快递、快递和包裹 (CEP) 市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

预计在预测期内，快递、快递和包裹 (CEP) 市场的复合年增长率将超过 10%。

电子商务需求的增加正在推动市场。此外，B2C 领域的包裹运输量也在增加。

主要亮点

• 强劲的国内电子商务销售推动了全球快递市场的增长。大多数地区国内市场增速快于国际市场，但部分地区差距正在明显缩小。北美和欧洲缩小了国内和国际市场的差距。在欧洲，这主要是由于相互关联的市场和较低的国际贸易壁垒。事实证明，国内市场能够抓住电子商务提供的机遇。
• 由于国际贸易的增长、互联网和智能手机的普及导致的电子商务销售额的增加、中产阶级人口的增加、可支配收入的增加以及生活水平。除电子商务外，某些国家/地区的全渠道零售新趋势以及贸易增长和经济增长也是 CEP 行业的驱动因素。据 2022 年 4 月报导，多家外国快递巨头报导了网上谣言，称西方航运公司在 COVID-19 爆发期间暂停了在中国的邮政和包裹递送服务，并表示该公司的运营正常。此次疫情期间，位于上海浦东国际机场的联邦快递国际快递和货运中心继续开放，以确保正常的出口业务，促进全球贸易的恢復和发展。
• 2021年美国电子商务销售额将达到8700亿美元，比2020年增长14.2%，比2019年增长50.5%。2021 年，电子商务占美国所有零售额的 13.2%。据中国国家统计，2014-2021年网络零售额复合增长率将达到22%。在线零售渗透率预计将继续上升，但中国从 2020 年到 2025 年的“十四五”规划预计，这一在线零售额增速将放缓至 7.5%。2021 年印度电子商务市场价值 400 亿美元，预计今年（2022 年）将增长到 500 亿美元。在互联网和智能手机用户快速增长、政策改革完善以及可支配收入增加的推动下，该市场在过去五年呈指数级增长。
• 像 Lufthansa Cargo 这样的公司正在通过他们的电子预订投资于数字功能，但他们也希望将他们的预订提供给其他公司，以便 API 可以在他们的系统内提供库存。较大的客户希望将数据引入他们的系统，但较小的客户需要不同的方法。中小货代可能对IT不熟悉，可能不想投资。因此，我们还需要像 cargo.one 和 WebCargo 这样的平台，让我们能够比较票价、路线、中途停留和运力，并直接进行选择。Qatar Airways Cargo也有类似的政策。2021年1月，我们终于加入了Freightos的WebCargo订舱平台。Qatar Airways也是 Validaide 能力平台的成员，该平台目前拥有约 11 家航空公司。它使客户能够访问有关其供应商特殊处理能力的信息。航空公司可以数字化管理和共享他们的药品和保健产品容量，客户可以看到和验证这些容量。

主要市场趋势

电子商务和全渠道零售推动市场

2021年全球电子商务市场规模将达到13万亿美元。世界快速城市化是推动市场增长的关键因素之一。互联网的日益普及以及使用智能手机、笔记本电脑和平板电脑等设备访问电子商务网站的机会越来越多，也推动了市场的增长。电子商务允许企业在没有实体存在的情况下开展业务，从而最大限度地减少基础设施、通信和管理费用。2021 年拉丁美洲的电子商务销售额从 2020 年的 680 亿美元增长 25% 至 850 亿美元。印度的电子商务市场预计将从 2020 年的 462 亿美元增长到 2025 年的 1114 亿美元。2021 年，俄罗斯、英国和菲律宾的电子商务销售额将增长 20% 以上。

北美，包括美国和加拿大，是企业对企业 (B2C) 销售的主要地区，约占全球数字购买的三分之一。到 2020 年，美国将占整个北美电子商务市场的 60% 以上。通过此类在线门户增加电子商务交易正在推动全球 CEP 市场的增长。各种电子商务交易，如通过电子零售门户网站进行在线购物，预计将在预测期内推动市场增长。儘管 2020 年对零售业来说是艰难的一年，但每个市场的电子商务都实现了两位数的增长。儘管整体零售额下降了 3.4%，但拉丁美洲的零售额同比增长达到惊人的 36.7%。阿根廷的电子商务部门在 2020 年增长了 79%，而新加坡增长了 71.1%。

