
欧盟委员会的一份文件显示,欧盟对进入该集团的廉价电商包裹征收的费用——这些费用针对的是Shein和Temu等中国平台——从2028年到2034年每年可能为欧盟预算带来60亿欧元的收入。路透社周五看到了这份文件。
Union charges on cheap ecommerce packages entering the bloc, which target Chinese platforms such as Shein and Temu, could raise €6 billion a year for the EU budget from 2028 to 2034, a Commission document seen by Reuters on Friday showed.
这份此前未曾披露的估算显示了欧洲对廉价电商进口商品洪流进行打击的力度,欧盟称这些商品大多来自中国。
The estimate, previously unreported, shows the scale of Europe's crackdown on a flood of cheap ecommerce imports, which it says mostly come from China.
根据欧盟委员会的数据,去年有58亿个价值低于150欧元的包裹进入欧盟,比前一年增长26%,欧盟委员会估计其中大多数被低估申报价值以逃避关税。
Some 5.8 billion parcels worth less than €150 entered the EU last year, a 26% rise from the previous year, according to the European Commission, which estimates the majority were undervalued to avoid customs duties.
欧盟将于11月1日对廉价包裹征收额外2欧元费用,在7月初开始征收的每件3欧元费用基础上进一步提高单件收费。
The EU will impose an additional €2 fee on cheap parcels on November 1, raising the charge per separate item further after a €3 charge has been imposed since the start of July.
Temu的母公司拼多多控股(PDD.O)8月表示,此举将对部分业务产生“相当大的影响”,但未量化具体数额。Shein(0625.HK)约三分之一的收入来自欧洲,且在费用实施前,其在该地区的销售额已因提价和削减广告支出而下滑。欧盟委员会拒绝就该收入估算置评。
Temu's owner PDD Holdings (PDD.O) said in August that the move would have a "considerable impact" on parts of the business, without quantifying it. Shein (0625.HK) makes about a third of its revenue in Europe, and its sales in the region had already fallen before the fees were imposed, as it raised prices and cut ad spending. The European Commission declined to comment on the revenue estimate.
主导欧盟海关改革的欧洲议会议员Dirk Gotink表示,新增的2欧元费用旨在应对“来自中国的低价值、不合规电商进口这一极具毒性的商业模式”。
Dirk Gotink, the European Parliament lawmaker leading the bloc's customs reforms, said the new €2 fee was to tackle "a highly toxic business model of low value non-compliant e-commerce imports from China".
他说:“新增的收入给了我们机会和手段,扭转数十年的投资不足,让欧洲海关当局获得有效保护单一市场所需的资源。”
"The newly generated revenue gives us the chance and means to reverse decades of underinvestment and to give Europe's customs authorities the resources they need to effectively protect our single market," he said.
该估算考虑了进入欧盟的低价值包裹数量预期会下降,因为布鲁塞尔预计零售商会针对这些措施做出调整。
The estimate accounts for an expected decline in the numbers of low-value parcels entering the EU as Brussels expects retailers to adjust to the measures.
欧盟的这些费用紧随美国去年采取的类似举措,美国取消了网购订单的免税待遇,以解决对不公平竞争和不安全产品的担忧。
The EU fees follow similar moves by the US last year to scrap duty-free treatment of online orders to address concerns over unfair competition and unsafe products.
欧盟委员会估计,所收取费用的约90%将进入欧盟国库,10%归成员国所有,但如果成员国争取保留更多收入,这一比例可能会改变,目前关于2028至2034年预算的谈判仍在进行中。目前,欧盟成员国保留25%的费用。
The Commission estimates some 90% of the fees collected will go into EU coffers and 10% to member states, but that could change if member states push to keep more of the proceeds, with negotiations over the 2028-2034 budget ongoing. Currently, EU member states keep 25% of the fees.
中国电商集团已开始作出调整。中国电商巨头阿里巴巴(9988.HK)旗下的全球速卖通表示,为应对该费用,正在增加本地仓储,但警告称这些收费将伤害欧洲的低收入家庭,并“加剧生活成本危机”。
Chinese ecommerce groups have already begun adapting. AliExpress, owned by Chinese ecommerce giant Alibaba (9988.HK), said it was increasing local warehousing in response to the fees, but warned the charges would hurt low-income households in Europe and "exacerbate the cost-of-living crisis".
据路透社看到的截图显示,Temu一直在向部分购物者提供费用折扣,这凸显出限制消费者价格冲击的压力——这些消费者习惯于订购3欧元的首饰和5欧元的连衣裙。Temu未回应置评请求。
Temu has been offering some shoppers a discount on the fees, according to screenshots seen by Reuters, highlighting the pressure to limit sticker shock for consumers used to ordering €3 jewellery and €5 dresses. Temu did not respond to a request for comment.
新上市的希音正在扩大波兰的仓储空间,该公司表示,其重点是在更快、更便捷的配送之外,保持价格的“竞争力”。
Newly listed Shein, which is expanding warehouse space in Poland, said it was focused on keeping prices "competitive" alongside faster and more convenient delivery.
美国竞争对手亚马逊(AMZN.O)表示,其在欧盟销售的产品中有97%由欧盟境内的仓库配送,因此受该费用影响的货物极少。
US rival Amazon (AMZN.O) said 97% of the products it sells in the EU are fulfilled from warehouses in the bloc, so very few shipments are impacted by the fees.