Temu Phases Out Non-Platform Shipping Labels; J&T Ships 73M Parcels a Day in Q1
Latest Dynamics of Logistics & Supply Chains in China's eCom
Here’s our pick for last week’s news:
Temu Phases Out Non-Platform Shipping Labels
Cainiao Powers Up SameDay Delivery in Europe
J&T Rolls Out rabbitYoda for Faster Delivery
Hongkong Post Halts US Goods Shipments
New China-Brazil Route Halves Shipping Time
Air China Cargo Soars Post-IPO
J&T Ships 73M Parcels a Day in Q1
China's Trade Hits Record High in Q1
Temu Phases Out Non-Platform Shipping Labels
Temu is tightening its logistics control, banning U.S. semi-managed and local-to-local sellers from using FedEx for self-fulfillment, effective April 17. Sellers must now use Temu's designated shipping labels. By April 30, all non-platform labels will be phased out, with listings removed for non-compliance. Over 2,000 sellers were already delisted as of April 15. This policy is part of Temu's broader strategy to gain full control over logistics data and set the stage for future services like warehousing negotiations and logistics finance.
Cainiao Powers Up SameDay Delivery in Europe
Cainiao has delivered four advanced automated sorting centers to SameDay, enhancing the Romanian courier's same-day and next-day delivery services while aiding its cross-border expansion. SameDay, a leading player in e-commerce logistics in Romania and Southeastern Europe, now benefits from Cainiao's custom linear narrow-belt sorters, which improve sorting efficiency by 30%. The new facilities, located in southern and western Romania, streamline complex sorting tasks and support high-speed processing across 100+ routes.
J&T Rolls Out rabbitYoda for Faster Delivery
J&T Express has launched rabbitYoda, a premium delivery service for e-commerce sellers seeking faster, more tailored shipping. Built on J&T's existing network, rabbitYoda features VIP pink waterproof labels, green-lane priority at sorting centers, and personalized, door-to-door delivery. Though priced slightly higher than standard service (13 yuan vs. 12 yuan for the first kg), it promises greater speed and efficiency.
Hongkong Post Halts US Goods Shipments
On April 16, the Hong Kong SAR Government announced that Hongkong Post will suspend all mail containing goods to the US after the US revoked duty-free treatment for low-value shipments starting May 2. Sea mail has already been halted, and air mail will stop on April 27. Only document-only mail will still be accepted. Customers who have already posted sea mail containing goods will be contacted for refunds starting April 22.
New China-Brazil Route Halves Shipping Time
A new direct route linking China and Brazil's Ceará state via the Port of Pecém has launched, slashing shipping times from 60 to 30 days. The "Serviço Santana" route boosts trade efficiency, cuts logistics costs, and gives e-commerce platforms like SHEIN, Shopee, and AliExpress a sharper competitive edge in Brazil.
Air China Cargo Soars Post-IPO
Air China Cargo reported strong 2024 results in its first annual report since going public, with revenue up 38% to 20.58 billion RMB ($2.80 billion) and net profit surging 69% to 1.95 billion RMB ($265.36 million). All core segments—air cargo, ground handling, and integrated logistics—saw double-digit growth. The company expects Q1 2025 profit to reach up to 592 million RMB ($80.56 million), nearly doubling year-over-year, driven by fleet expansion and solid business performance.
J&T Ships 73M Parcels a Day in Q1
J&T Express delivered strong Q1 2025 results with parcel volume reaching 6.6 billion, up 31.2% year-on-year. The company averaged 73.3 million daily deliveries, driven by 50% growth in Southeast Asia (1.54 billion parcels) and 26.5% growth in China (4.98 billion parcels). Emerging markets like Saudi Arabia and Mexico also saw a 19.4% increase, totaling 76.6 million parcels.
China's Trade Hits Record High in Q1
China's foreign trade hit a record 10.3 trillion RMB ($1.40 trillion) in Q1 2025, up 1.3% year-on-year. Exports rose 6.9% to 6.13 trillion RMB ($0.86 trillion), while imports fell 6%. ASEAN remained China's top trade partner, with trade growing 7.1% to 1.71 trillion RMB ($232.70 billion), accounting for 16.6% of total foreign trade. Trade with the EU rose 1.4%, driven by surging exports of industrial robots (+81.9%) and high-end machine tools (+11.7%). Despite ongoing U.S.-China tensions, bilateral trade rose 4% to 1.11 trillion RMB ($151.05 billion).
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