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Focus on logistics newsletter-The demand for air transportation is rising!

Shein and Temu are hot overseas, and the demand for air transportation is rising! 


The sales growth of Temu and Shein in overseas markets has driven a large number of domestic goods to be exported overseas, and the proportion of cross-border e-commerce goods exported to total exports has increased. As most of Temu and Shein's goods are transported by air, the air transport market is booming. 


In the first half of this year, China's cross-border e-commerce import and export volume reached 1.1 trillion yuan (US $155 billion), accounting for about 5.5% of the total merchandise trade.


Some logistics executives said that in some cases, some cross-border e-commerce platforms are even willing to pay nearly twice the cost of ordinary freight customers to ensure delivery can be completed within the specified time. As the air transport market is gradually in short supply, this has led to a rapid increase in air transport prices. 


Air freight rates have risen significantly since the second half of the year, figures show. Air freight prices on trans-Pacific routes from Hong Kong and Shanghai are understood to have risen steadily during the peak Christmas delivery period and are already above 2022 levels.


In sharp contrast, from 2022 to now, the global marine freight index has dropped significantly. 




Shein、Temu海外火热,空运需求上涨!


       Temu和Shein在海外市场的销售增长,带动了国内大量商品出口海外,出口跨境电商货物占总出口额的比例整升。由于Temu和Shein的大多数货物采用空运,带来空运市场繁荣。


       今年上半年,中国跨境电商进出口额达1.1万亿元(1550亿美元),约占商品贸易总额的5.5%。


       有物流高管表示,在某些情况下,一些跨境电商平台甚至愿意支付普通货运客户近两倍的费用,以确保能在规定的时间内完成交付。随着空运市场逐渐出现供不应求的情况,这导致空运价格快速上升。


       数据显示,自今年下半年起,空运费率显著上升。据了解,从香港和上海出发的跨太平洋航线的空运价格在圣诞节交货高峰期稳步上升,已经高于2022年的水平。


       与之形成鲜明对比的是,从2022年至今,全球海运运价综合指数显著下跌。