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The potential connection between Chinese auto companies’ trade situation in Europe and the freight industry


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As an important support for economic activities, the development of the freight industry is deeply affected by the global trade situation. The situation of Chinese automakers in the EU market reflects, to some extent, the indirect impact of trade rules and policies on the transportation of goods. For example, when the EU conducts anti-subsidy investigations on Chinese automakers and may impose tariffs, it will not only directly affect the import and export costs and quantities of automotive products, but also indirectly change the transportation demand and methods of related parts and raw materials.

In the context of trade frictions, transport companies may need to re-plan transport routes and methods to reduce costs and risks. A large number of auto parts that originally relied on sea transport may turn to more flexible but relatively high-cost air transport due to increased tariffs. This will not only change the distribution of transportation costs, but may also prompt transport companies to increase investment in air transport facilities and technologies to meet the market's demand for fast and efficient transportation.

At the same time, the uncertainty of trade policies will also affect the production and inventory strategies of enterprises. In order to cope with possible trade restrictions, Chinese automakers may increase inventory in advance, which puts higher requirements on the timeliness and capacity of freight. Air transport, with its fast and efficient characteristics, has unique advantages in meeting such urgent transportation needs.

On the other hand, the experience of Chinese automakers in the EU will also have a chain reaction on the entire supply chain. In order to ensure the timeliness and stability of delivery, suppliers may rely more on air cargo to ensure the timely supply of parts. This will further promote the development of the air cargo market, prompting airlines to optimize route networks, increase flight frequencies, and improve service quality.

However, air cargo is not without challenges. Its high cost can be a huge burden for some low-value-added auto parts. In addition, air cargo has limited capacity and may be insufficient when faced with large-scale transportation needs. This requires the comprehensive use of multiple modes of transportation to form a complementary transportation system to ensure the smooth operation of the supply chain.

In general, although the trade situation of Chinese auto companies in the EU is mainly focused on the automotive industry, it has inadvertently brought new opportunities and challenges to the freight industry, especially air freight. For freight companies and related practitioners, paying close attention to these changes and flexibly adjusting strategies will be the key to gaining a foothold and developing in a complex trade environment.

As globalization continues to deepen, the links between various industries are becoming increasingly close. A slight change in one industry may trigger a chain reaction in other areas. The experience of Chinese auto companies in the EU is a typical example. It not only concerns the development of the automotive industry, but also brings new thinking and development directions to related industries such as air transport and freight.