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Core Viewpoint - The cross-border e-commerce industry is facing significant regulatory changes that threaten the profitability of small and medium-sized sellers, as compliance requirements increase globally, particularly with the U.S. leading the charge in 2025 [1][3]. Group 1: Regulatory Changes - The U.S. has suspended its tax exemption policy for small packages, eliminating the $800 tax-free threshold, which means sellers must now pay up to 120% in tariffs or a fixed fee of $100 per item [3][4]. - The European Union will implement a new VAT policy starting December 2025, which will impose VAT on all goods entering from abroad, further increasing costs for sellers [4][6]. - Other regions, including the UK and Japan, are also adjusting their tax exemption rules, raising compliance barriers for global trade [6]. Group 2: Impact on Sellers - Many sellers report that their profit margins have been severely impacted, with some stating they now incur losses due to increased tax burdens [4][6]. - The introduction of comprehensive tax reporting requirements has closed loopholes that previously allowed sellers to operate with minimal oversight, leading to a significant drop in net profits for 31% of sellers, with some facing VAT burdens as high as 8%-10% [6]. Group 3: Adaptation Strategies - In response to these challenges, the overseas warehouse model is gaining popularity, allowing sellers to stock goods in local warehouses to reduce shipping times and avoid tariffs [8][10]. - A semi-managed model is emerging, where sellers handle inventory and quality control while platforms manage operations, logistics, and customer service, thus lowering operational barriers for sellers [10]. - Emerging markets are becoming critical for growth, with platforms in regions like Latin America and Southeast Asia lowering entry barriers to attract Chinese sellers [10][12]. Group 4: Industry Outlook - Despite the challenges, the cross-border e-commerce sector is not in decline; China's cross-border e-commerce imports and exports reached 2.75 trillion yuan in 2025, a 69.7% increase from 2020, indicating a shift towards compliance and sustainable growth [12][14]. - The industry is transitioning from a focus on exploiting regulatory loopholes to creating genuine value, marking the beginning of a high-quality development era in cross-border e-commerce [12][14].