Cross-Border Daily 2026-10-26

📋 Cross-border Seller Daily | 2026-10-26

⏰ 30-Second Brief

• •🇺🇸 US de minimis exemption policy tightened across the board: administrative duty-free treatment for goods under $800 via non-postal channels is suspended indefinitely; affected sellers must immediately switch logistics or adjust pricing
• •🇪🇺 TEMU mandates that all products submit UK/European Authorized Representatives; non-compliant products may be delisted at any time. Sellers on TEMU should check compliance status today
• •⚠️ New dangerous goods rules effective today, October 26; 3C category (battery/magnetic) sellers must confirm compliance documents have passed review
• •📦 Europe FBA fuel surcharge will rise to 2% on November 2, compounding EU import taxes and further squeezing Europe site profits
• •🎯 TikTok Shop to invest 1 billion in European Black Friday subsidies; Europe site sellers should stock up and secure positions during the bonus window

🔴 Key Focus

US indefinitely suspends non-postal de minimis exemption; US direct mail small parcel costs rise sharply

CBP has indefinitely suspended administrative duty-free entry for goods ≤$800 on all transport modes except the international postal network, requiring formal or informal entry; it also proposes to remove duty-free eligibility for certain goods affected by trade/national security actions and to mandate declaration of 10-digit HTSUS codes. This means Chinese sellers shipping direct mail small parcels via commercial express (DHL/FedEx/UPS) will directly face increased tariffs and customs clearance costs, weakening the price advantage of low-value goods. Recommendations: ① Immediately calculate tariffs and customs fees for existing SKUs under the "no exemption" scenario; ② Prioritize switching to postal channels (EUB/China Post small packets); ③ For fast-moving products, consider stocking overseas warehouses to avoid small parcel clearance risks at the source.

⏰ Policy already in effect; related CBP proposals are in public comment period

TEMU mandates all products submit UK/European Authorized Representatives; non-compliance faces delisting

TEMU platform requires all products (especially those with CE marking) to provide a UK Authorized Representative (UK Rep) and an EU Authorized Representative (EU Rep), otherwise products will be delisted. This is a critical stocking period before the year-end promotion; once delisted due to compliance issues, the loss far exceeds registration costs. Recommendations: ① Immediately check whether all products in the store have completed UK/EU Rep registration; ② Prioritize high-sensitivity categories such as electronics, toys, personal care; ③ After registration, ensure backend information matches label information to avoid review rejection.

⏰ Enforcement ongoing; delisting may occur at any time

New dangerous goods rules take effect today, October 26; 3C sellers should verify compliance documents immediately

Starting today, new dangerous goods rules are officially implemented; categories such as batteries, magnets, and liquids must provide complete compliance documents (UN38.3 report, MSDS, etc.), otherwise they will face delisting or platform sales restrictions. 3C is a main category in cross-border e-commerce, with wide impact. Recommendations: ① Today, check all battery-containing products against each platform's dangerous goods classification rules; ② If documents are missing, immediately contact testing agencies for expedited processing; ③ Complete review before peak season to avoid being blocked during promotions.

⏰ Effective October 26, 2026 (today)

TikTok Shop invests 1 billion in European Black Friday subsidies; Europe site sellers should seize positions quickly

TikTok Shop announced it will invest 1 billion in subsidies during European Black Friday, covering traffic support, discount subsidies, etc., and the fully managed model covers 16 countries for the first time. This means the platform is spending heavily to grab European market share, creating a low-cost volume window for Europe site sellers. Recommendations: ① Immediately confirm whether the store meets Black Friday campaign registration thresholds and complete submission; ② Optimize main images, titles, and pricing for the European market, prioritizing high-conversion traffic-driving products; ③ Shift ad budgets toward Black Friday timing, leveraging platform subsidies to amplify ad efficiency.

⏰ Black Friday promotion season about to begin; register as soon as possible

Europe FBA fuel and logistics surcharge to rise to 2% on November 2

Amazon Europe FBA fuel and logistics surcharge will increase from 1.5% to 2% on November 2. Combined with the EU import tax's dampening effect on low-price goods (SHEIN/Temu Germany Q3 revenue fell 36% year-on-year), Europe site sellers face increasing logistics costs and pricing pressure. Recommendations: ① Recalculate duty-paid costs and FBA fees for each SKU in Europe; ② For fee-sensitive low-price goods, evaluate switching to China-Europe Railway Express + third-party overseas warehouses or adjust pricing; ③ Use the window before the price increase to replenish inventory and lock in current rates.

