Core Viewpoint - The suspension of the small package tariff exemption policy by the U.S. government is expected to have significant short-term impacts on American consumers and long-term effects on inflation and the overall economy [1][4]. Group 1: Impact on Global Logistics - Multiple countries, including France, Germany, the UK, and Belgium, have paused sending packages to the U.S. due to unclear customs policies, leading to global logistics disruptions [2][3]. - The U.S. consumers may face delays in receiving packages and could incur tariffs of $80 or more [2]. Group 2: Details of the Policy Change - The U.S. government has expanded the suspension of the small package tariff exemption, which previously applied to China and Hong Kong, to all countries starting August 29 [3][4]. - The exemption threshold was raised from $200 in 1993 to $800 in 2016, but the recent policy change will result in most small packages being subject to tariffs [3]. Group 3: Economic Implications - The number of small package exemptions entering the U.S. has increased dramatically from approximately 139 million in 2015 to over 1.36 billion in 2024, reflecting the rise of e-commerce [4]. - The removal of the exemption is seen as a form of trade protectionism that could increase living costs for consumers and disrupt global supply chains [4].

近期，多个国家和组织陆续收紧"小额豁免"政策，引发跨境电商行业震动。据悉，"小额豁免"广泛存在 于世界各国的贸易政策中，是就进口货品设定的价值限额，只要不超过指定的价值或重量则准予免除税 收，免除正式报关手续与申报程序，不同国家的豁免底线不同。 对于我国跨境电商下一步发展，业内人士表示，跨境电商企业需灵活调整市场布局和经营策略，同时也 需要相关政策的及时有效支持，以便促进我国跨境电商行业平稳发展。 （文章来源：经济日报） 但在全球贸易保护主义抬头、部分国家对本土产业保护的形势下，我国跨境电商势必面临挑战，需要作 出及时调整。 政策变动冲击传统跨境模式。赛迪顾问数字转型研究中心分析师王昊月表示，短期看，依赖免税红利的 低价商品利润空间被压缩，部分中小卖家面临生存挑战，依赖薄利多销模式的铺货型商家面临淘汰危 险，行业集中度或将提高，尤其是服装、电子产品等品类受冲击较大。平台企业需重新核算物流和税收 成本，加大海外仓或半托管模式投入，从"小批量直邮"转为"大批量海外仓备货"；长期看，政策变化将 刺激行业加速转型。 政策变动让海外仓的关注度进一步增加。海外仓一直是近些年跨境电商物流发展的重要趋势，以菜鸟为 例，其已在 ...