全球物业服务市场报告2014.pdfVIP

Global Logistics Markets August 2014 Executive summary Given that the logistics sector is dependent on the global economic environment and international trade flows, the market is still suffering the lingering effects of the global economic crisis and recovery has been slow. Nevertheless, sector players should be able to tap substantial potential for growth going forward. North America and Southeast Asia appear to be the most interesting markets for logistics in general and contract logistics in particular. Emerging markets are expected to offer above-average growth rates for the industry. Intraregional trade is becoming increasingly important in Asia in particular, and this, combined with high GDP growth rates, may transform the region into the most significant regional cluster in the world. The key trend currently visible in mature markets is a move away from commodity services toward a growing focus on specific verticals/industries that offer additional value-adding possibilities and enhanced margin potential. Another key area of potential lies in addressing the change in demand and capturing growth available from the online retail-driven B2C increase in volumes. The industrys MA approach has become increasingly focused over recent years. Smaller deal sizes are now expected to prevail, with deal volumes likely to remain flat in the coming years. Sector players may continue to try to acquire smaller sized competitors to fill particular strategic or regional gaps and thereby greatly improve the client offering. Financing very much depends on the transportation sector and particularly the underlying asset intensity. More specifically to the logistics sector, a few observations can be summarized as follows: Asset-light freight forwarders have very limited financial lia