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1、Draft for Discussion Purposes Only5.1. General Competitor ProfilesqThe logistics service providers in Ningbo region can be roughly classified into two categories, namely the asset based operation companies and the non-asset based management companies. Operation companies normally include those wareh
2、ousing companies or transportation companies, which have warehouse, cranes, tractors, and related fixed assets. The business scope of the operation companies ranges from transportation, storage, striping and grouping, as well as other services like container repair. Management companies can be class
3、ified into two categories, namely forwarders and customs declaration agents. The management companies normally provide forwarding or customs declaration services to those manufacturers or traders. In some cases, management companies will also serve as a freight broker and provide package services in
4、cluding packing, transportation, and storage by outsourcing the operational services to transportation companies or warehousing companies. Some forwarders like Ningbo South East International Freight Co. Ltd. are also capable of providing carrier routing services to their clients.qWhile some operati
5、on companies have been developing management capabilities and enable themselves as integrated logistics service providers, a number of forwarders also spin off their operation arms as they cannot obtain economies of scale by simply providing services to themselves.Overview of Different Logistics Ser
6、vice Providers1Draft for Discussion Purposes Only5.1. General Competitor ProfilesqThe following exhibit illustrates the logistics industry value chain and key categories of service providers around the Ningbo Port region.:Road TransportationWarehousing &Container HandlingCustomer ServiceManagementSe
7、rvice Truck management Storage Stacking Stripping and stuffing Container repairsBooking and carrier negotiationCustoms declarationConsolidationIntermodal transportation management Carrier routing ProviderTransportation CompaniesWarehousing CompaniesForwarder/Customs Declaration AgencyIntegrator/Frei
8、ght Broker Asset Based Operation Non Asset Based ManagementExhibit 5.1 Categories of Service Providers in NingboSource: AA Interview and AnalysisOverview of Different Logistics Service Providers2Draft for Discussion Purposes Only5.1. General Competitor ProfilesFreight ForwardersqThere are 36 freight
9、 forwarders in Ningbo at the moment, according to the statistics provided by Ningbo Port Authority. As the foreign participation in forwarding services are strictly restricted by the existing regulation, the existing freight forwarding market in Ningbo is currently dominated by a few companies. Sinc
10、e the manufacturers and traders have less choice, the relatively large bargaining power of the existing forwarders in Ningbo do not have the incentive to introduce those value-added services like consolidation, sorting, repacking, labeling, etc. In addition, the existing forwarders are also ineffici
11、ent in handling those value-added services like freight consolidation. qSome of the forwarders like Ningbo South East International Freight Co. Ltd. have contractual relationships with warehousing companies and/or transportation companies to enable integrated service offerings. Others like Ningbo Ta
12、iping have their own container storage and handling facilities. 3Draft for Discussion Purposes OnlyFirst-Class Forwarders5.1. General Competitor ProfilesForwarding Service StructureSecond-Class ForwardersTrading Company/ ManufacturerqAccording to the existing government regulations, there are two ca
13、tegories of forwarders, namely first-class and second-class forwarders. It is stipulated that only the first-class forwarders have ship booking rights of carrier space and the second-class forwarders shall book space from the first-class forwarders.qAs such, there are two service channels for first-
14、class forwarders including direct sales, and sales from second-class forwarders. It is estimated by the forwarders we interviewed that around 40 percent of sales were achieved from direct sales and the rest from second-class forwarders in Ningbo.Source: AA Interview and AnalysisExhibit 5.2 Service C
15、hannels for Forwarding4Draft for Discussion Purposes OnlySinotrans Zhejiang Group accounts for 60% of the market share5.1. General Competitor ProfilesMarket Share of Major ForwardersSource: AA Interview and AnalysisqAs five of the total seven first-class forwarders in Ningbo belongs to Sinotrans Zhe
