Trump's Tariff Sledgehammer Shattered! Chinese Sellers' Ultimate Counterattack Secrets Exposed

Release Date:2025-04-23

Many Chinese e-commerce sellers have adopted the "double clearance with tax included" export model, significantly reducing costs. Under this model, the shipping fees collected by logistics companies include tariffs. Therefore, even though Trump's tariffs have exceeded 100%, many logistics providers have kept their price increases low, maintaining an increase of just a few dollars per pound.

For most cross-border e-commerce sellers, this tariff hike presents “crisis” with an “opportunity.” The “crisis” is the actual increase in costs, while the “opportunity” includes several benefits:

First, many U.S. domestic sellers plan to raise prices. In such cases, Chinese sellers maintaining their current prices (under the double-clearance model) will gain a competitive edge. Even if Chinese sellers raise prices alongside U.S. domestic sellers, their operating costs remain lower, retaining their price advantage.

Second, after the cancellation of the T86 customs policy, the number of sellers using Amazon FBM or small package models will sharply decline. At the same time, platforms like Temu, which rely on the T86 model for underpriced volumes, will face significant suppression. This shift creates a less cutthroat competitive environment for cross-border sellers adopting Amazon FBA or local warehouse models. Additionally, the rise in USD exchange rates can offset some of the cost increases.

Given the extreme instability of Trump’s policies, most cross-border e-commerce sellers should adhere to the principle of “exploring opportunities cautiously while maintaining stability” for sustainable operations.

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