Dimerco Express Corporation · TPEX:5609
Dimerco Express — Dimerco Express Group Investor Conference 2026
21 slides from Dimerco Express's conference presentation, Jul 27, 2026
Slide 1: 2026 Mid-Year Supply Chain Outlook: From Market Volatility to Strategic Opportunity
2026 Mid-Year Supply Chain Outlook: From Market Volatility to Strategic Opportunity Dimerco Express Group Investor Conference Prepared by Corporate Strategy & July 27, 2026 Digital Marketing
Slide 2: Five Structural Shifts Reshaping Global Supply Chains
FIVE STRUCTURAL SHIFTS RESHAPING GLOBAL SUPPLY CHAINS Trade Compliance Geopolitics and Transformation of Tariff and trade policies continue Energy Fluctuations Ocean Freight Capacity to evolve, creating the greatest uncertainty for corporate supply Geopolitical conflicts and energy A large wave
Slide 3: Trade Policy Has Become the Biggest Variable in Global Logistics
Trade Compliance TRADE POLICY HAS BECOME THE BIGGEST VARIABLE IN GLOBAL LOGISTICS U.S. trade policy affects import costs and customs eligibility: June 3 July 16 July 24 July 31 White House IOR Disabled Transition IEEPA Executive Order • IORs with no entries New Section 301 takes Liquidation Strength
Slide 4: Tariff Policy Is Becoming More Targeted
Trade Compliance TARIFF POLICY IS BECOMING MORE TARGETED By Country By Product By Company • China Section 301 • Steel, aluminum, copper • Company-specific agreements • Country-specific IEEPA / • Automobiles and auto parts • Tariff treatment tied to framework • Semiconductors, critical investment com
Slide 5: Geopolitical Risk Is Becoming the New Normal for Supply Chains
Geopolitics and Energy Fluctuations GEOPOLITICAL RISK IS BECOMING THE NEW NORMAL FOR SUPPLY CHAINS Strait of Hormuz Crisis: Peak impact has passed, but supply chain risk remains 3% Global cargo volume Daily vessel transits through the Strait of Hormuz affected by strait disruption 20% Global oil an
Slide 6: Geopolitical Risk Is Becoming the New Normal for Supply Chains
Geopolitics and Energy Fluctuations GEOPOLITICAL RISK IS BECOMING THE NEW NORMAL FOR SUPPLY CHAINS Strait of Hormuz Crisis: Peak impact has passed, but supply chain risk remains Brent crude breaks above US$90 as U.S.–Iran conflict raises fears over Strait of Hormuz supply Middle East tensions inten
Slide 7: Ocean Market: Resilient Demand, Slower Supply Growth, Rising Costs
Transformation of Ocean Freight Capacity OCEAN MARKET: RESILIENT DEMAND, SLOWER SUPPLY GROWTH, RISING COSTS 1. Demand remains resilient: • Global container trade rose 3.1% YoY in Feb.–Apr.; North America imports turned positive. 2026 full- year growth is forecast at only 0.6–2.6%, below 2025's 5.2
Slide 8: Ocean Demand Maintains Moderate Growth
Transformation of Ocean Freight Capacity OCEAN DEMAND MAINTAINS MODERATE GROWTH Global Container Demand US Retail imports 2025-2026 (TEU- Millions) Growth Forecast (%) 2025 2026 3 5 Q1: -3.59% Q2: +4.89% Q3: -5.27% 4.5 2.5 * * * * 4 * 3.5 2 3 1.5 2.5 2 1 1.5 1 0.5 0.5 0 0 Alphaliner Clarksons Drew
Slide 9: From 2027, Large-Scale Capacity Release Will Put Supply Pressure on the Ocean Market
FROM 2027, LARGE-SCALE CAPACITY RELEASE WILL PUT SUPPLY PRESSURE ON THE OCEAN MARKET 14.00% New Vessel Delivery Forecast 12.70% 38.1% Orderbook share of existing capacity over 12.00% the next three years 10.00% 9.10% 8.00% 7.20% • 2026 capacity growth slows to 4.1% (fewer 6.00% deliveries); short-te
Slide 10: Air Cargo Trade Flow Reconfiguration (2024 vs 2025)
Rewiring Global Trade AIR CARGO TRADE FLOW RECONFIGURATION (2024 VS 2025) China + Hong Kong → U.S., China → Southeast Asia growth has slowed notably +40.1% +9.3% 773 363 259 707 Tonnage Tonnage Southeast Asia → U.S. Taiwan → U.S. +29.1% +39.7% 212 603 467 151 Tonnage Tonnage Source: Cathay Cargo; W
