The work provides a detailed review of the situation in the global and Russian logistics outsourcing markets, quotes the most important performance indicators of the sector in 2009-2010 and estimates for 2011, and contains a forecast for the development of major segments of the logistics market through 2014.
The survey presents, for the first time, comparative analysis between Russia and other countries with regard to such indicators as logistics costs, size of transport and logistics market, logistics outsourcing and 3PL segment.
The section "Global Transport and Logistics Market" contains an analysis of the post-crisis recovery process in major segments of the global logistics market. The markets in EU countries and China are studied in more detail, giving a timeline of financial results reported by major 3PL providers in 2010.
The survey of the Russian transport and logistics services is comprehensive in nature and contains a detailed analysis describing the development of major segments such as freight transportation, forwarding (including international operations), warehousing and management services, in 2010 and the first half of 2011. The review provides estimates for the logistics market size, including 2PL and 3PL segments, in volume and value terms.
The section "International Freight Transportation in Russia" contains data on the dynamics and structure of foreign trade freight traffic in 2008-2010 and the first half of 2011. The changes that occurred in the Russian container transport market, including transshipment in ports and carriage by rail, are analyzed.
The section devoted to the Russian warehousing services market analyzes supply and demand in the commercial warehousing property market in 2010, dynamics and structure of the storage and distribution services market, and trends in the development of the logistics market in metropolitan regions and other constituent entities of the Russian Federation in 2011.
A separate section includes an analysis of competitive environment, financial performance of Russian and foreign transport and logistics companies in 2009-2010, as well the market consolidation.
The section "Potential for Growth of the Russian Transport and Logistics Services Market in 2011-2014" contains a forecast for the development of Russia's economy and foreign trade (baseline scenario of the RF Ministry of Economic Development) and RBC.research estimates for physical and value indicators of logistics market segments up to 2014.
The survey was conducted in Sept.-Oct. 2011.
Report size - 140.
The report contains 57 tables and 110 charts and diagrams.
Report language - English.
Table of contents |
| ||
Abstract | 2 | ||
Table of contents | 3 | ||
Summary | 5 | ||
Figures | 7 | ||
Tables | 11 | ||
Global transport and logistics market | 14 | ||
| Supply and demand determinants | 14 | |
| Market segments | 16 | |
|
| Dynamics and structure of the global transport and logistics services market | 16 |
|
| International freight transportation | 18 |
|
| Customs brokerage services | 21 |
|
| Contract logistics | 22 |
|
| Geographical structure of the global 3PL market | 23 |
| European market | 24 | |
|
| Dynamics and structure | 24 |
|
| Major players | 26 |
| Chinese market | 29 | |
|
| Dynamics and structure | 29 |
|
| Governmental stimulation | 30 |
|
| Competitive environment | 30 |
Russian transport and logistics market | 32 | ||
| Russian economy in 2010 and the first half of 2011: recovery from the crisis and growth slowdown | 32 | |
| Logistics costs, transport and logistics market, 3PL services: international comparisons | 34 | |
| Volume and structure of the logistics outsourcing market | 37 | |
| Freight transportation market | 43 | |
|
| Freight transportation dynamics and structure | 43 |
|
| Value of the transportation services market | 47 |
|
| Freight transportation by rail | 49 |
|
| Freight transportation by road | 56 |
|
| Freight transportation by sea | 60 |
|
| Transshipments in ports | 63 |
|
| Inland water transport | 68 |
|
| Freight transportation by air | 71 |
| International cargo transportation market | 75 | |
|
| Dynamics of foreign trade freight traffic | 75 |
|
| Structure of export freight traffic | 77 |
|
| Structure of import freight traffic | 81 |
|
| Freight transportation dynamics and structure by mode of transport | 85 |
| International container transportation | 93 | |
|
| Structure of export container traffic | 95 |
|
| Structure of containerized import traffic | 98 |
|
| Container transshipments in ports | 102 |
|
| Container transportation by rail | 107 |
|
| Volume of the container transportation market | 109 |
| Warehousing services market | 110 | |
|
| Demand for warehousing services | 110 |
