泰国货运与物流：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

预计泰国货运和物流市场将从 2025 年的 533.8 亿美元成长到 2026 年的 565.6 亿美元，到 2031 年达到 754.7 亿美元，2026 年至 2031 年的复合年增长率为 5.95%。

泰国作为东协重要的多式联运门户，其製造业的持续回流以及政府主导的基础设施投资，正支撑着这一稳定成长。大型政府计划正在缩短运输时间，而来自中国以外地区（中国+1）的投资涌入正在重塑配送走廊，并增加对综合仓储的需求。电子商务的成长持续推高小包裹量，要求业者对最后一公里网路进行现代化改造，并采用数据驱动的路线优化。从自动化仓库到即时物联网追踪，数位化正成为一项至关重要的竞争优势，而永续性的迫切需求正在加速向铁路和电动卡车模式转换。

泰国货运物流市场趋势及洞察

电子商务的快速成长和最后一公里配送的加速发展

随着都市区家庭智慧型手机普及率超过90%，以及线上消费从偏好转向日常必需品，小包裹量持续成长。网路技术的进步使曼谷能够在保持全国次日达服务的同时，将平均配送时间缩短至24小时以内。国内快递业者正将其策略从价格竞争转向盈利管理，以提高单位盈利并释放资金以进行自动化投资。区域合作推动了跨境物流的成长，泰国企业正利用中国平台实现对柬埔寨、寮国、越南、缅甸和越南（CLMV）市场的无缝配送。消费者对即时物流资讯的日益增长的需求，促使企业采用人工智慧驱动的动态路线规划技术，以降低燃油成本和碳排放。

大型政府主导计划（东部经济走廊、2025-2026年规划、陆上大桥）

东部经济走廊（EEC）正推动新一轮港口、机场和铁路互联互通的升级改造，核准2024年将有168亿美元的投资获批。林查班港F码头扩建工程计画于2027年新增400万标准箱吞吐能力，届时泰国货柜吞吐能力将提升40%。乌塔堡机场的多阶段扩建工程正将该府打造成为三式联运枢纽，实现高价值货物从飞机到港口泊位六小时内的运输。这些设施将提升多式联运的连通性，并缓解公路交通瓶颈，有助于降低物流成本－目前物流成本占泰国GDP的13%至14%。

物流成本持续居高不下（占GDP的13-14%）

泰国的物流支出仍远高于经合组织平均水平，这主要是由于该国80%的货物运输仍依赖道路运输。分散的卡车运输业者在采购燃料和设备方面议价能力有限，其中一半业者的卡车数量不足五辆。平均62小时的港口停留时间过长，增加了仓储费和滞期费。由于商业银行优先考虑风险较低的企业，中小型运输公司面临更严格的贷款条件。儘管2024年企业贷款增加了1.9%，但中小企业未偿还贷款余额却有所下降。诸如经济特区10%的企业所得税率等奖励应该能够降低成本，但搬迁的先决条件限制了这些措施的实施。

细分市场分析

到2025年，製造业将占总收入的32.21%，其中以东海岸的电子、汽车和石化产业丛集为支柱。高精度零件的配送需要温控环境和快速清关，这有利于具备专业能力的企业。批发和零售预计将成为成长最快的行业，2026年至2031年的复合年增长率将达到6.38%，这主要得益于全通路零售商建立履约网络。更长的订单截止时间和更丰富的当日送达时段正在推动对位于都市区消费者5公里半径范围内的微型仓配中心的需求。

食品加工企业和农业相关企业仍依赖冷藏运输网络，将农村农场与曼谷的配送中心连结起来。由于地铁和机场计划，建筑物流量依然强劲，但需求存在週期性波动。向电动车组装的转型带来了电池组和稀土元素磁铁​​等原材料的进口，扩大了泰国的货运和物流市场规模，而这些原材料需要特殊的危险品处理。

截至2025年，货运将占泰国货运和物流市场份额的61.12%，这反映了工业园区向港口和边境口岸持续的大宗货物运输。东部经济走廊与林查班港之间强大的基础设施连接支撑了这一优势。同时，快速成长的电子商务需求正在推动城际宅配（CEP）收入的成长，预计2026年至2031年其复合年增长率将达到6.92%。传统的公路货运公司正在整合即时远端资讯处理技术，并与铁路营运商合作，提供半多式联运服务，从而降低高达12%的运输成本。

