物流行业某某年月分析报告.pptVIP

July, 2001COSCO IPO SUPPORT MATERIALS COSCO Comments and A.T. Kearney RemarksThe 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.第一页，共九十八页。 Table of ContentsExecutive SummaryMarket Size GrowthGlobalChinaService DemandGlobal TrendsChina TrendsCompetitive EnvironmentGlobalChinaRegulatory EnvironmentInformation TechnologyAppendix第二页，共九十八页。 Executive Summary第三页，共九十八页。 A.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.)第四页，共九十八页。 The logistics service industry represent a tremendous growth opportunity, both globally and in ChinaMarket CharacteristicConclusionCustomers 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 successChina’s entry into WTO is expected to have two main implications - the logistics market will grow rapidly, and competitive intensity will dramatically increaseStrong IT capabilities is becoming a core capability of logistics services providers and is critical to building a logistics services businessMarket Size GrowthService DemandCompetitive EnvironmentRegulatory EnvironmentInformationTechnologySource: A.T. KearneyThe 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