Group 1 - The importance of customs clearance services is crucial for timely delivery and the legal rights of importers [3][11] - A professional customs clearance company can assist importers in resolving various customs issues quickly and provide legal advice to avoid risks [3][4] - The main services offered by customs clearance companies include handling customs-held goods, providing necessary documentation, assisting with tax payments, and communicating with customs on behalf of importers [4][6] Group 2 - When selecting a customs clearance company, importers should consider the company's industry experience, problem-solving capabilities, and transparent service fees [5] - The typical process for customs clearance services involves several steps, including customs inspection, notification of detention, and coordination between importers and customs clearance companies [6] - Customs clearance services face challenges such as changing customs policies and the diversity of goods, requiring companies to continuously update their knowledge and maintain good communication with importers [7][9] Group 3 - The future of customs clearance services is expected to become more specialized and refined, utilizing technology like big data and IoT for efficiency and tracking [9] - There is a growing emphasis on environmental sustainability within the industry, pushing for green customs clearance practices [9][11] - Overall, the role of customs clearance services in international trade in Europe and the UK is significant, and choosing a reliable company is essential for importers [11]

Q1 2025 Earnings Call Nasdaq: CRGO May 20, 2025 08:30 Disclaimer About this Presentation This presentation does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any security. Please see our SEC filings for the most up to date information. The information contained herein does not purport to be all-inclusive and none of Freightos or its affiliates or representatives makes any representation or warranty, express or implied, as to the accuracy, completeness or ...

Financial Data and Key Metrics Changes - The company reported revenue of $6.9 million, representing a 30% year-over-year growth [24] - Platform revenue was $2.3 million, up 23% year-over-year, while solutions revenue reached $4.6 million, up 33% year-over-year [25] - Gross margin improved to 66.8% on an IFRS basis, up from 62.6% in Q1 last year, and non-IFRS gross margin increased to 73.7% from 70.3% [25] - Adjusted EBITDA improved to a loss of $3 million from a loss of $3.6 million in Q1 last year [26] - The company ended the quarter with $36.4 million in cash and cash equivalents [26] Business Line Data and Key Metrics Changes - The company facilitated over 370,000 transactions in Q1, a 25% increase from the same period last year [6] - The onboarding of four new carriers brought the total to 71 carriers on the platform [7] - The solutions segment saw notable enterprise customer wins, including a five-year contract with a major European building materials manufacturer [17] Market Data and Key Metrics Changes - In air cargo, global volumes were up 8% year-over-year, while rates were 6% lower compared to last year [7] - China's US ocean volumes dropped significantly during a period of high tariffs, impacting specific trade lanes [8] - The company noted a potential stabilization in trade relations following recent US-China agreements [12] Company Strategy and Development Direction - The company aims to expand its platform by adding new types of transactions and enriching existing services [15] - A new partnership with a major North American ground transportation provider will enable freight forwarders to book trucking services directly through the platform [16] - The launch of the Freightos Enterprise Suite is designed to serve the complex needs of multinational shippers [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the resilience of the business model despite macroeconomic uncertainties [28] - The company reiterated its guidance for the year, expecting continued growth in transactions and revenue [28] - Management highlighted the importance of digitalization in global trade and the significant growth opportunities available [24] Other Important Information - The company is participating in several upcoming investor events, including the Sidoti Microcap Conference and the Oppenheimer Technology, Internet and Communications Conference [4] - The company emphasized the critical value of its market intelligence during periods of significant market volatility [19] Q&A Session Summary Question: What factors could affect the company's ability to hit targets for the year? - Management noted that fluctuations in trade volumes could impact the platform segment, while economic uncertainty could affect the solutions segment [33][36] Question: How could supply chain diversification benefit the company? - Management indicated that the company benefits from market volatility by providing valuable tools and data to the industry [40][42] Question: How quickly could supply from companies like Timu and Shine come back online? - Management expressed uncertainty about the timeline for supply to return but noted that air cargo rates had not dropped significantly yet [48] Question: What is the revenue dynamic behind the new trucking partnership? - Management explained that the partnership would enhance the platform's offerings, allowing for a more comprehensive service for freight forwarders [50][57] Question: Why is there a mismatch between GBV and revenue growth? - Management clarified that a large portion of transactional bookings is based on a flat fee, which contributes to the mismatch [64][72] Question: What constitutes the economic moat for Freightos? - Management emphasized network effects as the primary moat, highlighting the importance of having a large number of buyers and sellers on the platform [74][76]