物流业者正在实施仓库管理系统，为托运人提供货物可视性，从而实现预测性补货并平抑季节性尖峰时段需求。随着快递网路日益密集，家用电器和电子产品的「额外」双人配送服务正逐渐成为一项加值利基服务。政府的「陆桥计画」旨在将跨印度洋-太平洋地区的货柜货物流向南部海港，预计在2020年代中期进一步扩大泰国的货运市场。同时，由于快递业者引入了基于区域的定价和燃油额外费用费制度，预计货运代理商在快递行业的利润率将有所提高。

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
• 卡车运输营运成本
• 卡车运输车队规模（按类型）
• 主要卡车供应商
• 物流绩效
• 透过交通方式分享
• 海运船队运力
• 班轮运输连接
• 停靠港口和航行记录
• 货运费率趋势
• 货物运输量趋势
• 基础设施
• 法规结构（公路和铁路）
• 法律规范（海事和航空）
• 价值炼和通路分析
• 市场驱动因素
  • 电子商务的快速成长和最后一公里配送的加速发展
  • 大型政府计划（东部经济走廊、2025-2026年规划、陆上大桥）
  • 製造业回归及受「中国+1」策略影响的资金流入
  • 数位化（人工智慧/运输管理系统、物联网视觉化、智慧仓库管理）
  • 强制推行绿色物流和促进铁路电气化
  • 与柬埔寨、寮国、缅甸和越南（CLMV）国家的跨境贸易以及泛亚铁路网络的活用状况
• 市场限制
  • 物流成本持续居高不下（约占GDP的13-14%）
  • 燃料价格波动及碳定价风险
  • 电子商务平台对小型包裹递送公司的利润率带来压力
  • 美国对泰国出口（汽车、电子设备）征收关税的风险
• 市场创新
• 波特五力分析
  • 新进入者的威胁
  • 供应商的议价能力
  • 买方的议价能力
  • 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

• 终端用户产业
  • 农业、渔业、林业
  • 建设业
  • 製造业
  • 石油天然气、采矿和采石
  • 批发和零售
  • 其他的
• 物流职能
  • 快递、快捷邮件和小包裹(CEP)
    • 目的地
      • 国内的
      • 国际的
  • 货运代理
    • 透过交通工具
      • 航空
      • 海路和内河航道
      • 其他的
  • 货物运输
    • 透过交通工具
      • 航空
      • 管道
      • 铁路
      • 路
      • 海路和内河航道
  • 仓储
    • 透过温度控制
      • 非温控型
      • 温度控制
  • 其他服务

第六章 竞争情势

• 市场集中度
• 关键策略倡议
• 市占率分析
• 公司简介
  • AP Moller-Maersk
  • CMA CGM Group（Including CEVA Logistics）
  • DHL Group
  • DSV A/S（Including DB Schenker）
  • FedEx
  • Flash Express
  • J&T Express
  • JWD Group
  • Kuehne+Nagel
  • LEO Global Logistics Public Co., Ltd.
  • Nippon Express Holdings.
  • Profreight Group Co., Ltd.
  • SCG Logistics, Ltd.
  • SF Express（KEX-SF）
  • Sub Sri Thai Public Co., Ltd.
  • Thailand Post
  • Toyota Tsusho（Thailand）Co., Ltd.
  • Triple i Logistics Public Co., Ltd.
  • United Parcel Service of America, Inc.（UPS）
  • WICE Logistics Public Co., Ltd.

第七章 市场机会与未来展望

The Thailand freight and logistics market is expected to grow from USD 53.38 billion in 2025 to USD 56.56 billion in 2026 and is forecast to reach USD 75.47 billion by 2031 at 5.95% CAGR over 2026-2031.

Thailand's position as ASEAN's principal multimodal gateway, combined with sustained manufacturing reshoring and state-led infrastructure investment, underpins this steady expansion. Government mega-projects are compressing transit times, while China+1 investment inflows are reshaping distribution corridors and spurring demand for integrated warehousing. E-commerce continues to lift parcel volumes, prompting operators to modernize last-mile networks and deploy data-driven route optimization. Digitalization-from automated depots to real-time IoT tracking-has become a decisive competitive lever, and sustainability mandates are accelerating modal shifts toward rail and electric truck fleets.