|
| Supply of warehousing space | 112 |
|
| Supply and demand balance, level of rental rates | 113 |
|
| Volume and structure of the warehousing property and warehousing services market | 114 |
| Competitive environment | 120 | |
|
| Impact of the crisis and post-crisis development | 120 |
|
| Activity of global 3PL providers in Russia | 126 |
|
| Leading Russian players | 128 |
Growth potential of the Russian transportation and logistic services market in 2011-2014 | 130 | ||
| Forecast for development of Russia's economy and foreign trade | 130 | |
| Freight transportation market | 132 | |
| Warehousing services market | 135 | |
| Forecast for dynamics of the transportation and logistics services market | 138 |
Figure 1. World economy dynamics in 2007-2012, % 15
Figure 2. World trade volumes, 2007-2012, % 15
Figure 3. Global transport and logistics market, 2006-2011, $ billion 16
Figure 4. Structure of the global transport and logistics services market, 2006-2010, % 17
Figure 5. Volume of the global logistics outsourcing market and 3PL segment, 2006-2011, $ billion 18
Figure 6. Global container transportation volumes, 2005-2011, million TEUs 19
Figure 7. Structure of the global container transportation market control in 2010, % 20
Figure 8. Global airfreight market, 2005-2011, $ billion 21
Figure 9. Global market for customs brokerage services, 2005-2010, € billion, % 22
Figure 10. Global contract logistics market volume, 2005-2011, € billion, % 23
Figure 11. Leading companies in the global contract logistics market, 2009, % of market turnover 23
Figure 12. Geographical structure of the global logistics market and 3PL services segment, 2009, % 24
Figure 13. European transport and logistics market volume, 2006-2011, € billion, % 25
Figure 14. Revenues of TOP 12 European logistics companies, 2006-2010, € billion, % 27
Figure 15. Revenue dynamics of leading European 3PL companies, 2009 to 2008, % 27
Figure 16. Revenue dynamics of leading European 3PL companies, 2010 to 2009, % 28
Figure 17. TOP 12 European logistics companies by revenue, 2008-2010, € billion 28
Figure 18. Logistics costs structure in China, 2005-2009, % 29
Figure 19. Logistics costs in different countries of the world and Russia, 2009, % of GDP 35
Figure 20. Logistics outsourcing in the world and in Russia, 2009, % of transport and logistics market volume 36
Figure 21. Share of 3PL services in logistics outsourcing in the world and in Russia, 2009, % of transport and logistics market volume 36
Figure 22. Dynamics of the Russian transport and logistics services market (logistics outsourcing), 2007-2011, RUB billion and % 38
Figure 23. Dynamics of the Russian transport and logistics services market (logistics outsourcing), 2007-2011, US$ billion and % 38
Figure 24. Structure of the Russian transport and logistics market by type of services, 2010, % 39
Figure 25. Growth of Russian transport and logistics services market segments, 2010 versus 2008, % 41
Figure 26. Growth of Russian transport and logistics services market segments, 2011 versus 2010, % 41
Figure 27. Structure of commercial freight transportation in Russia by mode of transport, 2010, % 44
Figure 28. Structure of commercial freight turnover in Russia by mode of transport, 2010, % 45
Figure 29. Monthly dynamics of commercial cargo transportation across of sectors of the Russian economy, January 2008 – June 2011, million tons 46
Figure 30. Dynamics of commercial cargo transportation and freight turnover across all sectors of Russian economy by mode of transport, January-June 2011 to January-June 2010, % 47
Figure 31. Value structure of the Russian freight transportation market by mode of public transport, 2009, % 48
Figure 32. Structure of the Russian transportation services market (including revenues from transshipment in ports and airports), 2010, % 49
Figure 33. Structure of tonnage handled on rail by primary types of cargo (RZD), 2010, % 50
Figure 34. Monthly dynamics of freight tonnage handled by rail (commercial transportation, excluding industrial rail transport) in Russia, January 2008 – June 2011, million tons 51
Figure 35. Rail freight rate indices in Russia, January 2008 – June 2011, % to December of the previous year 52
Figure 36. Structure of the Russian freight railcar fleet, 2009-2010, % 53
Figure 37. Largest owners of freight railcars in Russia (excluding companies belonging to RZD Holding), 2010, thousand units 54
Figure 38. Largest private operators of freight railcars in Russia (own and rented), 2010, thousand units 54
Figure 39. Structure of transportation in Russia by railcar ownership, 2005-2010, % 55
Figure 40. Dynamics of commercial cargo transportation and freight turnover in road transport across all sectors of the Russian economy, 2008–2010, million tons, billion tkm 57
