중국의 LTL(Less-than-truckload) 시장 : 점유율 분석, 산업 동향 및 통계, 성장 예측(2025-2030년)
China Less than-Truck-Load (LTL) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
상품코드:1692546
리서치사:Mordor Intelligence
발행일:2025년 03월
페이지 정보:영문
라이선스 & 가격 (부가세 별도)
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한글목차
중국의 LTL(Less-than-truckload) 시장 규모는 2025년에 995억 6,000만 달러로 추정되며, 2030년에는 1,379억 달러에 이르고, 예측 기간 중(2025-2030년) CAGR 6.74%로 성장할 것으로 예측됩니다.
중국 자동차 수출은 2023년 전년 대비 57.9% 증가해 시장 성장 견인
2022년, 제조업 최종 사용자 부문은 제조업의 생산고가 3% 증가하여 4조 8,300억 달러에 달한 것이 성장을 뒷받침했습니다. 생산과 수출 증가는 트럭 운송 산업이 국내 제조품의 시기적절한 배송과 유통을 확보하는데 중요한 역할을 하고 있기 때문에 로드 서비스 수요를 견인하고 있습니다.
중국은 2025년까지 천연가스의 연간 생산량을 205bcm에서 230bcm 이상으로 증가시켜 원유 생산량을 연간 2억톤으로 유지할 계획입니다. 중국은 'Made in China 2025' 산업 계획의 일환으로 의약품 산업을 개혁하는 의향입니다.
중국 LTL(Less-than-truckload) 시장 동향
제14차 5개년 계획 하에 청정에너지 인프라의 개발과 운수부문에 대한 투자가 성장을 견인합니다.
2023년 중국의 청정에너지 부문은 국가의 경제 확대에 크게 공헌했습니다. 재생가능 에너지원, 원자력, 에너지망, 전기자동차(EV), 철도를 포함한 청정에너지는 2023년에는 중국의 GDP의 9.0%를 차지하며 전년대비 7.2%에서 증가했습니다.
제14차 5개년 계획(2021-2025년)에 있어서 중국은 교통망 확대의 목표를 밝혔습니다. 2025년까지 철도를 165,000km, 민간공항을 270곳 이상, 도시지하철을 10,000km, 고속도로를 190,000km, 고수준 내륙수로를 18,500km로 하는 것을 목표로 하고 있습니다.
러시아 우크라이나 전쟁 중 중국 디젤 가솔린 소매 가격은 역사적인 고수준으로 치솟았습니다.
2023년 중국의 원유 수입량은 2022년 대비 11% 증가한 5억 6,399만 톤, 하루 당 1,128만 배럴이 되었습니다. 2024년 1-2월 원유 수입량은 전년 동기 대비 5.1% 증가한 8,831만 톤에 이르렀습니다. 이 증가는 먼저 싼 가격으로 원유를 구입한 것에 따릅니다. OPEC+ 그룹이 감산을 6월 말까지 연장한다고 결정했기 때문에 원유가격은 더욱 상승했습니다.
중국은 최근 세계의 원유가격의 변동에 맞추어 가솔린과 경유의 소매가격을 조정할 예정입니다.
중국의 LTL(Less-than-truckload) 산업 개요
중국의 LTL(Less-than-truckload) 시장은 단편화되고 있으며, 이 시장의 주요 기업은 CMA CGM 그룹(CEVA Logistics 포함), Deppon Logistics, SF Express(KEX-SF), Shanghai Aneng Juchuang Supply Chain Management, STO Express(Shentong Express)의 5개 기업입니다(알파벳순).
The China Less than-Truck-Load (LTL) Market size is estimated at 99.56 billion USD in 2025, and is expected to reach 137.9 billion USD by 2030, growing at a CAGR of 6.74% during the forecast period (2025-2030).
China's auto exports increased by 57.9% YoY in 2023, driving the growth of the market
In 2022, the manufacturing end-user segment experienced growth boosted by the manufacturing industry's output, which rose by 3% and reached USD 4.83 trillion. China's manufacturing production sustained its development in 2022, with high-tech manufacturing and equipment manufacturing posting robust performance. Moreover, in 2023, China remained the world's top manufacturing hub, achieving this feat for the 14th consecutive year. The rise in production and exports is driving the demand for road services as the trucking industry plays a significant role in ensuring the timely delivery and distribution of manufactured goods domestically. In 2023, China's auto exports surged 57.9% YoY to a record high of 4.91 million vehicles.
