1. Trump ended the de minimis exemption for low-value imports. 2. New duties will increase costs for items below $800. 3. PDD Holdings' shares dropped 2.2% following the announcement. 4. Airfreight companies also experienced stock declines. 5. Certain exemptions for personal items and gifts remain.
The removal of the de minimis exemption increases costs for PDD's shipments, negatively impacting its competitive pricing strategies, similar to prior tariff implementations that harmed companies reliant on low-cost imports.
The article discusses direct impacts on de minimis shipments, significantly affecting PDD’s operational costs and competitive stance in the market.
Immediate effects on pricing and operations will be felt as new duties are implemented, reminiscent of previous market responses to tariff announcements in the past quarters.