“免税终结”引爆需求：美国800美元红线取消，海外仓成最大流量收割机

Core Viewpoint - The cancellation of the $800 small package exemption policy by the U.S. is a significant disruption for cross-border e-commerce platforms and sellers, leading to a potential reshaping of the industry landscape [1][5]. Group 1: Impact on Cross-Border E-Commerce Platforms - Major players like TEMU and SHEIN have relied on the "small exemption + direct mail" model, which provided a competitive edge in the U.S. market [3]. - Following the policy change on May 2, TEMU has ceased direct shipments from China to U.S. consumers and is shifting to a "local to local" model, utilizing local sellers for U.S. market operations [3][4]. - The cancellation of the exemption policy is a heavy blow to small package direct mail models, but it presents a favorable opportunity for overseas warehouse services [4]. Group 2: Advantages of the Warehouse Model - The warehouse model involves bulk shipping goods to overseas warehouses, allowing sellers to avoid high direct mail tariffs and complex customs processes, thus reducing costs [4]. - This model enhances customer experience by shortening delivery times, as goods are shipped from local warehouses upon order [4]. - The industry consensus prior to the policy change indicated that the removal of the small package exemption would lead to a surge in overseas warehouse demand, which is now being validated by TEMU's strategic shift [4]. Group 3: Future Industry Trends - TEMU's changes are likely to influence other major platforms like SHEIN and TK to adopt similar strategies, potentially increasing the demand for overseas warehouses [4]. - The growing need for overseas warehouses will elevate their market position and drive significant growth in the industry [4][5]. - The current market dynamics present a critical opportunity for overseas warehouse companies to enhance service quality and operational efficiency, contributing to the overall transformation of the cross-border e-commerce sector [5].