Cross-border Daily Briefing 2026-09-30

📋 Cross-border Seller Daily | 2026-09-30

⏰ 30-Second Overview

• •TEMU now mandates EU/UK Authorized Representative for all products shipped to Europe; non-compliant listings will be removed, so sellers must check their backend today.
• •Russia will raise tariffs on health supplements from unfriendly countries to 35% starting October 2; affected sellers should adjust pricing immediately.
• •Amazon is integrating orders from eBay, Shopify, TikTok, and Walmart into Seller Central; multi-channel sellers should try it now.
• •TikTok Shop's fully-managed model now covers 16 countries for the first time, plus US image-text cart permissions are expanded; seize the opportunity before Black Friday.
• •The US and China plan to establish a trade committee to reduce tariffs on $60 billion worth of goods; keep tracking the window for product selection adjustments.

🔴 Key Focus

TEMU Sellers Must Know: EU/UK Authorized Representative Mandatory for All Products

TEMU requires all products shipped to Europe to provide EU/UK Authorized Representative information; non-compliant products will be removed. This means any active listings sold to the EU and UK that have not completed authorized representative registration face removal risk, and platforms usually conduct concentrated cleanups before peak season. It is recommended to log in to the backend today to check the status of all European listings, prioritize top-selling links for unregistered ones, and simultaneously sync the EU/UK Authorized Representative information to packaging and product labels to avoid customs inspection delays.

⏰ Execute immediately

Russia to Raise Tariffs on Health Supplements from Unfriendly Countries to 35% from October 2

Russia announced that from October 2, tariffs on health supplements imported from unfriendly countries will be sharply increased to 35%. This is a direct cost shock for Chinese health supplement export sellers; existing pricing models may completely fail, with profits severely eroded or even negative. Affected sellers should complete three things before tomorrow: ① urgently calculate in-transit and inventory costs; ② evaluate room for price increases or switch to alternative markets such as Central Asia and the Middle East; ③ consider localized production or third-country transshipment in the medium to long term, and do not passively absorb tariff costs.

⏰ Effective October 2

Amazon Integrates Orders from eBay, Shopify, and Other Platforms into Seller Central

Amazon has integrated order management from eBay, Shopify, TikTok, and Walmart into Seller Central, with US accounts gradually getting free access. For over 95% of sellers who operate multiple channels independently, this is equivalent to saving an ERP module, allowing management of multi-platform orders from one backend. Sellers who have not received access should proactively monitor official announcement areas; those already onboard should immediately authorize multi-platform accounts, synchronize inventory and order aggregation logic, and reduce cross-platform missed orders and overselling risks.

⏰ US accounts rolling out gradually

Russian E-commerce Platform Comprehensive Fees Rise to 42% of Seller Revenue

Comprehensive fees on Russian e-commerce platforms rose from 27% to 42% as a share of revenue, an increase of 15 percentage points in one year. This means sellers take home significantly less per order, and low-margin categories may already be near breakeven or losses. All sellers operating in Russia should recalculate unit profit models this week using the 42% fee rate, while also watching the combined effect of M.Video's commission increase on October 1, and prioritize cutting high-fee, slow-moving SKUs.

TikTok Shop Fully-Managed Model Covers 16 Countries for the First Time, Black Friday Campaign Approaching

TikTok Shop's fully-managed model has expanded to 16 countries for the first time, overlapping with the Black Friday promotion period. For sellers with strong supply chain capabilities but weak content capabilities, this is a low-barrier entry into TikTok e-commerce—the platform handles operations and fulfillment while you only supply goods. It is recommended to immediately contact TikTok Shop business development managers to understand fully-managed entry standards and commission structures, prioritize reporting evergreen Black Friday categories (home, beauty & personal care, consumer electronics accessories), and evaluate channel conflicts between fully-managed and self-operated stores.

TikTok Shop US Further Expands Image-Text Cart Permissions

TikTok Shop US has further relaxed image-text content cart permissions, allowing more creators to sell through image posts. Image-text content costs far less to produce than video, but conversion efficiency is rapidly improving, especially friendly for new product testing and fast-moving consumer goods. It is recommended to start image-text selling tests this week: select 3-5 high visual impact products, batch generate high-quality image-text content, proactively connect with small and medium creators who already have permissions for distribution, and seize the platform traffic bonus window.

US and China Establish Trade Committee, Plan to Reduce Tariffs on $60 Billion in Goods

The US and China announced the establishment of a trade committee and plan to reduce tariffs on $60 billion worth of goods, a rare substantive trade easing signal since 2018. If implemented, categories previously hit hard by additional tariffs (home goods, textiles, some consumer electronics) will directly benefit with significant profit elasticity. Cross-border sellers should continue to track tariff lists, evaluate in advance whether their categories are covered, and watch for official announcements before November—if tariff reduction categories are confirmed, lock in low air and sea freight spots early to seize the window before slower competitors.

