Core Viewpoint - The recent implementation of the "small package tariff policy" by the Trump administration has sparked significant international backlash, leading to a coordinated "mail halt" action against the U.S. by over 20 countries, including India, Italy, and France [1][3][9] Group 1: Policy Changes and Impacts - The Trump administration canceled the tax exemption for small packages valued under $800, requiring a 15% tariff on all small packages, which has disrupted the global e-commerce logistics channel [3][4] - The U.S. Customs and Border Protection, with fewer than 1,000 personnel, is overwhelmed by over 4 million packages processed daily, leading to operational chaos [3][4] - The expected tax revenue from the new policy was around $300 million, but due to a sharp decline in package volume, the actual revenue was only $100 million, revealing a lack of practical consideration in policy-making [3][4] Group 2: International Reactions and Strategic Implications - India's suspension of package shipments to the U.S. is a strategic move that impacts American small businesses and low-income families, exacerbating shopping shortages in poorer regions [4][6] - This action positions India as a leader among developing nations, enhancing its voice in emerging economies and demonstrating its strategic autonomy against U.S. trade policies [6][9] - The halt in shipments inadvertently provides China with a strategic breathing space to adjust its supply chains and logistics in response to the new U.S. policy [6][9] Group 3: Future Outlook and Diplomatic Dynamics - If the Trump administration does not adjust its tariff policy, other countries may eventually resume package shipments, but continued fluctuations in policy could prolong the "mail halt" [7] - The economic retaliation from India marks a shift in how emerging economies engage with U.S. trade rules, indicating a growing resistance to American hegemony in global trade [9]
印度打响第一枪,20多国集体反美,中国意外获利,特朗普突然换将
Sou Hu Cai Jing·2025-08-26 05:20