Figure 41. Monthly dynamics of commercial cargo transportation by road transport across all sectors of the Russian economy, January 2008 – June 2011, million tons 58
Figure 42. Road freight rate indices in Russia, January 2008 – June 2011, % to December of the previous year 59
Figure 43. Dynamics of the value of the road freight transportation market in Russia, 2007-2010, RUB billion 60
Figure 44. Monthly dynamics of commercial sea freight transportation in Russia, January 2008– June 2011, million tons 60
Figure 45. Dynamics of commercial cargo transportation and freight turnover of sea transport in Russia, 2008–2010, million tons, billion tkm 61
Figure 46. Sea freight rate indices in Russia, January 2008 – June 2011, % to December of the previous year 62
Figure 47. Dynamics of the value of the sea freight market in Russia, 2007-2010, RUB billion 63
Figure 48. Dynamics of freight transshipment in Russian ports, 2007-2010, million tons, % 63
Figure 49. Structure of cargo handled in Russian sea ports by basin, 2010, % 64
Figure 50. Cargo transshipment volume in Russian ports distributed by major basins, 2008–2010, million tons 65
Figure 51. Monthly dynamics of commercial cargo transportation by inland water transport in Russia, January 2008 – June 2011, million tons 69
Figure 52. Commercial cargo transportation volume and freight turnover of inland water transport in Russia, 2008–2010, million tons, billion tkm 69
Figure 53. Freight rate indices for inland water transport in Russia, January 2008 – June 2011, % to December of the previous year 70
Figure 54. Dynamics of the value of the inland water freight market in Russia, 2007-2010, billion RUB 71
Figure 55. Shares of Russian airlines in the total volume of cargo and mail carried in Russia, 2010, % 73
Figure 56. Air freight rate indices in Russia, January 2008 – June 2011, % to December of the previous year 74
Figure 57. Dynamics of GDP and foreign trade freight traffic in Russia, 2006-2012, % 76
Figure 58. Dynamics of export and import freight traffic in Russia, 2007-2012, % 76
Figure 59. Export and import freight traffic in Russia, 2005-2012, million ton 77
Figure 60. Share of China in Russia’s export freight traffic by commodity group, 2010, % 79
Figure 61. Distribution of Russia’s export freight traffic by recipient country, 2008-2010, % 80
Figure 62. Freight traffic index for major commodity groups exported by RF, January-June 2011 to January-June 2010, % 81
Figure 63. Distribution of import freight traffic in Russia by manufacturing country, 2008-2010, % 84
Figure 64. Import freight traffic index for major commodity groups, January-June 2011 to January-June 2010, % 85
Figure 65. Distribution of Russia’s foreign trade turnover (by the volume of cargo carried, excluding pipeline transport, via border crossings), 2010, % 86
Figure 66. Volume of foreign trade cargo carried by rail in Russia (export, import and transit traffic), 2007-2010, million tons 86
Figure 67. Dynamics of the volume of foreign trade cargo transportation by rail in Russia, 2010 versus 2009, % 87
Figure 68. Volume of export, import and transit cargo handled in Russian sea ports, 2007–2011, million tons 89
Figure 69. Structure of foreign trade cargo transshipped in Russian sea ports distributed by basins, 2010, million tons, % 89
Figure 70. Volume of liquid export cargo transshipments in Russian ports distributed by basins, 2009-2010 million tons 90
Figure 71. Volume of export dry cargo transshipments in Russian ports distributed by basins, 2009-2010, million tons 90
Figure 72. Volume of import dry cargo transshipments in Russian ports distributed by basins, 2009-2010, million tons 91
Figure 73. Volume of freight transportation by road between Russia and foreign countries, 2005-2010, million tons 92
Figure 74. Ratio between volumes of import and export cargo transportation on the market for international road transport, 2009-2010, % 93
Figure 75. Structure of containerized exports in Russia, 2010, % 95
Figure 76. Distribution of containerized export traffic from Russia in 2008-2010 by recipient country, % 98
Figure 77. Structure of containerized imports in Russia, 2010, % 99
Figure 78. Distribution of import container traffic to Russia by manufacturing country, 2008-2010, % 101
Figure 79. Dynamics of transshipment of Russian foreign trade cargoes in ports, 2005-2011, million TEUs 102
Figure 80. Dynamics of the Russian container market by the volume of foreign trade cargo handled in Russian and foreign ports, 2007-2011, million TEUs 103
Figure 81. Volume of containerized export, import and transit cargo handled in Russian sea ports, 2008-2010, thousand TEUs 103
Figure 82. Dynamics of container transshipment volume in Russian sea basins, 2010 versus 2009, % 104
Figure 83. Container transshipment volume in Russian sea basins, 2008 and 2010, thousand TEUs 105
Figure 84. Dynamics of container transshipment volumes (export, import, transit) in Russian sea basins, 2010 versus 2008, % 105
Figure 85. Distribution of transshipment of foreign trade container cargoes by Russian sea basins, 2010, % 106
Figure 86. Structure of traffic of large-tonnage containers carried by rail on international routes, 2007-2010, % 108
Figure 87. Value structure of the Russian container transport market by mode of transport, 2010, % 110
Figure 88. Dynamics of the amount of high quality warehousing space in Russia, 2008-2011, million m2 115
Figure 89. Amount of high quality warehousing space in Moscow, Saint Petersburg and Russian regions, 2008-2011, million m2 115
Figure 90. Regional structure of high quality warehousing space in Russia, 2010, % 116
Figure 91. Distribution of high quality warehousing space by Russian regions (excluding Moscow and the Moscow Region, Saint Petersburg and the Leningrad Region), June 2011, thousand m2, % 116
Figure 92. Dynamics of the amount of high quality commercial warehousing space in Russia, 2008-2011, million m2 117
Figure 93. Amount of high quality warehousing space in Moscow, Saint Petersburg and Russian regions, 2008-2011, million m2 117
Figure 94. Value of the Russian warehousing services market, 2008-2011, $ billion 118
Figure 95. Dynamics of the value of the warehousing services market, 2008-2011, RUB billion, % 119
Figure 96. Value of the market for services provided in high quality warehouses in Moscow, Saint Petersburg and Russian regions, 2008-2010, $ billion 119
Figure 97. Value of the market for services provided in high quality warehouses in Moscow, Saint Petersburg and Russian regions, 2009-2010, % versus the previous year 120
Figure 98. Dynamics of revenues of transportation and logistics companies operating in Russia in ruble terms, 2009 versus 2008, % 122
Figure 99. Revenues of the largest transportation and logistics companies operating in Russia, 2009-2010, $ million 123
Figure 100. Dynamics of GDP, industrial production and retail turnover in Russia, 2004-2010, forecast for 2011-2014, % 130
Figure 101. Forecast for growth of freight turnover of transportation companies by mode of transport, 2010-2014, billion tkm 133
Figure 102. Forecast for growth of the Russian freight transportation market by mode of transport (including revenues from transhipment in ports and airports), 2010-2014, RUB billion 134
Figure 103. Value structure of the Russian freight transportation market by mode of transport, 2014 (forecast), % 135
Figure 104. Forecast for dynamics of the amount of high quality warehousing space in Russia, 2008-2014, million m2 136
Figure 105. Forecast for growth of the amount of high quality warehousing space in Moscow, Saint Petersburg and Russian regions, 2011-2014, million m2 137
Figure 106. Forecast for dynamics of the value of the Russian warehousing services market, 2008-2014, RUB billion 137
Figure 107. Forecast for dynamics of the value of the Russian warehousing services market, 2008-2014, $ billion 138
Figure 108. Forecast for dynamics of the Russian market of transportation and logistics services, 2008-2014, RUB billion and % 138
Figure 109. Forecast for dynamics of the Russian market of transportation and logistics services, 2008-2014, $ billion and % 139
Figure 110. Forecast for growth of the Russian transportation and logistics services market segments, 2010-2014, RUB billion 140
Согласно данным исследования «Рынок какао-продуктов в России: исследование и прогноз до 2023 года», подготовленного маркетинговым агентством ROIF Expert, рынок какао-продуктов в России последние три года демонстрирует увеличение объемов как в стоимостном, так и в натуральном выражении.
Согласно данным исследования «Рынок шин и покрышек в России: исследование и прогноз до 2023 года», подготовленного маркетинговым агентством ROIF Expert, рынок шин и покрышек в России впервые поменял свою структуру. Так, если в предыдущие года основная доля российского рынка принадлежала отечественным производителям, то в 2019 году иностранные поставщики заметно увеличили свое присутствие и захватили 51% рынка шин и покрышек в России. Такая реструктуризация рынка связана прежде всего с сокращением выпуска шин и покрышек российскими предприятиями. В 2019 году отечественное производство показало сокращение на 10% к прошлогодним показателям.
Как Вы оцениваете текущее состояние рынка общественного питания? Оправдались ли Ваши ожидания с точки зрения операционных и финансовых результатов в 2018 году?