Core Insights - The cross-border e-commerce industry is adapting to changes in international tariff policies and is focusing on enhancing supply chain resilience [1][5] - The recent China (Guangzhou) Cross-Border E-Commerce Fair attracted over 1,000 quality supply chain companies and more than 40 major domestic and international cross-border e-commerce platforms [1][8] Tariff Policy Impact - The U.S. has suspended the minimum tax exemption for low-value goods, effective August 29, impacting goods valued at or below $800 shipped outside the international postal network [5] - The actual impact of the tariff policy on cross-border e-commerce varies significantly by product category, with some categories less affected due to cost advantages [5][6] - The beauty and health product sectors are less impacted by the new tariff policy due to their higher profit margins and cost advantages of Chinese products [6] Trends in Cross-Border E-Commerce - There is a growing trend towards overseas warehouse operations, which enhance logistics efficiency compared to traditional small parcel shipping methods [6][7] - Companies like JD, SF, and Cainiao are actively expanding their overseas warehouse capabilities [6] - The overseas warehouse model is evolving to provide more comprehensive services, including local market entry support and product certification [7] Compliance and Legal Considerations - Cross-border e-commerce companies are increasingly prioritizing compliance, particularly in intellectual property rights and consumer protection in foreign markets [8] - The demand for legal consultation regarding intellectual property infringement and compliance has risen, especially in sectors with dense intellectual property issues [8] Market Growth - Guangdong's cross-border e-commerce import and export scale has grown from 11.3 billion yuan in 2015 to 745.4 billion yuan in 2024, marking a 66-fold increase over nine years [8]

Core Insights - The Hong Kong government released a new "Hong Kong Business Environment Report" on July 30, highlighting the region's business advantages such as a clean and efficient government, free flow of capital, and a stable financial system [1] - The report suggests that Hong Kong should adjust its trade strategy to explore emerging markets in Southeast Asia, South America, and Africa, particularly in light of China's recent decision to eliminate import tariffs on goods from African countries [1] - The report emphasizes Hong Kong's unique position as a bridge between China and the world, enhancing its appeal as a platform for companies entering the mainland market [1] Group 1 - The Hong Kong Trade Development Council Chairman, Peter Ma, noted that the city's international financial center status was temporarily challenged by Singapore during the pandemic, but has since regained strength with a robust IPO market [1] - The report indicates that Hong Kong's adaptability and its "one country, two systems" framework have attracted numerous companies to list in the city [1] - The upcoming termination of tax exemptions on small parcels by the U.S. starting September 29 requires further analysis on its impact on trade, supply chains, and logistics strategies [1] Group 2 - Peter Ma compared Hong Kong with Switzerland, noting that while both have similar populations and excel in finance, tourism, and innovation, Hong Kong's industrial development is unevenly focused on finance [2] - The development of the Northern Metropolis area is seen as an opportunity to address land shortages and enhance high-value industrial growth in Hong Kong [2] - Ma emphasized the need to improve the international perception of Hong Kong, which has been affected by past events and the pandemic, by promoting a positive narrative about the city [2]

近日，据外媒报道，巴基斯坦联邦税务局（FBR）正在积极研究在2025—2026财年对跨境线上销售征收商品和服务税（GST）的可能性。 该行为目的在于：旨在弥补现行税收框架中的漏洞，拓展该国快速增长的数字经济税基。 据FBR官员透露： 已收到有关对国际电商平台在巴销售行为征税的建议，政府正就如何构建更加公平透明的数字交易征税机制进行审议。 巴基斯坦管理会计师协会（ICMAP）在其提交的预算建议中也明确了相关的提议； 该提议表达了： 对跨境电商交易征收增值税（VAT）或商品和服务税（GST），以解决目前的收入流失问题，并消除本地与境外卖家在税收政策上的不平等待遇。 01 年增长50%的蓝海市场：巴基斯坦站 在跨境电商的版图中，巴基斯坦正在成为最受瞩目的新兴市场。 例如，2024年巴基斯坦已对2200种商品加征附加关税，覆盖香水、化妆品等奢侈品领域。 数据显示：这个拥有2.4亿人口的国家，2023年电商市场规模突破80亿美元，年均增长率连续三年保持在50%以上。 巴基斯坦的数字化进程正在以惊人速度推进。根据该国信息技术部最新报告： 互联网渗透率从2018年的22%跃升至2023年的54%。 移动支付用户突破8000 ...

5月14日，据新华社， 记者14日从商务部获悉，根据美国白宫5月12日发布的《修改对等关税税率以反映与中华 人民共和国会谈情况的行政令》，美方已于美东时间5月14日凌晨00:01撤销根据2025年4月8日第14259号行 政令和2025年4月9日第14266号行政令对中国商品(包括香港特别行政区和澳门特别行政区商品)加征的共计 91%的关税，修改2025年4月2日第14257号行政令对中国商品(包括香港特别行政区和澳门特别行政区商品)加 征的34%的对等关税措施，其中24%的关税暂停加征90天，保留剩余10%的关税。同时，美方还下调或撤销对 中国小额包裹(包括香港特别行政区小额包裹)加征的关税，将国际邮件从价税率由120%下调至54%，撤销原定 于2025年6月1日起将从量税由每件100美元调增为200美元的措施。 专家表示，小额包裹关税降低之后，跨境电商的成本压力变小，美国消费者也会受益。 此前的规定是：自5月2日起，所有从中国进入美国的包裹都被征收相当于其价值120%的关税，或是100美元的固定 费用。6月起，固定费用将再升高至200美元。但这一政策现在被更改为征收价值54%的关税，或是100美元的固定费 ...

对小额包裹征税，不仅仅是美国，还有法国。 5月2日起，美国将终止对来自我国的低价进口商品免征关税的"小额豁免"政策。 什么是"小额豁免"？ 最早，"小额豁免"可以追溯至1938年，初衷是简化价值低于5美元（相当于今天109美元）的小包裹通关流程。 到了2016年，这一门槛提高至800美元。但随着近年来我国跨境电商迅速发展，也让美国等国家开始感受所谓的"威胁"。 根据美国国会研究服务处今年2月份的报告，2023年，来自我国低价包裹出口额从2018年的53亿美元飙升至660亿美元，而美国一直以来都是其主要市场。 随着美国开始在5月份对我国小额包裹征税，这项价值数百亿美元的市场，也要遭受考验了。 根据美联社的预计，这项小额包裹豁免政策曾允许每日多达400万个小额包裹进入美国市场。随着该政策的取消，将迫使大量依赖我国供应链构建商业模式 的美国企业重新评估其运营模式，以维持成本竞争力。 唯一能够在小额包裹中获益的，可能也就只有美国本土制造商了。 换句话说，这是特朗普推动让"美国制造业再次伟大"计划的一部分。 上个月，特朗普才宣布对我国商品关税上调至145%，对来自我国的小额包裹商品征收的关税从90%上调至120%，随着 ...