2025年4月25日，英国财政部发布重要消息，将对低价值商品进口税收制度进行审查，重新评估价值135英镑以下进口商品的免税政策。此举旨在解决 Temu等国际电商平台与本土零售商之间的不公平竞争问题。英国《卫报》称，此次政策审查的启动，源于本土零售业长期以来的施压。当前，亚马逊、 eBay及阿里巴巴旗下全球速卖通，希音等跨境电商平台上，大量标价低于135英镑的商品正通过现行免税政策进入英国市场。据统计，2023年英国通过免 税渠道进口的商品总价值达545亿美元，其中约70%的商品源自中国跨境电商平台。这种局面导致英国本土零售商面临高达20%的价格竞争劣势，并直接 造成2024年英国税收损失约48亿英镑。税制漏洞与跨境贸易格局的失衡，已成为英国零售行业结构性矛盾的核心议题。 法国周二表示，从明年开始，应 对进入欧盟的低价值电子商务包裹收取费用，法国寻求对 Shein 和 Temu 等向欧洲消费者免税运送廉价商品的电商平台进行更严格的控制。 欧盟计划取消对价值低于 150 欧元（171 美元）的网上订购包裹的免税待遇，但要到 2028 年才会实施，因此法国提出的收费提案只是一项临时措施，旨 在为更严格的海关检查提供 ...

In this articleAMZNAmazon CEO Andy Jassy speaks during an Amazon Devices launch event in New York City, Feb. 26, 2025.Brendan McDermid | ReutersAmazon is slated to announce its first-quarter earnings after the market close on Thursday.Here's what analysts are looking for:Earnings per share: $1.36 expected, according to LSEGRevenue: $155.04 billion expected, according to LSEGWall Street is also looking at other key revenue numbers:Amazon Web Services: $29.42 billion expected, according to StreetAccountAdvert ...

特朗普"生气了" 相关风波源于Punchbowl News 29日早间发布的一则报道。报道称，亚马逊即将"在商品总价旁边 显示每件商品的成本中有多少来自关税"，此举可能直接向美国消费者展示特朗普的关税政策如何 影响商品成本。目前，特朗普已对来自中国的进口商品征收145%的关税，并对所有其他国家征收 10%的最低关税。 美国有线电视新闻网（CNN）报道称，一位高级官员致电总统并告知了此事。"他（特朗普）当然 生气了。"一位不愿透露姓名的官员告诉CNN，"一家价值数十亿美元的公司为什么要把成本转嫁 给消费者？" 同日，在与财政部长贝森特举行的联合新闻发布会上，白宫发言人莱维特表示，她"刚刚与特朗普 通完电话"，讨论了亚马逊的计划，并对该公司提出了批评。"拜登政府将通胀率推高至40年来最 高水平时，亚马逊为什么不这样做呢？"在莱维特发表上述言论后，亚马逊的股价随即下跌。 资料图。本文来源：澎湃新闻 南博一 亚马逊拟为商品标注"关税成本" ，特朗普致电贝索斯 讨说法 据新华社报道，美国媒体29日曝出美国电商巨头亚马逊公司计划在商品价格中标注"关税成本"， 白宫立即做出强烈反应，称这一做法是"敌对行为"，总统特朗普则怒 ...

" 物流老板们纷纷开始破防，表面冷静，但私下集体焦虑且观望 着。 " 作者丨姚单 编辑丨刘伟 "公司美线集装箱货量直线下滑60%~70%。深圳仓日均能收个1000多方，而昨天（4月16日）只收了 200多方。" "很多公司直接停了业务，而我们公司美线跨境小包货量实现了100%的同比增长，还是有点夸张。" 这一对话背后，是海运物流企业与直发物流企业在中美关税影响下，遭遇了冰火两重天的境遇。 自今年2月1日起，美国对华关税政策持续上演。进入4月份，关税税率提升至34%、125%、145%…… 亦或是，特朗普宣布将于5月2日针对中国取消800美元小额包裹免税政策，正在一步步击穿全行业的最后 一道心理防线。 原本，跨境物流巨头们分别有三种心态：一是对美国加税一事抱有幻想；二是想趁机发美国财；三是沉稳 观望。随着关税愈演愈烈，各位物流老板纷纷开始破防，表面冷静，但私下集体焦虑且观望着。 "近期2个月，特别是在4月中下旬， 空运大货出货量激增。" 一名跨境物流从业者表示，大家之前集体观望了很久，然而所期盼的中美关系并没有如期改善，反而越加 严峻，这使得大家陷入了恐慌。"你不调价，那你就得亏本卖；而你调价后，可能又没人买。 ...