将20个集装箱的货物全部送往港口后，深圳市派格通运货运代理有限公司（以下简称"派格物流"）负责人谭方强和公司员工才松了口气。这 时候已经是5月18日凌晨5点，天边微亮，福围社区即将开启新一天的喧嚣。 福围紧邻着深圳宝安国际机场，是深圳有名的物流企业聚集地，也被称为"国际物流村"。其所在的宝安区福永街道更是有着超4300家跨境物 流企业，其中约六成企业经营着美国航线。 在中美日内瓦经贸会谈后，两国大幅降低双边关税水平，美方取消了共计91%的加征关税，中方相应取消了91%的反制关税；美方暂停实施 24%的"对等关税"，中方也相应暂停实施24%的反制关税。 国内市场应声而动，多家外贸企业恢复对美供应，福围的物流运输节奏随之快了起来。近日，《每日经济新闻》记者实探福围，走访多家物 流企业，探寻其在波动局势中的冷静和应变。 深圳"国际物流村"业务量回升 刚到福围社区附近，记者就看到楼宇上密集悬挂的物流公司名称和"美国专线""东南亚线"等广告字样，街道上穿梭的货车映衬出繁荣气象。 傍晚时分，天空飘过一阵乌云，福围速度丝毫不受小雨天气影响，小面包车在十字路口漂移转弯，碎石子飞溅到一米开外。 等待发出的货物，图片来源：每经记 ...

Group 1 - Recent adjustments in US-China tariff policies have led to a resurgence in exports from foreign trade companies in Shanghai and Jiangxi, with factories quickly ramping up production for the US market [1] - A knitting factory in Shanghai has resumed production for US clients, with plans to ship out orders by May 17, indicating a strong demand from American customers [1] - A textile company in Jiangxi has received a significant new order for 100,000 sets of children's clothing from the US, with production schedules extending into September [1] Group 2 - Ganyu Technology Co., based in Ganzhou, has received a request to resume the supply of over 500,000 sports helmets to US clients, highlighting the recovery of demand in the US market [2] - The foreign trade logistics sector is experiencing a peak in shipments to the US, with a notable increase in inquiries from international freight forwarding companies [3] - Yantian Port in Shenzhen is adjusting its scheduling to accommodate the surge in shipments to the US, with over 2,000 containers being processed for a single vessel [4]

Group 1 - The adjustment of tariffs between China and the US has led to a rapid resumption of trade activities, with many foreign trade companies in Guangdong's Foshan quickly restarting their supply to the US market [1][3] - American trader Mike, a long-time partner of a Foshan automotive parts manufacturer, has expedited cooperation following the tariff changes, emphasizing the urgency to increase orders and production [1][3] - The volume of cargo on the US shipping line has returned to pre-tariff levels within five days of the tariff adjustment, indicating a strong recovery in trade [3][5] Group 2 - In Shenzhen, the shipping and air freight sectors are experiencing a surge in activity, with a significant increase in cargo volume expected in the coming weeks [5][6] - In Xiamen, foreign trade companies are also ramping up production and shipping in response to the tariff reductions, with a notable increase in order fulfillment [6][8] - A clothing company in Xiamen reported that over 30% of its foreign trade business is with the US, and it faced a backlog of approximately 3 million RMB in orders due to previous high tariffs [8][10]

Group 1 - Recent adjustments in US-China tariff policies have led to a resurgence in exports from foreign trade companies in Shanghai and Jiangxi to the US market, with factories ramping up production [1][3] - A knitting factory in Shanghai has resumed production for US clients after a temporary halt in April, with operations now running smoothly to fulfill orders [3] - A textile company in Jiangxi has received a significant influx of US orders, including a new batch of 100,000 children's clothing items, and is currently working overtime to meet demand [5] Group 2 - A helmet manufacturing company in Ganzhou has received a request from US clients to resume the supply of over 500,000 sports helmets, indicating a strong recovery in orders [7] - The foreign trade logistics sector is experiencing a peak in shipments to the US, with a surge in inquiries from international freight forwarding companies [8] - Shipping companies in Shenzhen are adjusting their schedules to accommodate the increased volume of exports to the US, with container space becoming scarce [10]

