2006-2007 Research Report For China’s Post and Expres Post Industry Development Trend

发布时间：2007.4

摘要

1. Definition
It is the important Social Basic Infrasture that has played a key role in politics, economics, culture communication and people that has generated from that has over thousands of history till now.
Post enterprise meets consumers real or potential demand through market is the course of post selling, including market goals,tasks and  means.
Post market is where the post enterprise begins and ends.It contents customers’ real and potential postal demand.users are offered with postal communication service and other service products,and it shows the summation exchanging relationship of postal enterprises and users.
Through the market the products are exchanged with the consumers, which realize the value and usevalue, and necessarily followed the rules of market economy.but because of the service features; its mechanism is different from the material one.
Service by post products is in producing and selling the same time without indepent produce and circulation parts.the reasons why in the post market there are scant demand are as follows: 1.post enterprises have monopolized for long,which make the demands relatively met.2.communication and information changes are comparatively behind from the developed world,and the demand is less.3.transportation and logistics are not well developed.providing ability is so weak to meet the demand of users.population mobility is lower to less the over city communication.
China post products are not relaxed.But law of value is still in effect because price influences the supply-demand relations.the price comparison could stimulate the consume one product and restrain another.
2. Postal Industrial Points
For industrial points, is defined as public affairs and enterprise business among them that the enterprise business has faced the hard competition from market.
（1）   Public Business
　　Postal is unique business according to law, however for a lot of replacement products existed in the market and competition hard  for example information could be transferred via mail alternatively by telecom or internet. For internet the speed is the priority, the service price and service quality has the outstanding competition  for consumers has space to choose in telecom industry, the market competition will enhance the service quality for postal quality actively.
（2） Operation Business
It is not belong to China Postal Enterprise such as publishing, express, package, and savings and has a strong competition against other industry. However for a long time, postal has market the main channel for common postal and publishing business especially the newspaper covers the party newspaper and other relevant main channels.
Package is still in a very important position because it has the largest transport operation net and nowadays could send to personal hands.
Correspondence is the information transfer.nowadays most of the correspondence is governmental monopoly, which belongs to the complete molopoly; package is the transportation service which could easily be instead,so it belongs to
For the China opening service market, China’s Postal market structure is in the changing process as follows:
The strong competition between china and oversea multinational
New enterprise from national-hold enterprise envolve in the postal business change the traditional situation for China
China’s postal business is prepared to in the coorporation with the global logistic and so the change occurred for China’s business.
3. Definition and features of express post
Express is the carrier will transfer the target goods to the  for a fast transportation way to the target clients. The market base for exprChina’s express market could be divided into international express market and internal express market, among them the internal express market could be divided into city express market and over city express market
Internal city express business refers to the express that in the same city. Internal city time limitation could be defined as “defined by time”, “Defined by day”and “defined by another day”
Over city express could be defined as macro regional express and regional internal express.
In express business branches, air express is the most quickly developed and scaled.road and train express fell behind developing, at the low level.but in a few years, because of price and transportation net issues,the train express will be prior to air and road.ship express is still in sproud.in a very long period,it is mainly the foreign express enterprises control.
China express enterprises develop fast .the bulwark is not high,and many multinational enterprises immerge in,so the competition is very strong.
Express is business behavior and has already become phenomenon with globalization, trade entity, for a simple business behavior, the internal express cannot develop as fast as the international express.
The internal express will become the large  and wofe, network, service and technology as core competition, IT, Data, market as trend as need entity.
Research Profile
This report has generalized the industry development trend for postal and express, based on the detailed analysis for data mining and specific discussion, the report does explore the industry structure and competition frame and has already provide the key operational strategy and competition capability.
This report analyzes the postal development environment for postal industry:
Table 1   Postal and Express Industry Development Enviroment

The report includes the deference between postal and express markets as follow: postal and public business, postal express business, postal financial business, postal logistic, postal IT business, international postal business,express market(civil express,over city express,and over broad express)
The report generalize china’s postal and express investment situation, investment projects, investment situation and points and at last provide the risk analysis and suggestion.
The report analyzes the operation situation for main enterprise, financial situation, SWOT analysis and strategy analysis for the development. The main enterprise includes China Postal EMS, DHL, FedEx, UPS, TNT, CRE.
The report provides analysis to Beijing, Shen Zhen, Shanghai, Chong Qing, and Guangzhou.
