突发！特朗普签了：5月2日起，彻底取消800美元“小额豁免”！跨境电商如何应对？

Core Viewpoint - The cancellation of the $800 small package tax exemption policy by the U.S. poses a significant challenge to the cross-border e-commerce industry in China, particularly for sellers relying on small package direct mail models, necessitating a transformation of their business strategies [2][11]. Group 1: Policy Changes - The U.S. has officially canceled the $800 small package tax exemption policy, which will take effect on May 2, leading to increased costs for cross-border e-commerce sellers [2][7]. - From May 2, packages valued under $800 sent from mainland China and Hong Kong will incur a 30% tax or a flat fee of $25 per item, increasing to $50 per item after June 1, 2025 [7][8]. - The T86 customs clearance model, which simplified the process for packages under $800, will be replaced, complicating logistics for e-commerce businesses [15][20]. Group 2: Industry Impact - The cancellation of the exemption is expected to diminish the competitive pricing advantage of Chinese cross-border e-commerce products in the U.S. market, affecting sales and profitability [11][12]. - The number of small packages exempt from tax surged from 139 million in 2015 to 1.36 billion in 2023, indicating the significant reliance of the market on this policy [5]. - Industry experts predict that many sellers will have to raise prices to offset the increased costs, potentially leading to a decrease in order volumes [10][15]. Group 3: Industry Response - Cross-border e-commerce sellers are exploring various strategies to mitigate the impact of the new tax policy, including localizing operations by registering companies in the U.S. [16]. - Diversifying sales channels and enhancing product value are recommended strategies to cope with rising costs and maintain competitiveness [17][19]. - The trend towards using overseas warehouses is gaining traction, although it poses financial challenges for smaller sellers due to the need for upfront inventory investment [20].