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市場調查報告書

印度的物流產業的策略性分析

Strategic Insight on the Indian Logistics Industry

出版商 Frost & Sullivan 商品編碼 359810
出版日期 內容資訊 英文 63 Pages
商品交期: 最快1-2個工作天內
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印度的物流產業的策略性分析 Strategic Insight on the Indian Logistics Industry
出版日期: 2016年05月25日 內容資訊: 英文 63 Pages
簡介

印度的物流產業現在面臨了貧乏的運輸·通訊基礎設施和市場細分化,複雜的稅制等課題。但今後由於經濟改革和締結了FTA (自由貿易協定) ,改善運輸基礎設施等因素,相信將帶給物流·服務供應商 (以下LSP) 很大的成長機會。印度政府積極的基礎設施投資和支援政策,電子商務的發達等,一般認為也有助於市場的成長,印度的物流產業年複合成長率 (CAGR),推算從2010年到2015年以9.7%,預計2016年到2020年將以8.6%的速度成長。

本報告提供印度國內的物流產業現狀與今後發展預測相關分析,提供您全球及印度國內的經濟形勢,其對趨勢的物流產業帶來的影響,國內的物流產業概況·結構,目前貨物運輸·處理能力與今後的預測,主要的成長促進·阻礙因素,今後的成長機會等調查評估。

摘要整理

全球產業趨勢·課題概要

  • 全球地緣政治學·經濟·金融方面的發展與課題
  • 全球石油供給量/需求數量的過與不足
  • 原油的減產:OPEC的突然減產
  • 全球GDP成長率:景氣的不可見度妨礙了市場的成長

印度經濟趨勢

  • 到2020年前的GDP成長率約4%
  • 「Make in India」:製造業的再生和物流基礎設施的建立
  • 印度國內的主要產業叢集
  • 工業產品·零件佔出口額的50%以上
  • 亞洲各國的貿易項目大部分是工業產品
  • 印度貿易額上的南亞各國佔有率,停留在約3%
  • 亞洲·歐洲·美國:現在也是主要的外銷處
  • 對外貿易促進政策 (2015-2020)
  • 伴隨貧乏的運輸基礎設施,改善物流用基礎設施的機會
  • 經濟改革·基礎設施改善,為LSP帶來成長機會的可能性
  • 透過物流·基礎設施的改善,擴大印度國內潛在的船舶運輸功能的可能性
  • 物流產業的宏性推動因素:開發計劃,貿易,基礎設施投資維繫成長率

印度的物流產業概要

  • 建設業和貿易部門:服務行業的成長促進材料
  • 印度經濟的概要與物流產業市場佔有率
  • 主要產業的物流部門的支出額
  • 運輸業·物流產業的市場規模

印度國內的貨物運輸活動

  • 印度海運的發達:海運數量的整體趨勢
  • 印度海運的發達:主要港口的海運數量
  • 印度海運的發達:主要港口的處理數量佔有率
  • 港口開發措施:預定在2025年前新設置·擴張14億噸份的處理能力
  • 印度的道路貨物運輸:緩和交通計劃的混亂·改善效率
  • 印度的航空貨物運輸:預測航空貨物將成為基礎設施產業的主幹
  • 貨物運輸的發達:處理能力的限制,妨礙了國內航空貨物產業的成長
  • 主要的實現要素與課題
  • 運輸·物流市場規模與其預測

左右印度的物流產業的主要趨勢

  • 經濟趨勢:對外貿易和直接投資 (FDA)
  • 由於引進物品服務稅 (GST) ,有可能改變輕工業·消費品產業的物流網
  • 電子商務熱潮促進倉庫需求和e物流·解決方案
  • 客戶趨勢:物流比較分析與終端用戶的偏好分析
  • 物流產業趨勢的影響度:順暢的「taking off」之恰當條件

印度物流產業的成長機會預測

  • LSP:透過資產投資獲得改革性成果
  • 貨物運輸專用鐵路 (Dedicated Freight Corridors):促進鐵路貨物運輸的模式轉換
  • 「Make in India」為LSP帶來巨大的成長機會
  • 國內·國際貨物運輸用多模態·物流·基礎設施的整合趨勢
  • 已備好「taking off」的物流產業
  • 法律上的免責聲明

