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1. DHL Asia Pacific and China StrategyFrank AppelShanghai, 11
July 2012
2. Asia: Most dynamic global growth regionFrank Appel |
Shanghai | 11 July 2012 Deutsche Post DHL | Page 2
3. Asia Pacific: An important growth engine for global GDP Asia
Pacific:A major driver Population: ~ 56% (3,871 mn) of the world
GDP: ~ 30% (EUR 14.77 trillion) Export: ~ 33% (EUR 4.84 trillion)
Dom. demand: ~ 30% (EUR 14.43 trillion) Asia Pacific: Asia Pacific:
Strong and stable growth rates Fastest global growth region GDP
growth (real) in % (yoy) Share of absolute GDP growth (2010-2015)
10 Forecast 9.8% APAC 5 13.7% Americas 48.8% 0 Europe 27.7% 2012F
2013F 2014F 2015F 2007 2008 2009 2010 2011 Other Source: IHS Global
Insight (Deutschland) GmbH, 2012 Frank Appel | Shanghai | 11 July
2012 Deutsche Post DHL | Page 3
4. in the centre of gravity for global trade Example: Air Cargo
& Containerized Ocean Freight IntraAsia Trade 32% of total
trade (2015) CAGR 7.4% *) Latin AmericaAsia 5% of total trade
(2015) CAGR 11.2% *) Middle East-AfricaAsia 9% of total trade
(2015) CAGR 7.6% *) More than 40% of global trade expected to
originate from three triangles of trade around Asia by 2015Source:
Seabury Cargo 2012; Air Cargo & Containerized Ocean Freight in
Metric Tons*) CAGR 2010-2015; for information: EuropeAsia: 13% of
total trade (2015), CAGR 6.4%; North AmericaAsia: 13% of total
trade (2015); CAGR 6.4% 2010-2015Frank Appel | Shanghai | 11 July
2012 Deutsche Post DHL | Page 4
5. DHL Asia: A strong contributor to the Group Revenue
20111)2): Asia Pacific 19% EUR 38.9bn Others Revenue 20111):
Revenue 20111): Revenue 20111): EUR 11.4bn EUR 10.9bn Asia Pacific
EUR 13.1bn Asia Pacific Asia Pacific 9% 30% 26% Others Others
Others Clear market leadership in No. 1 in air freight, No. 2
Market leader in contract Asian TDI in ocean freight logistics in
Asia1) External revenue = revenue generated by the divisions from
non-Group third parties; 2) incl. DHL FreightFrank Appel | Shanghai
| 11 July 2012 Deutsche Post DHL | Page 5
6. We are pioneers in Asia, continuously expanding operations
NOT EXHAUSTIVE1980 2000 2004DHL entered China through Central Asia
Hub DHL acquires 68% Todayan agency agreement with (Hong Kong)
stake in Blue DartSinotrans begins operations (India) New openings
1991 2003 2009 DHL Danzas Air & Ocean started DHL acquires DHL
opens domestic North Asia Hub, from a representative office stake
in Sinotrans transportation hub (supply Shanghai chain) in Shanghai
(Express) DHL established presence in DHL expanded into global
forwarding DHL established presence in Future China through Intl
Express and contract logistics segments dom. transportation
services Investments 1980 1990 2000 2005 2010 1986 2002 2007 DHL
established JV DHL acquires stake in Air DHL first intl provider
MegaHub, with Sinotrans Hong Kong of dom. airfreight Hong Kong
services in China (Supply Chain) 1998 2005 Danzas Z.F. Freight
Agency DHL inaugurates Oceania Co. established as a JV Hub at
Sydney Airport Source: DHL, DHL Business Strategy in China (ICFAI
Center for Management Research, 2004) Frank Appel | Shanghai | 11
July 2012 Deutsche Post DHL | Page 6
7. Key growth levers in Asia Improving connectivity,
facilitating trade growth Next day delivered everywhere in EU North
Asia Hub for Early bird Overnight Europe EXPRESS in Shanghai from
Pearl River Delta DHL is the most reliable and fastest Express
services provider in Asia GoWest Trans Pacific Flights Following
growth westward Intra-Asia andTrans-Pacific routesFrank Appel |
Shanghai | 11 July 2012 Deutsche Post DHL | Page 7
8. Continuously expanding in Asia New projects in Asia in
20121) New openings in China EXEMPLARY July 2012 Mumbai Shanghai
Distribution center for Life DHL Door-to-More direct Sciences &
Healthcare North Asia Hub distribution solution from Jun. 2012 Asia
to Europe Hong Kong (Global Forwarding) Supply Chain
Round-the-world-flight, Jun. 2012 MegaHub linking Hong Kong, Los
Angeles and Leipzig Shenzhen2) Hong Kong Mar. 2012 DHL Integrated
New International Service Center Logistics Center Jakarta May 2012
New multi-user warehouse December 2012 Jun. 2012 Hong Kong Shanghai
Direct flights from Hong Korea Airfreight Kong to Chengdu and Ho
LCL global forwarding hub bonded facility Chi Minh City Aug. 2012
(planned) expansion June 20121) Multitude of other investment
projects ongoing, for example upgrade and enhance capacity &
capability of AFR/OFR/RFR/multimodal products/facilities in
Mid-West China, furthermore upcoming launch of multi-national LCL
gateway in Korea; 2) Shenzhen Qianhaiwan Free Trade Port AreaFrank
Appel | Shanghai | 11 July 2012 Deutsche Post DHL | Page 8
9. China: Global hub and dynamic domestic marketFrank Appel |
Shanghai | 11 July 2012 Deutsche Post DHL | Page 9
10. China will remain the engine of the global economy until
2025 Real GDP Growth Origin of Growth 2010 2025 (Indexed 2010 =
100%) Origin of Absolute GDP Growth 300 (EUR bn) China 9,719 250
4,616 200 4,408 4,519 APAC w/o China 3,664 World 5,103 150 North
America (China) Europe 0 Europe RoW North APAC 2010 2015 2020 2025
AmericaSource: Copyright IHS Global Insight (Deutschland) GmbH,
