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市場調査レポート

中国のエクスプレス便産業

Research Report on China Express Delivery Industry, 2017-2021

発行 China Research and Intelligence 商品コード 485635
出版日 ページ情報 英文 50 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=109.81円で換算しております。
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中国のエクスプレス便産業 Research Report on China Express Delivery Industry, 2017-2021
出版日: 2017年03月30日 ページ情報: 英文 50 Pages
概要

当レポートでは、中国国内のエクスプレス便産業について分析し、外的用途 (発展環境) や供給量 (配送能力)・需要量の推移と予測、主要企業のプロファイルと業績、コスト・料金構造、市場競争環境、今後の市場機会と課題などについて調査・考察しております。

第1章 エクスプレス便産業の概念

  • エクスプレス便産業の定義と分類
  • 分析指標 (パラメーター) と前提条件
    • 前提条件
    • データの情報源
  • CRIについて

第2章 中国のエクスプレス便産業の分析

  • 中国におけるエクスプレス便産業の発展環境
    • 経済的環境
    • 政治的環境
    • 社会的環境
  • 中国のエクスプレス便産業の供給量の分析 (過去4年間分)
    • エクスプレス便企業のプロファイル
    • エクスプレス便産業の供給能力 (集配能力)
  • 中国のエクスプレス便産業の需要量の分析 (過去4年間分)
    • エクスプレス便の主な消費者 (利用者) グループ
    • 中国国内のエクスプレス便の市場規模 (過去4年間分)

第3章 中国国内のエクスプレス便産業の競争状況

  • 中国のエクスプレス便産業における参入障壁
    • 必要資本額の面での障壁
    • 製品差別化の面での障壁
    • 人的資本の面での障壁
  • 中国のエクスプレス便産業の競争構造
    • サプライヤーの交渉力
    • 利用者の交渉力
    • 業界内・企業間競争
    • エクスプレス便の代替的サービス
    • 新規参入企業の脅威

第4章 中国国内の主なエクスプレス便企業の分析

  • S.F. Holding Co., Ltd.
    • 企業プロファイル
    • 経営状況
  • STO Express Co., Ltd.
  • YTO Express Group Co., Ltd.
  • Yunda Holding Co., Ltd.
  • ZTO Express (Cayman) Inc.
  • Sinotrans Air Transportation Development Co., Ltd.
  • China Postal Express & Logistics Co., Ltd.
  • その他の企業

第5章 中国のエクスプレス便産業のコスト・料金の分析

  • エクスプレス便産業のコスト分析 (過去4年間分)
  • エクスプレス便産業のサービス料金分析 (今後5年間分)

第6章 中国のエクスプレス便産業の発展予測

  • エクスプレス便産業の影響要因
    • 主な促進要因および市場機会
    • 今後の課題と脅威
  • エクスプレス便供給量の予測 (今後5年間分)
    • 供給量 (配送能力) の予測 (今後5年間分)
    • 生産構造の予測
  • エクスプレス便需要量の予測 (今後5年間分)
    • 全体的な需要量
    • 部門別の需要量の予測
目次
Product Code: 1703523

Express delivery is the door-to-door logistics with additional post functions. It refers to the fast delivery of goods to customers through railway, road or air transport.

According to CRI, in China, both the efficiency and function of express delivery are better than that of postal services, but correspondingly, the charge is higher, too. There are three types of geographical scope of express delivery: intra-city delivery, nation-wide inter-city delivery and international delivery.

In 2016, online retail sales in China was CNY 5,155.6 billion, increasing by 26.2% YOY. Retail sales of physical goods was CNY 4,194.4 billion, increasing by 25.6% YOY and accounting for 12.6% of total retail sales of consumer goods. Among these goods, food, clothing and daily goods increased by 28.5%, 18.1% and 28.8%, respectively.

According to CRI, surging market demand brought about by the booming e-commerce in China stimulated the fast growth of express delivery. The volume of business of express delivery in China increased from 1.2 billion parcels in 2007 to 31.3 billion in 2016. In 2016, the revenue of China's express delivery industry exceeded CNY 400 billion. Both the Chinese government and some local governments have issued policies to support the development of the express delivery industry.

However, the development of the industry is also faced with risks and challenges. For example, the overall cost has been pushed up by increasing property rental and human capital costs. Some policies are also unfavorable to the express delivery industry. For example, Provisions on the Administration of the Running of Transport Vehicles with Out-of-gauge Goods on the Road, which is known for its historical strictness, was implemented on September 21, 2016. It stipulated that the maximum of combined weight of the vehicle and goods shall be reduced from 55 tons to 49 tons. Total height of vehicle and goods combined must not exceed 4m from ground; total width of vehicle and goods combined must not exceed 2.55m; total length of vehicle and goods must not exceed 18.1m. A fine of CNY 500 would be imposed on every 1 ton in excess and the upper limit of fines is CNY 30,000. It is believed that these provisions would increase long-distance road transport costs by 20% to 30%.

As a result, part of road transport, especially commodities transport, would be transferred to railway transport, increasing the cost of express delivery.

China's express delivery industry is characterized by extensive development mode, severe homogeneous competition, declining profitability and huge infrastructure investment. As a result, many private express delivery companies which find it hard to borrow money from banks turned to going public to raise funds so as to improve their competitive advantages. The year 2016 saw the most dynamic capital activities in China's express delivery industry. A number of express delivery leaders were listed. For example, ZTO was listed on NYSE; YTO, S.F. Express, STO and Yunda Express were listed on A-share market through back-door listings utilizing Dalian Dayang Trands, Dingtai Rare Earth & New Materials, IDC Fluid Control and Xinhai Electric, respectively; Best Express and Deppon are also planning to go public.

