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 due to its efficiency and flexibility, particularly in the context of increasing global trade uncertainties and the growth of cross-border e-commerce [3][12]. Summary by Sections TIR Overview - TIR is established based on the UN TIR Convention, allowing cross-border transport across 78 contracting countries with a unified international guarantee system, enabling "one declaration, one vehicle direct delivery" without changing vehicles or inspections [5][6]. Advantages of TIR - TIR significantly reduces transportation time, with shipments to Moscow taking only 11 days, compared to 55 days by sea and 30 days by rail, thus enhancing cash flow and reducing costs for businesses [6][9]. - TIR offers a balance of speed and cost, being faster than rail and sea transport while being more affordable than air freight, making it attractive for e-commerce clients who prioritize delivery speed over cost [6][12]. Limitations of TIR - TIR has limitations regarding shipment size; smaller shipments may incur higher costs, and larger machinery may not fit in available vehicles [7]. Market Growth and Expansion - The TIR model began to gain traction in 2023, with significant growth observed in 2024, as businesses became more familiar with the model and its capabilities [9][12]. - In the first half of 2025, TIR transport vehicles at the Manzhouli port reached 694, a 342% increase year-on-year, with a total value of 890 million yuan, marking the highest record since the TIR service began [9][10]. Regional Developments - TIR services have expanded from northern to southern cities in China, with new routes established in Zhejiang, Guangdong, and other regions, enhancing connectivity to Central Asia and Southeast Asia [10][11]. Policy Support and Market Demand - The growth of TIR is supported by China's policies to optimize cross-border e-commerce regulations, leading to increased demand for TIR services, with many clients needing to book vehicles weeks in advance [12][13]. - The TIR model is expected to strengthen trade relations with Belt and Road Initiative countries, contributing to regional economic integration [13][14].