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市场调查报告书
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1683897

东协快递包裹 (CEP)：市场占有率分析、行业趋势和统计、成长预测（2025-2030 年）

ASEAN Courier, Express, and Parcel (CEP) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 380 Pages | 商品交期: 2-3个工作天内

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简介目录

预计 2025 年东协快递包裹 (CEP) 市场规模将达到 166.8 亿美元，到 2030 年预计将达到 235.1 亿美元，预测期内（2025-2030 年）的复合年增长率为 7.11%。

东协快递、快递与包裹 (CEP)-市场-IMG1

电子商务潜力不断增长，推动国内 CEP 市场占据行业主导地位

  • 2023年7月，阿里巴巴集团旗下物流部门菜鸟集团在印尼雅加达开设了第一家仓库，作为其区域扩大策略的一部分。新成立的菜鸟芝卡朗物流园将成为菜鸟枢纽（cHubs）东南亚网络中的第三座仓库。该计划位于雅加达东部勿加泗县的GIIC Deltamas Cikarang，占地320,000平方公尺，拥有六个仓库，占地170,000平方公尺。
  • 预计到 2023 年，电子商务将成为泰国国内和国际 CEP 市场成长的关键催化剂，规模将激增至 164.1 亿美元。预计到 2027 年，这一数字将达到 248.1 亿美元。泰国对 CEP 配送的需求主要来自电子产品、个人和家居用品、食品和饮料、玩具、爱好和 DIY 产品。泰国电子商务市场的用户预计将大幅增加，到 2028 年将达到 1,519 万人。用户渗透率预计将从 2024 年的 20.6% 增加到 2028 年的 24.8%。

电子宅配车辆的引入和货运村的建立将推动当地市场的需求。

  • 该地区的小包裹数量主要受到主导小包裹流量和其他终端用户的激增所推动。越南采取了多项措施来加强航空和公路小包裹递送。例如，2021年至2030年期间，越南将进行多项重大工程以加强机场基础设施​​，其中规模最大的是河内机场和现有的胡志明市机场，投资额达96亿美元。此外，在2018年，全球宅配业者DH推出了一款电动车，以实现更有效率的公路运输。
  • 2015年，大型宅配UPS进入缅甸，并进行快递服务。该快递服务在 1-3 个工作天内连接亚洲、欧洲和美国，方便进出缅甸的运输。 2019 年，泰国邮政采用了试验计画，使用电动货车运送小包裹，以减少碳足迹，目标是到 2050 年将其运送方式转变为使用电动车队。 DHL 还计划在 2023 年将其在泰国的电动车队增加到 71 辆。

东协快递包裹 (CEP) 市场趋势

在政府基础建设计划，对东南亚国协的直接投资不断增加，推动经济成长

  • 2024年5月，日本政府宣布贷款约1,407亿日圆（9亿美元），用于兴建印尼雅加达高铁线。东西铁路计划全长 84.1 公里，将于 2026 年至 2031 年间分两阶段完工。新铁路线的列车和号誌系统将采用日本技术。透过这些努力，预计运输和仓储业将对GDP做出贡献。
  • 2024 年 2 月，运输部宣布计划在 2025年终投资 188.3 亿美元用于约 150 个交通计划，以加强泰国的基础设施。 2024 年将有 64 个计划开工，另有 31 个计划（价值 112.3 亿美元）正在筹备中。 2025年计画上马57个新计画，总投资75.9亿美元。这些倡议包括18个公路计划、9个铁路计划和一个区域港口发展计划，旨在加强运输和仓储行业未来对GDP的贡献。

伊朗与以色列衝突和乌克兰与俄罗斯战争对东南亚国协的影响，导致燃料价格上涨和供应链中断。

  • 在壳牌和雪佛龙最近退出后，印尼加大了钻探和探勘，预计 2024 年其石油和天然气行业的投资将增长 29%。在石化燃料计划资金筹措日益困难的情况下，这项措施对于印尼应对长期产量下滑至关重要。埃尼、埃克森美孚和英国石油等外国公司将贡献2024年计画投资的40%。同样在2024年初，石油和天然气部宣布，儘管伊朗-以色列衝突有可能将原油价格推高至每桶100美元，但加油站的燃油价格至少在2024年6月之前将保持稳定。
  • 作为马来西亚总理安瓦尔·易卜拉欣 (Anwar Ibrahim) 改革长期燃油补贴制度的努力的一部分，2024 年 6 月马来西亚的柴油价格上涨了 50% 以上。改革旨在透过取消普遍能源补贴、将援助重点放在最需要的人身上来减轻国家财政压力。此举也旨在解决补贴柴油被走私到邻国并以高价交易的问题。

东协快递包裹 (CEP) 产业概览

东协快递包裹（CEP）市场由五大参与者组成（按字母顺序排列）：DHL集团、联邦快递、J&T Express、顺丰速递（KEX-SF）和美国联合包裹服务公司（UPS）。

