Core Viewpoint - The article discusses the recent changes in the cross-border e-commerce landscape, particularly focusing on the impact of the T86 policy cancellation on different business models and the subsequent adjustments made by sellers in response to market dynamics [1][5][11]. Group 1: Impact of T86 Policy Cancellation - The cancellation of the T86 policy, which previously allowed for higher tax-free limits on low-value packages, has significantly affected platforms like Temu and Shein that relied on a full-service model [5][6]. - Sellers have shifted from a full-service model to a semi-service model, managing logistics and inventory themselves, which has led to a change in operational dynamics within the industry [3][5]. Group 2: Seller Adjustments and Market Dynamics - Sellers like Zhang Sheng have adapted by increasing inventory in overseas warehouses and returning to a more proactive management style, focusing on real-time monitoring and replenishment of popular products [3][5]. - The emergence of a "robust" market for cross-border e-commerce is noted, with sellers diversifying their strategies to reduce reliance on single platforms and exploring new markets, such as Latin America [6][11]. Group 3: Shipping and Logistics Trends - The logistics landscape has seen a significant increase in shipping demand, with inquiries rising by 300% as traditional foreign trade companies and cross-border e-commerce sellers rush to replenish stock [10]. - Despite the surge in shipping volume, sellers have not faced significant issues in securing shipping containers, indicating a resilient logistics network [10]. Group 4: Seller Experiences on Amazon - Amazon FBA sellers have reported a relatively stable shipping experience, with many opting for tax-inclusive shipping channels and preparing inventory well in advance of peak seasons [7][8]. - The overall impact of rising shipping costs has been manageable for sellers of lightweight products, allowing for flexible pricing strategies [7][8]. Group 5: Future Outlook - There is optimism regarding the recovery of shipping capacity, with expectations that normal operations will resume as the market stabilizes [10][11]. - Cross-border e-commerce companies are encouraged to optimize logistics models and enhance product value to adapt to the evolving market conditions [11].

Core Viewpoint - The cancellation of the $800 de minimis exemption policy by the U.S. has significantly impacted cross-border e-commerce, leading to increased costs and operational challenges for Chinese sellers and platforms, prompting a reevaluation of business models and logistics strategies [2][3][14]. Cost Increase and Efficiency Decline - The $800 de minimis exemption, which simplified customs processes for low-value goods, has been a major driver of cross-border e-commerce growth, particularly benefiting Chinese small sellers [5][6]. - The cancellation of this policy means that all packages valued under $800 will now incur a duty of 120% of their value or a flat fee of $100, leading to a substantial increase in costs for sellers who previously enjoyed zero tariffs [7][9]. - The number of low-value packages processed by U.S. Customs has increased dramatically, from 139 million in 2015 to over 1.3 billion in 2024, highlighting the significance of the de minimis policy for cross-border trade [6]. Industry Restructuring - The policy change is expected to accelerate market consolidation, favoring larger sellers with robust supply chains who can absorb the new costs, while smaller sellers face greater survival pressures [13][14]. - Many sellers have already paused shipments to the U.S. or are considering exiting the market due to the increased logistics costs and uncertainties [2][9]. Strategic Responses - In response to the new costs, some sellers and platforms have opted to raise prices, with average price increases reported at around 30% for various product categories on platforms like Amazon [9][10]. - The shift towards overseas warehouses is anticipated, as sellers look to mitigate costs and improve delivery times, although this requires significant upfront investment and carries inventory risks [10][11][12]. - The transition to overseas warehouses may become a mainstream strategy, with platforms like Temu and SHEIN already pushing for a "semi-managed" model to enhance inventory management and fulfillment capabilities [10][14]. Long-term Implications - The cancellation of the de minimis exemption is seen as a step towards a more mature and regulated phase of cross-border e-commerce, with a potential shift from price competition to value competition, emphasizing branding and compliance as core competitive advantages [14].

