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Other CategoriesRecently, developed economies such as Europe and the United States have implemented a series of restrictive measures on cross-border e-commerce, and these measures have a very clear targeting towards China's cross-border e-commerce industry. However, the policy containment promoted by some people in Europe and the United States may affect the existing model of "direct mail with tax exemption and profit-making", but it cannot fundamentally shake the trend of Chinese products going global, nor can it change the strong resilience of China's cross-border e-commerce.
From the policy perspective, France introduced the "Anti-Superfast Fashion" bill at the end of June, imposing discriminatory restrictions on Chinese-funded cross-border e-commerce platforms. The European Union cancelled the tax exemption for small packages starting from July 1st and imposed fixed tariffs. The U.S. Consumer Product Safety Commission (CPSC) launched a new regulation of comprehensive electronic filing (eFiling) that will come into effect on July 8th, requiring regulated consumer products to submit compliance certificate data through the customs system before arriving at the port.
In the context of weak global economic recovery and the prolonged impact of conflicts in the Middle East, this round of policy adjustments by Europe and the United States has complex backgrounds and characteristics.
Although the policies of the West and Europe are aggressive, their negative impacts are also obvious. For consumers in the West and Europe, the overall cost per item will increase significantly. The additional tariff costs are likely to be passed on to the end consumers eventually, with low-income groups being the ones most directly affected. Against the backdrop of persistently high inflation in the Eurozone and near-stagnation in the recovery of household real income, taxing small packages has the intention of balancing trade protection and avoiding excessive inflationary stimulation. However, the cost is that it further weakens the purchasing power of low-income families. At the same time, for the world economy, the simultaneous tightening of low-value package policies by the West and Europe has brought a shock to the liberalization of global digital trade, challenged the non-discrimination principle of the multilateral trading system, narrowed the path for developing countries to participate in globalization through cross-border e-commerce, and may also cause the global inflation level to rise accordingly.
Data from the General Administration of Customs shows that in the first half of this year, China's cross-border e-commerce exports to overseas warehouses increased by 3.3 times. This growth rate indicates that the switch in the fulfillment method was not a slow process of adaptation but a rapid leap. In recent years, the scale of overseas warehouse orders has continued to grow significantly, and the leading platforms have continuously expanded their overseas warehouse networks and intensified the construction of local fulfillment systems. Under the promotion of government policies, overseas warehouses are transforming from a single storage function to a "end-to-end" comprehensive service full chain, becoming a new type of infrastructure for foreign trade with comprehensive service functions; some overseas warehouses can provide multiple services such as exhibitions, after-sales, and maintenance for enterprises going global, and打通 the "last mile" for enterprises to go global.
China's complete industrial system， flexible supply chain response， and continuous digital operation capabilities will not disappear due to tariff thresholds or compliance reviews. China's true competitiveness does not lie in the duty-free channel， but in the manufacturing itself. The restrictions of the West and Europe may change the way goods reach consumers， but they cannot change the real demand of global consumers for China's high-quality and cost-effective products， nor can they change the indispensable position of Chinese enterprises in the global supply chain. The resilience of Chinese cross-border e-commerce is far beyond the expectations of some people in the West and Europe regarding the effect of policy containment.