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 章执行摘要和主要发现

第二章 报告要约

第 3 章 简介

  • 研究假设和市场定义
  • 研究范围
  • 调查方法

第四章 产业主要趋势

  • 人口统计
  • 按经济活动分類的 GDP 分布
  • 经济活动带来的 GDP 成长
  • 通货膨胀率
  • 经济表现及概况
    • 电子商务产业趋势
    • 製造业趋势
  • 交通运输仓储业生产毛额
  • 出口趋势
  • 进口趋势
  • 燃油价格
  • 物流绩效
  • 基础设施
  • 法律规范
    • 印尼
    • 马来西亚
    • 菲律宾
    • 泰国
    • 越南
  • 价值链与通路分析

第五章 市场区隔

  • 目的地
    • 国内的
    • 国际的
  • 送货速度
    • 表达
    • 非快递
  • 模型
    • 企业对企业 (B2B)
    • 企业对消费者 (B2C)
    • 消费者对消费者（C2C）
  • 运输重量
    • 重型货物
    • 轻型货物
    • 中等重量货物
  • 运输方式
    • 航空邮件
    • 路
    • 其他的
  • 最终用户
    • 电子商务
    • 金融服务（BFSI）
    • 卫生保健
    • 製造业
    • 一级产业
    • 批发零售（线下）
    • 其他的
  • 国家名称
    • 印尼
    • 马来西亚
    • 菲律宾
    • 泰国
    • 越南
    • 其他东南亚国协

第六章 竞争格局

  • 主要策略趋势
  • 市场占有率分析
  • 业务状况
  • 公司简介
    • BEST Inc.
    • City-Link Express
    • CJ Logistics Corporation
    • DHL Group
    • FedEx
    • J&T Express
    • JWD Group
    • Ninja Van
    • POS Malaysia Bhd
    • PT Pos Indonesia（Persero）
    • SF Express（KEX-SF）
    • SkyNet Worldwide Express
    • Thailand Post
    • United Parcel Service of America, Inc.（UPS）
    • Vietnam Posts and Telecommunications Group（including Vietnam Post Corporation）
    • ViettelPost

第七章：执行长的关键策略问题

第 8 章 附录

  • 世界概况
    • 概述
    • 五力分析框架
    • 全球价值链分析
    • 市场动态(DRO)
    • 技术进步
  • 资讯来源和进一步阅读
  • 图表清单
  • 关键见解
  • 资料包
  • 词彙表
简介目录
Product Code: 50001565

The ASEAN Courier, Express, and Parcel (CEP) Market size is estimated at 16.68 billion USD in 2025, and is expected to reach 23.51 billion USD by 2030, growing at a CAGR of 7.11% during the forecast period (2025-2030).

ASEAN Courier, Express, and Parcel (CEP) - Market - IMG1

Rising e-commerce potential is boosting the domestic CEP market, which dominates the industry

  • In July 2023, Cainiao Group, the logistics arm of Alibaba Group, inaugurated its first warehouse in Jakarta, Indonesia, as part of its regional expansion strategy. The newly established Cainiao Cikarang Logistics Park is the third warehouse in its Southeast Asian network of Cainiao Hubs (cHubs). Situated in GIIC Deltamas Cikarang, Bekasi Regency, east of Jakarta, the project spans 320,000 sqm, housing 6 warehouses across 170,000 sqm.
  • In 2023, e-commerce emerged as a pivotal catalyst for the growth of both domestic and international CEP markets in Thailand, surging to USD 16.41 billion. This figure is projected to reach USD 24.81 billion by 2027. The demand for CEP deliveries in Thailand is primarily driven by electronics, personal and household items, food and beverages, as well as toys, hobbies, and DIY products. The e-commerce market in Thailand is expected to witness a significant rise in users, reaching an estimated 15,190,000 by 2028. User penetration is forecasted to increase from 20.6% in 2024 to 24.8% by 2028.

Adoption of e-delivery vehicles, establishment of cargo villages among drivers of regional market demand

  • The parcel volume in the region was driven mainly by surge in e-commerce-led parcel shipments along with other end users. Several initiatives are being undertaken to strengthen air and road deliveries of parcels in Vietnam. For instance, for 2021-2030, major works for strengthening airport infrastructure are underway, the biggest of which is at the Hanoi and existing Ho Chi Minh City airports, with an investment worth USD 9.6 billion. Also, in 2018, DH, a global courier, launched electric vehicles for the efficient delivery by road.
  • In 2015, UPS, a leading parcel giant, ventured into Myanmar with its express delivery service. The express services facilitate businesses to deliver across and beyond Myanmar, with transit times between 1 and 3 business days across Asia, Europe, and the United States. In 2019, Thailand Post adopted a pilot program to deliver parcels through electric vans to reduce its carbon footprint and aims to transform its deliveries through electric fleets by 2050. Also, DHL aims to increase its EV fleet in Thailand to 71 by 2023.

