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市場調查報告書
商品編碼
1692564

東協公路貨運:市場佔有率分析、產業趨勢與統計、成長預測(2025-2030 年)

ASEAN Road Freight Transport - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 261 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2025年東協公路貨運市場規模估計為1,194億美元,預計2030年將達到1,601億美元,預測期間(2025-2030年)的複合年成長率為6.04%。

東協公路貨運市場-IMG1

泰國的電動車政策目標是到2030年實現其汽車產量的30%為電動車。

  • 2022年,印尼製造業成長了5.01%,是該國經濟成長中生產力最強勁的組成部分。此外,泰國是東南亞最大的汽車製造商之一,每年為一系列家用品牌生產超過 200 萬輛汽車。該國的電動車政策目標是到2030年30%的汽車產量為電動車。泰國政府已成功吸引日本、歐洲、美國等國家的主要汽車製造商在泰國建立生產和出口基地。
  • 2023年至2027年間,東協電子商務市場預計將實現11.11%的複合年成長率。電子商務市場的成長預計將推動批發和零售終端用戶領域的發展。此外,預計探勘和生產活動的增加將推動石油和天然氣、採礦和採石領域的成長。例如,印尼的目標是到2030年將原油出貨量提高到每天100萬桶,並加強吸引投資的力道。

電子商務銷售額的不斷成長和行業基礎設施的發展推動了卡車運輸服務需求的不斷成長。

  • 印尼在貿易量方面位居東協地區領先地位。 2023年6月,DHL Express在印尼引進了24輛電動運輸車,擴大了電動車隊。新型電動送貨車將在首都雅加達和萬隆投入使用。未來送貨車輛也將繼續實現電氣化。這24輛電動運輸車並不是物流公司在印尼的首批電動車。目前,DHL Express 在印尼擁有 4 輛電動貨車和 6 輛電動運作,為雅加達和泗水提供服務。
  • 馬來西亞的貿易量在東協地區則位居第三。 2021年至2025年的第十二個馬來西亞計畫(12MP)將進一步加強馬來西亞的交通基礎設施和物流服務。為了加強運輸和物流業的競爭力,政府的目標是到2025年,使馬來西亞在《世界貨櫃港口報告》中進入前十名,在《世界銀行物流績效指數》中進入前30名。政府的目標是將馬來西亞北部、中部和南部地區的鐵路貨運量提高10%。

東協公路貨運市場趨勢

在政府基礎建設計劃,對東南亞國協的直接投資不斷增加,推動了經濟成長

  • 2024年5月,日本政府宣布貸款約1,407億日圓(9億美元),用於在印尼雅加達興建高速鐵路線。東西鐵路計劃全長84.1公里,將於2026年至2031年分兩階段完工。新鐵路線的列車和號誌系統將採用日本技術。透過這樣的努力,預計運輸和倉儲業將對GDP做出貢獻。
  • 2024 年 2 月,運輸部宣布計劃在 2025 年底投資 188.3 億美元用於約 150 個交通計劃,以加強泰國的基礎設施建設。 2024 年將有 64 個計劃開工,另有 31 個計劃(價值 112.3 億美元)正在籌備中。 2025年計畫新計畫,總投資額達75.9億美元。這些舉措包括18個公路計劃、9個鐵路計劃和一項區域港口發展計劃,旨在加強運輸和倉儲行業未來對GDP的貢獻。

兩以衝突、烏俄戰爭對東南亞國協的影響,導致油價上漲、供應鏈中斷。

  • 印尼在殼牌和雪佛龍近期撤出後加大了鑽探和探勘,預計 2024 年其石油和天然氣行業的投資將成長 29%。在石化燃料計劃資金籌措日益困難的當下,這項措施對於印尼應對長期產量下滑至關重要。埃尼、埃克森美孚和英國石油等外國公司將貢獻2024年計畫投資的40%。此外,2024年初,石油和天然氣部宣布,儘管伊朗-以色列衝突有可能將原油價格推高至每桶100美元,但加油站的燃油價格至少在2024年6月之前將保持穩定。
  • 在馬來西亞,作為總理安瓦爾·易卜拉欣 (Anwar Ibrahim) 改革長期燃油補貼制度的努力的一部分,柴油價格在 2024 年 6 月上漲了 50% 以上。改革的目的是透過取消普遍能源補貼並將援助重點放在最需要的人身上來緩解國家財政壓力。此舉也旨在解決補貼柴油被走私到鄰國並以高價交易的問題。

東協公路貨運業概況

東協公路貨運市場較分散,主要五大參與者分別為 DHL 集團、鴻池集團(主要企業鴻池運輸)、順豐速運(KEX-SF)、東南物流控股有限公司和川崎汽船物流有限公司(按字母順序排列)。

其他福利:

