8月29日起，美国800美元免税政策全面取消！跨境卖家迎来规则博弈

Core Viewpoint - A significant policy change in the U.S. will reshape the global small package cross-border trade landscape by eliminating the long-standing $800 tax exemption for imports starting August 29 [1][3]. Summary by Sections Policy Changes - The new regulation will impose applicable tariffs on all packages not shipped through the international postal system, with specific duties based on the country of origin and effective tax rates [3][4]. - The previous exemption for packages valued under $800 will no longer be the default option, although travelers can still bring back personal items worth up to $200 and receive gifts valued under $100 tax-free [3][4]. Impact on Cross-Border E-commerce - The termination of the exemption is expected to significantly impact sellers who previously exploited loopholes through third-country transshipment and other gray market operations [4][6]. - Over the past decade, the $800 exemption has fueled rapid growth in global cross-border e-commerce, with the number of low-value shipments entering the U.S. skyrocketing from 134 million in 2015 to 1.36 billion in 2024, a 600% increase [4][6]. Market Dynamics - The U.S. government views the previous exemption as a means for Chinese sellers to dump cheap goods, harming local retail and manufacturing, and leading to issues like smuggling and tax evasion [6]. - The new policy is likely to eliminate sellers who rely on policy arbitrage and lack brand strength, pushing the industry towards compliance and value-based competition [6]. Strategic Adjustments for Sellers - Sellers will need to enhance supply chain management, local compliance capabilities, and focus on high-value products to adapt to the new environment [6]. - Building strong independent brands and diversifying sales channels will be crucial for survival in the evolving market landscape [6]. Broader Economic Context - Recent positive developments in U.S.-China trade relations, including a 90-day extension of existing tariffs, provide a temporary respite for cross-border sellers amid the impending policy changes [7][9]. - The end of the $800 exemption marks a shift away from a low-price-driven growth model, favoring businesses with resilient supply chains and strong product development capabilities [9].