美国总统特朗普的关税政策以及对“低价值豁免”（de minimis exemption）的处理，正对在线零售商产生显著影响。以快时尚电商Shein为例，其多款服装商品的价格在4月24日至7月22日期间出现大幅上涨，涨幅从24%到68%不等。据路透社报道，这是由于自5月2日起，特朗普政府取消了对中国发往美国价值800美元以下的包裹的免税待遇。此举旨在打击非法药物贩运，并支持美国本土制造业，但有观点认为其效果存疑，且时机与贸易战有关。此政策调整不仅影响Shein等大型电商，也波及依赖低价值豁免的网红、内容创作者和企业家。

📉 **关税与价格上涨**：美国总统特朗普的关税政策，特别是取消“低价值豁免”（de minimis exemption），直接导致了包括Shein在内的在线零售商价格普遍上涨。例如，Shein的多款服装商品在短时间内价格增长了24%至68%，这反映了新关税政策对消费者价格的影响。

⚖️ **“低价值豁免”的调整**：自5月2日起，价值低于800美元的中国发往美国的包裹不再享受免税待遇。特朗普政府的官方理由是打击芬太尼等非法药物的运输，并支持美国本土制造业。然而，这一政策的实际效果以及其对美国制造业的帮助程度受到质疑，其时机也与当前的贸易战背景紧密相关。

💰 **消费者成本增加**：根据美国国家经济研究局的一份工作论文，取消“低价值豁免”预计将使美国消费者总成本增加109亿至130亿美元。尤为重要的是，低收入美国人将承担相对更高的成本，这加剧了经济负担的不平等性。

🌐 **广泛的行业影响**：这一政策调整的影响范围广泛，不仅限于Shein这样的电商巨头。大量依赖“低价值豁免”进行销售的网红、内容创作者以及自有品牌销售者，都感受到了成本增加和业务模式受到的冲击。

Online retailers are being majorly affected by President Donald Trump's tariffs and handling of the de minimis exemption.

Just take a look at the price hikes Reuters saw from Shein, a fast fashion e-commerce retailer based out of Singapore. A "baby bodysuit" rose in price 63 percent from April 24 to July 22, according to Reuters. During the same time period, a kid's t-shirt increased by 68 percent, a pair of boy's shorts increased by 57 percent, a boy's t-shirt increased by 45 percent, a girl's tank-top increased by 52 percent, a baby shirt increased by 24 percent, a girl's camisole top increased by 35 percent, and a girl's dress increased by 10 percent, just to name a few of the recent price hikes.

"Reuters tracked the price of 70 of the lowest cost apparel items listed on Shein’s U.S.-facing website in girl’s, boy’s, men’s and baby categories on April 24, one day before Shein’s price adjustments went into effect to accommodate new tariff rules starting May 2, which at the time exposed these packages to steep tariffs of up to 145 [percent]," Reuters reported.

These price hikes are likely due to the elimination of the de minimis exemption, according to Reuters.

On May 2, Trump ended the de minimis exemption. That means that packages worth less than $800 entering the U.S. from China are no longer tax-exempt. Trump's official reasoning is that sellers use the exemption to ship illicit substances like fentanyl in low-value packages. While lawmakers on both sides of the aisle agree that a reform on the de minimis provision could slow the spread of drug trafficking in the U.S. and help U.S. manufactures, some argue its effectiveness in both curbing illegal drugs and helping U.S. manufacturing, and are suspicious of the timing coinciding with his ongoing trade war.

And, as Reuters pointed out in a working paper published by National Bureau of Economic Research last year, eliminating the exemption "will cost U.S. consumers between $10.9 billion and $13 billion overall, but the relative cost per person will be higher for lower-income Americans."

These tariffs and the ending of the de minimis exemption don't only affect Shein, although it is one of the largest e-commerce companies effected. Influencers, content creators, and entrepreneurs, particularly those who sell their own goods and work with brands who sell under the de minimis exemption, are also feeling the pain.