The June Logistics Manager Index (LMI) report indicates a strong continued growth momentum in the logistics industry, with the LMI value reaching 60.7. Key drivers include inventory levels and transportation utilization. However, uncertainty surrounding high inventories and trade policies poses challenges to sustaining future demand growth.
JD Industry Development has built a more efficient logistics supply chain for the automotive industry through specialized service capabilities, strong resources, and green low-carbon strategies. Since 2021, JD has collaborated with several automobile manufacturers to enhance operational efficiency within the automotive sector, while also focusing on environmental sustainability to help companies achieve continuous development.
SF Technology successfully signed a cooperation agreement with the Civil Aviation Administration in Ganzhou, Jiangxi. Both parties will jointly research drone operational risks and provide support for the establishment of drone standards. This cooperation marks a further development of SF in the drone logistics sector, with a future focus on promoting industry standardization and technological innovation.
Cross-border e-commerce has rapidly emerged as a significant force in foreign trade over the past few years, driving rapid developments in the logistics industry. Government plans emphasize the importance of overseas warehouses, aiming to enhance market competitiveness and service efficiency. Various aspects such as improving customs efficiency and reducing logistics costs support enterprises in establishing overseas warehousing.
On December 2, China Shipping Group launched a new shipping route in Georgia, connecting China with the port of Poti, reducing transportation time to 39 days. This initiative enhances service capabilities for traditional European markets while also focusing on emerging markets like Georgia and Egypt. The opening of this route contributes to the implementation of the Maritime Silk Road in the Black Sea region, improving overall transportation efficiency.
Aviation logistics in Central China is rapidly emerging, with Ezhou Huahu, Zhengzhou Xinzheng, and Changsha Huanghua Airports as key players driving regional economic transformation. Supported by various policies and corporate investments, the cargo capacity of central airports has been enhanced, positioning them as important hubs for domestic and international logistics.
In the first quarter of 2025, the freight market shows initial signs of stability, but the underlying signals of economic recession and market pressures cannot be ignored. In the face of new challenges, freight companies must keenly capture market signals and proactively adjust their strategies to cope with future uncertainties.
As more American manufacturers reconsider their supply chain strategies, third-party logistics providers (3PL) have emerged as a key force in supporting the return of local production. By offering infrastructure support and logistics solutions, 3PLs facilitate a smooth transition for businesses, driving the growth of American manufacturing and economic recovery.
The United States recently signed a new trade agreement with Japan and the Philippines to promote economic cooperation and enhance trade fluidity. However, with the increase in trade, serious congestion in trans-Pacific shipping has emerged, necessitating measures to ensure transport efficiency and ensure mutual benefits for the three countries.
As of August 8, 2025, the exchange rate of the euro to the yen is 171.729, down 0.10% from the previous week. Over the past year, the exchange rate has fluctuated between 155.995 and 173.798. Investors should pay attention to market sentiment and economic data to optimize their trading decisions.
