全球電子商務物流行業(yè)市場前景及投資研究報告-培訓課件外文版2024.4

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01OverviewGlobalparcelshippingvolumebetween2013and2027(inbillionparcels)*Parcelshippingvolumeworldwide2013-202730025625020015010050236217200185161159131.2103.2201987.5746351433602013201420152016201720182020202120222023*2024*2025*2026*2027*3Description:In2022,globalparcelshippingvolumeamountedtoover161billionparcels.Inlessthansixyears,thisvolumeisexpectedtoreach256billionparcelsshippedin2027,atacompoundannualgrowthrateof59percent.

ReadmoreNote(s):Worldwide;2013to2022Source(s):PitneyBowes;Globalparcelshippingvolumein2022,byselectedcountry(inmillionparcels)*Parcelshippingvolumeworldwidebycountry2022Volumeinmillionparcelsshipped40,000

60,000020,00080,000100,000120,000111,000ChinaU.S.21,200Japan9,1005,100UnitedKingdomGermanyIndia4,2003,200France1,700Italy1,5001,5001,3001,100BrazilCanadaAustraliaSweden

202Norway

1204Description:In2022,theparcelshippingvolumeinChinareached111billionparcels,makingroughly73.5percentofthetotalglobalparcelshippingvolume.Inthatyear,theglobalparcelshippingvolumeamountedtoover161billionparcelsshipped,upfrom43billionparcelsshipmentin2014.ReadmoreNote(s):Worldwide;2022;*Parcelsthatwereshippedfrombusiness-to-business,business-to-consumer,consumer-to-businessandconsumerconsignedshipmentswithaweightupto31.5kg(70pounds)across13countriesweremeasured.

ReadmoreSource(s):PitneyBowesParcelshippingvolumeintheUnitedStatesfrom2016to2022(inbillionparcels)ParcelshippingvolumeintheU.S.2016-2022252021.621.220.3151513.211.911105020162017201820192020202120225Description:In2022,parcelshippingvolumeintheUnitedStates(U.S.)reached21.2billionparcels.Thisrepresentsalmostatwopercentdecreasecomparedto2021whentheparcelshippingvolumerecordedthehighestinthelastsevenyears.

ReadmoreNote(s):UnitedStates;2016to2022Source(s):PitneyBowesAnnualvolumeofpackagesshippedintheUnitedKingdom(UK)from2013to2023(inmillions)NumberofpackagessentintheUnitedKingdom(UK)2013-20234,5004,0003,5003,0002,5004,1713,8103,6282,8232,6142,3652,1451,9912,0001,5001,0005001,7521,77102013-142014-152015-162016-172017-182018-192019-202020-212021-222022-236Description:ThenumberofpackagessentintheUnitedKingdomhasincreasedexponentiallybetween2013and2023.Approximately3.6billionparcelsweresentinthe2022/2023fiscalyear.Thiswasaslightdecreaseofover182millionparcelsrelativetothepreviousyear.ReadmoreNote(s):UnitedKingdom;2013to2023;financialyearstartsApril1andendsMarch31ofeachyear.Source(s):OfcomCHAPTER

