【观察者】航空物流每周市场动态（第208期）

8月制造业PMI：中国回升，欧美分化

中国PMI为49.8%，环比上升0.6个百分点。（国家统计局和中国物流与采购联合会发布）

全球PMI为52.3%，环比上升0.2个百分点。（摩根大通和标准普尔联合发布）

欧元区PMI为52.7%，环比上升0.8个百分点；其中德国PMI为54.3%，环比上升2.1个百分点。（标准普尔和德国汉堡商业银行HCOB联合发布）

美国PMI为54.6%，环比下降1.0个百分点。（美国供应链管理协会ISM发布）

8月中国制造业PMI有所回升，产需同步改善，新订单拉动景气修复，装备及高技术制造业扩张较快，新动能韧性凸显，新出口订单回升。欧美制造业维持扩张但走势分化，欧元区上行、美国高位回落，外需具备一定支撑，但可持续性仍存不确定性。

一周货机航线动态

8月29日，香港货运航空开通香港-布里斯班全货机航线，由A330F执飞，每周1班，主要运载高价值货物。

9月3日，中国物流开通岳阳-河内全货机航线，由B737F执飞，每周5班，去程主要运载跨境电商商品、工程机械配件、特色农副产品等优质湘品及中部地区货品，回程重点承运越南优质生鲜及特色消费品。

9月3日，国货航开通乌鲁木齐-列日全货机航线，由A332F执飞，去程主要运载跨境电商、机械电子、高端制造、特色农产品，回程主要运载生鲜冷链、生物医药、高端消费品等货源。

来源：全球航空货运、航空货运资讯速递

埃塞航拟采购10架波音货机

近日，埃塞俄比亚航空正推进重磅货机采购计划，拟向波音订购多达10架全新货机，其中包括现款B777F以及新一代B777-8F。目前，交易已进入最终敲定阶段，首批或将落地2架B777F货机。数据显示，埃塞俄比亚航空目前由旗下埃塞俄比亚货运运营的货机阵容包括：12架B777F：主力干线宽体货机，承担洲际长途货运核心运力；4架改装B737-800BCF：适配中短途、区域支线货运场景，灵活补位细分市场；3架B767-300型（含1架改装货机）:丰富运力层级，覆盖多元货运需求。若此番新订单落地，其宽体货机规模将进一步扩大，巩固其在非洲乃至全球航空货运市场的枢纽地位。

来源：全球航空货运

UPS宣布转型：弱化末端包裹配送，全面转向高价值全球综合物流

近日，美国物流巨头联合包裹运送服务公司（UPS）官宣全新运营模式与管理层架构调整，正式完成战略定位升级。公司将逐步剥离传统低价小件包裹配送业务，聚焦全球综合物流高端赛道。

UPS明确将弱化电商包裹最后一公里配送业务权重，重点发力医疗物流、工业物流、汽车供应链物流及中小企业高端定制物流等高附加值领域。目前医疗物流已成为UPS核心优质板块，业务规模接近120亿美元，是UPS核心增长极。

据公开数据显示，UPS本次业务结构性优化力度空前。18个月内，公司主动削减50%亚马逊配送订单，日均缩减低效运量约200万件；关停150个包裹分拣中心，精简3万名员工，全面完成低端低效业务出清与产能瘦身。

来源：壹航运

京东产发沙特吉达智慧物流枢纽正式动工

当地时间8月30日，京东产发位于沙特吉达Oasis工业园区的智慧物流枢纽项目正式动工。这标志着京东产发与沙特工业城市和技术区管理局（MODON）的战略合作进入实质性落地阶段。

MODON 是负责沙特工业城市和技术区开发与运营的政府机构，统筹沙特全境工业城市及综合基础设施建设。作为双方合作的重要落地项目，项目集先进物流设施、智能管理系统与可持续发展理念于一体，预计2027年9月运营后，可更好满足吉达及沙特西部地区需求，为零售、电商、制造、汽车、食品、医药等行业企业提供高标准基础设施服务。

来源：京东产发

香港首个攀爬机器人仓库在菜鸟eHub投用

9月4日，香港首个攀爬机器人仓库在菜鸟eHub投入使用。新库区包含四向穿梭机器人立体存储库与攀爬机器人拣选库，仓内不预留人工与叉车通道，实现高密度存储，整体利用率提升1.5倍，人工工作效率提升50%。56台攀爬机器人地面运行速度达4米/秒，10秒钟可爬至5层楼高货架，由AI统一调度完成料箱上下架与搬运。菜鸟自研攀爬机器人正加速应用于海外供应链网络，荷兰和西班牙仓库陆续交付，并在电子、服饰、电商零售等行业落地。

