Cross-border Daily Briefing 2026-07-24

📋 Cross-border Seller Daily Briefing | 2026-07-24

⏰ 30-Second Overview

• •U.S. indefinitely suspends tax exemption for non-postal small packages; small package direct mail must switch to formal customs clearance or overseas warehouses
• •Amazon warns sellers not to sell at lower prices on other platforms, starting a forced "either-or" policy
• •TEMU requires all products to provide UK and EU Authorized Representatives, or face delisting
• •U.S. 10% temporary tariff expires today, plans to impose new tariffs of up to 12.5% on many countries
• •TikTok's new U.S. plan takes effect; operational rules in the U.S. may change

🔴 Key Focus

U.S. Customs Indefinitely Suspends De Minimis Exemption for Non-Postal Small Packages

The U.S. CBP has indefinitely suspended the tax exemption for shipments valued under $800 through non-postal channels, effective immediately. All commercial express parcels from DHL, UPS, etc. must undergo formal customs clearance. Costs will rise and clearance times will extend, dealing a fatal blow to the traditional small package direct mail model. It is recommended to switch to China Post small package lines today, or immediately transfer high-velocity SKUs to U.S. overseas warehouses for backup.

⏰ Effective Immediately

Amazon Warning Letter: Mandatory Requirement Not to Sell at Lower Prices on Other Platforms

Amazon has sent warnings to a large number of sellers that if product prices on other platforms are lower than on Amazon, they will face traffic penalties or even account suspension. Multi-platform sellers must immediately review pricing across all channels to ensure Amazon prices are not higher than other platforms. Those who have received warnings must complete price adjustments and submit compliance proof within 3 days.

TEMU Mandates EU/UK Authorized Representatives for All Products

TEMU has issued a notice that all products must provide EU Responsible Person and UK Responsible Person information; non-compliant items will be immediately delisted or sales restricted. Sellers who have not yet obtained EU/UK representatives must contact compliance service providers today. The registration cycle usually takes 5-7 days; submit the application receipt first to prevent system misjudgment.

U.S. 10% Temporary Tariff Expires Today, New Tariffs Imminent

The 10% temporary tariff on China has expired today. The U.S. Trade Representative's office hinted at possibly initiating a Section 301 investigation and imposing additional tariffs of 10%-12.5% on goods from many countries. FBA ocean freight goods in transit will be taxed at the rate on the arrival date, with no way to avoid it. Immediately pull profit statements for all SKUs sold in the U.S., perform stress tests assuming tariffs rise to 15%, and recalculate the cost of restocking for the second half of the year.

⏰ July 24

TikTok's New U.S. Plan Takes Effect, Sellers Face Three Major Impacts

TikTok's new U.S. operational plan has officially taken effect, involving equity adjustments and changes to operational rules, directly impacting TikTok Shop's commission structure, data compliance requirements, and platform registration qualifications. TikTok sellers operating in the U.S. must urgently review the terms in the new plan regarding seller qualifications and fund settlement cycles, and assess whether they need to change their operating entity.

Shopee Malaysia Local Stores Add Platform Support Fee

Effective today, Shopee Malaysia local stores will charge an additional platform support fee of RM0.50 per completed order, with a temporary exemption for new sellers whose monthly sales fall below the threshold. Sellers operating in the Malaysian market must incorporate this new fee into their cost calculations today and evaluate whether to increase prices or switch to higher-margin SKUs.

Amazon North America Tightens Compliance Requirements for Lithium Battery Small Appliances

Small appliances containing lithium batteries are required to submit UN38.3 test summaries, MSDS reports, and FCC/SDoC certifications in the backend; products that fail review will be removed within 7 working days. Sellers in related categories should immediately check the validity of compliance documents and promptly obtain any missing ones to avoid having to rebuild listings from scratch after removal.

📌 Worth Noting

Platform Updates

• •Amazon removes product rating display — Conversion rates may fluctuate significantly; closely monitor official announcements (Hugo Cross-border)
• •Amazon launches billion-level seller support program — Head competition intensifies; regular sellers need to watch for traffic favoritism (Seller's Home)
• •Lazada Thailand to increase commission by 4.5% from August 1 — Profit margins narrow; need to optimize product structure in advance (AMZ123)
• •Ozon Global opens Uzbekistan market to Chinese sellers — New Central Asian site; can wait and see logistics and payment conditions (Hugo Cross-border)
• •Wildberries initiates compensation for 88,000 sellers — Warehouse risks differ; Russian region sellers should monitor agreement changes (AMZ123)
• •AliExpress Japan launches new overseas mandate policy — 0 deposit entry + 15-day payment cycle, suitable for testing the Japanese market (AMZ123)

Compliance Regulations

• •Vietnam tax authorities require small and medium sellers to issue e-invoices for each transaction — Platform data cannot substitute; adjust financial processes as soon as possible (AMZ123)
• •Philippines accuses multiple platforms of selling mercury-containing whitening products — Beauty sellers self-check ingredients to prevent delisting (AMZ123)
• •EU new customs policy effective July 1 — Customs clearance delays are frequent; recheck logistics declarations to avoid seizure (Hugo Cross-border)

Logistics & Warehousing

• •US route 2R code prohibited for multiple batches of goods — Immediately verify HS code consistency with actual goods (AMZ123)
• •Cainiao Europe G2G logistics upgrade — Delivery to Eastern Europe shortened to 4-6 days, can optimize pan-European logistics solutions (AMZ123)
• •Germany cracks down on low-cost overseas warehouses — Sellers using non-compliant warehouses face joint liability risks; recommend verifying warehouse qualifications (AMZ123)
• •Maersk pilots door-to-door logistics in Italy — Improves last-mile efficiency, suitable for sellers focusing on Europe (AMZ123)

Marketing & Promotion

• •TikTok search ads open — Some sellers' conversion rates have soared 6-fold; recommend testing precise keywords (Hugo Cross-border)
• •Google Ads mandates local inventory ads — Effective August 31, pure e-commerce sellers need to assess impact (PPC.land)
• •Google DV360 incorporates attention score into bidding — Ad performance may fluctuate; closely monitor CPC changes (PPC.land)

Market Trends

• •Brazil e-commerce expected to reach R$235 billion in 2025 — Nine consecutive years of growth; can watch for Latin America deployment window (TT123)
• •Bangladesh e-commerce penetration only 3% — Expected to reach $12.44 billion by 2029; pay early attention to emerging market opportunities (AMZ123)
• •AI smart payments expand coverage in Asia — Stripe launches new solution that can reduce payment collection costs in Southeast Asia, Japan and Korea (Hugo Cross-border)

💡 Today's Insight

Today's information consistently points to a comprehensive rise in compliance costs and drastic changes in platform rules. The U.S. tariff cliff combined with the cancellation of small package tax exemption has nearly suffocated the direct mail model; overseas warehouses are no longer optional but mandatory. Meanwhile, Amazon's forced pricing, TEMU's EU/UK representative requirements, and electronic invoices in various countries are all raising the compliance bar for small and medium sellers. It is recommended to complete three tasks this week: ① Switch all U.S. small package orders to postal or overseas warehouses; ② Review tax and qualification compliance status for all active sites; ③ Perform a dual stress test of tariffs plus commissions on core SKUs to avoid "selling at a loss".

Generated by AltoSea Intelligence | Covering 10 overseas information sources

👉 Full report: https://aitosea.ai/daily-reports/2026-07-24