Amazon Tests “Test Once” Pilot to Reduce Seller Compliance Costs by up to 60%

Amazon launched a “Test Once” compliance pilot that allows a single test to meet multiple countries' requirements, reducing compliance costs by up to 60%. Currently only 30% of sellers sell in multiple countries; toys category has already started, electronics and baby products will follow by year-end, with pre-manufacturing rules implemented in 2027. For sellers planning to expand to multiple European sites, this is a tangible cost optimization tool; toy sellers in particular should proactively apply to avoid resetting certification costs after future certification system changes.

Amazon Reportedly Sends Warning Letters Forcing Sellers to Choose One Platform

Amazon is reported to have sent warning letters demanding sellers not sell at lower prices on other platforms, or face penalties. This is a major constraint on multi-channel pricing strategies, especially for sellers who simultaneously list on Temu and Shopify standalone sites. It is recommended to check account notifications and emails today for similar warnings; immediately review same-SKU pricing across platforms to ensure Amazon meets the “lowest or equal price across the web” condition; if a warning letter is received, use the platform appeal channel immediately to explain pricing logic and do not resist.

📌 Worth Watching

Platform Dynamics

• •TikTok Shop Southeast Asia 10.10 Mega Sale Coming — Subsidies increased; early registration and stocking are key (雨果跨境)
• •TikTok Shop Opens Local Managed Services in Four EU Countries — A new low-barrier path into Europe; evaluate commission and self-operation differences (雨果跨境)
• •SHEIN Opens Three Entry Modes — Fully-managed/semi-managed/self-operated each have thresholds; first assess your supply chain capabilities (雨果跨境)
• •Shopee Vietnam Revenue and Ordered Product Count Both Decline — A signal of intensifying competition in Vietnam; be cautious about additional ad spend (AMZ123)
• •M.Video Raises Seller Commissions on October 1 — Computer/tablet fee rate nearly doubles to 20%, effective today; Russia market sellers check accounts immediately (AMZ123)

Compliance & Regulations

• •India E-commerce New Rules Effective 2027 — Discount restrictions and search rules will change; sellers in India market should plan compliance in advance (TT123)
• •US Sec 321 De Minimis Exemption Indefinitely Suspended — Non-postal small package duty-free path is impacted; sellers relying on direct mail small parcels need to reassess logistics plans (Federal Register)

Logistics & Warehousing

• •TikTok Shop Southeast Asia Logistics Upgrade — “Mafaxin” subsidy threshold lowered; opportunity to obtain fulfillment subsidies at low cost (TT123)
• •JD Property Builds 150,000 m² Logistics Hub in Abu Dhabi — Delivery in 2028, a forward-looking signal for improved Middle East fulfillment capacity; watch for entry windows (AMZ123)

Market Trends

• •TikTok Shop Europe GMV 65% from UK — UK remains the main European battlefield, Spain second; prioritize local layout (AMZ123)
• •UAE E-commerce $11.5B in 2025, projected $18.3B by 2030 — Middle East growth certainty high, suitable for sellers with localization capabilities to explore (AMZ123)
• •Temu Poland Runs 8,096 Meta Ads, Ranking First — Signal of intensifying price war in Europe; control ad budget ROI (AMZ123)
• •European E-commerce Growth Drops to 5%, Eastern European Consumption Turns Negative — Adjust European market expectations; keep inventory strategy conservative (AMZ123)

Marketing & Promotion

• •TikTok Launches Search Ads for First Time; Some Sellers See Conversion Rate Increase 6x — Search traffic bonus period, suitable for keyword-oriented category sellers to test (雨果跨境-TikTok)
• •TikTok Peak Season Ad Placement Full-Stage Guide — Prepare placement rhythm and creatives before Black Friday; don't cram at the last minute (雨果跨境-TikTok)

💡 Today's Insight

Today's information has a clear main thread: European compliance thresholds and Russian operating costs are rising sharply at the same time, while platform-side tools and model innovations are reducing sellers' operational complexity (Amazon integrating multi-platform orders, TikTok Shop fully-managed 16 countries, Amazon Test Once certification). This means the space for relying on information gaps and low-price inventory dumping is further compressed; those who survive are sellers good at using platform tools to lower marginal costs.

Two specific suggestions: ① Today, prioritize the two time-sensitive tasks of TEMU EU/UK Authorized Representative and Russian health supplement tariffs—both may directly lead to listing removals or cost spirals, and belong to “do today or be passive tomorrow” tasks; ② Apply to trial Amazon's multi-platform order integration tool, a free opportunity to reduce multi-channel management costs, especially suitable for small teams doing both eBay and standalone sites.

Generated by AltoSea AI | Covering 9 overseas sources

👉 Full briefing: https://aitosea.ai/daily-reports/2026-09-30