Wednesday, November 4, 2026

East Asia Brief

Business•Industry•Policy Intelligence

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Temu and JD.com pivot to US warehouses as parcel duties rise

Chinese retail platforms are replacing direct-from-factory air cargo with bonded domestic logistics after the elimination of Section 321 exemptions raised direct shipment import duties.

Workers and an automated transport robot handle packaged goods along a wide aisle inside a large fulfillment warehouse. (AI-generated image)
Workers and an automated transport robot handle packaged goods along a wide aisle inside a large fulfillment warehouse. (AI-generated image)

Temu and JD.com accelerated their corporate shift toward domestic United States fulfillment warehouses and local supplier networks on Nov. 3, 2026, restructuring transpacific retail supply chains away from tariff-exempt air cargo.

The operational realignment responds to federal trade measures that suspended duty-free parcel entries under Section 321 de minimis rules. The previous statutory loophole permitted shipments valued below $800 to enter duty-free, handling 1.36 billion import parcels annually.

The documents behind this briefing are linked above. East Asia Brief produces its English text with AI assistance under human editorial review, and does not translate or republish other outlets' articles. See our methodology and AI policy. Spotted an error? Tell us.

HF

Hao Feng

China correspondent, industrial policy — Hao Feng tracks central and provincial industrial support — land, power tariffs, procurement rules — and how it lands on individual plants.

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