Core Viewpoint - The implementation of high tariffs on Chinese goods by the U.S. government is causing significant economic strain on American consumers, particularly low- and middle-income households, leading to increased living costs and potential disruption of their consumption patterns [1][5][7]. Group 1: Tariff Policy Impact - The new tariff policy, effective from May 2, imposes a choice between a 120% ad valorem tax or a per-item tax of $100 on goods priced under $800 from mainland China and Hong Kong, with the per-item tax increasing to $200 from June 1 [5][9]. - This policy change will significantly increase the cost of goods for consumers, exemplified by a $40 sweatshirt that could end up costing $88 after tariffs are applied [5][7]. Group 2: Consumer Behavior and Economic Structure - The tariff changes threaten to undermine the consumption model that has allowed low-income Americans to access affordable goods, thereby reducing their purchasing power and increasing their financial burden [7][11]. - The disruption of the cross-border e-commerce model, which has provided low-cost goods to American consumers, is expected to lead to a structural change in the consumption ecosystem, potentially stifling overall consumer spending [7][9]. Group 3: Broader Economic Consequences - Rising costs from tariffs are likely to exacerbate inflationary pressures in the U.S., which could force the Federal Reserve to maintain high interest rates, further complicating the economic landscape [9][11]. - The combination of shrinking consumer spending and rising inflation could lead to reduced business investment and increased volatility in asset prices, raising the risk of a financial crisis [11][13].

Core Viewpoint - TikTok is accelerating its global expansion, particularly in the e-commerce sector, to mitigate regulatory risks in the U.S. and to drive revenue growth for its parent company, ByteDance [1][2][4]. Group 1: Expansion Plans - TikTok plans to enter the Japanese e-commerce market by June 2024, currently recruiting select merchants for its TikTok Shop [1]. - The company has already launched TikTok Shop in key European markets including Germany, France, and Italy, indicating a strategic focus on Europe as a primary battleground for e-commerce [2]. - TikTok aims to double its e-commerce transaction target to approximately $80 billion by 2025, with a significant focus on the U.S. market, which is expected to contribute around $9 billion in transactions in 2024 [4]. Group 2: Financial Projections - ByteDance is projected to achieve $155 billion in revenue in 2024, with a 29% year-over-year growth, largely driven by TikTok's performance [4]. - By 2025, international business revenue from TikTok is expected to reach $39 billion, accounting for 25% of ByteDance's total revenue, with a growth rate of 63% [4]. - TikTok's overall platform transaction volume is estimated to be around $40 billion in 2024, with the U.S. being the largest contributor [4]. Group 3: Market Context - Japan's e-commerce market is projected to reach $169 billion in 2024, ranking third globally, while the European e-commerce market is expected to grow at a compound annual growth rate of 8% from 2024 to 2029, reaching $951 billion by 2029 [5]. - Competitors like Shein and Temu have already established a presence in Japan, intensifying the competitive landscape for TikTok [1].

Core Viewpoint - Despite exceeding market expectations in Q1, Snap has withdrawn its Q2 revenue guidance due to economic fluctuations caused by tariff policies impacting advertising demand [1][3]. Group 1: Q1 Performance - Snap reported Q1 revenue of $1.36 billion, slightly above the analyst average expectation of $1.35 billion [5]. - The total number of advertising clients increased by 60% year-over-year, with direct response ads accounting for 75% of Snap's advertising revenue, marking a historical high [5]. - The net loss for Q1 was $140 million, which is more than a 50% reduction compared to the same period last year [5]. - Snap's subscription product, Snapchat+, has reached 15 million paid users, a 59% year-over-year increase, while monthly active users have reached 900 million, moving closer to the target of 1 billion [5]. Group 2: Q2 Outlook and Economic Impact - Snap has declined to provide a revenue forecast for Q2, citing macroeconomic "headwinds" affecting its advertising business [1][3]. - The CFO, Derek Andersen, indicated that some advertisers are reducing spending due to changes in the tariff exemption rules for small packages under $800, which are impacting advertising demand [3]. - The modification of the tariff rules is expected to affect not only Snap but also other major companies like Google and Meta Platforms, which are likely to confirm similar impacts on their advertising businesses [4]. Group 3: Cost Management and Future Plans - In addition to withdrawing the Q2 revenue guidance, Snap has lowered its full-year adjusted operating expense target by $50 million, from a range of $2.65 billion to $2.7 billion [5]. - Andersen mentioned that this adjustment may influence the company's hiring plans for the remainder of the year, as approximately two-thirds of the annual adjusted operating expenses are related to personnel costs [5].

