Cross-border Daily Briefing 2026-09-29

📋 Cross-border Seller Daily | 2026-09-29

⏰ 30-Second Speed Read

• •Amazon sent warning letters to some sellers, requiring them to choose between Amazon and low-price platforms like Temu; multi-platform sellers need to assess risks immediately.
• •TEMU Europe site mandates UK/EU Responsible Person compliance for all products; non-completion will face delisting and sales bans.
• •Russia will impose a 35% tariff on health products from unfriendly countries starting October 2; relevant sellers need to recalculate profits immediately.
• •Flooding in 50 districts of Bangkok; Shopee and other Thai platforms extend delivery deadlines; delivery timelines need adjustment.
• •TikTok Shop Europe is offering 1 billion yuan in subsidies for Black Friday; peak season stocking and advertising windows are open.

🔴 Key Focus

Amazon sends warning letters forcing sellers to choose one platform

① Amazon sent warning letters to some sellers, requiring them to choose between Amazon and other low-price platforms such as Temu. ② Multi-platform sellers face account restrictions or penalties, especially those also operating on Temu. ③ It is recommended to immediately review revenue share across platforms and assess the impact of "choosing one" on the overall business; if Amazon is the main platform, consider pausing new product listings and aggressive advertising on competing platforms in the short term to retain negotiation room.

Amazon Seller Central integrates multi-platform orders

① Amazon Seller Central launched a new feature allowing sellers to directly manage orders from eBay, Shopify, TikTok, and Walmart. ② More than 95% of independent Amazon sellers operate across multiple channels; this feature reduces the cost of switching between backends and improves order processing efficiency. ③ It is recommended to log in to the backend this week to check whether the feature is available, run a small-scale trial before deciding whether to fully migrate order management processes, and pay attention to reconciling platform commissions and exchange rate settlement differences.

TEMU mandates UK/EU Responsible Person compliance for all products

① TEMU requires all products on European sites to provide UK/EU Responsible Person information, enforced immediately. ② Products that do not complete registration and label updates may be delisted or banned from sale, directly affecting sales continuity in Europe. ③ It is recommended to immediately initiate UK/EU Responsible Person registration (typically 3-10 working days), update product packaging and listing label information, and prioritize best-selling products and goods about to enter warehouses to avoid stockouts before peak season.

⏰ No specific deadline given; treat as "implement immediately"

Russia to raise tariffs on health products from unfriendly countries to 35% from October 2

① Russia will impose a 35% tariff on health products from unfriendly countries starting October 2. ② Export costs for related categories will rise significantly, and existing profit margins may be completely eroded or even turn negative. ③ It is recommended to immediately recalculate landed cost and retail pricing at the 35% tariff rate; consider suspending shipments for low-margin SKUs; if feasible, evaluate the feasibility and compliance risks of transshipment through third countries (non-unfriendly countries).

⏰ Effective date: October 2, 2026

Amazon Germany tightens Prime delivery standards in September, FBA/FBM sellers face upgraded assessments

① Amazon Germany tightened Prime delivery speed standards starting in September, with both FBA and FBM facing stricter assessments. ② Non-compliance will affect account performance, thus affecting Buy Box win rate and peak season traffic allocation. ③ It is recommended to immediately check delivery data for the German site over the past 30 days; FBM sellers should shorten promised delivery times or switch fulfillment channels; FBA sellers should pay attention to inbound timeliness and stock German overseas warehouses in advance for Black Friday.

All 50 districts of Bangkok affected by floods, Shopee and other Thai local platforms extend delivery deadlines

① All 50 districts of Bangkok were hit by floods, and Shopee and other Thai local platforms announced extended seller delivery deadlines. ② Logistics pickup and last-mile delivery are experiencing widespread delays; shipping according to original timelines will result in late shipment penalties or performance deductions. ③ It is recommended to proactively contact buyers to explain the situation and negotiate expected delivery times; promptly report for exemption or apply for extension in the backend; non-Thailand local warehouse sellers should suspend new order shipments until logistics recover.

