全球货物运输市场（2024年）

全球货运市场持续正常化，空运/海运服务需求仍疲软。

由于全球经济衰退、消费者行为变化以及供过于求带来的课题，2023年全球货运市场规模将实际收缩1.3%（以不变价格和汇率计算）。

该报告审视了全球货运市场，提供了区域空运/海运市场规模和预测、竞争格局分析以及货运代理的详细资料。

主要发现

• 2023年全球市场规模将萎缩1.3%，2024年小幅扩张。
• 截至2028年的五年内，全球货运市场整体的实际复合年增长率预计将达到3.3%。
• 一些货运代理的利润率面临越来越大的压力。
• 随着2023年市场恢復 "正常" ，利润和收入将恢復 "现实" 。
• 与其他地区相比，亚太地区经历了第三大市场萎缩，但仍是最大的地区。
• 2023 年所有主要运输公司的收入都将下降。

目录

第1章 物流情势调查（2024年）－空运/海运

• 贸易通道前景
• 空运/海运数量
• 数量回收
• 空运/海运垂直机会
• 投资重点领域
• 任务
• 数位货运平台
• 技术
• 海运价格竞争
• 碳排放交易体系
• 模态转变

第2章 轻资产货物运输技术

第3章 半导体供应链结构与物流

• 生长
• 半导体 "入境" 供应链
• 美国半导体生产与 "晶片法"
• 欧洲半导体生产
• 半导体供应链中的物流
• 贸易格局

第4章 全球货运市场规模及预测（2023-2028）

• 全球货运市场规模及成长
  • 全球货运市场规模及成长（2023年、2024年、2028年）
• 各地区表现概览
• 货运市场先进的市场开发
  • 需求和库存
• 货运市场规模与成长：按地区
  • 亚太地区
  • 欧洲
  • 中东/北非
  • 北美
  • 南美洲
  • 撒哈拉以南非洲

第5章 竞争格局-全球货运代理比较

• 全球顶级货运代理：按收入、市场占有率划分
• 全球顶尖航空货运公司：依收入分类
• 世界顶尖航空货运公司：以吨位划分
• 全球顶级海运代理：按收入、市场占有率划分
• 全球顶级海运承运人：以 TEU 计算
• 利润及利润率比较
• 垂直行业比较
• 营运商业务配置对比
• 扩张（併购）策略
• 货运跨部门併购活动
• 货运跨区域併购活动
• 技术战略
  • 运输管理系统（TMS）
  • 数位化
• 货运永续性比较
  • 比较永续发展努力和绩效
  • 比较目标
  • 效能比较

第6章 全球货运代理

• Bollore Logistics
• DB Schenker
• DHL GLOBAL FORWARDING, FREIGHT
• DSV A/S
• EXPEDITORS
• Kerry Logistics
• Kintetsu World Express
• KUEHNE + NAGEL
• NIPPON EXPRESS
• Sinotrans

The Global Freight Forwarding 2024 Report from Ti Insight shows that the global freight forwarding market continues to normalise, with demand for air and sea freight forwarding services remaining soft.

Challenges arising from a global economic downturn, shifts in consumer behaviour, and an oversupply surpassing demand have led the global freight forwarding market to contract by 1.3% in real terms (holding prices and exchange rates constant) in 2023.

Global Freight Forwarding 2024 contains unrivalled insight into the state of the freight forwarding market in 2024 and out to 2028. The report contains Ti's bespoke market size, growth rates, 5 year ahead forecasts and analysis of Ti's 2024 State of Logistics Forwarding survey.

Use the report to understand key growth trajectories and navigate subdued market conditions.

This report contains:

• Extensive analysis of Ti's State of Logistics Survey 2024 – Air & Sea Freight Forwarding
• Evaluation of Asset Light Freight Forwarding Technology
• The structure of the semiconductor supply chain and its logistics
• Global freight forwarding market size & forecasting 2023-2028 - split by region, air & sea freight
• Competitive landscape analysis - comparison of global forwarders
• In depth global freight forwarding provider profiles covering volumes, strategic outlook, finances and technologies.

Key Questions:

• How are regional markets performing in 2024?
• Which regions will grow the fastest out to 2028?
• What are the three most important challenges currently affecting the global freight forwarding industry?
• How is semiconductor demand impacting air freight growth?
• Will a return to normal market conditions result in the withdrawal of some freighter capacity?
• Who are the top freight forwarders by market share and revenues?
• Will conventional freight forwarders lose volume share to other parties?

Key Findings:

• Global market contracted 1.3% in 2023 and will expand slightly in 2024.
• Ti data shows that the total the global freight forwarding market will see a real CAGR of 3.3% over the five years to 2028.
• % of freight forwarders are experiencing increased pressure on margins.
• Profits and revenues fall 'back-to-earth' in 2023 as market returns to 'normal'.
• Asia Pacific experienced the third-largest market contraction compared to other regions, but remains the largest region.
• All of the top forwarders saw revenue declines in 2023.

