Core Insights - TEMU has ceased its full custody model in the U.S. region as of the end of April [1] - Products in the U.S. region are now prominently labeled with local warehouse, "no import fees," and "no additional delivery charges" [1] Company Summary - TEMU's decision to stop the full custody model indicates a strategic shift in its operational approach within the U.S. market [1] - The labeling of products suggests a focus on enhancing customer transparency and reducing perceived costs associated with imports and delivery [1]

在特朗普政府掀起关税战下，美国普通民众的购物正迎来"涨价潮"，连曾经实惠的网购也变得更昂贵了。 继美国亚马逊网站近千种商品涨价后，另外两家来自中国的跨境电商平台SHEIN、拼多多旗下TEMU也已上调了部分在美商品售价。 在4月16日，华尔街见闻就注意到，TEMU、SHEIN均向美国用户发出了涨价通知，称由于最近全球贸易规则和关税的变化，运营成本有所增加，公司将从4月 25日起进行价格调整。 如今4月25日期限一过，调价政策落地，不少美国网友在社交媒体上感叹， 一夜之间购物车里的东西都变贵了。 有人发现，在SHEIN平台上一套4月24日标价为4.39美元的泳装，25日已经涨价至8.39美元，提价幅度达到91%。而在TEMU上列出的两把露台椅，24日标价 为61.72美元，到25日标价已提升至70.17美元。 不过，据华尔街见闻了解，SHEIN、TEMU平台上商品价格上涨还不是普遍现象，或许价格上涨将是一个逐步推进的过程。 除了TEMU、SHEIN外，国际电商巨头亚马逊上的卖家，早就开始了涨价的动作。 根据SmartScout数据，自4月9日以来，美国亚马逊网站上近1000种商品的价格出现明显上涨，涵盖服装、家居 ...

Core Viewpoint - The article discusses the impact of recent tariff changes under the Trump administration on the pricing of goods sold by cross-border e-commerce platforms in the U.S., leading to a noticeable increase in prices for consumers [2][5]. Group 1: Price Increases on E-commerce Platforms - Amazon has seen price increases on nearly 1,000 products since April 9, with an average increase of about 30% across various categories including clothing and electronics [4]. - SHEIN and TEMU have also announced price hikes, with specific examples showing a 91% increase for a swimsuit and a 13.5% increase for patio chairs [2][3]. Group 2: Changes in U.S. Tariff Policy - The U.S. government has eliminated the exemption for low-value imports from China, which previously allowed goods valued under $800 to enter duty-free, leading to increased operational costs for companies [5][6]. - New tariffs effective May 2 will impose a 120% duty or $100 per item on packages valued under $800, increasing to $200 per item starting June 1 [5]. Group 3: Strategic Adjustments by E-commerce Platforms - TEMU and SHEIN are adapting to the changing landscape by reducing advertising expenditures in the U.S., with TEMU's ad spending down 31% and SHEIN's down 19% during a recent two-week period [7]. - To mitigate risks associated with U.S.-China trade tensions, these platforms are increasing their procurement from local suppliers and diversifying their market presence [6].