Amazon's profitability heavily relies on its strong performance in the US market. The US market contributes over 70% of its revenue and, with a significant Customer Lifetime Value advantage, is a key driver of Amazon's profit growth. The US market provides a stable cash flow, supporting its technology research and development, logistics construction, and global expansion, creating a virtuous cycle that solidifies its global e-commerce leadership.
Sea Group, Shopee's parent company, is strategically readjusting its focus back to the Southeast Asian market, with a significant bet on Malaysia. This involves increased investment, including the construction of large-scale logistics parks, aiming to strengthen its competitive advantage, address logistical challenges, and improve profitability. However, the market remains highly competitive, and whether Shopee can effectively convert growth into sustainable profits remains a key challenge.
While Shopee retracts its global operations, SHEIN expands aggressively, venturing into physical markets in Japan and Canada. By opening physical stores, building overseas warehouses and offices, SHEIN is accelerating the construction of a global physical supply chain ecosystem, enhancing operational efficiency and service levels. This strategic shift reflects the e-commerce industry's transition from a focus on 'traffic is king' to 'physical infrastructure is fundamental'.
At COP28, major shipping companies issued a joint statement calling for a halt to the construction of new fossil fuel vessels and urging the IMO to develop a regulatory framework for green fuels. The shipping industry's green transition faces multiple challenges, including technology, cost, and regulation. International organizations, governments, shipping companies, and consumers need to work together to accelerate decarbonization and achieve sustainable development.
US diesel prices have risen for 14 consecutive weeks, reaching $2.801 per gallon, a recent high. Key drivers include crude oil prices, limited drilling activity, and a slow economic recovery. The price increase is expected to raise costs for transportation, agriculture, and construction, potentially triggering inflation. Businesses and individuals should improve fuel efficiency and adopt alternative fuels. The government may consider intervention to alleviate the pressure.
A Colliers report highlights the current state of the top 25 US industrial real estate markets. Supply is cooling down, and while demand is temporarily declining, long-term prospects remain optimistic. Rental rate growth is slowing, and vacancy rates are increasing. High interest rates and construction costs pose significant challenges. The market outlook is cautiously optimistic, requiring attention to structural shifts and evolving dynamics.
The 2026 Hefei Intelligent Building and Smart City Integrated Development Seminar will be held on March 26th. This event aims to build an industry exchange platform, bringing together experts, scholars, and practitioners to jointly explore technological innovation, market opportunities, and project cooperation. The goal is to promote the vigorous development of intelligent building and smart city construction and achieve a win-win situation for the industry.
In the face of a complex and ever-changing logistics environment, businesses urgently need to embrace data-driven freight payment and management models. Through refined freight auditing, optimized transportation modes, and the construction of diversified supply chains, companies can not only reduce costs and improve efficiency but also build a resilient logistics system. This allows them to move forward steadily amidst uncertainty and achieve sustainable development.
The 15th PICARD Conference focused on customs transformation and sustainable development in the context of the pandemic. Discussions centered on the reshaping of customs roles, customs' responsibilities in sustainable development, the construction of performance evaluation systems, and data-driven customs management models. The conference aimed to provide intellectual support and practical guidance for the modernization of customs worldwide. Registration was free and open to all participants.
AFS Aviation Fuel Services GmbH provides aircraft refueling and fuel storage services at major airports in Germany and Austria. They also offer tank facility engineering, supervision of fuel vehicle construction, and fuel consulting. Their affiliated company, GlobeFuel, offers the 'FHS Fuel Handling System,' which facilitates intelligent fuel management and enhances operational efficiency. This system streamlines processes and optimizes resource utilization for aviation fuel operations.
