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1、Table of Contents,Executive Summary Market Size 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 America: 4.0%,3,424,3,837,4,389,W
2、arehousing$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 includes China, Japan, Honk Kon
3、g, 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 transport management,Transport,W
4、arehousing,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,Resource require- ments,Complexity,Not
5、e: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 26%, food CSFB; A.T. Kearney E
6、stimates,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 warehousing are the major type of s
7、ervices 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 provided as selling points,Logist
8、ics 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 solution worldwide Specialization
9、 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,需要更多的分析报告，请到,Warehousing and Distribution,Trucking,Rail Freigh
10、t 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 in Operation,Logist
11、ics 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 Most vessels are c
12、haracterized 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 usually sub-contracted
13、 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 took at least - 1 da
14、y 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 and NIEs indicati
15、ng 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 Analysis,US$ Bn,China
16、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 Tianjin port are agricu