Thailand Freight And Logistics Market Trends and Insights

E-Commerce Boom and Last-Mile Delivery Acceleration

Parcel volumes continue to rise as smartphone penetration surpasses 90% of urban households and online spending migrates from discretionary goods to daily staples. Network densification enables operators to shorten average delivery times to under 24 hours in Bangkok while maintaining nationwide next-day reach. Domestic CEP players have pivoted from aggressive price wars toward yield management, raising unit profitability and freeing cash flow for automation investments. Regional partnerships are unlocking cross-border volumes, with Thai firms leveraging Chinese platforms for seamless fulfillment into CLMV markets. Consumer expectation of real-time visibility is encouraging the rollout of AI-enabled dynamic routing, which cuts fuel costs and shrinks carbon footprints.

Government Mega-Projects (EEC, 2025-2026 Plan, Land Bridge)

The Eastern Economic Corridor anchors USD 16.8 billion of approved investment in 2024 and has catalyzed a new wave of port, airport, and rail link upgrades. The Laem Chabang Terminal F build-out, scheduled to add 4 million TEU capacity by 2027, expands Thailand's container handling headroom by 40%. U-Tapao airport's multi-phase expansion is transforming the province into a tri-modal junction capable of channeling high-value cargo from aircraft to seaport berth within six hours. These assets collectively reduce logistics costs-currently 13-14% of GDP-by lifting multimodal connectivity and alleviating road bottlenecks.

Persistently High Logistics Costs (13-14% of GDP)

Thailand's logistics outlay remains materially higher than the OECD average, largely because 80% of domestic cargo still moves by road. Fragmented trucking fleets lack bargaining power for fuel and equipment, and the median operator runs under five trucks. Port dwell times average 62 hours, adding storage and demurrage expenses. SME carriers face tighter credit as commercial banks prioritize lower-risk segments; SME loan balances fell in 2024 even as corporate lending inched up 1.9%. Policy incentives such as a 10% corporate tax rate in Special Economic Zones should ease the cost burden, yet relocation prerequisites temper uptake.

Other drivers and restraints analyzed in the detailed report include:

1. Manufacturing Re-shoring and China+1 Inflows
2. Digitalization (AI/TMS, IoT Visibility, Smart Warehousing)
3. Fuel-Price Volatility and Carbon-Pricing Exposure

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

Segment Analysis

Manufacturing accounted for 32.21% of 2025 revenue, anchored by electronics, automotive, and petrochemical clusters in the Eastern Seaboard. High-precision component flows require climate-controlled environments and expedited customs clearance, favoring operators with specialized capabilities. Wholesale and Retail Trade is projected to register the fastest 6.38% CAGR (2026-2031) as omnichannel retailers embrace nationwide fulfillment meshes. Extended cut-off times and same-day delivery windows are pushing demand for micro-fulfillment centers within 5 kilometers of urban shoppers.

Food processors and agribusinesses continue to rely on refrigerated truck lanes linking upcountry farms to Bangkok distribution hubs. Construction logistics remain buoyant thanks to metro rail and airport projects, though they exhibit cyclical demand spikes. The shift toward electric-vehicle assembly is spawning new inbound flows of battery packs and rare-earth magnets, bolstering the Thailand freight and logistics market size for specialized dangerous-goods handling.

Freight Transport contributed 61.12% of Thailand freight and logistics market share in 2025, reflecting sustained bulk cargo flows from industrial estates to ports and border gates. Strong infrastructure links between the Eastern Economic Corridor and Laem Chabang underpin this dominance. At the same time, burgeoning e-commerce demand is propelling CEP revenues, expected to post a 6.92% CAGR between 2026-2031. Traditional road freight firms are integrating real-time telematics and partnering with rail operators to offer quasi-intermodal services that cut transit costs by up to 12%.

Logistics providers are embedding warehouse management systems that feed shipment visibility to shippers, enabling predictive replenishment and smoothing seasonal peaks. As CEP networks densify, "white-glove" two-person deliveries for appliances and electronics are emerging as value-added niches. The government's Land Bridge concept aims to divert trans-Indo-Pacific container flows through southern seaports, which could further expand the Thailand freight and logistics market size for freight transport by mid-decade. In contrast, forwarders expect margin uplift in CEP as operators implement zone-based pricing and fuel surcharge mechanisms.

