行业洗牌！美国暂停全球小额包裹免税，跨境卖家该如何破局？

Core Viewpoint - The end of the de minimis exemption for low-value packages in the U.S. signifies a tightening of tax regulations on cross-border low-priced goods, potentially leading to a new wave of disruptions in global trade [1][3]. Group 1: Policy Changes - Starting from August 29, 2025, all low-value packages (valued at or below $800) sent to the U.S. will be subject to applicable tariffs, eliminating the previous exemption [3]. - Packages sent via international postal networks will be taxed based on either ad valorem or specific duties, with two methods of taxation outlined: one for international courier services and another for U.S. Postal Service shipments [3][4]. - The new tax structure includes specific duties based on the country of origin's effective IEEPA tariff rates, with set amounts of $80, $160, or $200 depending on the tariff rate [3][4]. Group 2: Impact on Cross-Border Sellers - The new policy effectively closes off previous loopholes that allowed sellers to bypass tariffs through third-country transshipment and other gray market strategies [5]. - Sellers will now face mandatory customs declarations and payment of applicable tariffs regardless of the shipping method used [5][10]. - Recent positive developments in U.S.-China trade relations, such as the extension of the suspension period for certain tariffs, may provide some relief, but the overall impact of the new policy remains significant [5][10]. Group 3: Strategic Recommendations for Sellers - Sellers are advised to adjust their product mix and pricing strategies, focusing on higher-value items to mitigate the impact of tariffs [7][8]. - Optimizing supply chains and enhancing product value are crucial, including reevaluating production locations and logistics [9][10]. - Establishing localized operations and overseas warehouses in the U.S. can help reduce tariff costs and improve inventory management [10][12]. - Diversifying market presence beyond the U.S. to regions like Europe and Southeast Asia can help spread risk and reduce dependency on a single market [10][11]. - Companies should leverage local resources and marketing strategies to enhance brand presence and potentially benefit from local tax incentives [12].