⏰ Effective November 2, 2026

Shopee Malaysia adds cancellation time window for Instant Delivery orders

Shopee Malaysia has added an order cancellation time window for Instant Delivery; cancellations beyond the time limit will incur penalties or affect store metrics. Sellers doing local fulfillment in Malaysia should promptly understand the specific time values and sync them to operations and warehouse teams. Recommendations: ① Log in to Seller Center today to check the new rule announcement and clarify cancellation time limits for each category; ② Optimize order notification processes to ensure warehouse confirmation within the window; ③ If unable to stably meet the time limit, temporarily disable Instant Delivery to reduce triggers.

⏰ Already in effect; complete process adaptation this week

US tariffs surge to 104%; US-bound sellers must initiate comprehensive cost reassessment

US tariffs on some Chinese goods have been sharply raised to 104%; combined with the recent tightening of low-value duty-free allowances, US-bound sellers are facing a dual cost squeeze of "tariff + logistics" while some peers still compete on low prices. Three self-rescue paths are recommended: ① Supply chain side — evaluate the feasibility and compliance risks of transshipment or assembly in third countries; ② Product side — differentiate and upgrade, avoiding categories dominated by pure price wars; ③ Pricing side — decisively raise prices for high-tariff goods while strengthening non-price competitiveness (content, services, brand story).

⏰ Already in effect

EU import tax suppresses low-price platform revenue; SHEIN/Temu Germany Q3 revenue fell 36% year-on-year

After the EU import tax took effect, SHEIN and Temu's Q3 revenue in Germany dropped 36% year-on-year. In France, active users fell sharply under the combined effect of small parcel taxes and fast fashion taxes (Temu -37% month-on-month, SHEIN -23%). This confirms that the existing logic of the "low-price direct mail" model in Europe is failing. Recommendations: ① Europe site sellers should re-examine pricing and logistics structures, no longer relying solely on low-price small parcels; ② Those with conditions should deploy EU overseas warehouses/bonded warehouses to reduce per-unit tax costs; ③ Adjust categories toward mid-to-high ticket and strong repurchase directions to avoid head-on collision with platform low-price traffic.

⏰ Ongoing monitoring

US proposes new entry process for low-value goods with stricter data requirements

CBP proposes to create a new entry process for low-value goods, requiring additional data elements to verify duty-free eligibility and combat high-risk goods such as fentanyl; it also modifies the Section 321 data pilot, adding optional data elements and expanding participation. The trend is clear: low-value declarations are becoming less "easy," and non-compliant data will be held at customs. Recommendations: ① Sellers using Type 86 simplified entry should check data completeness; ② Monitor pilot expansion and adapt to more granular declaration requirements in advance; ③ Confirm with customs brokers whether existing data interfaces can meet new field requirements.

⏰ Proposal in public comment period; pilot extended to August 2025 (subsequent policies require continuous tracking)

📌 Worth Watching

Platform Updates

• •TikTok further relaxes image-text cart permissions — Lower threshold for US image-text shopping, suitable for small and medium sellers with limited operational capacity to run volume at low cost (Cifnews-TikTok)
• •Shopee Thailand cross-border site sets hard fast-delivery metrics for preferred sellers, first round of delisting completed — Thai site preferred status strongly tied to fulfillment timeliness; those failing standards will be stripped of badge (AMZ123)
• •Ozon discontinues partner logistics channels, unifying switch to self-operated OGL from November 1 — Russian site logistics model changes; sellers using Ozon need to re-integrate labels and shipping processes (AMZ123)
• •Malay Chamber of Commerce calls for postponing TikTok Shop commission adjustment; skincare category commission to rise to 14.04% — If implemented, it will significantly raise skincare category operating costs; affected sellers should calculate in advance (TT123)
• •Amazon sends warning letters enforcing "either-or" choice — Involves platform side-taking pressure; multi-platform sellers should watch account association risks (Cifnews)

Compliance & Regulations

• •US revises Section 321 low-value goods ACE Entry Type 86 test — Clarifies exemption rules and violation consequences; sellers using Type 86 need to recheck compliance (Federal Register)
• •Vietnam tax authorities clarify that Shopee affiliate marketing commission taxation depends on contract relationship — Sellers doing affiliate marketing need to determine tax obligations based on contract nature (AMZ123)
• •Saudi Arabia mandates e-commerce contract transparency, must display total price including tax and delivery fees — Middle East site product pages and checkout pages need display logic adjustments (AMZ123)
• •Ghana to impose real-time 20% withholding tax on cross-border digital services from October 15 — Sellers with Ghana digital service income should watch withholding impact (AMZ123)

Logistics & Warehousing

• •Best Express cross-border domestic pickup volume increased nearly 10x year-on-year; 59 distribution centers set up cross-border receiving windows — Domestic pickup capacity enhanced; can be a backup logistics provider (AMZ123)
• •Benelux recyclable e-commerce packaging pilot achieves 80% recovery rate — EU environmental packaging policy tightening; evaluate recyclable solutions in advance (AMZ123)

**Payments & Finance