紧急暂停！多国邮政官宣了

Core Viewpoint - Multiple countries have suspended parcel shipments to the United States due to new U.S. customs policies, which are set to take effect on August 29, impacting international postal services significantly [1][11]. Group 1: Countries Affected - France's postal service announced a suspension of parcel shipments to the U.S. starting August 25, with exceptions for private gifts valued under 100 euros [1]. - Nearly 20 countries, including Germany, Spain, Sweden, Norway, South Korea, and Japan, have also announced similar suspensions [1]. - In Asia, South Korea's postal service will stop accepting air parcels and some express services to the U.S., while Singapore Post will restrict shipments starting August 25, 2025 [3]. Group 2: Impact on Postal Services - The UK Royal Mail plans to suspend shipments to the U.S. for one to two days to transition to a new system for collecting new tariffs [4]. - Germany's postal service has announced a halt to shipments to the U.S. [5]. - Czech and Austrian postal services have also suspended parcel deliveries to the U.S. [6][7]. Group 3: Uncertainty in Policy Implementation - The specifics of the new tariff and data reporting requirements remain unclear, leading to confusion among international carriers [11]. - DHL has joined the suspension of shipments due to unresolved key procedures regarding tariff collection and data submission [12]. - The U.S. Customs and Border Protection has outlined new tariff calculations, including a 15% tariff on packages from the EU and fixed fees ranging from $80 to $200 for international postal shipments [14]. Group 4: Market Reactions - Following the announcement of the new policies, DHL's stock price fell by over 2.4% [12]. - Conversely, shares of UPS and FedEx saw increases of 3.1% and 5.11%, respectively, as they are certified to collect and remit tariffs on behalf of international postal carriers [14][16].