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Temu, Shein face uncertainty after Trump’s tariff change

Chinese cross-border merchants and logistics providers are facing challenges due to recent United States policy changes under President Donald Trump regarding tariffs on Chinese goods.

Earlier this month, Trump announced a 10% increase in tariffs on Chinese goods and the removal of a duty exemption for lower-value packages.

However, on Feb. 7, he postponed these changes through an executive order.

Kenny Li, a garment producer and seller, noted that ecommerce platforms such as Temu and Shein have not yet provided updates or new instructions related to these policy changes.

He added that logistics operations and costs have largely remained stable during this period of uncertainty.

Recent Temu developments

Timeline
12-Feb-2025 📦 Temu sellers use fake labels, costing US postal service
  • Sellers use counterfeit labels to avoid shipping fees.
  • USPS investigates financial losses from the fraud.
12-Feb-2025 📦 Temu overhauls supply chain over US tariffs
  • Temu shifts to ‘half-custody’ supply model.
  • Higher prices expected due to increased shipping costs.
11-Feb-2025 🇰🇷 Temu moves forward with S Korea entry plans: sources
  • Temu hires staff for South Korean market entry.
  • Company ranked third in South Korea’s ecommerce sector.
06-Feb-2025 📦 Temu shifts to US-stored products after tariff exemption ends
  • Temu shifts focus to US-stored products.
  • US scrapped tax exemption for low-value imports.
04-Feb-2025 📉 Temu parent PDD’s stock falls as Trump imposes tariffs

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