16、jiang Group and accounts for roughly 60% of the forwarding market, the forwarding market in Ningbo is obviously an oligopoly market. Exhibit 5.3 shows the market share of the seven first-class forwarders in Ningbo:Exhibit 5.3 Market Share of Forwarding5Draft for Discussion Purposes OnlyqThere are 19
17、 operation companies within the Ningbo Free Trade Zone, which mainly focus on container freight station and related businesses. The total container freight station and container storage space are 123,601 and 95,532 square meter respectively. Normally, those companies provide transportation, storage,
18、 stripping and grouping services. In some cases, those companies will also provide door-to-door services if the customers are in the Ningbo region. It is noted that door-to-door services provided for customers far away from the Ningbo region are not cost-wise feasible as the road tolls will signific
19、antly raise the transportation cost.qAmong the logistics companies in the Zone, only Gaoxin Container and PIL Logistics have trucks and have the exclusive rights to provide the internal transportation service between the port area and the Ningbo Free Trade Zone. In addition, PIL Logistics is also ab
20、le to provide intermodal management services. qAt the moment, only Gaoxin Container provides domestic distribution service for multinational enterprises, which is normally considered as one of the value-added services for logistics operators. In some cases, Gaoxin Container also provided transshipme
21、nt services, involving some sort of stripping and grouping services.qAs Gaoxin Container and PIL Logistics have reduced their pricing to remain competitive compared to those general warehouses outside the Free Trade Zone, the customer would like to store their goods in warehouses of Gaoxin Container
22、 and PIL Logistics as these two companies have very good relationships with customs administration and can help expedite the customs declaration process.Operation Companies5.1. General Competitor Profiles6Draft for Discussion Purposes Only5.2. Competitive PositioningqConsidering the proposed service
23、s of IPSC will be mainly in the field of container freight station, transshipping platform and container handling, we think it is appropriate to treat the existing logistics companies in the Ningbo Free Trade Zone as immediate competitors. We also include Xunda Storage Transport Co. Ltd. , the only
24、bonded warehouse outside the Free Trade Zone, as a competitor. qIt is noted that most of the existing logistics companies are competing on the low-end service market, which normally provide those general services including transportation, stripping and grouping as well as stacking.Source: AA Intervi
25、ew and AnalysisExhibit 5.4 Competitive PositioningValue-addedServiceGeneral ServiceOperationManagementGXGaoxin ContainerPILPILHHHonghai Property DevelopmentZJZhejin Storage XDXunda Storage TransportGXZJXDPILHHDepth of ServiceCustomer Demand7Draft for Discussion Purposes Only5.3. Competitive MovesVal
26、ue-addedServiceGeneral ServiceOperationManagementGXGaoxin ContainerPILPILHHHonghai Property DevelopmentZJZhejin Storage XDXunda Storage TransportGXZJXDPILHHqLike elsewhere in the world, the distinctions of different categories of players in the region have been increasingly blurred. Our research fou
27、nd most of the players intend to vertically extend to other areas along the value chain to provide full range of services, which is largely due to the fact that the current container storage capacity is over-supplied at the moment. Gaoxin Container, for example, is proposed to provide forwarding ser
28、vices and enable itself to be an integrated service provider in the market. Source: AA Interview and AnalysisExhibit 5.5 Competitive MoveDepth of ServiceCustomer DemandZJGXHH8Draft for Discussion Purposes Only5.4. Profiles of Major CompetitorsSummary of Key Information of Major Competitors*About RMB
29、28 million comes from storage businessSource: AA InterviewExhibit 5.6 Key Competitor Information9Draft for Discussion Purposes Only5.4. Profiles of Major CompetitorsGaoxin ContainerqCompany history and ownershipJointly invested by Ningbo Free Trade Zone Controlling Company and China Light Textile In
30、vesting Company with 40%and 60% stake respectivelyqCustomer baseMajor customers include forwarders, customs brokersqScope of service offeringsWarehousing, container freight station, container handling, road transportation qPricingLifting On/Off: RMB 100 per TEUStripping and grouping: RMB 350 per TEU
