Cross-border E-commerce Daily Briefing 2026-08-17

📋 Cross-border Seller Daily Briefing | 2026-08-17

⏰ 30-Second Overview

• •TEMU now requires all products to provide UK and EU Authorized Representative information; listings without uploads risk removal; TEMU sellers need to address this today.
• •Amazon's new compliance rules have officially taken effect; non-compliant listings will be blocked or removed; all sites need self-checks.
• •US tariffs on Chinese goods have surged by 104%, but a refund wave is spreading—Mlily and Zhongwang Fabric have together recovered over 24 million yuan; it is recommended to immediately check your own overpaid tariffs.
• •The US is imposing 10%-100% tariffs on drones, effective September 3; sellers in this category have about two weeks to adjust.
• •TikTok has opened search ads for the first time, with some sellers seeing a 6x increase in conversion rate; it is recommended to test quickly to capture traffic dividends.

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🔴 Key Focus

TEMU Mandates UK/EU Authorized Representative for All Products; Non-Compliance May Lead to Delisting

TEMU requires all products on the platform to provide UK and EU Authorized Representative information, enforced mandatorily. Products that have not appointed UK/EU Authorized Representatives and uploaded the information may be delisted or banned from sale, directly affecting live listings of TEMU sellers. It is recommended to immediately contact compliance service providers to appoint UK/EU Authorized Representatives for your products and complete the information upload in the backend, prioritizing best-selling products currently listed on UK and EU sites.

⏰ Execute immediately; recommend completing information collection today and uploading within this week.

Amazon New Rules Take Effect; Non-Compliant Products Blocked or Delisted

Amazon's new rules have entered the enforcement stage, and non-compliant products will be directly blocked or delisted. Listings with missing certifications, non-standard labels, descriptions inconsistent with actual products, etc., face the highest risk; once delisted, sales and ranking weight will be directly impacted. It is recommended to immediately conduct a compliance check on live listings, focusing on certifications and labels for sensitive categories such as electronics, toys, beauty, and maternal & baby products.

⏰ Execute immediately.

Tariffs Surge 104% Combined with Peer Price Cuts; Three Self-Help Paths for US Sellers

US tariffs on Chinese goods have surged by 104%, and combined with some peers cutting prices to grab volume, US sellers' profits are being squeezed from both ends. It is recommended to respond from three aspects: ① Evaluate the full-chain cost structure and make price increase or clearance decisions for low-margin SKUs; ② Shift supply chains to tariff-friendly regions such as Southeast Asia, or adjust product structure toward higher value-added categories; ③ Monitor tariff exemption and refund policy windows. Also be wary of vicious price wars and avoid unprofitable attrition.

⏰ Continuous response; recommend completing SKU margin check this week.

US IEEPA Refund Wave Spreads; Two Major Sellers Recover Over 24 Million

Mlily received a US tariff refund of 14.47 million yuan, and Zhongwang Fabric confirmed a refund of 9.68 million yuan. The IEEPA framework's refund channel is releasing in batches. If you previously imported goods through the IEEPA tariff catalog, the probability of overpaid tariffs is high. It is recommended to immediately organize import customs records from the past two years, compare against the IEEPA taxation list to identify overpayments, and entrust a customs broker or refund agent to initiate applications.

⏰ Recommend completing the check within two weeks.

Trump Signs Order to Impose 10%-100% Tariffs on Imported Drones, Effective September 3

The US is imposing 10%-100% tariffs on imported drones, potentially covering complete machines and key components. Sellers in the drone category will face significant cost increases, and some low-margin products may directly lose price competitiveness. It is recommended to immediately check whether product HS codes fall within the tariff scope, accelerate customs clearance for in-transit inventory, and evaluate price increase or supply chain adjustment plans.

⏰ Effective September 3; recommend completing product check this week.

TikTok Launches Search Ads for the First Time; Some Sellers See 6x Conversion Increase

TikTok has officially opened search ad placements. In early tests, some sellers increased conversion rates by 6x, and current competition is low with relatively cheap traffic costs. TikTok search ads have stronger intent signals, suitable for repurchase-type and solution-type products. It is recommended to set up a small-budget search ad test group this week, selecting keywords that already have organic search conversions for targeting.

