China Parcels Market: Market Insight Report 2018

The report includes:

Description of the market and the key trends which are shaping it
Historical market size and growth covering the period from 2012-2017
The author's market forecasts from 2018-22
Analysis of drivers of market growth
Competitive landscape comparing the performance of the main carriers present in the market and profiling them and other leading market participants such as marketplaces and parcel locker networks.

The report includes profiles of the following companies:
Marketplaces

Alibaba (TMall, Taobao, Cainiao)
JD.com

Carriers – Integrators

UPS
FedEx
DHL

Carriers – National / regional

China Post
SF Express
ZTO Express
YTO Express
STO Express
Yunda Express
Best Inc (Best Express)
GTO Express
TTK Express
Quanfeng Express
ZJS Express
UC Express
Sure Express

Local open delivery platforms

New Dada
Eleme
Meituan-Dianping
Linqu
Shanshong
SHBJcom
Dianwoda

Parcel shops and lockers

Hive Box
Sposter
CIMC
JD.com

About this report

Summary
About the author

About the Market

Market Characteristics
Scale of the market – now the largest in the world by volume
High population density in the urban areas of eastern China with fast growth in tier 3/4 cities
Importance and rapid growth of online retail
Importance of marketplaces such as Taobao, Tmall and JD.com
Sophisticated mobile payment infrastructure

Market Size, Segmentation and Growth

Value
Growth rate comparison: China vs. other markets
Volume
Revenue per parcel

Market segmentation

B2B/C2X and online retail delivery (B2C/C2C)
Local or intra-city vs. national vs. international
Market by region
Market by province

Market Drivers

Population growth
Economic growth
Online retail
- Size and growth
- Emergence of new categories of items sold online
- Seasonal and promotional trends

Key Market Trends

Increasing labour costs
Investment in network operations
- New hubs
- Vehicle optimisation: use of bigger trucks and smart routing software
- Robots
- Drones and driverless vehicles
Regulation
Storage and e-fulfilment services
Growth of parcel shop and locker networks
Carrier consolidation

Competitive Landscape

Overview
Marketplaces
Open local delivery platforms
Parcel shop and locker networks
Carriers
- Share by category
- Competitive advantages
- Competitive analysis – Chinese carriers
- Size
- Growth
- Margins
- Stock market listings
- Competitive analysis – Integrators
- Competitive analysis – Parcel shops and locker networks

Profiles of key market participants

Marketplaces
- Alibaba
- Cainiao
- JD.com
- Carriers - Integrators
- UPS
- FedEx
- DHL
Carriers - National
- China Postal Express & Logistics Company Limited (EMS)
- SF Express
- ZTO Express
- YTO Express
- STO Express
- Yunda Express
- Best Inc (Best Express)
- GTO Express
- TTK Express
- Quanfeng Express
- ZJS Express
- UC Express
- Sure Express
Carriers - Regional
Local open delivery platforms
- New Dada
- Ele.me
- Meituan-Dianping
- Linqu
- Shanshong
- SHBJ.com
- Dianwoda
Parcel shops and lockers
- Hive Box
- Sposter
- CIMC
- JD.com
- Parcel shop networks

Forecasts

Population
Economic growth
Online retail
Parcels market forecasts

List of charts and tables

China Parcels Market Size, 2007-2017 (RMB bn)
China Parcels Market Size, 2007-2017 (RMB bn)
China Parcels Market Size, 2007-2017 (US$ bn)
China parcels market value growth vs. other major economies, CAGR 2012-2016
China Parcels Market Volume: 2007-2017 (m)
China Parcels Market Volume and Growth: 2007-2017 (m)
Revenue per parcel: 2007-2017/RMB
China parcels market growth by segment: 2011-2016/RMB bn
China parcels market volume by destination, 2007-2017, (chart)
China parcels market volume by destination, 2007-2017
China parcels market value by destination, 2010-2017, RMBm (chart)
China parcels market value by destination, 2010-2017, RMBm
Average revenue per parcel: Local vs national vs international: 2012 and 2017/RMB/parcel
China parcels market volume by region, 2010-2017 (chart)
China parcels market volume by region, 2010-2017
China parcels market value by region, 2010-2017
Average revenue per parcel: Western vs. Central vs. Eastern: 2012 and 2017/RMB/parcel
China parcels market by region, value and volume, 2016
China parcels market by province, 2016
China population, 1960-2016
China GDP and growth, 2012-2017
China GDP per capita, 1960-2016 (current US$)
China total and online retail market value, 2012-2016/US$bn
Total and online retail market value, 2012-2016
STO Express hub robots
JD.com robot courier
JD.com delivery drone
SF Express delivery tricycle
China parcels market volume by type of company, (private, state-owned, foreign), 2011-2016 (chart)
China parcels market volume by type of company, (private, state-owned, foreign), 2011-2016
China parcels market value by type of company, (private, state-owned, foreign), 2011-2016
Carriers by parcel revenue, 2016 (RMBm)
Carriers by parcel revenue, 2016 (US$m)
Carriers by parcel volume, 2016 (m)
Revenue per parcel of leading carriers, 2016 (RMB)
Carrier parcel volume growth, 2014-16 (chart)
Carrier parcel volume growth, 2014-16 (table)
Carrier parcel revenue growth, 2015-16
Margins of leading carriers, 2015-16
Recent public listings of major express parcels companies in China
SF Holding financial performance, 2015-2016
SF Holding financial performance, 2015-2016
SF Express parcel volume, 2014-2016
SF Express average revenue per parcel
SF Express revenue by major business segment, 2015-2016
SF Express revenue by sub-segment, 2015-2016
SF Express revenue by region, 2015-2016
ZTO Express management
ZTO Express financial performance, 2014-2016
ZTO Express parcel volumes, 2014-2016
YTO Express financial performance, 2014-2016 (RMB M)
YTO Express financial performance, 2014-2016 (US$m)
YTO Express parcel volume/revenue per parcel, 2015-2016
YTO Express revenue by segment, 2015-2016
YTO Express revenue by sub-segment, 2016
YTO Express revenue by region, 2016
STO Express financial performance, 2014-2016 (RMBm)
STO Express financial performance, 2014-2016 (US$m)
STO Express parcel volume, 2014-2016
Yunda Express financial performance, 2014-2016 (RMB m)
Yunda Express financial performance, 2014-2016 (US$m)
Yunda Express parcel volume and growth, 2014-2016
Yunda Express revenue by major business segment, 2015-2016
Yunda Express sub-segment revenue, 2015-2016
Yunda Express revenue by region, 2015-2016
Best Inc. revenue by business segment, 2014-2016 (RMB m)
Best Inc. revenue by business segment, 2014-2016 (US$m)
Best Express financials, 2014-2016
Best Express parcel volume and growth, 2012-2016
Best Express revenue per parcel, 2014-2016
HiveBox locker in China
Sposter locker bank in China
China population forecast, 2000-2022
China GDP forecast and growth, 2012-2022
GDP per capita, 2010-2022 (US$)
China total and online retail market value, 2012-2021 (chart)
China total and online retail market value, 2012-2021
China parcels market value forecast, RMB bn, 2012-2022 (chart)
China parcels market forecast, value and volume, 2012-2022