财经观察：美“小额包裹免税”取消，商家民众影响几何？

Core Points - The cancellation of the small package tax exemption policy by the U.S. government has led to unexpected tariff bills for American consumers, causing widespread dissatisfaction [1][2][3] - The policy change primarily targets Chinese cross-border e-commerce, but its repercussions are felt across the U.S. economy due to deep economic interdependence [1][4] Consumer Impact - Many American consumers are receiving unexpected tariff bills after online purchases, leading to confusion and frustration [2][3] - A specific case highlighted a consumer receiving a $42.35 bill for a $77 shirt, which was unexpectedly subject to tariffs due to the new policy [2] - The National Bureau of Economic Research estimates that the termination of the small package exemption could result in an additional annual expenditure of at least $10.9 billion for U.S. consumers, equating to $136 per household [9] Business Impact - The new tariff policy has created significant challenges for businesses, forcing them to decide whether to absorb the costs or pass them on to consumers, which could deter potential sales [4][8] - Many foreign merchants have suspended shipments to the U.S., resulting in an 80% decrease in mail flow into the country [4] - U.S. small businesses, particularly those relying on platforms like Etsy and eBay, are expressing concerns about the financial burden imposed by the policy change [8][9] Cross-Border E-commerce Adjustments - Chinese cross-border e-commerce businesses are adapting by shifting from direct shipping to the U.S. to using overseas warehouses, thereby mitigating the impact of the new tariffs [10][12] - The transition to overseas warehouse models allows for quicker delivery to U.S. consumers while avoiding the complications of the small package exemption policy [10][11] - Companies are increasingly focusing on enhancing product value to withstand tariff impacts, indicating a shift away from low-cost competition [11][12]