低于800美元货物取消豁免！特朗普关税新政将影响超10亿件小包裹

第一财经15:09

当地时间2月1日，美国总统特朗普签署行政令，对进口自中国的商品加征10%的关税，同时也向邻国墨西哥、加拿大挥动关税大棒。最新的关税政策将于2月4日起生效。中国外交部、商务部2月2日回应称，中方对此强烈不满，坚决反对，将采取反制措施维护正当权益。值得关注的是，特朗普此次签署的行政令取消了美国对价值低于800美元的小额货物的“最低限度”关税豁免，这预计将对Temu和Shein等廉价在线零售商的销售产生...

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Trump's new tariff policy will affect more than 1 billion small packages","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.68,"USAW.SI":0.6},"content_text":"当地时间2月1日，美国总统特朗普签署行政令，对进口自中国的商品加征10%的关税，同时也向邻国墨西哥、加拿大挥动关税大棒。最新的关税政策将于2月4日起生效。中国外交部、商务部2月2日回应称，中方对此强烈不满，坚决反对，将采取反制措施维护正当权益。值得关注的是，特朗普此次签署的行政令取消了美国对价值低于800美元的小额货物的“最低限度”关税豁免，这预计将对Temu和Shein等廉价在线零售商的销售产生影响，并削弱中国电商的全球竞争力。目前美国对800美元以下进口商品采取免税措施，这也助推了Shein和Temu等电商公司在美发展迅速，这些平台每天向美国运送数百万个小包裹。“最低限度”关税豁免条款自1930年代就已存在。2016年，美国国会对《1930年关税法》第321条进行修订，将小额免税的最低额度从200美元提高至800美元。但近年来，其使用受到越来越多的审查。去年9月，拜登政府采取措施遏制过度使用和滥用“最低限度”条款。根据美国海关和边境保护局的数据，在过去10年中，进入美国的申请“最低限度”关税豁免的货物数量出现指数级增长，从2015财年的每年约1.39亿件增加到2023财年的每年超过10亿件，增幅超过600%。在2024财年，“最低限度”货物数量再次上升至超过13.6亿件。记者查询Temu、Shein以及AliExpress等美国网站，它们提供了大量的低价服装、家居用品以及电子产品等，例如15美元的智能手表以及3美元的运动鞋。其中Temu和AliExpress背后分别是中国电商巨头拼多多以及阿里巴巴。这些廉价商品网站过去几年来受到美国消费者的欢迎。2024年，Temu连续第二年跃居苹果美国下载量最大的免费应用榜首。中国低价电商平台的崛起也对美国电商巨头亚马逊形成冲击。亚马逊去年推出了自己的低价电商平台Haul，并将于2025年起大规模招商。该平台允许第三方卖家直接从中国向消费者运送商品，平台上的商品价格都在20美元或以下，为卖家拓展了有低价商品购买需求的新客群。针对美国日益收紧的“最低限度”条款，Temu此前曾回应过，该公司否认其增长依赖于“最低限度”条款。而Shein最新回应称，进口合规是“首要任务”，该公司支持美国对“最低限度”条款的改革努力。而随着“最低限度”条款的豁免终止，Temu和Shein也寻求其他战略。例如从去年起，Temu已经开始吸引在美国仓库有库存的中国卖家入驻其网站，以便将包裹从美国当地运送给美国购物者。Shein还在美国开设了配送中心和供应链中心。除了中国的电商公司外，美国公司亚马逊、沃尔玛等零售商也在通过小额包裹关税豁免机制进口商品。美国对外贸易委员会此前发出警告称，削弱小额包裹关税豁免机制将使消费者损失数十亿美元。(本文来自第一财经)\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2508199060"}