J&T Express handled 6.6 billion parcels globally in Q1 2025, up 31.2% year-on-year, with an average of 73.3 million parcels delivered daily.

In Southeast Asia, volume reached 1.54 billion parcels, driven by strong demand during the Ramadan festival and partnerships with brands like Sephora and Globe Telecom.

China contributed 4.98 billion parcels, supported by improved service quality and growing demand from ecommerce platforms and business clients.

Emerging markets such as Saudi Arabia and Mexico saw 76.6 million parcels, reflecting 19.4% growth year-on-year with 850,000 daily average deliveries.

🔗 Source: J&T Express

🧠 Food for thought

1️⃣ Southeast Asia’s logistics boom fueled by manufacturing diversification

J&T Express’s 50% year-over-year parcel volume growth in Southeast Asia reflects the region’s emergence as a critical manufacturing hub as global companies implement “China+1” strategies.

Indonesia attracted approximately $33 billion in greenfield manufacturing FDI in 2023, while Vietnam secured about $16 billion, creating significant new logistics demand 1.

This manufacturing shift is driving the broader Asia-Pacific logistics market, which is projected to grow from $4.56 trillion in 2024 to $8.28 trillion by 2034, representing a 6.1% annual growth rate 2.

J&T’s infrastructure investments, such as adding 400 new outlets in Southeast Asia and increasing its line-haul fleet by 1,000 vehicles, strategically position the company to capture this manufacturing-driven logistics growth.

The company’s early expansion into Malaysia and Vietnam, which began several years ago, has given it a first-mover advantage in these rapidly developing markets where infrastructure reliability remains challenging.

2️⃣ Ramadan’s transformative impact on e-commerce logistics

J&T’s 57.8% increase in average daily parcel volume during Ramadan highlights how this shopping festival has become a critical driver of logistics growth in predominantly Muslim markets like Indonesia.

Indonesia alone is projected to generate approximately $73 billion in retail spending during Ramadan 2025, translating to around $300 per person in consumer expenditure 3.

The seasonal surge creates significant operational challenges, with logistics networks needing to scale capacity by up to 40% to meet peak demand, particularly for evening deliveries which can increase by 50% during Ramadan 4.

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