1、 State of LogisticsAsia-Pacific Focus Report 2023From Warehouses to Last-Mile Delivery:E-commerce Trends,Opportunities and Challenges39%39%48%49%55%57%60%64%67%89%Cybersecurity threatsStricter regulationClimate disasterPolicy uncertaintyLower consumer demandSustained geopolitical turmoilHigher taxes
2、Energy crisisRising prices of raw materialsGlobal supply chain bottlenecks and trade/logistical disruptionFigure 1:Top risks to business growth in the next 12-18 monthsSource:Capgemini Research Institute,Global Investment Research,November-December 2022,N=2,000 respondents from unique organisationsN
3、avigating the post-pandemic landscapeLong-term dynamics remain compellingThe post-pandemic logistics sector faces various challenges in 2023 as it adapts to major macroeconomic upheavals.Central banks worldwide are grappling with unprecedented inflation levels and are attempting to control it throug
4、h a series of rate hikes.Additionally,energy prices remain high,and the Russia-Ukraine standoff shows no signs of ending.Although these risks are concerning for corporate leaders and may hinder business growth,the greatest worry is global supply chain disruptions.According to a December 2022 survey
5、from Capgemini Research Institute and Global Investment Research(Figure 1),supply chain leaders fear that disruptions will persist or worsen in the next 6-12 monthsa sentiment that was corroborated by new survey data from Coupa Software.Lower consumer demand and climate disasters were also identifie
6、d as significant concerns for 55%and 48%of respondents,respectively.However,these factors could be viewed as demand drivers and provide long-term benefits to the logistics sector.Despite the expected normalisation of rent performance in 2023,the logistics sectors strong fundamentals will ensure its