Cross-border Daily Briefing 2026-08-25

📋 Cross-border Seller Daily | 2026-08-25

⏰ 30-Second Overview

• •🔥 US tariffs combined with competitors' price cuts squeeze profits from both sides; immediately recalculate costs and adjust pricing or supply chains
• •⚠️ Amazon reportedly sent warning letters to sellers, forcing them not to sell at lower prices on platforms such as Temu
• •⏰ TikTok Shop US Black Friday 90-day preparation has begun; official encourages AIGC and other new tactics to capture traffic
• •🇪🇺 EU's July 1 tariff policy landed, causing customs delays and higher costs; be sure to verify tax numbers and declaration accuracy
• •📦 US CBP updates Section 321 low-value shipment declaration test; declaration process for packages under $800 changes

🔴 Key Focus

US tariffs surge 104%, sellers need to urgently adjust strategy

US tariffs have risen sharply, and some competitors are cutting prices to grab volume, severely squeezing sellers' profit margins. It is recommended to immediately start cost recalculation: check the latest tariff rates, logistics fees, platform commissions, and recalculate the true profit margin of each product line; decisively adjust pricing or suspend promotion for SKUs with negative margins, and prioritize cash flow. Also evaluate third-country transshipment or local assembly options to avoid being dragged into a price war in the current environment.

⏰ Act Now

EU July 1 tariff policy takes effect, logistics companies warn

The EU tariff policy has officially taken effect, with multiple logistics companies warning of customs clearance delays and increased inspection rates. Sellers must immediately check the EU tax numbers (EORI/IOSS), HS code classification, and declared value of products on sale, and confirm with logistics providers the response plans for current shipping channels to avoid goods being held at customs and incurring extra storage fees.

⏰ Act Now

Amazon forcing sellers to take sides? Warning letters mandate choosing one

Amazon has reportedly sent warning letters to some sellers, requiring them not to sell the same products at lower prices on platforms such as Temu, otherwise they may face traffic demotion or account penalties. Multi-platform sellers must immediately review pricing strategies across channels and assess the risk of "same product, different prices"; if insisting on multi-platform sales, it is recommended to differentiate product details to avoid being automatically crawled by price comparison systems.

⏰ Act Now

TikTok Shop US Black Friday 90-day preparation kicks off

TikTok Shop US has officially entered the 90-day countdown to Black Friday, with official encouragement of AIGC content production, short-video + live-streaming combos, and other new tactics, along with a series of training resources. Sellers should immediately formulate Black Friday product selection and stocking plans, prioritize holiday gifts, DIY crafts, home decor and other historically explosive categories, produce short-video assets in batches in advance, and use AIGC tools to reduce content production costs.

⏰ Act Now

CBP low-value Entry Type 86 test update

US Customs has updated the Section 321 low-value electronic declaration test, further clarifying exemption rules, declaration field requirements, and non-compliance consequences for packages under $800. Sellers using direct mail small parcel models must immediately check whether existing declaration processes align with the latest test rules, focusing on consignee information and accuracy of product descriptions, to avoid inspections or fines due to declaration defects.

⏰ Act Now

📌 Worth Noting

Platform News

• •TikTok launches search ads — Some sellers saw conversion rates increase by 6x in tests; recommended to seize search traffic dividends (Hugo Cross-border-TikTok)
• •Shopee Indonesia local seller service fees cut by up to 50% — Local store commission expenses decrease, improving profit margins (Seller Home)
• •TikTok Shop Europe cross-border "Pilot Plan" — New sellers get traffic and commission support; window period to expand in Europe (TT123)
• •SHEIN three entry modes explained — Fully managed / semi-managed / third-party seller models each have pros and cons; choose based on supply chain capabilities (Hugo Cross-border)
• •TikTok Shop UK sellers exceed 300,000 — Live commerce expands in Europe but competition intensifies; need differentiated operations (Hugo Cross-border-TikTok)
• •Amazon becomes the highest-commission platform in the Netherlands — European sellers need to recalculate profits and adjust pricing or platform layout (Seller Home)
• •Amazon new seller numbers drop sharply — Competition may ease; existing sellers can seize the window to optimize operations (Full-Time FBA)
• •Amazon Hong Kong company sellers widely trigger address verification — Hong Kong entity sellers need to complete physical business address verification as soon as possible (AMZ123)

