表紙:中国の速達業界(2021年~2025年)
市場調査レポート
商品コード
1010197

中国の速達業界(2021年~2025年)

Investigation Report on China's Express Delivery Industry 2021-2025

出版日: | 発行: China Research and Intelligence | ページ情報: 英文 50 Pages | 納期: 即日から翌営業日

価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=110.22円
中国の速達業界(2021年~2025年)
出版日: 2021年06月08日
発行: China Research and Intelligence
ページ情報: 英文 50 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

中国の速達サービスは、通常の郵便と比較し効率がよく機能性も優れていますが、利用料金も大幅に高く設定されています。中国の速達サービスには、都市内速達便、都市間速達便、国際速達便の3種類があります。

近年の中国における電子商取引の急速な普及と市場の需要の増加を背景に、速達業界も急速に成長しています。中国のオンライン小売売上高は2020年に11兆7601億人民元に達し、その値は前年比10.9%増加しました。そのうち、物販商品の小売売上高は9,759億人民元で、14.8%の増加を示し、消費財の小売売上高の24.9%を構成しています。中国の速達件数は2016年の313億件から、2020年には834億件にまで拡大し、収益は834億人民元に達しました。

中国政府および一部の地方政府が、速達業界の発展を支援する一連の政策を発表しています。しかし、中国の速達業界の発展には、賃料や人件費の上昇が全体のコスト増につながるなど、いくつかのリスクや課題もあります。また、政府政策によっては、中国の速達業界に悪影響が及ぶ可能性もあります。

当レポートでは、中国の速達業界について調査し、業界の概要、速達の定義、業界発展における経済的・政治的・社会的環境の分析、サービスの供給・需要動向、コスト分析、推進力と市場機会、新型コロナウイルス感染症(COVID-19)の影響、業界の発展予測、競合情勢、参入障壁、上位企業のプロファイなどをまとめています。

第1章 速達業界の概要

  • 速達の定義と区分
  • 指標と前提条件
  • 新型コロナウイルス感染症(COVID-19)の業界への影響

第2章 中国の速達業界の分析(2016年~2020年)

  • 発展環境
    • 経済環境
    • 政策環境
    • 社会環境
  • 供給動向の分析
    • 速達企業のプロファイル
    • 供給能力
  • 需要動向の分析
    • 速達市場の主要顧客
    • 速達の市場規模

第3章 中国の速達業界の競合情勢

  • 参入障壁
    • 経済規模
    • 必要資本
    • 製品差別化
    • 人的資本
  • 競合構造
    • 供給企業の交渉力
    • 買い手の交渉力
    • 競争企業間の敵対関係
    • 代替品の脅威
    • 新規参入業者の脅威

第4章 中国の速達業界における上位企業の分析(2016年~2020年)

  • S.F. Holding Co., Ltd.
    • 企業プロファイル
    • 事業収益
  • STO Express
  • YTO Express Group Co., Ltd.
  • Yunda Holding Co., Ltd.
  • ZTO Express
  • Sinotrans Air Transportation Development Co., Ltd.
  • China Postal Express & Logistics Co., Ltd.
  • その他の企業

第5章 中国の速達業界におけるコストおよび価格の分析(2016年~2020年)

  • コスト分析
  • 価格分析
  • 中国のエクスプレス価格の分析
    • 価格分析
    • 価格動向の分析

第6章 中国の速達産業の発展予測(2021年~2025年)

  • 業界発展に影響を与える要因
    • 主な推進力と市場機会
    • 脅威と課題
  • 業界予測
    • 供給予測
    • 製品構造の見通し
  • 需要予測
    • 全体的な需要
    • セグメント別の需要予測
図表

List of Charts

  • Chart China's GDP and Total Retail Sales Value of Consumer Goods, 2016-2020
  • Chart Online Retail sales, 2016-2020

