Release Date: June 16, 2026Source: Hugo Cross-Border E-commerce Report

Temu has officially positioned the semi-host program as its core development direction for 2026, following major policy adjustments across US and EU marketplaces. After canceling mandatory price-matching rules in April and phasing out direct China-to-US postal shipping channels in May, semi-host sellers now hold absolute independent pricing rights, marking a critical shift away from the low-margin fully-hosted model.

Official data shows semi-host merchants earn 15%–25% higher gross profit than fully-host suppliers. Two sub-models are available for different capital scales: Y1 overseas warehouse stocking for fast local delivery and boosted algorithm traffic, and Y2 domestic direct shipping for light capital pressure without overseas inventory costs.

New seller incentives further lower entry barriers: operators opening semi-host stores in 2026 enjoy 90 days of free overseas warehouse storage, tiered commission discounts for monthly sales targets, and priority exposure on mall homepages. Industry analysts predict semi-host GMV will account for over 65% of Temu’s total transaction volume by the end of this year, replacing fully-host as the mainstream operation solution for factory and professional cross-border merchants.

Unlike fully-host sellers who merely supply goods to domestic warehouses, semi-host operators control their entire supply chain including inventory, first-mile logistics and stock allocation. With delivery speeds cut down to 2–5 working days for Y1 orders, store review scores and conversion rates see obvious improvements, creating a positive loop of stable traffic and sustained profit growth.