⏰ Bonus period; test as soon as possible.

US Customs Updates Type 86 Low-Value Goods Entry Test; Consequences for Violations Clarified

US Customs has updated the Section 321 low-value goods entry test rules, further clarifying exemption conditions and consequences for improper conduct. Small parcel sellers using Type 86 clearance must ensure declaration information is truthful and complete; violations may lead to cancellation of clearance qualifications. It is recommended to immediately review the declaration process of your customs broker, focusing on whether product descriptions, item classification, and declared values are compliant.

⏰ Act immediately; confirm details with logistics providers.

US Accuses China of Evading Tariffs via 40 Countries; Origin Scrutiny May Intensify

The US has accused China of evading tariffs through transshipment via 40 countries, and may subsequently increase origin review and enforcement. Sellers transshipping from Southeast Asia, Mexico, etc., must ensure origin certificates are authentic and traceable to avoid customs holds or retroactive duties due to questionable origin. It is recommended to audit the transshipment segments in your supply chain and retain complete production certificates and logistics documents.

⏰ Monitor this week; track continuously.

Amazon Exposed Sending Warning Letters to Sellers; Suspected Demand for Platform Exclusivity

Amazon has sent warning letters to some sellers, suspected of requiring sellers to reduce or stop operations on other platforms (likely pointing to Temu, TikTok Shop, etc.). Multi-platform sellers face policy uncertainty; if forced to choose one platform, income structure will be directly affected. It is recommended to first verify whether you have received such notices, do not proactively submit multi-platform operation information to platforms, and assess each platform's contribution to your revenue while preparing contingency plans.

⏰ Immediate attention; observe until policy clarifies.

EU Import Supervision Continues to Tighten; Chinese Parcel Volume Drops 20%

After the EU tightened import supervision, parcel volume from China has decreased by 20%, indicating that policy implementation is materially changing logistics patterns. European site sellers face triple pressure: longer customs clearance, higher compliance requirements, and rising logistics costs. It is recommended to review whether your Europe-bound customs clearance plan is still compliant, consider increasing overseas warehouse stocking ratio, and reduce reliance on direct mail small parcels.

⏰ Act immediately; complete adjustments before Q4 peak season.

CNC Writes to Congress Opposing Cancellation of $50 Duty-Free Policy, Citing 100,000 Jobs at Risk

The US Congress is advancing legislation to cancel the duty-free policy for packages under $50. CNC has written in opposition, stating it will directly affect 100,000 jobs. If the policy lands, costs for direct mail small parcel sellers will rise significantly. It is recommended to immediately evaluate the feasibility of overseas warehouse stocking, calculate the cost difference between direct mail and overseas warehouse plans, and prioritize stock transfer for high-sales SKUs.

⏰ Policy window; recommend completing logistics plan assessment this month.

US CBP Modifies Section 321 Data Pilot; Small Parcel Declaration Requirements Refined

US Customs has adjusted the Section 321 data pilot, adding optional data elements and extending related arrangements to August 2025 (note: original text reads this way, in the 2026 context it is a continuation arrangement). The granularity of declarations for duty-free small parcel clearance has become finer. It is recommended to confirm the latest declaration field requirements with logistics providers, ensure system integration and data structure match, and avoid interception due to declaration format non-compliance.

⏰ Track continuously; stay synchronized with logistics providers.

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📌 Worth Watching

Platform Dynamics

• •TikTok Shop US Market Share Exceeds 2%, Surpassing Target — Strong growth momentum in the US, opportunities for small and medium sellers remain (TT123)
• •TikTok Shop Upgrades Fully-Managed Quality Merchant Program — Focus on supporting industrial belts and top US merchants; fully-managed sellers can watch resource allocation (AMZ123)
• •TikTok Shop Brazil Monthly GMV Exceeds $300 Million — Brazil market growing fast; watch entry opportunities and hot categories (TT123)
• •TikTok Shop UK Sellers Exceed 300,000 — UK live commerce ecosystem maturity increasing; competition intensifies (Cifnews-TikTok)
• •Shopee Indonesia Launches Local Enterprise Acceleration Program — Local sellers get preferential support; cross-border sellers need to assess category competition (AMZ123)
• •Ozon Global Opens Uzbekistan Market to Chinese Sellers — New Central Asian market window; watch early entry dividends (Cifnews)

