Temu is actively preparing to directly enter the South Korean market, including hiring local employees and building a comprehensive logistics system. Temu may also accelerate the launch of third-party seller-operated stores to address potential tax policy changes and enhance market competitiveness. This move signifies a strategic upgrade for Temu in the South Korean market.
The trade war intensifies global economic uncertainty, posing multiple challenges for freight companies, including slower growth, rising inflation, and delayed interest rate cuts. Businesses should closely monitor policy developments, diversify supply chains, optimize inventory management, improve operational efficiency, strengthen risk management, and actively embrace digital transformation. By doing so, they can navigate uncertainty and seize market opportunities.
The Federal Reserve has paused interest rate hikes again, keeping the federal funds rate unchanged, mainly due to economic uncertainty. Ongoing trade friction exacerbates supply chain risks and poses challenges to inflation control. The future direction of interest rate policy depends on factors such as inflation data and trade policies. The US economy continues to face uncertainty.
The logistics industry faces a 'roller coaster' of challenges in 2025, including persistent volatility, policy shifts, and uneven demand. The FedEx pilot agreement may signal underlying industry changes. Companies must embrace digital transformation, build resilient supply chains, and strengthen risk management to seize opportunities amidst the uncertainty. Success hinges on adaptability and proactive strategies to navigate the evolving landscape.
This article analyzes the RMB exchange rate trend in 2025, discussing the impact of the year-end settlement peak on the RMB exchange rate. Combining predictions from multiple securities institutions and the policy stance, it provides reasonable settlement strategy recommendations for foreign trade enterprises. The aim is to help companies cope with exchange rate fluctuations and achieve stable operations.
Coupang will discontinue the registration of seller-fulfilled (SF) products. Existing SF listings will not be affected. Existing sellers with SF privileges should seize the last opportunity to list products and optimize current listings. Following the policy change, prices in SF stores are expected to decline. Sellers should proactively transition towards more standardized and efficient operational models.
On July 9, Trump reiterated the threat of increased tariffs, while Treasury Secretary Becerra noted that some countries might reach agreements, but not all parties would meet deadlines. The U.S. Secretary of Commerce stated that an agreement with ten major trading partners is forthcoming, increasing pressure on national survival. Cargo owners and freight forwarders must closely monitor policy changes to mitigate potential risks.
Data from Huangpu Customs shows that in the first quarter of 2025, the value and number of cross-border e-commerce exports to overseas warehouses reached historic highs, increasing by 3.1 times and 3.4 times respectively. Policy support has lowered entry barriers and encouraged companies to expand into international markets, driving continuous prosperity in the cross-border e-commerce industry.
BAF (Bunker Adjustment Factor) is a fee established by shipping companies to address fluctuations in fuel prices. By dynamically adjusting this fee, companies can manage cost changes. Combined with the IMO's low-sulfur fuel policy, BAF impacts logistics costs on shipping routes. Flexport has incorporated BAF into its rates to provide clients with a more transparent fee structure and better budget management.
The New Western Land-Sea Corridor faces multiple challenges in enhancing its iron-sea intermodal transportation capabilities, including inadequate infrastructure, weak industrial coordination, and a lack of regional cooperation. By strengthening infrastructure development, integrating resources, and optimizing policy guidance, it is possible to improve the overall transportation efficiency of this corridor, thereby supporting the economic development of the western region.
