查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1683920

东协国内宅配：市场占有率分析、产业趋势与成长预测（2025-2030 年）

ASEAN Domestic Courier - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 318 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

预计 2025 年东协国内宅配市场规模为 106.8 亿美元，到 2030 年将达到 149.5 亿美元，预测期内（2025-2030 年）的复合年增长率为 6.96%。

东协国内快递市场-IMG1

2017年至2022年间，该地区电子商务产业的复合年增长率预计将达到37%，从而推动市场成长。

  • 国内宅配服务在电子商务产业的重要性日益凸显。过去几年，疫情导致购物行为发生了巨大变化，全球购物流程转向网路购物。 2017 年至 2022 年间，该地区电子商务产业的复合年增长率为 37.71%。电子商务领域的发展预计将促进国内宅配市场的成长。此外，受人口趋势、富裕程度提高以及新冠疫情快速復苏等因素影响，东南亚的奢侈品零售市场正在成长，也增加了对国内宅配的需求。
  • 2017年至2022年期间，医疗设备市场复合年增长率为6.52%，到2022年将达到100.2亿美元。疫情也加速了该地区对医疗设备快捷邮件服务的需求。东协国内医疗设备宅配服务的成长受到医疗保健服务需求不断增长、物流技术进步以及医疗保健电子商务成长等多种因素的推动。因此，预计东协国内宅配市场在预测期内将出现积极成长。

马来西亚宅配服务受电子商务推动激增，预计到 2027 年国内 CEP 将达到 14.44% 的复合年增长率

  • 马来西亚电子商务产业的兴起推动了当地宅配服务业的显着成长，导致市场上 100 多家服务供应商之间的竞争加剧。由于电子商务用户渗透率预计到 2027 年将达到 55%，预计国内 CEP 服务量在 2023 年至 2027 年期间的复合年增长率也将达到 14.44%。因此，我们预计宅配许可证的发放量将大幅增加，国内 CEP服务供应商的数量也将增加，以满足日益增长的需求。
  • 国内 CEP 行业经历了显着增长，主要受电子商务的推动。 2020年，电子商务产业与前一年同期比较增57.76%，达到353.4亿美元，这主要得益于远距工作和政府的社交距离规定。 2021年，网路购物趋势依然强劲，电子商务产业规模与前一年同期比较成长58.43%，达到559.9亿美元。预计电子商务产业在预测期内将继续保持强劲成长，到 2025 年将达到 885.4 亿美元。

东协国内宅配市场趋势

在政府基础建设计划，对东南亚国协的直接投资不断增加，推动了经济成长

  • 2024年5月，日本政府宣布贷款约1,407亿日圆（9亿美元），用于在印尼雅加达兴建高速铁路线。东西铁路计划全长84.1公里，将于2026年至2031年分两阶段完工。新铁路线的列车和号誌系统将采用日本技术。透过这样的努力，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建设。 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年计画新计画，总投资额达75.9亿美元。这些倡议包括18个公路计划、9个铁路计划和一项区域港口发展计划，旨在加强运输和仓储行业未来对GDP的贡献。

两以衝突、乌俄战争对东南亚国协的影响，导致油价上涨、供应链中断。

  • 印尼在壳牌和雪佛龙近期撤出后加大了钻探和探勘，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当下，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%。此外，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 月马来西亚柴油价格上涨了 50% 以上。改革的目的是透过取消普遍能源补贴并将援助重点放在最需要的人身上来缓解国家财政压力。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。

东协国内宅配产业概况

东协国内宅配市场适度整合，主要有五家参与者（依字母排列）：DHL集团、J&T Express、Ninja Van、POS Malaysia Bhd 和顺丰速运（KEX-SF）。

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

第一章执行摘要和主要发现

第二章 报告要约

第三章 引言

  • 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GDP
  • 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
  • 价值炼和通路分析

第五章 市场区隔

  • 送货速度
    • 表达
    • 非快递
  • 运输重量
    • 重型货物
    • 轻型货物
    • 中等重量货物
  • 最终用户产业
    • 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
  • 模型
    • 企业对企业（B2B）
    • 企业对消费者（B2C）
    • 消费者对消费者（C2C）
  • 符合条件的国家
    • 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

  • 关键策略趋势
  • 市场占有率分析
  • 商业状况
  • 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 7 章 CEO 的关键策略问题CEO 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
  • 资讯来源及延伸阅读
  • 图表清单
  • 关键见解
  • 资料包
  • 词彙表
简介目录
Product Code: 50001610

The ASEAN Domestic Courier Market size is estimated at 10.68 billion USD in 2025, and is expected to reach 14.95 billion USD by 2030, growing at a CAGR of 6.96% during the forecast period (2025-2030).

