Logistics and warehousing has become private eyes of the "meat and potatoes"

Beijing on August 24 news, Reuters wrote that today, with the vigorous development of China's e-commerce industry, logistics and warehousing market demand also will surge in the size of the market in 2015 has reached 1 trillion yuan, and still great room for future growth. It is against this background, the Warburg Pincus Group, Carlyle Group, a private equity-funded institutions are all eyeing a piece of fat, trying to win a share from the rapid development of Chinese logistics and warehousing markets.

In 2009, the US private equity giant Warburg Pincus Group (Warburg Pincus) put eyes on China's logistics industry, the number of Boston was a city of modern storage facilities, storage facilities more than the combined populations of the world's most countries.

However, as Chinese consumers have joined the online shopping frenzy, appliance manufacturers, courier companies and Ali Baba and the Jingdong electricity supplier giant surge in demand for warehousing industry, leading the industry appears briefly outstrip supply, and warehousing and logistics industry also ushered in a massive investment boom.

The world's leading real estate services agency Jones Lang LaSalle (Jones Lang LaSalle) said that since 2013, the Carlyle Group (Carlyle Group), Canada Pension Fund Investment Corporation (hereinafter referred to as "CPPIB") and Warburg Pincus Group, and other well-funded investment The company has a total investment of China warehousing industry $ 12 billion.

Warburg Pincus Group, Southeast Asia business unit Jeffrey Perlman (Jeffrey Perlman) said: "We felt at the time, although in the US city of Boston sizeable, but in the long term, China's modern storage area should be far more than the size of Boston. "Perlman also focuses on real estate investments across the region.

He added, "We believe that as China's economy from a manufacturing to a service-based economy and the consumer, eventually you need somewher to store goods, we gamble it is this transformation."

According to market research firm iResearch estimates that the second quarter of 2016, despite China's economic growth hit its lowest point in 2008 to 2009 since the global financial crisis, but online shopping sales are showing rapid growth momentum is expected to 2018 reached 7.5 trillion yuan (about 1.13 trillion US dollars), twice in 2015.

According to iResearch and China National Bureau of Statistics, a steady increase in online retail share of China's total retail sales, it has now reached 12.6%, is expected by 2018 this proportion will reach 17%. In contrast, the second quarter of 2016, the electricity supplier sales accounted for 8.1% of total US sales, once again highlighted the rapid penetration of online sales in China. In China, more and more high-income consumers are accustomed to smartphone purchase home appliances, clothes, flowers and other sorts of goods from the Internet.

As another middle-class fast-growing Asian countries, India also saw the same trend, the country's logistics also attracted a lot of investment. CPPIB Asia real estate business executives Jim Martin (Jimmy Phua) said: "These changes are structural adjustment, of course, competition has intensified investors and other managers will see continued growth in this industry will usher in... "

Scale Chinese logistics market reached 1 trillion yuan in 2015, mainly due to substantial growth in storage spending. CPPIB Chinese logistics market has so far invested $ 2.6 billion. Warburg Pincus is eligible for a dealer has become one of China's largest logistics service providers, including Jingdong customer e-commerce company. According to Thomson's IFR Reuters reported that a dealer may be implemented in the 2016 IPO (initial public offering), it plans to raise $ 1 billion.

Real estate consultancy DTZ Cushman & Wakefield is expected in 2020, China storage area will be 10% annually. Carlyle Asia Real Estate Business executives Jason Lee (Jason Lee) said: "The Chinese e-commerce growth rate far exceeds its GDP growth rate, which is the main driving force to promote the logistics industry needs."

Carlyle Group is eligible to invest assets of China Logistics Holding in July this year has just been implemented in Hong Kong IPO, to raise funds $ 459 million, the company plans to invest 2.1 billion yuan in 2016, the new multiple storage centers, increased 1.1 million square meters of warehousing area.

China Logistics Assets Holding wrote in IPO prospectus, the company plans to invest $ 1.8 billion in 2019, the new 34 logistics centers and 4.5 million square meters of warehouse space.