중국의 화물 및 물류 시장(2025-2030년) : 시장 점유율 분석, 산업 동향, 통계 및 성장 예측

The China Freight and Logistics Market size is estimated at 1.31 trillion USD in 2025, and is expected to reach 1.78 trillion USD by 2030, growing at a CAGR of 6.27% during the forecast period (2025-2030).

Rising adoption of in-house logistics services owing to booming demand and moderate supply in the industry

• In 2022, intra-city express deliveries reached a cumulative volume of 128 billion. The parcel delivery sector saw a 1.6% Y-o-Y revenue increase in the first 11 months of 2022. This uptick was driven by heightened reliance on parcel services during lockdowns, as consumers increasingly turned to online shopping, even for daily essentials. This surge in e-commerce bolstered domestic demand and volume for courier, express, and parcel (CEP) services. In June 2023, Cainiao Group, in collaboration with AliExpress, announced plans to expedite cross-border parcel deliveries, aiming to cut delivery times to five working days, a 30% acceleration from the industry average.
• China is actively investing in infrastructure to bolster its logistics sector and ensure a seamless supply chain. In 2022 alone, the country allocated over USD 3.4 billion for road transport infrastructure improvements. Looking ahead, the National Development and Reform Commission, along with the Ministry of Transport, has set ambitious goals for road expansion. By 2035, they aim to extend the national road network to 299,000 kilometers of highways and 162,000 kilometers of expressways.

China Freight and Logistics Market Trends

Rising focus on developing clean energy infrastructure and transport sector investment under 14th Five-Year Plan driving growth

• In 2023, China's clean energy sector significantly contributed to the country's economic expansion. According to Energy and Clean Air (CREA), China's investment in renewable energy infrastructure amounted to USD 890 billion, almost matching global investments in fossil fuel supply for the same year. Clean energy, including renewable energy sources, nuclear power, electricity grids, energy storage, electric vehicles (EVs), and railways, constituted 9.0% of China's GDP in 2023, up from 7.2% YoY. EV production grew by 36% YoY in 2023.
• In the 14th Five-Year Plan (2021-2025), China revealed goals for expanding its transportation network. By 2025, high-speed railways will extend to 50,000 kms, up from 38,000 kms in 2020, with 95% of cities with populations above 500,000 covered by 250-km lines. The country aims to increase its railway length to 165,000 kms, civil airports to over 270, subway lines in cities to 10,000 kms, expressways to 190,000 kms, and high-level inland waterways to 18,500 kms by 2025. The primary objective is to achieve integrated development by 2025, emphasizing advancements in the transformation of the transportation system and its contribution to GDP.

China's retail diesel and gasoline prices were soared to historically high levels amid the Russia-Ukraine War

• In 2023, China imported 11% more crude oil than in 2022, totaling 563.99 mn metric tons (MMT), or 11.28 mn barrels per day. This surge was due to increased global crude oil prices amid the Russia-Ukraine War, causing fuel prices in China to reach historic highs. In Jan-Feb 2024, crude oil imports rose by 5.1% YoY, reaching 88.31 MMT. This increase was driven by purchasing crude oil at lower prices earlier. Brent futures peaked at USD 97.69 in September 2023, fell to USD 72.29 in December, and rose to USD 84.05 by March 2024. The decision made by the OPEC+ group in March 2024 to extend output cuts until the end of June has further boosted crude prices. This move has raised concerns about global oil demand, as the group is reducing production by nearly 6% of world demand. The recent increase in crude prices may also dampen China's imports starting from H2 2024.
• China plans to adjust retail prices for gasoline and diesel to align with recent shifts in global crude oil prices. The price hike reflects a tightening of global supply and a positive forecast for demand. According to NDRC, gasoline and diesel prices in China will increase by USD 28 per ton in 2024. Although there's expectation of declining demand for fuels, oil-based fuels will remain the primary choice until 2035.

