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Many Chinese e-commerce sellers have adopted the "dual clearance tax-inclusive" export model, significantly reducing costs. Under this model, logistics fees already include tariffs. Therefore, despite Trump's tariffs exceeding 100%, many logistics providers have maintained price increases at just a few dollars per pound.
For most cross-border e-commerce sellers, this tariff hike presents both "risks" and "opportunities." The "risk" lies in the actual increase in costs, while the "opportunities" include several advantages:
First, many U.S. domestic sellers plan to raise prices. In this scenario, Chinese sellers maintaining current pricing (under the dual clearance tax-inclusive model) will gain a new competitive edge. Even if they raise prices alongside U.S. sellers, their operational costs remain lower, preserving their advantage.
Second, after the cancellation of the T86 customs policy, the number of sellers using Amazon FBM or small parcel models will sharply decline. Meanwhile, platforms like Temu, which rely on the T86 model for low-price competition, will also face significant suppression. This creates a "less cutthroat" competitive environment for sellers using Amazon FBA or local warehouse models. Additionally, the rising USD exchange rate can offset some of the cost increases.
Amid the extreme instability of Trump's policies, most cross-border e-commerce sellers should adopt the attitude of "exploring cautiously while maintaining stability" to ensure sustainable operations.
If you have any questions about foreign trade website development or operations, feel free to consult EasyBao technical support via WeChat: Ieyingbao18661939702. Our staff will sincerely assist you!
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