In the end we analyze the international postal and put the attention to Japan, Korea, America, Germany, the U.K., France and the Netherland.

目录及图表

Chapter I. Introduction 15
ONE、Research Frame 15
（ONE）     Industrial Situation 15
（TWO）    Research Frame: 17
TWO、The development of post and express industry for the year 2006 18
（ONE） The development of post industry in 2006 18
 (Two) The development of express industry in 200621
Chapter II: Postal and Express Industrial Enviroment Analysis 23
ONE、. Macro Economics Enviroment 23
（TWO）macro-economic environment influences the express market 23
（TWO）macro-economic environment influences the express market 24
TWO、laws and regulations’ environment 25
（ONE）related industry policy 25
（TWO）industry management system 29
THREE、social cultural enviroment 32
（ONE）cultural issue  32
（TWO）geographic issue 32
（THREE）population issue 32
（FOUR）experts issue 33
（FIVE）credit issue 33
（SIX）recognized issue 33
FOUR、tech enviroment  34
（ONE）tech issue to post market 34
（TWO）post tech improvement in 2005 34
（THREE）post industry tech developing trend 34
FIVE、relavant industrial development 36
（ONE）logistics community and transportation contribution 36
 (Two) Transportation vehecles 37
（THREE）oil industry 37
（FOUR）information net contribution 37
Chapter Three  Post Market Situation 38
ONE、2000—2007 China post market development 38
（ONE）2000 china post development 38
（TWO） 2001 china post development 39
（THREE）2002 china post development  39
（FOUR）2003 china post development 40
（FOUR）2004 china post development 42
（FIVE）2006 china post development 43
TWO、post public business 44
（ONE）business scale and structure 44
 (TWO) Features 48
（THREE）supply and demand ananlysis 50
（FOUR）trend prediction 51
TWO、post express business 52
（ONE）scale and structure 52
（TWO）business feature 53
（THREE）supply analysis 54
（FOUR）trend prediction 56
THREE、post financial services 58
（ONE）business scale and structure 58
（TWO）business feature 62
（THREE）supply and demand ananlysis 62
（FOUR）trend prediction 63
FOUR、post logistics business 65
（ONE）business in general 65
（TWO）business scale 66
（THREE）post logistics development SWOT ananlysis 67
（FOUR）business feature  68
（FIVE）supply and demand ananlysis 69
（SIX）trend prediction 70
FIVE、post information business 71
（ONE）scale and structure 71
（TWO）Business feature 73
（THREE）trend predict 74
SIX、stamp collection 74
（ONE）business scale and structure 74
（TWO）business features 75
（THREE）supply and demand ananlysis 75
（FOUR）trend prediction 76
SEVEN、international post business 77
（ONE）business scale and structure 77
（TWO）trend prediction 79
Chapter 4   Express Market Complexion 80
1． General Complexion of Express Market  80
（ONE）business scale and structure 80
（TWO）business features 82
（THREE）supply and demand ananlysis 83
 (FOUR) Competition structure 83
（FIVE）trend prediction 86
2. Intercity Express Business 87
（ONE）Market Volume and Structure 87
（TWO）Market Characteristics 88
（THREE）Competition Structure 89
（FOUR）Trend Forecasting 89
3. Heteroplace Express Operation 90
（ONE）Market Volume and Structure 90
（TWO）Market Characteristics 90
（THREE）Competition Structure 91
（FOUR）Trend Forecasting 92
FOUR、International Express Service 93
（ONE）Market Volume and Structure 93
（TWO）Market Characteristics 95
（THREE）Competition Structure 96
（FOUR）Trend Forecasting 96
Chapter 5   The Investment in Post and Express industry 98
ONE、The Current Industry Investment 98
（ONE）Theoretic Analysis of Investment 98
（TWO）The General Investment Situation 100
（TWO）The Circumstances of Main Investment Projects 101
TWO、The main body and features of industry investment 102
（ONE）Investment Situation of National Capital 102
（TWO）The situation of foreign investment 104
（THREE）The situation and features of private capital investment 105
THREE. Distribution of investment areas 110
FOUR. Investment profits 110
 (ONE) Investment profits of post industry 110
 (TWO)Investmetn profits of express industry 111
FIVE. Investment prospects and risks 112
 (ONE) Post industry 112
 (TWO) Express industry 113
SIX、investment suggestion 114
（ONE）for china post system investment suggestion 115
（TWO）suggestion for china post listed 116
（THREE）The suggestion to establishing postal saving 119
（FOUR）Suggestions to Post Logistics 119
