Core Viewpoint - The reduction of tariffs between China and the U.S. has initiated a "replenishment" order wave for cross-border e-commerce sellers, but the cancellation of tax exemptions for small packages poses significant cost challenges for sellers [1][3]. Group 1: Tariff Changes and Immediate Impact - The U.S. has revoked 91% of tariffs on Chinese goods and modified 34% of reciprocal tariff measures, with 24% of tariffs suspended for 90 days, retaining 10% [1]. - Sellers are racing against time to fulfill orders during the 90-day low tariff period, as U.S. customers are eager to replenish their stocks due to low inventory levels ahead of the summer sales peak [2]. Group 2: Cost Challenges for Cross-Border E-commerce - The cancellation of the small package tax exemption has led to increased costs for Chinese sellers, with average costs rising by approximately 1 yuan per item, which is significant for low-margin products like stationery [3][4]. - Prior to the tariff reductions, companies like Temu and Shein issued price increase warnings due to rising operational costs from changing trade rules and tariffs [3]. Group 3: Strategic Shifts and Future Opportunities - Sellers are exploring new markets and innovative branding strategies in response to the challenges posed by the cancellation of tax exemptions [4]. - A summit is scheduled to discuss the future of cross-border e-commerce, with over 1,000 exhibitors and industry leaders expected to attend, aiming to contribute to the high-quality development of the industry [4].