印度和墨西哥作为最大的跨境电商市场之一，位列全球前五。印度以 5000 万电子买家排名第三（东南亚的高增长地区受到物流和宽带基础设施发展的推动），而墨西哥以 4000 万电子买家排名第五。这些国家拥有越来越多的互联网用户，这使它们成为跨国公司销售产品的完美市场。在香港、新加坡和越南，跨境购物分别占网上购物的 31%、43% 和 55%。在澳大利亚和新西兰，35% 的在线购买是从该地区以外进口的，25% 是来自北美和欧洲的电子购买。

跨境电子商务推动国际 CEP 市场增长

电子商务行业的发展以及跨境贸易的扩张是推动 CEP 市场增长的关键因素之一。跨境贸易渠道的发展，尤其是在新兴国家，正在推动国际贸易和 B2C 航运的采用。此外，消费者越来越喜欢通过各种电子商务门户网站进行网上购物，这也推动了市场增长。该电子商务商店与快递服务提供商合作，在国内和国际范围内运送货物。

技术进步，例如将数字技术与众包交付模式结合使用，也为市场带来了积极的迹象。这些技术帮助服务提供商提高整体运营效率，有效满足客户需求。此外，快速城市化、消费者支出增加以及製造业显着增长等因素也预计在预测期内进一步扩大市场。自动化包装和货运代理解决方案可用于简化零售商的整个运输流程。

在不久的将来，零售商将能够把电子提交海关文件等文书工作留给他们的发货人，享受顺畅的清关流程，并最大限度地减少相关文书工作的时间和成本。。此外，政府和贸易集团之间正在谈判更多的区域和贸易协定，这使得向新市场的扩张对中小企业更具吸引力。依赖技术的年轻城市地区人口不断增长，推动了跨境电子商务的快速增长。

竞争格局

快递、快递和包裹 (CEP) 市场分散且竞争激烈。DHL、FedEx 和 UPS 继续在全球范围内扩展业务，以占领尚未开发的市场。全球快递和包裹市场在电子商务的推动下不断向前发展。公司正在有机或无机地发展，寻求改善他们的产品供应、服务和地理范围。国际公司正在进行战略投资以建立区域物流网络，例如开设新的配送中心和智能仓库。国内公司面临来自基础设施相对发达的跨国公司的激烈竞争。在区域范围内，国内公司仍然占据主导地位。

其他福利。

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

目录

第 1 章 简介

• 研究背景
• 研究假设和市场定义

第二章研究方法论

• 研究框架
• 二次调查
• 初步调查
• 数据三角测量和洞察生成
• 项目流程和结构
• 参与框架

第三章执行摘要

第四章市场洞察

• 目前的市场情况
• 价值链/供应链分析
• 政府法规和举措
• CEP 行业的技术趋势和自动化
• 电商行业洞察（国内及跨境电商）
• 洞察 CEP 行业的初创企业、风险投资基金
• 快递费用汇总
• CEP业务中的存储功能和增值服务解说
• 逆向物流和当天交货的市场洞察
• 节日期间（圣诞节、光棍节、黑色星期五等）航运洞察
• COVID-19 对市场的影响

第五章市场动态

• 市场驱动力
• 市场限制/挑战
• 市场机会
• 产业吸引力——波特五力分析
  • 新进入者的威胁
  • 替代品的威胁
  • 买方/消费者议价能力
  • 供应商的议价能力
  • 竞争对手之间的竞争

第六章市场细分

• 按业务
  • 企业对企业 (B2B)
  • B2C（企业对消费者）
  • C2C（消费者对消费者）
• 按目的地
  • 国内的
  • 国外
• 按最终用户
  • 服务（BFSI：银行、金融服务、保险
  • 批发和零售（电子商务）
  • 製造、建筑、公用事业
  • 第一产业（农业、其他自然资源）
• 区域信息
  • 北美
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 法国
    • 英国
    • 荷兰
    • 意大利
    • 欧洲其他地区
  • 亚太地区
    • 中国
    • 日本
    • 澳大利亚
    • 印度
    • 新加坡
    • 马来西亚
    • 印度尼西亚
    • 泰国
    • 韩国
    • 亚太其他地区
  • 世界其他地区

