【财经观察】日本拟修改小包裹关税影响几何？

Core Viewpoint - The Japanese government plans to adjust tax rules for cross-border e-commerce platforms, specifically imposing consumption tax on imported goods priced below 10,000 yen, which were previously exempt. This change is seen as a response to competitive pressure from foreign e-commerce platforms, particularly from China and the U.S. [1][4] Group 1: Tax Policy Changes - The new tax rules will affect cross-border e-commerce platforms like Temu and Shein, potentially increasing consumer prices by approximately 10% [2][3]. - The Japanese government aims to eliminate the consumption tax exemption for goods valued at 10,000 yen or less, with platforms generating over 5 billion yen in sales required to collect taxes on behalf of sellers [3][4]. - The reform is expected to be included in the tax reform plan for the fiscal year 2026, indicating a significant shift in Japan's approach to cross-border e-commerce taxation [3][5]. Group 2: Market Impact - In 2024, the number of small imported goods under 10,000 yen is projected to reach about 170 million, with 77% of these goods originating from China [2][4]. - The increase in cross-border e-commerce has put substantial pressure on Japan's domestic retail sector, prompting the government to reconsider tax policies [4][5]. - The shift in tax policy may lead to a loss of price-sensitive customers for platforms relying on the "small package direct mail" model, necessitating a strategic pivot towards overseas warehouse setups and brand premium strategies [5][7]. Group 3: Global Trends - The cancellation of tax exemptions for small packages is not unique to Japan; similar measures are being adopted in the U.S. and Europe, indicating a global trend towards tightening regulations on cross-border e-commerce [6][7]. - The end of the "tax-free era" for small packages signifies a new phase in the development of the cross-border e-commerce industry, where companies must adapt quickly to maintain competitiveness [8].