中远集团物流行业及发展趋势研究报告.ppt

COSCO IPO SUPPORT MATERIALS Table of Contents Executive Summary Market Size Growth Global China Service Demand Global Trends China Trends Competitive Environment Global China Regulatory Environment Information Technology Appendix Executive Summary A.T. Kearney’s definition of the logistics services industry The China logistics industry will be shaped by China’s entry into the WTO and the subsequent opening of the market to foreign competition The global logistics services market reached an estimated US$ 190 Bn in 2000 The global logistics outsourcing market is estimated to US$ 190 Bn in 2000 The transportation and related expenditures market reached an estimated US$ 3.8 Trillion in 2000, and is expected to grow at an annual rate of 2.3% over the next 5 years The Asian logistics outsourcing market is estimated to reach US$ 31 Bn in 2001 and is expected to grow at CAGR 39% over the next five years The greatest opportunities for outsourcing are in transport, warehousing, and transport management The growth of the global logistics services industry is mainly driven by shippers’ propensity to outsource logistics services and organic transportation market growth Customer electronics, automotive and apparel represent the most attractive opportunities for logistics services in China The China market is still small at US$ 0.61 Bn, but will be growing rapidly at CAGR 35% over the next five years The China logistics services market is still small at US$ 0.61 Bn, but will be growing rapidly over the next 5 years The logistics services industry is still at an early stage of evolution in China The transportation and related expenditures are proportionately higher in China than in most developed countries and NIEs - indicating a major improvement opportunity In Coastal China, demand for logistics services is expected to be strong in Guangdong and Shanghai In Inland China, the largest demand potential is in Sichuan and the Hubei/Yangtze river region Growth in the logistics servic