DATAMONITOR VIEW 1
Catalyst 1
Summary 1
Table of Contents 2
Table of figures 3
Table of TABLES 4
EXECUTIVE SUMMARY 5
CHAPTER 1 CHINESE LOGISTICS INDUSTRY: OVERVIEW 7
1.1 Chinese logistics industry to register annual growth of over 6% over 2008-13 7
1.2 Increasing domestic consumption coupled with favorable government policies to drive logistics market 9
Booming domestic consumption to counter decelerated international trade and bolster Chinese logistics industry 9
Increasing government initiatives to provide impetus to growth 11
Chinese logistics to witness growth in value-added and specialized services 13
CHAPTER 2 MARKET PERFORMANCE: MARKET SIZE AND MODAL SPLITS 14
2.1 Chinese road freight market: set to grow annually by over 7% despite infrastructural bottlenecks 14
Arterial national highways built under the National Expressway Network Plan and the National Trunk Highway System to enhance connectivity and efficiency of road transport 17
2.2 Chinese rail freight market: improved infrastructure coupled with increased international connectivity to enhance the sector's competitiveness 19
Middle- and Long-Term Railway Network Plan to aid the railway market 19
2.3 Chinese sea freight market: improved and efficient coastal and inland port infrastructure to support the surging sector 24
Sea sector: Government initiatives to enhance efficiency of coastal ports 25
11th FYP for Road and Water Transportation 25
National Plan for Coastal Port Layout 26
Inland waterways: government plans to increase capacity to 64 million tonnes by 2010 26
2.4 Chinese air freight market: coordinated regional economic cooperation and increased domestic demand to drive growth 27
2.5 Chinese warehousing market: rising domestic demand and industrial activity coupled with booming retail and pharma segments to drive the growth of the market 32
2.6 Chinese contract logistics market: increasing market consolidation and relaxed government norms to improve outsourcing activity 35
Lack of well-developed infrastructure and trained professionals will hamper growth 35
Highly fragmented market and regulatory constraints to hinder growth 36
2.7 Chinese freight forwarding market: a highly competitive space dominated by local players 38
2.8 Chinese CEP market: increased consolidation and the revised Postal Law to invigorate growth in the market 39
CHAPTER 3 KEY INDUSTRY SECTORS 41
3.1 Retail logistics: burgeoning retailing and e-commerce to drive the market, while advanced and efficient supply chains gain importance 41
Increased food retailing to lead to the emergence of advanced logistics services 43
Increasing e-commerce and household consumption to spur the growth of the domestic retail market 43
E-commerce driving growth of domestic retailing 44
3.2 Automotive logistics: infrastructure development and increased sourcing of auto parts to drive growth 46
Improved rail infrastructure and consolidation to drive finished vehicle logistics 47
Growing automotive aftermarket to instigate growth for aftermarket logistics 47
3.2 Chemical logistics: burgeoning manufacturing and investments in dedicated industrial parks to aid the chemical logistics sector despite regulatory and infrastructural bottlenecks 48
CHAPTER 4 CHANGING LANDSCAPE 50
4.1 Friendly regulatory reforms to foster increased private and foreign investments 50
4.2 Mainland China gains importance in light of reducing economic disparities 51
4.3 3PLs gain ground as SEZs, logistics parks and value-added services gain importance 52
CHAPTER 5 COMPETITIVE LANDSCAPE AND KEY PLAYER PROFILES 54
5.1 Competition intensifies, with international players accelerating expansion in China while domestic players integrate their logistics services 54
5.2 Fragmented logistics industry set to consolidate as international LSPs gain ground over SOEs 54
5.3 Company profiles 56
CHAPTER 6 APPENDIX 61
Definitions 65
Datamonitor consulting 67
Disclaimer 67
List of Tables
Table 1: Road network statistics 18
Table 2: Rail network statistics 20
Table 3: Seaport statistics 25
Table 4: Airport statistics 31
Table 5: Evolution of regulatory environment in Chinese logistics industry 50
Table 6: COSCO profile 56
Table 7: Sinotrans Integrated Logistics profile 56
Table 8: Sinotrans Shipping Limited profile 57
Table 9: Sinotrans Air Transportation Development Company Limited profile 57
Table 10: Nanjing Tanker Corporation profile 58
Table 11: China National Materials Storage and Transportation Corporation profile 58
Table 12: Xiamen Xiangyu Group Company Limited profile 59
Table 13: Shandong China Railway Logistics profile 59
Table 14: International Cargo Transport Limited of China profile 60
Table 15: GuangDong NanYue Logistics Company Limited profile 60
Table 16: Volume of freight handled in major coastal ports in 10,000 tonnes 61
Table 17: Volume of freight handled in major coastal ports by type of freight in 10,000 tonnes 62
Table 18: Total value of exports and imports in China 62
Table 19: Foreign direct investment by sector (2007) 63
Table 20: China's stimulus package investments in Q4, 2008 ($ billion) 63
Table 21: Total retail sales of consumer goods in China 64
List of Figures
Figure 1: Chinese logistics industry segmental split, 2008 and 2013 8
Figure 2: Real GDP and the Chinese logistics industry, 2004-13 9
Figure 3: Total merchandise exports, 2008 10
Figure 4: Trade growth, 2004-13 11
Figure 5: Road freight value and growth, 2004-13 15
Figure 6: Road freight volume and growth, 2004-13 16
Figure 7: Road freight split in express and non-express, 2008 and 2013 17
Figure 8: Rail freight value and growth, 2004-13 21
Figure 9: Rail freight volume and growth, 2004-13 22
Figure 10: Freight volume split by road and rail, 2008 and 2013 23
Figure 11: Sea freight value and growth (containerized shipping), 2004-13 24
Figure 12: Air freight value (including express) and growth, 2004-13 28
Figure 13: Air freight volume (including express) and growth, 2004-13 29
Figure 14: Air freight value split by express and non-express, 2008 and 2013 30
Figure 15: Warehousing spend growth, 2004-13 33
Figure 16: Warehousing stock growth, 2004-13 34
Figure 17: Total contract logistics value split by category, 2008 and 2013 37
Figure 18: Contract logistics value, 2004-13 38
Figure 19: Total CEP value and growth, 2004-13 40
Figure 20: Total retail sales, 2004-13 42
Figure 21: Household consumption expenditure, 2004-13 44
Figure 22: Broadband penetration per 100 people, 2004-13 45
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