第七章竞争格局

• 公司简介
  • Deutsche Post DHL Group
  • United Parcel Service Inc.
  • FedEx Corporation
  • SF Express（Group）Co. Ltd
  • Poste Italiane SpA
  • La Poste SA（GeoPost SA/DPD Group）
  • Royal Mail PLC（GLS/Parcelforce）
  • Yamato Holdings Co. Ltd
  • Qantas Courier Limited
  • SG Holdings Co. Ltd
  • PostNL NV
  • Aramex PJSC
  • Singapore Post Ltd
  • Pos Malaysia Berhad*
• 其他公司（主要信息/概况） Posten Norge AS, ZTO Express (Cayman) Inc., A-1 Express Delivery Service Inc., Deppon Logistics Co. Ltd., Best Co., Ltd., Shanghai Yuantong Express/YTO Express, STO Express Co.Ltd., DACHSER Group SE &Co.KG, Sinotrans Ltd Allied Express Transport Pty.Ltd., Japan Post, Toll Holdings Ltd., Toll Holdings Ltd., Shanghai Yunda Express (Logistics) Co. Ltd., DX ( Group) PLC、GO!Express & Logistics (Deutschland) GmbH 和 Hermes Europe GmbH。

第 8 章 市场期货

第9章附录

The Courier, Express, and Parcel (CEP) Market is anticipated to register a CAGR of more than 10% over the forecast period. Increasing demand through e-commerce is driving the market. Furthermore, there is an increased volume of shipments in terms of parcels in the B2C segment.

Key Highlights

• Growth in the global express markets has been driven by strong domestic e-commerce sales. Domestic markets have been growing more quickly than international markets in most regions, but the gap is narrowing significantly in some regions. The gap between the domestic and international markets is smaller in North America and Europe. In Europe, this is primarily due to the interconnectedness of the market and the lower barriers to international trade. Domestic markets have proved capable of seizing on the opportunities that e-commerce brings.
• The CEP industry is posting impressive growth in developing countries, driven by the growth in international trade, rising internet and smartphone penetration boosting e-commerce sales, growing middle-class population, disposable incomes, and improved standards of living. Besides e-commerce, the emerging trends of omnichannel retailing in certain countries and growth in trade driven by economic growth are also some of the drivers of the CEP industry. As reported in April 2022, several foreign express giants said that their operations are running as normal, refuting online rumours that delivery companies from Europe and the US are suspending postal and parcel express services in China amid the COVID-19 epidemic. FedEx's international express and freight centre at Shanghai Pudong International Airport has kept operating during the recent outbreak, in a bid to ensure normal export business and promote the recovery and development of global trade.
• E-Commerce sales were USD 870 billion in the US in 2021, a 14.2% increase over 2020 and a 50.5% increase over 2019. E-Commerce represented 13.2% of all retail sales in 2021 in the US. Chinese National Statistics suggest that online retail sales grew at a 22% compounded growth rate between 2014 and 2021. Though online retail penetration is expected to continue to increase, China's 14th Five-Year Plan, which runs from 2020 until 2025, anticipates this growth in online retail sales to slow to 7.5%. The Indian e-commerce market had a size of USD 40 Billion in 2021 which is projected to increase to USD 50 Billion in the ongoing year (2022). The market has grown exponentially over the past five years due to the surge in Internet and smartphone users, improved policy reforms, and an increase in disposable income.
• Companies like Lufthansa Cargo have invested in digital capabilities with their e-booking but also want to make their bookings available to others so that API can offer the inventory in their systems. Larger customers would want to incorporate the data into their systems, but smaller customers needed a different approach. SME forwarders might not be as IT-savvy or want to invest, so we also need to be on platforms such as cargo.one or WebCargo, where they can compare rates, routings, stopovers and capacity and make their choice directly. Qatar Airways Cargo has a similar policy. In January 2021, it finally joined Freightos's WebCargo booking platform. Qatar has also signed up for the Validaide Capabilities Platform, which now hosts some 11 airlines. It provides customers with access to information on the special handling capabilities of suppliers. Airlines can digitally manage and share station capabilities for pharma and healthcare products, and customers can see and review them.

