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市場調查報告書
商品編碼
1906859
北美貨運與物流:市場佔有率分析、產業趨勢與統計、成長預測(2026-2031)North America Freight And Logistics - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031) |
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2025年北美貨運和物流市場價值為16413.7億美元,預計到2031年將達到20732.7億美元,2026年為17065.3億美元。
預計在預測期(2026-2031 年)內,複合年成長率將達到 3.97%。

透過《美國-墨西哥-加拿大協定》(USMCA)加強貿易一體化、電子商務小包裹量快速成長以及聯邦政府資助的基礎設施現代化計劃,鞏固了該走廊的戰略重要性並促進了投資流動。預計到2024年,跨境貿易將達到創紀錄水平,其中加美國貿易額將達7,800億美元,美國墨貿易額將達8,078億美元。加速向墨西哥的近岸外包,加上美國1,100億美元的交通運輸資金投入,正在推動貨運走廊的重組和技術主導的效率提升。同時,勞動力短缺和網路安全威脅正在限制運力,推動自動化應用並增加對彈性網路的需求。在此背景下,儘管短期內面臨營運方面的挑戰,但預計在技術創新的驅動下,北美貨運和物流市場將保持穩定成長。
2024年第二季度,電子商務滲透率達到零售總額的15.6%,每年產生超過240億個小包裹,超過了傳統「最後一公里」運輸能力。為了應對這項挑戰,企業透過在都市區建立微型倉配中心、試點自動駕駛貨車以及利用零工經濟快遞員等方式,提高了應對尖峰時段(佔全年貨運量的40%)的靈活性。當日達和隔天達的前景正在催生一個價值120億美元的城市物流房地產市場,亞馬遜在2024年開設150個新的配送站便是最好的例證。美國和加拿大的監管機構已批准了有限的無人機飛行走廊,顯示了對替代運輸方式的製度支持。隨著小包裹密度的增加(與2022年相比成長了35%)加劇了道路堵塞,承運商正在嘗試集中式配送模式,以減少車輛停留時間和排放氣體。
美墨加協定(USMCA)將推動三邊貿易額在2024年達到1.6兆美元,貨運量年增8.2%。拉雷多和底特律等邊境口岸的自動化清關平台可將清關時間縮短高達30%,而墨西哥4,550億美元的出口額也對高價值零件提出了複雜的逆向物流需求。加拿大太平洋鐵路公司和堪薩斯城鐵路公司於2024年合併,開通了加拿大港口與墨西哥工業區之間的首條直達單線鐵路服務,縮短了運輸時間,並最大限度地減少了貨物中轉次數。完善的數位化貿易法規實現了貨物即時追蹤,並將高流量邊境地區的停留時間縮短至約90分鐘。邊境兩側對低溫運輸和汽車物流中心的投資凸顯了北美貨運和物流市場的戰略深度。
截至2024年,北美地區仍有超過8萬個商業司機職位和60萬個倉庫職位空缺,在南加州和德克薩斯三角區等熱點地區,離職率超過75%。隨著運輸公司競相爭取人才,總薪資上漲了15%至20%,但勞動力的平均年齡已超過47歲,引發了人們對長期產能的擔憂。 2024年,自動化投資達48億美元,各公司正在部署機器人分類系統和自動駕駛場內卡車。儘管聯邦政府允許年輕司機跨州運輸貨物,但勞動力短缺問題在2026年之前不太可能顯著緩解。
製造業28.95%的佔有率反映了對準時制流程和複雜退貨流程的根深蒂固的需求。半導體、電動車和醫療設備製造商推動了對受控環境和安全運輸的需求。即使近岸外包持續成長,製造商仍在尋求能夠整合生產和運輸節點並減少緩衝庫存的端到端可視性工具。
在全通路普及的推動下,批發和零售業預計將成為成長最快的產業,年複合成長率(CAGR)將達到4.21%(2026-2031年)。零售商正在分散庫存,並將門市和線上庫存整合,以縮短交貨時間。對溫控食品物流日益成長的需求,推動了北美貨運和物流市場低溫運輸投資的進一步擴張。隨著逆向物流量的成長,能夠快速分類、轉售或回收退貨的承運商將獲得更大的市場佔有率。
到2025年,貨運將佔北美貨運收入的62.58%,再次鞏固其在北美貨運和物流市場的核心地位。儘管道路運輸仍佔據主導地位,但隨著托運人優先考慮成本和永續性,鐵路貨櫃運輸的佔有率正在逐步提升。在這一領域,利用遠端資訊處理技術的預測性維護正在減少非計劃性停機時間,並提高交付時間的準確性。自動化試點計畫正擴展到長途編隊行駛和場內作業的機器人技術,預示著未來十年有人駕駛和無人駕駛資產將逐步融合。
儘管快速配送服務規模目前較小,但由於電子商務的成長,預計2026年至2031年間將以4.4%的複合年成長率成長。密集的都市區網路和演算法路線最佳化使得75%的美國家庭能夠享受當日送達服務。小包裹遞送公司正在試行動態定價機制,以根據即時需求調整運力。這些趨勢表明,首末端配送領域的創新將決定北美貨運和物流市場的競爭優勢。
The North America freight and logistics market was valued at USD 1641.37 billion in 2025 and estimated to grow from USD 1706.53 billion in 2026 to reach USD 2073.27 billion by 2031, at a CAGR of 3.97% during the forecast period (2026-2031).