Core Viewpoint - The article discusses the evolving landscape of cross-border e-commerce platforms from China, highlighting the competitive dynamics among major players like Amazon, Temu, and Shein, particularly in the context of pricing strategies and market positioning [3][4][15]. Group 1: Competitive Landscape - The emergence of Amazon's low-price store, Haul, is a direct response to the competitive threat posed by Temu and Shein, which have gained significant traction in the U.S. market [4][15]. - Temu has rapidly become a popular choice among consumers, surpassing Walmart and Target in discussions within Amazon, indicating a shift in market focus [15][20]. - The competitive strategies of these platforms are shifting towards a focus on value and pricing, with Temu and Shein emphasizing cost-effectiveness while Amazon attempts to counteract with its own low-price offerings [13][25]. Group 2: Pricing Strategies and Market Changes - The introduction of the $800 small package exemption policy in the U.S. has significantly impacted the cost structure for cross-border e-commerce, leading to increased operational costs for platforms [11][34]. - As of 2024, Temu's global downloads reached 550 million, showcasing its rapid growth and consumer acceptance [20]. - The competitive environment is evolving, with platforms like AliExpress moving towards higher-priced goods, challenging Amazon's traditional pricing model [32][30]. Group 3: Market Expansion and Adaptation - Temu and Shein are expanding their market presence beyond the U.S., targeting Europe and Japan, while also re-entering Southeast Asia [41][42]. - The shift towards semi-managed models by platforms like Temu and Shein allows for the sale of higher-ticket items, indicating a diversification of product offerings [35][38]. - The article suggests that the future of cross-border e-commerce will focus on brand value and profitability rather than solely on low prices, marking a new phase in the competitive landscape [42].

Shein 正快速学习如何建立好一套规则，让平台商家也赚到钱。 文丨陈晶 如果只通过跨境卖衣服，Shein 的增长潜力无法充分释放：小单快反下，大件重货受限、消费者更多元的 需求没法满足、商家的多样化需求同样需要满足。 2020 年开始，多品类、本地化成了 Shein 的核心战略，Shein 在过去 4 年摸索出了三种平台化模式：代运 营赋能模式，由平台协助定价、营销、履约等环节；自主运营模式，商家自主定价并在海外本土履约，平 台仅协助运营；半托管模式，由平台协助定价，但商家可自主选品上架与海外本土履约。目前，前两种模 式占平台销售额的大部分，接下来，半托管模式将是 Shein 在平台化的重点发力方向。 我们了解到，平台业务在 2024 年底的大促期间，一些重点品类同比去年销售额增幅超 160%，去年下半 年，平台半托管业务在内部受到的关注度和重要性提升，据悉，在 2024 年黑五期间，在服饰、鞋类、家 居、美妆等多个品类中，数千家半托管店铺销售额翻倍。 Shein 也许可以像发展自营品牌一样，慢慢搭建供应商体系，但竞争加剧加快了 Shein 的平台化进程， 2022 年非服饰品类在 Shein 总营收中占比 ...

出海电商是少数仍在快速发展的行业，所有人都按耐不住增长冲动。 编辑丨管艺雯 宋玮 如果说还有什么行业在 2024 年依然蓬勃发展，出海电商无疑是其中之一。看看几大玩家的交易额 增长目标就知道了。 它们分别是 233%、150%、125% 和 40%，对应 Temu、TikTok Shop、阿里海外电商和 Shein。 Temu 最激进，今年定下 600 亿美元交易额目标，是 2023 年 约 180 亿美元年销售额的 3.33 倍。 在风波中艰难前行的 TikTok Shop 去年交易额达到 200 亿美元，遂定下今年 500 亿美元目标。TikTok Shop 指站内交易的电商业务，不包括商家在站内打广告，导流到站外成交的部分。 阿里国际数字商业集团中的零售电商板块则定下 850 亿美元 - 900 亿美元目标。该板块两个主力业务 —— 速卖通、Lazada 去年交易额一共 400 亿美元，前者成立 14 年，后者被阿里收购 6 年，多年来业 绩稳定。 步伐较慢的是 Shein，也因其规模最大、做全品类最晚。2023 年，Shein 完成 450 亿美元销售额，首次 超过 Zara 母公司 Inditex ...