Slide 11: China's Export Focus Continues Shifting Toward Asia and Emerging Markets
Rewiring Global Trade CHINA'S EXPORT FOCUS CONTINUES SHIFTING TOWARD ASIA AND EMERGING MARKETS China's 2026 Jan–Jun Export Markets / Regions Ranking • ASEAN remained China’s largest export market, with Rank Country / Region Export Value (RMB bn) YoY Growth first-half exports rising 18.5% to RMB 2.75
Slide 12: Cross-Border E-Commerce Policy Changes Are Reshaping Global Cargo Flows
Rewiring Global Trade CROSS-BORDER E-COMMERCE POLICY CHANGES ARE RESHAPING GLOBAL CARGO FLOWS 1. E-commerce policy changes are reshaping market structure • The U.S. ended de minimis duty-free treatment, while the EU raised import thresholds for cross-border e-commerce; low-value e-commerce flows ar
Slide 13: EU Closes the Door, the UK Absorbs the Flow
Rewiring Global Trade EU CLOSES THE DOOR, THE UK ABSORBS THE FLOW: THE NEXT E-COMMERCE CARGO SHIFT 1. EU raises import thresholds for cross-border e-commerce: Starting in July, the EU raised import thresholds for low- Relevant freight capacity growth by airport value cross-border e-commerce, increa
Slide 14: AI Is Becoming a New Growth Engine for the Global Economy
AI Infrastructure AI IS BECOMING A NEW GROWTH ENGINE FOR THE GLOBAL ECONOMY 1. Global growth remains moderate but resilient • IMF projects 3.0% global growth in 2026 and 3.4% in 2027, with AI investment providing important support. 2. AI applications are driving a new wave of growth • Demand is expa
Slide 15: Why Dimerco
WHY DIMERCO The five structural shifts validate Dimerco's decades-long strategic positioning. 15
Slide 16: Taiwan Has Seized a Once-in-a-Lifetime Opportunity
TAIWAN HAS SEIZED A ONCE-IN-A-LIFETIME OPPORTUNITY. AI is now reshaping global business and the entire supply chain. The chips powering it run through Taiwan — and that is the opportunity for Dimerco. 55 years 50 years Rooted in Taiwan Established in the USA At the heart of the chip ecosystem Right
Slide 17: Connecting Both Ends of the AI Supply Chain
CONNECTING BOTH ENDS OF THE AI SUPPLY CHAIN From silicon wafer to AI data center — Dimerco bridges the gap MANUFACTURING LOGISTICS BRIDGE AI DATA CENTERS ASIA SUPPLY CHAIN DIMERCO WORLDWIDE Taiwan-centric sourcing Air Freight US-centric delivery Time-critical GPU lanes TW/KR → US/EU/ME · 24/7 Ocean
Slide 18: Years in the Semiconductor Industry
50 YEARS IN THE SEMICONDUCTOR INDUSTRY 50% of company revenue comes from shipping 98+% multi-year average on-time delivery of semiconductor and other time-critical shipments high-tech products ~50 years serving the semiconductor sector 350 active semiconductor industry customers 18
Slide 19: Dimerco Trade Compliance Services Helped Customers Recoup $32 Million in IEEPA Refunds
Canada • Vancouver • Toronto • Montreal East • Boston • New York • New Jersey West • Portland Dimerco Trade • San Francisco • San Jose • Los Angeles Compliance Services have • Irvine • San Diego • Phoenix helped customers recoup $32 million in IEEPA Central • Chicago • Atlanta • Dallas tariff refund
Slide 20: Early Asia Footprint Long Before China+1 Became a Trend
2012 India • Delhi Early Asia • Ahmedabad • Mumbai • Bangalore • Hyderabad • Chennai 1994 Australia • Sydney Footprint 2008 Vietnam Long Before China+1 1988 • Ho Chi Minh City • Da Nang • Hanoi Became a Trend Thailand • Bangkok • Haiphong • Laem Chabang • Chiang Mai 1978 Philippines Since 1978, Dime
Slide 21: Dimerco: Connecting Asia with the world
DIMERCO /) Connecting Asia with the world
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