扰乱全球电商物流，增加本土消费成本，“小额豁免”暂停前多国停发美国包裹

Core Viewpoint - The suspension of the small package tariff exemption policy by the U.S. government is expected to have significant short-term impacts on American consumers and long-term effects on inflation and the overall economy [1][4]. Group 1: Impact on Global Logistics - Multiple countries, including France, Germany, the UK, and Belgium, have paused sending packages to the U.S. due to unclear customs policies, leading to global logistics disruptions [2][3]. - The U.S. consumers may face delays in receiving packages and could incur tariffs of $80 or more [2]. Group 2: Details of the Policy Change - The U.S. government has expanded the suspension of the small package tariff exemption, which previously applied to China and Hong Kong, to all countries starting August 29 [3][4]. - The exemption threshold was raised from $200 in 1993 to $800 in 2016, but the recent policy change will result in most small packages being subject to tariffs [3]. Group 3: Economic Implications - The number of small package exemptions entering the U.S. has increased dramatically from approximately 139 million in 2015 to over 1.36 billion in 2024, reflecting the rise of e-commerce [4]. - The removal of the exemption is seen as a form of trade protectionism that could increase living costs for consumers and disrupt global supply chains [4].