This article analyzes the latest same-city express delivery services, such as Neijiang Express, Shijiazhuang's Mingtian Jixing Express, Guangdong's e-commerce agency shipping, and Shanghai International Express. It highlights the dynamic development of service innovations and market competition within the express delivery industry.
The Logistics Manager Index for June 2025 continues to rise, reaching 60.7, indicating a strong recovery in the logistics industry after recent fluctuations. Significant increases in inventory levels and costs have driven the growth of the index, while there is a shrinking trend in warehousing and transportation capacity. Uncertainty regarding future demand and trade policies remains a challenge.
In the fashion industry, brands must adapt to rapid market changes by optimizing their operations to meet consumer demands. Establishing a flexible and efficient supply chain is crucial, as it ensures timely product delivery while supporting sustainable development strategies. Brands need to explore multi-channel layouts and leverage exceptional logistics capabilities to quickly respond to market fluctuations, enabling them to stay ahead in every trend shift.
Global container throughput is recovering, but freight rates are plummeting. The World Container Index (WCI) has fallen for six consecutive weeks, down 57% year-on-year. Transpacific route freight rates have decreased significantly, mainly due to slowing demand and tariff policies. Analysts predict that freight rates will continue to decline, and the shipping industry may face severe challenges. The dramatic drop in rates despite increased volume suggests underlying shifts in global trade dynamics and potential overcapacity in the shipping sector.
Mediterranean Shipping Company (MSC) has restarted pandemic-era diamond-level freight rates, raising prices to $8,000 (West Coast) and $10,000 (East Coast), reflecting the current tight capacity in the shipping market and rising demand. Industry insiders are concerned about further increases in freight rates, prompting importers to reassess their supply chain strategies.
According to a UPS report, the overload situation in ocean freight has prompted shippers to turn to air freight to address shipping delays. With a surge in logistics demand, UPS has seen significant growth in international parcel volumes and revenues, as customers place a higher emphasis on timely deliveries. Choosing air freight is set to become a new trend in modern shipping.
With the surge in demand for air cargo, the market is exhibiting unprecedented vitality. The rise of cross-border e-commerce and geopolitical conflicts have driven up air freight demand, yet capacity shortages pose significant challenges for the industry. Despite ongoing uncertainties, major airlines must adapt their strategies flexibly to respond to the changing market landscape, ensuring they remain competitive in the increasingly complex freight sector.
On July 25, stocks in the express delivery industry surged, with Shentong Express hitting the upper limit. Yunda and SF Holding also performed well. This trend reflects the market's confidence in the recovery of the express delivery sector, making it a focal point for investors.