Compliance & Regulations

• •European lithium battery TIC certification countdown — Products may be delisted after September 30 if non-compliant; lithium battery sellers check immediately (AMZ123)
• •US sellers need to confirm importer of record identity — IOR non-compliance may lead to cargo detention or fines; three-step self-check recommended (Seller Home)
• •General Administration of Customs issues cross-border e-commerce favorable policies — Customs clearance process optimized, declaration procedures simplified, compliance costs reduced (Hugo Cross-border)
• •Shenzhen tax bureau cracks down on collecting payments through private accounts — Cases of private account collections being investigated serve as warnings; be sure to standardize payment collection channels (Seller Home)
• •TEMU UK/EU responsible person enforcement mandatory — All products must complete UK/EU responsible person compliance or face delisting (Hugo Cross-border)
• •Singapore company sued for "origin laundering" to evade tariffs — Transshipment trade compliance risks rise; pay attention to origin declarations (AMZ123)
• •Vietnamese police bust fake beef jerky live-streaming chain — Live-stream selling counterfeits faces legal risks; strictly control supply chain compliance (TT123)
• •US HFC refrigerant phase-down regulation — Supply chain costs for refrigerant-containing products will rise; adjust product lines in advance (Federal Register)

Logistics & Warehousing

• •Amazon Prime Air plans to cover 500 towns by 2026 — Small and light items may benefit from improved drone delivery speed (Full-Time FBA)
• •Cainiao increases overseas logistics infrastructure — Self-developed automation equipment deployed; cross-border logistics time expected to improve (TT123)
• •Russian border invests 17 billion rubles in cross-border logistics center — Russia-bound sales logistics may improve, but watch geopolitical risks (Seller Home)
• •eBay some USPS shipping rates cut on August 22 — Related category sellers see lower logistics costs (AMZ123)
• •Thailand floods cause logistics delays — Shopee relaxes fulfillment deadlines for affected sellers; Thai sellers report promptly (AMZ123)

Market Trends

• •Indonesia FMCG e-commerce transaction value reaches 88.4 trillion rupiah — Shopee and TikTok Shop together account for 99% share; entry should focus on dual platforms (TT123)
• •TikTok Shop beauty category exceeds $2.08 billion — The platform's largest category; beauty sellers can increase investment (TT123)
• •DIY bead Christmas tree goes viral on TikTok US — GMV exceeded 2 million within one week of listing; holiday DIY categories should be planned early (AMZ123)
• •Christmas card book sells 7,045 orders in 7 days on TikTok US — Short-video conversion is efficient; refer to for holiday product selection (TT123)
• •Yiwu sunglasses baseball cap goes viral on TikTok — Affordable fashion accessories have burst potential on short-video platforms (AMZ123)
• •US Q2 e-commerce sales reach $329.5 billion — Up 12.4% year-on-year, overall market continues to grow (AMZ123)
• •Temu, AliExpress, Shein account for 75% of Israel online orders — Amazon's market share drops to 6%, Middle East market landscape changes dramatically (AMZ123)
• •Ozon Global opens Uzbekistan to Chinese sellers — New market expansion opportunity in Central Asia (Hugo Cross-border)
• •Yandex opens order-taking channel for sellers without websites — Can sell directly in Russia without an independent site (AMZ123)
• •Large number of Amazon sellers collectively sell stores — Industry structural adjustment signal; evaluate acquisition opportunities cautiously (AMZ123)
• •US-Canada trade talks break down, 50% tariff effective — North America supply chain costs under pressure; sellers involving Canada transshipment need to recalculate (AMZ123)
• •2027 Japan cross-border e-commerce four major trends — Localization closed loop and compliance become entry keys; Japan site needs early layout (TT123)

💡 Today's Insight

Today's information is highly concentrated on two lines: "profit defense" and "peak-season scramble". On one side, US, EU, and US-Canada tariffs and compliance costs are rising across the board; on the other, TikTok Black Friday preparation and Amazon price control signals. The core judgment is that the fault tolerance of cross-border business is rapidly declining, and the extensive model of listing everything and indiscriminately distributing across platforms is being squeezed by platform policies and compliance costs from both directions. It is recommended to do two things today: ① Pull out the full SKU profit table and mark all products whose profit margins fall below 15% after tariff/compliance impact; cut what should be cut. ② Lock in the TikTok US Black Friday content schedule this week, don't wait for the official rhythm — historical data repeatedly proves that TikTok big promotion bursts are concentrated on short-video assets seeded early; one step late and traffic costs double.

Generated by AltoSea Intelligence | Covering 9 overseas information sources

👉 Full daily report: https://aitosea.ai/daily-reports/2026-08-25