马来西亚宅配、速递和小包裹(CEP) 市场：市场份额分析、行业趋势和统计数据、成长预测 (2026-2031)

马来西亚宅配、速递和小包裹(CEP) 市场在 2025 年的价值为 16.8 亿美元，预计到 2031 年将达到 23.7 亿美元，高于 2026 年的 17.8 亿美元。

预计在预测期（2026-2031 年）内，复合年增长率将达到 5.91%。

小包裹量的强劲增长得益于电子商务的蓬勃发展、无现金支付的快速普及以及政府为简化跨境海关程序而推出的各项计划。为了提高递送速度，营运商正在投资基于人工智慧的分拣系统、电动车以及与「暗店」（dark store）的合作。同时，他们也必须应对2024年补贴改革后柴油价格上涨56%的情况。儘管日益激烈的竞争迫使定价机制严格控制，以维持行业整体5%以下的营运利润率，但规模经济和技术应用正在帮助J&T Express等领先企业恢復盈利。该公司累计，2024年其区域净利润为1.1亿美元。马来西亚的宅配、速递和小包裹（CEP）市场也受益于医疗物流需求的成长，其中药品低温运输运输的成长速度超过了其他垂直领域。从地理位置来看，由于接近性吉隆坡国际机场和巴生港，巴生谷仍然是小包裹配送中心，但东马仍在努力解决基础设施不足和多模态。

马来西亚宅配、速递与小包裹(CEP) 市场趋势与洞察

电子商务的快速成长以及数位原生消费者日益增长的期望

预计到2030年，马来西亚线上零售市场规模将达到239.3亿美元，其中跨境订单占所有交易的40%，这将重塑公路规划和小包裹结构。随着网路普及率超过90%以及行动钱包的广泛应用，货到付款（COD）的使用率已增至约20%，迫使宅配业者改善其逆向物流收款流程。春节和斋戒月等季节性高峰期需要暂时扩容，迫使业者在吉隆坡附近设立临时分类线。社群电商直播带动了配送量的波动，降低了小包裹的平均价值，挤压了利润空间，因此需要提高网路密度并采用动态路线规划。由此，马来西亚的宅配、速递和小包裹（CEP）市场越来越倾向于频繁、轻量级的配送，这就需要可扩展的自动化系统。

政府支持的数位自由贸易区加速跨境履约

ePAM系统允许CIF价值500马币或以下的小包裹在飞机抵达前两小时申报，从而实现近乎即时的清关。该系统已缩短了吉隆坡国际机场（KLIA）、槟城和古晋的货物滞留时间。目前该系统已在七个机场投入使用，为拥有清关经验的航空货运合作伙伴和承运商提供了至关重要的优势。东协快线铁路在马来西亚和重庆之间的查验服务已实现了九天的运输时间，凸显了政府致力于建设区域物流基础设施的决心。然而，由于500马币的阈值仅适用于空运货物，海运和陆运仍然繁琐且行政流程复杂，这延续了马来西亚宅配、速递和小包裹（CEP）市场以空运为中心的趋势。多种运输方式的业者正在游说，以期获得公平的竞争环境，从而进一步降低成本。

激烈的价格竞争导致营业利润率降至5%或以下。

供应商多元化导致货运价格下降，儘管自取消补贴以来柴油价格上涨了56%，但净利率低于5%。大型业者利用自动化和燃油避险合约来应对价格波动，而小型业者的选择较少，只能退出市场或进行整合。虽然SKDS 2.0纾困方案将部分涵盖受影响车辆的柴油成本，但配额上限意味着许多业者必须承担部分费用。旺季附加费只是暂时的缓解措施，因此，服务成本管理和收入管理对于马来西亚的宅配、速递和小包裹（CEP）市场至关重要。

细分市场分析

预计到2025年，电子商务订单将占小包裹需求的37.92%，而医疗保健领域由于严格的低温运输法规和医疗设备的广泛使用，将在2026年至2031年间实现6.12%的最快复合年增长率。温控货车和符合GDP认证的仓库带来了高附加价值利润。

