Dimerco Express Group (5609) today announced the consolidated sales revenue for December 2025, reaching NT$2,621 million, a 4.6% decrease compared to the same period last year, but a 0.5% increase from November, marking the highest monthly revenue for the second consecutive month this year. Driven by simultaneous growth, air and ocean freight volumes in December grew nearly 20% year-over-year and maintained solid growth compared to the previous month. However, due to lower freight rates compared to the same period last year, the revenue growth was affected. From January to December, total air and ocean freight volumes increased about 20% year-over-year, and the group’s accumulated revenue reached NT$29.36 billion, representing a 4.8% year-on-year increase.
In the air freight market, transpacific routes have maintained strong momentum, with Southeast Asian and Taiwan exports to the United States continuing to grow. Coupled with robust shipment demand for AI servers and related products, capacity utilization at key transit hubs including Taipei, Hong Kong, Seoul, Tokyo Narita, and Singapore has shown significant improvement. Within the Asia-Pacific region, intra-regional routes mainly benefit from raw material and intermediate goods transshipment supporting regional production layouts, maintaining active cargo flows between China and Southeast Asia.
Kathy Liu, VP of Global Sales and Marketing at Dimerco Express Group, stated: “By the end of 2025, several key Intra-Asia lanes, across both air and ocean freight, have reached historical highs, exceeding even pandemic-period levels. This fully demonstrates that genuine demand for air cargo capacity remains well-supported, establishing a solid foundation for market performance in 2026.”
Regarding the ocean freight market, recent rate developments have shown a short-term recovery driven by pre-Chinese New Year shipping patterns and shipping companies’ capacity and pricing strategy adjustments. However, global geopolitical uncertainties and tariff policy variables remain substantial, with shippers maintaining a cautious approach overall. Market developments will require continued monitoring.
Catherine Chien, Chairwoman of Dimerco Express Group, noted: “In 2026, the company will be cautiously optimistic about the overall freight market. Ocean freight will be shaped less by demand and more by capacity imbalances and regional disparities, with the added risk that any return to the Suez route could trigger fresh delays and congestion. At the same time, high-tech, AI and e-commerce cargo continue to drive strong airfreight flows from Asia-Pacific to North America and Europe.”
Concerning trade compliance, as we look toward 2026, uncertainty in the U.S. trade compliance environment will persist, with tariff policy becoming a structural risk factor. Judicial outcomes on IEEPA tariffs, extensions of Section 232 and 301 measures, and increasingly frequent trade framework agreements have placed importers in a highly dynamic and difficult-to-budget tariff and compliance cost environment. Simultaneously, U.S. Customs enforcement intensity has notably escalated, with ongoing increases in audits and reviews focused on origin, transshipment, valuation, classification, and declaration compliance. This indicates that compliance is no longer merely an administrative function, but a critical capability that enterprises must integrate into the core of operational and supply chain decision-making.
Catherine Chien further stated: “Faced with continued changes in trade policy and market environment in 2026, enterprises must enhance forward-looking perspective and risk management capabilities in supply chain planning. Trade policy is no longer merely a compliance matter, but a core business strategy. In an environment of high tariff and regulatory uncertainty, enterprises must gradually transition from historically passive responses to more flexible and proactive defense mechanisms to maintain operational stability and long-term competitiveness.
Looking ahead, leveraging its over fifty years of service experience in Taiwan’s semiconductor industry, Dimerco will assist global customers in strengthening supply chain resilience, supporting U.S. trade compliance requirements, and adapting to regional manufacturing layout adjustments and market structural changes, steadily achieving the group’s long-term growth.
Spokesperson: Jack Ruan +886 921-062500 / +8862 2796-3660#222
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