インドの物流業界：COVID-19パンデミック後の成長機会分析

インドでは、COVID-19流行による国全体のロックダウンにより、労働力不足、貨物容量の課題、製造の減速、注文の遅延と出荷の停滞、需要と供給のショックなど、いくつもの課題に直面しています。製造の停止により、物流サービスの需要が減り、倉庫、貨物、物流全体の価格が下がる可能性があります。世界の多くの国々がロックダウンを実施しているため、輸出入の動きが最小限に抑えられ、物流スペースの危機が拡大しています。

当レポートはインドの物流業界について調査しており、COVID-19による影響、市場の動向、成長機会、企業の活動などの情報を提供しています。

目次

成長環境

• COVID-19パンデミックによる物流市場の見直し
• 2020年第1四半期における対外貿易12％減少、および2020年第3四半期まで続くとされる予想
• 刺激策の経済活動復活を支援する可能性
• インドのGDP：セクターごとの成長低下が影響
• 主要な予測基準
• GDP成長動向
• シナリオ1：保守的な予測
• シナリオ1：保守的な予測のディスカッション
• シナリオ2：野心的な予測
• シナリオ2：野心的な予測のディスカッション
• 全国物流政策：2022年までの物流コストをGDPの10％まで削減する目標
• その他の予測動向
• 物流業界の展望
• COVID-19：成功するために重要な成長機会

成長機会

• 成長の機会1：生鮮食品や医薬品など、時間に敏感な貨物用の倉庫ソリューション
• 成長の機会2：デジタル統合によるロジスティクスビジネスモデル変革のリード
• 成長の機会3：eコマースにより促進される可能性が高いエクスプレスおよび小包セグメントの成長
• 成長の機会4：貨物輸送セグメントを変革するマルチモーダル物流ソリューション

企業の活動

付録

• Growth Pipeline Engineについて
• COVID-19：Growth Pipeline診断
• 免責事項

Infrastructure Upgrades, Policy Reforms, and Digitization will Transform the Logistics Ecosystem

COVID-19 has been a disruptive force across every industry. India is facing several challenges amid its own country-wide lockdown: labor shortages, cargo capacity challenges, a manufacturing slowdown, order delays and stuck shipments, and demand and supply shocks. India's real gross domestic product (GDP) is at its lowest in 6 years because of the COVID-19 standstill adversely affecting consumption and investment in the Indian economy. The manufacturing halt has reduced demand for logistics services, which likely will result in downward pressure on prices across warehousing, freight, and logistics. With countries around the world imposing lockdowns, minimal export-import movements have amplified the crisis in the logistics space.

Restriction of air travel and international flights globally has contributed to the slowdown in the movement of goods, and India's lockdown brought first- and last-mile transportation and intermodal movement of goods to a standstill.

A reduction in vessel capacity and equipment shortages related to disruptions has had a major impact on the intra-Asia trade lanes. A large drop in freight volumes has prompted major carriers to report service cancellations and delays, and blank sailings to and from India and the Middle East, Europe, and the Mediterranean.

Aviation is one of the worst-affected segments. The Indian government has suspended all passenger flights, only allowing movement of cargo flights. Air carriers prioritize on transportation of essential cargo and critical pharma/medical equipment. Staff shortages and delays in clearance of cargo has resulted in congestion at airports.

The Internet of Things, blockchain, 3D printing, and autonomous transportation have gained renewed interest as technologies that will help companies survive and thrive during a pandemic or another crisis.

Frost & Sullivan has recognized multimodal logistics solutions, digital integration, flexible solution models, and warehousing infrastructure as other areas that are expected to present opportunities.

Table of Contents

Growth Environment

• Revised State of the Logistics Market Due to the Pandemic
• Foreign Trade Declined by 12% in Q1 2020; the Slowdown is Expected to Last Until Q3 2020
• Stimulus Measures Are Likely to Support a Revival of Economic Activities
• India's GDP to be Impacted by Lower Sectoral Growth
• Key Forecast Criteria
• GDP Growth Trends
• Scenario 1: Conservative Forecast
• Scenario 1: Conservative Forecast (continued)
• Scenario 1: Conservative Forecast Discussion
• Scenario 2: Aspirational Forecast
• Scenario 2: Aspirational Forecast (continued)
• Scenario 2: Aspirational Forecast Discussion
• National Logistics Policy Aims to Reduce Logistics Costs to 10% of GDP by 2022
• Other Forecast Trends
• Logistics Industry Outlook
• Growth Opportunities Critical for Success in Light of COVID-19

Growth Opportunities

• Growth Opportunity 1: Warehousing Solutions for Time-Sensitive Cargo Such as Perishables and Pharmaceuticals
• Growth Opportunity 1: Warehousing Solutions for Time-Sensitive Cargo Such as Perishables and Pharmaceuticals (continued)
• Growth Opportunity 2: Digital Integration will Lead Transformations in Logistics Business Models
• Growth Opportunity 2: Digital Integration will Lead Transformations in Logistics Business Models (continued)
• Growth Opportunity 3: Express and Parcel Segment Growth Likely to Accelerate, Driven by eCommerce
• Growth Opportunity 3: Express and Parcel Segment Growth Likely to Accelerate, Driven by eCommerce (continued)
• Growth Opportunity 4: Multimodal Logistics Solutions to Transform Freight Transport Segments
• Growth Opportunity 4: Multimodal Logistics Solutions to Transform Freight Transport Segments (continued)

Companies to Action

• Companies to Action

Appendix: Growth Pipeline Engine™

• About the Growth Pipeline Engine™
• Take the COVID-19 Growth Pipeline Diagnostic
• Legal Disclaimer