Core Viewpoint - The end of the de minimis exemption for low-value packages in the U.S. signifies a tightening of tax regulations on cross-border low-priced goods, potentially leading to a new wave of disruptions in global trade [1][3]. Group 1: Policy Changes - Starting from August 29, 2025, all low-value packages (valued at or below $800) sent to the U.S. will be subject to applicable tariffs, eliminating the previous exemption [3]. - Packages sent via international postal networks will be taxed based on either ad valorem or specific duties, with two methods of taxation outlined: one for international courier services and another for U.S. Postal Service shipments [3][4]. - The new tax structure includes specific duties based on the country of origin's effective IEEPA tariff rates, with set amounts of $80, $160, or $200 depending on the tariff rate [3][4]. Group 2: Impact on Cross-Border Sellers - The new policy effectively closes off previous loopholes that allowed sellers to bypass tariffs through third-country transshipment and other gray market strategies [5]. - Sellers will now face mandatory customs declarations and payment of applicable tariffs regardless of the shipping method used [5][10]. - Recent positive developments in U.S.-China trade relations, such as the extension of the suspension period for certain tariffs, may provide some relief, but the overall impact of the new policy remains significant [5][10]. Group 3: Strategic Recommendations for Sellers - Sellers are advised to adjust their product mix and pricing strategies, focusing on higher-value items to mitigate the impact of tariffs [7][8]. - Optimizing supply chains and enhancing product value are crucial, including reevaluating production locations and logistics [9][10]. - Establishing localized operations and overseas warehouses in the U.S. can help reduce tariff costs and improve inventory management [10][12]. - Diversifying market presence beyond the U.S. to regions like Europe and Southeast Asia can help spread risk and reduce dependency on a single market [10][11]. - Companies should leverage local resources and marketing strategies to enhance brand presence and potentially benefit from local tax incentives [12].

一项足以改写全球小包跨境贸易格局的新政即将在美国落地。 当地时间 7 月 30 日，白宫宣布，自 8 月 29 日起全面取消实行多年的"最低限度豁免"政策，正式为 800 美元以下免税进口红利画上句号。 也就是说，未来不论走哪种物流渠道，免税都不再是"默认选项"。不过，美国旅客依旧可以携带价值 200 美元的个人物品回国，个人也可继续免税接收价值不超过 100 美元的礼物。 值得注意的是，这一次的"终止令"，不再仅仅是剑指中国，今年 5 月，特朗普政府早已取消了对来自中 国大陆和香港的包裹暂停了最低限度免税待遇。而此次新政是全球范围适用，彻底堵死了此前部分卖家 依赖的第三国转运、海外贴标、渠道规避等"灰色操作空间"。曾经，有一部分商家通过东南亚中转、墨 西哥海外仓、加拿大清关再入美等方式，绕开关税壁垒，如今新政一出，这些路径将不再被视作"缓冲 带"，将对他们构成沉重打击。 过去十年，美国最低限度免税政策助推了全球跨境电商的迅猛发展。根据美国海关与边境保护局 （CBP）数据显示，进入美国的年处理"最低限额货物"数量已从 2015 年的 1.34 亿批次暴增至 2024 年 的 13.6 亿批次，激增 600% ...