Core Viewpoint - The United States has suspended tax exemptions on imported packages valued at $800 or less starting from August 29, which requires all small packages to pay applicable taxes, leading to significant disruptions in international shipping and logistics [1][10]. Group 1: Impact on International Shipping - As of August 26, 25 countries have announced a suspension of package shipments to the United States due to uncertainties related to the new regulations [2]. - Russia's postal service has also halted the acceptance of goods sent to the U.S. due to tariff issues, although regular mail services remain unaffected [4]. - Bulgaria's postal service has ceased accepting all goods destined for the U.S., citing changes in U.S. customs clearance measures [6]. - South Korea's postal department has suspended EMS shipments to the U.S., allowing only UPS services for package delivery, with the recipient responsible for customs duties [8]. - Various European countries, along with Australia, India, Japan, Thailand, and Singapore, have similarly announced suspensions of package shipments to the U.S. [10]. Group 2: Economic and Social Implications - An analysis report from the Cato Institute indicates that the U.S. government's removal of tax exemptions for small imports will severely impact low-income groups and further complicate logistics companies' operations, leading to significant execution challenges [10].

Group 1 - The core viewpoint of the news is the collaboration between the provincial civil affairs department and the postal administration to enhance rural governance and public service levels through improved postal and logistics services [1] - The notification emphasizes the need to complete the naming of rural residential points, roads, and significant public service facilities by June 2026 to facilitate the "smooth postal routes" initiative [2] - The initiative includes the establishment of a standard address system and the integration of smart geographic markers that combine postal services, public services, and cultural promotion [2] Group 2 - The notification encourages the incorporation of geographic names into rural industry brand promotion and the development of postal cultural products that reflect local culture [2] - It also promotes the involvement of postal workers in volunteer services related to geographic name culture and information collection [2]

Core Insights - In July, the postal industry's business revenue (excluding direct operating income from Postal Savings Bank) reached 144.98 billion yuan, marking a year-on-year growth of 8.6% [1] - The express delivery business revenue amounted to 120.64 billion yuan in July, with a year-on-year increase of 8.9% [1] Revenue and Volume Summary - From January to July, the postal industry's cumulative business revenue totaled 1,018.07 billion yuan, reflecting a year-on-year growth of 8.3% [3] - Cumulative express delivery revenue for the same period reached 839.42 billion yuan, showing a year-on-year increase of 9.9% [3] - The total volume of postal delivery services from January to July was 122.3 billion pieces, up 16.2% year-on-year [3] - Express delivery volume for the same period was 112.05 billion pieces, with a year-on-year growth of 18.7% [3] Segment Analysis - In the first seven months, the cumulative volume of same-city express delivery reached 9.26 billion pieces, growing by 6.5% year-on-year [4] - The volume of intercity express delivery was 100.43 billion pieces, reflecting a significant year-on-year increase of 19.9% [4] - International/Hong Kong, Macau, and Taiwan express delivery volume reached 2.36 billion pieces, with a year-on-year growth of 19.2% [4] Market Share Dynamics - As of January to July, the shares of same-city, intercity, and international/Hong Kong, Macau, and Taiwan express delivery volumes were 8.3%, 89.6%, and 2.1%, respectively [7] - Compared to the same period last year, the share of same-city express delivery volume decreased by 0.9 percentage points, while intercity express delivery volume's share increased by 0.9 percentage points [7] Regional Performance - In the first seven months, the revenue share of express delivery in the eastern, central, and western regions was 74.0%, 15.5%, and 10.5%, respectively [9] - The volume share for these regions was 71.5%, 19.4%, and 9.1%, respectively [9] - The eastern region's revenue share decreased by 0.8 percentage points year-on-year, while the central and western regions saw increases of 0.5 and 0.3 percentage points, respectively [9] Industry Concentration - The concentration index CR8 for express and parcel service brands was 86.9, a slight decrease of 0.1 from the previous month [10]