ASEAN Courier, Express, and Parcel (CEP) Market Trends

Rising FDI in ASEAN countries supported by infrastructure construction projects by country governments driving economic growth

  • In May 2024, the Japanese government announced a loan of about JPY140.7 billion (USD 900 million) to build a high-speed rail line in Jakarta, Indonesia. The East-West rail project will cover 84.1 km and be completed in two phases, starting in 2026 and finishing by 2031. The new rail line will feature Japanese technology for trains and signaling systems. Such initiatives are expected to boost GDP contribution from transport and storage sector.
  • In February 2024, the Transport Ministry announced plans to invest USD 18.83 billion in around 150 transport projects by the end of 2025 to enhance Thailand's infrastructure. In 2024, 64 projects will commence, with an additional 31 projects valued at USD 11.23 billion in the pipeline. For 2025, there are 57 new projects planned, totaling USD 7.59 billion. These initiatives include 18 motorway projects, 9 railway projects, and plans for regional port development, all aimed at bolstering the transport and storage sector's contribution to GDP in the future.

Impact of the Iran-Israel conflict and Ukraine-Russia war on ASEAN countries led to increased fuel prices and supply chain disruptions

  • Indonesia expects a 29% increase in oil and gas sector investments in 2024 to boost drilling and exploration after Shell and Chevron's recent exits. This push is vital for Indonesia to counter a long-term decline in output amid rising financing challenges for fossil fuel projects. Foreign companies like Eni, Exxon Mobil, and BP will contribute 40% of 2024's planned investments. Also, in early 2024, the Ministry of Oil and Gas announced that fuel prices at gas stations will stay stable until at least June 2024, despite the Iran-Israel conflict potentially raising oil prices to USD 100 per barrel.
  • Diesel prices in Malaysia surged by over 50% in June 2024 as part of Prime Minister Anwar Ibrahim's efforts to reform the country's long-standing fuel subsidy system. The restructuring aimed to alleviate pressure on national finances by eliminating universal energy subsidies and focusing assistance on those most in need. This move also aims to address issues like the smuggling of subsidized diesel to neighboring countries, where it fetches higher prices.

ASEAN Courier, Express, and Parcel (CEP) Industry Overview

The ASEAN Courier, Express, and Parcel (CEP) Market is moderately consolidated, with the major five players in this market being DHL Group, FedEx, J&T Express, SF Express (KEX-SF) and United Parcel Service of America, Inc. (UPS) (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 Logistics Performance
  • 4.11 Infrastructure
  • 4.12 Regulatory Framework
    • 4.12.1 Indonesia
    • 4.12.2 Malaysia
    • 4.12.3 Philippines
    • 4.12.4 Thailand
    • 4.12.5 Vietnam
  • 4.13 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes Market Value in USD, Forecasts up to 2030 and analysis of growth prospects)

  • 5.1 Destination
    • 5.1.1 Domestic
    • 5.1.2 International
  • 5.2 Speed Of Delivery
    • 5.2.1 Express
    • 5.2.2 Non-Express
  • 5.3 Model
    • 5.3.1 Business-to-Business (B2B)
    • 5.3.2 Business-to-Consumer (B2C)
    • 5.3.3 Consumer-to-Consumer (C2C)
  • 5.4 Shipment Weight
    • 5.4.1 Heavy Weight Shipments
    • 5.4.2 Light Weight Shipments
    • 5.4.3 Medium Weight Shipments
  • 5.5 Mode Of Transport
    • 5.5.1 Air
    • 5.5.2 Road
    • 5.5.3 Others
  • 5.6 End User Industry
    • 5.6.1 E-Commerce
    • 5.6.2 Financial Services (BFSI)
    • 5.6.3 Healthcare
    • 5.6.4 Manufacturing
    • 5.6.5 Primary Industry
    • 5.6.6 Wholesale and Retail Trade (Offline)
    • 5.6.7 Others
  • 5.7 Country
    • 5.7.1 Indonesia
    • 5.7.2 Malaysia
    • 5.7.3 Philippines
    • 5.7.4 Thailand
    • 5.7.5 Vietnam
    • 5.7.6 Rest of ASEAN

6 COMPETITIVE LANDSCAPE

  • 6.1 Key Strategic Moves
  • 6.2 Market Share Analysis
  • 6.3 Company Landscape
  • 6.4 Company Profiles
    • 6.4.1 BEST Inc.
    • 6.4.2 City-Link Express
    • 6.4.3 CJ Logistics Corporation
    • 6.4.4 DHL Group
    • 6.4.5 FedEx
    • 6.4.6 J&T Express
    • 6.4.7 JWD Group
    • 6.4.8 Ninja Van
    • 6.4.9 POS Malaysia Bhd
    • 6.4.10 PT Pos Indonesia (Persero)
    • 6.4.11 SF Express (KEX-SF)
    • 6.4.12 SkyNet Worldwide Express
    • 6.4.13 Thailand Post
    • 6.4.14 United Parcel Service of America, Inc. (UPS)
    • 6.4.15 Vietnam Posts and Telecommunications Group (including Vietnam Post Corporation)
    • 6.4.16 ViettelPost

7 KEY STRATEGIC QUESTIONS FOR CEP 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 (DROs)
    • 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