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Will Air Cargo Face a "Seismic Shock" Amid Tariff Pressures? How Much Longer Can E-commerce Cargo Demand Last?
Release Date：2025.04.11 Cate：ArticlesWill Air Cargo Face a "Seismic Shock" Amid Tariff Pressures? How Much Longer Can E-commerce Cargo Demand Last?Global air cargo demand, long fueled by booming e-commerce shipments, is now bracing for a “seismic shock” following sweeping global tariff policies announced by the United States. No party stands to gain from this disruption—trying to plan effectively in the face of ever-shif
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The U.S. Has Imposed a Total Tariff Increase of 104% This Year – Appreciate the Logistics Providers Still Covering Duties for You!
Release Date：2025.04.10 Cate：ArticlesOn the evening of April 8 (China time), the U.S. announced an additional 50% tariff on Chinese goods starting April 9. Combined with the previous tariff hikes of 34% + 10% + 10% over the past two months, the U.S. has already raised tariffs on Chinese goods by a cumulative 104% this year. If we include the 25% from the 2018 U.S.-China trade war and the basic tariff rates on some products, the total
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What Impact Will the Cancellation of the $800 Duty-Free Threshold Have on Direct Shipping Models of Companies Like TEMU and SHEIN?
Release Date：2025.04.07 Cate：ArticlesOn Wednesday, April 2, the U.S. government announced that starting next month, imported goods from mainland China and Hong Kong will no longer qualify for the U.S. "de minimis exemption" policy. The government also plans to apply similar measures to other countries in the future.Starting May 2, imports from mainland China and Hong Kong that would previously have qualified for de minimis
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Airlines Feast While Freight Forwarders Sip Soup: Will 2025 Be the Year for Freight Agents to "Run Naked"?
Release Date：2025.04.03 Cate：ArticlesWith the recent gradual recovery of the U.S. air cargo market, airlines’ high expectations are once again on the rise. Over the past three months, charter and block space freight forwarders have endured immense pressure, with many companies even losing most of the profits they earned last year. However, the recent short-lived rebound in the U.S. market has rekindled some confidence in the industr
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TEMU Expands Semi-Managed Model to New Market; FedEx Enhances International Export Services; TikTok Sale Agreement to Be Finalized Soon
Release Date：2025.04.02 Cate：Articles1. TEMU Expands Semi-Managed Model to a New Market April 2 – Following the launch of its first semi-managed site in Southeast Asia in February, Temu has further expanded its presence by officially launching its Malaysia site. Merchants can now register and list products, reinforcing Temu’s strategic expansion in the Southeast Asian market. The region’s cross-border e-commerce sector is experie
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Passenger Airlines Reap Cargo Revenue: Can Traditional Air Freight Giants Like FedEx and UPS Hold Their Ground?
Release Date：2025.03.31 Cate：ArticlesMore and more passenger airlines are venturing into cargo operations, trying to get a share of the growing air freight market. How much have airlines earned from cargo? Will traditional air freight giants see their market demand affected?1. The World's Largest Air Cargo MarketsAfter the boom during the pandemic, global air cargo volume continues to grow without showing signs of slowing down. A
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Why Have Air Freight Rates on U.S. Routes Suddenly Risen Sharply in the Short Term?
Release Date：2025.03.26 Cate：ArticlesSince early March, air freight rates on U.S. routes have ended the sluggish trend of the past two months, rapidly rising from just over ten yuan per kilogram to more than forty yuan in just one week. The sharp increase in rates has provided some relief to charter and block space operators, who had been under immense pressure. In the past two months, many charter operators have suffered losses in t
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Tariff policy fluctuations have led e - commerce platforms to cancel charter flights. Can B2B2C become the new normal?
Release Date：2025.03.19 Cate：ArticlesAfter the policy statement issued by the US government, the e - commerce market slowed down significantly after January 20th, especially in the United States and Europe. "This has led e - commerce platforms to cancel charter flights, disrupting the balance between supply and demand," said Kathy Liu, Vice President and Head of Group Sales and Marketing at Dimerco Express Group. "E -
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Will the Decline in Air Freight Rates Present Opportunities for Air Freight Direct Lines?
Release Date：2025.03.18 Cate：ArticlesAt the start of 2025, the U.S. tariff hikes on Chinese goods have had a profound impact on the global air cargo market. In the short term, air freight rates on the China-U.S. routes have dropped, and the surplus capacity has been redirected to other routes, causing global air freight rates to decline further. Meanwhile, with the rapid growth of the cross-border e-commerce industry, the semi-manage
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Will Air Freight Prices Drop Further as the E-commerce Boom Fades and Forwarders Delay Signing BSAs?
Release Date：2025.03.13 Cate：ArticlesCurrently, airlines are evaluating their all-cargo operations strategies for the summer. Xeneta predicts that many airlines will shift air freight capacity from China to Southeast Asia or transfer capacity to transatlantic routes. Forwarders are delaying signing Block Space Agreements (BSA) and shippers are postponing annual contract negotiations, opting for short-term agreements instead, awaiting
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Air Cargo Faces the Challenge of the End of Duty-Free Allowances!
Release Date：2025.03.10 Cate：ArticlesThis proposal could extend delivery times and increase air-transported goods prices by up to 50%.The duty-free allowance exemption policy will temporarily continue to apply to products from China, Canada, and Mexico, even though U.S. import tariffs on these countries are already in effect. This exemption allows imported goods valued under $800 to be exempt from additional duties. Originally part o
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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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- 2025-04-07
