海運からみた経済 - think GLOBAL, think HONG KONG 国際化への

国際化へのパートナー:香港
“think GLOBAL, think HONGKONG”
広東省香港合作展望分科会
Advantages of Pearl River Delta Plus
香港:中国と世界へのゲート
Hongkong: Gate to China & World
芦田 昭充
ASHIDA, Akimitsu
株式会社商船三井 会長
Chairman - Mitsui O.S.K. Lines
日本香港経済委員会委員長
Chairman - Japan-Hong Kong Business Cooperation Committee
商船三井の香港及び中国での事業展開(1)
Mitsui OSK Lines in HKG & China – Timeline (1)
Timeline (1)
香港代理店設置
Hongkong Agent Appointed
香港出張所設置
1901
Hongkong Liaison Office Opened
上海駐在員事務所設置
1901
Shanghai Representative Office Opened
1899
1952
1971
1984
1993
1995
香港駐在員事務所再開、香港代理店新規起用
Hongkong Representative Office Reopened with Appointment of New HKG Agent
香港駐在員事務所現法化〔MOLHK〕海運代理店業務自営化
Mitsui OSK Lines (HK) Ltd Incorporated as In-house Booking and Port Operation Office
物流・倉庫部門現法〔商船三井ロジスティックス(香港)〕設立
MOL Logistics (HK) Ltd Incorporated to start Logistics Services and Warehousing in HKG
船舶管理現法 香港に設立
New Asian Shipmanagement Co Ltd Incorporated in HKG
中国本土現法〔商船三井(中国)有限公司〕設立
MOL (China) Co Ltd Incorporated to Start In-house Booking and Port Operation in PRC
• 中国の輸出入窓口としての香港の時代 [HKG as Gate Port]
• 香港の海運EXPERTISEに着目・活用へ [HKG as Shipping
Cluster]
15 May 2012 "think GLOBAL, think HONGKONG"
- 2/8 -
商船三井の香港及び中国での事業展開(2)
Mitsui OSK Lines in HKG & China – Timeline (2)
Timeline (2)
1996
1999
1999
1999
2004
2004
2006
2009
MOLHKに中南米航路、アフリカ航路部門本社機能を移管
HQ Function for Latin America and African Liner Service Transferred to MOLHK
MOLHK、MOLASIAへ 社名変更と共にアジア地域本社機能を移管
MOLHK Renamed to Mitsui OSK Lines (Asia) Ltd to Undertake Asia Regional HQ
物流部門中国本土現法〔MLG China〕設立
MLG China Incorporated as Logistics Service Provider in PRC
システム開発現法〔MOL-IT〕香港に設立
MOL-IT, In-house IT Solution Provider, Incorporated in HKG
コンソリデーション・サービス現法〔MCS〕香港に設立
MOL Consolidation Services Ltd Incorporated in HKG to start consolidation services
北東アジア、中央アジアでのドキュメンテーション・サービス現法〔MOLIPS GZ〕中国に設立
MOL Information Processing Services Co Ltd Incorporated in PRC as In-house Shared
Service Provider for MOL Group Operation in North-East and Central Asia
コンソリデーション・サービス中国本土現法〔MCS China〕設立
MOL Consolidation Services (China) Ltd Incorporated in PRC to Start Consolidation
Services in Mainland China
香港現法再編拡充:コンテナサービス本社機能を移管
MOLASIA Reformed to Undertake Global HQ for Container Service
• 本社機能の移管先 [HKG as HQ Location]
• 地域本社→部門別世界本社 [Regional, Then, Divisional World HQ]
15 May 2012 "think GLOBAL, think HONGKONG"
- 3/8 -
商船三井:香港・中国 要員数変遷
Mitsui OSK Lines:Workforce Head Count
MOL’s Workforce: Head Count in HKG + Mainland & HKG Ratio
1800
100%
1600
1400
Head Count
1200
60%
Mainland Local
1000
Mainland Expat
40%
Hongkong Local
800
Hongkong Expat
600
20%
Hongkong %
Hongkong Ratio
80%
400
0%
200
0
-20%
'80
'85
'90
15 May 2012 "think GLOBAL, think HONGKONG"
'95
'00
'05
'10
'11
- 4/8 -
成長を支えた中国輸出貨物の増勢
Growth Based on Increase of China’s Export Cargo
5,514
4,588
4,036
3,883
3,510
3,323
3,030
2,900
2,974
4,000
2,787
6,000
3,849
7,488
8,000
6,431
% Ex Japan
7,369
% Ex China+HKG
10,000
8,971
Ex Japan
9,780
Ex China+HKG
12,000
13,134
13,092
13,392
80%
11,336
Ex ASEAN
11,308
Ex Others
14,000
12,872
16,000
14,407
Container Traffic ex Asia to USA (TEU ‘000)
14,240
アジア積米国向けコンテナ貨物量推移
70%
60%
50%
40%
30%
20%
2,000
10%
0
0%
'88 '89 '90 '91 '92 '93 '94 '95 '96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11
出典:日本海事センター(Piers)
15 May 2012 "think GLOBAL, think HONGKONG"
Source: Japan Maritime Center (Piers)
- 5/8 -
要約すると Summing Up the Advantages So Far
① 華南の物流・商流ハブ
Logistics & Trading Hub of Pearl River Delta
② 優れた港湾・物流施設
State-of-the-Art Terminals & Logistics Facilities
③ 英語人口の多さ、法務・金融・会計専門家層の厚み
English Language; Legal, Financial & Accounting Expertise
④ 中国、そして日本との地理的近接と交通アクセス
Proximity & Good Access to China, and also to Japan
⑤ 海運企業群の存在と関連専門サービス
Shipping Expertise
• 立地上の魅力は常に相対的、明日の需要に応えられるか?
Advantages are Always Relative, and Circumstances May
Change. How the Demands Will Be Tomorrow?
15 May 2012 "think GLOBAL, think HONGKONG"
- 6/8 -
将来像は?
Linear Development into Future, or Else?
• 長期的には、人口増加と経済成長の重心は西へ。
港湾取扱量はすでにシンガポールが凌駕
In the Long Run, Induced by Population, Centre of Economic
Growth May Move Westward. Port Traffic Volume Already
Overtaken by Singapore.
• 成長持続の鍵は貿易ハブ機能以上に、香港に本社機能を誘致
し引き留めうる知的労働力と専門的業務サービスクラスター
の強化、不利ではない税制や各種の規制、さらには健康的な
住環境と文化的蓄積が生む都市の魅力が必須
Further to Trading Hub Functions, Intelligent Workforce,
Versatile Professional Service Cluster, Competitive Taxation,
Transparent and Non-Rigid Regulations, Healthy Living
Environment and Cultural Charm of City Will Invite and Keep
HQ Functions in Hongkong.
15 May 2012 "think GLOBAL, think HONGKONG"
- 7/8 -
ご清聴ありがとうございます
Thank You Very Much