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中国のロジスティクス用不動産市場の分析

2018 China Logistics Real Estate Research Report

発行 Beijing Data Time Consulting Ltd. 商品コード 620838
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=111.28円で換算しております。
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中国のロジスティクス用不動産市場の分析 2018 China Logistics Real Estate Research Report
出版日: 2018年04月02日 ページ情報: 英文
概要

eコマース (電子商取引) や3PL (サードパーティー・ロジスティクス) の需要が拡大すると共に、中国国内のロジスティクス業界向け不動産の市場も急速に発展しつつあります。土地供給量には制約があり、それが市場成長の抑制要因となっていますが、他方、産業・商業施設向け不動産市場と比べても需給ギャップが大きいことが、投資収益率 (ROI) を引き上げる要因ともなっています。

当レポートでは、中国におけるロジスティクス用不動産の市場について分析し、主な市場促進・抑制要因や、長期的な発展見通し、業界の求心力・競争力、他業界からの参入の動き、近年の主な動向・事例といった情報を取りまとめてお届けいたします。

第1章 eコマース・3PLの発展に伴う、ロジスティクス用不動産需要の回復

  • 住民の消費水準の回復による、ロジスティクス市場の活性化と、近代的物流網の登場
  • eコマース・3PL:積極的な事業展開と大幅な需要拡大

第2章 需要の力強さと供給の貧弱さ:ロジスティクス用不動産市場の長期的な発展促進要因

  • ハイエンド貯蔵施設:需給ギャップが大きく、市場集中度が低い
  • 土地の希少化と供給量の逼迫化

第3章 ロジスティクス用不動産市場の突然の変化:中国企業連合によるPrologisの買収

  • バリューチェーン内部における各企業のコアコンピタンス:土地・資本・人材
  • ロジスティクス用不動産市場の主要企業
  • 中国系の企業連合 (コンソーシアム) がPrologisを116億米ドルで買収

第4章 eコマース企業:ロジスティクス用不動産市場に参入し、大手企業として定着

  • Suning
  • JDcom
  • Alibaba
  • Suning 対 JDcom 対 Alibaba:ロジスティクス部門が市場競争の核となる
目次

The demand for the rise of e-commerce and third-party logistics in the domestic logistics real estate industry has risen rapidly. However, there are restrictions on the supply of industrial land.

The huge supply and demand gap in the industry has led to a higher return on investment for logistics real estate compared to commercial and residential real estate.

Table of Contents

1 E-commerce and third-party logistics development improve logistics real estate demand.

  • 1.1 The improvement of residents' consumption level makes the logistics market flourish, and modern logistics rises.
  • 1.2 E-commerce, third-party logistics - aggressively promoting power, strong growth demand

2 Demand is strong and supply is insufficient, supporting the long-term development of logistics real estate market

  • 2.1 High-end storage facilities have huge gaps and low market concentration
  • 2.2 Land becomes a scarce resource and supply is limited.

3 The sudden change in the logistics real estate market, the Chinese consortium acquired Prologis

  • 3.1 Corporate core competence in the value chain: land, capital, talent
  • 3.2 Major players in the logistics real estate market
  • 3.3 The Chinese consortium acquires Prologis for a total of US$ 11.6 billion

4 E-commerce has entered the logistics real estate market and become major competitors

  • 4.1 Suning
  • 4.2 JDcom
  • 4.3 Alibaba
  • 4.4 Suning VS JDcom VS Alibaba: Logistics is the core competitiveness

Charts List

  • Logistics market size
  • Income growth of rural and urban residents
  • Logistics market scale of various countries
  • Logistics costs as a percentage of GDP in various countries
  • Prologis's share of tenants in various industries in China
  • E-commerce market size
  • "Double 11" Tmall Trading Volume
  • The proportion of third-party logistics in various countries
  • Total domestic third-party logistics revenue
  • Logistics classification
  • Third-party logistics companies operating model classification
  • Deppon logistics business model
  • Clear gap between traditional old warehouses and high-standard storage facilities
  • Huge gap in high-end storage facilities
  • China and the United States have a huge gap in per capita high-end logistics facilities
  • Revenue risk assessment of 17 major cities
  • First-tier cities traded industrial land size
  • Most of the logistics node city warehouse rents are still growing
  • The vast majority of logistics node city warehouse vacancy rate declines
  • ROE trend on logistics real estate of first-tier cities
  • ROE level of real estate investment in first-tier cities
  • Nationwide city nodes of major logistics developers
  • Logistics real estate value chain
  • The market share of major logistics real estate developers in China
  • Prologis China network distribution
  • Prologis main customers in China
  • Suning omni-channel GMV high-speed growth
  • Suning's rapid development of logistics warehousing business
  • Storage area grows faster than 10% annually
  • Suning's logistics warehousing layout at the end of 2017
  • Property condition
  • Strong alliance between Suning, Cainiao Logistics and Tiantian Logistics
  • Suning's logistics capabilities have improved significantly
  • Suning cloud warehouse advanced technology
  • Suning layout 12 smart cloud warehouses
  • JDcom GMV Breaks through 1.3 trillion
  • JDcom workflow
  • The number of cities in JDcom logistics coverage area
  • JDcom logistics storage area and express network points
  • JDcom global warehousing and logistics layout
  • Tmall GMV's share continues to grow
  • Cainiao logistics integration node worldwide
  • Cainiao eight logistics center
  • Cainiao five-year plan: smart, ecological, global
  • National warehouse layout
  • Self-built/lease area
  • Comparison of Alibaba, JDcom and Suning logistics capabilities
  • Comparing the area of domestic major high-standard logistics real estate developers in 2017
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