EXTRANS GLOBAL - Weekly Logistics Operation Update - Week 07

📌Weekly Logistics Highlights:

The news highlights this week include:The U.S. Postal Service reverses its ban on packages from China due to new tariffs, leading to a significant increase in foreign trade container throughput at Shenzhen Port. The changes in U.S. trade policy and Chinese imports raise concerns among Vietnamese businesses...

Hong Kong, China

🔹USPS Reverses Parcel Ban from China Amid New Tariffs to Prevent Online Shopping Disruptions

The U.S. Postal Service initially announced it would stop accepting parcels from China and Hong Kong due to a new 10% tariff on Chinese goods and the end of a customs exception for low-value shipments. However, the Postal Service reversed this decision the following day, stating it would collaborate with Customs and Border Protection to implement a collection process for the new tariffs, aiming to prevent delivery disruptions. This reversal is critical for online shopping platforms like Shein and Temu, which rely on affordable shipping options to maintain low prices for U.S. consumers.

Shenzhen, China

🔹Shenzhen Port Achieves Significant Growth in Foreign Trade Container Throughput

Shenzhen Port has capitalized on the global economic recovery and the resurgence of the international shipping market, maintaining high container throughput levels. In January 2025, the port reported a foreign trade container throughput of 2.853 million TEUs, a 15.5% increase compared to the previous year. New shipping routes and services, particularly for cross-border e-commerce, have been established to enhance logistics efficiency. Additionally, innovative measures by Shenzhen Customs aim to streamline the flow of containers across various ports, ensuring safer and more efficient transportation.

Guangzhou, China

🔹Guangzhou Port Experiences Strong Growth in Foreign Trade and Tourism in January 2025

In January 2025, Guangzhou Port saw strong growth in foreign trade container activities, with a 17.9% increase in freight volume and a 22.3% rise in container throughput compared to the previous year. The Nansha Port area performed particularly well, with a 19.5% month-on-month and 22.2% year-on-year increase. Two new shipping routes were added, enhancing Guangzhou's position as an international shipping hub. Additionally, the Pearl River cruise received 380,000 visitors in January, marking a 28% increase, with significant tourist activity expected during the Spring Festival.

Shanghai, China

🔹Port of Shanghai Sets New Record in January 2025

In January 2025, the Port of Shanghai continued the trend of record exports from China, handling an unprecedented 5.1 million twenty-foot equivalent units (TEUs) in a single month. As the largest and busiest port globally, it had already processed a record 51.5 million TEUs in 2024, solidifying its position as a key player in international shipping.

Tianjin, China

🔹Tianjin's Strategic Plans for Expanding Foreign Trade and E-Commerce by 2027

Tianjin Mayor Zhang Gong announced plans for 2024 to enhance the city’s openness and boost foreign trade, targeting $5 billion in foreign investment and an 8% increase in exports. The city will launch a "cross-border e-commerce + industrial belt" initiative by 2025 to integrate domestic and foreign trade, while recent reports indicate that over 80% of surveyed companies believe Tianjin's business environment is improving, with more than half of foreign enterprises considering China a key strategic market. By 2027, Tianjin aims for cross-border e-commerce transactions to account for 10% of its total trade, establishing over six specialized industrial belts and eight e-commerce industrial parks.

Qingdao, China

🔹Qingdao Launches Ark TaaS Model to Revolutionize Port Logistics and Trade Services

A new intelligent model called Ark TaaS (Trade as a Service) has entered public beta in Qingdao, developed by Qingdao Port and Shandong Port Science and Technology Group. This model focuses on six key scenarios in maritime trade, enhancing port logistics with intelligent services for shipowners, cargo owners, and freight forwarders. It aims to improve daily operations, strategic analysis, and logistics services, with users reporting increased efficiency in transportation planning and delivery.

Vietnam

🔹Concerns Rise Among Vietnamese Businesses Amid U.S. Trade Policy Changes and Chinese Imports

U.S. President Donald Trump has postponed the suspension of the de minimis provision, allowing duty-free entry for packages under $800, raising concerns among Vietnamese businesses about the impact of cheap imports. A recent U.S. executive action aims to ensure proper tariff processing, which may complicate customs for e-commerce shipments from China, leading to fines for misclassified goods.Vietnamese companies face stiff competition from low-cost Chinese products, especially on e-commerce platforms, forcing local traders to reduce prices drastically and leading to financial struggles. The shift toward direct-to-consumer models by large factories is expected to intensify in 2025, further challenging local brands that struggle with higher production costs and changing consumer preferences for cheaper options.

South Korea

🔹Korean Air Reports Strong Q4 Profit Driven by Cargo Demand

Korean Air has reported a net profit of 283.3 billion won (approximately $196 million) in the fourth quarter, a significant turnaround from a net loss of 234.6 billion won a year earlier, largely due to robust cargo demand. The airline's operating profit soared by 159% year-on-year to 476.5 billion won, while total sales increased by 1% to 4.03 trillion won, marking the third consecutive quarter of revenue exceeding 4 trillion won. Despite a 3% decline in passenger sales, the strong performance is attributed to increased air cargo driven by the Chinese e-commerce market and a year-end consumption surge. For the entire year, Korean Air achieved record sales of 16.1 trillion won, with a 10.6% increase from the previous year.

America

🔹Trump's Duty-Free Exemption Elimination Threatens E-Commerce and Air Cargo Sector

President Trump's recent order eliminating the duty-free exemption for low-value e-commerce shipments from China, Mexico, and Canada could disrupt business models for many international trade companies, particularly impacting the air cargo sector. The U.S. imported over 2.5 million tons of air cargo from China last year, including 1.3 million tons of low-value e-commerce products now affected by this decision. Stakeholders express confusion over the new rules and how to adapt, while large online retailers had previously leveraged the de minimis provision to avoid import taxes. The change may lead to a shift from air freight to ocean shipping, increasing inventory levels in the U.S. and affecting delivery speeds.

Bangladesh

🔹Chattogram Port Sees Surge in Container Cargo Amid Ramadan and Growing Garment Exports

In January, the Chattogram port experienced a significant increase in container cargo imports and exports, attributed to rising imports ahead of Ramadan and growing export orders for ready-made garments. Export-laden container shipments rose by 18.23% year-on-year to 75,234 TEUs, while import-laden containers hit a seven-month high of 124,039 TEUs, marking a 10.66% increase from the previous year. The surge in imports was driven by seasonal demands for garment raw materials and Ramadan-related goods. Industry experts remain optimistic about the garment sector's recovery, anticipating a potential shift in orders from China due to U.S. tariff hikes.

Myanmar

🔹Conflict in Myanmar Disrupts Operations at Teknaf Land Port, Causing Revenue Plummet

The conflict in Myanmar and the seizure of cargo vessels by the Arakan Army have caused a significant decline in activity at the Teknaf land port in Cox's Bazar, reducing ship arrivals from over 20 per day to just one or two per week. This has led to a dramatic drop in revenue, with daily collections falling from over Tk3 crore to nearly zero, as customs officials struggle to cope with the situation. The arrest of a vessel carrying 30,000 sacks of goods has further exacerbated the crisis, highlighting the challenges faced by importers due to the ongoing conflict and control of key areas by the Arakan Army.

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