800 美元以下包裹免税，取消！

Core Insights - The U.S. has officially eliminated the tax exemption for imported packages valued at $800 or less, requiring full customs duties to be paid, which significantly impacts the cross-border e-commerce industry [2][3] - The new regulation disrupts the long-standing "small package tax exemption" that many cross-border e-commerce sellers relied on, leading to increased transaction costs and logistical challenges [3][4] Impact on Cross-Border E-Commerce - The average customs duty rate for previously exempt low-value packages is expected to rise from 0% to a range of 25%-30%, increasing costs for sellers [3] - 25 countries have suspended postal package shipments to the U.S., leading to a significant reduction in logistics channels available to sellers [3] - Sellers are now reliant on commercial logistics providers like UPS and FedEx, which charge 30%-50% higher shipping fees compared to postal services, exacerbating cost pressures [3] Seller Challenges - The elimination of the tax exemption has led to price increases among major platforms, with Amazon reporting a 29% average price increase across various categories since April 9 [5] - Price sensitivity among U.S. consumers has resulted in a decline in sales for some sellers, with reports indicating drops of over 20% for certain sellers [5] - Small and medium-sized sellers, who constitute about 30% of the U.S. cross-border e-commerce market, face significant challenges due to limited financial reserves and weaker supply chain negotiation power [5][6] Shift to Overseas Warehousing - The industry is rapidly shifting from a "direct shipping model" to an "overseas warehousing model" due to increased costs and delays associated with direct shipping [7][8] - Establishing an overseas warehouse requires an investment of $100,000 to $500,000, along with the need for accurate market demand forecasting to avoid inventory issues [8] - Companies like Temu and SHEIN are adapting by increasing their overseas warehouse inventory from 20% to 45%, which allows for faster delivery and avoidance of direct shipping duties [5][8] Long-Term Industry Transformation - The policy change is expected to drive the cross-border e-commerce industry towards compliance, branding, and localization, moving away from low-price competition [8] - Sellers with established overseas warehouses, multi-market operations, and product differentiation are likely to emerge stronger in the ongoing industry consolidation [8] - Various countries are exploring solutions to mitigate the impact, such as the EU negotiating simplified customs processes with the U.S. and Southeast Asian platforms like Lazada offering subsidies to reduce logistics costs for sellers [8]