DHL全球货运大中华区CEO：当前亚欧航线海运运价稳定，空运运价有下行迹象

Group 1 - The importance of Chinese enterprises in DHL's business landscape is continuously increasing, with more Chinese companies embarking on international expansion. Key industries showing rapid growth include high-tech, advanced manufacturing, and biopharmaceuticals [1] - DHL Group's 2030 strategy aligns closely with China's development strategy, focusing on investments in new energy, e-commerce, and biopharmaceuticals [1] - The new energy sector includes electric vehicles, lithium batteries, solar cells, and wind turbines, which require high levels of certification, personnel training, and regulatory compliance, representing DHL's core advantages [1] Group 2 - The pharmaceutical industry in China is transitioning from being an importer to a market with strong export demand, with Brazil and Africa identified as significant markets for Chinese pharmaceuticals and vaccines [2] - The logistics service demand from Chinese enterprises has shifted from a "price-first" approach to a need for integrated logistics services, encompassing customs clearance and last-mile delivery [2] - Southeast Asia, the Middle East, Africa, and Latin America are currently the main destinations for Chinese exports, with Southeast Asia benefiting significantly from the Regional Comprehensive Economic Partnership (RCEP) [2] Group 3 - Companies are adopting different strategies in response to tariff policies, with some pausing logistics plans until policies are finalized, while others maintain normal transport schedules due to sufficient profit margins [3] - The Red Sea crisis has lasted approximately 16 months, significantly impacting global shipping, with transport times from Asia to Europe extending by 10-14 days and 15% of global shipping capacity being affected [3] - If the Red Sea crisis eases by the second half of 2025, shipping routes and times may improve, potentially leading to a decrease in shipping rates [3] Group 4 - The domestic air freight market is highly competitive, with many companies adopting low-price strategies, resulting in low operating profit margins. Expanding into international long-haul freight is seen as a key direction for improving profitability [4] - The barriers to entry for outbound air freight are high, requiring a global network and compliance with complex regulations, which raises the business entry threshold [4] Group 5 - Global air freight demand is expected to remain strong over the next 1-2 years, particularly in the pharmaceutical and electronics sectors [6] - Despite the impact of tariff adjustments and geopolitical risks, the overall market is in a dynamic adjustment phase, with e-commerce goods from China previously driving significant air freight demand [7] - The air freight market is projected to perform strongly in 2024, driven primarily by e-commerce shipments, but may see a decline in volume starting in 2025 due to tariff fluctuations, while sea freight volumes are expected to rise [7]