Cross-border Daily Briefing 2026-09-28

📋 Cross-border Seller Daily | 2026-09-28

⏰ 30-Second Speed Read

• •Amazon integrates eBay, Shopify, TikTok, and Walmart orders into Seller Central, greatly improving multi-platform seller management efficiency.
• •U.S. tariffs on Chinese goods surge 104%; rising costs plus competitors cutting prices require immediately recalculating profit models.
• •TikTok U.S. further opens photo-carousel shopping permissions and launches search ads for the first time; some sellers see conversion rates up 6x, opening a dividend window.
• •TikTok Shop Vietnam adds logistics fees for packages over 10 kg, raising costs for large-item sellers.
• •Bangkok floods cause Shopee Thailand to extend shipping deadlines; affected sellers must adjust logistics arrangements immediately.

🔴 Key Focus

Amazon integrates eBay, Shopify, TikTok, and Walmart orders into Seller Central

Amazon announced that over 95% of independent sellers operate multi-channel, and now can manage multi-platform orders in Seller Central; U.S. accounts are gradually getting free tools. Multi-platform sellers will significantly reduce cross-platform switching costs and lower the risk of missed or incorrect orders. It is recommended to immediately check whether the feature has been enabled in Seller Central and prioritize connecting the second platform with the highest order volume for testing.

Tariffs surge 104%, competitors cut prices! Three self-rescue paths for U.S. sellers

U.S. tariffs on Chinese goods have risen to 104%; combined with competitors cutting prices to grab volume, U.S. sellers' profits are squeezed from both ends. Simply raising prices may lose orders, but doing nothing expands losses. Recommendations: ① Recalculate landed costs including tariffs by SKU and mark loss-making products; ② Test small price increases on high-profit products, optimize supply chain or switch categories for low-profit products; ③ Watch for new customs policies that may reduce clearance costs.

Amazon exposed sending warning letters demanding sellers choose one platform

Reports say Amazon sent letters to sellers requiring them to "choose one" between Amazon and other platforms such as Temu, or face penalties. If true, multi-channel sellers will face platform conflict risks. It is recommended to immediately sort out sales share and profit contribution of each platform, evaluate alternatives if pressured, and follow official policy clarification; do not make hasty adjustments based on rumors.

TikTok Shop U.S. further opens photo-carousel shopping permissions

More creators and sellers can directly attach product links through image content, significantly lowering the threshold for selling. This means non-video sellers can also obtain traffic conversion at low cost. It is recommended to prepare photo-carousel sales materials this week, publish "product seeding note"-style content combined with product selling points, and seize the current traffic window with relatively insufficient supply.

TikTok launches search ads for the first time; sellers' conversion rates surge 6x

TikTok officially opens search result page ads; some sellers tested conversion rates increased 6 times. This entry has clear intent and short conversion path, and is a traffic opportunity with potentially high cost-performance. It is recommended to understand the advertising rules as soon as possible, select high-converting long-tail keywords for small-budget testing, and scale up after verifying category fit.

Bangkok floods cause Shopee Thailand to extend shipping deadlines

50 districts in Bangkok are affected; Shopee and other platforms extend seller shipping deadlines to relieve logistics pressure. Sellers who do not adjust in time may trigger performance deductions due to delayed shipping. It is recommended to immediately check store order processing time settings, proactively communicate expected delivery times with customers, and consider stocking in unaffected warehouses or using alternative logistics channels.

⏰ Impact period: during the flood

Amazon major update! Product ratings disappear, how should sellers respond?

Amazon is testing a new rating display method; some listings no longer show traditional star ratings, reducing buyer decision-making information. Conversion rates may fluctuate in the short term, and review management strategies need adjustment. It is recommended to strengthen the information density of main images and A+ pages, highlight core selling points and trust endorsements in descriptions, and monitor test coverage and conversion changes.

General Administration of Customs releases favorable cross-border e-commerce policies

New policies may involve simplifying customs clearance processes, reducing compliance costs, or expanding pilot scope. For sellers under tariff pressure, this may provide some cost offset. It is recommended to check the announcement details this week, confirm whether your category is eligible, and prioritize adjusting compliance processes to enjoy benefits early.

⏰ Watch this week's policy implementation pace

📌 Worth Noting

Platform Updates

• •Amazon new seller platform fully launched — Interface and function updates; sellers need to familiarize with new backend operations quickly (SellerHome)
• •SHEIN three entry modes detailed — Fully managed, semi-managed, and third-party seller model pros and cons; choose based on your resources (PPC.land)
• •Amazon pushes sellers to sell groceries — Platform sent emails guiding expansion into food and grocery categories; assess support opportunities (Full-Time FBA)
• •TikTok Shop UK sellers exceed 300,000 — Live commerce expanding rapidly in the UK; Chinese sellers can watch for entry opportunities (Cifnews)

Compliance & Regulations

• •TEMU UK/European Authorized Representative mandatory — All products must complete UK/European Authorized Representative compliance; TEMU sellers need immediate verification (Cifnews)
• •EU carbon tariff enters WTO expert panel review — Ruling will affect carbon costs for products exported to Europe; continue to track (Cifnews)
• •Philippines requires e-commerce enterprises to adopt electronic invoices within deadline — Sellers in the Philippines need to complete system integration within the deadline (SellerHome)

Logistics & Warehousing

• •TikTok Shop Vietnam adds logistics fee for packages over 10 kg — Large-item sellers recalculate pricing, consider lightweight packaging or overseas warehouses (AMZ123)
• •DHL e-commerce logistics five-year revenue doubling plan — Eastern Europe becomes acquisition focus; China-Europe logistics network may improve (AMZ123)
• •Shopee official overseas warehouse first-mile freight rate adjustment — Sellers using official warehouse need to update cost calculations (SellerHome)

Market Trends & Marketing

• •Middle East market 6x premium but Chinese sellers account for less than 10% — Blue ocean market; evaluate entry after compliance research (SellerHome)
• •TikTok U.S. $60 AI glasses top the charts — Cost-effective smart hardware runs through social commerce; focus on similar product selection (Cifnews)
• •TikTok U.S. new track sells $3 million in 2 months — Strong demand, but evaluate competition and sustainability (Cifnews)
• •ChatGPT advertiser growth 65% — AI search advertising strategy needs adjustment; optimize keyword structure (PPC.land)
• •Ozon automatic audience function launched — No need to manually filter audiences; Ozon sellers can try (AMZ123)
• •Southeast Asian savvy buyers to contribute $11.5 billion — In 2026 price-sensitive users account for 24%, affecting pricing strategies (AMZ123)

💡 Today's Insight

Today's information focuses on two main lines: Amazon is "co-opting" multi-channel, while TikTok is "expanding" the monetization path of content e-commerce. Amazon's integration of external platform orders essentially locks in sellers with convenience; the "choose one" warning letter, if true, shows that competition for sellers among platforms has intensified. The biggest taboo for sellers is tying their lifeline to a single platform—but they also should not blindly open multiple channels and disperse energy.

Two concrete things to do: First, immediately test Amazon's multi-channel order integration, connect the orders from your largest second platform, and use tools instead of manual work to solve multi-platform management. Second, make TikTok photo-carousel shopping and search ads must-test items this week; both features are in early stages, traffic cost is likely lower than mature channels, get them working before scaling. As for the 104% tariff pressure, stop the bleeding in the short term through price increases and cost accounting, and in the medium term, the supply chain and pricing model must be redone; there is no shortcut.