金融服务、製造业和批发业维持可预测的B2B业务模式，并能有效缓解电子商务需求的季节性波动。对于承运商而言，涉足多元化垂直领域有助于稳定收入，并拓展其在马来西亚宅配、速递和小包裹（CEP）市场的服务范围。

儘管预计2026年至2031年间国际货运量将以6.11%的复合年增长率增长，但截至2025年，国内货运量已占马来西亚宅配、速递和小包裹（CEP）市场份额的64.42% 。跨境电子商务的进步、东协快速铁路试点计画以及数位自由贸易区的建立，正推动中小企业向海外目的地寄送小包裹的数量不断增长，从而催生了对能够处理清关的航空网络日益增长的需求。国内航线充分利用了巴生谷地区高度密集的城市化优势，凭藉密集的航线网络和近乎零的投递失败率，确保了稳定的现金流。

透过电子旅客捷运系统 (ePAM) 缩短清关时间，以及泛亚细亚网络将运往中国的运输时间缩短至九天，预计将推动马来西亚国际物流宅配、速递和小包裹(CEP) 市场的发展。然而，空运货物马币的最低课税门槛限制了多式联运的发展，而公路和海运货物仍需人工查验，阻碍了端到端成本的降低。具备多式联运仲介能力的货运代理公司则能够很好地利用这些缺口。

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 引言

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

• 市场概览
• 人口统计数据
• 按经济活动分類的GDP分配
• 按经济活动分類的GDP成长
• 通货膨胀
• 经济表现及概览
  • 电子商务产业的趋势
  • 製造业趋势
• 运输和仓储业的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
• 价值炼和通路分析
• 市场驱动因素
  • 电子商务的快速成长以及数位原生消费者日益增长的期望
  • 政府支持的数位自由贸易区（DFTZ）加速跨境履约
  • 巴生谷地区即时配送「暗店」迅速扩张
  • 利用人工智慧驱动的分类中心和路线规划进行网路优化
  • 透过最后一公里配送车辆的电气化降低单位配送成本
  • 东协经济小包裹走廊提供3-5天送达服务，为中小企业扩大出口量开闢新机会
• 市场限制
  • 激烈的价格竞争导致营业利润率降至5%或以下。
  • 由于东马来西亚遍远地区地址资料缺失，投递工作试验。
  • 两位数燃油额外费用波动
  • 儘管实施了最低限度进口改革，低价值B2C进口商品仍面临海关瓶颈。
• 市场创新
• 波特五力分析
  • 新进入者的威胁
  • 买方的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争对手之间的竞争

第五章 市场规模与成长预测

• 收件地址
  • 国内的
  • 国际的
• 配送速度
  • 表达
  • 非快递
• 模型
  • B2B
  • B2C
  • C2C
• 运输重量
  • 重型货物
  • 轻型货物
  • 中等重量货物
• 交通工具
  • 航空邮件
  • 陆上
  • 其他的
• 终端用户产业
  • 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

第六章 竞争情势

• 市场集中度
• 关键策略倡议与竞争格局：市场集中/关键策略倡议/市场占有率分析/公司简介
• 市占率分析
• 公司简介
  • City-Link Express
  • DHL Group
  • FedEx
  • GDEX Group
  • J& T Express
  • Ninja Van
  • POS Malaysia Bhd
  • SF Express（KEX-SF）
  • SkyNet Worldwide Express
  • United Parcel Service（UPS）

第七章 市场机会与未来展望

The Malaysia courier, express, and parcel market was valued at USD 1.68 billion in 2025 and estimated to grow from USD 1.78 billion in 2026 to reach USD 2.37 billion by 2031, at a CAGR of 5.91% during the forecast period (2026-2031).

