On April 1, 2026, a number of cross-border e-commerce policies were officially implemented, marking the industry entering a new stage of standardization.
The General Administration of Customs is promoting the cross-customs area return model across the country, and the “Internet Platform Price Behavior Rules” will also be implemented one after another. Various platforms have also taken many new actions, and compliance and logistics efficiency have become the core competitive focus.
In terms of core platform dynamics, Coupang’s stock price rose. Coupang (CPNG) rose 2.52% intraday on March 31 to close at US$18.72. The average target price of 16 analysts was US$27.73, implying an upside of 48.10%. Its leading position in the Korean market is stable and its overall operations are stable.
Amazon has piloted Prime delivery to external platforms, canceled mandatory Amazon account logins, and allowed merchants to independently control checkout and customer data. It has also built a 70,000-square-foot distribution center in West Virginia, USA, adding more than 100 jobs to strengthen same-day delivery capabilities in remote areas.
Temu Group launched the “New Pinmu” strategy, and Pinduoduo invested RMB 100 billion to establish “New Pinmu” to lay out self-operated brands and position itself as an “online Costco”. The platform’s price comparison mechanism resumed normal operation in late February.
TikTok Shop signed a contract with the Singapore Retailers Association and the Manpower Bureau on March 30 to cooperate with universities to carry out systematic training for the three major positions of anchors, operations, and technology to help local merchants digitally transform, and the live broadcast e-commerce ecosystem in Southeast Asia continues to heat up.
The new domestic fiscal, taxation and regulatory policies will be implemented on April 1.
Cross-border e-commerce retail export returns across customs zones are promoted nationwide, and are applicable to goods with regulatory code 9610. Returns do not need to be returned to the original export customs. You can choose any port across the country to handle returns, which greatly reduces logistics and time costs. However, companies need to standardize operations and connect with customs data systems.
The “Internet Platform Price Behavior Rules” came into effect on April 10, strictly prohibiting platforms from interfering with merchants’ independent pricing through means such as current limiting, power reduction, and removal from shelves, and prohibiting the use of algorithmic big data.
The new version of the Maritime Law will be implemented on May 1, and the responsibility for abandoned goods will be transferred to the shipper. Sellers under FOB clauses need to be wary of the financial risks of abandoned goods.
The export return tax preferential period is valid until the end of 2027. Products with regulatory codes such as 9610/1210 can be returned in their original condition within 6 months of export (excluding food). Import taxes and fees will be exempted and export duties will be refunded. Products that have been refunded must pay back taxes before they can enjoy the discount.
In addition, minor platform identification, credit repair management, and power battery recycling measures are also implemented simultaneously.
In terms of other platforms and global industry dynamics, Shopee
Starting from April 1st, the Philippines, Malaysia, and Taiwan sites will cancel the Quanzhou warehouse fast logistics channel and automatically switch to standard channels. SIP “secondary sales” service will also be launched to reduce the loss of failed delivery returns.
The country’s first “TIR+bonded” cross-border e-commerce import landed in Qingdao. Russian goods were transported directly to the Qingdao Comprehensive Bonded Zone via TIR, realizing “bonding upon entering the zone and customs clearance after ordering.”
Global industry news includes FedEx’s launch of 2-hour intra-city delivery in the United States, and AI scheduling to optimize end-of-line logistics; Swedish e-commerce growth will reach a record high of 10% in 2025, with pharmacies and home furnishing categories leading the growth rate; WTO electronic transmission tariff-free agreement negotiations are now turning around, and India’s stance has loosened; Meta has upgraded AI advertising tools to improve video marketing conversion efficiency.
Trend research shows that after-sales compliance reduces after-sales costs and makes inventory management more flexible; tighter pricing supervision enhances merchants’ independent pricing power; logistics risks increase, and sellers’ supply chain risk control capabilities become the key to survival; the global rules game affects cross-border service costs.
Action suggestions include liaising with customs brokers to activate cross-customs area return channels, self-checking price compliance, re-examining FOB trade terms, paying attention to Qingdao’s “TIR+bonded” channel, and seizing platform dividends.
