crossing borders e-commerce shows strong … borders e-commerce shows strong implications for china...
TRANSCRIPT
Accelerating success.
Accelerating success.
Crossing Borders E-Commerce Shows Strong
Implications for China Bonded Logistics Market
跨境电商强势推动中国保税物流地产市场
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A Surging Market 一个方兴日盛的市场
Cross-border e-commerce is gaining popularity in China, allowing consumers to
easily and directly shop online from merchants around world, with big tax savings,
improved logistics and assured consumer protection.
Total import-export sales for cross-border e-commerce
in China have seen a CAGR of 34.8% from RMB900 billion in
2009 to RMB4.0 trillion in 2014
0%
5%
10%
15%
20%
25%
30%
0
50
100
150
200
250
300
350
400
China US Japan UK
million pax
2012 2013 2014e* Growth from 2012 Growth from 2013
*Note: as of end-2014
Source: Payvision, Statista, CNNIC, Research, Colliers International, 2015
Number of Online Shoppers
China now has the world’s strongest online consumer base, with
the number of online shoppers reaching approximately 361
million in 2014, an annual increase of 19.7%, according to
industry research firms
A Surging Market 一个方兴日盛的市场
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• Rapid growth of Crossing Border E-Commerce supported by: 跨境电商快速增长的主要动因:
- Fast growing economy & Massive infrastructure investment
经济的高速增长及大规模基础设施投资
- Strong domestic consumption and retail sales
- 国内消费和零售销售强劲
- Innovation and competition in payment and delivery services
在线付费与快递服务的不断创新与竞争
- Rapid Development of E-Commerce in China (Right Figure)
既有的电商产业的快速发展(右图)
New Model Based Around Bonded Logistics 基于保税仓储发展的跨境电商模式
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Customer places an order via a government-affiliated platform, or is taken to a company’s website via this
platform, and then pays a fixed 10% import tax (in most cases), lower than typical import taxes.
This model requires the retailer to set up a customer service channel in China, with service in Chinese, to
handle returns and customer complaints.
The policy behind this model allows companies to store goods tax-free in a bonded warehouse in the free
trade zone of a pilot city, which then cuts the delivery time. The retailer does not pay tax until the product
leaves the free trade zone.
City Established Operation Area Market Player Main Product
Categories
Main Countries
of Origin
Shanghai 2012 China (Shanghai) Pilot Free Trade Zone Amazon, Yihaodian,
Tmall International
Baby Care,
Cosmetics, Apparel
and Accessory
Japan, Australia,
Korea, US
Hangzhou 2012 Hangzhou Bonded Logistics Center Tmall International,
JD.com, Q.city, SFHT
F&B, Apparel and
Accessory, Baby
Care, Cosmetics
Japan, Germany,
US, Netherlands
Guangzhou 2013 Guangzhou Baiyun Airport Bonded
Zone, Nansha Free Trade Zone
Tmall International Baby Care, Cosmetic,
F&B, Apparel and
Accessory
France, Japan,
US, Korea,
Germany
Ningbo 2012 Ningbo Free Trade Zone Tmall International F&B, Baby Care,
Apparel and
Accessory, Electronic
Devices
Netherlands,
Germany, Japan,
Korea
Zhengzhou 2012 Henan Bonded Logistics Center Tmall International N/A N/A
Chongqing 2012 Chongqing Xiyong Integrated Free Trade
Zone
Tmall International Baby Care, Health
Care, Cosmetics,
F&B
US, Australia,
Germany,
Netherland
Shenzhen 2014 Qianhai Free Trade Port Zone Tmall International N/A
N/A
Cross-border E-commerce Pilot City and Market Players
Source: Platform websites, Research, Colliers International, 2015
Key Bonded Logistics Market 中国主要保税物流市场
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Hefei
Wuhan
Guangzhou
Shanghai
Beijing
Tianjin
Shenzhen
Chengdu
Changsha
Chongqing
Source: Colliers International
• Yangtze River Delta (YRD)长三角
• Pearl River Delta (PRD) 珠三角
• Bohai Rim Region 渤海湾地区
• Inland logistics hubs 内陆物流中心
Site Selection Preference 跨境电商选址偏好
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Bonded Logistics zones which are close to airport container port are
expected to benefit.
Tenants like international retailers, e-commerce companies and third-party
providers operating in the cross-border e-commerce market.
Prime location, good proximity to downtown, as well as its well-developed
infrastructure zones will be highly attractive to those looking to enter this
market segment.
Occupancy by Region in the Shanghai FTZ as of end-2014
Futian FTZ
100%
Yantian FTZ
87%
Qianhai FTZ
90%
Future Trends 未来趋势
• For the foreseeable future, continued and sustainable demand for high quality bonded warehousing will
remain strong as China’s domestic and crossing border market expands. 在可预见的未来,由于中国内
需及跨境购买力的扩大,对高质量保税仓储持续的需求将继续保持强劲。
• For many MNCs, expanding their presence in the Chinese domestic market is their top strategic
objective moving forward.对许多跨国公司来说,扩大他们在中国国内市场的布局是他们的最高战略目标。
• Build to Suit (BTS) development is likely to increase. 定制开发很可能会增加。
• Older low quality warehouse buildings of inferior design are becoming obsolete as the market transitions
to high volume, timely, and efficient space utilization.陈旧的低质量仓库将变得过时,由于市场开始过渡
到着重高容量、及时、及有效的空间利用率
• As more Crossing border E-Commerce company/platform enters the market, the logistics property
environment will continue to mature, rental is likely to increase. 随着越来越多的跨境电商平台、公司进入
市场,物流地产环境将继续成熟,租金也可能会增加。
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Service Scope- Logistics Sector
• Logistics Site selection
• Leasing & Sales Negotiation
• Investment
• Sales & Lease back
• BTS Development
• Valuation report
• Market Study
• Proven track record with renowned multinational manufacturing firms
• Extensive network of contacts through Colliers RIG
• Transaction experience in China
• In-depth Market knowledge about China industrial real estate market
• Expertise in wide marketing campaigns (global, regional and local)
• Fully Integrated Motivated Team
• Strong Relationship with Local Government
Why Colliers?
For Further Information, Please contact
Ryan Chan +86 186 2037 3957 Email: [email protected]
Our Footprint in China
1.5 Billion
10 65 Colliers International China has
integrated the resources of real
estate experts in the country and
throughout the world to accelerate
the success of our clients.
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