China Freight and Logistics Industry Overview

The China Freight and Logistics Market is fragmented, with the major five players in this market being Deppon Logistics Co., Ltd., Expeditors International of Washington, Inc., SF Express (KEX-SF), Shanghai YTO Express (Logistics) Co., Ltd. and SINOTRANS (sorted alphabetically).

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Demographics
• 4.2 GDP Distribution By Economic Activity
• 4.3 GDP Growth By Economic Activity
• 4.4 Inflation
• 4.5 Economic Performance And Profile
  • 4.5.1 Trends in E-Commerce Industry
  • 4.5.2 Trends in Manufacturing Industry
• 4.6 Transport And Storage Sector GDP
• 4.7 Export Trends
• 4.8 Import Trends
• 4.9 Fuel Price
• 4.10 Trucking Operational Costs
• 4.11 Trucking Fleet Size By Type
• 4.12 Logistics Performance
• 4.13 Major Truck Suppliers
• 4.14 Modal Share
• 4.15 Maritime Fleet Load Carrying Capacity
• 4.16 Liner Shipping Connectivity
• 4.17 Port Calls And Performance
• 4.18 Freight Pricing Trends
• 4.19 Freight Tonnage Trends
• 4.20 Infrastructure
• 4.21 Regulatory Framework (Road and Rail)
  • 4.21.1 China
• 4.22 Regulatory Framework (Sea and Air)
  • 4.22.1 China
• 4.23 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes 1. Market value in USD for all segments 2. Market volume for select segments viz. freight transport, CEP (courier, express, and parcel) and warehousing & storage 3. Forecasts up to 2030 and analysis of growth prospects)

• 5.1 End User Industry
  • 5.1.1 Agriculture, Fishing, and Forestry
  • 5.1.2 Construction
  • 5.1.3 Manufacturing
  • 5.1.4 Oil and Gas, Mining and Quarrying
  • 5.1.5 Wholesale and Retail Trade
  • 5.1.6 Others
• 5.2 Logistics Function
  • 5.2.1 Courier, Express, and Parcel (CEP)
    • 5.2.1.1 By Destination Type
    • 5.2.1.1.1 Domestic
    • 5.2.1.1.2 International
  • 5.2.2 Freight Forwarding
    • 5.2.2.1 By Mode Of Transport
    • 5.2.2.1.1 Air
    • 5.2.2.1.2 Sea and Inland Waterways
    • 5.2.2.1.3 Others
  • 5.2.3 Freight Transport
    • 5.2.3.1 By Mode Of Transport
    • 5.2.3.1.1 Air
    • 5.2.3.1.2 Pipelines
    • 5.2.3.1.3 Rail
    • 5.2.3.1.4 Road
    • 5.2.3.1.5 Sea and Inland Waterways
  • 5.2.4 Warehousing and Storage
    • 5.2.4.1 By Temperature Control
    • 5.2.4.1.1 Non-Temperature Controlled
    • 5.2.4.1.2 Temperature Controlled
  • 5.2.5 Other Services

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Business Segments, Financials, Headcount, Key Information, Market Rank, Market Share, Products and Services, and Analysis of Recent Developments).
  • 6.4.1 Deppon Logistics Co., Ltd.
  • 6.4.2 Deutsche Bahn AG (including DB Schenker)
  • 6.4.3 DHL Group
  • 6.4.4 Dimerco
  • 6.4.5 DSV A/S (De Sammensluttede Vognmaend af Air and Sea)
  • 6.4.6 Expeditors International of Washington, Inc.
  • 6.4.7 Kuehne+Nagel
  • 6.4.8 SF Express (KEX-SF)
  • 6.4.9 Shanghai YTO Express (Logistics) Co., Ltd.
  • 6.4.10 SINOTRANS
  • 6.4.11 United Parcel Service of America, Inc. (UPS)

7 KEY STRATEGIC QUESTIONS FOR FREIGHT AND LOGISTICS CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (Market Drivers, Restraints & Opportunities)
  • 8.1.5 Technological Advancements
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms
• 8.7 Currency Exchange Rate