随着淘宝网“双十一”、“双十二”促销及其带动的京东、卓越等商城年底让利促销活动，使得“快递爆仓”新闻频频出现。电子商务及其消费快速增长给物流行业带来了巨大的挑战。对此，《环球时报》采访了供应链管理专家、交大安泰EMBA项目主任任建标老师。

文中，任建标教授指出，物流行业未来的发展需要全国性的网络、专业的管理以及资本。目前这个市场处于构建网络阶段。很多物流公司现在很难就市场剧烈波动做出反应，比如在年底，无法承受淘宝大规模订单的压力，所以现在这个行业需要进一步整合。在未来五年中，合并与并购将频繁发生，形成有专业管理、有竞争力的大集团。在这个市场上，私有和跨国公司将会有比较大的机遇，它们拥有更高的运营效率。任建标教授相信，大型私有公司会有一个非常广阔的未来。任教授还指出，越来越多的物流公司需要自己不断开设物流中心和雇佣员工，因此在未来5到10年，相信会有不少这类公司上市。随着越来越多人倾向网上购物，物流行业在面临挑战的同时，面临更大的机遇。拥有专业管理、高科技、优质服务的公司会在这个激烈的竞争中脱颖而出，立于不败之地。

全文转载如下：

E-commerce, consumption growth bring challenges to logistics sector

China’s logistics sector faces a number of challenges, while e-commerce boom and rising domestic consumption are helping to offset these challenges, KPMG China said in a report Tuesday.

Stimulating domestic demand is China’s focus, which creates a challenge for logistics to keep pace with industrial relocation within the country and the growth in domestic demand, according to the report.

A range of taxes and regulations are also among the challenges, said Wang Zhenhua, partner at KPMG China.

The sector is witnessing mergers and acquisitions (M&A), but their pace is not accelerating, as small operators continue to target smaller cities and it’s hard to get financing as well as people with skills and experience to handle acquisitions. Many companies still prefer organic growth, according to Wang.

"Finding the right niche and operating segment is critical to operate in this sector," he said.

"Future development of the sector will require nationwide network, professional management and capital. The market is at the stage of building network," Ren Jianbiao, EMBA project director and logistics professor at Antai College of Economics and Management of Shanghai Jiao Tong University, told the Global Times.

It is hard for the logistics companies to respond to huge fluctuations in the market demand, such as large-scale yearend promotions launched by Taobao Monday, so the sector needs consolidation, Ren said.

"M&A would occur in a large number within the next five years to form big groups with professional management and eliminate disorderly competition," Ren noted.

Private and multinational companies would have bigger opportunities in the market as they have higher operational efficiency, Ren said, adding that he was more confident of the prospects of the big private companies.

Companies need money to constantly open new logistics centers and recruit staff, so some would get listed in the next five to 10 years, Ren noted.

Despite the big challenges, China’s rapid development of e-commerce is creating new opportunities for the sector, as more Chinese consumers opt for online shopping and mail order shopping, according to KPMG’s report.

Companies with professional management, high technologies and better services would win the competition, Ren said.

链接：http://www.globaltimes.cn/NEWS/tabid/99/ID/688368/E-commerce-consumption-growth-bring-challenges-to-logistics-sector.aspx