TABLE OF CONTENTS

TABLE OF CONTENTS

TABLE OF FIGURES

1. State of Logistics Survey 2024 – Air and Sea Freight Forwarding

• 1.1 Trade Lane Prospects
• 1.2 Air and Sea Freight Volumes
• 1.3 Volume recovery
• 1.4 Vertical opportunities in air and sea freight
• 1.5 Investment focus areas
• 1.6 Challenges
• 1.7 Digital freight platforms
• 1.8 Technology
• 1.9 Price war in ocean freight?
• 1.10 ETS
• 1.11 Modal Shift

2. Asset Light Freight Forwarding Technology

3. The structure of the semiconductor supply chain and its logistics

• 3.1 Growth
• 3.2 Semiconductor 'inbound' supply chain
• 3.3 Semiconductor production in the US and the 'Chips Act'
• 3.4 Semiconductor production in Europe
• 3.5 Logistics in the semiconductor supply chain
• 3.6 Trade Patterns

4. Global freight forwarding market size & forecasting 2023-2028

• 4.1 Global Freight Forwarding Market Size & Growth
  • 4.1.1. Global Freight Forwarding Market Size & Growth 2023, 2024 (F) and 2028 (F)
• 4.2. Overview of regional performance
• 4.3 High-level market development in the Freight Forwarding Market
  • 4.3.1 Demand & Inventory
• 4.4 Freight Forwarding Market Size & Growth by Region
  • 4.4.1. Asia Pacific
  • 4.4.2. Europe
  • 4.4.3. Middle East & North Africa
  • 4.4.4. North America
  • 4.4.5. South America
  • 4.4.6. Sub-Saharan Africa

5. Competitive Landscape - Comparison of Global Freight Forwarders

• 5.1 Top Global Freight Forwarders by Revenue and Market Shares
• 5.2 Top Global Air Freight Forwarders by Revenue
• 5.3 Top Global Air Freight Forwarders by Tonnes
• 5.4 Top Global Sea Freight Forwarders by Revenue and Market Shares
• 5.5 Top Global Sea Freight Forwarders by TEUs
• 5.6 Profit and margins Comparison
• 5.7 Vertical Sectors Comparison
• 5.8 Forwarder Service Mix Comparison
• 5.9 Expansion (M&A) Strategy
• 5.9.1 Freight Forwarding M&A activity across sectors
• 5.9.2 Freight Forwarding M&A activity across regions
• 5.10 Technology Strategy
  • 5.10.1 Transport Management System (TMS)
  • 5.10.2 Digitalisation
• 5.11 Freight Forwarding Sustainability Comparison
  • 5.11.1 Comparison of Sustainability Initiatives and Performance
  • 5.11.2 Comparison of Targets
  • 5.11.3 Comparison of Performance

6. GLOBAL FREIGHT FORWARDING PROVIDERS

• 6.1 Bolloré Logistics
  • 6.1.1 Background
  • 6.1.2 Finances
  • 6.1.3 Air Freight Volumes
  • 6.1.4 Sea Freight Volumes
  • 6.1.5 Acquisition by CMA CGM
  • 6.1.6 Technology
  • 6.1.7 Sustainability
  • 6.1.8 Outlook
• 6.2 DB Schenker
  • 6.2.1 Background
  • 6.2.2 Finances
  • 6.2.3 Air Freight Volumes
  • 6.2.4 Partnerships
  • 6.2.5 Sea Freight Volumes
  • 6.2.6 Technology
  • 6.2.7 Sustainability
  • 6.2.8 Outlook
• 6.3 DHL GLOBAL FORWARDING, FREIGHT
  • 6.3.1 Background
  • 6.3.2 Finances
  • 6.3.3 Mergers and acquisitions
  • 6.3.4 Expansions
  • 6.3.5 Sustainability
  • 6.3.6 Technology
  • 6.3.7 Strategic Outlook
• 6.4 DSV A/S
  • 6.4.1 Background
  • 6.4.2 Finances
  • Air and Sea
  • 6.4.3 Volumes
  • 6.4.4 Technology
  • 6.4.5 Sustainability
  • 6.4.6 Strategic Outlook
• 6.5 EXPEDITORS
  • 6.5.1 Background
  • 6.5.2 Operations
  • 6.5.3 Finances
  • 6.5.4 Volumes
  • 6.5.5 Technology
  • 6.5.6 Outlook
  • 6.6 Kerry Logistics
  • 6.6.1 Strategic Background
  • 6.6.2 Finances
• 6.7 Kintetsu World Express
  • 6.7.1 Background
  • 6.7.2 Finances
  • 6.7.3 Operations
  • 6.7.4 Sustainability
  • 6.7.5 Outlook
• 6.8 KUEHNE + NAGEL
  • 6.8.1 Background
  • 6.8.2 Finances
  • 6.8.3 Technology
  • 6.8.4 Mergers and acquisitions
  • 6.8.5 Sustainability
  • 6.8.6 Strategic Outlook
• 6.9 NIPPON EXPRESS
  • 6.9.1 Background
  • 6.9.2 Finances
  • 6.9.3 Operations
  • 6.9.4 Partnerships and investments
  • 6.9.5 Mergers & Acquisitions
  • 6.9.6 Sustainability
  • 6.9.7 Strategic Outlook
• 6.10 Sinotrans
  • 6.10.1 Background
  • 6.10.2 Finances
  • 6.10.3 Volumes
  • 6.10.4 Operations
  • 6.10.5 Technology
  • 6.10.6 Sustainability
  • 6.10.7 Strategic Outlook