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E-commerce Trends Shift May Hit Air Cargo
Release Date:2025.03.06 Cate:ArticlesThe U.S. government has set its sights on the “cash cow” of air cargo. The president has signed an executive order that cancels the tax exemption on Chinese e-commerce imports, dealing a heavy blow to the primary driver of air cargo growth in recent years. Similar to the previous imposition of tariffs on all imports from Canada and Mexico, the new administration’s stance on tax exemption has be
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What Impacts Will Cross-border Exports Face as the US Imposes an Additional 10% Tariff on China on March 4?
Release Date:2025.03.04 Cate:ArticlesOn February 27, Eastern Standard Time, US President Trump announced that starting from March 4, the US would impose a 25% tariff on Canada and Mexico, and an additional 10% tariff on China on the same day. Given that the US had already imposed a 10% tariff on China on February 1, with this new 10% increase, the total tariff increase on Chinese goods in 2025 will reach 20%.When combined with the 25
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SHEIN and TEMU are accelerating their warehousing investments in the US. Is the upsurge of overseas warehouses under tariff changes an opportunity or a challenge?
Release Date:2025.02.27 Cate:ArticlesThe booming development of the e-commerce industry and the uncertainty of the duty-free policy for low-value parcels have led to a sharp increase in warehousing demand, driving the rapid development of the logistics and warehousing industry. Chinese e-commerce giants such as TEMU, SHEIN, Alibaba, and JD.com are increasing their warehouse space in the US. But can betting on overseas warehouses cope
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Railways, road transportation by truck (trucking shipping), and express shipping have huge development potential in the field of e-commerce logistics! What kind of logistics services do cross-border e-commerce sellers really need?
Release Date:2025.02.26 Cate:ArticlesRailways, road transportation by truck (trucking shipping), and express shipping have huge development potential in the field of e-commerce logistics!What kind of logistics services do cross-border e-commerce sellers really need?Many people believe that logistics services need to be "fast". However, "fast" usually means a higher matching of transport capacity resources, and hig
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Will Air Freight Rates Return to Pre-2020 Levels?
Release Date:2025.02.25 Cate:ArticlesWith the United States imposing additional tariffs on Chinese export goods, and the potential cancellation of the tariff exemption for e-commerce parcels valued under $800 from China to the U.S., the market growth for e-commerce parcels on China-U.S. routes faces significant challenges. These policy changes have triggered a chain reaction, not only affecting cross-border e-commerce logistics model
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From Full-Managed to Semi-Managed: The Increasing Capital Threshold for Cross-Border E-Commerce Sellers
Release Date:2025.02.21 Cate:ArticlesOver the past two years, the full-managed model has brought significant changes to the cross-border e-commerce industry. With its low entry threshold, it attracted a large number of industry factories and domestic traders without foreign trade or e-commerce experience, significantly enriching the range of cross-border e-commerce products and greatly increasing the number of industry practitioners,
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New Developments in Cross-border E-commerce Logistics (Feb 20)
Release Date:2025.02.20 Cate:Articles1. Huamao Logistics Establishes New International Logistics CompanyOn February 20, Huamao International Logistics (Yinchuan) Co., Ltd. was established. The legal representative is Yin Renda, with a registered capital of 5 million RMB. The business scope includes: domestic container cargo transport agency; international air cargo transport agency; cargo packaging services; import and export of good
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U.S. Postpones Cancellation of $800 Tax Exemption: What Can E-Commerce Sellers Do?
Release Date:2025.02.18 Cate:ArticlesHow should cross-border e-commerce sellers adjust and strategize during the buffer period before the U.S. cancels its $800 tax exemption policy? This is a key point worth our attention!For e-commerce sellers who heavily rely on the U.S. market and mainly use the full-service direct shipping small parcel logistics model, 2025 may require a greater focus on risk mitigation strategies. It’s importan
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U.S. Tariffs Accelerate the Expansion of Chinese Manufacturing Overseas, Driving Demand for Global Supply Chain Services
Release Date:2025.02.17 Cate:ArticlesIn recent years, the implementation of U.S. tariff policies has accelerated the process of Chinese manufacturing expanding overseas. Increasingly, Chinese companies are choosing to build factories in target market countries to circumvent trade barriers, integrate into local markets, and assume roles in generating local tax revenues, creating jobs, and fulfilling their corporate social responsibili
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U.S. Tariffs Push Cross-Border E-Commerce to Transform into Localized Omni-Channel Retail
Release Date:2025.02.13 Cate:ArticlesAs the global economic landscape continues to evolve, 2025 is witnessing a series of profound changes, with the trend of manufacturing industries expanding overseas being particularly prominent.The recent U.S. tariff policy has become a catalyst for accelerating the global expansion of Chinese manufacturing capabilities. More and more factories are opting to establish production facilities in thei
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Is the Semi-Managed Model the Optimal Solution for the Development of Cross-Border E-Commerce?
