【观察者】航空物流每周市场动态(第187期)

消费者信心：受能源价格上涨影响，美德皆下滑

美国3月密歇根大学消费者信心为53.3、环比前值下降1.1个点，降至三个月低点，主要因中东冲突持续推高能源价格，同时通胀预期再度抬升。

德国4月Gfk消费者信心录得-28.0、环比前值下降3.2个点，主要因能源成本高涨，消费者担忧通胀加剧，阻碍德国初现起色的经济复苏进程。

一周货机航线动态

3月27、29日，京东航空相继开通温州-达卡-宁波、重庆-芜湖、珠海-宿务全货机航线，皆由B737F执飞，每周分别为2班、6班、2班，主要运载跨境电商、水产品、温控生鲜等。

来源：全球航空货运

DHL快递与SHEIN签署“绿色航燃”协议

3月24日，DHL快递与SHEIN正式签署“绿色航燃（GoGreen Plus）”协议。根据协议，SHEIN将在国际快递航空运输中使用DHL快递提供的可持续航空燃料，以降低洲际空运的碳排放。

来源：物流指闻

雄安国际空港正式投用

近日，首都航空JD488航班从斯里兰卡科伦坡飞抵北京大兴国际机场，搭载的陶装饰品卸货后运抵河北雄安综保区完成海关验核，标志着全国首个依托综合保税区的不临空口岸——雄安国际空港正式投用，启用三字代码“NXA”，正式具备国际空运始发港与目的港功能，同时配建雄安国际航空货站。

来源：跨境电商物流百晓生

埃塞俄比亚航空租赁两架777客改货飞机

近日，埃塞俄比亚航空与AerCap签约，租赁两架B777-300ERSF改装货机，预计将于2028年第二季度交付。

来源：全球航空货运

菜鸟计划在欧洲开设多个专业品类仓

近期，菜鸟计划在欧洲开设一批专业品类仓，包含电池仓、大件仓等，目前德国曼海姆电池产品专用仓已经投入运营，且已获得相应的危险品仓储资质。该仓库还配备专业团队与定制化管理系统，能够为电池、电子、储能设备和新能源领域的出海企业提供涵盖国内集货、国际干线、目的港清关、合规仓储、本地配送的一站式供应链解决方案。业内人士指出，在欧洲税改政策下，越来越多的中国商品选择欧洲备货，但也面临更为严格的合规审查。

 来源：菜鸟

圆通开通澳大利亚珀斯本地配送业务

近期，圆通宣布在珀斯开通本地配送业务，在澳自营网络已覆盖悉尼、墨尔本、布里斯班、珀斯等东西海岸核心区域。针对四大城市，从集运中心到末端派送，圆通均已自建团队，并通过州际干线互联互通，一站式解决全澳配送问题。从航班落地到末端派送，整体时效再缩短24-48小时。基于成熟的快递网络，圆通澳洲同步推出本地寄递业务，提供州际运输与末端配送一体化服务。

来源：圆通国际

拼多多启动“新拼姆”战略 ，重点面向全球市场

3月25日，拼多多正式宣布组建“新拼姆”，搭建自营品牌。据介绍，“新拼姆”整合“拼多多+Temu”的供应链资源，重点面向全球市场，系统性自营并孵化面向不同市场、不同品类的品牌。目前，“新拼姆”已在上海成立新的专项公司，一期已现金注资150亿元，未来三年计划总投入1000亿元，全面覆盖国内产业带，推出全方位的品牌出海解决方案，提供产品标准、仓储物流、知产服务、法律援助、监管审查等全方位服务，助力产业带出海。

 来源：36氪出海

2026年全球半导体销售额预计增长约26%

近期，德勤发布《2026全球半导体行业趋势报告》指出，受AI基础设施建设强力驱动，2026年全球半导体销售额预计将达到9750亿美元，同比增长约26%，创下历史新高。2025年，半导体行业增长率达22%，预计2026年将加速至26%，销售额增至9750亿美元，存储器收入预计将达2000亿美元，占半导体行业总收入的25%。

 来源：36氪出海

Nippon Cargo Airlines and ANA Cargo to merge sales and warehousing

全日空ANA正在加大对日本货运航空销售和仓储资源整合，以提供端到端物流解决方案。

The integration will begin on 1 April and will see the NCA and ANA Cargo sales structure outside of Japan merged so that customers will have a single point of contact across the network, regardless of the carrier.

The two airlines will also merge warehouse operations in Japan, initially at Chubu Centrair International Airport and Kansai International Airport, so there is a single place for cargo pick-up and drop-off.

Cargo operations outside of Japan will also begin to be brought together to create more efficient operations.

However, the company stressed that NCA would maintain its Air Transport Business License and Air Operator Certificate.

Since late last year, ANA and NCA have been integrating their cargo networks to avoid duplication and have launched a codeshare agreement to provide access to capacity on their respective aircraft.Boeing 767Fs will be deployed on Asia routes, while Boeing 777Fs and 747Fs will be primarily utilised for routes to North America and Europe.

"This integration aims to strengthen the competitiveness of the ANA Group's cargo business by combining the expertise of ANA Cargo as a combination carrier with the specialised know-how of NCA and NCA Japan as dedicated freighter operators," ANA Holdings said in a statement.

"By further enhancing the synergy between its passenger flight network and freighter operations, the group will provide end-to-end solutions—integrating everything from sales to flight operations and cargo handling.

ANA said it hopes the reorganisation will support the group's goal of achieving Y30bn in integration and synergy effects.

来源：Air Cargo News

Cargo capacity continues to close in on last year's levels

咨询公司Aevean数据显示，受中东空域关闭影响的全球航空货运运力正回升，数据当周同比仅降2%，亚欧航线运力增长弥补了中东相关航线缺口。

Air cargo capacity on a global level has continued to edge its way back to the levels registered a year ago following the grounding of operations in the Middle East, according to the latest figures from consultant Aevean.

The company yesterday released figures showing that international air cargo capacity on a global basis was last week just 2% down on the levels recorded in the same period last year.

At the height of the crisis, cargo capacity had been around 20% down on last year's levels as carriers faced airspace closures across the Middle East.

Since then, affected airlines in the Middle East have been gradually restarting operations. Most recently, the world's largest air cargo carrier, Qatar Airways Cargo, announced an increase in cargo operations.

Elsewhere, the data from Aevean also shows that capacity into and out of the Middle East continues to lag far behind last year's levels.

The consultant's figures show that capacity from Asia Pacific into the region is down 24% year on year, while from the Middle East to Europe, there is a 15% decline.

In contrast, carriers have been shifting capacity on services from Asia Pacific to Europe to make up for the shortfall heading to Europe via the Middle East.

Aevean's figures show a 31% increase in capacity from Asia Pacific to Europe.

来源：Air Cargo News