中國物流市場研究講義英文(pdf 64頁)

Logistics is an old but key process in all businessesWe estimate China’s annual logistics bill to be more than US$200billion and that third-party logistics (3PL) providers account for about2% of the logistics market.
? Outsourcing of logistics is a growing trend in ChinaMost logistics services in Chinaarehandled in-house. With WTOentry and SOE privatization, efficiency and cost control will driveoutsourcing of the logistics function to 3PL service providers.
? Logistics suppliers range from single function to integrated servicesThe logistics industry in China ranges from servicing of a singlesegment of the total process (such as warehousing and point-to-pointtransportation) to integrated service providers.
? Integrated logistics is a young and fast-growing industry in ChinaThe essence of logistics management is to use a systematic approachto lower total logistics costs and fill customer needs. The one-stopservice providers have high ROE and we expect this segment toexperience revenue growth of 20% for the next 10 years.
? The first-mover advantage
We believe there is a clear advantage to positioning early to securecustomers and scale. One of the key ingredients in building acompetitive nationwide logistics operation in China is time. Investorsshould be ready to spot the early bird


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