【观察者】航空物流每周市场动态（第216期）

10月制造业PMI：美德上升，中欧下降

中国PMI为49.3%，环比下降0.8个百分点；其中新出口订单指数为48.7%，环比下降1.3个百分点。（中国物流与采购联合会发布）

全球PMI为52.6%，环比下降0.4个百分点。（摩根大通和标准普尔联合发布）

欧元区PMI为52.7%，环比下降0.2个百分点；其中德国PMI为54.2%，环比上升0.3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55.5%，环比上升1.0个百分点。（美国供应链管理协会ISM发布）

10月，中国PMI指数下降跌至荣枯线以下，订单类指数明显下降，需求不足压力加大，制造业整体出口对于空运的后续支撑力度需谨慎观察。

一周货机航线动态

11月2日，中原龙浩航空开通郑州-东米德兰兹全货机航线，由B747F执飞，每周2班，主要运载电商货等。

11月3日，京东航空开通合肥-德里、合肥-新孟买全货机航线，由A330F执飞，每周分别为4班、3班，主要运载电子产品、纺织品等。

来源：全球航空货运、大皖新闻

FedEx扩充亚美货运网络

近日，FedEx宣布新增每周567吨亚太至美国的航空货运运力，采用波音777F货机，每周运营5班。新航线通过中国广州、上海、日本大阪及菲律宾克拉克等枢纽，经安克雷奇连接美国孟菲斯枢纽，并新增亚太至达拉斯—沃斯堡的每周5班货运连接。

此次扩容主要面向半导体、人工智能基础设施、高端电商及先进制造业客户。FedEx表示，亚太—北美航线2026年7月货运量同比增长9%，是全球增长最快的主要航空货运航线。新增运力将帮助企业应对年末旺季需求，并加强亚太制造业与美国科技产业市场的连接。

来源：Payload Asia

圆通计划引进长航程全货机

近日，圆通速递董事局主席喻会蛟表示，公司将继续拓展海外网络、延伸国际物流服务链条，并优化航线网络和机队结构，有序引进长航程全货机，提升航空资源使用效率。

喻会蛟还称，行业价格预计总体保持相对平稳，企业间竞争将进一步分化。公司总裁潘水苗表示，圆通将持续加大人工智能研发投入，提升全链路运营效率。

来源：证券日报

京东物流推出独立站供应链解决方案

近期，京东物流推出面向独立站商家的一体化供应链物流解决方案，覆盖一盘货管理、定制化服务、跨境运输、本土仓储、本土配送、逆向维保、大件送货上门等关键环节，为不同品类、不同规模的独立站商家提供全链路物流服务。

来源：京东物流黑板报

SHEIN在西班牙首推“协同物流”

近期，SHEIN在西班牙上线“协同物流”模式，向跨境Marketplace卖家开放由平台整合的GLS、FedEx、CTT尾程配送资源，服务覆盖西班牙、德国、法国、意大利、葡萄牙五国，旨在降低中小卖家在欧洲的履约成本。

来源：RetailBoss

TikTok Shop独立应用上线东南亚四国

近期，TikTok在东南亚推出独立的 TikTok Shop 购物应用，目前已在新加坡、泰国、马来西亚与菲律宾的应用商店上架，英国与美国地区暂未开放。此款应用提供基于兴趣的个性化商品推荐、直播与短视频带货、应用专属优惠、首单权益与免运费活动，并内置支付与订单跟踪、全天候客服支持。2026年9月，TikTok Shop在东南亚六国的合计访问量约4.62亿次。

来源：亿恩网

速卖通欧盟本地成交占比突破60%

速卖通AliExpress海外双11的首日数据显示，速卖通欧盟市场本地成交占比达到63%，其中波兰、西班牙的本地规模突破70%。本地官方仓单量环比618大促爆涨9倍，成为速卖通欧洲业务增长的重要驱动力。

双11期间，速卖通还在西班牙、法国、波兰3个国家的23个地区提供次日达服务，覆盖马德里、巴塞罗那、巴黎等主要城市。

来源：36氪出海

Air cargo demand continues to grow but peak surge looking unlikely

Xeneta数据显示，10月全球航空货运需求同比增长6%，运力持平，载运率上升2个百分点至63%。需求已连续增长七个月，但Xeneta表示，市场并未出现运价突破年内高点或包机价格“爆表”等信号，年末圣诞旺季出现货量高峰的可能性正在消退。Xeneta预计随着苏伊士运河航运持续恢复，部分海转空货量将从2027年二季度起逐步回归海运。

Data provider Xeneta's latest figures show that in October air cargo demand increased by 6% year on year while capacity was flat.

As a result, the cargo load factor increased by two percentage points to 63%.

Average spot rates were up 29% compared with last year at $3.11 per kg.

While demand is on a run of seven months of consecutive growth, Xeneta says it doesn't seem like there will be a further surge in volumes during the air cargo Christmas peak season.

"Market conditions showed few signs of a sudden increase in capacity pressure, a surge in rates above the levels already seen across the year, or freight charter prices 'hitting the roof' that would signal a late peak in volumes," said Xeneta's chief airfreight officer, Niall van de Wouw.

The transpacific has been this year's growth leader as AI-related shipments continue to fill aircraft, with Asia Pacific to North America volumes up 15% in October.

Xeneta warned that Asia to Europe e-commerce volumes were 61% down year on year in the third quarter.

Looking ahead, Xeneta expects cargo that moved to air for reliability rather than speed to start returning to ocean once schedule reliability shows a sustained recovery, most likely from the second quarter of 2027.

来源：Air Cargo News

Prestwick planning new China cargo route

苏格兰格拉斯哥普雷斯蒂克机场正在与江苏政府、南京机场就建立一条新的货运航线进行谈判。该机场已有20个每周定期航班飞往中国，直接连接乌鲁木齐，广州，成都和上海。

Glasgow Prestwick Airport is in talks to establish a new cargo route with Nanjing Lukou International Airport in China as it continues to expand its direct connections with East Asia.

The plans for the new route next year were discussed during a meeting in Nanjing between Prestwick's chief executive, Jules Matteoni, regional director, Colin Dai, vice governor of the People's Government of Jiangsu Province, Ma Shiguang, and local officials, said Prestwick in a press release.

Prestwick did not disclose what airline would potentially operate the route, but discussions will now continue on the commercial and operational requirements for the proposed service, with further details on the operator and launch schedule to be announced in the coming months.

Prestwick already hosts over twenty weekly scheduled services to China, with direct links to Ürümqi, Guangzhou, Chengdu, and Shanghai.

In September, Air China Cargo established a new route between Ürümqi Tianshan International Airport in China and Prestwick, and in May, Air China Cargo announced it would begin a scheduled freighter service from Shanghai Pudong International to Prestwick.

来源：Air Cargo News