就在本月17号，第四次中德高级别财金对话将在北京举行，中方牵头人何立峰将与德方牵头人克林拜尔共同主持对话。然而就在对话开始之前，身为德国副 总理兼财政部长的克林拜尔主动对中国发难。据美媒彭博社发布的消息，在11月13号召开的欧盟财长会议上，法国和德国推动了一项加快对价值低于150欧 元的进口包裹征税决议。 欧盟委员会负责经贸事务的委员谢夫乔维奇表示，此举将释放一个强烈信号，即欧洲将认真对待"公平竞争"，并致力于维护企业利益。身为决议推动者之一 的克林拜尔则更加嚣张，竟大言不惭称"不要中国垃圾"，并叫嚣"需要尽快保护我们自己的市场"。根据目前公开的信息显示，欧盟决心最早在2026年结束对 价值150欧元以下的小包裹免税政策，欧盟27国也将在今年12月再次召开会议，就固定海关费用等细节问题举行磋商。表面上看，欧盟的这项新决议字字不 提"中国"，但实际上是处处指向"中国"。根据英媒《金融时报》披露的数据显示，欧盟新规所能影响到的小包裹中，绝大多数都来自于中国。 这源于中国电商平台近些年在欧洲市场的强势崛起。光是在2024年，就有46亿件小包裹进入欧盟，这里面高达91%的包裹都是从中国发出。可以说，欧盟这 次对中国电 ...

Core Viewpoint - Temu, a Chinese e-commerce platform, is expanding its local shipping services to reduce reliance on cross-border delivery, aiming to adapt to increasing tariffs and protectionist measures globally [1][5][6] Group 1: Expansion and Market Position - Temu has entered approximately 90 countries since its launch in the U.S. in September 2022, with a significant increase in monthly users, surpassing Amazon in December 2024 [1][3] - The "Local-to-Local" service, initiated in March 2024, allows local sellers to offer products from domestic warehouses, covering 16 countries including the U.S., U.K., France, Italy, and Mexico [2][3] - Local products account for over 20% of Temu's gross merchandise volume (GMV) in the U.S., indicating a shift from primarily low-cost Chinese goods to a broader product range [2][3] Group 2: Financial Performance and Challenges - In 2024, Temu's GMV in the U.S. reached $23.2 billion, which is only about 5% of Amazon's GMV, highlighting the challenges in achieving profitability [3] - Pinduoduo, Temu's parent company, reported a 61% year-on-year increase in net profit to 24.9 billion yuan in Q3 2024, but Temu is still considered to be operating at a loss [3][4] Group 3: Competitive Landscape and Regulatory Environment - The competitive landscape is intensifying, with Amazon launching a section for products priced under $20 to counter Temu's low-cost strategy [5] - Regulatory challenges are emerging, including potential tariffs on low-value imports from China and proposed taxes on imports below €150 in the EU, which could impact Temu's pricing strategy [5][6]