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章執行摘要和主要發現

第2章 報告要約

第3章 引言

  • 研究假設和市場定義
  • 研究範圍
  • 調查方法

第4章 產業主要趨勢

  • 按經濟活動分類的GDP分佈
  • 經濟活動GDP成長
  • 經濟表現及概況
    • 電子商務產業趨勢
    • 製造業趨勢
  • 交通運輸倉儲業GDP
  • 物流績效
  • 道路長度
  • 出口趨勢
  • 進口趨勢
  • 燃油價格趨勢
  • 卡車運輸成本
  • 卡車持有量(按類型)
  • 主要卡車供應商
  • 公路貨運噸位趨勢
  • 公路貨運價格趨勢
  • 模態共享
  • 通貨膨脹率
  • 法律規範
  • 價值鍊和通路分析

第5章市場區隔

  • 最終用戶產業
    • 農業、漁業和林業
    • 建設業
    • 製造業
    • 石油和天然氣、採礦和採石
    • 批發和零售
    • 其他
  • 匯出目的地
    • 國內貨運
    • 國際貨運
  • 卡車負載容量
    • 整車裝載 (FTL)
    • 零擔運輸 (LTL)
  • 貨櫃運輸
    • 貨櫃運輸
    • 沒有容器
  • 運輸距離
    • 遠距
    • 短途運輸
  • 產品成分
    • 流體產品
    • 固體貨物
  • 溫度控制
    • 非溫控
    • 溫度控制
  • 國家
    • 印尼
    • 馬來西亞
    • 泰國
    • 越南
    • 其他東南亞國協

第6章 競爭格局

  • 關鍵策略趨勢
  • 市場佔有率分析
  • 商業狀況
  • 公司簡介
    • DHL Group
    • Gemadept
    • Konoike Group(including Konoike Transport Co., Ltd.)
    • Mitsui OSK Lines, Ltd.
    • Profreight Group
    • SF Express(KEX-SF)
    • Tiong Nam Logistics Holdings Bhd
    • Yatfai
    • "K" Line Logistics, Ltd.

第7章:CEO面臨的關鍵策略問題

第 8 章 附錄

  • 全球物流市場概覽
    • 概述
    • 五力分析框架
    • 全球價值鏈分析
    • 市場動態(市場促進因素、限制因素、機會)
  • 資訊來源及延伸閱讀
  • 圖片列表
  • 關鍵見解
  • 資料包
  • 詞彙表
  • 外匯
簡介目錄
Product Code: 92381

The ASEAN Road Freight Transport Market size is estimated at 119.4 billion USD in 2025, and is expected to reach 160.1 billion USD by 2030, growing at a CAGR of 6.04% during the forecast period (2025-2030).

ASEAN Road Freight Transport - Market - IMG1

Thailand aims for 30% of the total vehicle production to account for electric cars by 2030 through the Electric Vehicle Policy

  • Indonesia's manufacturing industry grew by 5.01% in 2022. It was the strongest component of the country's economic growth in terms of productivity. Moreover, Thailand is one of the largest automotive manufacturers in Southeast Asia, producing over 2 million vehicles annually for various household brands. The country's Electric Vehicle Policy aims for 30% of the total vehicle production to account for electric cars by 2030. The Thai government successfully attracted major automotive brands, such as Japanese, European, and US manufacturers, to set up production and export bases in Thailand.
  • During the period 2023-2027, the ASEAN e-commerce market is projected to register a CAGR of 11.11%. This growth in the e-commerce market is expected to boost the wholesale and retail trade end-user segment. Moreover, the increase in exploration and production activities is expected to drive the growth of the oil and gas, mining, and quarrying segment. For instance, Indonesia aims to increase its crude oil lifting to 1 million bpd by 2030 and boost efforts to attract investment.

Growing demand for trucking services is supported by rising e-commerce sales and infrastructure development in the industry

  • Indonesia is the leader in the ASEAN region in terms of trade volumes. In June 2023, DHL Express expanded its electric fleet in Indonesia with 24 electric transporter vans. The new electric delivery vans will be used in the capital, Jakarta and Bandung. The delivery fleet will also be electrified beyond this. The 24 electric transporters will not be the first electric vehicles in the logistics company's Indonesian fleet. So far, DHL Express has four electric vans and six electric bikes in operation in Indonesia, serving areas in Jakarta and Surabaya.
  • Malaysia comes third in the ASEAN region in terms of trade volumes. Malaysia's transport infrastructure and logistics services will be further strengthened under the 12th Malaysia Plan (12MP) during 2021-2025. Under the plan, as part of efforts to drive the transport and logistics industry toward competitiveness, the government aims to be in the top 10 rankings of the World Container Port's Report and top 30 ranks in the World Bank Logistics Performance Index by 2025. Putrajaya (a city in Malaysia) is aiming for a 10% increase in cargo volume via rail in the northern, central, and southern regions of the country.

ASEAN Road Freight Transport Market Trends

Rising FDI in ASEAN countries supported by infrastructure construction projects by country governments driving economic growth

  • In May 2024, the Japanese government announced a loan of about JPY140.7 billion (USD 900 million) to build a high-speed rail line in Jakarta, Indonesia. The East-West rail project will cover 84.1 km and be completed in two phases, starting in 2026 and finishing by 2031. The new rail line will feature Japanese technology for trains and signaling systems. Such initiatives are expected to boost GDP contribution from transport and storage sector.
  • In February 2024, the Transport Ministry announced plans to invest USD 18.83 billion in around 150 transport projects by the end of 2025 to enhance Thailand's infrastructure. In 2024, 64 projects will commence, with an additional 31 projects valued at USD 11.23 billion in the pipeline. For 2025, there are 57 new projects planned, totaling USD 7.59 billion. These initiatives include 18 motorway projects, 9 railway projects, and plans for regional port development, all aimed at bolstering the transport and storage sector's contribution to GDP in the future.