2012Frank Appel | Shanghai | 11 July 2012 Deutsche Post DHL | Page
10
11. The China of tomorrow China in 2025 5 million buildings
Half of the worlds buildings constructed until 2025 50,000
skyscrapers The equivalent to constructing up to 10 New York cities
5 billion square meters of road will be paved Today its only half
of it and even less than in Germany Chinas urban population
increase by 350 m More than the population of todays United States
221 cities with more than one million people Europe has 35
todaySource: McKinsey Global Institute Preparing for Chinas urban
billion, 2009Frank Appel | Shanghai | 11 July 2012 Deutsche Post
DHL | Page 11
12. Logistics has a key role to play in Chinas development As
China continues on a path of globalization, logistics has a key
role to play: Help China integrate stronger with the global economy
by facilitating international and domestic trade flows Help
accelerate the pace of innovation with intelligent logistics
solutions Help international players to be successful in China and
support Chinese heroes in their quest for internationalization
Support shift to environmentally conscious business practices with
green logistics solutions Offer efficient logistics solutions as
key enabler of growthFrank Appel | Shanghai | 11 July 2012 Deutsche
Post DHL | Page 12
13. DHL Express in China:First foreign express company to enter
China in 1980 Key strategic growth levers High Potential Regions:
Southwest (Chengdu & Chongqing), central (DHL Sinotrans) cities
(Wuhan & Zhengzhou, Northeast Region (Dalian, Qingdao, Jilin,
Shenyang) >30 years of experience in China Covering >400
cities in China >110,000 customers Emerging industries: Appr.
6,000 employees Consumer electronics, Automotive, Healthcare,
>30% market share in time definite Engineering &
Manufacturing, Fashion international Specific Initiatives: Growth
initiatives targeted at specific industry sub-segments at city or
provincial level, e.g. Wedding Gowns from SuzhouFrank Appel |
Shanghai | 11 July 2012 Deutsche Post DHL | Page 13
14. DHL Global Forwarding in China:No. 1 Freight Forwarder in
the market Key strategic growth levers Continuous sector
development: Maintain strength in Hi-Tech and further expand into
Fashion & Luxury, Automotive, First foreign logistics company
to Life Sciences, Energy, Retail and Engineering & enter China
domestic airfreight Manufacturing market >35,000 customers
Expand customer portfolio: Around 3,000 employees From global
multi-nationals to fast-growing enterprises and local small- and
medium-sized Appr. 400,000 sqm of warehouse enterprises space
Deliver operational excellence: Enhance exception management and
complaint handling through one-touch initiativeFrank Appel |
Shanghai | 11 July 2012 Deutsche Post DHL | Page 14
15. DHL Supply Chain in China:Integrated logistics solutions
for key industries Key strategic growth levers Sector-focused
business development Leverage on global solutions with adaptation
to >25 years experience with domestic local requirements
transportation and distribution in China >4,000 employees Focus
on operational excellence and quality Around 200 customers
Continuous investment in IT applications and >600,000 sqm of
warehouse and warehouse footprint cross docking space 1) Talent
& people development Consultative selling and key account
management 1) including Hong Kong and TaiwanFrank Appel | Shanghai
| 11 July 2012 Deutsche Post DHL | Page 15
16. Recent investment: New North Asia Hub in Shanghai Opening
ceremony: 12 July 2012 Regional Express Hubs North Asia Hub
Shanghai in Asia Pacific at Pudong International (PVG) Central Asia
Hub Hongkong Seoul North Asia Beijing Hub Shanghai Delhi Taipei
Manila First-class Express hub Bangalore Bangkok Singapore Part of
multi-hub strategy in Asia Pacific Sydney Investment of US$ 175m
Auckland New capacity, greater flexibility and Hubs reliability for
guaranteed time-definite Regional Hubs delivery Commercial Air
HubsFrank Appel | Shanghai | 11 July 2012 Deutsche Post DHL | Page
16
17. Outlook for Logistics Service Providers in China There is
enormous potential for logistics services in China. But some key
challenges remain: Economy still growing faster than Chinas
logistics 1 infrastructure 2 Reliable policy framework for
logistics 3 Market fragmentation 4 Stringent regulations for
licensing, transport, customs 5 Strong demand for talentFrank Appel
| Shanghai | 11 July 2012 Deutsche Post DHL | Page 17
18. Our DHL strategy in a nutshell:Continuously increasing our
strength in China and beyond The importance of China and its growth
potential is huge (>25% of global GDP growth between 2010 and
2015). DHL is a pioneer in China and leading logistics provider in
the market (e.g. 40% market share in international express). We
continue expanding our presence in China by investing in
infrastructure, service excellence and sector management. The new
North Asia Hub in Express is an important milestone, strengthening
our leading position in the region substantially.Frank Appel |
Shanghai | 11 July 2012 Deutsche Post DHL | Page 18
19. DHL Asia Pacific and China StrategyFrank AppelShanghai, 11
July 2012