欧盟7月1日起取消150欧元以下关税豁免，终结拼多多Temu、SHEIN与速卖通的免税红利

后续进展

1. 2026年7月2日

   TechTimes reported that 5.9 billion low-value items entered the EU from non-EU countries in 2025 without a single euro in duties, equating to roughly 12 million parcels per day. The Product Identification Data (PID) requirement, which compels sellers to label parcels with standardised product codes, went live July 1 on a voluntary basis; mandatory compliance is set for November 1, 2026. First-week logistics reports flagged rejection of parcel-level data at volume due to missing HS codes, mismatched declared values, absent IOSS numbers and EORI reference mismatches, creating a live customs-capacity stress test across EU member states. ↗

2. 2026年7月1日 12:00Z

   Google Shopping ad-visibility data from smec shows Temu halved its EU advertising presence and SHEIN is near-total exit from cross-border EU ads, as platforms reduce direct China-EU shipping exposure rather than absorb the duty. AliExpress maintained higher visibility, suggesting a less complete warehouse pivot. The structural shift to EU fulfilment centers is now the main competitive dynamic, compressing platform margins over the next 18 months. ↗

3. 2026年7月1日

   The €3 per-item flat duty took effect across EU member states on July 1. Shein and Temu confirmed they had pre-positioned inventory in EU warehouses, meaning most consumer orders will route through domestic logistics and avoid the new duty. For direct cross-border shipments still originating from China, the duty is now assessed at the parcel's point of entry into the bloc. ↗