来源：钛媒体

希音港交所上市

9月1日，时尚和生活方式在线零售商希音SHEIN 在港交所上市，开盘持平，报48.56港元。截至今日港股收盘，报48.50港元，总市值2050亿港元。希音最终发售价为每股48.56港元。本次全球发售所得款项总额135.96亿港元，所得款项净额约132.14亿港元。希音全球发售所得款项，预计约40%将用于提升公司的技术能力，约40%将用于提高品牌知名度和增强全球布局，约10%将用于公司推广企业责任的举措，剩余资金将用于一般企业用途。

来源：澎湃新闻

DHL Global Forwarding to establish Changi Airport healthcare logistics facility

DHL全球货运将在新加坡樟宜机场新建专用医疗冷链枢纽，直连空侧，面积3047平方米，预计2027年底投用。设施符合GDP标准，支持2-8°C和15-25°C温控，配备冷库与实时监测，并提供机坪至客户仓库的全链路温控转运，保障高值时效性医药货物冷链不断链。樟宜现有温控能力已超37.5万吨/年。

DHL Global Forwarding will establish a dedicated healthcare logistics facility at Singapore Changi Airport to strengthen its capabilities for handling high-value, time-sensitive and temperature-controlled healthcare and life sciences cargo.

The temperature-controlled DHL Singapore Coldchain Hub with direct airside access will be located at air logistics facility Changi Nexus One, which has 8,000 sqm of warehousing space and direct apron connectivity and is situated in the Changi Airfreight Centre.

Targeted for completion by end-2027, the DHL Singapore Coldchain Hub will be a 3,047 sq m facility designed in accordance with Good Distribution Practice (GDP) standards.

It will support healthcare shipments requiring controlled temperatures of 2°C-8°C and 15°C-25°C, and feature specialised cold-chain infrastructure including GDP-qualified cold rooms and real-time temperature monitoring capabilities.

Together with dedicated temperature-controlled transfer solutions from aircraft to the DHL facility, and onward to its customers’ warehouses, these capabilities will help safeguard product integrity and provide a seamless, unbroken cold chain for healthcare and life sciences shipments moving through Singapore and across the Asia-Pacific region, said DHL.

The facility augments Changi Airport’s existing facilities, which provide a temperature-controlled environment across the airport ecosystem, currently supported by airside thermal protection solutions such as cool dollies and more than 9,000 sq m of airside-fronting temperature-controlled handling capacity of over 375,000 tonnes per annum.

来源：Air Cargo News

Air cargo market conditions becoming increasingly localised

CH Robinson指出，航空货运市场正日趋区域化，需求集中于AI服务器相关产品，推高日本、韩国、台湾、泰国、越南至美国的空运量，挤占其他货物舱位。而亚欧航线需求疲软，上海、香港运力充足，运价持续下跌。区域分化下，起运地具体状况比区域均值更具参考性。建议货主区分时效与非时效货物，利用亚欧低价，提前订舱并保持路线灵活性。

Air cargo market conditions are becoming increasingly localised as demand surges from certain origins and verticals while it eases from others, according to freight forwarder CH Robinson.

However, the current dynamic is more concentrated around a “relatively narrow set of products, manufacturers, and export markets”.

CH Robinson explained that equipment tied to next-generation AI server platforms is fuelling airfreight demand from Japan, South Korea, Taiwan, Thailand, and Vietnam into the US.

The surging AI demand is also putting pressure on capacity for other types of goods moving from, or through, these locations.

However, other markets, such as Asia-Europe, are seeing demand levels ease.

“In both Shanghai and Hong Kong, carriers continue to compete for available volumes [to Europe] as demand eases and capacity comfortably meets current needs. Rates have continued to soften, and neither market is showing significant peak-season pressure.

Explaining why the localisation of airfreight trends matters to shippers, the forwarder explained that the overall picture may not reflect conditions at individual airports or on certain origins.

“As demand becomes more concentrated, origin-level conditions may matter more than regional averages when planning airfreight.

The forwarder said that to combat the market conditions, shippers should separate time-sensitive shipments from freight with more flexible delivery requirements; watch a market’s cargo mix, not just capacity; take advantage of competitive Asia-Europe rates; plan earlier for constrained lanes; and build flexibility into routing decisions where possible.

来源：Air Cargo News