在Temu的商品交易总额（GMV）中，2024年美国的占比达到50％。但随着小额进口免税政策的取消， Temu缩减了直送商品。记者在4月28日确认有些商品涨价，到5月1日时已处于售罄状态，不再显示。福 建一家宠物用品工厂的跨境电商负责人叹息道："跨境电商最好的时代已经过去了 "…… 中国的网络电商平台Temu和SHEIN一直以来的商业模式是将低价的中国商品销往全球，目前正在面临 调整这一模式的压力。由于美国从5月2日开始取消了对来自中国的小额进口商品的免税政策，这两家企 业在主要市场美国的运营成本将不可避免地上升，因此将增加本地商品的采购比例。 5美元的T恤、8美元的手持风扇……Temu的美国站上陈列着低价服装和日用品。与以往不同的是，放在 显眼位置的所有商品在5月1日加上了表示从美国发货的"Local"标志。 Temu在美国国内采购的商品增多，从中国进口的"直送商品"在减少。截至5月1日，大部分直送商品已 从网站上消失。 由于美国特朗普政府对中国加征关税，Temu从4月下旬开始在从中国直接发送给美国消费者的商品价格 中加上了"进口费用"。这代表关税转嫁到了商品价格上，其中的一个例子是，一双13美元的凉鞋加上 ...

5美元的T恤、8美元的手持风扇……Temu的美国站上陈列着低价服装和日用品。与以往不同 的是，放在显眼位置的所有商品在5月1日加上了表示从美国发货的"Local"标志。 在Temu的商品交易总额（GMV）中，2024年美国的占比达到50％（Reuters） 随着小额进口免税政策的取消，Temu缩减了直送商品。记者在4月28日确认有些商品涨价，到5月1 日时已处于售罄状态，不再显示。福建一家宠物用品工厂的跨境电商负责人叹息道："跨境电商最 好的时代已经过去了 "…… 中国的网络电商平台Temu和SHEIN一直以来的商业模式是将低价的中国商品销往全球，目前 正在面临调整这一模式的压力。由于美国从5月2日开始取消了对来自中国的小额进口商品的 免税政策，这两家企业在主要市场美国的运营成本将不可避免地上升，因此将增加本地商品 的采购比例。 Temu在美国国内采购的商品增多，从中国进口的"直送商品"在减少。截至5月1日，大部分直 送商品已从网站上消失。 由于美国特朗普政府对中国加征关税，Temu从4月下旬开始在从中国直接发送给美国消费者的 商品价格中加上了"进口费用"。这代表关税转嫁到了商品价格上，其中的一个例子是，一双 ...

Core Insights - The expiration of the de minimis rule has significantly impacted Temu's business model in the U.S., forcing the company to adapt to new tariffs and regulations [3][4][6]. Group 1: Business Model Changes - Temu has shifted its website and app to display only products shipped from U.S.-based warehouses, with items shipped directly from China now labeled as out of stock [3]. - The company has confirmed that all U.S. sales are now handled by local sellers and fulfilled domestically to improve service levels [4]. - Temu is actively recruiting U.S. sellers to join its platform, aiming to help local merchants reach more customers and grow their businesses [5]. Group 2: Pricing and Tariffs - The end of the de minimis rule and the introduction of 145% tariffs on China have forced Temu to raise prices and suspend aggressive online advertising [4]. - Customers previously faced import charges between 130% and 150% for items shipped from China, which often exceeded the cost of the items themselves [5]. - Temu now advertises that local products have "no import charges" and "no extra charges upon delivery" [6]. Group 3: Industry Context - Other companies, such as Shein, have also raised prices in response to the end of the de minimis rule, indicating a broader trend in the industry [7]. - Amazon considered showing tariff-related costs on its Haul products but scrapped those plans following discussions with the White House [8]. - The Biden administration had previously looked to curtail the de minimis provision, reflecting ongoing trade tensions and regulatory scrutiny [9].

Core Insights - US tariff changes have led to significant price increases for products from Chinese e-commerce platforms Temu and Shein, with some items seeing price hikes of up to 377% [1][4][5] - Temu is shifting its business model by no longer shipping products from China to the US, opting for local fulfillment to maintain pricing stability [2] - Shein has implemented notable price adjustments across various categories, with beauty and health products increasing by an average of 51%, home and kitchen goods by 30%, and women's clothing by 8% [4] Company Actions - Temu has announced that all sales to US customers will be managed by locally based sellers, aiming to keep prices unchanged during the transition to a local fulfillment model [2] - The company is actively recruiting US sellers to join its platform to facilitate this new model [2] Industry Trends - The elimination of the "de minimis" exemption and the imposition of higher tariffs have disrupted the business models of fast-fashion retailers, resulting in increased costs for US consumers [5] - The price adjustments reflect a broader trend of rising costs on imported goods faced by US shoppers [5]

Group 1 - Temu has significantly increased prices for products shipped directly from China to U.S. consumers, with some items seeing price hikes of over 100% due to new import fees [1][5] - For example, a women's sandal priced at $13.2 incurs an additional $18.3 in import fees, raising the total cost to $32.5, which is approximately 2.5 times the original price [1][5] - The price increase is a response to the U.S. government's cancellation of the de minimis rule, which previously allowed small packages under $800 to be imported tax-free [5][6] Group 2 - Similar to Temu, the clothing e-commerce platform SHEIN has also implemented price increases in the U.S. market due to the same regulatory changes [5][6] - Both companies had previously relied on the low-value exemption to keep prices competitive, but the removal of this exemption necessitates a shift in their business models [6] - Temu is adapting by increasing the availability of products that can be shipped from U.S. warehouses, although these items are still primarily manufactured in China [6] Group 3 - Amazon sellers are also raising prices on Chinese products, with some indicating a need to increase prices by 50% due to new tariffs [7] - It is estimated that up to 70% of products sold on Amazon are manufactured in China, and the upcoming Prime Day event may be affected by these price increases [7] - Some sellers are opting out of participating in Prime Day or reducing their advertising expenditures in response to the changing cost structure [7]

发货的部分商品进行了涨价（Reuters） Temu在美国对从中国 Temu大幅涨价的对象是那些在接到订单后，从中国直接配送到美国消费者手中的商品。一款标 价13.2美元的女式凉鞋在美国加州购买时，除了1美元的销售税外，还需加收18.3美元的进口费 用，最终价格为32.5美元…… Temu大幅涨价的对象是那些在接到订单后，从中国直接配送到美国消费者手中的商品。此前并 未收取的"进口费用"如今被计入，而且往往比商品本身的价格还高。消费者在挑选商品进入结算 页面时，订单总金额会突然暴涨至最初显示金额的两倍以上。 女式凉鞋的原价是 13.2美元（左图），但在结算页面却变成了32.5美元（右图）（4月28日，Temu美国站） 例如，在Temu的"畅销品"专区，一款标价13.2美元的女式凉鞋在美国加利福尼亚州购买时，除了 1美元的销售税外，还需加收18.3美元的进口费用，最终价格为32.5美元，约为原价的2.5倍。 同样，小型蒸汽熨斗最初显示26美元，但在结算时飙升至60美元。 中国电商被迫转变商业模式 与 Temu 同样，服装类电商平台 SHEIN（希音）也已在美国启动涨价措施。 Temu和SHEIN之所以涨价，是因 ...