特朗普關閉貿易漏洞 影響Temu、Shein及亞馬遜業務
美國總統特朗普近日宣佈關閉一項允許低價值包裹免稅進入美國的貿易漏洞，此舉將對中國電商平台Temu、Shein及亞馬遜的Haul業務造成影響。這些平台依賴「de minimis」豁免條款，將低價商品從中國運往美國，從而保持價格競爭力。根據美國國會報告，Temu和Shein佔據了美國每日通過此條款進口包裹的30%以上。
特朗普的決定是其實施對中國加徵10%關稅的一部分，這將導致這些平台的商品價格上漲。分析師指出，Temu和Shein已採取措施應對，包括從中國以外地區採購商品、在美國建立倉庫以及增加美國賣家比例，以減輕影響。然而，小型和中型線上零售商可能因無法承受成本上升而面臨更大壓力。
Temu和Shein近年來在美國迅速擴張，主要依賴低價商品吸引消費者。儘管這些平台因供應鏈中的勞工權益和環境問題受到批評，但專家認為，關稅不會削弱美國消費者對低價商品的熱情，反而可能進一步鞏固這些平台在市場中的地位。
與此同時，歐盟也開始對Shein和Temu等平台加強監管，擔心這些平台銷售的產品存在安全隱患並對本地競爭者造成不公平競爭。儘管如此，消費者對這些平台的依賴依然強勁，許多人認為低價商品是經濟壓力下的必要選擇。
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
Bloomberg Asia
Bloomberg delivers business and markets news, data, analysis, and video to the world, featuring stories from Businessweek and Bloomberg News
www.bloomberg.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
USPS Halts All Inbound Packages From China And Hong Kong—Here’s Why It Could Affect Temu And Shein Orders
The move will likely have an impact on e-commerce platforms like Shein and Temu, along with operators of drop shipping businesses.
www.forbes.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
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
USPS, in reversal, resumes accepting packages from China and Hong Kong
The U.S. Postal Service reversed a Tuesday decision that could have blocked or delayed parcels from Shein, Temu and other companies from entering the
www.washingtonpost.com