YIDA
It's a good day to be happy
Logistics Info
01
FedEx Stages a Comeback in 2025: Cost-Cutting, Efficiency Gains, and Freight Spinoff Fuel Recovery
After experiencing a 25% plunge in its stock price at the beginning of 2025, FedEx staged a strong rebound, ending the year with a slight overall gain. The key turning point was the release of its Q4 FY2025 report in June: the company achieved its $2.2 billion cost-saving target through the "DRIVE" initiative and plans to cut an additional $1 billion in costs this fiscal year via the DRIVE program and its Network 2.0 transformation. The Q2 FY2026 report released in November showed a 6.84% year-over-year revenue increase, marking the highest growth since Q2 2022. More notably, the company announced the spinoff and independent listing of its freight business, FedEx Freight (ticker: FDXF), scheduled for June 1 next year. This move allows FedEx to sharpen its focus on its core express delivery business while offering investors a specialized investment option. The ongoing structural optimization demonstrates the company's robust resilience amid global trade shifts.
02
Descartes Datamyne: Asia-U.S. Container Shipping Volume Drops 6.7% in November
According to statistics from the US research firm Descartes Datamyne, the volume of maritime container shipments from Asia to the United States in November decreased by 6.7% year-on-year, falling to 1.604 million TEUs (twenty-foot equivalent units). Shipment volumes have remained below the previous year's level for three consecutive months. The cumulative container shipment volume from Asia to the U.S. from January to November reached 18.602 million TEUs, essentially flat compared to the same period in 2024.
03
Shipping Giant Acquires Minority Stake in Dalian Container Terminal
Ocean Network Express (ONE) has announced the acquisition of a minority stake in Dalian Container Terminal, though the specific shareholding percentage and transaction amount were not disclosed. As a key foreign trade hub in Northeast Asia, Dalian Container Terminal leverages the advantages of Dalian Port's deep-water, ice-free harbor. With 14 container berths and an annual designed throughput capacity of 6.6 million TEUs, its actual throughput exceeded 5 million TEUs in 2024, ranking among the top in China in operational efficiency. The strategic value of the terminal was a core consideration in ONE's investment.
This strategic move also signals a shift in the shipping industry's competition towards an integrated model of "fleet + terminals + digitalization." The ability of leading shipping companies to synergistically control both shipping routes and terminal resources is becoming increasingly crucial, providing an important indicator for logistics professionals to grasp industry trends.
04
Leather Goods Prices Rise 22% Due to US Tariffs, High-Price Trend May Last Two Years
U.S. tariff policies have led to an average price increase of approximately 22% for leather goods. The Yale Budget Research Institute predicts this high-price trend will persist for 1–2 years. American companies selling leather goods have exhausted the inventory stockpiled before the tariffs were implemented. Currently, goods available on the market are seeing price hikes across the board due to increased costs for raw leather materials, overseas processing, and transportation expenses. The U.S. leather supply chain faces challenges in adjusting. Data show that in the 1950s, around 300,000 people worked in thousands of tanneries across the U.S., but now only about 50,000 remain employed in hundreds of factories. Boosting domestic production in the short term remains difficult. At the same time, the U.S. cattle herd has shrunk to its lowest level since the 1950s, and rising feed costs further constrain leather supply. While synthetic leather can serve as an alternative, it is primarily imported from Asia and is also affected by tariffs. Faced with mounting cost pressures, retailers are considering further price increases or cutting dividend distributions in the new year.
E-commerce Info
SF Express and Amazon Deepen Partnership
SF Express has recently become an official carrier of Amazon's FBA Inbound Shipping Track (FIST) system. This collaboration signifies critical recognition of SF's comprehensive cross-border logistics service capabilities and technological innovation prowess. Through deep integration and synergy at the system level, SF will empower global cross-border sellers by enhancing the visibility and control of FBA inbound logistics, striving to create more worry-free and efficient supply chain solutions.
Amazon's FIST system is designed to address four major pain points in cross-border inbound logistics: information silos, cumbersome manual operations, unstable delivery times, and performance risks. By establishing a transparent, automated, and intelligent end-to-end control system, it introduces new features such as smart warehouse transfers and automatic delivery window updates. These improvements help sellers reduce operational costs and optimize their inbound logistics experience.
Thailand's Trade Deficit Widens Amid Surging Imports
Thailand has recorded a larger-than-expected trade deficit for the second consecutive month, driven by import growth outpacing weak export expansion. This trend underscores economic risks, including a strong Thai baht that threatens competitiveness. Data reveals that the country's trade deficit reached $2.73 billion last month, exceeding economists' median forecast of $1.36 billion in an institutional survey. In October, Thailand posted a trade deficit of $3.4 billion, the largest since January 2023. The country's exports grew by only 7.1%, falling short of expectations, while overall imports surged by 17.6%, surpassing projections.
Rakuten France Delivers Strong Black Friday Performance, Tops All Platforms in 3C Sales
During the 2025 Black Friday period, Rakuten France ranked second in e-commerce sales in France, securing the top spot in sales for the 3C (computers, communications, and consumer electronics) category. Sales on Black Friday itself increased by 14.72% year-on-year, a significant surge of 162% compared to February this year. Sellers on the platform occupied half of the spots among the top ten sellers, indicating a continued concentration of leading sellers on the platform. Rakuten also released its product selection strategy for the winter sales promotion, highlighting key categories such as furniture, kitchenware, digital electronics, toys, and sports goods.
部分图册或摘自网络，意为分享: