2015 Where Will The Logistics Industry Go For Industrial Upgrading?

Back in 2014

In 2014, in the face of the complex and changeable market situation, the logistics industry actively adjusted and responded, accelerated the pformation and upgrading, and actively adapted to the "new normal" of economic development. The overall operation maintained a strong resilience.

He Liming pointed out.

Specifically, the logistics industry in 2014 showed the following characteristics.

1, the industrial status has been significantly improved, and the policy environment has been improved.

In September 12, 2014, the medium and long term plan for the development of logistics industry (2014 - 2020) (hereinafter referred to as "medium and long term planning") was officially released.

This is another programmatic document guiding the development of logistics industry since the introduction of the logistics adjustment and revitalization plan in 2009.

The medium and long term plan defines the logistics industry as a basic and strategic industry supporting the development of the national economy. It is an important symbol of the further upgrading of the logistics industry status.

Meanwhile, relevant departments have issued a series of policy documents to support the development of the logistics industry, providing a good policy environment for the healthy development of the logistics industry.

For example, the national development and Reform Commission supports the cold chain logistics, grain logistics, public information platform and logistics integrity construction. The national demonstration logistics park project has completed the preliminary design; the Ministry of pport attaches importance to the construction of logistics corridors, continues to carry out the pilot project of lifting and hanging pport and facilitate the work of urban distribution, actively promotes vehicle standardization; the Ministry of commerce continues to carry out the pilot project of urban joint distribution, standardization of trade and logistics, and the coordinated development of e-commerce and express delivery; the Ministry of industry and information technology strengthens the guidance of logistics information and promotes the logistics supply chain; the State Post Office fully opens the domestic parcel express market, simplifies the qualification examination and approval of express products, etc.

2, the growth rate is at a high level, and the demand structure is steadily adjusted.

He Liming said that the total social logistics in 2014 will exceed 210 trillion yuan, an increase of about 8% over the same period last year. The added value of the logistics industry will exceed 3 trillion and 400 billion yuan, an increase of 9% over the same period last year. The growth rate of two indicators has slowed down slightly compared with 2013, but it is still higher than the GDP growth rate of the same period, and is in the middle and high speed growth range.

The total cost of social logistics will exceed 9 trillion and 700 billion yuan, an increase of about 8% over the same period last year, and the growth rate will continue to decline slightly.

The ratio of total cost to GDP is about 17%, which indicates that the quality and efficiency of the logistics industry have been improved.

At the same time, logistics demand for steel, coal, cement, nonferrous metals and other means of production further slowed down, and import and export trade remained weak.

In 2014, the turnover of railway freight was expected to drop by about 6%, and the growth rate of cargo throughput and foreign trade cargo throughput of ports above Designated Size dropped by 4.1 and 3.8 percentage points respectively.

The contribution rate of final consumption to economic growth has continued to rise, and the demand for consumer goods, such as e-commerce logistics and cold chain logistics, has maintained rapid growth.

3, capital and technology double wheel drive, the market tends to be concentrated.

In 2014, capital intervention intensified.

Electronic commerce logistics, express express, logistics, real estate, cold chain logistics and other segments of the market has become a hot spot for investment.

For example, industrial real estate, CITIC fund, Fosun Group and other industrial capital increase logistics real estate investment, Vanke and other real estate enterprises also enter the logistics market.

The "access license for railway pportation enterprises" is issued to encourage social capital to invest in railway construction and operation.

At the same time, technology continues to promote industry change.

Logistics enterprises have been "touching the net".

For example, Sinop launched the "shipping booking network" to enter the field of logistics business.

Good luck Bao, many cars, Che Wang and so on a batch of vehicle cargo matching APP (application) system is highly praised by the capital, the centralized on-line more than 50.

The trend of replacing people with machines is increasingly obvious.

Automated, stereoscopic warehouse, automatic sorting equipment, intelligent logistics equipment and other mechanized, automated, intelligent equipment entered a rapid development period.

In addition, market concentration has steadily increased.

According to He Liming, as of the end of 2014, the number of A-level logistics enterprises in China has exceeded 3000, of which nearly 200 are 5A enterprises.

Express, electricity providers, LTL, medicine, logistics, real estate and other sub logistics market brand concentration, enterprise concentration, market intensive trend further emerged.

4, platform integration, industry convergence, business mode reform and innovation.

He Liming said: "platform thinking has changed the traditional mode of operation."

In 2014, the park base platform, road freight platform, e-commerce logistics platform, logistics financial platform and so on surged, and various organizational patterns, management modes and business models innovation became a hot spot.

In the field of highway freight, vehicle and cargo matching platform integrates freight and vehicle sources, and introduces freight Taobao and drop taxi mode.

Yi Liu Technology launched the "cloud platform" mode to integrate more than 300 thousand social vehicles.

In the field of warehousing and storage, China national savings Corporation and pls set up a joint venture to explore the mixed ownership mode.

Waigaoqiao logistics center promotes the new mode of supervision.

Professional express, electricity supplier, cold chain logistics park try to establish industrial ecosystem.

In the field of railway freight pport, with the reform of railway freight pport, the more than 4000 railway stations of the national railway will accept the scattered goods and send more than 70 thousand tons of goods.

At the same time, the industrial linkage integration is also deepening.

Logistics industry and manufacturing, commerce and finance, and other "multi industry linkage", the level of industrial cooperation from the pport, warehousing, distribution business to centralized procurement, order management, circulation processing, logistics finance, after-sale maintenance, warehousing and other value-added value-added services, personalized innovation services extended.

5, the development of interconnection and integration, and further optimization of regional logistics.

As the "one belt and one way" strategy has attracted worldwide attention, infrastructure interconnection has achieved remarkable results.

In 2014, logistics park, logistics center and other infrastructure remain the focus of local government support.

International freight trains are speeding up integration, and 3 central and Eastern Railway passages in West, central and East are stepping up construction.

The construction of national logistics corridor began to optimize regional logistics corridor network layout.

Anji logistics, long-term logistics, China Railway special goods and other enterprises actively promote the development of automobile railway logistics and RO ro logistics.

New progress has been made in multimodal pport such as drop and pull pport and sea rail multimodal pport.

At the same time, in accordance with the strategic requirements of regional development, the 3 major regional customs clearance integration reforms in Beijing, Tianjin, Yangtze River Economic Zone and Guangdong region have been implemented in an all-round way.

Beijing, Tianjin and Hebei signed three logistics cooperation agreements to promote the coordinated development of the logistics industry; the Yangtze River economic belt started the construction of comprehensive three-dimensional pportation corridors, and improved the comprehensive regional pportation system; Zhengzhou and Wuhan started the construction of regional logistics centers, and improved the logistics basic conditions and policy environment.

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Besides,

Layout has also become the key strategy of major logistics enterprises.

For example, Alibaba, Shun Feng, Tantong and other electric and express enterprises cooperate with overseas express postal enterprises to open up the global logistics market and test the cross border electricity and logistics businesses.

COSCO logistics, Sinop shares and other large logistics enterprises have also maintained the dominant position in the field of engineering logistics. Following the "going out" of domestic construction enterprises, we have made positive progress in logistics strategic resources such as ports and parks.

He Liming pointed out: "we should also see that the overall market environment of logistics is more severe, business operations are still difficult, and there is still much room for inter industry cooperation."

At the same time, the government's policy to support the development of the logistics industry needs to be implemented. There are no substantial improvements in the issues such as more approvals, high fees, difficult roads and heavy taxes.

All these have posed severe challenges to the pformation and upgrading of the logistics industry under the new normal and healthy development.

Grasp the new trend of logistics development in 2015

"China is a large logistics country, but not a powerful logistics country. It has high cost, low efficiency, low level of intensification, insufficient industrial support, and weak soft power such as integrity, standards, talents, safety and environmental protection. It can not meet the needs of international competition in modern logistics."

He Liming pointed out that at present, we should grasp the new trend of the development of logistics industry.

From the perspective of logistics demand, with the terminal consumers as the object, personalized and diversified logistics experience has become the core demand of consumers under e-commerce.

The logistics demand of enterprises has accelerated to the supply chain, and specialized and integrated logistics service has become a growth point.

With the acceleration of urbanization, the potential of rural logistics and community logistics is huge.

From the perspective of development mode, with the growth rate slowing down, the improvement of quality and efficiency has become the yardstick of market measurement.

Logistics enterprises must pay more attention to service experience and solutions, and steadily improve service capabilities and operational efficiency.

Enterprise alliance cooperation has become the norm, and industrial convergence has been accelerating.

The industrial ecosystem of resource sharing, win-win cooperation and sustainable development is being formed.

From the perspective of endogenous dynamism, integration and innovation promote pformation and upgrading with the improvement of market competition level.

Business process reengineering, merger and reorganization, and alliance cooperation are more common. Function integration, organization integration, information integration and platform integration bring into full play the efficiency of resource utilization.

Technological innovation, organizational innovation, mode innovation and management innovation have become new engines of development. Only by creating differential competitive advantages and cultivating core competitiveness can we seize the commanding heights of competition.

From the external pull, with the opening up of the market and the development of Internet economy, capital and technology drive are increasing.

More external enterprises will cross the border with the capital advantage to enter the logistics market. Relying on the new mode of Internet economy to change the original rules of the game, the logistics market structure will speed up adjustment and speed up the shuffle.

From the perspective of resource elements, with the shortage of all kinds of resources, the logistics industry has entered the era of high cost.

The implementation of logistics land is difficult, and warehouse rentals will continue to continue to rise.

With the aging of the population, labor costs are rising year by year.

Enterprises have increased investment in facilities, facilities and information systems, and the pressure of funds has increased.

"There is much to do for the adjustment of stock resources and the optimization of incremental resources."

He Liming pointed out.

From the perspective of infrastructure, with the new stage of infrastructure investment, the logistics infrastructure network has taken shape.

The railway pport capacity has entered the centralized release period, and the original pport pattern has been speeded up.

The "five vertical and seven horizontal" highway network and the "eight vertical and eight horizontal" railway network have been formed. Logistics nodes such as logistics parks and logistics centers have begun to take shape. The logistics infrastructure is interconnected, and the advantages of network backwardness are obvious, and the "hard constraints" for the development of the industry gradually fade away.

From the perspective of environmental constraints, with the attention of the state and society to the ecological environment, green low carbon logistics has become a trend.

The carrying capacity of the environment has reached or near the upper limit, and the state has intensified its efforts to cope with climate change. It will also introduce more stringent energy conservation and environmental protection policies, increase the binding force of the environment on the development of the industry, and force the construction of a green low carbon circular logistics system.

From the perspective of policy regulation, the policy environment of the logistics industry will tend to be loose, and the modern logistics management system with unified openness, orderly competition and strong supervision will be gradually improved.

These trends indicate that China's logistics industry will enter a new stage of development with pformation and upgrading as the main line. From the incremental expansion to the depth adjustment of adjusting the stock and making the best increment, it will gradually release the development potential from factor driven and investment driven to integrated development and innovation driven.

In this situation, He Liming puts forward several hopes for logistics enterprises: "enterprises should pay more attention to the new changes of customer needs, constantly develop personalized and experiential services, strive to improve service quality, pay more attention to the new mode of organizational operation, pay special attention to the disruptive innovation of capital and technology driven traditional business mode, and strive to form a market competition.