Robust USMCA-driven trade integration, surging e-commerce parcel volumes, and federally funded infrastructure modernization projects are reinforcing the strategic importance of the corridor and underpinning investment flows. Cross-border trade reached record levels in 2024, with Canada-U.S. commerce hitting USD 780 billion and Mexico-U.S. flows touching USD 807.8 billion. Accelerated near-shoring to Mexico, complemented by USD 110 billion in U.S. transportation funding, is reshaping freight corridors and injecting technology-led efficiencies. At the same time, labor shortages and cybersecurity threats are constraining capacity, spurring automation adoption, and heightening the need for resilient networks. Against this backdrop, the North America freight and logistics market is poised for steady, technology-enabled growth despite short-term operational headwinds.
E-commerce penetration reached 15.6% of retail sales in Q2 2024, generating more than 24 billion parcels annually and outstripping legacy last-mile capacity. Operators responded by deploying micro-fulfillment hubs within city limits, piloting autonomous delivery vans and tapping gig-economy couriers to flex capacity during peak periods that now account for 40% of yearly throughput. Same-day and next-day expectations have unlocked a USD 12 billion urban logistics real-estate opportunity, evidenced by the 150 new delivery stations Amazon opened in 2024. Regulators in both the United States and Canada have cleared limited drone corridors, signaling institutional backing for alternative modes. Higher parcel density-up 35% since 2022-has intensified curbside congestion, prompting carriers to test consolidated drop-off models that lower vehicle dwell times and emissions.
USMCA enabled USD 1.6 trillion in trilateral trade during 2024, with freight flows rising 8.2% year over year. Automated customs platforms now trim clearance times by up to 30% at crossings such as Laredo and Detroit, while Mexican exports of USD 455 billion are generating complex reverse-logistics needs for high-value components. The 2024 Canadian Pacific Kansas City rail merger established the first single-line service that links Canadian ports directly to Mexican industrial zones, compressing transit times and minimizing handoffs. Enhanced digital trade provisions support real-time cargo tracking, further reducing border dwell times to roughly 90 minutes at high-volume lanes. Investments in cold-chain and automotive logistics centers on both sides of the border highlight the strategic depth of the North America freight and logistics market.
More than 80,000 commercial driving positions and 600,000 warehouse roles remained unfilled across North America in 2024, with churn surpassing 75% in hot spots such as Southern California and the Texas Triangle. Wage bills climbed 15-20% as carriers competed for talent, yet the workforce median age crept past 47 years, threatening long-term capacity. Automation spend reached USD 4.8 billion in 2024 as firms implemented robotic sortation and autonomous yard trucks. Federal waivers allowing younger drivers to haul interstate freight are in place, but meaningful labor relief is unlikely before 2026.
Other drivers and restraints analyzed in the detailed report include:
For complete list of drivers and restraints, kindly check the Table Of Contents.
Manufacturing's 28.95% share signals entrenched just-in-time practices and complex returns flows. Semiconductor, electric-vehicle and medical-device producers are driving requirements for controlled environments and secured transport. Even amid near-shoring, manufacturers are demanding end-to-end visibility tools that integrate production milestones with freight milestones, shrinking buffer inventories.
Wholesale and retail trade, propelled by omnichannel fulfillment, is the fastest mover at a 4.21% CAGR (2026-2031). Retailers are decentralizing inventory into micro-fulfillment sites to cut delivery times while blending store and online stock pools. Temperature-controlled grocery logistics are seeing heightened interest, supporting further cold-chain investment in the North America freight and logistics market. As reverse-logistics volumes rise, carriers that can quickly triage returns for resale or recycling will gain share.
Freight Transport controlled 62.58% of revenue in 2025, reaffirming its backbone role within the North America freight and logistics market. Road haulage dominates this function, yet rail intermodal share is creeping upward as shippers prioritize cost and sustainability. The segment is leveraging telematics for predictive maintenance, trimming unplanned downtime, and tightening delivery windows. Automation pilots now span long-haul platooning and yard-hostler robotics, pointing to a gradual blend of manned and autonomous assets through the decade.
CEP services, while smaller, are expanding at a 4.4% CAGR (2026-2031) thanks to e-commerce. Same-day coverage is now feasible for 75% of U.S. households, underpinned by dense urban networks and algorithmic route optimization. Parcel carriers are experimenting with dynamic pricing engines that match capacity to real-time demand. Combined, these dynamics reinforce that innovation in first- and last-mile delivery will shape competitive positioning across the broader North America freight and logistics market.
The North America Freight and Logistics Market Report is Segmented by Logistics Function (Courier, Express, and Parcel, Freight Forwarding, Freight Transport, Warehousing and Storage, and Other Services), End User Industry (Agriculture, Fishing, and Forestry, Construction, Manufacturing, Wholesale and Retail Trade, and More), and Geography (United States, Canada, and More). The Market Forecasts are Provided in Terms of Value (USD).