《全球物业服务市场报告2014》由会员分享，可在线阅读，更多相关《全球物业服务市场报告2014（46页珍藏版）》请在金锄头文库上搜索。
1、 Global Logistics Markets August 2014 2 Executive summary Given that the logistics sector is dependent on the global economic environment and international trade flows, the market is still suffering the lingering effects of the global economic crisis and recovery has been slow. Nevertheless, sector
2、players should be able to tap substantial potential for growth going forward. North America and Southeast Asia appear to be the most interesting markets for logistics in general and contract logistics in particular. Emerging markets are expected to offer above-average growth rates for the industry.
3、Intraregional trade is becoming increasingly important in Asia in particular, and this, combined with high GDP growth rates, may transform the region into the most significant regional cluster in the world. The key trend currently visible in mature markets is a move away from commodity services towa
4、rd a growing focus on specific verticals/industries that offer additional value-adding possibilities and enhanced margin potential. Another key area of potential lies in addressing the change in demand and capturing growth available from the online retail-driven B2C increase in volumes. The industry
5、s M Roland Berger analysis51% 49%29%71%47%53%North America: 2,282South and Central America: 750Europe: 6,612CIS: 789Middle East 1,251Africa: 594Asia: 5,538 USD 500 bn p.a. USD 100 bn p.a.External tradeInternal trade+15%+16%+19%+13%+17%+22%Global trade 2011 USD bn and growth 2010-11, selected regions
6、 %9 In general, contract logistics providers differ from each other based on these services as well as on their geographical/global footprint. Logistics networks have adapted to changing needs. Looking to the US, logistics “centers of gravity“ are moving further inland as land along the coasts becom
7、es more and more expensive. The logistics service providers have adapted their offerings to this change by: Further centralizing inventories Cross-docking for others Figure 3: Development of contract logistics players In parallel to the adaptation of service requirements and logistics networks, the
8、positioning of contract logistics providers has also changed. The starting points for the providers were: Road freight operators (e.g. DACHSER) or Freight forwarders (sea freight and/or air freight) (e.g. Panalpina) By means of organic growth or M business segmental revenues breakdown; announced con
9、tracts; company marketing materials; TI analysts opinion Market leader, very strong, key strategic focus, large proportion of company businessStrong presence, important business sector, strategic focus Reasonable market presenceFew contracts and little strategic focusNo/very little presence LOGISTIC
10、S COMPANY Further information needed:Name of customers? Which services?Which locations?AgilityAutomotiveRetail/ consumerPharma/ healthcareHigh techFashion Oil manufacturing activity had contracted and unemployment had risen. Germany was the strongest of the individual economies, showing signs of str
11、ain toward the end of 2012 but recovering slightly in 2013. The effects of the economic environment were therefore felt in the European contract logistics market. Weighted growth for the region reached only 1.1% in 2012, 5.8% for the CEE and 0.9% in mature Western European countries. In 2013 growth
12、was even slower with an overall growth rate in Contract Logistics of only 0.5%. The downturn in Southern Europes economies resulted in a significant drop in contract logistics business in this region for example, CEVA suffered financially due to its exposure to this part of Europe and the automotive
13、 industry in particular. Taking the regions continued economic downturn as an opportunity, selected mergers and acquisitions presented themselves for those companies looking to expand or enter the European domestic market. Contract logistics had become a commodity service and competition as well as
14、margins came under pressure specialization and focus on specific sectors offer a way out of commoditization and lead to a price premium. 16 Figure 9: Contract logistics market size per country (Western Europe) Assuming an improving European economy, the forecast indicates a CAGR growth rate of only
15、2.5% and 5.1% from 2013 to 2017 for Western and Central and Eastern Europe, respectively. Together, Germany and the UK, two of the regions largest economies, account for c. 50% of Europes contract logistics market. We forecast an increase in contract logistics activities such as demand for warehousi
16、ng and growing intra-European trade, which will very likely result in Germany and the UK maintaining their leadership roles through 2017. While “classic“ retail logistics will see only very moderate growth, e-commerce (B2B and B2C) will grow by approx. 7-8% per year, opening up additional growth opportunities for contract logistics service providers in fulfillment (not only in Europe). Europe UK and Germany are the largest mar