According to CRI, the cost to run physical stores has been increasing with surging labor costs and rentals. As a result, the strength of online retailing has been enhanced. It is expected that China's e-commerce industry will keep growing fast from 2017 to 2021. In addition, new e-commerce modes, such as cross-border shopping, will also promote the development of China's express delivery industry. Government policies in the coming years will also support the development of the express delivery industry. For example, in early 2017, Premier Li Keqiang reiterated that online shopping is the "new economy" which directly drives sales of physical factories.

As a representation of the "new economy", express delivery is driving both consumption and production. State Post Bureau issued Thirteenth Five-Year Plan for Express Delivery Industry (2016-2020) in which six development targets were raised for China's express delivery industry from 2016 to 2020, one of which is to build flagship express delivery enterprises and to form three to four leaders by 2020. It is estimated that China's express delivery industry will keep growing at over 20% per year. With more mergers and restructuring going on, companies with ill management will be forced to close down.

Readers can obtain the following information or more through this report:

  • 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, 2012-2016
  • 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, 2017-2021
  • Unfavorable Factors in Express Delivery Industry in China, 2017-2021
  • Forecast on Supply and Demand in Express Delivery Industry in China, 2017-2021

Table of Contents

1. Concepts 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. About CRI

2. Analysis of Express Delivery Industry in China, 2012-2016

  • 2.1. Development Environment of Express Delivery Industry in China
    • 2.1.1. Economic Environment
    • 2.1.2. Policy Environment of Express Delivery Industry in China
    • 2.1.3. Social Environment
  • 2.2. Analysis of Supply in Express Delivery Industry in China, 2012-2016
    • 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, 2012-2016
    • 2.3.1. Major Consumer Groups in Express Delivery Market
    • 2.3.2. Market Size of Express Delivery in China, 2012-2016

3. Competition Status of Express Delivery Industry in China, 2012-2016

  • 3.1. Barriers to Entry in Express Delivery Industry in China

3.1. Barriers of Economies of Scale

    • 3.1.2. Barriers of Necessary Capital
    • 3.1.3. Barriers of Product Differentiation
    • 3.1.4. Barriers of Human Capital
  • 3.2. Competition Structure of China Express Delivery Industry
    • 3.2.1. Bargaining Power of Suppliers in Express Delivery
    • 3.2.2. Bargaining Power of Consumers in Express Delivery
    • 3.2.3. Internal Competition in Express Delivery Industry
    • 3.2.4. Substitutes for Express Delivery

3. 2.5. Threats from New Entrants

4. Analysis of Major Express Delivery Companies in China, 2013-2016

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

5. Analysis of Costs and Prices of China Express Delivery Industry, 2014-2017

  • 5.1. Analysis of Costs in China Express Delivery Industry
  • 5.2. Analysis of Service Prices of China Express Delivery Industry
    • 5.2.1. Analysis of Express Delivery Prices in China, 2013-2016
    • 5.2.2. Price Trend of Express Delivery in China, 2017-2021

6. Forecast on Development of Express Delivery Industry in China, 2017-2021

  • 6.1. Factors Influencing Development of China Express Delivery Industry
    • 6.1.1. Major Driving Forces and Market Opportunities in China Express Delivery Industry, 2017-2021
    • 6.1.2. Threats and Challenges in Future Express Delivery Industry in China
  • 6.2. Forecast on Express Delivery Industry in China, 2017-2021
    • 6.2.1. Forecast on Supply in Express Delivery Industry in China, 2017-2021
    • 6.2.2. Forecast on Product Structure of Express Delivery in China
  • 6.3. Forecast on Demand in China Express Delivery Industry, 2017-2021
    • 6.3.1. Overall Demand
    • 6.3.2. Forecast on Segment Demand for Express Delivery in China

Selected Charts

  • Chart Disposable Income of Urban Residents in China, 2011-2016
  • Chart Online Retail Sales in China, 2012-2016
  • Chart Number of Online Shoppers in China, 2012-2016
  • Chart Policies Relevant to Express Delivery Industry Issued by Chinese Government, 2012-2017
  • Chart Number of Parcels in China, 2011-2016
  • Chart Revenues of Express Delivery in China, 2011-2016
  • Chart Process of Major Chinese Express Delivery Companies Going Public by 2017
  • Chart Operating Revenue of Major Express Delivery Companies in China, 2016
  • Chart Operating Revenue of S.F. Holding Co., Ltd., 2014-2016
  • Chart Operation Status of STO Express, 2014-2016
  • Chart Operating Revenue of YTO Express, 2014-2016
  • Chart Operation Status of ZTO Express, 2014-2016
  • Chart Operating Revenue of Sinotrans Air Transportation Development Co., Ltd., 2011-2016
  • Chart Price Trend of Oil in China, 2014-2017
  • Chart Cost Trend of Human Capital in China, 2014-2017
  • Chart Scale of E-commerce Transaction, 2013-2016
  • Chart Forecast on Business Volume in Express Delivery Industry in China, 2017-2021
  • Chart Forecast on Operating Revenue of China Express Delivery, 2017-2021
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