（FIVE）Suggestions to Stamps Collection Business 120
Chapter Six The Mangement Status of Leading Enterprises 122
ONE. China Post EMS 122
 (ONE)The Management Situation 122
 ( TWO ) Management Circumstances 122
（THREE） The Analysis of Advantages and Disadvantages 124
（FOUR）Development Strategy 126
TWO、DHL 127
（ONE）The Brife Introduction of Institution Development  127
 ( TWO ) Management Circumstances 128
（THREE）The Analysis of Advantage and Disadvantage 129
（FOUR）Development Strategy 130
THREE、FedEx 132
 ( ONE ) The Brief Introduction of Institution’s Development 132
 ( TWO ) Running Circumstances 133
 ( THREE )  Advantage Analysis 133
（FOUR）Development Strategy 134
FOUR 、Sinotrans Air 135
 ( ONE ) The Brief Introduction of Institution’s Development 135
 ( TWO ) Running Circumstances 136
 ( THREE )  Advantage Analysis 137
（FOUR）Development Strategy 138
FIVE、UPS  139
 ( ONE ) The Brief Introduction of Institution’s Development 139
 ( TWO ) Running Circumstances 140
 ( THREE )  Advantage Analysis 141
（FOUR）Development Strategy 141
SIX 、TNT 144
 ( ONE ) The Brief Introduction of Institution’s Development 144
 ( TWO ) Running Circumstances 144
 ( THREE )  Advantage Analysis 146
（FOUR）Development Strategy 146
SEVEN 、ZJS Express 148
 ( ONE ) The Brief Introduction of Institution’s Development 148
 ( TWO ) Running Circumstances 148
 ( THREE )  Advantage Analysis 149
（FOUR）Development Strategy  149
EIGHT、 CAE (China Air Express) 149
 ( ONE ) The Brief Introduction of Institution’s Development 149
 ( TWO ) Running Circumstances 150
 ( THREE )  Advantage Analysis 150
（FOUR）Development Strategy 151
NINE、China Railway Express (CRE) 152
 ( ONE ) The Brief Introduction of Institution’s Development 152
 ( TWO ) Running Circumstances 152
 ( THREE )  Advantage Analysis 153
（FOUR）Development Strategy 156
TEN、Ponyex 156
 ( ONE ) The Brief Introduction of Institution’s Development 156
 ( TWO ) Running Circumstances 157
 ( THREE )  Advantage Analysis 157
（FOUR）Development Strategy 158
ELEVEN 、 Shanghai Yuantong Express Co., Ltd. ( YTO Express) 158
 ( ONE ) The Brief Introduction of Institution’s Development 158
 ( TWO ) Running Circumstances 159
 ( THREE )  Advantage Analysis 160
（FOUR）Development Strategy 160
TWEVEL 、SF Express 160
 ( ONE ) The Brief Introduction of Institution’s Development 160
 ( TWO ) Running Circumstances 160
 ( THREE )  Advantage Analysis 161
（FOUR）Development Strategy 162
THIRTEEN 、ZOC Express 162
 ( ONE ) The Brief Introduction of Institution’s Development 162
 ( TWO ) Running Circumstances
 162
 ( THREE )  Advantage Analysis 163
（FOUR）Development Strategy 164
FOURTEEN、BEIJING EASTERN EXPRESS SYSTEM CO.,LTD 164
 ( ONE ) The Brief Introduction of Institution’s Development 164
 ( TWO ) Running Circumstances 165
( THREE )  Advantage Analysis 166
（FOUR）Development Strategy 167
Chapter 7   Analysis of Regional Post and Express Delivery market 168
1. Special Investigation in Express Delivery Markets of Four Cities 168
 (ONE)Major post way 168
 (TWO) High salary and high education people are the major customers of express 168
 (THREE)Major reasons of EMS are timely receiving and timely dilivery 169
2. Beijing 170
 (ONE)Situation of postal industry 170
 (TWO)Situation of express market 173
3. Shenzhen 174
 (ONE)Situation of postal industry 174
 (TWO)Situation of express market 175
4.  Shanghai  176
 (ONE)Situation of postal industry 176
 (TWO)Situation of express market 176
5.  Chongqing 177
 (ONE)Situation of postal industry 177
 (TWO)Situation of express market 178
Chapter 8  Comparision of and References from   International Post and Express Industries 179
1. Industry Manangement System 179
 (ONE)Post industry 179
 (TWO)Express 186
2. Technology Level 186
3. Market Complexion 187
 (ONE)Open market is big trend 187
 (TWO)New Zealand post opens to face the competition 188
 (THREE)Korean post based on finance to accelerate the development 188
 (FOUR)Japanese post accelerates the pace of privatization 188
 (FOUR)World post has vast room for development 189
4. Organization Operations 190
 (ONE)Enterprise operation is the core content of post reform  190
 (TWO) Major modes of enterprise operation  190
 (THREE) Revelation of successful cases of Europe 192
 (FOUR) Development of post finance business in three countries of Europe 193