Compliance Regulations

• •Russia Abolishes Old Certificates from September 1 — Multiple categories face certification updates; sellers involved with Russia need to complete certificate renewal this month (AMZ123)
• •Austria Leads Five Countries in Calling for Tighter Supervision of Third-Country E-commerce Small Parcels — Pressure on European small parcel duty-free policy continues to increase (AMZ123)
• •Indonesia Customs Advances Online Pre-Declaration for E-commerce Small Items — Indonesia-bound customs requirements tighten; ensure declaration information is accurate (TT123)
• •Vietnam Plans to Include E-commerce Platforms and Logistics Companies as Customs Declarants — Vietnam market compliance requirements may upgrade (AMZ123)
• •Hong Kong Banks to Report 2025 Account Data by September; CRS Risk Ignites — Cross-border sellers need to pay attention to account tax compliance (AMZ123)
• •Shein Loses Copyright Infringement Case Against Temu in UK — Platform intellectual property litigation boundaries are complex; sellers still need to self-check originality and authorization (AMZ123)

Logistics & Warehousing

• •TikTok Shop Releases US 2026 Black Friday Logistics Planning Reminder — Peak season logistics planning starts early to avoid warehouse overload (TT123)
• •DHL Accelerates Physical Network Expansion in Brazil — Brazil logistics convenience improves; small and medium sellers can get better solutions (AMZ123)
• •Shopee Brazil Launches Turbo Express Delivery — 4-hour delivery in São Paulo; logistics speed competition escalates (AMZ123)
• •Russian E-commerce Giants Jointly Seek Logistics Shock Assistance — Russian logistics disruption risk persists; sellers involved with Russia need to monitor (AMZ123)

Market Trends

• •Halloween Consumption Heat Comes Early — Q4's first sales node moves forward; recommend early planning for related product selection and stocking (TT123)
• •Pet Bathing Folding Stool Nears 10 Million Weekly Popularity on TikTok US — Pet product short-video seeding logic verified; can reference for product selection (TT123)
• •3D Football Night Light Sells Over 5,000 Units Monthly Riding World Cup Hype — Sports hotspot categories have strong explosive power; recommend combining hotspots for selection (TT123)
• •Amazon US Enters Off-Season; Traffic Stable but Conversion Collapses — Off-season requires ad strategy adjustments, focus on conversion optimization rather than new customer acquisition (AMZ123)
• •Russia's EV Charging Pile Sales Double — Chinese 7kW slow charging piles become hot sellers; watch if you have supply chain advantage (AMZ123)
• •46% of Mexican SMEs View E-commerce as Growth Core — Latin American e-commerce penetration continues to rise; can watch Mexico market layout (TT123)

Marketing Promotion

• •Google Ads to Remove Language Targeting in September — Need to adjust campaign structure in advance to avoid traffic mismatch (PPC.land)
• •Google Ads Launches AI Dashboard — Text-generated data dashboards to improve ad analysis efficiency (PPC.land)

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💡 Today's Insight

Today's core signal is: US tariff policy is simultaneously exerting force in "escalation" and "loosening" directions. On one side are the new drone tariffs and origin scrutiny; on the other, the IEEPA refund wave is landing in batches—this shows that the US tariff toolbox is being refined rather than simply escalating one-way. The practical implication for sellers is: do not blindly raise prices or contract under tariff pressure; first clarify whether you have overpaid tariffs eligible for refund and whether your products are on the new tariff list, and make decisions based on data.

Another trend worth noting is that compliance pressure has risen from the platform level to the customs clearance level. TEMU's UK/EU Authorized Representative requirement, Amazon's new rules, Type 86 test updates, and EU small parcel supervision tightening are essentially the same thing—the window for disorderly low-value small parcel clearance is closing. If you still rely on the direct mail small parcel model, the logistics uncertainty in Q4 peak season will be very dangerous. It is recommended to complete two things this week: ① Organize US import customs records from the past two years and check IEEPA refund space; ② Do a "direct mail vs. overseas warehouse" cost and lead time comparison for peak season main SKUs, and move high-risk categories over in advance.