Shipping Data - Global container freight index CCFI reported at 1200.73 points, down 2.56% month-on-month[5] - Shanghai Container Freight Index (SCFI) at 1489.68 points, down 3.94% month-on-month[5] - Ningbo Container Freight Index (NCFI) at 1053.86 points, down 3.11% month-on-month[5] Air Freight Data - Global air cargo index BAI reported at 2071 points, up 2.17% month-on-month[5] - BAI30 at 3460 points, up 2.06% month-on-month[5] - BAI80 at 4455 points, up 0.84% month-on-month[5] Market Trends - SCFI has declined for nine consecutive weeks, with significant drops in the US West and East routes, at 9.8% and 10.7% respectively[19] - FedEx increased import handling fees from $1.5 to $2.5 per package, a 67% increase, effective August 18[13] - UPS will implement new dimensional weight pricing rules, tightening thresholds for additional fees[13] Cross-Border E-commerce Developments - Temu shifts focus to the European market as US tax policies impact growth, with GMV in Europe surpassing that in the US[15] - Trump plans to impose a 250% tariff on semiconductor and pharmaceutical products, potentially impacting trade dynamics[15]

根据彭博社对希音官网上98件商品的持续追踪，这些商品周三的平均价格为5.56美元，较5月7日的6.38美元最高值下降了约13%。 希音周三还向美国消费者发送了降价提醒，称多个品类的商品价格已下调，并承诺结账时不会向购物者收取任何因关税而产生的费用或其他额外成本。相比 之下，另一跨境电商Temu已自今年4月底起，对直接从中国发货的商品征收进口附加费。 希音 凤凰网科技讯 北京时间5月15日，据彭博社报道，在美国下调对中国进口商品征收的关税后，跨境电商希音在本周下调了其美国零售价，以吸引回那些被高 价吓跑的消费者。 希音98种商品的平均价格走势 美国已下调了对华进口关税和小额包裹关税。对于依赖从中国直接发货以维持低价的跨境电商希音和Temu来说，这是一项重大利好。 自4月25日希音开始涨价以来，其美国销售额一直在下滑。根据分析信用卡和借记卡交易数据的彭博美国消费者指数(Bloomberg Second Measure)，截至5月4 日的七天内，希音美国销售额较去年同期下降了15%。Temu同期销售额同比下降约10%。他们在美国市场的交易量也出现了类似幅度的下滑。 在上个月涨价之后，这两个平台的消费者流量也出现了类 ...

图/Temu某款中国直发商品显示"售罄" 目前，Temu"推荐商品"页面以及各个"细分类目"页面上的商品，都是清一色的"本地仓"标志，这意味着从中国直发的全托管商品，在Temu美国站消 失了。 为了推广其本地仓发货的商品，Temu在其首页和商品页面顶部，挂了一个醒目的提示"本地仓商品，无进口费"。 对于停止中国直发的全托管商品，Temu在前段时间早有准备，并作出了一系列的调整和试探。首先，陆续对美国全托管商品进行流量限控，随后提 高售价，最后大量下架相关商品。 近日，Temu宣布，停止所有从中国发往美国的直运业务。未来，Temu美国站的商品，将从美国本土发货，由本土卖家负责履约。 这意味着，Temu美国站，面临重大转折，也遭遇了重大挫折。如今，Temu将目光投向欧洲、巴西等市场，但在那里，Temu也面临着许多变数。 01. 近日，Temu美国站的网站和App出现了重大调整，仅显示从美国仓库本地发货的产品列表，而从中国发货的商品，被标记为缺货。 早在4月底，大量Temu美区全托管卖家反馈，其商品被集中下架，一批店铺甚至"整店清空"，仅保留少量半托管商品，以维持基础的经营。截至4月 30日，大多数全托管店铺页面已 ...

Core Viewpoint - Temu, a cross-border e-commerce platform under Pinduoduo, will cease direct sales of goods imported from China to U.S. customers, shifting to local sellers for U.S. market sales [1][3] Group 1: Business Model Changes - Temu will no longer allow U.S. consumers to purchase directly from China, instead offering products stored in U.S. warehouses [1] - The new model eliminates additional import duties and customs fees, helping Temu maintain competitive pricing [1][3] - Temu is actively recruiting U.S. local sellers to enhance its platform and expand business reach [1][3] Group 2: Regulatory Impact - The change was prompted by a new policy from U.S. Customs and Border Protection (CBP) that ended the duty exemption for small packages from mainland China and Hong Kong, effective May 2 [1][3] - All goods imported from China must now go through formal customs procedures and pay full duties, with tariffs potentially reaching up to 145% [3] Group 3: Operational Adjustments - To ensure sufficient local inventory, Temu is accelerating the recruitment of U.S. sellers and has expanded its warehouse coverage from 15 to 40 cities [3][4] - Temu is investing in local operations by hiring talent from major U.S. e-commerce companies, offering salaries 40%-60% higher to attract executives [4] Group 4: Financial Performance and Market Pressure - Pinduoduo's revenue growth is slowing, with Q4 2024 revenue reported at 110.61 billion yuan, a 24% year-over-year increase, below market expectations [5] - Temu is projected to contribute over half of Pinduoduo's nearly 200 billion yuan commission revenue in 2024, but it is still unprofitable, with losses estimated at around $3.5 billion [5] - In response to market pressures, Temu significantly reduced its advertising spending in the U.S. in April, indicating a strategy to lower costs [5] Group 5: Industry Trends - Similar to Temu, SHEIN has announced price increases to cope with the new tariff pressures and is shifting production from China to other countries to avoid high tariffs [6] - The cross-border e-commerce sector is entering a more complex and competitive phase due to increased tariffs and the cancellation of duty exemptions, necessitating a balance between price competition and compliance costs [6]

Group 1 - Chongqing's "6·18 E-commerce Festival" officially launched on April 28, 2025, aiming to enhance regional consumption and promote the development of the digital economy in Western China [3] - The festival features a theme of "Empowering Digital Commerce, Creating a Smart Future" and includes activities such as foreign trade product promotions and digital economy forums [3] - The event will leverage technology through three-dimensional live broadcasts to showcase Chongqing's manufacturing capabilities [3] Group 2 - The U.S. government has increased tariffs on Chinese goods from 104% to 145%, leading to significant price hikes on e-commerce platforms like Amazon and Temu, with average price increases of 29% and over 90% for some low-cost items [4] - The tariff changes have created challenges for U.S. importers reliant on Chinese manufacturing, with some companies experiencing dramatic increases in packaging costs [4] - The impact of these tariffs is squeezing the survival space for small and medium-sized enterprises, leading to a shift in consumer behavior towards discount retailers [4] Group 3 - The State Council of China has approved the establishment of 15 new cross-border e-commerce comprehensive pilot zones, which will benefit from tax exemptions and support for overseas warehouse construction [5] - This strategic move is seen as a response to changes in international trade dynamics, with the potential for Chinese cross-border e-commerce to gain market share due to its cost advantages [5] - The A-share market for cross-border e-commerce has shown active performance, with companies like Tianyuan Co. seeing stock price increases of over 30% due to policy benefits and market demand [5]