Impact of the Iran-Israel conflict and Ukraine-Russia war on ASEAN countries led to increased fuel prices and supply chain disruptions

  • Indonesia expects a 29% increase in oil and gas sector investments in 2024 to boost drilling and exploration after Shell and Chevron's recent exits. This push is vital for Indonesia to counter a long-term decline in output amid rising financing challenges for fossil fuel projects. Foreign companies like Eni, Exxon Mobil, and BP will contribute 40% of 2024's planned investments. Also, in early 2024, the Ministry of Oil and Gas announced that fuel prices at gas stations will stay stable until at least June 2024, despite the Iran-Israel conflict potentially raising oil prices to USD 100 per barrel.
  • Diesel prices in Malaysia surged by over 50% in June 2024 as part of Prime Minister Anwar Ibrahim's efforts to reform the country's long-standing fuel subsidy system. The restructuring aimed to alleviate pressure on national finances by eliminating universal energy subsidies and focusing assistance on those most in need. This move also aims to address issues like the smuggling of subsidized diesel to neighboring countries, where it fetches higher prices.

ASEAN Road Freight Transport Industry Overview

The ASEAN Road Freight Transport Market is fragmented, with the major five players in this market being DHL Group, Konoike Group (including Konoike Transport Co., Ltd.), SF Express (KEX-SF), Tiong Nam Logistics Holdings Bhd and "K" Line Logistics, Ltd. (sorted alphabetically).

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

  • 3.1 Study Assumptions & Market Definition
  • 3.2 Scope of the Study
  • 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

  • 4.1 GDP Distribution By Economic Activity
  • 4.2 GDP Growth By Economic Activity
  • 4.3 Economic Performance And Profile
    • 4.3.1 Trends in E-Commerce Industry
    • 4.3.2 Trends in Manufacturing Industry
  • 4.4 Transport And Storage Sector GDP
  • 4.5 Logistics Performance
  • 4.6 Length Of Roads
  • 4.7 Export Trends
  • 4.8 Import Trends
  • 4.9 Fuel Pricing Trends
  • 4.10 Trucking Operational Costs
  • 4.11 Trucking Fleet Size By Type
  • 4.12 Major Truck Suppliers
  • 4.13 Road Freight Tonnage Trends
  • 4.14 Road Freight Pricing Trends
  • 4.15 Modal Share
  • 4.16 Inflation
  • 4.17 Regulatory Framework
  • 4.18 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD, Forecasts up to 2030 and analysis of growth prospects)

  • 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 Destination
    • 5.2.1 Domestic
    • 5.2.2 International
  • 5.3 Truckload Specification
    • 5.3.1 Full-Truck-Load (FTL)
    • 5.3.2 Less than-Truck-Load (LTL)
  • 5.4 Containerization
    • 5.4.1 Containerized
    • 5.4.2 Non-Containerized
  • 5.5 Distance
    • 5.5.1 Long Haul
    • 5.5.2 Short Haul
  • 5.6 Goods Configuration
    • 5.6.1 Fluid Goods
    • 5.6.2 Solid Goods
  • 5.7 Temperature Control
    • 5.7.1 Non-Temperature Controlled
    • 5.7.2 Temperature Controlled
  • 5.8 Country
    • 5.8.1 Indonesia
    • 5.8.2 Malaysia
    • 5.8.3 Thailand
    • 5.8.4 Vietnam
    • 5.8.5 Rest of ASEAN

6 COMPETITIVE LANDSCAPE

  • 6.1 Key Strategic Moves
  • 6.2 Market Share Analysis
  • 6.3 Company Landscape
  • 6.4 Company Profiles
    • 6.4.1 DHL Group
    • 6.4.2 Gemadept
    • 6.4.3 Konoike Group (including Konoike Transport Co., Ltd.)
    • 6.4.4 Mitsui O.S.K. Lines, Ltd.
    • 6.4.5 Profreight Group
    • 6.4.6 SF Express (KEX-SF)
    • 6.4.7 Tiong Nam Logistics Holdings Bhd
    • 6.4.8 Yatfai
    • 6.4.9 "K" Line Logistics, Ltd.

7 KEY STRATEGIC QUESTIONS FOR ROAD FREIGHT CEOS

8 APPENDIX

  • 8.1 Global Logistics Market Overview
    • 8.1.1 Overview
    • 8.1.2 Porter's Five Forces Framework
    • 8.1.3 Global Value Chain Analysis
    • 8.1.4 Market Dynamics (Market Drivers, Restraints & Opportunities)
  • 8.2 Sources & References
  • 8.3 List of Tables & Figures
  • 8.4 Primary Insights
  • 8.5 Data Pack
  • 8.6 Glossary of Terms
  • 8.7 Currency Exchange Rate