Solid parcel volume growth stems from expanding e-commerce, rapid adoption of cash-less payments, and government programs that simplify cross-border clearance. Operators are investing in AI-enabled sorting, electrified fleets, and dark-store partnerships to improve delivery speed while managing the 56% spike in diesel prices that followed subsidy reforms in 2024. Competitive intensity has forced pricing discipline below a 5% industry-wide operating margin, yet scale advantages and technology deployments are beginning to restore profitability for larger firms such as J&T Express, which reported USD 110 million in regional net profit for 2024. The Malaysia courier, express, and parcel market is additionally buoyed by healthcare logistics demand, with pharmaceutical cold-chain shipments outpacing other verticals. Geographically, Klang Valley remains the epicenter of parcel flows thanks to proximity to KLIA and Port Klang, whereas East Malaysia continues to wrestle with addressing gaps and multimodal constraints.

Malaysia Courier, Express, And Parcel (CEP) Market Trends and Insights

E-commerce Boom and Growing Digital-Native Consumer Expectations

Online retail is forecast to reach USD 23.93 billion by 2030, with cross-border orders forming 40% of all transactions, a mix that reshapes line-haul planning and parcel mix. Ninety-plus percent internet penetration and mobile wallets have increased cash-on-delivery uptake to roughly 20% of orders, compelling couriers to refine reverse-logistics cash collection workflows. Seasonal peaks during Lunar New Year and Ramadan force temporary capacity layering, nudging operators to install pop-up sorting lines near Kuala Lumpur. Social-commerce live-streaming adds volume volatility and squeezes margins because of lower average parcel value, prompting network densification and dynamic routing. As a result, the Malaysia courier, express, and parcel market is skewing toward frequent, low-weight shipments that demand scalable automation.

Government-Backed Digital Free Trade Zone Accelerating Cross-Border Fulfillment

The ePAM regime allows simplified declarations two hours before aircraft arrival for parcels under RM500 CIF, triggering near-instant release and trimming dwell time at KLIA, Penang, and Kuching. Seven airports are now live on the system, creating a decisive advantage for carriers with air-freight partnerships and customs brokerage depth. ASEAN Express rail pilots linking Malaysia to Chongqing promise 9-day transit, underscoring the administration's bid to anchor regional logistics. However, because the RM500 threshold applies only to air, sea freight and trucking remain administratively heavier, preserving an air-centric bias in the Malaysia courier, express, and parcel market. Operators with multimodal reach are lobbying for parity to unlock further cost savings.

Sub-5% Operating Margin Pressure from Intense Price Wars

A fragmented vendor field has triggered tariff undercutting that keeps net margins under the 5% threshold even as diesel prices jump 56% post-subsidy removal. Large-scale players exploit automation and contract fuel hedging to ride out volatility, whereas small firms lack leverage and are exiting or consolidating. The SKDS 2.0 relief card offsets some diesel cost for eligible fleets, but allocation ceilings leave many operators partially exposed. Peak-season surcharges provide fleeting relief, making cost-to-serve discipline and yield management crucial for the Malaysia courier, express, and parcel market.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid Expansion of Instant-Delivery Dark Stores in Klang Valley
2. Network Optimization via AI-Driven Sorting Hubs and Route Planning
3. Rural Addressing Gaps in East Malaysia Causing Delivery Retries

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

E-commerce orders made up 37.92% of 2025 parcel demand, but healthcare recorded the fastest 6.12% CAGR between 2026-2031 due to stricter cold-chain compliance and medical device proliferation. Temperature-controlled vans and GDP-certified warehouses lend premium margins.

Financial services, manufacturing, and wholesale trade sustain predictable B2B lanes that smooth seasonal e-commerce volatility. For carriers, diversified vertical exposure insulates revenue and reinforces service breadth in the Malaysia courier, express, and parcel market.