 (FIVE)Operation of world top nine express corporations 195

Table 1   Postal and Express Industry Development Enviroment 17
Table 2 post business total amount from 2003—June, 2007 19
Table 3 china post all services revenue increase in 2004 19
Table 4 post services done situation in 2004 19
Table 5 china post international service increase in 2005 20
Table 6 Fixed asset and investment from 2004 to June, 2007 21
Table 7  china express market business scale from 2002-June, 2007 21
Table 8 Three steps of postal system reform 26
Table 8 post system reformation plan in 2006 27 
Table 10  post accounting reformation measures 27
Table 11  post monopoly services in three trends  30
Table 12 post and express supervison system developing trend 31
Table 13 china post scale and communication ability in 2000 38
Table 14 china post business development situation from 1999 -- 2000  38
Table 15 China post business income structure in 2000  39
Table 16 china post business volume from 2002--2003 40
Table 17 china post communication ability in 2003  40
Table 18 china post service level in 2003 41
Table 19 china post business development compare in 2002 and June, 2007 41
Table 20 main post index from 1999--2007 42
Table 21 china post business development compare in 2003 and 2004  42
Table 22 post business situation from 1999 to 2007  44
Table 22 china post correspondence market scale and increase situation from 1999—June, 2007 45
Table 24 china correspondence revenue from 1999--2006 45
Table 25 china civil and business correspondence compared ratio from 1999 to 2006 46
Table 26 china post package revenue from 2003—June, 2007 46
Table 27 china package structur in 2004 47
Table 28 package income increase in 2004  47
Table 29 china post newspaper and magazine income from 2003—June, 2007  48
Table 30 china post correspondence services 48
Table 31 big customers’ mails take 2/3 in total amount in 200449
Table 32 civil and business correspondence features compared 49
Table 33post express revenue from 2003--2006 52
Table 34 china post express market structure from 2003—June, 2007 53
Table 35 china post express market structure in 2004 53
Table 36 express pattern recoganized by Beijing,shanghai citizen in 2004 55
Table 37 china post express EMS recoganized level by citizens 55
Table 38 EMS internal and external income in 2004
55
Table 39  EMS internal and external income in 2006 56
Table 40 post saving balance from 2003—June, 2007    (unit:100million) 59
Table 41 post saving shares in june, 2006 59
Table 42 post saving green card business over provinces and cities from 2003—June, 2007 60
Table 43 china post wertern union revenue from 2003—June, 2007 60
Table 44   international e-exchange advantages and disadvantages  61
Table 45 post department suggrogate insurance situation in 2004  61
Table 46 current post department suggrogate business 61
Table 47 wertern union advantages and disadvantages 63
Table 48 four kinds of balance scale 64
Table 49  post green cards project in three periods  64
Table 50 china post logistics revenue from 2002—June, 2007 67
Table 51  post development logistics four advantages 67
Table 52 post logistics disadvantages in development 68
Table 53 post development logistics opportunities and threats 68
Table 54 provincial post logistics service 69
Table 55 china post suggrogate telecom from 2003—June, 2007 72
Table 56 china post suggrogate telecome business income structure in 2006  72
Table 57 information platform and value adding telecome business by china post in 2004  72
Table 58 china stamp collecting business revenue from 2002—June, 2007 75
Table 59 post export international,including hongkong,macao,Taiwan,services revenue from 2003—June, 2007 78
Table 60 post structure international,including hongkong,macao,Taiwan,services revenue in 2006  78
Table 61 china internal express market structure from 2002 to 2007(100million) 80
Table 62 china internal citizens express market structure from 2002 to 2007 (100million) 81
Table 63. Market structure of domestic express from 2002 to 2007 81
Table 64. Market structure of civil express from 202 to 2007 82
Table 65  citizen recoganition for different types of express 83
Table 66 china international express market share changes ratio from 2001 to June, 2007 84
