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市场调查报告书
商品编码
1940818

东协跨境公路货运:市占率分析、产业趋势与统计、成长预测(2026-2031年)

ASEAN Cross Border Road Freight Transport - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)

出版日期: | 出版商: Mordor Intelligence | 英文 211 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2026 年,东协区域内跨境公路货运市场规模将达到 463.2 亿美元,高于 2025 年的 433 亿美元。

预计到 2031 年将达到 649.2 亿美元,2026 年至 2031 年的复合年增长率为 6.98%。

东协跨境公路货运市场-IMG1

预计到2030年,东协内部贸易额将达到8,000亿美元,因此,可预测的卡车运输能力日益受到关注。同时,东协单一窗口的推出已将平均边境通关时间缩短了4天,降低了货物落地成本,并提高了服务可靠性。借助东协海关过境系统(ACTS)的API基础设施,数位化货运平台正在减少空驶,并吸引寻求即时货物可视性的跨国托运人的注意。此外,製造业外商直接投资(FDI)向柬埔寨、寮国、缅甸和越南(CLMV)的重新配置,建立了新的零件运输走廊;印尼下游镍加工产业的快速成长也带来了稳定的危险品运输量,使认证承运商受益。然而,持续的司机短缺、新的燃油定价机制以及昆明万象铁路的竞争仍然是主要的挑战。

东协跨境公路货运市场趋势及洞察

东协电子商务的蓬勃发展推动了对时效性强的跨境卡车运输的需求。

小包裹运输的快速成长正推动市场朝向更小、更频繁的运输模式转变,这对传统的整车运输模式构成了挑战。同时,跨境运输可享有更高的定价。 2025年第二季度,J&T Express在东南亚处理了16.9亿件小包裹,年增65.9%。目前,每天有5400辆长途货车跨境运输。市场对隔日送达保证和支援API介面的货物状态更新的需求日益增长,推动了承运商采用远端资讯处理和动态路线规划工具。这种数位化整合促进了跨境快递服务的成长,缩短了运输时间,增强了采用平台经济标准的承运商的竞争优势。

《贸易便利化与贸易协定》(ACTS)及相关贸易便利化架构可减少边境延误。

东协海关清关系统(ACTS)是对合规流程的结构性改革,它透过单一电子担保简化了多边清关流程,并显着减少了纸本文件。新加坡、马来西亚和泰国之间的领先走廊已将货物停留时间从24小时缩短至少于6小时,从而提高了拖车周转率和资产回报率。新加坡计划于2025年对其车辆许可证流程进行升级,使道路运输单据与ACTS资料栏位保持一致,以支援无缝通行。经认证的经营者(AEO)快速通道进一步明确了有利于合规承运人的分级框架,提高了非正式驾驶人的准入门槛,并鼓励托运人过渡到使用经过审核的车辆。

长期存在的司机短缺和卡车车队老化问题正在推高营运成本。

区域工资差距和人口结构变化导致合格驾驶员供应紧张。在日本,透过特定技能签证计画接纳越南和印尼的驾驶员,一方面填补了国内驾驶员短缺,另一方面也进一步消耗了本地驾驶员资源。车辆老化导致停机时间增加,而马来西亚将于2024年取消柴油补贴,燃油价格波动加剧,驾驶不愿再投资。危险品和温控运输的认证要求也加剧了驾驶员短缺,并推高了这些特殊领域驾驶员的溢价。包括泰国对欧6排放标准卡车的税收减免在内的车队更新计划,在一定程度上缓解了驾驶员短缺的影响,但无法完全抵消即将到来的劳动力错配问题。

细分市场分析

到2025年,製造业将占东协跨境公路货运市场的33.78%,反映出电子、汽车和服装零件即时供应链的建立。中越、越泰等零件运输密集走廊的日常环线运输,支撑了较高的拖车运转率,并满足了大型第三方物流公司(3PL)的大量采购需求。 「中国+1」投资的涌入巩固了越南和柬埔寨作为组装中心的地位,提振了对跨境运输服务的需求。儘管批发零售业基数较小,但预计其增速将超过其他行业,在2026年至2031年间以8.08%的复合年增长率增长,这主要得益于B2C小包裹运输的快速增长,此类运输需要严格的组装时间表和频繁的发货。这两个趋势正在形成复杂的货物组合,迫使承运商对其车队进行多元化经营,从干货车到温控车,以确保在多个细分市场中获得利润。

