Ecommerce daily report · 2026-10-8 · Thursday
Blues19 News
Historical compilation: selected articles grouped by their original dates. Coverage may be incomplete; verify policies and deadlines against current announcements. Compiled:2026/10/10 10:55:58(Beijing time).
Shein, Temu, and AliExpress see third-quarter revenue in Germany fall 35.5% after abolition of the €150 duty-free threshold
Germany’s bevh provides verifiable data for the first time after the abolition of the €150 duty-free threshold: In the third quarter, Shein, Temu, and AliExpress saw their combined revenue in Germany fall 35.5% year over year to €566 million, and their combined market share drop from 5.3% in the second quarter to 3.1%. During the same period, the German Brands Association, HDE, and vzbv jointly called on the German government for the first time to push for stricter rules in the European Product Act, requiring all merchants selling products in Europe to be held accountable there.
Tax compliance
EU corrects Article 33(3) of the new Customs Code, clarifying the conditions under which an indirect customs representative is regarded as the importer
The Official Journal of the EU has published a corrigendum to Regulation (EU) 2026/2108, amending Article 33(3): an indirect customs representative acting in its own name but on behalf of an importer or exporter established (originally: not established) outside the EU customs territory is regarded as that importer or exporter.
German Brand Association, HDE and vzbv jointly call for tighter regulation of low-priced imported goods
The German Brand Association, the German Retail Association HDE and the consumer association vzbv have, for the first time, jointly called on the German government to push for stricter rules in the European Product Act, requiring that all merchants selling products in Europe can be held accountable in Europe.
EU Council sets its position on amendments to the CBAM financial apportionment under the EEA Agreement
On September 24, 2026, the Council of the European Union adopted a decision setting the EU’s position on the CBAM financial apportionment provisions in amendments by the EEA Joint Committee to Protocol 10 to the EEA Agreement (checks and formalities in the carriage of goods and their simplification) and Protocol 31 (cooperation in areas outside the four freedoms). The decision concerns arrangements among EEA parties for the financial apportionment of CBAM, and the text is EEA-relevant.
Industry trends
Tech Times Technology and Industry TrendsIran’s repeated attacks on Hormuz tankers briefly bring Gulf crude exports back to pre-war levels
Iran’s Islamic Revolutionary Guard Corps attacked at least seven merchant vessels near the Strait of Hormuz over the past week. On October 6, a shell struck the MT On Peace, injuring 12 crew members, 11 of them Indian. Data on volumes show that, as of September 30, the seven-day moving average of Middle Eastern crude exports reached 18.3 million barrels per day, close to the pre-war level of about 18 million barrels per day. However, about 40% was rerouted through Saudi Arabia’s East–West Pipeline and the UAE’s Habshan–Fujairah pipeline; the rest depended on transfers by shuttle tankers with their AIS switched off, and the fleet was limited.
Transport Topics: Transportation Tariffs and ComplianceExplosions in Saudi capital, Brent crude rises 5% to USD 105.16
Multiple explosions were reported in Riyadh, the Saudi capital, on October 8, one of which occurred at Riyadh airport and caused flight suspensions. No party has claimed responsibility. Affected by this, Brent crude oil futures rose 5% to USD 105.16 per barrel, and the US benchmark crude rose 5.1% to USD 92.75 per barrel. Escalating fighting around the Bab-el-Mandeb Strait has disrupted shipping, while Iran is simultaneously targeting vessels in the Strait of Hormuz. Rising oil prices have intensified global inflationary pressure, including in the United States.
After Germany abolishes the €150 tax-free allowance, Temu, Shein and AliExpress see third-quarter revenue fall 35.5%
German bevh provides the first verifiable data after the abolition of the €150 tax-free allowance: in the third quarter, Shein, Temu and AliExpress saw their German revenue fall 35.5% year on year to €566 million, and the three platforms' combined market share dropped from 5.3% in the second quarter to 3.1%.