附錄

關於Frost&Sullivan

目錄
Product Code: 9AB2-00-54-00-00

Reforms and Modernization of Transportation Infrastructure will Open Up Growth Opportunities for Service Providers

The Indian logistics industry is fragmented and under developed. Logistics costs are relatively high due to poor physical and communication infrastructure; high dwell time at ports; low levels of containerization; and a multi-layered tax system contributing to significant delays at border crossing points. Development of transportation and logistics-related infrastructure such as dedicated freight corridors, logistics parks, free trade warehousing zones, and container freight stations are expected to improve efficiency. Government reform initiatives, promotion of manufacturing and trade, improving investment climate are expected to transform the industry and drive growth between 2016 and 2020.

Economic reforms, trade cooperation, improved transportation infrastructure, and industrial growth is ushering in increasing opportunities for the logistics service providers (LSPs) in India. Presently, the Indian logistics industry is witnessing development and expansion of its existing infrastructure, emergence of e-commerce specific logistics solutions, has a strong focus on manufacturing, but also has a large presence of unorganized service providers.

Indian Logistics Industry is expected to grow at a CAGR of 8.6 percent between 2015 and 2020, which grew at a CAGR of 9.7 percent during 2010-2015. Transportation and Communication accounted for 7.0 percent of the nation's GDP in 2015, accounting for around US $130.44 billion. The key drivers of this growth are infrastructure investment associated with ports, airports, and other logistics development plans, domestic demand growth and increasing trade.

Key trends observed in the Indian logistics industry are:

  • 1. Government initiatives to promote the manufacturing sector and exports are likely to increase the demand for logistics functions. Trade with Asia, Europe, and North America are likely to remain major drivers for freight forwarding and transportation companies in the region.
  • 2. Major investments by both public and private sectors in the last five years on infrastructure, technology upgrades and expansion of sea and airport facilities, and dedicated logistics corridor in the rail network are expected to strengthen the Indian logistics infrastructure.
  • 3. The booming e-commerce market in India is bringing in new opportunities for LSPs. The evolving business model(s) in this space focuses on containing logistics and delivery costs.
  • 4. The expected implementation of nationwide uniform GST is likely to transform the distribution structure of majority of industries as it eliminates the need for dedicated warehouses for each individual administrative region.

The industry outlook highlighted India's trade scenario and its contribution to the logistics industry, with details on port traffic, sea, air and road freight. India's exports are primarily driven by manufacturing products, fuel, minerals and agriculture products. The Government of India's Foreign Trade Policy (2015-2020) aims to increase the value of trade to US $900 billion by 2020, by aligning with Government initiatives such as Make in India, Digital India, and Skills India to promote exports growth. Asia leads the share of trade for India, while America and Europe are the other key regions. Exports to Asia, Europe, and America accounted 88 percent of the total exports in 2014.

Sea freight in India is a major contributor to the freight movement as more than 70.0 percent of the international trade is through sea ports. It is expected to grow by 5.7 percent driven by the demand from Asia, Europe, and Africa. Major ports contributed 55.0 percent of the total sea freight and the capacity will expand as three additional ports are planned in West Bengal, Maharashtra, and Tamil Nadu. Containerised cargo tonnage is likely to cross 123 million ton in 2016 and is likely to grow by 4 percent driven by port modernization and expansion plans.

Port traffic in major Indian ports has grown by 1.8 percent between 2010 and 2015. But there has been uneven growth with ports located in the Western Coast and Gujarat witnessing consistent growth due to port privatization and industrial growth (Kandla has the highest share of port traffic - more than 15 percent). The infrastructure challenges at Indian ports include limited capacity, pre-berthing delays, longer ship turnaround time, inadequate draft etc.

Share of road transport in total freight volume has been increasing in recent years. The road freight volume in India is forecasted to be 2211.24 billion freight tonne kilometre growing at 4.7 percent. As per the Government target, additional 50,000 km of national highways is expected to be added by 2020. The Ministry of Road Transport and Highways plans to award close to 5,000 km to private companies during the 2016-17 period which is worth approximately $7.69 billion.