印尼镍加工产业的蓬勃发展为石油天然气、采矿和采石丛集带来了结构性成长,也催生了对专门用于处理危险物品的卡车车队的需求。泰国和越南水产品低温运输的扩张增加了冷藏运输路线,而建筑材料则受益于与中国「一带一路」倡议相关的大规模公路和铁路计划。产业结构的转变表明,运输模式正从以大宗商品为主转向以高价值、时效性强的货物为主,从而获得更高的回报。这种转变推动了东协跨境公路货运市场的扩张,并凸显了车队更新和驾驶员技能提升的战略必要性。

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
  • 按经济活动分類的GDP分配
  • 按经济活动分類的GDP成长
  • 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
  • 物流绩效
  • 道路长度
  • 出口趋势
  • 进口趋势
  • 燃油价格趋势
  • 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
  • 公路货运量趋势
  • 公路货运费率趋势
  • 按交通方式分享
  • 通货膨胀
  • 法律规范
  • 价值炼和通路分析
  • 市场驱动因素
    • 东协电子商务的快速成长正在推动对时效性强的跨境卡车运输的需求。
    • 透过《东协贸易便利化协定》(ACTS)和其他东协贸易便利化框架减少边境延误时间
    • 快速的製造业外商直接投资转向柬埔寨、寮国、越南、缅甸(CLMV),并促进东协内部的零件分销。
    • 印尼电池镍出口走危险物品路线
    • 水产品和农产品低温运输的发展开启了新的温控运输路线
    • 使用 ACTS API 的数位货运平台显着降低了空服率
  • 市场限制
    • 长期存在的司机短缺和卡车车队老化问题正在推高营运成本。
    • 轴荷规定执行不力扰乱长途运输时刻表
    • 昆明-万像走廊和泛婆罗洲走廊改用铁路运输将减少长途道路运输的货运量。
    • 甲醇价格上涨威胁印尼B40生质柴油的成本优势。
  • 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

  • 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
  • 按国家/地区
    • 印尼
    • 马来西亚
    • 泰国
    • 越南
    • 其他东南亚国协

第六章 竞争情势

  • 市场集中度
  • 关键策略倡议公司
  • 市占率分析
  • 公司简介
    • "K"Line Logistics, Ltd.
    • Bintang Baru Forwarding Sdn. Bhd.
    • DHL Group
    • Dimerco
    • EWT Logistics
    • Gemadept
    • GEODIS
    • J&T Express
    • Kart Asia
    • Konoike Group(including Konoike Transport Co., Ltd.)
    • LOGISTEED, Ltd
    • Mitsui OSK Lines
    • Nippon Express Holdings
    • Overland Total Logistic Services(M)Sdn Bhd
    • Profreight Group
    • SF Express(KEX-SF)
    • SUMISHO GLOBAL LOGISTICS(THAILAND)CO., LTD.
    • Team Global Logistics Co., Ltd.
    • Tiong Nam Logistics Holdings Bhd
    • Yatfai

第七章 市场机会与未来展望

简介目录
Product Code: 92365

ASEAN cross border road freight transport market size in 2026 is estimated at USD 46.32 billion, growing from 2025 value of USD 43.3 billion with 2031 projections showing USD 64.92 billion, growing at 6.98% CAGR over 2026-2031.

ASEAN Cross Border Road Freight Transport - Market - IMG1

Rising intra-ASEAN trade, valued at USD 800 billion by 2030, is sharpening the focus on predictable trucking capacity, while the ASEAN Single Window continues to trim average border clearance by four days, lowering landed costs and elevating service reliability. Digital freight platforms tapping the ASEAN Customs Transit System (ACTS) API infrastructure reduce empty-mile rates and attract multinational shippers that require real-time shipment visibility. At the same time, manufacturing FDI reallocations toward Cambodia, Laos, Myanmar, and Vietnam (CLMV) anchor fresh component corridors, while Indonesia's downstream nickel-processing boom creates steady hazardous-goods volumes that reward certified carriers. Persistent driver shortages, new fuel-pricing regimes, and rail competition from the Kunming-Vientiane route remain the principal headwinds.