02WarehousingandfulfillmentMaintypesoforderfulfilmentinthird-party-logistics(3PL)warehousesin2023Typesoforderfulfilmentin3PLwarehouses202390%78%80%70%60%50%40%30%20%10%0%65%60%47%36%27%B2BE-commerceB2CDropShippingFulfilmentbyAmazonOmnichannel8Description:In2023,nearly80percentofprofessionalsresponsibleforthird-partylogistics(3PL)warehousesstatedtheirorderswereaddressedtoothercompanies,sothatB2Bmadeupbyfarthelargesttypeoforderfulfillment.In65percentofcases,fulfilmentinvolvede-commerceorders,while36percentofexecutivesmentionedAmazon'slogisticsservice(FBA).ReadmoreNote(s):Worldwide;August1to21,2023;242respondents;ownersorexecutivesinwarehousemanagementoroperationsSource(s):ExtensivAverageorderfulfilmenttimeinthird-party-logistics(3PL)warehousesin2023Averageorderfulfilmenttimein3PLwarehouses202335%29%30%25%20%15%10%5%25%17%13%9%7%0%Lessthan30minutes30to60minutes60to90minutes90minutesto3hoursTiming3hours-OnedayOneormoredays9Description:In2023,nearly30percentofprofessionalsworkinginthird-partylogistics(3PL)warehousesassessedtheaverageorderfulfilmenttimingatlessthan30minutes.One-fourthofthesurveyedrespondentsreportedthatordersgotfulfilledin30to60minutesinthewarehousestheywereresponsiblefor.ReadmoreNote(s):Worldwide;August1to21,2023;242respondents;ownersorexecutivesinwarehousemanagementoroperationsSource(s):ExtensivNumberofwarehouseautomationcompaniesworldwidein2023,bysegmentNumberofwarehouseautomationcompaniesworldwide2023,bysegmentNumberofcompanies050100150200250AGV/AMRMaterialhandlingsolutionprovidersASRS/Storage2059582WarehousemanagementsystemsLastmiledelivery5048NavigationandroboticssoftwareMachinevision,imaging,andwirelesstech3PL-3rdpartylogistics3635323028282622RoboticscomponentsAutomaticidentificationanddatacaptireBatteryandcharginginfraPiecepickingrobotsMicro-fulfillment10Description:TheAGV/AMRsegment,whichincludesthedevelopmentofautomatedguidedvehiclesandautonomousmobilerobots,isthelargestsegmentinthewarehouseautomationmarket.Atotalof205companiesoperatedwithinthissegmentinthebeginningof2023.Materialhandlingsolutionsandautomatedstorageandretrievalsystems(ASRS/Storage)wereotherlargesegments,withatotalof95and82companies.

ReadmoreNote(s):Worldwide;2023Source(s):LogisticsIQDistributionofunitssoldonAmazonin2023,byfulfillmentmodelandcountryDistributionofunitssoldonAmazon2023,byfulfillmentmodelandcountryFulfillmentbyAmazon(2P)Retail(1P)Other3P60%50%40%30%20%10%0%56%49%48%46%46%43%40%39%39%37%36%36%36%34%23%18%17%17%16%15%9%GermanyUKFranceSpainBelgiumAustriaIreland11Description:ThefulfillmentserviceprovidedbyAmazon(FBA)accountsforthelargestpartofproductssoldonthemarketplaceinEurope.In2023,56percentofgoodssoldinIrelandwerepackaged,delivered,andentirelymanagedbyAmazon'sfulfillmentservice.TheUKfollowedintherankingwith49percent.Fortheremainingshareofproducts,orderfulfillmentofallAmazon'smarketplacesreliedonthird-partyprovidersoflogisticsservicesorthefirst-partyretailerbusinessmodel.

ReadmoreNote(s):Europe;2023Source(s):FoxintelligenceE-commerceshareoftotalbig-boxindustrialpropertyleasedinNorthAmericain2022,bymarketE-commercebig-boxindustrialpropertyleasedinNorthAmerica2022,bymarketShareofspaceleased0%2%4%6%8%10%12%14%16%18%20%22%KansasCity19.2%Mephis18.9%InlandEmpire15.9%Louisville13%Northern/CentralNewJersey11.6%CentralFlorida9.7%PhoenixMexicoCity9.3%8.9%Houston7.6%Savannah7.4%BaltimoreSouthernNewJersey/EasternPennsylvaniaChicago5.1%4.6%4.3%12Description:KansasCityisakeylogisticshubfore-commercepureplayersinNorthAmerica.In2022,e-commercecomprised19.2percentofthebigboxindustrialpropertyspaceleasedinthecity.Memphisfollowedintherankingwithe-commercecompaniesoccupyingashareof18.9percentofnewleasesandrenewals.ReadmoreNote(s):NorthAmerica;2022;Includesnewleasesandrenewals200,000squarefeetandabove.Source(s):CBREGroupShareofe-commercefulfillmentcostsintheUnitedStatesin2023Distributionshareofe-commercefulfillmentcostsintheU.S.2023Shareofcosts0%10%20%30%40%50%60%70%80%90%100%ShippingProducthandling87.9%5.4%Otherhandling(wrappingpaper)4.3%Otherfulfilmentexpenses(warehousemanagement)2.5%13Description:Shippingisthelion'sshareofe-commercefulfilmentcostsintheUnitedStates.Astudyfrom2023revealedthat88percentofallocatedcostswereduetoshippingservices.Producthandlingdidnotgoovertenpercent,includingthecostsofwrappingpaper.ReadmoreNote(s):UnitedStates;2023Source(s):BeProfitFulfillmentbestpracticestoimproveorder-processingspeedintheUnitedStatesin2023Bestpracticestoimproveorder-processingspeedintheU.S.202360%54%53%50%47%50%40%30%20%10%0%43%40%34%11%14Description:Companiesoperatingine-commerceoromnichannelfulfillmentarerequiredtoprocessordersquickly.A2023studycarriedoutintheU.S.indicatedthat54percentoftopexecutivesareusingneworenhancedfulfillmentprocessesinordertoimproveorder-processingspeed.Another47percentofthemoptimizedtheentirewarehouselayout,whilepickstrategieschangedin50percentofcases.

ReadmoreNote(s):UnitedStates;2023;150topexecutives*;*Retailers,manufacturers,andecommercecompaniesinvolvedinecommerceoromnichannelfulfillment.ReadmoreSource(s):RetailDive;SaddleCreekWarehousemanagementmodelsine-commercecompaniesinItalyin2023Warehousemanagementine-commercecompaniesinItaly2023Shareofrespondents20%

30%0%10%40%50%60%70%Company'sproprietarysystemManagedbythemarketplaceDropshipping62%18%9%9%Inchargeofthirdparties(partners)Other1%15Description:MostItaliane-commerceplayersusetheirownwarehousemanagementsystems,asurveyfrom2023revealed.Digitalmarketplacesmanagedretailers'fulfillmentcentersin18percentofcases,whileonlyninepercentofprofessionalsreportedhavingadopteddropshippingmodels.ReadmoreNote(s):Italy;JanuarytoMarch2023;226Italiane-commercecompaniesSource(s):CasaleggioAssociatiCHAPTER

03ShippingAverageshippingcostperorderintheUnitedStatesin2023,bycategory(inU.S.dollars)AverageshippingcostperorderintheU.S.2023,bycategoryShareofcosts0%2%4%6%8%10%12%ElectronicsClothingandfashionJewelryandaccessoriesHomeandgarden10.6%10.36%8.76%7%Healthandbeauty6.03%17Description:Thesmallsizeofhealthandbeautyproductsensuresrelativelylowshippingcosts,aU.S.studyfrom2023showed.WithabitmorethansixU.S.dollars,productsofthiscategoryhadthelowestaverageshippingcostperorder.Inturn,consumerelectronicshadthehighestvaluewith10.6U.S.dollars.ReadmoreNote(s):UnitedStates;2023Source(s):BeProfitAverageprofitmarginfromshippingintheUnitedStatesin2023,bycategory(inU.S.dollars)AverageprofitmarginfromshippingintheU.S.2023,bycategoryAverageprofitmargin30%0%10%20%40%50%60%70%ClothingandfashionHealthandbeautyElectronics65.8%64.9%63.7%JewelryandaccessoriesHomeandgarden62%61.5%18Description:Thefashionindustryhasthehighestprofitabilityonshippedorders.In2023,theaverageprofitmarginforclothingandfashionordersamountedto65.8percent,whilethehealthandbeautysegmentfollowedwith64.9percent.

ReadmoreNote(s):UnitedStates;2023;marketingandoperationalexpenditurenotincludedSource(s):BeProfitAveragedeliverycostperonlineorderinBrazilfrom2019to2022(inBrazilianreals)AverageshippingcostperonlinepurchaseinBrazil2019-2022302524.5424.3322.6422.4420151050201920202021202219Description:TheaveragedeliverycostinBrazilreached24.5Brazilianrealsperonlineorderin2022.Thisisthehighestvaluesince2019,whenitstoodat22.6reals.Figuresexcludeonlinepurchaseswithfreedelivery.

ReadmoreNote(s):Brazil;2019to2022;excludingfree-deliveryordersSource(s):.br;NeoTrustLeadingcouriercarriersinNorthAmericain2022,basedonrevenue(inmillionU.S.dollars)LeadingcouriercarriersinNorthAmericabasedonrevenue2022RevenueinmillionU.S.dollars30,000

40,000010,00020,00050,00060,00070,00080,00077,97790,000FedExUnitedParcelServicePurolator64,2092,8001,662498.97OnTracInc.*TFIInternationalSpee-DeeDeliverySystem*

164.5Fastfrate*

95CanadaCartageSystem*7Day&Ross

5.7520Description:In2022,theFedExCorporationrankedastheleadingNorthAmericancouriercarrierwitharevenueofalmost78billionU.S.dollars.UPSrankedsecondwitharevenueofover64billionU.S.dollarsthatyear.

ReadmoreNote(s):NorthAmerica;2022Source(s):DDCFPO;EFS;SJConsultingGroup;TransportTopicsLeadingshippingcarriersusedononlinestoresasofFebruary2024Topshippingcarriersone-commercesites2024Numberofonlinestores0100,000200,000300,000400,000500,000506,138600,000USPSUPS455,731Fedex234,893CorreiosRoyalMailAustraliaPostCanadaPostCorreosDHL108,65796,92161,91736,87835,21024,13313,431InPost21Description:AsofFebruary2024,USPSwasthemostusedshippingcarrierbyonlinestoresaroundtheworld,withover506,000storesusingtheirservices.UPSandFedexfollowedonthelist,with455,731and234,893storesrespectively.Eachoftheabove-mentionedshippingcarriersarebasedintheUnitedStates.ReadmoreNote(s):Worldwide;asofFebruary2024Source(s):StoreLeadsLeadingshippingcarriersusedbyShopifystoresasofFebruary2024TopshippingcarriersusedbyShopifystores2024Numberofonlinestores020,00040,00060,00080,000100,000120,000140,000160,000148,673USPSUPS101,628Fedex67,894RoyalMailCorreiosAustraliaPostCanadaPostDHL34,05420,92627,99617,3438,5165,6453,885CorreosPostNord22Description:AsofFebruary2024,USPSwasthemostusedshippingcarrierbyShopifyonlinestoresaroundtheworld,withnearly149,000storesusingtheirservices.UPSandFedexfollowedonthelist,with101,628and67,894storesrespectively.Eachoftheabove-mentionedshippingcarriersarebasedintheUnitedStates.ReadmoreNote(s):Worldwide;asofFebruary2024Source(s):StoreLeadsShareofe-commercemanagersplanningtoinvestinlogisticandshippingservicesinItalyin2023Foreseene-commerceinvestmentinlogisticandshippingservicesinItaly202350%45%40%35%45%30%25%20%15%10%5%28%20%7%0%HighinvestmentNewinvestmentOrdinarymanagementinvestmentNoinvestment23Description:E-commercemanagersinItalyshedlightintotheirinvestmentplansonlogisticsandshippingservicesin2023.Themajorityofrespondents,around45percent,wereplanningoninvestingtheordinarymanagementinvestment.Around20percentshowednointerestofinvestmentsintotheservices,whilearoundsevenpercentareplanninghighinvestmentsintotheirshippingservices.ReadmoreNote(s):Italy;2023Source(s):CasaleggioAssociatiShareofe-commercemanagerssatisfiedwithlogisticsandshippingservicesinItalyin2023Levelofsatisfactionwithe-commercelogisticsandshippingservicesinItaly202350%45%40%35%30%25%20%15%10%5%43%29%13%11%4%0%CompletelysatisfactorySatisfactoryNeithersatisfactorynorunsatisfactoryUnsatisfactoryCompletelyunsatisfactory24Description:Logisticsandshippingservicesareanintegralpartofe-commercebusinessesworldwide.InItaly,managersofe-commercecompaniesgavetheirinsightsintohowsatisfiedtheyarewithshippingservicesin2023.Themajority,morethan40percent,weresatisfiedwiththeservicesandlogistics,whilealmost30percentwereneutralintheiropinion.Onlyslightlymorethantenpercentwerecompletelysatisfied.ReadmoreNote(s):Italy;2023Source(s):CasaleggioAssociatiCHAPTER

04DeliveryandreturnsShareoflast-miledeliverycostsoutoftotalshippingcostsin2018and2023Lastmileshareoftotalshippingcosts2018-202360%50%53%41%40%30%20%10%0%2018202326Description:Withthee-commerceindustrythriving,thecostsoflast-miledeliveryhavebecomeatruechallengeforcompanies.Accordingtoaworldwidestudy,between2018and2023,theshareoflast-miledeliveryoutoftotalshippingcostswentfrom41percentto53percent.ReadmoreNote(s):Worldwide;2023Source(s):Cascadia;RyderAveragedeliverytimelineofcross-borderonlinepurchasesin2023Averagedeliveryspeedofcross-borderpurchases202320%18%16%14%12%10%8%19%18%16%14%13%10%6%4%4%3%2%1%0%SamedayNextday2-3days4-5days6-7days8-9days10-14days15-29days30ormoredays27Description:Onlyonepercentofallcross-borderonlineordersaroundtheworldarriveonthesamedayofpurchase,accordingtoasurveyofglobalshoppersconductedinSeptember2023in41countries.Almosthalfofbuyers(atotalof48percentofrespondents)reportedreceivingtheirordersfromabroadbetweentwoandsevendaysafterpurchase.ReadmoreNote(s):Worldwide;September2023;32,510respondentsin41countriesSource(s):Dynata;IPCStandardtimeframesofonlinedeliveryinEuropeandNorthAmericain2023StandardtimeframesofonlinedeliveryinEuropeandNorthAmerica2023EuropeNorthAmerica48%60%50%40%30%20%10%0%44%29%22%19%15%12%7%5%1%Sameday/nextday2days3-4days5-7daysMorethan7days28Description:AstudycomparingdeliverytimeframesinEuropeandNorthAmericashowedthat12percentofonlinemerchantsoperatinginEuropeofferedsameornextdaydelivery,whileonlysevenpercentofonlineretailersoperatinginNorthAmericadidthesame.Likewise,deliveryintwodayswasmorecommoninEurope(29percent)thaninNorthAmerica(19percent).ReadmoreNote(s):NorthAmerica,Europe;November2023;800onlinesellers*;*SellersacrosstheUK,U.S.,Canada,Australia,Germany,France,Italy,andSpain.

ReadmoreSource(s):Auctane;MetaPack;RetailEconomicsMostimportantfactorsinthedeliveryexperienceaccordingtoonlinemerchantsin2023Mostimportantfactorsinthedeliveryexperienceaccordingtoonlinemerchants202350%45%45%40%35%30%25%20%15%10%5%27%13%11%2%2%0%CostofdeliverySpeedofdeliveryConvenienceofthedeliveryFlexiblereturnsDeliverytrackingandvisibilityCarboonfootprintofdelivery29Description:Deliverycostsaffectthedeliveryexperience,accordingto45percentofonlinemerchantsansweringasurveyinNovember2023.Thetimefactorwasrelevantfor27percentofrespondents,whileonlytwopercentofmerchantsgaveimportancetothereturnprocessofonlineorders.ReadmoreNote(s):Worldwide;November2023;800onlinesellers*;*SellersacrosstheUK,U.S.,Canada,Australia,Germany,France,Italy,andSpain.ReadmoreSource(s):Auctane;MetaPack;RetailEconomicsFrequencyofdeliveryupdatesamongonlinemerchantsin2023Frequencyofdeliveryupdatesamongonlinemerchants202345%42%40%35%30%25%20%15%10%5%26%18%10%4%0%UpdatesonlyuponshipmentPeriodicupdatesNeverDailyupdatesUpdatesonlyupondelivery30Description:Nearlyoneinfiveonlinemerchantsdidnotprovideupdatesonthestatusofthedelivery,a2023surveyrevealed.Some42percentofsurveyedonlinemerchantsupdatedcustomersontheirdeliveryonlyuponshipment,whileanother26percentofrespondentssharedperiodicupdates.ReadmoreNote(s):Worldwide;November2023;800onlinesellers*;*SellersacrosstheUK,U.S.,Canada,Australia,Germany,France,Italy,andSpain.ReadmoreSource(s):Auctane;MetaPack;RetailEconomicsShareofprofessionalsfromthird-party-logistics(3PL)warehousesofferingreturnmanagementservicesfrom2021to20233PLwarehousesofferingreturnmanagementservices202370%59%59%60%50%40%30%20%10%0%54%20212022202331Description:Since2021,theshareofthird-partylogistics(3PL)warehousesofferingreturnmanagementserviceshasincreased.In2023,59percentofprofessionalsworkingat3PLwarehousesreportedreturnmanagementtobeamongtheofferedservices.Twoyearslater,only54percentofrespondentsstatedthesame.ReadmoreNote(s):Worldwide;August1to21,2023;242respondents;ownersorexecutivesinwarehousemanagementoroperationsSource(s):ExtensivMainadvantagesofreal-timetracking(RTT)accordingtoonlineshoppersinGermanyin2023Benefitsofreal-timetrackingamongonlineshoppersinGermany2023Shareofrespondents10%

20%0%30%40%50%60%70%80%78%90%ItisimportanttobeupdatedoneortwohoursbeforedeliveryIconsideritimportanttoreceiveparcelsinpersonIloveflexibilitybeforedelivery(evenuptothelastminutes)Itcreatesasenseofefficiency,soIcanmakethemostofmytimeItprovidesasenseofsafety66%65%63%49%32Description:NearlyeightintenGermanonlineshoppersappreciatedreceivingupda