International consignments are climbing at a 6.11% CAGR between 2026-2031, even though domestic traffic held 64.42% of the Malaysia courier, express, and parcel market share in 2025. Cross-border e-commerce, ASEAN Express rail pilots, and the Digital Free Trade Zone elevate outbound SME parcels, sharpening demand for customs-compliant air connectivity. Domestic lanes capitalize on urban density in Klang Valley, where route density and near-zero failed-delivery rates secure stable cash flow.

The Malaysia courier, express, and parcel market size for cross-border flows is primed to widen as ePAM cuts clearance turnaround and the Pan-Asian Railway Network slashes transit to China to 9 days. Nonetheless, the RM500 air-only de-minimis cap restrains multimodal shift; road and sea consignments still wade through manual inspections, constricting end-to-end cost savings. Carriers with multimodal brokerage are best placed to arbitrage these gaps.

The Malaysia Courier, Express, and Parcel Market Report is Segmented by End User Industry (E-Commerce and More), Destination (Domestic and International), Speed of Delivery (Express and Non-Express), Shipment Weight (Heavy Weight Shipments and More), Mode of Transport (Air, Road, and Others), and Model (Business-To-Business, Business-To-Consumer, and Consumer-To-Consumer). The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

1. City-Link Express
2. DHL Group
3. FedEx
4. GDEX Group
5. J&T Express
6. Ninja Van
7. POS Malaysia Bhd
8. SF Express (KEX-SF)
9. SkyNet Worldwide Express
10. United Parcel Service (UPS)

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Demographics
• 4.3 GDP Distribution by Economic Activity
• 4.4 GDP Growth by Economic Activity
• 4.5 Inflation
• 4.6 Economic Performance and Profile
  • 4.6.1 Trends in E-Commerce Industry
  • 4.6.2 Trends in Manufacturing Industry
• 4.7 Transport and Storage Sector GDP
• 4.8 Export Trends
• 4.9 Import Trends
• 4.10 Fuel Price
• 4.11 Logistics Performance
• 4.12 Infrastructure
• 4.13 Regulatory Framework
• 4.14 Value Chain and Distribution Channel Analysis
• 4.15 Market Drivers
  • 4.15.1 E-Commerce Boom and Growing Digital-Native Consumer Expectations
  • 4.15.2 Government-Backed Digital Free Trade Zone (DFTZ) Accelerating Cross-Border Fulfilment
  • 4.15.3 Rapid Expansion of Instant-Delivery "Dark Stores" in Klang Valley
  • 4.15.4 Network Optimization via AI-Driven Sorting Hubs and Route Planning
  • 4.15.5 Electrification of Last-mile Fleets Lowering Unit Delivery Cost
  • 4.15.6 Cross-Border ASEAN 3-5-day Economy-Parcel Corridors Opening New SME Export Volumes
• 4.16 Market Restraints
  • 4.16.1 Sub-5% Operating Margin Pressure from Intense Price Wars
  • 4.16.2 Rural Addressing Gaps in East Malaysia Causing Delivery Retries
  • 4.16.3 Double-Digit Fuel-Surcharge Volatility
  • 4.16.4 Customs-Clearance Bottlenecks for Low-Value B2C Imports Despite De-Minimis Reforms
• 4.17 Technology Innovations in the Market
• 4.18 Porter's Five Forces Analysis
  • 4.18.1 Threat of New Entrants
  • 4.18.2 Bargaining Power of Buyers
  • 4.18.3 Bargaining Power of Suppliers
  • 4.18.4 Threat of Substitutes
  • 4.18.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value, USD)

• 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

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Key Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, and Recent Developments)
  • 6.4.1 City-Link Express
  • 6.4.2 DHL Group
  • 6.4.3 FedEx
  • 6.4.4 GDEX Group
  • 6.4.5 J&T Express
  • 6.4.6 Ninja Van
  • 6.4.7 POS Malaysia Bhd
  • 6.4.8 SF Express (KEX-SF)
  • 6.4.9 SkyNet Worldwide Express
  • 6.4.10 United Parcel Service (UPS)

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment