EXTRANS GLOBAL - Weekly Logistics Operation Update - Week 20 -2025

📌Weekly Logistics Highlights:

The news highlights this week include:

Hong Kong, China

🔹Cathay Pacific's Cargo Business Hit by US-China Trade Tensions, Though Lower Fuel Costs Offer Relief

Cathay Pacific's cargo business faces challenges from declining China-US e-commerce volumes, canceled chartered flights, and falling freight rates due to Sino-US trade tensions, though lower jet fuel costs may help offset losses. HSBC upgraded Cathay's rating to "hold" and raised its target share price, citing potential profit gains from reduced fuel expenses, but uncertainties remain over tariff impacts and shifting trade patterns.

Shenzhen, China

🔹Qatar Airways Cargo Sees Rising Demand from China's E-commerce Boom...U.S. Tariff Impact Remains Uncertain

Qatar Airways Cargo reported steady growth in export cargo demand driven by China's cross-border e-commerce expansion, particularly for electronics and aircraft components. The carrier is expanding dedicated services to meet global logistics demand from tech hubs like Shenzhen and e-commerce giants such as Alibaba, SHEIN, and Temu, handling 191,600 tons of cargo on the Chinese mainland last year. According to IATA data, global air cargo demand rose 4.4% year-on-year in March, but potential ripple effects from U.S. tariff hikes loom ahead.

Guangzhou, China

🔹 New Breakthrough in Hunan-Guangdong-Africa Rail-Sea Intermodal Transport: Hengyang South-Nansha Port Direct Freight Train Launched

On May 10, the first direct freight train from Hengyang South to Guangzhou Nansha Port commenced operations, carrying 108 TEUs of soda ash and refrigerators. The goods will be transferred to ocean vessels at Nansha Port, marking a significant step forward in the development of the Hunan-Guangdong-Africa rail-sea intermodal transport corridor.This logistics network, with Zhuzhou as the main hub and Hengyang and Chenzhou as secondary centers, ensures efficiency through a "three priority" green channel (priority scheduling, loading/unloading, and customs clearance). Compared to traditional road transport, the new route significantly improves delivery speed and cargo security, establishing itself as a high-efficiency logistics solution connecting Hunan to global markets.

Shanghai, China

🔹China Sets New Maritime Milestone: World's Largest Green Car Carrier 'Anji Ansheng' Debuts in Shanghai

On May 15, SAIC Anji Logistics unveiled the Anji Ansheng—the world's largest car carrier (9,500 vehicles)—at Shanghai Haitong Terminal. The 21,000-ton vessel, equipped with intelligent low-carbon tech and carbon-neutral fuel capability, will transport 7,000 Chinese NEVs (including MG models) to Europe. This follows BYD's recent launch of its 9,200-vehicle carrier (BYD Shenzhen), highlighting China's push for green maritime logistics dominance.

Tianjin, China

🔹Tianjin Port Group Achieves Significant Growth in Logistics Operations

Recent data shows that Tianjin Port Group's logistics operations have experienced significant growth in the first four months of the year, with substantial increases across various cargo categories. The group aims to enhance its logistics capabilities by integrating supply chain resources and optimizing transport networks, focusing on customer needs and developing tailored logistics solutions. Future plans include expanding multimodal transport channels and improving inland logistics networks to support regional economic development and facilitate domestic and international trade.

Qingdao, China

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Vietnam

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During the April 30-May 1 holiday in Vietnam, air cargo experienced significant growth, with total throughput reaching 23,360 tonnes, an 18.57% increase year-on-year. Major airports like Noi Bai and Da Nang saw substantial cargo volume increases, while Vietnamese airlines transported 6,090 tonnes of cargo, up 3.87% compared to last year, indicating a strong period for air freight.

South Korea

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Delta and Korean Air are investing in WestJet, acquiring a combined 25% equity stake to strengthen their partnership and expand global network connectivity; Delta also intends to transfer a portion of its stake to Air France-KLM. These investments aim to enhance customer experience and solidify WestJet's position in the aviation industry.

America

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Maersk reports a significant 30-40% drop in US-China container volumes in April due to Trump's tariffs, leading companies to draw down inventory and postpone orders. Maersk warns of potential shortages and has adjusted its global container volume growth forecast, but has redeployed capacity to other trade lanes.

Bangladesh

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India revoked a transshipment agreement allowing Bangladesh to export goods through Indian ports, citing increased congestion for their own exports, a decision seemingly made without prior discussion. Underlying this move are potential economic and political factors, including concerns about under-invoiced Indian yarn imports impacting Bangladesh's textile industry and perceived intentions to facilitate yarn imports from third countries. This decision will likely increase costs and delays for Bangladeshi exports, particularly garments, necessitating improvements in Bangladesh's internal capacity, especially at Shahjalal Airport, and potentially impacting the broader bilateral relationship between Bangladesh and India.

Myanmar

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