Core Insights - The Brazilian government will impose a 20% tax on imported small packages valued under $50 starting August 2024, leading to a significant decrease in import volumes for major e-commerce platforms [1] Tax Revenue Impact - Monthly import value for e-commerce platforms dropped by $122 million, a 43% decline, with current import levels at only 50% of the previously predicted growth trajectory [1] - Federal tax revenue from import duties increased by 265 million Brazilian Reais per month, accounting for 0.08% of total tax revenue [1] - However, the reduction in import package volumes resulted in a monthly loss of 258 million Brazilian Reais in state tax revenue (17%-20% of goods circulation tax), leading to a net increase in national tax revenue of only 7 million Brazilian Reais [1] Employment Effects - The implementation of the "shirt tax" resulted in a mere 0.97% increase in retail and industrial employment over 12 months, which is below the national average increase of 3.04% [1] - The proportion of consumers abandoning cross-border e-commerce shopping due to the import tax rose from 13% in May 2024 to 38% currently, indicating a significant shift in consumer behavior [1]

50%进口税实施在即，美国进口铜依赖却难撼动！特朗普的'如意算盘'为何打不响？ 相关链接 期货热点追踪 ...