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1、July, 2001,COSCO IPO SUPPORT MATERIALS,Logistics Services Industry Environment CSFB; A.T. Kearney Analysis,Transportation and Related Expenditures by Region (2000),Transportation and Related Expenditures by Function (2000),US$ Bn,Total = US$ 3,837 Bn,Others: -1.4%,Asia(1): 2.2%,Europe: 2.6%,North Am
2、erica: 4.0%,3,424,3,837,4,389,Warehousing$304 Bn,Transport$2,204 Bn,Others$55 Bn,Shipper-Related$20 Bn,Inventory$1,102 Bn,Admin$152 Bn,CAGR 2000-2006,The Asian logistics outsourcing market is estimated to reach US$ 31 Bn in 2001 and is expected to grow at CAGR 39% over the next five years,Note:Asia
3、includes China, Japan, Honk Kong, Korea, Singapore and Taiwan Source:Bowersox and Calantone; CSFB; A.T. Kearney Analysis,Logistics Outsourcing Market in Asia - Gross Revenue (US$ Bn),CAGR (99-01) = 38%,CAGR (01-06) = 39%,The greatest opportunities for outsourcing are in transport, warehousing, and t
4、ransport management,Transport,Warehousing,TransportManagement,IT,SupplementaryLogistic Services,Purchase OrderManagement,LogisticsManagement,30%,47%,48%,85%,20%,40%,39%,76%,23%,2%,5%,16%,% of respondents outsourcing 1998 % of respondents planed outsourcing 2003,13%,8%,Outsourcing by Function,Resourc
5、e require- ments,Complexity,Note:The percentage may not add up to 100% due to rounding Source: Based on several A.T. Kearney studies, including: Worldwide study comprising 280 participants (automotive 19%, electronics 25%, retail 27%, chemicals 29%) European study comprising 500 participants (retail
6、 26%, food CSFB; A.T. Kearney Estimates,CAGR=35%,190,23,0.61,China Logistics Service Market (US$, Bn),The logistics services industry is still at an early stage of evolution in China,Characteristics,Emerging demand for outsourced logistics services Low value added services such as transport and ware
7、housing are the major type of services outsourced Traditional in-house behaviour being impacted,Fast growth of logistics user base and higher requirement for broader services Large number of services providers competing for customers and human resources Most high value added services are free and pr
8、ovided as selling points,Logistics outsourcing becomes common practice and an important lever for competition Consolidated service market with a few established market leaders Logistics penetrate in supply chain and replace traditional business models,Global logistics integrators provide one-stop so
9、lution worldwide Specialization and close cooperation among global logistics service providers Optimized allocation and integration of resources along the supply chain,Stage,Emergence,Growth,Penetration,Globalization,World Leading (US),China Today,Source: A.T. Kearney,Warehousing and Distribution,Tr
10、ucking,Rail Freight Although Heavily Used, Railway Freight Has Long Transit Times and Service Reliability Is Poor Railway Containers Are Not Compatible With Shipping Company Containers,Airline,Customs Brokerage,Courier Limited Presence of Foreign Firms As JV E.G. DHL Sinotrans Regional Segregation i
11、n Operation,Logistics Center and Freight Forwarding,Shipping,The domestic warehousing market is currently small and over-supplied with basic warehouses providing virtually no value-added services Some consolidation just started among the large warehousing companies,River transportation has declined
12、Most vessels are characterized by low speed and high energy costs,Trucking companies are only allowed to operate in restricted regions,Government has established 15 Free Trade Zones and some logistics centers are set up there Inland transportation is handled by domestic freight forwarder who is usua
13、lly sub-contracted by the international freight forwarder,Seven domestic airlines dominate regional operations Designated foreign carriers are given a maximum entitlement of 50 tonnes per week,Many customs clearing brokerage firms and considerable confusion about roles Customs clearing procedures to
14、ok at least - 1 day previously but expected to be shortened to1 hour,The logistics services industry is still at an early stage of evolution in China (continued),Source: A.T. Kearney Analysis,Transportation and related expenditures are proportionately higher in China than in most developed countries
15、 and NIEs indicating a major improvement opportunity,Total Transportation and Related Expenditures and % of GDP (2000),Note: (1) VAS: Value-added-services (2) Including packaging, admin, information services, ect. Source: Bowersox and Calantone, CSFB, IMF 1997 study; Chinainfobank; A.T. Kearney Anal
16、ysis,US$ Bn,China Transportation and Related Expenditures Breakdown by Function (2000),Total = US$ 248 Bn,US$ Bn,(1),(2),Demand Growth,In Coastal China, demand for logistics services is expected to be strong in Guangdong and Shanghai,High,Low,Hebei, Beijing, Tianjin,4,Beijing is the No. 1 air cargo center in China. In addition, Beijings hi-tech industry, which needs a lot of air transportation, is developing very fast Over 80% of the volume through Tian
