Quick Take — The 3-euro EU tax has caused a slump in Chinese parcel deliveries: Temu, Shein and AliExpress have seen sales fall by up to 40 per cent

A month and a half after the measurewas introduced, the first measurable effect was already evident: imports of small parcels from China to the European Union had fallen by between 30 per cent and 40 per cent. This was announced by theFrench Ministry of the Economy…(Italy has no data and had tried to ‘go its own way’).

It is a measure designed to target the very business modelthat has madeTemuandSheinmass phenomena: individual shipments with a low unit value, sent directly from China to the end consumer, which until June benefited from a total customs exemption for all parcels under 150 euros…

The measure is intended to be temporary. It will remain in force until awider reform of the European customs system is completed, which is expected within two years…Source

Shein has an advantage over its Chinese competitors because it has a warehouse in Poland (which is, in fact, what Amazon has done, with e-commerce warehouses across Europe).

Read more about it here.

Saving money? ‘Mission impossible’

Unfortunately, Mango, which is a sound company, is not acquiring a stake in the business: on the other hand, given the current situation – with losses of 35 million for the year 2025 and three further closures – it was foreseeable that there would be no ‘white knights’ available to save Coin, whose brand seems to be slowly but surely fading away

Quick Take — US concludes Alibaba and BYD have ties to Chinese military: trade acquires additional geopolitical role

The companies are among those that the Pentagon believes may pose a threat to US national security (Financial Times)

… The decision to include Alibaba on what is formally known as the 1260H list comes three months after the FT reported that US intelligence agencies believed the e-commerce giant posed a threat to national security. The Pentagon will also add BYD, the world’s largest electric car manufacturer, and Baidu, the search engine, to the 1260H list established by Congress. Although trade tensions between the US and China have eased since Trump and Xi met in South Korea in October, the addition of major Chinese groups to the list will trigger new tensions ahead of their April summit…

Read about it : Where the world is going: with Amazon, Alibaba, Shein and Temu, trade takes on a geopolitical aspect