2018-2019中国智慧物流行业研究报告

•••••16.6% 16.0% 14.9% 14.6% 14.5% 13.7%14.2%14.7%15.2%15.7%16.2%16.7%20142015201620172018E1452 1836 2205 2790 3380 4070 4860 5710 26.4% 20.1% 26.5% 21.1% 20.4% 19.4% 17.5% 8%13%18%23%28%5001500250035004500550065002013201420152016201720182019E2020E市场规模（亿元） 增长率 1.24 1.71 2.31 2.93 3.58 4.21 4.82 37.9% 35.1% 26.8% 22.2% 17.6% 14.5% 0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%0.01.02.03.04.05.06.0201420152016201720182019E2020E市场规模（亿人） 增长率 101.9 79.5 97.3 100.8 126.6 99.2 121.6 126.6 -22.0% 22.4% 3.6% 24.2% 24.8% 25.0% 26.0% -25.0%-15.0%-5.0%5.0%15.0%25.0%35.0%0.020.040.060.080.0100.0120.0140.02016Q42017Q12017Q22017Q32017Q42018Q12018Q22018Q3快递业务量（亿） 增长率数据来源：中国国家邮政局、艾媒咨询数据来源：中国物流与采购联合会、艾媒咨询 51.6% 51.4% 51.8% 51.6% 51.0% 51.6% 51.1% 49.9% -0.4% 0.8% -0.4% -1.2% 1.20% -1.0% -2.4% -3.0%-2.5%-2.0%-1.5%-1.0%-0.5%0.0%0.5%1.0%1.5%48.5%49.0%49.5%50.0%50.5%51.0%51.5%52.0%2017Q12017Q22017Q32017Q42018Q12018Q22018Q32018Q4PMI指数 增长率 数据来源：艾媒咨询、中物联冷链委 1500 1800 2250 2550 3035 3780 4700 20.0% 25.0% 13.3% 19.0% 24.5% 24.3% 0.0%5.0%10.0%15.0%20.0%25.0%30.0%01,0002,0003,0004,0005,000201420152016201720182019E2020E 顾客发布需求，骑手接单配送 商家发布需求，骑手接单配送 全球领先的移动互联网产品对标分析平台