1.Temu Plans to Introduce a Third-Party Platform Model

On November 20, it was reported that Temu is considering launching a third-party platform model, similar to Taobao, where merchants can select products, set prices, open stores, and ship overseas, with the platform charging a transaction commission. Initially, Temu adopted a fully-managed model where merchants delivered goods to domestic warehouses, and the platform handled pricing, sales, and shipping. In this model, goods were sent to customers via postal parcels. If this new third-party model is implemented, Temu will operate fully-managed, semi-managed, and third-party platform models simultaneously.  

Source: LatePost

2. Gukang Becomes One of Temu’s First European Partner Warehouses

On November 20, it was reported that Gukang, after becoming Temu's semi-managed partner warehouse for the U.S. site in May 2024, has now become one of the first partner warehouses for Temu’s European site. Gukang's system has been fully integrated with Temu's backend. From now on, sellers can use the Gukang interface to process orders in European countries, including Germany, France (already online), and others to follow.  

Source: Gukang

3.SHEIN Lowers Entry Requirements

On November 20, it was reported that SHEIN has adjusted its strategy starting from the second half of this year, further focusing on fashion categories through fully-managed, semi-managed, and SHEIN Marketplace models. Industry insiders reveal that SHEIN has recently lowered the entry requirements in certain regions, even for core categories like men's and women's apparel. Previously, factories required at least 1,000 square meters or 800 square meters for entry, but these standards have now been relaxed, allowing easier entry for merchants. SHEIN aims to attract potential suppliers and competitors' sellers, essentially to capture more supply-side resources and strengthen its supply chain.  

Source: TechXingqiu

4.Amazon Adds a New Contracted Air Carrier

On November 20, it was reported that 21 Air, a small cargo airline based in Miami, has officially begun operating its first Boeing 767-300 freighter on behalf of Amazon. This move marks 21 Air's entry into Amazon’s domestic air delivery network, enhancing Amazon’s logistics capacity. Amazon has been actively expanding its domestic air delivery network to meet increasing package delivery demands, and 21 Air’s addition provides Amazon with more cargo options and stable capacity, helping to improve logistics efficiency and strengthen its leadership in e-commerce logistics.  

Source: Baiyun Network

5. Amazon Global Store Opens on JD.com

On November 20, JD.com and Amazon Global Store jointly announced the official opening of the “Amazon Global Official Flagship Store” on JD.com. This offers consumers over 400,000 popular international products from more than 12,000 global brands, with cross-border shopping experiences that include free shipping and delivery within two days. The “Amazon Global Black Friday Shopping Festival” will also launch on JD.com on November 21, featuring imported products with discounts as low as 70% off.  

Source: JD.com Newsroom

6.SF Express Releases October Performance Report

On November 20, SF Express released its performance report for October. The company achieved total revenue of RMB 24.096 billion, a year-on-year increase of 16.16%. Of this, the express business contributed RMB 17.673 billion, up 14.26% year-on-year. The average revenue per parcel was RMB 14.64, down 9.96%, while business volume reached 1.207 billion parcels, up 26.92%. Supply chain and international business revenue reached RMB 6.423 billion, up 21.74% year-on-year.  

Source: SF Express Holdings

7.SF Express to Globally Issue 170 Million H-Shares

On November 20, SF Express Holdings announced its plans to issue 170 million H-shares globally through a Hong Kong IPO. The initial price range for the H-shares has been set at HKD 32.30 to HKD 36.30 per share. The Hong Kong public offering began on November 19, 2024, and is expected to end on November 22, with the shares scheduled to be listed and begin trading on the Hong Kong Stock Exchange on November 27.  

Source: SF Express Holdings

8.JD Delivery Service Reaches 70 Countries and Regions

On November 20, JD Express International expanded its service coverage to include 11 more African countries, including Egypt, Togo, the Democratic Republic of the Congo, Ghana, Cameroon, Kenya, Mali, Morocco, Nigeria, Tanzania, and Uganda. To date, JD Express International now covers around 70 countries and regions globally.  

Source: JD Logistics Newsroom

9.FedEx Enhances Operations in Latin America with New Routes

On November 20, FedEx announced it is expanding its air network by adding two new flights connecting key markets in South America and Central America with Miami. Luiz R. Vasconcelos, President of FedEx Latin America and the Caribbean, stated, "The launch of these new routes marks an important milestone in FedEx's history and growth strategy in the region. These flights are part of a broader network redesign to better serve customers of all sizes by offering direct connections across the Americas and the world."  

Source: FedEx

10.USPS Adjusts Amazon Parcel Processing for Peak Season

On November 20, USPS Deputy Postmaster General Douglas Tulino announced during a board meeting that USPS will adjust its handling of Amazon parcels during the upcoming peak season to prevent overload at processing centers. To improve efficiency, USPS will allow postal codes to independently process Amazon deliveries rather than routing parcels through larger regional centers during peak periods.  

Source: Cross-border E-commerce Logistics OmniSage

11.Hapag-Lloyd Adjusts China-Germany Express Service Rotation

On November 20, Hapag-Lloyd announced changes to the port rotation of its China-Germany Express (CGX) service. Starting from January 2025, the weekly service will follow this rotation: Yangshan (China) – Ningbo (China) – Yantian (China) – Singapore – Tema (Ghana) – Southampton (UK) – Rotterdam (Netherlands) – Wilhelmshaven (Germany). The first vessel with this new rotation, *Copiapo*, is expected to depart Yangshan on January 3, 2025.  

Source: Logistics Baba

12.Maersk Announces December Rate Increases

On November 20, Maersk announced a rate increase for December: Freight rates from Asia to Rotterdam for small/large containers will rise to USD 3,900/6,000, respectively, an increase of USD 750/1,500 from the previous rates. Additionally, Maersk will implement Peak Season Surcharge (PSS) starting in December for shipments from the Far East to Australia, Papua New Guinea, and the Solomon Islands.  

Source: Maersk

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