31、Container storage: RMB 3 per TEU per day10Draft for Discussion Purposes Only5.4. Profiles of Major CompetitorsGaoxin Container (Contd)qEquipment & technologyFour 3-ton and one 7-ton forklift trucks, one 25-ton crane for empty container, one 45 ton crane for loaded container and four tractorsEDI link
32、age with Customs AdministrationqFuture moves and underlying reasonsPlan for 2nd phase investment with 7,000 square meter container yard area and 5,000 square meter warehouse as shipping companies would view large container yard area as a competitive edge to store their empty containers. The future c
33、apacity will be built close to the current siteqPerceived CompetitorVictoria, the vendor outside the Free Trade Zone, play a leading role in container handling in NingboqUnique operational practicesExclusive rights approved by the Port Authority to provide internal transportation services between th
34、e Port area and the Free Trade ZoneRoughly 10% of the storage capacity is served as distribution center for some multinationals11Draft for Discussion Purposes Only5.4. Profiles of Major CompetitorsPIL Logistics qCompany history and ownershipJointly invested by Singapore Pacific International Lines,
35、Sinotrans Zhejiang, and Huaneng qCustomer baseMajor customers include: forwarders, custom declaration agencies and shipping companiesqScope of service offeringsWarehousing, container freight station, container handling, and road transportationqPricingLifting On/Off: RMB 100 per TEUStripping and grou
36、ping: RMB 300 per TEUContainer storage: RMB 3 per TEU per dayInternal price is about 5-10 per cent below average for its own subsidiaries12Draft for Discussion Purposes Only5.4. Profiles of Major CompetitorsPIL Logistics (Contd)qEquipment & technologyTwo 15-ton forklift trucks for empties container
37、and one 43-ton forklift trucks for loaded container, and 22 tractorsEDI linkage with Customs Administration qFuture moves and underlying reasonsRemain status quo as it is still striving for survivalqPerceived CompetitorPerceive Gaoxin Container as the best performer in the Free Trade ZoneqUnique ope
38、rational practicesJoint with it forwarding arm to provide integrated servicesExclusive right to provide internal transportation between the Port area and the Free Trade ZoneNormally provide door-to-door services to its customers13Draft for Discussion Purposes Only5.4. Profiles of Major CompetitorsHo
39、nghai Property DevelopmentqCompany history and ownershipJoint venture with NingBo Free Trade Zone, NingBo Finance Development Co., and Zhejiang Real Estate Development Co. holding 60%, 20%, and 20% stake respectively qCustomer baseMajor customers include customs declaration agency, traders and manuf
40、actures accounting for 50%, 30% and 20% of total revenue respectively.qScope of service offeringsReal estate development and property managementWarehousing, container freight station, container handlingqPricingCargo storage: RMB 0.20-0.30 per ton per dayContainer storage: RMB 0.4 per ton per dayLoad
41、ing: RMB 10.0 per ton14Draft for Discussion Purposes Only5.4. Profiles of Major CompetitorsHonghai Property Development (Contd)qEquipment & technologyOne 15-ton empties forklift trucksEDI linkage with Custom AdministrationqFuture moves and underlying reasonsSet up domestic distribution facilityTailo
42、r warehouses to meet the special storage requirements of certain goods such as textile, mechanical appliance to tap the value-add service marketqPerceived CompetitorPerceive Gaoxin Container and PIL Logistics as the major competitors as they have more advanced equipment15Draft for Discussion Purpose
43、s Only5.4. Profiles of Major CompetitorsZhejin Storage qCompany history and ownershiplInvested by Zhejiang Mental Material Co. Ltd. and Zhejiang Jinsheng Trading Co. Ltd. at July, 1998qCustomer baseMajor customers include forwarders and cargo owner with each accounting for 50%revenueqScope of servic
44、e offeringsWarehousing, container freight station, container handling and road transportationqPricingStripping: RMB 400 for 40 container and RMB 230 for 20containerContainer storage: RMB 0.30-0.40 per ton per dayLoading: RMB 10.00 per ton16Draft for Discussion Purposes Only5.4. Profiles of Major Com
45、petitorsZhejin Storage (Contd)qEquipment & technologyIn-house Crane and auto fire control system 50 ton electronic truck steelyard EDI linkage with the Custom AdministrationqFuture moves and underlying reasonsIntend to be the distribution centers for multinationals as it perceives the future market
