Core Viewpoint - The recent cancellation of the $800 tax exemption for cross-border e-commerce imports in the U.S. has led to significant challenges for the industry, including increased costs and operational complexities [1][3]. Group 1: Impact of Policy Change - The average tariff rate for imported goods has surged from 0% to 25%-30%, affecting key product categories such as electronics and apparel [1][3]. - 25 countries have suspended postal services, forcing sellers to rely on commercial logistics, which has seen shipping costs rise by 30%-50% [3]. - Major platforms like Temu and SHEIN have already raised prices, with Amazon reporting an average price increase of 29% across 930 products, leading to a decline in sales for some sellers by over 20% [3]. Group 2: Challenges for Sellers - The restructuring of logistics channels has created a "no ship" situation for small and medium-sized sellers, as new customs regulations and electronic pre-declaration requirements complicate the shipping process [3][5]. - The average customs clearance time has increased from 5-6 days to 8-9 days, diminishing the time-sensitive advantages previously enjoyed by sellers [3][5]. - Compliance requirements have intensified, with carriers now required to pre-collect tariffs, placing additional burdens on sellers' tax compliance capabilities [5]. Group 3: Advantages of Overseas Warehousing - The value of third-party overseas warehouses has been re-evaluated as a strategic response to the new regulations, offering a way to optimize tariff costs through bulk importation [6][9]. - Goods stored in overseas warehouses can avoid the new small package tariff regulations, significantly reducing overall tax burdens compared to direct shipping [6]. - Sellers utilizing overseas warehouses experience a 60% lower rate of logistics delays compared to those relying on direct shipping methods [7]. Group 4: Future Outlook - The transition to overseas warehousing is becoming essential for sellers to survive amidst rising costs and regulatory pressures, with those who adapt quickly likely to gain a competitive edge [9]. - The industry is expected to shift from "low-price competition" to "value competition," as companies seek to establish localized supply chains and efficient operational systems [9].

美国此次关税政策调整，打破了跨境电商行业长期依赖的 "小额包裹免税红利"。 据中信证券研报测算，此前免税的低价值包裹，平均关税税率将从 0% 飙升至 25%-30% 区间，直接推高 跨境交易成本。而 25 国暂停邮政包裹寄送，更导致物流渠道大幅收缩。卖家仅能依赖 UPS、FedEx 等商 业物流商，但其运费较邮政渠道高出 30%-50%，且因业务量暴增已出现包裹延误、服务质量下降等问题。 从政策执行端看，新规落地，美国海关及边境保护局每日需处理的清关工作量将预期增加，包裹积压、查 验率上升成为常态。 根据多家媒体报道，保加利亚邮政在暂停服务声明中明确指出，美国不仅变更清关规则，还强制要求电子 预申报数据同步至美国邮政运营商，流程复杂度大幅提升，中小物流企业难以适配。 卖家困境：成本飙升与生存挑战 800 美元以下免税政策曾是跨境电商卖家进入美国市场的核心优势，覆盖 3C 产品、服饰鞋包、日用百货 等主流类目。为缓解压力，头部平台已率先调价。 本文自南都·湾财社 采写 | 南都·湾财社记者 陈盈珊 8 月 29 日起，美国正式取消对价值 800 美元及以下进口包裹的免税待遇，小额包裹需全额缴纳关税。由于 美国新 ...

Core Viewpoint - The United States has officially canceled the tax exemption for imported packages valued at $800 or less, requiring full customs duties to be paid, which significantly impacts the cross-border e-commerce industry, particularly for Chinese sellers who previously benefited from this exemption [1] Group 1: Impact of New Regulations - The new tariff policy disrupts the long-standing "small package tax exemption" that the cross-border e-commerce industry relied on, with average tariff rates for previously exempt low-value packages expected to rise from 0% to a range of 25%-30%, increasing transaction costs [1] - 25 countries have announced a suspension of postal package shipments to the U.S., leading to a significant reduction in logistics channels, forcing sellers to rely on commercial logistics providers like UPS and FedEx, which have higher shipping costs and are experiencing delays and service quality issues due to increased demand [1][2] Group 2: Seller Challenges - The $800 tax exemption was a core advantage for cross-border e-commerce sellers in the U.S. market, covering mainstream categories such as electronics, clothing, and daily necessities. Major platforms like Temu and SHEIN have already raised product prices in response to the new regulations, with Amazon reporting a 29% average price increase across various categories since April 9 [3] - Price sensitivity among U.S. consumers has led some to shift to domestic e-commerce platforms, resulting in sales declines of over 20% for certain sellers. Approximately 30% of cross-border e-commerce sellers in the U.S. are small and medium-sized enterprises (SMEs), which face greater challenges due to limited financial reserves and bargaining power in the supply chain [3] Group 3: Shift to Overseas Warehousing - Previously, over 60% of cross-border e-commerce sellers relied on direct shipping, benefiting from the tax exemption. However, the new regulations have made direct shipping costly and subject to delays, with average customs clearance times increasing from 5-6 days to 8-9 days [4] - The shift to overseas warehousing requires significant investment, ranging from $100,000 to $500,000, and necessitates accurate market demand forecasting to avoid inventory issues, posing greater operational challenges for SMEs [4] - The policy change is pushing the industry towards a transformation from "low-price competition" to "compliance, branding, and localization," with sellers that have overseas warehousing, multi-market operations, and product differentiation likely to emerge successfully from industry consolidation [4]