Key Market Trends

E-Commerce And Omnichannel Retail Driving the Market

The global e-commerce market reached a value of USD 13 Trillion in 2021. Rapid urbanization across the globe is one of the key factors driving the growth of the market. Furthermore, increasing internet penetration and usage of devices, such as smartphones, laptops and tablets to access e-commerce portals, is also providing a boost to the market growth. E-commerce enables organizations to conduct business without maintaining a physical presence, thereby minimizing infrastructure, communication and overhead costs. Latin America saw USD 85 billion in e-commerce sales in 2021, up 25% from USD 68 billion in 2020. The Indian e-commerce market is expected to grow to USD 111.4 billion by 2025, up from USD 46.2 billion in 2020. Russia, the United Kingdom, and the Philippines saw more than 20% e-commerce sales growth in 2021.

North America, which includes United States and Canada as the leading regions in business-to-consumer (B2C) e-commerce sales, accounts for around one-third of digital purchases worldwide. United States accounted for more than 60% of the total e-commerce market in North America in 2020. This increase in e-commerce trade over online portals has driven the growth of the global CEP market. The various e-commerce activities, such as online shopping through e-retail portals, are expected to fuel the market growth during the forecast period. Despite a difficult year for retail in 2020, every national market saw double-digit e-commerce growth. Despite a 3.4% drop in overall retail sales, Latin America experienced incredible growth of 36.7% compared to the previous year. Argentina's e-commerce sector grew by 79% in 2020, while Singapore's grew by 71.1%.

One of the greatest cross-border e-commerce markets, India and Mexico were in the top five countries in the world. With 50 million e-buyers, India is in third place (the high-growth region of Southeast Asia has been triggered by increased logistics and broadband infrastructure), and Mexico is in fifth place with 40 million e-buyers. These countries' growing internet users make them great markets for multinational firms to sell into. In Hong Kong, Singapore, and Vietnam, cross-border purchases account for 31%, 43% and 55% of online purchases respectively. In Australia and New Zealand, 35% of online purchases are imported from outside the region, with 25% of e-purchases from North America and Europe.

Cross-Border E-commerce Stimulating The Growth Of The International CEP Market

The growing e-commerce sector, along with the growing cross-border trade, is one of the key factors driving the growth of the CEP market. The development of cross-border trade channels, especially in emerging nations, has enhanced the adoption of international trade and B2C shipments. Furthermore, the increasing consumer preference for shopping online through various e-commerce portals is also providing a boost to market growth. E-commerce stores partner with courier service providers to deliver their products across domestic and international locations.

Technological advancements, including the utilization of digital technologies with crowd-sourced delivery models, are also creating a positive outlook for the market. These technologies aid the service providers in increasing their overall operational efficiency and meeting the requirements of the customers effectively. Other factors, including rapid urbanization, rising consumer expenditure capacities, and significant growth in the manufacturing sector, are projected to drive the market further toward growth during the forecast period. Automated package and freight shipping solutions are available to improve efficiency for the entire shipping process of retail vendors.

Retailers will soon be able to leave the paperwork to shipping partners, such as transmitting customs documentation electronically and enjoy a smooth customs clearance process, minimizing the time and cost involved in the associated paperwork. Moreover, with more regional and trade deals being negotiated between governments and trading blocs, it has become more attractive for SMEs to expand into new markets. The rapid growth of cross-border e-commerce is attributed to the rise of a young, urban population that is heavily reliant on technology.

Competitive Landscape

The Courier, Express, and Parcel (CEP) Market is fragmented and highly competitive. DHL, FedEx, and UPS continue expanding their business across the globe to capture the market in the untapped areas. The global express and small parcels market continues to be driven forward by e-commerce. Companies are trying to grow organically or inorganically to improve their product offerings, services, and geographical reach. The international players are making strategic investments to establish a regional logistics network, such as opening new distribution centres, smart warehouses, etc. Local companies face high competition with multinational companies with comparatively well-developed infrastructure. In the regional context, domestic companies still have an edge.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Background
• 1.2 Study Assumptions and Market Definition

2 RESEARCH METHODOLOGY

• 2.1 Research Framework
• 2.2 Secondary Research
• 2.3 Primary Research
• 2.4 Data Triangulation and Insight Generation
• 2.5 Project Process and Structure
• 2.6 Engagement Frameworks