Core Viewpoint - Multiple countries have suspended parcel shipments to the United States due to new U.S. customs policies, which are expected to create significant disruptions in international shipping [2][12]. Group 1: Countries Affected - France's postal service announced a suspension of parcel shipments to the U.S. starting August 25, except for private gifts valued under 100 euros [2]. - Nearly 20 countries, including Germany, Spain, Sweden, Norway, South Korea, and Japan, have also announced similar suspensions [2]. - In Asia, South Korea's postal service will stop accepting air parcels and some express services to the U.S., while Singapore Post will only allow non-declarable documents to be sent [4]. - Japan Post has also announced a suspension of services, pending further information [5]. - In Europe, the UK Royal Mail plans to pause shipments for one to two days to transition to a new system for collecting new tariffs [6]. Group 2: Policy Details and Implications - The new U.S. customs policy, effective August 29, will end the tax exemption for parcels valued at $800 or less, leading to increased costs for international shippers [2][14]. - DHL has joined the suspension of shipments due to unclear procedures regarding tariff collection and data submission requirements [12]. - The U.S. Customs and Border Protection (CBP) has outlined that imported goods will be subject to tariffs based on their country of origin, with a 15% tariff for packages from the EU [14]. - Carriers must provide detailed information about the parcels, including quantity, origin, and value, and must pay tariffs through a specific system [15]. Group 3: Market Reactions - Following the announcement of the new policies, DHL's stock price fell by over 2.4% [12]. - Conversely, shares of UPS and FedEx saw increases of 3.1% and 5.11%, respectively, as they are certified to collect and remit tariffs on behalf of international postal carriers [16][18].

Core Viewpoint - Multiple countries have suspended parcel shipments to the United States due to new U.S. customs policies, which are set to take effect on August 29, impacting international postal services significantly [1][11]. Group 1: Countries Affected - France's postal service announced a suspension of parcel shipments to the U.S. starting August 25, with exceptions for private gifts valued under 100 euros [1]. - Nearly 20 countries, including Germany, Spain, Sweden, Norway, South Korea, and Japan, have also announced similar suspensions [1]. - In Asia, South Korea's postal service will stop accepting air parcels and some express services to the U.S., while Singapore Post will restrict shipments starting August 25, 2025 [3]. Group 2: Impact on Postal Services - The UK Royal Mail plans to suspend shipments to the U.S. for one to two days to transition to a new system for collecting new tariffs [4]. - Germany's postal service has announced a halt to shipments to the U.S. [5]. - Czech and Austrian postal services have also suspended parcel deliveries to the U.S. [6][7]. Group 3: Uncertainty in Policy Implementation - The specifics of the new tariff and data reporting requirements remain unclear, leading to confusion among international carriers [11]. - DHL has joined the suspension of shipments due to unresolved key procedures regarding tariff collection and data submission [12]. - The U.S. Customs and Border Protection has outlined new tariff calculations, including a 15% tariff on packages from the EU and fixed fees ranging from $80 to $200 for international postal shipments [14]. Group 4: Market Reactions - Following the announcement of the new policies, DHL's stock price fell by over 2.4% [12]. - Conversely, shares of UPS and FedEx saw increases of 3.1% and 5.11%, respectively, as they are certified to collect and remit tariffs on behalf of international postal carriers [14][16].

Core Viewpoint - Multiple countries have suspended parcel deliveries to the United States due to new U.S. tariff policies, which will significantly impact international e-commerce and personal shipping [1][2][4]. Group 1: Impact of U.S. Tariff Policy - On July 30, President Trump signed an executive order to suspend tax exemptions for imported parcels valued at $800 or less starting August 29 [2][5]. - The new policy will impose a 15% tariff on parcels sent from the EU to the U.S., affecting both personal and commercial shipments [2][4]. - France's postal service announced it would stop sending parcels to the U.S. from August 25, except for private gifts valued under 100 euros [2][3]. Group 2: Responses from Postal Services - Postal services in Germany, Belgium, Spain, Austria, and other European countries have also announced suspensions of parcel deliveries to the U.S. [4][5]. - DHL has joined other European mail operators in temporarily restricting parcel shipments to the U.S., citing unresolved issues regarding tariff collection and data transmission [6]. - The uncertainty surrounding the new tariff regulations has led to fears of high costs for postal companies if U.S. customs reject parcels [6]. Group 3: E-commerce and Market Impact - The suspension of parcel deliveries is expected to have a significant impact on e-commerce businesses, particularly small and medium-sized enterprises in countries like South Korea, where the U.S. market accounted for 20% of overseas sales [5]. - South Korea's e-commerce sales to overseas markets reached approximately 1.7 trillion won (about 88 million RMB) last year, with the U.S. being a key market [5]. - Online marketplace Etsy plans to suspend shipping labels for U.S. parcels from Australia, Canada, and the UK, advising shippers to use carriers that allow for pre-payment of tariffs [7].