Core Viewpoint - The recent U.S.-China trade negotiations have led to the cancellation of some tariffs, which is expected to revitalize the logistics market, particularly for freight forwarders involved in U.S. routes [1][2][17]. Group 1: Market Impact - Orders for logistics services have surged to more than double the pre-trade war daily average following the announcement of tariff cancellations [1]. - The logistics industry faced a significant downturn in April, with a drastic drop in cargo volumes due to high tariffs, leading to many freight forwarders experiencing severe financial strain [1][3][5]. - Shipping rates fluctuated significantly around the tariff implementation date, with rates dropping sharply after April 9, indicating a direct correlation between tariff policies and shipping demand [4][5]. Group 2: Trade Dynamics - The introduction of "transshipment trade" has increased as companies seek to navigate high tariffs, although regulatory scrutiny has intensified, making this option less viable [1][9][11]. - The U.S. is heavily reliant on Chinese imports, with China accounting for 65% of U.S. apparel imports and 52% of footwear imports, indicating the potential for significant supply chain disruptions due to tariff policies [6]. - The World Trade Organization (WTO) has predicted that the trade tensions could lead to an 80% reduction in trade volume between the U.S. and China [5]. Group 3: Future Opportunities - The recent tariff negotiations have created a sense of optimism among freight forwarders, who are now looking for new opportunities in the market as demand is expected to rebound [2][17]. - Companies are increasingly focusing on global supply chain strategies, with many considering relocating production to Southeast Asia to mitigate tariff impacts [13][14]. - The logistics sector is anticipated to undergo a reshuffling, with successful adaptation to the new trade environment potentially leading to growth opportunities for agile companies [14][19].

为支持长三角一体化及长江经济带发展，上海海关和长三角、长江流域各海关稳步推进"联动接卸"模 式，前期已覆盖江苏太仓，安徽芜湖，浙江独山、江西九江等4省13个内河港口，有效提升长三角物流 运输效能，降低企业物流成本，服务快速物流需求。 据上海海关的统计数据，今年一季度长三角区域通过"联动接卸"模式共完成进出口集装箱12.13万标 箱。(完) "'联动接卸'是洋山海关支持长三角区域一体化发展的重点举措，实施'联动接卸、视同一港'整体监管， 不断丰富'水水直连，多港互动，内河承接，洋山装卸'内涵，为企业降本增效提供支持。"洋山海关物 流监控四科副科长吴坤飞表示："洋山海关建立工作专班，协调解决多式联运集装箱查验和通关问题， 全天候值守，确保此次海港'联动接卸'模式第一时间落地吕四港，让广大企业尽早享受到政策红利。" 南通利达国际货运代理有限公司常务副总经理包小俊表示："'联动接卸'模式下每个集装箱货物可节省 物流成本约400元，物流时间有效缩短，是让企业实实在在受益的改革创新举措。" 中新网上海5月8日电 (记者姜煜)记者8日从上海海关所属洋山海关获悉，近日，长三角区域首票海港"联 动接卸"业务顺利落地。 当日，一 ...

大家好，我是卫明。 特朗普发起的关税战影响正在加深显现。今天聊聊最新情况，全文尽量无废话。 4月29日，美国市场一些最大的鞋类品牌请求特朗普暂缓加征关税。 这次不是一个品牌，而是美国鞋类分销商和零售商协会（FDRA）牵头，耐克、阿迪达斯、斯凯奇、安德玛等76个品牌联署写信请求豁免"对等关 税"政策，避免企业倒闭。 这封联名信里强调，平价鞋类公司无法承受高达150%-220%的综合关税（原有税率已为20%-37.5%），且无法转嫁成本；而且很多订单也因为关 税不确定性而搁置，导致鞋类库存未来几个月可能会面临短缺。 这等于是堵住了商品分散包裹避税的正规路子。 此举导致一些外国品牌停止发货，一些中小企业选择退出美国市场，而一些电商平台被迫重组物流体系，提高商品售价，并加速在美国建设本地 仓库，以避免高关税的直接冲击。 有消息说，洛杉矶港口出现"集装箱堆积但仓库无货"现象，34%订单被迫暂停。同时，根据联合早报报道，香港货运代理业正遭受中美关税战的 冲击，从5月12日起的一周内，从香港到北美西海岸的集装箱班轮有高达41%被取消。 随着时间推移，关税战对中美双方的影响会越来越明显，美国消费者会感受到高价和更慢的物流，而 ...