The Thailand Freight and Logistics Market Report is Segmented by End User Industry (Agriculture, Fishing, and Forestry, Construction, Manufacturing, Oil and Gas, Mining and Quarrying, Wholesale and Retail Trade, and Others) and by Logistics Function (Courier, Express, and Parcel (CEP), Freight Forwarding, Freight Transport, Warehousing and Storage, and Other Services). The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

1. A.P. Moller - Maersk
2. CMA CGM Group (Including CEVA Logistics)
3. DHL Group
4. DSV A/S (Including DB Schenker)
5. FedEx
6. Flash Express
7. J&T Express
8. JWD Group
9. Kuehne+Nagel
10. LEO Global Logistics Public Co., Ltd.
11. Nippon Express Holdings.
12. Profreight Group Co., Ltd.
13. SCG Logistics, Ltd.
14. SF Express (KEX-SF)
15. Sub Sri Thai Public Co., Ltd.
16. Thailand Post
17. Toyota Tsusho (Thailand) Co., Ltd.
18. Triple i Logistics Public Co., Ltd.
19. United Parcel Service of America, Inc. (UPS)
20. WICE Logistics Public Co., Ltd.

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 Trucking Operational Costs
• 4.12 Trucking Fleet Size by Type
• 4.13 Major Truck Suppliers
• 4.14 Logistics Performance
• 4.15 Modal Share
• 4.16 Maritime Fleet Load Carrying Capacity
• 4.17 Liner Shipping Connectivity
• 4.18 Port Calls and Performance
• 4.19 Freight Pricing Trends
• 4.20 Freight Tonnage Trends
• 4.21 Infrastructure
• 4.22 Regulatory Framework (Road and Rail)
• 4.23 Regulatory Framework (Sea and Air)
• 4.24 Value Chain and Distribution Channel Analysis
• 4.25 Market Drivers
  • 4.25.1 E-Commerce Boom and Last-Mile Delivery Acceleration
  • 4.25.2 Government Mega-Projects (EEC, 2025-26 Plan, Land Bridge)
  • 4.25.3 Manufacturing Re-Shoring and China+1 Inflows
  • 4.25.4 Digitalisation (AI/TMS, IoT Visibility, Smart Warehousing)
  • 4.25.5 Green-Logistics Mandates and Rail Electrification Push
  • 4.25.6 Cross-Border CLMV Trade and Trans-Asian Rail Link Uptake
• 4.26 Market Restraints
  • 4.26.1 Persistently High Logistics Cost (~13-14 % of GDP)
  • 4.26.2 Fuel-Price Volatility and Carbon-Pricing Exposure
  • 4.26.3 Parcel-Carrier Margin Squeeze by E-Commerce Platforms
  • 4.26.4 U.S. Tariff Risks on Thai Exports (Autos, Electronics)
• 4.27 Technology Innovations in the Market
• 4.28 Porter's Five Forces Analysis
  • 4.28.1 Threat of New Entrants
  • 4.28.2 Bargaining Power of Suppliers
  • 4.28.3 Bargaining Power of Buyers
  • 4.28.4 Threat of Substitutes
  • 4.28.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value, USD)

• 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 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 A.P. Moller - Maersk
  • 6.4.2 CMA CGM Group (Including CEVA Logistics)
  • 6.4.3 DHL Group
  • 6.4.4 DSV A/S (Including DB Schenker)
  • 6.4.5 FedEx
  • 6.4.6 Flash Express
  • 6.4.7 J&T Express
  • 6.4.8 JWD Group
  • 6.4.9 Kuehne+Nagel
  • 6.4.10 LEO Global Logistics Public Co., Ltd.
  • 6.4.11 Nippon Express Holdings.
  • 6.4.12 Profreight Group Co., Ltd.
  • 6.4.13 SCG Logistics, Ltd.
  • 6.4.14 SF Express (KEX-SF)
  • 6.4.15 Sub Sri Thai Public Co., Ltd.
  • 6.4.16 Thailand Post
  • 6.4.17 Toyota Tsusho (Thailand) Co., Ltd.
  • 6.4.18 Triple i Logistics Public Co., Ltd.
  • 6.4.19 United Parcel Service of America, Inc. (UPS)
  • 6.4.20 WICE Logistics Public Co., Ltd.

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment