应对外贸履约时效和不确定性 第四物流通道今年爆发

Core Viewpoint - The TIR (Transports Internationaux Routiers) logistics model is rapidly gaining traction in cross-border transportation, driven by the increasing demand for faster and more flexible logistics solutions amid global trade uncertainties and the growth of cross-border e-commerce [1][4]. Group 1: TIR Logistics Model - TIR allows for cross-border transport with a single declaration and no need for vehicle changes or inspections, making it a highly efficient logistics option [2][4]. - The TIR model significantly reduces transit times, with shipments to Moscow taking only 11 days compared to 55 days by sea and 30 days by rail, thus enhancing cash flow for businesses [2][4]. - TIR is positioned as a hybrid solution, offering near air freight speed at a lower cost than air transport, while being more flexible than traditional shipping methods [2][3]. Group 2: Market Growth and Demand - The implementation of the TIR convention in China began in 2019, but significant market growth has only been observed in 2023, with a notable increase in TIR transport vehicles and routes [4][6]. - In the first half of 2025, TIR transport vehicles at the Manzhouli port reached 694, a 342% increase year-on-year, indicating a surge in demand [4][6]. - The rapid expansion of TIR routes, including new connections from southern cities like Wenzhou and Shenzhen, reflects the growing market interest and the need for efficient logistics solutions [5][6]. Group 3: Industry Impact - The TIR model is enhancing trade relations between China and countries along the Belt and Road Initiative, contributing to regional economic integration [8]. - China's exports have seen a 6.1% increase in the first seven months of the year, with significant growth in exports to ASEAN, India, and Africa, highlighting the positive impact of TIR on trade [8]. - The logistics model is also facilitating the return of goods to China, thereby reducing empty return costs and promoting a balanced trade flow [8].