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Current Market Scenario
• 4.2 Value Chain/Supply Chain Analysis
• 4.3 Government Regulations and Initiatives
• 4.4 Technological Trends and Automation in the CEP Industry
• 4.5 Insights on the E-commerce Industry (Domestic and Cross-border E-commerce)
• 4.6 Insights on Startups, Venture Capital Funding in the CEP Industry
• 4.7 Brief on Courier Rates
• 4.8 Elaboration on Storage Functions and Value-added Services in CEP Business
• 4.9 Insights on the Reverse Logistics and Same-day Delivery Market
• 4.10 Insights on Deliveries during Festive Season (Christmas, Singles' day, Black Friday, etc.)
• 4.11 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
• 5.2 Market Restraints/Challenges
• 5.3 Market Opportunities
• 5.4 Industry Attractiveness - Porter's Five Forces Analysis
  • 5.4.1 Threat of New Entrants
  • 5.4.2 Threat of Substitute Products
  • 5.4.3 Bargaining Power of Buyers/Consumers
  • 5.4.4 Bargaining Power of Suppliers
  • 5.4.5 Intensity of Competitive Rivalry

6 MARKET SEGMENTATION

• 6.1 By Business
  • 6.1.1 B2B (Business-to-Business)
  • 6.1.2 B2C (Business-to-Consumer)
  • 6.1.3 C2C (Consumer-to-Consumer)
• 6.2 By Destination
  • 6.2.1 Domestic
  • 6.2.2 International
• 6.3 By End User
  • 6.3.1 Services (BFSI (Banking, Financial Services and Insurance))
  • 6.3.2 Wholesale and Retail Trade (E-commerce)
  • 6.3.3 Manufacturing, Construction, and Utilities
  • 6.3.4 Primary Industries (Agriculture, and Other Natural Resources)
• 6.4 By Geography
  • 6.4.1 North America
    • 6.4.1.1 United States
    • 6.4.1.2 Canada
    • 6.4.1.3 Mexico
  • 6.4.2 Europe
    • 6.4.2.1 Germany
    • 6.4.2.2 France
    • 6.4.2.3 United Kingdom
    • 6.4.2.4 Netherlands
    • 6.4.2.5 Italy
    • 6.4.2.6 Rest of Europe
  • 6.4.3 Asia-Pacific
    • 6.4.3.1 China
    • 6.4.3.2 Japan
    • 6.4.3.3 Australia
    • 6.4.3.4 India
    • 6.4.3.5 Singapore
    • 6.4.3.6 Malaysia
    • 6.4.3.7 Indonesia
    • 6.4.3.8 Thailand
    • 6.4.3.9 South Korea
    • 6.4.3.10 Rest of Asia-Pacific
  • 6.4.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Overview (Market Concentration and Major Players)
• 7.2 Company Profiles
  • 7.2.1 Deutsche Post DHL Group
  • 7.2.2 United Parcel Service Inc.
  • 7.2.3 FedEx Corporation
  • 7.2.4 SF Express (Group) Co. Ltd
  • 7.2.5 Poste Italiane SpA
  • 7.2.6 La Poste SA (GeoPost SA/DPD Group)
  • 7.2.7 Royal Mail PLC (GLS/Parcelforce)
  • 7.2.8 Yamato Holdings Co. Ltd
  • 7.2.9 Qantas Courier Limited
  • 7.2.10 SG Holdings Co. Ltd
  • 7.2.11 PostNL NV
  • 7.2.12 Aramex PJSC
  • 7.2.13 Singapore Post Ltd
  • 7.2.14 Pos Malaysia Berhad*
• 7.3 Other Companies (Key Information/Overview) Posten Norge AS, ZTO Express (Cayman) Inc., A-1 Express Delivery Service Inc., Deppon Logistics Co. Ltd, Best Inc., Shanghai Yuantong Express/YTO Express, STO Express Co. Ltd, DACHSER Group SE & Co. KG, Sinotrans Ltd Allied Express Transport Pty. Limited, Japan Post Holdings Co. Ltd/Toll Holdings Ltd, Shanghai Yunda Express (Logistics) Co. Ltd, DX (Group) PLC, GO! Express & Logistics (Deutschland) GmbH, and Hermes Europe GmbH

8 FUTURE OF THE MARKET

9 APPENDIX