Char Number of Online Shoppers, 2016-2020

  • Chart Regulations and Policies in Express Delivery Industry in China
  • Chart Number of Express Delivery in China, 2016-2020
  • Chart Operating Revenue of Express Delivery in China, 2016-2020
  • Chart Major Express Delivery' Listing History in China by the end of 2020
  • Chart Operating Revenue of Major Express Delivery in China, 2020
  • Chart Operating Revenue of S.F. Holding Co., Ltd., 2016-2020
  • Chart Operation Status of S.F. Holding Co., Ltd., 2016-2020
  • Chart Operating Revenue of STO Express, 2016-2020
  • Chart Operation Status of STO Express, 2016-2020
  • Chart Operating Revenue of YTO Express, 2016-2020
  • Chart Operation Status of YTO Express, 2016-2020
  • Chart Operating Revenue of ZTO Express, 2016-2020
  • Chart Operation Status of ZTO Express, 2016-2020
  • Chart Operating Revenue of Yunda Express, 2016-2020
  • Chart Operation Status of Yunda Holding Co., Ltd., 2016-2020
  • Chart Operating Revenue of Sinotrans Air Transportation Development Co., Ltd., 2016-2020
  • Chart Operation Status of Sinotrans Air Transportation Development Co., Ltd., 2016-2020
  • Chart China's Gasoline Price Trend, 2016-2020
  • Chart Average Annual Salary of Employees in China 2016-2020
  • Chart E-commerce Transaction Scale in China, 2016-2020
  • Chart Forecast on Volume of Express Delivery in China, 2021-2025
  • Chart Forecast on Operating Revenue of Express Delivery in China, 2021-2025
目次
Product Code: 2106525

Express delivery is a door-to-door logistics activity with postal functions, which means express companies use rail, road, and air transportation to quickly deliver customers' goods.

According to CRI's analysis, the efficiency and functions of express delivery services are better than ordinary postal services in China, but the charges are also significantly higher than ordinary postal services. There are three types of courier services: intra-city courier, domestic inter-city courier, and international courier.

In 2020, China's online retail sales value reached CNY11,760.1 billion, with a year-on-year increase of 10.9%. Among them, the online retail sales value of physical goods was CNY975.9 billion, with an increase of 14.8%, accounting for 24.9% of the total retail sales of consumer goods; among the online retail sales of physical goods, food, clothing, and consumer goods increased by 30.6% and 5.8% and 16.2% respectively.

According to CRI's analysis, the rapid rise of e-commerce in China in recent years and the surge in market demand have led to rapid growth in the express delivery industry. The volume of China's express delivery business has increased from 31.3 billion in 2016 to 83.4 billion in 2020. In 2020, the revenue of China's express delivery industry has reached CNY879.5 billion. The Chinese government has issued a series of policies to support the development of the express delivery industry, and some local governments have also issued policies to support the development of the express delivery industry in the region. However, the development of China's express delivery industry also has some risks and challenges, such as rising rents and labor costs leading to an increase in overall costs. And some government policies may also have an adverse effect on China's express delivery industry.

Due to the extensive development of China's express delivery industry, severe homogeneity competition, the continued decline in profit margins, and capital needs of large infrastructure, many private express companies that have difficulty in obtaining bank loans have chosen to be listed to raise funds to increase their competitive advantage in the market. By 2020, the market structure of China's express delivery industry has not undergone major changes. Major companies in the express industry have been listed. For example, Zhongtong Express and Best Express are listed on the New York Stock Exchange. S.F. Holding Co., Ltd., YTO Express, STO Express, and Yunda Express with their backdoor listing plan are listed on the A-share market. Debon, as the first express company to be listed on the domestic main board through an IPO, is listed on the A-share market.

According to CRI's analysis, due to rising labor costs and store rents in China, the cost of physical stores has continued to rise, enhancing the advantages of the online retail industry. It is expected that China's e-commerce industry will develop rapidly from 2021 to 2025. In addition, due to the severe impact of the COVID-19 epidemic on the real economy in 2020, the advantages of e-commerce have become prominent, driving the rapid development of the express delivery industry. At the same time, new e-commerce models such as cross-border shopping will also promote the development of China's express delivery industry and bring new development directions to the express delivery industry. The policies of the Chinese government in the next few years will also be beneficial to the development of the express delivery industry. For example, the State Council executive meeting held in 2021 has determined a series of measures to support transportation, express delivery, and other logistics industries to alleviate difficulties and speed up the recovery and development. These include that all localities should provide equal access to postal and express delivery companies of various ownerships, break the "last mile" delivery barriers in villages and communities and increase reductions of the tax fee.

