Core Points - The United States will eliminate the tax exemption for imported packages valued at $800 or less starting August 29, 2025, requiring full customs duties to be paid on small packages [1][2] - This change is part of an administrative order aimed at simplifying customs processes but raises concerns about increased competition from low-cost imports and potential impacts on domestic industries [2] - The Universal Postal Union (UPU) reports that 25 member countries have suspended mail shipments to the U.S. due to uncertainties regarding the new regulations [1][2] Group 1 - The U.S. previously allowed packages valued under $800 to be exempt from customs duties, a policy known as the "minimum threshold rule," which was raised from $200 in 2016 to facilitate cross-border e-commerce [2] - The new regulation mandates carriers to collect duties upfront from senders and remit the total to U.S. Customs and Border Protection, with certain categories like documents and gifts under $100 remaining exempt [2] - The UPU is actively communicating with U.S. authorities to address operational challenges and ensure that all member countries receive timely updates on the new requirements [3] Group 2 - The UPU is collaborating with postal stakeholders to develop a scalable "prepaid tax" system to support the implementation of customs duties collection and remittance processes globally [3] - The UPU, established in 1874 and headquartered in Bern, Switzerland, plays a crucial role in setting international postal regulations and facilitating cross-border mail and package services [3]

Core Viewpoint - Mexico has announced the suspension of all postal and package delivery services to the United States due to new U.S. regulations on small import packages, which will require taxes on packages valued at $800 or less starting August 29 [2][3]. Summary by Sections Mexico's Suspension of Services - The Mexican Foreign Ministry and the postal service have jointly declared the immediate suspension of all postal services to the U.S. until new operational procedures are established [2]. - The suspension is a response to the U.S. decision to end tax exemptions for small packages, which will affect the delivery of goods [2]. International Impact - According to the Universal Postal Union, 25 countries have already suspended sending packages to the U.S. due to uncertainties related to the new U.S. regulations [2]. - Countries such as Russia and Bulgaria have also halted their postal services to the U.S. due to issues related to customs duties and new clearance measures [2]. Other Countries' Responses - South Korea has suspended EMS services to the U.S., allowing only UPS for package delivery, with the recipient responsible for customs duties [3]. - Several European countries, along with Australia, India, Japan, Thailand, and Singapore, have also announced similar suspensions of postal services to the U.S. [3]. Economic Implications - An analysis from the Cato Institute suggests that the U.S. government's removal of tax exemptions for small imports will adversely affect low-income groups and complicate logistics for transportation companies [3].

Core Insights - The national logistics operation from August 18 to August 24 has shown a stable performance across various transportation sectors, indicating a resilient logistics network in the country [1] Group 1: Railway Transportation - National railway transported 80.868 million tons of goods, reflecting a month-on-month increase of 1.52% [1] Group 2: Highway Transportation - The number of freight trucks on national highways reached 55.185 million, with a month-on-month growth of 0.46% [1] Group 3: Port Operations - Monitored ports achieved a cargo throughput of 268.142 million tons, marking a month-on-month increase of 2.6% - Container throughput reached 6.775 million TEUs, with a month-on-month increase of 0.33% [1][1] Group 4: Civil Aviation - Civil aviation supported 136,000 flights, including 4,880 cargo flights, which comprised 3,249 international cargo flights and 1,631 domestic cargo flights, showing a month-on-month decline of 0.55% [1] Group 5: Postal and Express Delivery - The volume of postal express collection was approximately 3.701 billion items, reflecting a month-on-month increase of 5.05% - The delivery volume was about 3.639 billion items, with a month-on-month increase of 3.65% [1][1]

Group 1 - The U.S. has suspended tax exemptions on imported packages valued at $800 or less starting from August 29, requiring all applicable taxes to be paid on small packages [1][3] - As a result of the new U.S. regulations, 25 countries have announced a suspension of package shipments to the U.S. due to uncertainties related to transportation services [1][3] - Various postal services from countries including Bulgaria, South Korea, and several European nations have halted shipments to the U.S. due to changes in customs clearance measures and tightened electronic pre-declaration data requirements [3] Group 2 - An analysis report from the Cato Institute indicates that the U.S. government's removal of tax exemptions for small imports will significantly impact low-income groups and further complicate logistics companies' operations [3]

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].