来源：市场资讯 在产能过剩、收益压力重重的市场环境下，德迅集团实现了强劲的自由现金流，达到5.21亿瑞士法郎 （较上年增加2.09亿瑞士法郎）。然而，在成本增长方面仍需采取措施。 因此，德迅集团启动了一项覆 盖整个集团的成本削减计划，旨在通过结构性和可持续性措施，每年节省至少2亿瑞士法郎。长远来 看，德迅将通过优化核心职能部门和市场的流程，以及更多地利用自动化和共享服务中心来提高生产 力。 德迅CEO Stefan Paul表示："尽管市场环境充满挑战，德迅仍通过对关键领域的精准投资获得了市场份 额。随着集团范围内成本削减措施的推出，我们正采取行动维护成本基础。外部挑战迫使我们持续、持 久地提升效率和绩效文化。保持高质量的客户服务仍然是我们的首要任务。" 2025年前九个月，德迅海运物流的营业额达70亿瑞士法郎，EBIT达4.79亿瑞士法郎。业绩受到汇率负面 影响的显著影响。 截至2025年9月底，货运量同比增长1%，达到330万标准箱。自"解放日"以来，运往 图片来源：Teddy Jaans （来源：欧洲并购与投资） 德迅计划裁员多达1500人 由于利润大幅下滑，瑞士物流集团德迅Kuehne+Nagel正在 ...

Core Viewpoint - The recent surge in shipping demand between China and the U.S. has led to significant increases in freight rates and tight shipping capacity, driven by tariff reductions and a rush to replenish inventories [1][2]. Group 1: Shipping Demand and Capacity - Shipping companies are experiencing a tight capacity situation, with some reporting full bookings for May and price increases of $3,000 per container for June [1][2]. - A major shipping company has noted a 30% increase in booking volumes for the week of May 19-25, indicating a strong demand for shipping services [2]. - The adjustment of shipping routes and capacity is ongoing, but it requires time, as increasing capacity through new ships cannot be achieved quickly [2]. Group 2: Freight Rate Increases - Freight rates have seen a dramatic rise, with prices for a standard container increasing from approximately $2,200 to $3,000, and further increases expected in June [2]. - Shipping companies are implementing peak season surcharges, reflecting the heightened demand and rising operational costs [2]. Group 3: Impact on Export Enterprises - The impact of rising shipping costs varies among export enterprises, with some companies less affected due to their pricing models or the nature of their goods [3]. - Export enterprises are encouraged to optimize their logistics and supply chain strategies in light of rising costs and changing market conditions [4]. Group 4: Strategic Considerations - Companies are advised to take advantage of a 90-day exemption period to secure orders and market share, while also preparing for potential adjustments in supply chain strategies [4]. - The optimistic outlook among exporters is driving a "rush to export," reflecting a desire to lock in orders amid changing trade dynamics [4].

Core Viewpoint - The recent US-China Geneva trade talks have led to a significant reduction in bilateral tariffs, resulting in a surge in demand for shipping services as companies rush to fulfill backlogged orders within a 90-day grace period [1] Group 1: Market Demand and Shipping Capacity - Following the tariff reduction, there has been a notable increase in shipping demand, particularly on North American routes, with some shipping companies experiencing capacity constraints [1] - The president of DSV Greater China reported that the demand for shipping services is expected to continue rising over the next two weeks, with significant increases in cargo volumes from regions like Shanghai and South China [1] - Booking volumes for shipping have surged, with a 10% increase in week 20 and a 30% increase in week 21, indicating a positive shift in market expectations for US trade [1] Group 2: Operational Challenges and Risks - The rush to export goods has led to operational challenges, as shipping companies may struggle to quickly meet the increased demand, particularly on the East Coast where shipping cycles can take up to 85 days [1] - Exporting companies are advised to develop more reasonable strategies regarding transportation arrangements, contract management, and inventory levels in light of rising shipping costs due to upcoming General Rate Increases (GRI) [2] - The pressure on shipping capacity and the potential for imbalanced supply and demand dynamics could pose risks for companies engaged in international trade [1][2]