Core Viewpoint - The cancellation of the $800 de minimis exemption policy by the U.S. has significantly impacted cross-border e-commerce, leading to increased costs and operational challenges for Chinese sellers and platforms, prompting a reevaluation of business models and logistics strategies [2][3][14]. Cost Increase and Efficiency Decline - The $800 de minimis exemption, which simplified customs processes for low-value goods, has been a major driver of cross-border e-commerce growth, particularly benefiting Chinese small sellers [5][6]. - The cancellation of this policy means that all packages valued under $800 will now incur a duty of 120% of their value or a flat fee of $100, leading to a substantial increase in costs for sellers who previously enjoyed zero tariffs [7][9]. - The number of low-value packages processed by U.S. Customs has increased dramatically, from 139 million in 2015 to over 1.3 billion in 2024, highlighting the significance of the de minimis policy for cross-border trade [6]. Industry Restructuring - The policy change is expected to accelerate market consolidation, favoring larger sellers with robust supply chains who can absorb the new costs, while smaller sellers face greater survival pressures [13][14]. - Many sellers have already paused shipments to the U.S. or are considering exiting the market due to the increased logistics costs and uncertainties [2][9]. Strategic Responses - In response to the new costs, some sellers and platforms have opted to raise prices, with average price increases reported at around 30% for various product categories on platforms like Amazon [9][10]. - The shift towards overseas warehouses is anticipated, as sellers look to mitigate costs and improve delivery times, although this requires significant upfront investment and carries inventory risks [10][11][12]. - The transition to overseas warehouses may become a mainstream strategy, with platforms like Temu and SHEIN already pushing for a "semi-managed" model to enhance inventory management and fulfillment capabilities [10][14]. Long-term Implications - The cancellation of the de minimis exemption is seen as a step towards a more mature and regulated phase of cross-border e-commerce, with a potential shift from price competition to value competition, emphasizing branding and compliance as core competitive advantages [14].

Core Viewpoint - The cancellation of the $800 de minimis exemption policy by the U.S. is expected to significantly impact cross-border e-commerce, leading to increased costs for sellers and potential market exits for smaller businesses [1][2][6]. Group 1: Policy Changes and Impacts - The U.S. officially terminated the $800 de minimis exemption on May 2, 2024, which previously allowed low-value goods from China to enter the U.S. without tariffs [1][4]. - This policy change is projected to result in annual losses of up to $47 billion for businesses and consumers, disproportionately affecting low-income groups [1][2]. - The new regulations require that packages valued under $800 must now pay a tariff of 120% or $100 per item, significantly increasing costs for sellers who previously enjoyed zero tariffs [6][10]. Group 2: Seller and Platform Responses - In response to the increased costs, sellers and platforms are considering price hikes, with some already implementing increases of around 30% on various products [8][10]. - Many sellers are pausing shipments to the U.S. to reassess their strategies, with reports indicating that logistics costs have risen to levels exceeding product prices [1][3]. - Platforms like Temu and SHEIN are shifting towards a "semi-managed" model, emphasizing the need for overseas warehousing to maintain competitiveness [9][10]. Group 3: Market Dynamics and Future Outlook - The cancellation of the exemption is expected to accelerate market consolidation, favoring larger sellers with robust supply chains while putting smaller sellers at risk of exiting the market [10]. - The industry is likely to transition from a direct shipping model to a "sea freight + overseas warehouse" model, which may lead to a more globalized warehousing network [10]. - The long-term implications suggest a shift from price competition to value competition, with an emphasis on branding and compliance becoming critical for survival [10].

Core Viewpoint - The cancellation of the $800 de minimis exemption by the U.S. has significantly impacted the cross-border e-commerce landscape, forcing sellers to reassess their business models and logistics strategies [1][3][10] Group 1: Policy Changes and Impact - The U.S. officially terminated the $800 de minimis exemption on May 2, 2024, which previously allowed low-value goods from China to enter the U.S. without tariffs [1][3] - This policy change is expected to lead to increased logistics costs and longer delivery times for cross-border e-commerce, prompting sellers to either raise prices, shift to overseas warehouses, or explore markets outside the U.S. [1][6][10] - The number of low-value packages processed by U.S. Customs surged from 1.39 million in 2015 to over 1.3 billion in 2024, highlighting the significance of the de minimis policy for cross-border trade [3] Group 2: Seller Responses and Market Dynamics - Many sellers, particularly small and medium-sized enterprises, are pausing shipments to the U.S. due to increased costs, with some opting to refund unshipped orders [1][4] - Major platforms like Temu and SHEIN have announced price increases averaging 30% across various product categories due to rising operational costs [6] - The cancellation of the de minimis exemption is likely to accelerate market consolidation, favoring larger sellers with robust supply chains while putting smaller sellers under significant pressure [9][10] Group 3: Future Trends and Strategies - The shift towards overseas warehouses is anticipated as sellers seek to maintain market presence in the U.S. despite increased costs [7][10] - The transition to overseas warehouses requires upfront investment and poses risks related to inventory management, which may be challenging for smaller sellers [8][9] - The industry is expected to evolve towards a more mature and regulated phase, with a potential shift from price competition to value competition, emphasizing brand and compliance as core competitive advantages [10]