📌 Worth Attention

Platform News

• •M.Video commission increase, computer and tablet category rate doubled to 20% — effective October 1, relevant sellers need to recalculate pricing (AMZ123)
• •Russia's M.Video partners with multiple parties to build unified e-commerce platform Omninet — new channel opportunity, pay attention to onboarding conditions (AMZ123)
• •Russia's three major e-commerce platforms integrate advertising backends — one-stop cross-platform advertising, improved efficiency for Russian market sellers (AMZ123)
• •Coupang testing try-before-you-pay — currently limited to first-party; sellers should monitor future return policy changes (AMZ123)
• •Amazon pushes grocery category expansion — sends emails to sellers emphasizing grocery sales points, may evaluate expansion opportunities (Full-Time FBA)

Compliance & Regulations

• •US low-value package exemption (De Minimis) suspended indefinitely — low-value package clearance methods for non-postal channels change, US-bound sellers need to watch costs and delivery times (Federal Register)
• •Section 321 data pilot expansion extended — low-value package declaration data elements adjusted, involving US customs clearance processes (Federal Register)

Logistics & Warehousing

• •TikTok Shop Vietnam adds logistics operating fee for packages over 10kg — large-item costs rise in Vietnam; recommend optimizing packaging or adjusting shipping templates (MJZJ/TT123)
• •FBA sealer packaging method tutorial — reduce packaging costs and meet inbound requirements, highly practical (Full-Time FBA)
• •DHL eCommerce aims to double revenue in five years, Eastern Europe becomes acquisition focus — Eastern European logistics capability will strengthen, sellers in emerging European markets may pay attention (AMZ123)

Marketing & Promotion

• •TikTok launches search ads for the first time — some sellers have seen conversion rates increase 6x, recommend testing search ad placements (Cifnews)
• •TikTok Shop US image-carousel listing permissions further expanded — content marketing threshold lowered, suitable for lightweight seeding and conversion (Cifnews)
• •Amazon A+ content creation tutorial — free tool to improve listing conversion rates, sellers not using it are advised to adopt (Jungle Scout)
• •Cat water fountain TikTok viral case study — 910,000 views, 15-day GMV exceeded 1.1 million, replicable product selection and content strategy (MJZJ)

Market Trends

• •TikTok Shop Europe invests 1 billion yuan in Black Friday subsidies — European sellers need to stock up in advance and plan promotional rhythm (Cifnews)
• •TikTok Shop UK surpasses 300,000 sellers — live commerce accelerates penetration in Europe, early dividend window still exists (Cifnews)
• •24% of savvy buyers in Southeast Asia will contribute $11.5 billion in 2026 — clear opportunities for cost-effective products (AMZ123)
• •Shopee Vietnam revenue decreases by 60.3 billion VND, number of products with orders drops 12% — Vietnam market competition intensifies, pay attention to profit protection (AMZ123)
• •Middle East seller case: UAE up 328%, Saudi up 1520% — worth studying Middle East market product selection and localization tactics (MJZJ)

💡 Today's Insight

Today's most core signal is: compliance threshold upgrades from "platform rules" to "sovereign state regulation" — Russia tariffs, EU Responsible Person, and US low-value package exemption suspension together mean that the cost structure of going overseas in the 2026 peak season is being reshaped, and the fault tolerance of low-price bulk listing models is rapidly narrowing.

Specific action suggestions: ① Today prioritize TEMU Europe UK/EU Responsible Person compliance, which is the most urgent compliance item with no buffer; ② Russia-bound health product sellers should remodel at the 35% tariff rate and immediately stop shipping loss-making SKUs; ③ Before Black Friday stockpiling, incorporate regional logistics risks like Bangkok flooding into multi-warehouse distribution plans, and do not bet a single overseas warehouse on a single city.