atk中远项目建议书.pptx

Logistics Services Industry Environment Trend Analysis- COSCO Comments and A.T. Kearney RemarksCOSCO IPO SUPPORT MATERIALSJuly, 2001The contents of this document were prepared by A.T. Kearney and may not be used, altered or disclosed to other parties, without the written permission of A.T. Kearney. The information contained in this document has been obtained from external sources which A.T. Kearney believes are reliable. However, A.T. Kearney can make no representation as to the accuracy or completeness of the information or projections derived therefrom.Table of ContentsExecutive SummaryMarket Size GrowthGlobalChinaService DemandGlobal TrendsChina TrendsCompetitive EnvironmentGlobalChinaRegulatory EnvironmentInformation TechnologyAppendixExecutive SummaryA.T. Kearney’s definition of the logistics services industryStructuring and managing, on behalf of cargo owners, solutions involving some combination of parts of the supply chain (i.e. transportation, warehousing, (de)consolidation, etc.)The logistics service industry represent a tremendous growth opportunity, both globally and in ChinaMarket CharacteristicConclusionThe global logistics services market reached an estimated US$ 190 Bn in 2000. The China market is still small at US$ 0.61 Bn, but will be growing rapidly at CAGR 35% over the next five yearsMarket Size GrowthService DemandCustomers are increasingly demanding high value logistics service solutions, requiring global reach and advanced supply chain management capabilitiesIncreasing demand for global reach and capabilities fuels consolidation as large full service providers are positioning themselves for successCompetitive EnvironmentChina’s entry into WTO is expected to have two main implications - the logistics market will grow rapidly, and competitive intensity will dramatically increaseRegulatory EnvironmentStrong IT capabilities is becoming a core capability of logistics services providers and is critical to building a logistics services businessInf