Supply Chain Disruption
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U.S. Cuts Tariffs on Small Packages, But the Golden Age for Cross-Border Sellers Ends
The U.S. adjusted small parcel duty rules, imposing a 54% tariff on Chinese shipments under $800 while retaining $100 duty exemptions, following initial proposed 120% supertariffs. Platforms like Temu and Shein rapidly adapted fulfillment strategies—phasing out full-management models, expanding semi-management frameworks, and deploying Y2 direct-ship systems—to mitigate compliance challenges. Merchants grapple with eroded margins and logistical pressures amid policy volatility, yet industry analysts suggest evolving trade dynamics may drive supply chain innovation, separating resilient operators from those relying on regulatory loopholes as cross-border e-commerce enters a new competitive phase.
