特朗普關閉貿易漏洞 影響Shein、Temu及亞馬遜Haul平台
美國總統特朗普近日關閉了一項允許低價值包裹免稅進入美國的貿易漏洞，此舉將對中國快時尚零售商Shein、Temu以及亞馬遜的Haul平台造成重大影響，並可能導致這些平台的商品價格上漲。Shein和Temu近年來迅速崛起，部分得益於「de minimis」豁免政策，該政策允許價值低於800美元的包裹免稅進入美國。根據美國國會中國委員會的報告，Temu和Shein佔據了美國每日通過此政策進口包裹的30%以上。
特朗普的這一舉措是其實施對中國額外10%關稅的一部分，並暫停了對加拿大和墨西哥的25%關稅。分析師指出，取消「de minimis」豁免將對Shein和Temu的利潤率產生顯著影響，可能導致每件商品的價格上漲幾美分。儘管如此，Shein和Temu已採取措施應對，包括在美國建立倉庫、增加非中國供應商以及吸引更多美國賣家加入平台。
亞馬遜的Haul平台雖然也會受到影響，但由於其規模較小，對亞馬遜整體業務的影響有限。分析師認為，這一政策變動可能對中小型在線零售商造成更大壓力，因為它們缺乏資源來應對成本上升和供應鏈調整。
總體而言，取消「de minimis」豁免將改變美國消費者的購物習慣，並可能進一步鞏固Shein和Temu在市場中的地位，同時對環境和勞工權益帶來更多挑戰。
Shein, Temu, Amazon Haul set for price hikes as US shuts trade loophole
Trump this week shut a loophole used to ship low-value packages duty-free from China.
www.reuters.com
Trump’s crackdown on trade loophole to hit Shein and Temu — and help Amazon
Scrapping of ‘de minimis’ rules could slow deliveries and raise costs for Chinese groups, say analysts
www.ft.com
‘I can’t order 100 pieces of junk for $15?’: How Trump’s tariff will hit fast-fashion devotees
The 10% levy on goods imported from China closes a loophole used by Temu and Shein. Experts say it may only tighten their grip on Americans
www.theguardian.com
Trump administration weighs adding Shein, Temu to forced labor list
It would be a significant show of interest in cracking down on consumer imports from China.
www.semafor.com
Temu, Shein targeted as EU cracks down on unsafe e-commerce imports
Chinese online marketplace Temu and fast-fashion retailer Shein will be liable for the sale of unsafe and dangerous products on their platforms, the E
www.reuters.com
Shein: Chinese fashion giant re-enters India five years after ban
Shein's re-entry to the Indian market comes with strict terms, which include saving all data within the country.
www.bbc.com
Shein Reported to Face EU Investigation w/ Potential Fines
The EU is about to launch an investigation into Shein's compliance with consumer regulations,...
www.aastocks.com
Trump administration considers adding Shein, Temu to 'forced labor' list, Semafor reports
The U.S. is discussing whether to add Chinese ecommerce retailers Shein and Temu to the Department of Homeland Security's (DHS) 'forced labor' list, S
www.reuters.com
Trump administration considers adding Shein, Temu to 'forced labor' list, Semafor reports
The US is discussing whether to add Chinese ecommerce retailers Shein and Temu to the Department of Homeland Security's 'forced labo
www.thestandard.com.hk
5 years after it was banned, China’s Shein returns to India
Mukesh Ambani’s Reliance Retail will pay a licence fee to use Shein’s brand name, according to people with direct knowledge of deal.
www.scmp.com