On April 25, 2026, there is a lot of important information worthy of attention in the field of cross-border e-commerce.
First of all, today’s big news is that Temu and SHEIN US stations will increase prices by 10%-30% in response to the new tariff policy.
Starting from May 2 in the United States, the tax exemption policy for packages under $800 will be terminated, and the platform and sellers will share the cost pressure.
Starting today, prices will be raised across all categories including clothing, home furnishings, and small home appliances, with some popular items increasing by as much as 30%.
This move has weakened the advantage of the low-price strategy. Platforms such as Amazon and Walmart have seen traffic transfer opportunities. Sellers have called for accelerating the deployment of overseas warehouses.
In terms of platform focus, each platform has different actions.
Amazon AI has fully taken over the algorithm, the manual review channel has been greatly reduced, Prime Day has been advanced to June, the preparation period has been shortened by 50%, and the discount requirements have been upgraded. The US site must have the lowest price within 60 days and an additional 5% discount.
Temu European Station has tightened its scrutiny. After public account and video verification, it has added dual authentication of legal person ID card and business license, and limits new updates and traffic if the account is not passed.
TikTok Shop Southeast Asia launched the “Golden 3 Seconds” program, which rewards real-person appearances and product demonstration videos. It continues to limit the flow of static images and content without explanations, and the interaction rate increases by more than 200% within 48 hours.
Dunhuang.com launched “Excellent Products” to connect four major pallets and overseas warehouse resources. Sellers can enjoy 7-day no-reason returns and fast payment services to improve conversion and capital turnover.
In terms of logistics and supervision, freight rates in the Middle East have reached new highs, and shipping costs in the Middle East have soared three times.
The situation in the Strait of Hormuz is tense. The price of a container from Shanghai to Jebel Ali reaches US$10,000. The time limit is delayed by 15-20 days. 90% of small and medium-sized sellers have suspended taking orders.
The countdown to the EU’s new tariff policy on July 1st has begun. Packages under 150 euros will be levied a fixed tariff of 3 euros, and a processing fee of 2 euros is planned to be levied in November. Low-price platforms such as Temu have been hardest hit, and overseas warehouses have become the only way out.
9610 returns are nationwide, and reverse logistics costs will be reduced by 30% starting from April 1st. Returns in the same condition within 6 months can enjoy tax exemptions and tax refunds, and sellers can choose the customs area for return shipments.
Shenzhen Longgang released the country’s first district-level cross-border index. In the first quarter, its order volume accounted for 27.5% of the country’s total, and its GMV accounted for more than 20%. AI and compliance have become the core of corporate growth.
In terms of industry trends and market performance, AI-driven growth has become mainstream. AI digital employees have increased inquiry conversion by more than 35% and reduced labor costs by more than 30%. Yiwu’s “AI selling socks” model has become popular, and daily sales of single stores have increased by 5 times.
The A-share cross-border sector continued to be strong, with Xinghua New Materials rising by 19.99%, Antarctic E-commerce and Shuangqiang Technology rising by 10%, and industry prosperity continued to rise.
Six major platforms gathered in Jianghan, Wuhan. Amazon, Walmart, SHEIN, etc. launched exclusive investment policies to help Hubei manufacturing go overseas, and the fully managed model became a new choice for factory sellers.