Table 67 china civil express market scale and change from 2002 to 2007 (100million) 87
Table 68 china over cities express market change from 2002 to 2007(100million) 90
Table 69 civil express and over city express market increase ratio and developing trend from 2003 to 2007  91
Table 70  civil express and over city express market scale and trend from 2002 to 2007 91
Table 71 over city express market share in 2004 92
Table 72 civil express also do over city business share 92
Table 73 the change of international express market in China from 2002 to 2007  94
Table 74 the competition structure in international express market in China in 2006  94
Table 75 the occupancy of non-express companies and EMS in international express market in China in 2006  94
Table 74 the international express market shares of express companies in China in 2006 96
Table 77 the investment scale of China Post from 2002 to 2007 ( 100million) 100
Table 78 the investment structure of China Post in 2006 ( 100millionRMB) 101
Table 79 Investment Situation of National Capital in Postal Industry from 2003 to June, 2007 103
Table 80. Anlaysis on advantages and disadvantages of rivals 109
Table 80. Distribution of oversea investment in China in 2004 110
Table 80. Distribution of private investment in China in 2004 110
Table 83. Major economic indexes from 1999 to 2007 111
Table 84. Income of major investors of China’s express in 2004 (100 million RMB)  112
Table 85. Growth of major post service from 2004 to 2008 113
Table 86. Growth of international post service from 2004 to 2008 113
Table 87. Market scale and growth trend of China’s express from 2002 to 2007 114
Table 88. EMS income from 2003 to June, 2007 123
Table 89 the market structure of China post and express market  123
Table 90 the service structure of China post EMS 123
Table 91 DHL came from serval merging activities 127
Table 92 the regional distribution structure of DHL in China 127
Table 93 the global data of DHL 128
Table 94 The saleroom of DHL in China mainland and Hongkong from 2003 to June, 2006 129
Table 95. Global statistics of FedEx 132
Table 96. Income of FedEx in China from 2003 to June, 2007 133
Table 97sinotrans core business introduction 135
Table 98 the income of Sinotrans Air Stock Co. Ltd from 2003 to June, 2007  136
Table 87 net profit of Sinotrans Air Stock Co. Ltd from 2003 to June, 2007 137
Table 100  UPS’s main data 139
Table 101 the income of UPS business’s distribution charateristics 140
Table 102 the business income of UPS in 2004 which is divided in transportation manners. 140
Table 103. the income of UPS’s business in China from 2003 to June, 2007  140
Table 104 TNT’s business types distribution in the world (net profit) 144
Table 105 Regions of TNT in the world 145
Table 106 TNT’s business types distribution in the world (running profit) 145
Table 107  TNT Express’s turnover in China from 2002 to June, 2007 146
Table 108  takings of ZJS from 2003 to 2005  148
Table 109 saleroom of CAE from 2002 to June, 2007 150
Table 110  CRE’s business circumstances 152
Table 111.  CRE’s turnover from 2002 to June, 2007 153
Table 112  acreage of new establishments and continuation to logistics of CRE  153
Table 113 The change diagram of Ponyex’s turnover from 2003 to June, 2007  157
Table 114 YTO’s network diagram 158
Table 115he change diagram of YTO’s turnover from 2003 to June, 2007 159
Table 116 the change diagram of SF’s turnover from 2003 to June, 2006 160
Table 117 the change diagram of ZOC’s turnover from 2003 to June, 2007 162
Table 118 EES’s structure 164
Table 119 the change diagram of EES’s turnover from 2003 to June, 2007 165
Table 120 most using ways by citizen post 168
Table 121 EMS main consumers 169
Table 122 why choose EMS 169
Table 123 express focused by consumers 170
Table 124  beijing post construction investment in the tenth five years plan 172
Table 125  beijing post construction investment capital source in the tenth five years plan 173
Table 126 beijing express market scale and increase from 2004 to 2008 174
Table 127 chongqing post revenue from 2002 to June, 2007  177
Table 128 international post industry three control framework modes  179
Table 129  asian and percific ocean region post reform features 183
Table 118 austrilian post before and after reform 184