Core Viewpoint - The article discusses the impending expiration of the tariff exemption for small packages sent to the U.S., leading to multiple countries suspending their postal services to the U.S. due to unclear guidelines from U.S. authorities [3][4]. Summary by Sections Tariff Exemption Changes - The U.S. government will suspend the "small package exemption" policy starting August 29, requiring all commercial packages valued under $800 sent via non-international postal systems to pay applicable tariffs [4]. - This exemption previously applied to over 4 million packages processed daily by U.S. Customs and Border Protection [4]. International Response - Various countries have begun to halt postal services to the U.S. in response to the new regulations. For instance, South Korea and Singapore announced suspensions of standard services, while Japan warned of potential delays or returns of packages [6][7]. - European postal services, including those from Germany, the Czech Republic, and Austria, have also announced similar suspensions [6][7]. Impact on Postal Services - The uncertainty surrounding the new U.S. regulations has led to a domino effect, with more postal companies ceasing to send packages to the U.S. [9]. - The new rules will impose tariffs based on the country of origin, with fixed fees ranging from $80 to $200 for packages sent via international postal services [9]. - Online marketplaces like Etsy are also adjusting their services, advising users to utilize carriers that allow for pre-payment of tariffs before packages reach the U.S. [9].

Core Viewpoint - The impending expiration of the tariff exemption for small packages is causing a domino effect, leading multiple postal services worldwide to suspend deliveries to the United States [1][6]. Group 1: Impact on Postal Services - Various countries' postal services, including those in Asia, Europe, and Australia, are halting package deliveries to the U.S. due to the uncertainty surrounding new U.S. customs regulations [3][4][5]. - South Korea's postal service will stop accepting air packages and certain express services to the U.S., while Singapore Post will suspend standard services starting August 25 [3]. - Germany, Czech Republic, and Austria have also announced suspensions of postal services to the U.S. due to the changes in customs regulations [4]. Group 2: U.S. Customs Regulations - The U.S. Customs and Border Protection has outlined that packages shipped to the U.S. will be subject to applicable tariffs once the exemption period ends, affecting over 4 million packages processed daily [1][7]. - Packages valued under $800 that are not shipped via international postal systems will no longer enjoy the minimum tariff exemption, requiring full tariff payments [1]. - The new regulations may impose fixed fees ranging from $80 to $200 on packages, depending on the country of origin, and require detailed information submission from carriers [6]. Group 3: Industry Response - The international mailing and shipping industry is expressing concerns over the lack of clarity in the new regulations, which could lead to further disruptions in service [6][7]. - Online marketplace Etsy plans to suspend shipping labels for U.S. packages from Australia, Canada, and the UK, advising shippers to use carriers that allow pre-payment of tariffs [7].

Group 1 - The article emphasizes the role of the industry as a "national team" in supporting major national strategies and building a solid green wall in times of need [5] - It highlights the importance of connecting small agricultural products to large markets and integrating small industries into larger cycles, indicating a focus on sustainable development and economic integration [12] - The narrative illustrates the commitment of the industry to serve the public, ensuring timely delivery and reliability in everyday life, which enhances the quality of life for citizens [9][11] Group 2 - The industry is portrayed as a companion to the people's lives, bridging urban and rural areas, and facilitating smooth logistics both domestically and internationally [7] - The text reflects on the industry's dedication to progress, with a focus on perseverance and the belief that even small steps can lead to significant achievements over time [12] - The overarching theme is the industry's commitment to delivering happiness and connectivity, reinforcing its essential role in society [12]

经济观察网 据交通运输部微信公众号消息，国务院物流保通保畅工作领导小组办公室监测汇总数据显 示，8月4日—8月10日，全国货运物流有序运行，其中：国家铁路运输货物7869.7万吨，环比增长 1.29%；全国高速公路货车通行5330万辆，环比增长1.34%；监测港口完成货物吞吐量2.69亿吨，环比增 长10.87%，完成集装箱吞吐量679.2万标箱，环比增长19.58%；民航保障航班13.7万班(其中货运航班 4808班，包括国际货运航班3211班，国内货运航班1597班)，环比增长1.26%；邮政快递揽收量约35.25 亿件，环比下降1.97%；投递量约35.14亿件，环比下降2.52%。（编辑 刘睿） ...