Release Date:2025.02.12 Cate:ArticlesIn the past two years, the overseas warehouse market has seen rapid growth, largely driven by the demand surge brought about by the promotion of the semi-managed model in cross-border e-commerce. Whether the semi-managed model is the optimal solution for the development of cross-border e-commerce, or more specifically, which businesses or participants are most suited for this model, is worth discu
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Breaking News! The $800 Duty-Free Policy Temporarily Resumed! Cross-Border E-Commerce Sellers See a Major Breakthrough!
Release Date:2025.02.11 Cate:ArticlesAt the beginning of the new year, China’s cross-border e-commerce industry was hit by an unexpected storm. The U.S. Customs announced a 10% tariff on cross-border e-commerce packages exported from China and the cancellation of the duty-free policy for packages valued at $800 or less under Section 321 and T86 mode. This news was like a bombshell, instantly throwing the entire industry into chaos.H
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Which Types of Companies Are Best at Withstanding the Cyclical Nature of Air Cargo?
Release Date:2025.02.10 Cate:ArticlesThe air cargo industry is highly cyclical, involving many participants, including aircraft manufacturers, cargo airlines, charter operators, and freight forwarders. The ability of companies in different roles to withstand risk varies during these industry cycles.From the perspective of pure cargo airlines, their primary role is that of capacity providers.Although cargo airlines also undertake some
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After Local Subsidies Decrease, How Will the Air Cargo Charter Market Trend?
Release Date:2025.02.08 Cate:ArticlesWith the reduction of local subsidies, the air cargo charter market will undergo certain changes. Currently, many companies are formulating their charter plans for next year, mainly based on the level of local subsidies to determine route selection. Take a Boeing 747 or 777 long-haul wide-body freighter as an example—some local governments offer subsidies of up to millions of RMB per flight, sign
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The Cyclical Fluctuations in the Cross-border E-commerce Logistics Industry Are Accelerating, Making Corporate Decision-making More Challenging!
Release Date:2025.02.07 Cate:ArticlesWith the accelerated process of globalization, Chinese e-commerce platforms such as TikTok and other "Four Little Dragons" have made remarkable achievements in international markets.However, as these platforms’ influence grows overseas, they also face increasing levels of regulation and scrutiny. In particular, TikTok’s experience in the U.S. became a typical case before and after the
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How SHEIN's Logistics Model Supports Global Expansion Through Partnerships with DHL, FedEx, UniUni, and Others
Release Date:2025.02.05 Cate:ArticlesBehind the global expansion of e-commerce, how does SHEIN build a global logistics fulfillment network to meet the needs of customers worldwide?With its stylish yet affordable products, SHEIN has become a household name in fast fashion. However, what sets SHEIN apart globally is not only its competitive prices and wide product variety but also its excellent logistics and shipping strategies. Handl
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How to View the Capitalization Process of Cross-border Logistics Companies?
Release Date:2025.02.05 Cate:ArticlesAt the end of every year, many brokerages and investment institutions look for suitable investment, financing, and acquisition targets. After several years of development, the cross-border e-commerce logistics industry has significantly increased both its revenue and scale. As a trillion-dollar market, the cross-border logistics sector has seen the emergence of leading companies with revenues exce
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How to View the Challenges and Opportunities of Last-Mile Delivery Overseas?
Release Date:2025.01.17 Cate:ArticlesWith the surge in demand for overseas e-commerce packages driven by the expansion of China's "Four Little Dragons" platforms abroad, replicating the domestic e-commerce express model to overseas markets faces challenges such as customer base diversification, localization, and brand adaptation. At the same time, new models such as the separation of warehousing and delivery by e-commer
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Stay Alert! Rising Risks in the 2025 Air Cargo Market!
Release Date:2025.01.16 Cate:Articles1. E-commerce Platforms’ Increasing Control Over Air Capacity E-commerce platforms' control over air cargo capacity has intensified, resulting in a market dominated by major e-commerce players purchasing capacity as single large customers. Platforms such as SHEIN, TEMU, and other emerging e-commerce giants now directly or indirectly control over half of the available air cargo capacity. Lever
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The Escalating Contradiction Between Capacity and Demand: New Growth Areas for Air Cargo, Overseas Warehouses, and Small Parcel Express Lines in 2025
Release Date:2025.01.06 Cate:Articles2024 was a year of significant transformation in the cross-border e-commerce logistics industry. Whether it was the full or semi-managed models of e-commerce platforms causing industry shocks and reshaping the landscape; the temporary tightness in air and sea freight capacity along with changes in industry ecosystem and resource positioning; or the rapid development of the overseas warehouse marke
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Will air freight rates continue to rise with the tariff-driven purchasing surge in early 2025?