China is planning to increase its annual natural gas production from 205 bcm to more than 230 bcm by 2025 and maintain its crude oil production at 200 million tons annually. Moreover, the Chinese pharmaceutical industry is anticipated to register a CAGR of 12.2% by 2025. China intends to reinvent its pharmaceutical industry as part of the "Made in China 2025" industrial plan. Furthermore, major manufacturing firms will be fully digitized, and backbone enterprises in key industries will be smart by 2035.
China Less than-Truck-Load (LTL) Market Trends
Rising focus on developing clean energy infrastructure and transport sector investment under 14th Five-Year Plan driving growth
In 2023, China's clean energy sector significantly contributed to the country's economic expansion. According to Energy and Clean Air (CREA), China's investment in renewable energy infrastructure amounted to USD 890 billion, almost matching global investments in fossil fuel supply for the same year. Clean energy, including renewable energy sources, nuclear power, electricity grids, energy storage, electric vehicles (EVs), and railways, constituted 9.0% of China's GDP in 2023, up from 7.2% YoY. EV production grew by 36% YoY in 2023.
In the 14th Five-Year Plan (2021-2025), China revealed goals for expanding its transportation network. By 2025, high-speed railways will extend to 50,000 kms, up from 38,000 kms in 2020, with 95% of cities with populations above 500,000 covered by 250-km lines. The country aims to increase its railway length to 165,000 kms, civil airports to over 270, subway lines in cities to 10,000 kms, expressways to 190,000 kms, and high-level inland waterways to 18,500 kms by 2025. The primary objective is to achieve integrated development by 2025, emphasizing advancements in the transformation of the transportation system and its contribution to GDP.
China's retail diesel and gasoline prices were soared to historically high levels amid the Russia-Ukraine War
In 2023, China imported 11% more crude oil than in 2022, totaling 563.99 mn metric tons (MMT), or 11.28 mn barrels per day. This surge was due to increased global crude oil prices amid the Russia-Ukraine War, causing fuel prices in China to reach historic highs. In Jan-Feb 2024, crude oil imports rose by 5.1% YoY, reaching 88.31 MMT. This increase was driven by purchasing crude oil at lower prices earlier. Brent futures peaked at USD 97.69 in September 2023, fell to USD 72.29 in December, and rose to USD 84.05 by March 2024. The decision made by the OPEC+ group in March 2024 to extend output cuts until the end of June has further boosted crude prices. This move has raised concerns about global oil demand, as the group is reducing production by nearly 6% of world demand. The recent increase in crude prices may also dampen China's imports starting from H2 2024.
China plans to adjust retail prices for gasoline and diesel to align with recent shifts in global crude oil prices. The price hike reflects a tightening of global supply and a positive forecast for demand. According to NDRC, gasoline and diesel prices in China will increase by USD 28 per ton in 2024. Although there's expectation of declining demand for fuels, oil-based fuels will remain the primary choice until 2035.
China Less than-Truck-Load (LTL) Industry Overview
The China Less than-Truck-Load (LTL) Market is fragmented, with the major five players in this market being CMA CGM Group (including CEVA Logistics), Deppon Logistics Co., Ltd., SF Express (KEX-SF), Shanghai Aneng Juchuang Supply Chain Management Co., Ltd. and STO Express Co., Ltd. (Shentong Express) (sorted alphabetically).
Additional Benefits:
The market estimate (ME) sheet in Excel format
3 months of analyst support
TABLE OF CONTENTS
1 EXECUTIVE SUMMARY & KEY FINDINGS
2 REPORT OFFERS
3 INTRODUCTION
3.1 Study Assumptions & Market Definition
3.2 Scope of the Study
3.3 Research Methodology
4 KEY INDUSTRY TRENDS
4.1 GDP Distribution By Economic Activity
4.2 GDP Growth By Economic Activity
4.3 Economic Performance And Profile
4.3.1 Trends in E-Commerce Industry
4.3.2 Trends in Manufacturing Industry
4.4 Transport And Storage Sector GDP
4.5 Logistics Performance
4.6 Length Of Roads
4.7 Export Trends
4.8 Import Trends
4.9 Fuel Pricing Trends
4.10 Trucking Operational Costs
4.11 Trucking Fleet Size By Type
4.12 Major Truck Suppliers
4.13 Road Freight Tonnage Trends
4.14 Road Freight Pricing Trends
4.15 Modal Share
4.16 Inflation
4.17 Regulatory Framework
4.18 Value Chain & Distribution Channel Analysis
5 MARKET SEGMENTATION (includes market size in Value in USD, Forecasts up to 2030 and analysis of growth prospects)
