对扎堆泰国的中国跨境卖家来说，2026年开局就迎来一记"闷棍"。 延续七年的1500泰铢以下进口商品免税福利正式终结，所有进口商品不分价格高低都要缴关税加增值 税。 这场政策急转弯，让靠低价走量吃饭的卖家集体慌神：泰国市场的低价出海路，还能走通吗？ 本土企业"喊冤"倒逼政策加码？ 泰国这次的税收新政，绝非临时起意，而是一套层层递进的"组合拳"。 梳理时间线就能看清脉络：2025年7月，泰国先对1500泰铢以下进口商品征收7%的增值税，当时还是临 时措施。 随后政策被延长至2025年底，等到2026年1月1日，直接彻底取消免税门槛，1泰铢及以上的进口商品都 要双重缴税。 不同品类的税率差异不小，服装和鞋类最高能达到30%，箱包配饰约20%，电器类也有10%。 更关键的是，这个政策没有任何遗漏，覆盖所有线上平台、独立站，连快递和邮政渠道都包含在内， Lazada、Shopee这些主流平台全在监管范围内。 泰国之所以下狠手调整，核心原因是本土企业已经"扛不住"了。 | | | 这些年欧美市场关税壁垒越来越高，中国商品加速涌向东南亚，泰国成了重要的承接地。 在Lazada等平台上，中国卖家的跨境GMV占比甚至超过30 ...

Core Viewpoint - The recent policy adjustments in Japan and the UK regarding low-value import exemptions reflect a global trend of tightening regulations in the cross-border e-commerce sector, driven by concerns over unfair competition and tax loopholes [2][3][8]. Group 1: Japan's Policy Changes - Japan's Ministry of Finance is considering imposing consumption tax on low-cost imports valued at 10,000 yen or less, which currently enjoy tax exemptions [2][3]. - The volume of low-cost imports to Japan is projected to reach 169.66 million items, valued at 425.8 billion yen by 2024, marking a fivefold increase over five years [3]. - The proposed changes aim to create a fairer competitive environment for domestic retailers against Chinese e-commerce platforms that leverage existing tax exemptions [3][8]. Group 2: UK's Policy Adjustments - The UK government plans to reassess the tax exemption for imports valued under £135 to address unfair competition between e-commerce platforms and traditional retailers [5][6]. - The current exemption has led to a surge in low-value imports, raising concerns among local retailers about their competitive viability [5][6]. - If the exemption is removed, imported low-cost goods may incur an additional 20% VAT and up to 25% customs duties, potentially increasing overall costs by 20%-30% [6][8]. Group 3: Global Trends in Cross-Border E-commerce - The tightening of low-value import exemptions is part of a broader global trend, with the US, Vietnam, and the EU also revising their tax policies [8]. - The US plans to eliminate the T86 exemption for low-value packages by May 2025, while Vietnam has already abolished its low-value exemption [8]. - The EU intends to remove exemptions for packages valued under €150 by 2028, with France proposing fees for similar packages starting in 2026 [8]. Group 4: Implications for the Industry - The adjustments in tax policies will significantly alter the cost structure for sellers, particularly those relying on low-price strategies, potentially leading to reduced profit margins or losses [8][11]. - Increased compliance requirements will necessitate enhanced tax management, complicating operations and raising costs for sellers [8][11]. - The industry may undergo a reshuffle, favoring companies with strong supply chain capabilities and compliance operations, while those relying solely on low prices may be pushed out of the market [8][11]. Group 5: Future Trends in Cross-Border E-commerce - The industry is expected to see a normalization of tax compliance costs, with mandatory registration and data transparency becoming standard practices [11]. - Brand value is anticipated to replace price competition, as mid-sized and large enterprises leverage technology to build brand loyalty [11]. - The integration of online and offline channels will deepen, with social media platforms driving content-based sales [11].