前脚，5 月 12 日中美关于 " 对等关税 " 的贸易战暂时停火（ 传送门 ），紧接着，5 月 13 日，特朗普在跨境电商卖家们最关心的关税问题上又做出了一点 " 让步 "。 5 月 13 日，白宫发布总统特朗普修正行政命令，对 5 月 2 日起生效的 " 正式取消中国大陆、中国香港地区商品的小额免税待遇 " 的行政命令进行调整， 将该类包裹的关税税率从 120% 降低至 54%，同时，保留自 5 月 2 日起生效的每件小额邮递物品 100 美元的从量关税，并撤销原计划于 6 月 1 日将从量 关税提高至 200 美元的规定 。（ 5 月 14 日，路透消息称美方会进一步降低小包裹关税至 30% ） 至此，相关小包裹的税率政策完成了 0 → 120% → 54% 的过山车。此前，在 4 月 25 日，Temu 和 Shein 曾同步发出涨价预警：因贸易规则与关税变化导 致运营成本激增，即日起调整价格。 过去，大量跨境电商卖家高度依赖于小额包裹免税政策，Temu 和 Shein 也因此在美区获得爆发式增长，而美区消费者们也受惠于此政策才网购到来自中 国的低价好物。根据美国海关和边境保护局的数据，仅在 2024 ...

Core Insights - Temu is transitioning from a fully managed model to a semi-managed model, causing uncertainty among sellers [1][3] - The semi-managed model offers sellers greater autonomy but also introduces new challenges in logistics and customer service [3][5] Group 1: Temu's Transition - The shift to a semi-managed model is a significant change for sellers, leading to confusion and anxiety [1] - Sellers must adapt to new logistics and customer service responsibilities, which requires a robust management system [3] Group 2: Partnership with HICUSTOM - HICUSTOM provides a comprehensive solution for sellers, including product selection, design, production, logistics, and after-sales service [3][5] - The partnership with HICUSTOM has significantly improved logistics efficiency and reduced costs for sellers [5][9] Group 3: Operational Efficiency - HICUSTOM's capabilities include high production capacity, with daily outputs exceeding 100,000 units, alleviating concerns about meeting demand [5] - The use of HICUSTOM's logistics management system has enhanced order tracking and customer satisfaction through features like visual tracking and timely delivery [9][7] Group 4: Future Outlook - With the support of HICUSTOM, sellers feel prepared to face future challenges and are optimistic about their growth prospects [11]