ASEAN Cross Border Road Freight Transport Market Trends and Insights

ASEAN E-Commerce Boom Fuels Time-Sensitive Cross-Border Truckload Demand

Soaring parcel volumes have moved the market toward smaller, higher-frequency shipments that challenge legacy full-truckload models yet unlock premium pricing for expedited cross-border lanes. J&T Express handled 1.69 billion parcels in Southeast Asia during Q2 2025, a 65.9% year-on-year rise, relying on 5,400 long-haul vehicles that now traverse multiple borders daily. Marketplaces increasingly insist on guaranteed next-day delivery windows and API-enabled status updates, prompting fleets to install telematics and dynamic routing tools. This digital integration supports growth in cross-border express services and compresses transit windows, heightening the competitive advantage of carriers that embrace platform economy standards.

ACTS and Allied Trade-Facilitation Frameworks Cut Border Dwell Time

The ASEAN Customs Transit System represents a structural change in compliance processing, providing a single electronic guarantee regime that simplifies multi-country clearances and slashes paperwork. Early-adopter corridors linking Singapore, Malaysia, and Thailand report dwell-time reductions from 24 hours to under six, producing higher trailer turns and improved asset yields. Singapore's 2025 upgrade of vehicle-permit procedures aligns road-haul documentation with ACTS data fields, underpinning seamless transfers. Authorized Economic Operator (AEO) fast-track lanes further demarcate a tiered framework that rewards compliant carriers, raising barriers for informal truckers and nudging shippers toward vetted fleets.

Chronic Driver Shortages and Ageing Truck Fleets Push Operating Costs Up

Regional wage gaps and demographic shifts squeeze the pool of qualified drivers, with Japan recruiting Vietnamese and Indonesian operators under its specified-skills visa to plug its own shortages, further draining local supply. Older vehicles require more downtime, and operators hesitate to reinvest amid fuel-price volatility following Malaysia's 2024 diesel subsidy removal. Certification requirements for hazardous and temperature-controlled haulage exacerbate scarcities, inflating driver premiums in these niches. Fleet renewal programs, including tax rebates in Thailand for Euro 6 trucks, partially soften the blow, yet cannot fully offset the immediate labor mismatch.

Other drivers and restraints analyzed in the detailed report include:

  1. Rapid Manufacturing FDI Shift to CLMV Drives Intra-ASEAN Component Flows
  2. Digital Freight Platforms Using ACTS Apis Slash Empty-Mile Rates
  3. Rail Modal Shift on Kunming-Vientiane and Pan-Borneo Corridors Cannibalizes Long-Haul Road Tonnage

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

Segment Analysis

Manufacturing contributed 33.78% to the ASEAN cross border road freight transport market share in 2025, reflecting entrenched just-in-time supply chains for electronics, automotive, and apparel components. Component-heavy corridors-such as China to Vietnam and Vietnam to Thailand-register daily loops that underpin elevated trailer utilization rates and sustain high-capacity purchases among large 3PLs. The influx of China-plus-one investment cements Vietnam and Cambodia as assembly hubs, inflating demand for cross-border shuttle runs feeding final-assembly lines. Wholesale and retail trade, although accounting for a smaller base, will outrun every other sector at an 8.08% CAGR between 2026-2031, propelled by surging B2C parcel flows that call for tight delivery windows and frequent dispatches. These twin patterns build a more complex freight mix that forces carriers to diversify equipment-from dry vans to temperature-controlled units-ensuring they capture value across multiple verticals.

The oil and gas, mining, and quarrying cluster receives a structural uplift from Indonesia's nickel-processing boom, which necessitates specialized truck fleets outfitted for hazardous materials. Cold-chain build-outs for fisheries in Thailand and Vietnam add reefer lanes, while construction materials benefit from large-scale road and rail projects entwined with China's Belt and Road initiatives. The sector mix signals a shift away from dominance by bulk commodities toward a balanced portfolio where high-value, time-critical loads command premium yields. This evolution underpins the ASEAN cross border road freight transport market size expansion trajectory, reinforcing the strategic imperative for fleet renewal and driver up-skilling.

The ASEAN Cross Border Road Freight Transport Market Report is Segmented by End User Industry (Agriculture, Fishing, and Forestry, Manufacturing, Construction, Oil and Gas, Mining and Quarrying, Wholesale and Retail Trade, and Others) and by Country (Indonesia, Malaysia, Thailand, Vietnam, and Rest of ASEAN). The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

