on all packages under $800 sent from other countries starting August 29, which is more than two years earlier than originally planned [1] - This change will significantly impact cross-border e-commerce, particularly small shops and platforms that rely on direct shipping of low-priced goods [4] - The new tariffs could increase the cost of low-priced items, such as a $10 T-shirt potentially incurring a $4.5 tariff, effectively doubling the final price for consumers [4] Group 2 - The logistics sector is experiencing significant disruptions, with a 10% decrease in cargo volume from Asia to the U.S., leading to the cancellation of some charter contracts [7] - U.S. overseas warehouses are becoming increasingly popular as merchants opt to ship goods to U.S. warehouses first, despite higher costs, to maintain timely delivery [7] - Many small sellers are considering exiting the U.S. market in favor of regions like the Middle East and Southeast Asia due to the new tariff structure [7] Group 3 - The policy is seen as a push for companies to relocate their manufacturing to Mexico, Southeast Asia, or even back to the U.S., under the guise of preventing smuggling and protecting domestic industries [9] - Consumers will face higher prices for overseas low-cost goods, marking a significant shift from the previous model of low prices and tax exemptions in cross-border e-commerce [9]
事发突然!头都大了,全球寄往美的800美元以下包裹免税没了
Sou Hu Cai Jing·2025-07-31 03:52