1. TEMU’s Customer Volume Declines While Shein Sees Growth

On September 26, it was reported that between January and August 2024, the number of shoppers on the TEMU platform dropped by about 25%, indicating a long-term challenge for the platform's growth. Data shows that, using January’s customer volume as a baseline of 100%, TEMU’s customer volume fell to 79.6% in April and reached 85.2% in August. In contrast, both SHEIN and TikTok Shop saw customer growth in the first eight months of 2024. SHEIN’s customer volume grew to 138.8% by August, while TikTok Shop reached 128.7%.  

Source: Earnest

2. Maersk to Provide Warehousing and Distribution Services for Amazon in France

On September 26, it was announced that Maersk is preparing to provide distribution services for Amazon from a large warehouse in northern France. According to a Maersk shipping spokesperson, the company will occupy 75% of a 100,000-square-meter warehouse in the Denain business park to offer Amazon warehousing and distribution services. Additionally, Amazon is launching an end-to-end logistics service for third-party online sellers, offering a comprehensive solution that moves products from manufacturers to customers by leveraging Amazon’s logistics, warehousing, and transport network, linking Amazon fulfillment centers with distribution hubs across the U.S.  

Source: Maersk

3. Amazon Partners with TikTok

On September 26, it was revealed that TikTok has partnered with Amazon, integrating the “Buy with Prime” feature into the U.S. market. Users can now purchase Amazon products directly within the TikTok app and enjoy fast delivery services with Prime membership, combining TikTok’s large user base with Amazon’s supply chain and logistics advantages for a seamless shopping experience. TikTok Shop’s e-commerce feature has already achieved significant gross merchandise volume, and it is estimated that by 2026, over two-thirds of TikTok users will shop through the app. While some users are concerned about advertising, the partnership is expected to enhance both companies' commercial potential and market share, highlighting the trend of e-commerce and social media convergence, signaling future innovations.  

Source: Chuhai News

4. Air France-KLM Resumes Schiphol-Hong Kong Cargo Route

On September 26, it was announced that Air France-KLM Martinair Cargo (AFKLMP) has resumed freighter flights to Hong Kong, using a Boeing 747-400F aircraft to operate between Schiphol and Hong Kong three times a week, gradually increasing to four. This marks the airline’s return to the Hong Kong market after nine years, responding to the growing demand in the Asia-Pacific region, especially outside East Asia. Several other international cargo companies, such as Qatar Airways Cargo and Lufthansa Cargo, are also increasing their capacity in the Asian market.  

Source: Eworld News

5. Wanb Express’ EU and U.S. Warehouses Become Certified AliExpress Partner Warehouses

On September 26, it was reported that Wanb Express’ UK, Germany, and U.S. warehouses have officially become the first certified partner warehouses for AliExpress overseas warehousing. These warehouses are now connected with the AliExpress system, allowing Wanb Express sellers to automatically synchronize orders via the platform.  

Source: Wanb Express

6. AliExpress Launches New Incentive Policies

On September 26, AliExpress released important signals, announcing a comprehensive upgrade of category solutions, offering clear operational directions for various types of goods. Reportedly, cross-border product listings will mainly follow a “pop + managed” dual-track model, while overseas local product listings will operate under a "managed" model. It is speculated that these products will focus on high-ticket items and quality supply, with the "Billion Subsidy" program supporting Chinese brands' high-quality overseas expansion.  

Source: AliExpress

7. Mercado Libre to Build 11 New Distribution Centers in Brazil

On September 26, Mercado Libre announced plans to expand its logistics network in Brazil, aiming to double the current number of 10 distribution centers by 2025. Fernando Yunes, Mercado Libre's Senior Vice President and head of operations, stated that Brazil is currently the platform's largest market, accounting for approximately 53% of its total market. To further optimize its logistics network, Mercado Libre is committed to opening 11 more distribution centers by the end of 2025, six of which are scheduled to open by December this year.  

Source: Mercado Libre

8. eBay to Adjust SpeedPAK Shipping Fees

On September 26, eBay announced that starting from October 1, 2024, Beijing time, it will adjust service fees for certain SpeedPAK shipping routes from mainland China. This adjustment aims to ensure the stability of direct mail services for eBay sellers.  

Source: eBay

9. DHL Aims for 50% Revenue Growth by 2030

On September 26, logistics giant DHL Group outlined its growth targets for 2025-2030. The group aims to achieve a 50% revenue increase compared to 2023 levels by 2030, leveraging growth initiatives across its various business units and at the group level. DHL also announced a change in its legal structure, with the eCommerce business and the Post & Paket Deutschland unit set to operate as independent companies in the future.  

Source: DHL

10. Shopee Partners with YouTube in Indonesia

On September 26, it was announced that YouTube and e-commerce platform Shopee will launch an online shopping service in Indonesia, with plans to expand the service across Southeast Asia. The service, called YouTube Shopping, allows users to browse products on YouTube and directly purchase them through Shopee’s links. The service is set to expand to Thailand and Vietnam in the coming weeks.  

Source: Gelonghui

11.Xinjiang Opens First Cargo Route to the Middle East

On September 26, a Boeing 747-200F freighter took off from Urumqi Diwopu International Airport en route to Riyadh King Khalid International Airport in Saudi Arabia, marking the launch of the “Tianshan” Urumqi-Riyadh international cargo flight route. This is Xinjiang’s first international cargo route to the Middle East. The inaugural flight transported 85.21 tons of cargo, valued at approximately 9.5 million RMB, mainly consisting of cross-border e-commerce goods and express items.  

Source: Xinjiang Daily

12.Shenzhen Airport Handles 21 Tons of Cross-border E-commerce Goods from January to August  

On September 26, it was reported that Shenzhen Airport continued its robust development of cross-border e-commerce business, handling 217,000 tons of cargo from January to August 2024, an 85.3% increase year-on-year. In 2023, Shenzhen Airport’s cross-border e-commerce business grew rapidly, with an annual cargo volume of 175,000 tons, an 80.3% year-on-year increase, showcasing the strong resilience and market vitality of Shenzhen's air logistics industry.  

Source: Shenzhen Transport Bureau

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Public Account: Cross-border E-commerce Logistics Baixiaosheng