Trump canceled the tax exemption amount of "$ 800", and over 1 billion pieces of small parcels in cross -border e -commerce were affected
Sunny Worldwide LogisticsIt is a logistics company with more than 20 years of transportation experience. It focuses on markets such as Europe and the United States, Australia, Southeast Asia and other markets.
On February 1, 2025 local time, US President Trump signed a series of administrative orders, including an additional 10%tariff on imported goods from China. At the same time Tariffs, specifically imposed a 25%tariff on imported products in Canada and Mexico, and levied 10%of tariffs on Canadian energy resources.
also,Trump also canceled the parcel tariff exemption policy worth less than 0. This policy change has attracted widespread attention from consumers, practitioners and other countries at home and abroad.It is reported that these latest tariff policies will take effect at 12:01 on February 4th on February 4.
The Chinese Ministry of Foreign Affairs and the Ministry of Commerce responded strongly on February 2, saying that China resolutely opposed the United States' approach, and will take countermeasures to safeguard its legitimate rights and interests. Countermeasures.
In the administrative order signed by Trump, the cancellation of the US $ 800 tariff exemption has undoubtedly directly affected China's goods exports. This will not only increase the export cost of Chinese goods, lead to rising prices of related goods, thereby weakening the competitiveness of Chinese goods in the US market, but may also further compress the profit margins of Chinese export companies and cross-border sellers to the US, and cross-border e-commerce for China. The industry has a profound impact.
Specifically, this policy change will first impact those Chinese overseas platforms that rely on the advantages of low-priced goods and small-cap parcel duty-free, such as TEMU, SHEIN, TikTok Shop, etc. The logistics costs of these platforms may rise by 20%-30%, profit margins will decline, and may even lose a portion of local American consumer traffic due to price advantages. At the same time, the low -priced mall just launched by the Amazon platform will also be affected.
In addition, the industrial supply chain, which is known for its low -cost advantages of Yiwu and Huaqiangbei, will also be directly affected. With the cancellation of the 0 tariff exemption, the increase in logistics costs, tariffs and customs clearance fees will lead to the failure of low-price strategies in these regions, and models such as 此外,义乌、华强北等以低价优势著称的产业供应链也将直接受到影响。随着800美元关税豁免的取消,物流成本、关税以及清关费用的增加将导致这些地区的低价策略失效,0.99美元包邮等模式可能成为历史。.99 free shipping may become history.
For store sellers, this policy change exists like "bad news". The "distribution low price hot product" model they originally relied on will be directly stuck in the "low price" link. Some distribution sellers may turn to Southeast Asia, Latin America and other countries to seek new market opportunities, while the other may transform into brand and boutique sellers. However, for Amazon sellers, this means that competition will be further increased.
At the same time, the logistics model may usher in a new round of reshuffle. The logistics volume of the direct mail small bag will inevitably decline, bringing new challenges to related service companies. The e -commerce platforms have to adjust their policies. In the future, they may adopt a batch import and pay tariffs to store the goods in the US warehouse. This will promote a new wave of growth in overseas warehouse models, and drive the development of small parts, overseas warehouse transit, after -sales, inventory treatment and other services.
It is worth noting that changes in the tariff policy may also increase the uncertainty of the supply chain, leading to a series of risk problems such as logistics delay, inventory backlog, and supply chain interruption.
The "minimum" tariff exemption clause has existed since the 1930s, and in 2016, it has been revised to increase the minimum duty -free minimum amount from $ 200 to $ 800. However, the use of this clause has been reviewed in recent years. In September last year, the Biden government has taken measures to curb the "minimum" clauses of over -use and abuse.
According to U.S. Customs and Border Protection, the number of goods applying for "minimum" tariff exemptions has increased exponentially over the past decade. This reflects to a certain extent the demand for low-priced goods by American consumers and the rapid rise of Chinese e-commerce platforms in the US market. For example, Temu, Shein and AliExpress provide a large number of low-priced clothing, household goods, electronic products and other products, and has been warmly welcomed by American consumers.
In response to the increasingly tightened "minimum" clause in the United States, e -commerce companies such as TEMU and Shein are also seeking other strategies to respond. For example, TEMU has begun to attract Chinese sellers who have inventory in the US warehouse to settle in their websites in order to wrap the parcels from local United States to American shoppers. SHEIN has opened a distribution center and a supply chain center in the United States to strengthen its layout in the US market.
In addition to Chinese e -commerce companies, American retailers such as Amazon and Wal -Mart are also using small parcel tariff exemption mechanisms to import goods. The US Foreign Trade Commission has previously issued a warning saying that the weakening of small parcel tariff exemption mechanisms will cause consumers to lose billions of dollars. This further highlights the far -reaching impact of Trump's signing of administrative orders on the US market and consumers.