Dimerco Express Group (5609) today announced the consolidated sales revenue for August 2025, reaching NT$2,456 million, representing a 0.4% decrease compared to the same period last year, and a 3.5% increase compared to the same period last month. Due to the significant appreciation of the New Taiwan Dollar (NTD) against the U.S. Dollar (USD), the average exchange rate strengthened from NT$32.30 in August 2024 to NT$30.14 in August 2025, representing a 6.7% increase. Air and ocean freight volume in August increased by approximately 20% year-over-year. However, the appreciation of NTD affected revenue conversion and limited overall growth. The consolidated sales revenue for August 2025 YTD is NTD 19,239 million, marking an increase of 13.0% compared to the same period last year.
In the air freight market in August, due to the U.S. and global rising tariffs, uncertainty in the trade environment led many companies to advance shipments, raise prices, and adjust supply chains. As the traditional air freight peak season approaches, demand from Taiwan and Southeast Asia has strengthened, particularly from Vietnam, Thailand, and Malaysia, where export volumes to the U.S. have surpassed those from China. Strong demand for AI servers, consumer electronics, and other high-tech products has kept the Asia market busy and supported rate stability. In the ocean freight market, tariff-driven shifts in cargo flows kept volumes at North American ports weak. Although temporary tariff relief provided some buffer, overcapacity and sluggish demand continued to weigh on the market. Additionally, advanced shipments in June and July, prompted by U.S. tariff policy, absorbed most of the cargo typically seen during the peak season. As a result, the overall ocean freight market slowed, while capacity and freight rates in Asia remained stable.
Dimerco positions itself as “the most competitive global logistics service provider.” Through clear market positioning and a differentiated regional strategy, Dimerco has built a global network of over 150 locations in key niche markets, including 130 across the Asia-Pacific region. Dimerco’s deep-rooted strategy in Asia-Pacific has proven effective in leveraging local expertise to drive growth, particularly amid challenges posed by U.S. tariffs and trade tensions. At the same time, Dimerco is actively expanding into high-growth regions like the USA, Mexico, and Brazil, helping customers extend their reach with its proven expertise. In response to the complexities of U.S. tariff policies, Dimerco plays a critical role by offering a consultative approach, which has proven vital in trade compliance, particularly among U.S. importers trying to understand the financial and supply chain implications of shifting U.S. trade policies. This expertise has earned the trust and recognition of its customers.
Spokesperson: Jack Ruan +886 921-062500 / +8862 2796-3660#222
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