Topics Covered:

  • Economic Environment of Express Delivery Industry in China
  • Policies in Express Delivery Industry in China
  • Analysis of Supply and Demand in Express Delivery Industry in China, 2016-2020
  • Analysis of Market Competition in Express Delivery Industry in China
  • Analysis of Major Companies in Express Delivery Industry in China
  • Analysis of Costs in Express Delivery Industry in China
  • Price Trend of Express Delivery Services in China
  • Driving Forces and Opportunities in Express Delivery Industry in China
  • Unfavorable Factors in Express Delivery Industry in China
  • Forecast on Supply and Demand in Express Delivery Industry in China 2020-2024
  • The impact of COVID-19 on the Express Delivery Industry in China

Table of Contents

1 Concept in Express Delivery Industry

  • 1.1 Definition and Classification of Express Delivery
    • 1.1.1 Definition of Express Delivery
    • 1.1.2 Classification of Express Delivery
  • 1.2 Parameters and Assumptions
    • 1.2.1 Assumption Base
    • 1.2.2 Data Sources
  • 1.3 The Impact of COVID-19 on China's Express Delivery Industry

2 Analysis of Express Delivery Industry in China, 2016-2020

  • 2.1 Development Environment of Express Delivery Industry in China
    • 2.1.1 Economic Environment
    • 2.1.2 Policy Environment
    • 2.1.3 Social Environment
  • 2.2 Analysis on Supply of Express Delivery Industry in China, 2016-2020
    • 2.2.1 Express Delivery Enterprise Profiles
    • 2.2.2 Supply Capacity of Express Delivery
  • 2.3 Analysis of Demand in Express Delivery Market in China, 2016-2020
    • 2.3.1 Major Consumer Groups in Express Delivery Market
    • 2.3.2 Market Size of Express Delivery in China, 2016-2020

3 Competition Status of Express Delivery Industry in China, 2016-2020

  • 3.1 Barriers to Entry in Express Delivery Industry in China
    • 3.1.1 Barrier of Economies of Scale
    • 3.1.2 Barrier of Necessary Capital
    • 3.1.3 Barrier of Product Differentiation
    • 3.1.4 Barrier of Human Capital
  • 3.2 Competition Structure of China Express Delivery Industry
    • 3.2.1 Bargaining Power of Suppliers of Express Delivery
    • 3.2.2 Bargaining Power of Consumers of Express Delivery
    • 3.2.3 Internal Competition of Express Delivery Industry
    • 3.2.4 Substitutes for Express Delivery
    • 3.2.5 Threats from New Entrants

4 Analysis of Top Express Delivery Players in China, 2016-2020

  • 4.1 S.F. Holding Co., Ltd.
    • 4.1.1 Enterprise Profile
    • 4.1.2 Operating Revenue of S.F. Holding Co., Ltd.
  • 4.2 STO Express
    • 4.2.1 Enterprise Profile
    • 4.2.2 Operating Revenue of STO Express
  • 4.3 YTO Express Group Co., Ltd.
    • 4.3.1 Enterprise Profile
    • 4.3.2 Operating Revenue of YTO Express
  • 4.4 Yunda Holding Co., Ltd.
    • 4.4.1 Enterprise Profile
    • 4.4.2 Operating Revenue of Yunda Holding Co., Ltd.
  • 4.5 ZTO Express
    • 4.5.1 Enterprise Profile
    • 4.5.2 Operating Revenue of ZTO Express
  • 4.6 Sinotrans Air Transportation Development Co., Ltd.
    • 4.6.1 Enterprise Profile
    • 4.6.2 Operating Revenue of Sinotrans Air Transportation Development Co., Ltd.
  • 4.7 China Postal Express & Logistics Co., Ltd.
    • 4.7.1 Enterprise Profile
    • 4.7.2 Operating Revenue of China Postal Express & Logistics Co., Ltd.
  • 4.8 Other Express Delivery Companies

5 Analysis on Cost and Price of Express Delivery Industry in China, 2016-2020

  • 5.1 Analysis of Cost of Express Delivery Industry in China
  • 5.2 Analysis of Express Price in China
    • 5.2.1 Analysis of Express Price in China, 2016-2020
    • 5.2.2 Analysis of the Price Trend of Express Delivery in China

6 Forecast on Development of Express Delivery Industry in China, 2021-2025

  • 6.1 Factors Influencing Development of China Express Delivery Industry
    • 6.1.1 Major Driving Forces and Market Opportunities in China Express Delivery Industry, 2021-2025
    • 6.1.2 Threats and Challenges in Future Express Delivery Industry in China
  • 6.2 Forecast on Express Delivery Industry in China, 2021-2025
    • 6.2.1 Forecast on Supply in Express Delivery Industry in China, 2021-2025
    • 6.2.2 Forecast on Product Structure of Express Delivery in China
  • 6.3 Forecast on Demand in China Express Delivery Industry, 2021-2025
    • 6.3.1 Overall Demand
    • 6.3.2 Forecast on Segment Demand for Express Delivery in China