46、demand will be hugeRenovate of current storage yard into container freight station17Draft for Discussion Purposes Only5.4. Profiles of Major CompetitorsXunda Storage Transport qCompany history and ownershipA wholly private owned warehousing company founded in 1987qCustomer baseMajor customers includ
47、e forwarders and shipping companies.qScope of service offeringsWarehousing, container freight station, container handling and road transportationqPricingHauling (Port -Storage): Loaded: RMB 200 per day for 20 container, RMB 300 per day for 40 containerEmpties: RMB 60 day for 40 container, RMB 100 pe
48、r day for 40 container Container lifting: Loaded: RMB 60 per day for 20 container, RMB 100 per day for 40 containerEmpties: RMB 30 day for 40 container, RMB 50 per day for 40 container18Draft for Discussion Purposes Only5.4. Profiles of Major Competitor Xunda Storage Transport (Contd)qPricing (Contd
49、)Container storage: Loaded: RMB 5 per day for 20 container, RMB 10 per day for 40 containerEmpties: RMB 2 day for 40 container, RMB 3 per day for 40 containerqEquipment & technologyOne 16 ton and one 25 ton crane, 5 forklift, and 40 tractorsqFuture moves and underlying reasonsPlan for future expansi
50、on as it does not have enough spaceqPerceived CompetitorGaoxin and Changshen, who are joint ventures with big asset size and more personnelqUnique operational practicesThe only warehouse outside the Free Trade Zone that is under Customs surveillance19Draft for Discussion Purposes Only5.5. Competitiv
51、e Analysis for Industry Zones qDuring the last two decades, the State Council has authorized the establishment of a variety of economic and technical development zones, hi-tech development zones, free trade zones etc. By the end of 1999, there were 122 state-level development zones and over 400 prov
52、ince-level development zones in China. In Zhejiang Province, there are 7 state-level development zones, most of which are located in Hangzhou and Ningbo. In addition, there are a certain number of province-level and county-level industry parks in the region.qWith the flux of industry parks all over
53、the country, their quality vary among parks. Those better developed industry parks can function as foreign-oriented industrial and processing zone, while those less well-developed parks are only dressed-up real estate developments. While the foreign investment have been dwindling during the last sev
54、eral years, many of the zones are facing difficulties. Competition among the parks to attract suitable investors are fierce. Most of the zones are competing against each other for investors and offering similar concessions such as tax rebates and holidays. Meanwhile, most of the companies registered
55、 in the three zones of Ningbo to enjoy those tax concessions. These companies, typically comprised of a small office and a few staff, leave the zones once their tax holiday expires and settle into another to receive fresh benefits.qThe over-capacity of the industry parks is not likely to be improved
56、 in the foreseeable future even Chinas forthcoming WTO entry may lure certain amount of foreign investments. Industry parks have to provide more value-added services to the residents to enable the competitiveness and thereby attract the potential investors.20Draft for Discussion Purposes Only5.6. Im
57、plicationsImplications for IPSCqMost of the container freight station operators in the NFTZ offer general logistics services like loading, stripping, grouping and storage. Meanwhile, the pricing is quite low due to the over-supply of cargo/ container handling capacity. Considering the IPSC will invo
58、lve relatively higher cost structure compared to its local counterparts, it will not be viable for IPSC to compete in the general logistics services battlefield. With the potential influx of foreign investors after Chinas entry to WTO, value-added services will certainly needed by the foreign-invest
59、ed companies as they get used to such services to help meet their management needs.Implications for ZALqPort of Barcelona shall be very careful in developing the ZAL concerning there are too many competitors in the region and investors from Southern Europe is used to be few. In addition, ZAL shall not compete with local competitors on the same ground like concessions and shall provide value-added services to lure the investors. 21Draft for Discussion Purposes Only青苹果出品青苹果出品 必属精品必属精品http:/ / 企业管理人力资源全套企业管理人力资源全套 / 品牌策划资料品牌策划资料/行业分析报告分析报告/PPT模板模板等。22
