Since the announcement of the tax reform programme, most enterprises have agreed on the policy from such aspects as helping regulate the market, supporting the development of cross-border electricity providers, and guiding consumers to safeguard consumption from regular channels.

But at the specific operational level, most of them are in a state of "wait-and-see" and "research strategy".

Some view is that supervision is always an important factor. Customs supervision in the future will only be gradual and continuous.

Zhao Ping, a researcher at the China Council for the promotion of trade, said that tariffs meant that the state recognized the commercial nature of the import of cross-border electricity providers as an international trade format. The "fight 30 percent off" mentioned in it referred to the attitude of encouraging development.

Other import cross-border electric business enterprises have been studying the impact of the implementation of this policy on enterprises and the countermeasures.

In an interview with reporters, Ceng Bibo said, "in the past, the cross-border electricity supplier industry has been described as a gray industry based on tax evasion and tax evasion by general trade, and the implementation of the new policy of cross-border electricity supplier tax will guide the industry" from chaos to governance "and enter the high-speed development track of standardization, mechanism and scale. This is a sign that the industry has entered a mature stage, and industrial capital can be safely and boldly entered. This new deal is good for the medium and long-term development of the industry.

Bonded mode is obviously affected.

Reporter: as a practitioner, what is the original intention of this tax reform?

Ceng Bibo: past

In the past few years, several pilot bonded zones have been different in terms of policy implementation, but the commonality is to levy taxes on cross-border electricity providers through postal tax, which is a temporary move under the imperfect tax system.

However, after several years of trial, it was found that the tax-free amount of less than 50 yuan of postal tax resulted in the low tax rate of cross-border electricity suppliers under the customs clearance mode, and even the loopholes in drilling tax exemption.

The adjustment of the tax rate is obviously intended to promote the long-term development of cross-border industries.

Reporter: where is the biggest change of the new deal?

Ceng Bibo: first of all, the biggest change of the new deal is to abolish the tax allowance less than 50 yuan according to the postal tax collection, which makes the industry's mainstream advantage no longer available through the customs clearance mode in the bonded area.

Reporter: the cross-border electricity supplier industry is mainly divided into bonded mode and direct mail mode. How will these two modes be affected?

Ceng Bibo: Generally speaking, cross border electricity providers that are not fully self-supporting, vertical or category are more dependent on bonded stocking mode.

The adjustment of the postal tax is more obvious in the short term for the cross-border electricity suppliers relying on bonded.

Under this mode, the mode of large-scale operation of low price and single price will face the pressure of price rise in the short term, and its user group is also a sensitive customer group.

From the perspective of industry competition, the electricity suppliers who rely entirely on the bonded mode of stocking will face certain challenges and trial periods. Commodity subsidy, promotion mode and selection mechanism may need to be upgraded and iterated for 3~6 months to reorganize the supply chain system.

The failure to make timely adjustments may be faced with tremendous growth pressure, and too much reliance on capital may be eliminated.

Relatively speaking, the impact of the new deal on the direct mail system is relatively small. Part of the direct mail mode is partly beneficial. Many products with uncertain stock depth and uncertain sales rate will be more applicable to the direct mail system. However, the fragmentation mode of direct mail is very difficult. No matter how the tax system is adjusted, the whole chain integration capability of direct mail logistics and supply chain organization can hardly be built in the near future.

In the future, how to balance various stocking modes on the supply chain will be a big test for the major e-commerce platforms, which may promote the emergence of new models and patterns in the industry.

Cross border e-commerce shocks general trade irreversible

Reporter: there is a view that the implementation of supervision is a very important factor. Has this policy reduced the difficulty of supervision?

Ceng Bibo: after the policy is bright, it is the maturity of the regulatory system.

To a certain extent, the competition and threshold of the industry are not as high as before, which is conducive to the full competition of the whole industry.

In the future, bonded warehouses and

It is no longer the exclusive advantage of a few large electric business platforms. More ports and regulatory zones with regulatory conditions can carry out bonded import business. This is a long-term good for all small and medium businesses, and bonded distribution models are likely to be realized.

Reporter: what is the impact on general trade import?

Ceng Bibo: in the long run, the trend of cross border electricity suppliers' impact on general trade imports will be irreversible. The new deal will only accelerate the maturity of the industry.

Because for cross-border electricity providers, the real advantage lies not in tax revenue, but in shortening the original chain of general trade imports, speeding up the efficiency of circulation, and greatly reducing the cost and time of circulation.

On the whole, the overall trend of China's consumption upgrading will continue to exist in terms of price difference, quality and diversity.

Cross border electricity suppliers' advantages (prices and quality) are continuously pursued by domestic consumers, so the whole market will not be affected and will develop healthfully in the long run.