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For two reasons, the US loves Shen, Timo and Alexpress: cheap prices and fast shipping.
Trump’s prices can change.
Trump’s price orders change a long -standing shipping detection: De Minemis waiver. The rule is allowed to send a package to international exporters, which cost less than $ 800. And duty -free in the United States.
Chinese e -commerce sites have developed their big business models around this exception. Comfortable Restrictions on cheap products and tax exemptions allow for consumers to put more than one billion packages at a lower price for consumers looking for domestic goods related clothing contract.
But the Trump administration is getting rid of the clause that has made these goods so cheap and easy to reach.
“If you inspect each package, the costs for consumers will increase dramatically,” said Clark Packard, a research fellow of Kato Trade. “It is about to reduce the reception of the goods purchased.”
Currently, the US Customs and Border Protection has the power to open and inspect all international packages, though in practice it does not open everything.
Trump imposed 10 % tax on Chinese imports on Tuesday, which increased a wide range of taxes on goods from the country during his first term. – Cars and pickup trucks.
The usefulness of the US trade war against Shen and TEMU users has begun to increase. On Tuesday, the United States postal service suspended the acceptance of international parcels from China and Hong Kong until further notification. He did not provide any reason for this change, but said in A statement The flow of letters will not be affected.
The delivery of de Minemis has been going on since the 1930s, but the doorstep has increased in the past years. Packard told CNN that it aims to reduce trade and help consumers.
Revolution means that buyers do not need to fill out tired customs paperwork on small packages or pay prices.
In September 2024The Biden administration announced that it was cracking on what it called by De -Minemis waiver called abuse, saying that in the past decade, about 140 140 million in one year beyond one billion. It’s more than
This rapid increase to enforce trade laws made it more difficult and also created challenges for US workers and businesses, maintained US consumer protection laws and fought against Fanthenal trade.
The Trump administration said the suspension would stop the shipment of fantasy from Mexico and Canada in small packages.
Policy makers already want to look hard on China, said Rob Handfield, a professor of supply chain management at North Carolina State University. There are also concerns over the rapid ways of fashion workers in China in the United States, though the administration has not explained why China has been targeted.
“The de -minimus waiver is why this Chinese equipment is so cheap for our customers,” said Christopher Tang, a professor of global supply chain management at the University of California, California, Los Angeles. More than 80 % of the total shipment of US e -commerce in 2022 According to a Congress research report, there were imports of De Minhs.
“During Trump’s first administration,” Packard said, “consumers mainly showed a cost of 90 to 100 % tariffs. “” So, if it exists similarly, consumers can expect a 10 % increase when coming from China. ”
Handfield said the customs are not equipped to handle this level change, and can cause other delays.
“These operations will be terrible in terms of implementation,” said Tang.
In 2024, Timo fired an ad with a coupon and $ 14 million with coupon and cheaper during the super bowl (from $ 6.5 million to $ 6.5 million). Boston-based firm-PDD (PDD), owned by Chinese online shopping Dev Pundodo, played three advertisements and two after the game.
Whether it would This year’s Super Bowl occurred in February.
According to a Bank of America research note, reducing exemptions can significantly improve the growth of Chinese e -commerce companies. She can affect the deduction marketing budget.
Americans are accustomed to seeing Timo and Shen everywhere. According to the company’s financial reports, the revenue of China -based advertisers in China increased from 6 % of the revenue of Meta’s home apps to 11 % in 2024. The Bank of America has estimated that Temu and Shen’s exposure to Google and Meta can cost 2 % to 4 % AD.
To go around, companies can increase their warehouses in the United States, Tang said. They can send bulk through customs and then recover it throughout the United States – but consumers still have to pay import tax. Tang said the benefit of this would be that US could create jobs.
Companies can send products to other ASEAN countries like Vietnam and send it there, but additional shipping costs will eventually reduce consumers.
CNN’s Eric Chewing and Simon McKarti participated in the report.
