第一太平戴维斯：2023中国物流报告（英文版）（23页）.pdf

1、March Logistics21China Macro032Regional reviews083Investment market164Outlook20China Logistics3China MacroChina LogisticsLogistics values reach new heightsSource:CFLP,Savills ResearchChinas logistics value grew 3.4%in 2022 to RMB347.6 trillion,while the total revenue of the logistics industry reache

2、d RMB 12.7 trillion,up 4.7%YoY.Railway transport,cold chain facilities,and express delivery maintained higher growth rates.The national railway network transported 3.9 billion tons of goods,up 4.7%YoY,the highest in nearly three years.Cold-chain logistics market size is expected to exceed RMB 450-49

3、0 billion in 2022.Express delivery volumes totalled 110.6 billion parcels,a net increase of 2.3 billion over the previous year.International logistics continue to unlock new routes and expand existing channels with 16,000 China-Europe freight trains operated and 1.6 million TEUs shipped in 2022,up 9

4、%and 10%YoY respectively.Meanwhile,the New Land-Sea Corridor in western China maintained strong growth momentum,with 756,000 TEUs shipped in 2022,up 18.5%YoY.Chinas expanding national logistics network fuels demand for logistics real estate4China Logistics Value by product category200220240260280300

5、32034036020152016201720182019202020212022RMB trnAgricultural ProductIndustrial ProductImported GoodRenewable ResourceConsumer GoodChina LogisticsFDI increases despite headwindsSource:Ministry of Commerce,Savills ResearchFDI drives industrial&logistics demand5Utilized foreign direct investment(FDI)to

6、talled US$189.1 bn(RMB1.23 trn).Despite the continuous business disruption and lockdowns throughout the year,investment grew 8%YoY and 6.8%5YR CAGR.The Yangtze River Delta region is still the most attractive region for foreign capital.Key sectors of growth have been high-tech manufacturing which gre