Frost & Sullivan analysis finds that the logistics industry is expected to increase by over 8 percent during the forecast period.The factors that can drive this growth include, high costs of maintaining in-house logistic activities, rising complexity in supply chains due to growth in global sourcing and distribution practices, increasing orientation of manufacturing industries to focus on core competencies, and growth in online retailing. Along with the growth drivers, improving weak infrastructure connectivity and distribution networks, developing specialty storage facilities, bringing in uniform regulations and removal of administrative hurdles to prevent loss of time to deliver across borders is required to achieve the desired results.

Table of Contents

1. STRATEGIC INSIGHT ON THE INDIAN LOGISTICS INDUSTRY

Executive Summary

  • Key Findings
  • Key Findings (continued)
  • Key Findings (continued)

Overview of Global Trends and Issues

  • Global Trends-Geopolitical, Economic, and Financial Developments and Issues
  • Global Oil Supply and Demand Imbalance
  • Crude Oil Outages-Unplanned Outages by the OPEC
  • Global GDP Growth-Economic Uncertainties to Continue to Hamper Global Growth

India-Economic Trends

  • India Set to Represent about 4% of Global GDP by 2020
  • “Make in India” to Revive Manufacturing and Improve Logistics Infrastructure
  • Major Industrial Clusters in India
  • Manufacturing Products Comprise of More than 50% Exports
  • Asian Trade Dominated by Manufacturing Goods
  • South Asian Countries Accounted for about 3% of India's Trade
  • Asia, Europe, and America Remain Key Destinations for Exports
  • Foreign Trade Policy (2015-2020) to Support Trade Growth
  • Opportunity to Improve Logistics Efficiency Due to Poor Transportation Infrastructure
  • Economic Reforms and Improving Infrastructure Likely to Provide Opportunities for LSPs
  • India Can Increase its Transshipment Potential by Improving Logistics Infrastructure
  • Macro Drivers of Logistics-Development Plans, Trade, and Infrastructure Investment to Support Growth

Overview of the Indian Logistics Industry

  • Services Sector Growth Will Be Driven by Construction and Robust Trade Sectors
  • Overview of Indian Economy and Share of Logistics Sector
  • Logistics Expenditure in Key Industries
  • Transportation and Logistics Industry Size

Freight Activity in India

  • Sea Freight Development in India-Total Port Traffic Trends
  • Sea Freight Development in India-Traffic at Major Ports
  • Sea Freight Development in India-Contribution of Major Ports
  • Port Development Initiatives-New Capacity Expansion is Estimated at 1400 MMT by 2025
  • Road Freight in India-Transportation Projects to Ease Congestion and Improve Efficiency
  • Air Freight in India-Air Cargo Sector Likely to Receive Infrastructure Status
  • Air Freight Development-Capacity Constraints Hampers International Air Cargo Growth
  • Key Enablers and Challenges
  • Transportation and Logistics Industry Size Projection

Key Trends Affecting the Indian Logistics Industry

  • Economic Trends-External Trade and Foreign Direct Investment
  • GST Likely to Alter Logistics Network of Light and Consumer-based Industries
  • eCommerce Boom Likely to Drive Warehousing Demand and eLogistics Solutions
  • Customer Trend-Logistics Benchmarking and Analysis of End-user Preferences
  • Impact of Logistics Industry Trends-Conditions Favorable for Smooth Takeoff

Outlook and Growth Opportunities for the Indian Logistics Industry

  • LSPs Can Invest in Assets to Reap the Benefits of Reform
  • Dedicated Freight Corridors to Lead Modal Shift toward Rail Freight
  • “Make in India” Opens up Diverse Growth Opportunities for Logistics Service Providers
  • Moving toward Integration of Multi-modal Logistics Infrastructure to Deliver Freight within and across Borders
  • Logistics Industry Ready to Take Off
  • Legal Disclaimer

Appendix

  • Logistics Services Segmentation
  • Logistics Industry Titles

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