DHL全球货运艾若馨：新能源、生物制药正成出口新引擎

Core Insights - The current global trade environment is characterized by rising tariff barriers and a complex landscape for Chinese companies expanding overseas, leading to significant changes in export structures and logistics demands [1][2][5] Trade Environment and Export Structure - The fluctuation of global tariffs, particularly changes in U.S. trade policies, has notably impacted the export paths and logistics choices for Chinese enterprises, with varying effects across different industries [2][3] - The e-commerce sector has seen a marked decline in exports due to the U.S. cancellation of tax exemptions for small packages valued under $800, which previously fueled rapid growth in Chinese e-commerce exports [2][3] - In contrast, emerging industries such as new energy and biopharmaceuticals are becoming new growth drivers for exports, indicating a shift in China's export structure towards heavier and more specialized goods [1][3] Logistics Demand and Service Requirements - The demand for logistics services is evolving from a price-driven approach to a service-oriented model, as companies increasingly require integrated and resilient logistics solutions to navigate complex international environments [5][6] - Companies are now focusing on "brand export," necessitating higher standards for overseas operations and local delivery, while facing challenges such as policy risks and cultural differences in emerging markets [5][6] Technological Advancements in Logistics - The logistics industry is rapidly advancing towards automation and smart technologies, with innovations such as AI, robotics, and IoT playing a crucial role in enhancing operational efficiency and competitive advantage [6] - DHL is actively investing in technology to improve warehouse operations and last-mile delivery, utilizing automated guided vehicles and AI models to better predict market demand and optimize transportation arrangements [6]