US tariffs on China break 104%! Must-read for freight forwarders: Cross-border seller coping strategies and Temu market transfer analysis

Eastern Time (April 8th), the White House released heavy news: Chinese containers will bear a 104% tariff! At 12: 01 noon on April 9th, Beijing time, all goods sent to the United States should be ready to be bombed by "tariff bombs". What's going on with this wave of operations? Let's clarify the timeline:

[Timeline of tariff increase]
▶ ️ 2025.2.4: Trump imposes a 10% increase in the first round (reason: crack down on the fentanyl supply chain)
▶ ️ 2025.3.3: Double directly to 20%
▶ ️ 2025.4.5: 10% of the global base tariff takes effect
▶ ️ 2025.4.9: Chinese exclusive package +34% (54% after superposition)
▶ ️ 2025.4.9: Trump makes up the knife again +50% (the cumulative breakthrough is 104%)

Key points: Counting the 25% tariff and basic rate left over from 2018, the actual tariff formula is now the basic rate +129%! At present, 35%-40% of the goods in Chinese containers in American ports have been braked and suspended, and cross-border e-commerce has directly cut orders by 50%. But what is interesting is that many sellers are still "lying flat and waiting and watching". Do you understand this wave of operations?

[Cross-border platform earthquake early warning]
• Temu/SHEIN suffered a precise blow: tax-free treatment for packages under US $800 will be cancelled starting from May 2! The tariff on small parcels soared directly to 90% or $75 per piece (it rose to $150 in June)
• The platform urgently turns the bow: Temu's advertising budget cuts the share of the United States, and Europe/Middle East/Southeast Asia becomes a new battlefield
• Major adjustment of operation strategy: Full custody sellers suggest "surrounding cities from rural areas", first use emerging markets to test the water temperature, and then switch to semi-custody to grab profits