中欧贸易战升级，欧盟加征中国关税，小额包裹成重点目标

Core Points - The EU is moving to eliminate the €150 tax exemption on small packages from China, targeting e-commerce and small businesses [1][3] - The proposal was led by Germany and France during a meeting of EU finance ministers, with a focus on controlling the influx of cheap goods [3][5] - The EU's decision aligns with recent actions by the US, which previously canceled the $800 tax exemption, indicating a broader trend in trade policy [5][10] Impact on Companies - The removal of the €150 exemption will significantly impact small sellers and apps that rely on low-price strategies, potentially leading to business closures or transformations [10][12] - Companies are expected to undergo supply chain adjustments and business model restructuring in response to increased costs [10][14] - The EU's actions appear to be aimed at protecting traditional retail and local industries, which may lead to increased operational challenges for e-commerce businesses [12][14] Market Dynamics - The EU is facing internal disagreements on the specifics of tax rates and implementation timelines, which may create negotiation opportunities for Chinese companies [14] - The overall trade relationship between China and the EU is becoming more complex, with trade tensions evolving from isolated disputes to interconnected conflicts [12][14] - Consumers may experience higher prices and reduced choices for inexpensive goods as a result of these policy changes [14]