ASEAN Domestic Courier - Market - IMG1

The e-commerce sector in the region grew at a CAGR of 37% during 2017-22, driving the growth of the market

  • Domestic courier services are becoming increasingly important in the e-commerce industry. The pandemic brought a drastic change in shopping behavior over the past years, shifting the shopping process worldwide toward online shopping. During 2017-2022, the e-commerce sector in the region registered a CAGR of 37.71%. The development of the e-commerce sector is expected to contribute to the growth of the domestic courier services market. Moreover, the demand for domestic couriers has been increasing as the luxury retail markets in Southeast Asia have been growing due to a combination of demographics, increasing wealth, and their rapid emergence from the COVID-19 pandemic.
  • During 2017-2022, the medical devices market recorded a CAGR of 6.52% and reached USD 10.02 billion in 2022. The pandemic has also accelerated the region's demand for express delivery services for healthcare equipment. The growth of domestic courier services for medical devices in ASEAN is driven by a combination of increasing demand for healthcare services, advancements in logistics technology, and the growth of healthcare e-commerce. As a result, the ASEAN domestic courier market is expected to grow positively during the forecast period.

Malaysia's courier services soar with e-commerce, expected 14.44% CAGR in domestic CEP by 2027

  • The flourishing e-commerce segment in Malaysia has driven significant growth in the local courier services industry, resulting in intense competition among more than 100 service providers operating in the market. As e-commerce user penetration is projected to reach 55% by 2027, the volume of domestic CEP services is also expected to register a CAGR of 14.44% from 2023 to 2027. Consequently, it is anticipated that there will be a substantial increase in the number of courier licenses issued and a rise in the number of domestic CEP service providers to meet the growing demand.
  • The domestic CEP segment has experienced significant growth primarily driven by e-commerce. In 2020, the e-commerce segment saw a YoY increase of 57.76%, reaching USD 35.34 billion, mainly due to remote working and government-imposed social distancing regulations. This trend of online buying remained strong in 2021, with the e-commerce industry growing by 58.43% YoY and reaching USD 55.99 billion. The strong growth in the e-commerce industry is expected to continue during the forecast period and reach USD 88.54 billion by 2025.

ASEAN Domestic Courier 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 Domestic Courier Industry Overview

The ASEAN Domestic Courier Market is moderately consolidated, with the major five players in this market being DHL Group, J&T Express, Ninja Van, POS Malaysia Bhd and SF Express (KEX-SF) (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 Speed Of Delivery
    • 5.1.1 Express
    • 5.1.2 Non-Express
  • 5.2 Shipment Weight
    • 5.2.1 Heavy Weight Shipments
    • 5.2.2 Light Weight Shipments
    • 5.2.3 Medium Weight Shipments
  • 5.3 End User Industry
    • 5.3.1 E-Commerce
    • 5.3.2 Financial Services (BFSI)
    • 5.3.3 Healthcare
    • 5.3.4 Manufacturing
    • 5.3.5 Primary Industry
    • 5.3.6 Wholesale and Retail Trade (Offline)
    • 5.3.7 Others
  • 5.4 Model
    • 5.4.1 Business-to-Business (B2B)
    • 5.4.2 Business-to-Consumer (B2C)
    • 5.4.3 Consumer-to-Consumer (C2C)
  • 5.5 Country
    • 5.5.1 Indonesia
    • 5.5.2 Malaysia
    • 5.5.3 Philippines
    • 5.5.4 Thailand
    • 5.5.5 Vietnam
    • 5.5.6 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