  1. "K"Line Logistics, Ltd.
  2. Bintang Baru Forwarding Sdn. Bhd.
  3. DHL Group
  4. Dimerco
  5. EWT Logistics
  6. Gemadept
  7. GEODIS
  8. J&T Express
  9. Kart Asia
  10. Konoike Group (including Konoike Transport Co., Ltd.)
  11. LOGISTEED, Ltd
  12. Mitsui O.S.K. Lines
  13. Nippon Express Holdings
  14. Overland Total Logistic Services (M) Sdn Bhd
  15. Profreight Group
  16. SF Express (KEX-SF)
  17. SUMISHO GLOBAL LOGISTICS (THAILAND) CO., LTD.
  18. Team Global Logistics Co., Ltd.
  19. Tiong Nam Logistics Holdings Bhd
  20. Yatfai

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 GDP Distribution by Economic Activity
  • 4.3 GDP Growth by Economic Activity
  • 4.4 Economic Performance and Profile
    • 4.4.1 Trends in E-Commerce Industry
    • 4.4.2 Trends in Manufacturing Industry
  • 4.5 Transport and Storage Sector GDP
  • 4.6 Logistics Performance
  • 4.7 Length of Roads
  • 4.8 Export Trends
  • 4.9 Import Trends
  • 4.10 Fuel Pricing Trends
  • 4.11 Trucking Operational Costs
  • 4.12 Trucking Fleet Size by Type
  • 4.13 Major Truck Suppliers
  • 4.14 Road Freight Tonnage Trends
  • 4.15 Road Freight Pricing Trends
  • 4.16 Modal Share
  • 4.17 Inflation
  • 4.18 Regulatory Framework
  • 4.19 Value Chain and Distribution Channel Analysis
  • 4.20 Market Drivers
    • 4.20.1 ASEAN E-Commerce Boom Fuels Time-Sensitive Cross-Border Truckload Demand
    • 4.20.2 ACTS and Other ASEAN Trade-Facilitation Frameworks Cut Border Dwell Time
    • 4.20.3 Rapid Manufacturing FDI Shift to CLMV Drives Intra-ASEAN Component Flows
    • 4.20.4 Battery-Grade Nickel Exports from Indonesia Create Hazardous-Goods Trucking Corridors
    • 4.20.5 Cold-Chain Build-Out for Seafood and Produce Opens New Temperature-Controlled Lanes
    • 4.20.6 Digital Freight Platforms Using ACTS APIs Slash Empty-Mile Rates
  • 4.21 Market Restraints
    • 4.21.1 Chronic Driver Shortages and Ageing Truck Fleets Push Operating Costs Up
    • 4.21.2 Uneven Axle-Load Enforcement Disrupts Long-Haul Scheduling
    • 4.21.3 Rail Modal Shift on Kunming-Vientiane and Pan-Borneo Corridors Cannibalises Long-Haul Road Tonnage
    • 4.21.4 Methanol Price Spikes Jeopardise Indonesia's B40 Biodiesel Cost Advantage
  • 4.22 Technology Innovations in the Market
  • 4.23 Porter's Five Forces Analysis
    • 4.23.1 Threat of New Entrants
    • 4.23.2 Bargaining Power of Buyers
    • 4.23.3 Bargaining Power of Suppliers
    • 4.23.4 Threat of Substitutes
    • 4.23.5 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 Country
    • 5.2.1 Indonesia
    • 5.2.2 Malaysia
    • 5.2.3 Thailand
    • 5.2.4 Vietnam
    • 5.2.5 Rest of ASEAN

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 "K"Line Logistics, Ltd.
    • 6.4.2 Bintang Baru Forwarding Sdn. Bhd.
    • 6.4.3 DHL Group
    • 6.4.4 Dimerco
    • 6.4.5 EWT Logistics
    • 6.4.6 Gemadept
    • 6.4.7 GEODIS
    • 6.4.8 J&T Express
    • 6.4.9 Kart Asia
    • 6.4.10 Konoike Group (including Konoike Transport Co., Ltd.)
    • 6.4.11 LOGISTEED, Ltd
    • 6.4.12 Mitsui O.S.K. Lines
    • 6.4.13 Nippon Express Holdings
    • 6.4.14 Overland Total Logistic Services (M) Sdn Bhd
    • 6.4.15 Profreight Group
    • 6.4.16 SF Express (KEX-SF)
    • 6.4.17 SUMISHO GLOBAL LOGISTICS (THAILAND) CO., LTD.
    • 6.4.18 Team Global Logistics Co., Ltd.
    • 6.4.19 Tiong Nam Logistics Holdings Bhd
    • 6.4.20 Yatfai

7 Market Opportunities and Future Outlook

  • 7.1 White-Space and Unmet-Need Assessment