1. DHL Acquires an E-commerce Fulfillment Company

On December 5, it was reported that DHL Supply Chain recently acquired a controlling stake in e-commerce fulfillment solutions company Brandpath, which is part of PJ Investment Group (PJIG). Brandpath provides fulfillment services to several well-known e-commerce businesses and brands, including Google and ShipBob. Following the acquisition, Brandpath’s customers will gain access to DHL's extensive logistics services across 220 countries and regions, creating opportunities for mutual growth. Through this collaboration with Brandpath, DHL expects to enhance its e-commerce offerings, helping brands leverage its global network for growth.  

Source: DHL  

2. FedEx Cargo Hub Sees Volume Drop by 96 Million Pounds

On December 5, it was reported that since FedEx stopped transporting U.S. mail in late September, Memphis has experienced quieter days, with about 60 fewer flights landing each day. According to data from the Memphis-Shelby County Airport Authority reported to the federal government, Memphis International Airport's cargo throughput in October dropped by approximately 96 million pounds, down nearly 14% from last year. The decline began in September, particularly at the FedEx hub, where cargo volume dropped more than 12%, or nearly 89 million pounds.  

Source: FedEx  

3. SF Express Launches New Overseas Warehouse

On December 5, it was announced that SF Express has launched a new e-commerce overseas warehouse in Australia. SF Express offers one-stop international warehousing and distribution solutions for cross-border e-commerce customers, including domestic consolidation, international freight forwarding, warehousing, and final-mile delivery. The Australian warehouse offers final-mile delivery via postal services, commercial express, and LTL trucking, helping sellers tap into the local Australian e-commerce market.  

Source: SF International  

4. SF Express H Shares Receive Over HKD 800 Million Increase

On December 5, it was reported that over three trading days, Morgan Stanley, JPMorgan, and private equity firm RWC collectively increased their holdings in SF Express by more than HKD 800 million. Morgan Stanley increased its holdings by 1.2485 million H shares of SF Express at an average price of HKD 33.6658 per share on November 28, totaling approximately HKD 42.03 million. Following the increase, Morgan Stanley's shareholding rose to 8.01%, up from 7.28%.  

Source: Kuaidi Ecology Circle  

5. Loctek Plans to Build Overseas Warehouse in the U.S.

On December 5, Loctek announced that its board of directors had approved the construction of the “Apple Valley Overseas Warehouse Project” in California, USA. The estimated cost of the project is USD 97 million (approximately RMB 700 million). The company’s wholly-owned subsidiary 6075 Lance LLC will be the investment entity for the project.  

Source: Loctek  

6. Cainiao International Launches "Fulfillment Butler" Service

On December 5, Cainiao International Express announced the launch of its "Fulfillment Butler" service. The service focuses on two main areas: enhancing intelligent services by allowing merchants to automatically cancel, intercept, and retrieve specific orders, and automating order fulfillment management, including automatic claims for abnormal orders. Additionally, the system can track real-time updates on delivery status, such as delays or issues. Essentially, every merchant using Cainiao International Express now has a dedicated logistics manager.  

Source: Cainiao  

7. Century-old Logistics Giant Acquired

On December 5, it was reported that Schneider National, Inc., a global leader in multimodal transportation and logistics services, announced it had reached an agreement to acquire North American logistics giant Cowan Systems for USD 390 million. Schneider also signed a separate agreement to acquire USD 31 million worth of Cowan's real estate assets. Once the acquisition is completed, Schneider's dedicated fleet will include more than 8,400 trailers, accounting for approximately 70% of its truckload assets. The acquisition will be funded by cash on hand and a new USD 400 million credit facility.  

Source: Yicai Shipping  

8. E-commerce Delivery Times Improve by 27% YoY

On December 5, Project44 reported that in November 2024, the average delivery time was only 3.7 days—a 27% improvement compared to November 2023 and a 33% improvement compared to November 2022. The report indicated that this reduction highlights the long-term trend of faster delivery times as online shopping grows and customer expectations rise. This change is primarily driven by Amazon’s standardized two-day delivery, which has pushed companies to optimize processes and improve customer satisfaction.  

Source: Project44  

9. IATA Reports 9.8% Growth in October Air Cargo Demand

On December 5, the International Air Transport Association (IATA) reported that global air cargo demand continued to grow strongly in October 2024. Total global air cargo demand, measured in freight tonne kilometers (FTKs), increased by 9.8% compared to October 2023, with international demand growing by 10.3%. Capacity increased by 5.9% year-on-year (international capacity increased by 7.2%), supported by an 8.5% growth in bellyhold capacity. This marked the seventh consecutive month of cargo capacity growth.  

Source: IATA  

10. Sichuan Airlines Launches “Nanning ⇌ Kuala Lumpur” Cargo Route

On December 5, Sichuan Airlines announced the launch of a cargo route between Nanning and Kuala Lumpur, operated with its newly introduced A321 freighter. This is Sichuan Airlines' seventh international cargo route from Nanning. The airline's freighter fleet now includes seven aircraft, consisting of five A330 freighters and two A321 freighters.  

Source: Sichuan Airlines Logistics  

11. Shopee Philippines Adjusts Platform Shipping Rate to 4.48%

On December 5, Shopee Philippines announced that starting January 1, 2025, it will introduce a 4.48% standard platform shipping rate (capped at 100 pesos per item per completed order). This rate will apply to all sellers using Shopee-supported logistics, including orders with seller-defined shipping promotions.  

Source: Shopee  

12. CMA CGM Imposes New Surcharge

On December 5, it was announced that CMA CGM, the world’s third-largest shipping company, has introduced a new Port Congestion Surcharge (PCS). Due to the current situation at Beira Port in Mozambique, a surcharge of USD 270 per TEU will be applied to all cargo shipped from the Far East (including China, Hong Kong, Macau, Northeast Asia, and Southeast Asia) to Beira Port, effective December 22.

Source: CMA CGM  

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