CFA：2026年冬季全球运输、物流与供应链行业并购策略与市场趋势报告（英文版）（30页）.pdf

1、Transport,Logistics andSupply ChainINDUSTRY REPORTWinter|2026CREAT IN GM&A STRATEGIES FOR BUSINESS OWNERSSINCE 1956Transportation,Logistics and Supply Chain Industry News|Winter 2026|Page 2Table of ContentsMarket Observations.3Transaction Highlights.10Public Companies .13CFA Overview.23Transportatio

2、n,Logistics and Supply Chain Industry News|Winter 2026|Page 3Market ObservationsTransportation,Logistics and Supply Chain Industry News|Winter 2026|Page 4Market SummaryTransportation Market In Q4 2025,the global transport,logistics,and supply chain sectors experienced moderated growth as tariff unce

3、rtainty,ocean freight overcapacity,and steady air cargo demand shaped market dynamics.The contract logistics market expanded 3.3%for the year.Freight indicators were mixed:air cargo demand rose 5.5%YoY in Novemberdriven by an 11.7%surge on APACEurope lanes and strong e commerce volumeswhile ocean co

4、ntainer rates fell 1520%QoQ amid a 6.9%capacity increase outpacing 3%demand growth.U.S.imports were projected at 24.7 million TEU,down 3.4%YoY.Truckload and LTL pricing strengthened,with LTL rates 67.9%above 2018 levels due to disciplined capacity management despite muted demand,and early signs of t

5、ruckload recovery emerging as excess capacity tightened.Rail and water transport reflected broader softness:global container throughput reached 126.75 million TEU from January to August(+4.4%YoY),but Q4 port activity declined 12%.Warehousing continued its steady expansion,reaching a$559 billion mark

6、et supported by automation and e commerce peaks,though holiday spending tempered inventory accumulation.Technology adoptionincluding AI driven route optimization and digital platformshelped offset labor shortages and rising operating costs.Geopolitical realignments continued to redirect trade flows