More Opportunities For Cross Border Logistics Industry In 2015

The steady slowdown in demand growth has led to a substantial slowdown in the growth of logistics costs.

According to statistics, in the first 10 months of this year, the growth rate of logistics demand has been slowing down steadily. The increase in the cost of logistics activities across the country has narrowed considerably.

This indicates that the steady and slow growth of logistics and pportation demand has led to a substantial decline in the growth of logistics costs. China's logistics enterprises must tap new profit growth points.

The overall business environment is general and business model is dull.

In the first three quarters of 2014, the main business revenue of listed logistics companies increased by more than 20%, but the net profit increased by less than 13%, and the increase in operating costs was slightly larger than the increase in operating income.

This shows from another aspect that the overall business environment of logistics enterprises is general and the business mode is dull.

The government has attached great importance to logistics, and many advantages have been frequent, which is conducive to the integration of logistics formats.

In June this year, the Executive Council of the State Council discussed and adopted the "medium and long term plan for the development of logistics industry (2014-2020 years)".

On the one hand, the document should deepen the reform of the logistics management system and establish a unified, open and competitive national logistics service market. On the other hand, we should play a decisive role in the allocation of resources in the market, and strive to improve the scale and intensive level of logistics enterprises.

After 3 years of programming, the logistics industry has undergone tremendous changes, especially this year's Jingdong and Ali listing. It has pushed the delivery logistics to a new strategic level, and opened up the domestic market to allow foreign capital logistics to enter.

At the same time, the policy of "one belt and one road" and the expansion of the free trade zone have been stacked up. The stocks of the logistics sector also follow such a wave, and dance with the policy to deduce a magnificent trend.

In the future, the innovation of characteristic logistics, modern logistics gathering and business mode will become an inevitable choice for logistics enterprises to innovate and develop.

We believe that there will be significant investment opportunities in international cross border logistics and cold chain logistics.

Looking forward to 2015, meet the theme of reform, logistics across the border to usher in a new opportunity.

The logistics industry will continue to welcome the wave of integration, and will usher in many IPO of logistics stocks.

Cross border e-commerce logistics is mainly aimed at the import logistics of the Chinese mainland market.

We estimate that imports of cross-border e-commerce retail sales that can be incorporated into customs statistics in 2014 are expected to reach 60 billion yuan, and 2-3 times in 2015-2016 years, with an estimated value of 1500-3300 billion yuan.

According to the China Electronic Commerce Research Center, the number of sea scouring in China will reach 35 million in 2018, and the scale of Hai Tao will reach 1 trillion yuan.

"One belt and one road" will promote the development of international logistics, and actively build infrastructure projects that serve the global trade and marketing network infrastructure projects. It is one of China's main driving points for going out, including construction, pportation, equipment manufacturing, water conservancy projects and so on.

As long as Chinese enterprises have business orders, they need support from multinational logistics enterprises.

Therefore, the complete international network is one of the core competitiveness of cross border logistics industry.

If we are to assist in the cross-border pportation of highly engineered industrial goods, enterprises will be able to build a broad moat.

In terms of pnational trade, China is already the world's largest commodity trading power.

International engineering logistics has a high threshold and is very difficult.

The direct understanding of engineering logistics involves the logistics of industrial products, which are mainly raw materials and finished products in the upstream and downstream industries of industrial manufacturing.

In particular, the pport of specific products across national boundaries must be carried out in a specified time with movable pportation resources and rich experience in pporting special equipment, so that such projects can be undertaken.

That is to say, this market is not like express delivery, it has a higher threshold.

At present, engineering logistics has helped Chinese enterprises go abroad, from cement, sand and petrochemical to large scale firmware such as wind power, bridges, trains, subways, tracks, steel modules and so on.

International Cross Border logistics has three investment logic: first, to grasp the fast clearance resources is the key to analyze whether the cross border e-commerce logistics can be successful; two, the closer the value to the shipper's customers is, the higher the profit from the market is, the higher the profit of the single hand, the weaker the second hand profit; the three is that within a limited period of time, the pportation resources and network sites that can be mobilized outside the territory are the key to the selection of logistics enterprises by the consignor's unit.

In addition, the cold chain logistics investment should be viewed more from the perspective of logistics technology and equipment modernization, from large cold chain storage to large and medium sized cold chain pportation needs.

We are optimistic about the future development of the cold chain, but there are still some deficiencies in the short-term outbreak. We should pay attention to the investment opportunities of cold chain equipment enterprises.