0:00 针对美国滥施关税，有不少美国专家认为这会对供应链带来冲击。更有美国物流业从业者表示，进口减少会对货运量以及物流岗位带来巨大影响。 美国消费者与商业新闻频道主持人 吉姆·克拉默：这些关税是政府强加的，会冲击供应链。 彭博新闻社财经专家布伦丹·默里认为，无论是沃尔玛、塔吉特这样的大型零售商还是小型公司，都难以承受145%的进口关税，这会直接导致订单量的锐减 甚至消失。 彭博新闻社财经专家 布伦丹·默里：沃尔玛、塔吉特这样的大型零售商，以及其他小型公司，都认为承担不起从中国进口商品加征的145%关税，这比他们可 以承担的两倍还要多。我们可以预见，几周之后，如果订单没了，美国的港口货物量将减少，美国的商品库存也会减少。（美国商贸）体系没法应对货物量 的大幅降低。 此外，有美国物流业从业者表示，进口活动的停止不仅会使货运业遭遇重创，对就业岗位也会带来巨大冲击。 美国"货运浪潮"公司首席执行官 克雷格·富勒：（关税）会带来非常非常严重的后果，很快会对美国国内经济带来冲击。在两到四周内，我们的货运业会遭 受重创，或许总的货运量会下降6%，因为我们进口活动停止了。美国全国范围内，有900万人从事物流业，所有这些岗位 ...

Company Actions - United Parcel Service (UPS) announced it will cut approximately 20,000 jobs, representing about 4% of its workforce, and close 73 facilities to reduce costs amid economic uncertainty and a potential decrease in business from its largest customer, Amazon [1][5] - UPS previously reached an agreement with Amazon to reduce shipping volume by 50% by the second half of 2026, with Amazon accounting for 11.8% of UPS' overall revenue in 2024 [5] Economic Context - A slowdown in global trade is expected to decrease the demand for shipping services, which could negatively impact parcel delivery companies [2] - UPS CEO Carol Tome highlighted that the current trade environment presents unprecedented challenges not seen in over a century [2] Financial Implications - UPS anticipates expenses between $400 million and $600 million related to separation benefits and lease-related cuts in 2025 following previous workforce reductions [6] - The company is also facing a decline in volume from e-commerce sellers linked to China, such as Temu and Shein, due to new tariffs on previously duty-free goods [9] Strategic Initiatives - To assist customers with tariff and trade policy changes, UPS launched a website providing updates and expert connections [9] - UPS introduced a new Global Checkout service that displays customs fees and duties on international purchases at checkout [10]

Core Viewpoint - The White House has accused Amazon of a "hostile and political act" for planning to inform customers about the costs of Donald Trump's tariffs on products during their shopping experience [1]. Group 1: Amazon's Actions and Responses - Amazon is reportedly planning to display how much tariffs have increased the prices of individual products, separating this figure from the total listed price [2]. - The company has been pressuring its third-party sellers to absorb the extra import costs due to tariffs rather than passing them on to customers [3]. - Amazon's online marketplace has experienced price increases since the implementation of tariffs, particularly affecting products shipped from China [3]. Group 2: Political Context and Reactions - The White House's criticism of Amazon comes in the context of rising inflation, with the press secretary questioning why Amazon did not take similar actions when inflation reached a 40-year high under the Biden administration [2]. - The statement from the White House suggests a broader impact of Trump's trade policies on online shopping, as seen with other retailers like Temu and Shein displaying significant "import charges" [4]. - The press secretary declined to comment on the relationship between Trump and Amazon's founder Jeff Bezos, indicating potential political tensions [5].