Release Date:2025.01.02 Cate:ArticlesCurrently, e-commerce cargo accounts for about two-thirds of air cargo exports from China, and many cargo operators are using this demand to push for higher contract rates for next year.A Shanghai-based freight forwarding company stated, “We’re in the peak season for air freight. Rates to Europe and the U.S. have already surpassed last year’s record highs. This isn’t surprising, as the main dr
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Cross-border e-commerce occupies 80% of air cargo capacity, marginalizing traditional freight forwarders?
Release Date:2025.01.02 Cate:ArticlesIn recent years, cross-border e-commerce has undoubtedly become the "golden egg" of global air cargo. Without exaggeration, e-commerce is rapidly evolving into the primary cargo type in the air freight industry, surpassing traditional goods. This growth trend is placing pressure on available capacity for other industries, driving up prices across the sector.By 2024, the surge in online p
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$30 Billion Freight Division to Spin Off and Go Public! Can it Help FedEx Overcome Multiple Challenges?
Release Date:2024.12.23 Cate:ArticlesFedEx announced plans to spin off its FedEx Freight division into an independent publicly listed company in an effort to simplify its business operations. But will this move allow FedEx to better address various challenges, including declining parcel demand, recapturing lost business, and stepping up competition to return to strong growth? 1. Spinning off the Freight Division into an Independent P
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Canada Post Strike Continues to Reshape the Industry: What Alternatives are Available for North American E-commerce Last-Mile Delivery?
Release Date:2024.12.06 Cate:ArticlesMany cross-border e-commerce businesses, hoping to ship packages before the strike ends, are actively searching for better logistics alternatives.1. Canada Post Proposes New Offer, but Negotiations Remain DeadlockedOn December 2, the national Canada Post strike entered its third week. On December 1, Canada Post submitted a proposal to the Canadian Union of Postal Workers (CUPW), known as the "
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The model of overseas warehouse stocking will become a key driver of future growth for cross-border e-commerce.
Release Date:2024.12.05 Cate:ArticlesThe model of overseas warehouse stocking will become a key driver of future growth for cross-border e-commerce. On November 25, Trump posted on Truth Social his intention to impose an additional 10% import tariff on China, in addition to the already planned tariffs. In July, during his U.S. presidential campaign, Trump was also reported to have considered increasing tariffs on Chinese imports to 6
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Who Controls Air Cargo Pricing Power Amid Unprecedented Price Hike Expectations?
Release Date:2024.12.04 Cate:ArticlesIt's the time of year when airlines and charter companies sign new annual BSA (Block Space Agreement) rates with air freight forwarders. With the backing of e-commerce platforms' shipping volume, airlines have record-high expectations for price increases. Major e-commerce platforms have already signed direct contracts with mainstream cargo airlines, and their shipments now account for at l
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TEMU and SHEIN Build Supply Chains, While Chinese Logistics Giants Seize the U.S. Warehousing Market!
Release Date:2024.11.13 Cate:ArticlesAt the same time, Chinese logistics giants are ramping up their overseas warehouse footprint, occupying more storage space across the U.S. Image Source: Internet According to Prologis, the world’s largest industrial real estate operator, as of the third quarter of this year, Chinese third-party logistics (3PL) operators and e-commerce companies accounted for 20% of the net leasing of new wareho
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Direct Shipping Sellers, Take Note! Grab Onto These Logistics Companies Now!
Release Date:2024.11.12 Cate:ArticlesIn the past few years, major platforms like SHEIN, TEMU, TIKTOK, and AliExpress have collectively expanded overseas, driving the rapid growth of direct shipping logistics lines and air cargo parcel volumes. With more and more small packages opting for air freight, the current global capacity of dedicated cargo aircraft is struggling to support the rapid future growth of cross-border e-commerce. Th
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Amazon, TEMU, and SHEIN are Rising—Next-Day Delivery No Longer a Money Maker for FedEx and UPS?
Release Date:2024.11.07 Cate:ArticlesImage Source: Internet It seems that more and more people are now opting for slower shipping methods to save money. Packages no longer "absolutely, positively" need to reach customers overnight, and the profits of FedEx and UPS are being squeezed. Recently, both of these global shipping giants have lowered their forecasts, partly because customers are shifting to cheaper options, such a
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From Warehouse to Global Giant: How Kerry Logistics Became the 10th Largest Freight Forwarder Worldwide
Release Date:2024.11.04 Cate:Articles1. Kerry Logistics' Global Expansion Strategy Since SF Express acquired Kerry Logistics, attention has mostly focused on SF’s interest in Southeast Asia and its ambition to expand in that region. However, Kerry Logistics, a logistics giant from Southeast Asia, operates in 59 countries and regions worldwide, making it a key player in goods transportation between Asia, Europe, and the U.S. Acco
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