A text that through bulk storage logistics!

?With the decline in macroeconomic growth, production and warehousing logistics decline significantly. But in the consumption upgrade driven by the development of consumer goods storage and cold chain warehousing in a period of rapid development, the other due to environmental constraints and enhance the level of supply chain services, dangerous goods storage is also in a period of rapid development.

Bulk goods storage atrophy, transformation and upgrading opportunities significantly. Bulk goods storage reflects the trend of shrinking. Among them, the grain and oil storage of the financial indicators are basically stable; cotton storage capacity surplus is obvious; steel into excess capacity period.

Dangerous goods warehouse in short supply, "oil change theme" catalyst significantly. At present, China's demand for dangerous goods storage area of ??87.43 million square meters, there is a warehouse area of ??61.2 million square meters, the market supply and demand index of 0.7 or so, the gap of nearly 30%. The coastline is a non-renewable resource. Liquid dangerous goods storage company in the "oil" may be the development of refined oil "storage and sales" business.

First, the logistics industry boom decline, transformation and upgrading to become the theme of development

(A), the macroeconomic downturn into a magic spell, the storage industry growth slowed

11 years, the development of the domestic warehousing industry is full of hardships, the economic downturn on the negative impact of the storage industry gradually increased. 4 trillion in 2009 investment, tightening of the monetary supply in 2011 and tight control of real estate prices to the storage industry has a huge impact. In 2011, the storage industry's revenue growth fell sharply to 2.25%, the storage industry's value-added logistics growth rate in 12 years to reach a record low of 6.8%. According to China's material storage and transportation association of 67 large warehousing enterprises survey, in 2012 the main business income of 31.8 billion yuan, an increase of 10.5%; cargo throughput of 71.27 million tons, down 14% over the previous year; total profit Down 35.5 percent over the previous year. 9 loss-making enterprises, the loss ratio of 14.4%. Storage industry, the average income of listed companies profitability and profitability in 2012, a significant decline.

In the future macroeconomic stabilization, growth potential decline in the environment, the development of the storage industry opportunities to seek from their own breakthroughs in the economy. After years of publicity and promotion, the logistics industry has been recognized by the government at all levels, the introduction of a series of policies to support the development of logistics to determine the local development of the modern logistics industry planning, all of the planning are related to the construction of storage facilities. Logistics Park, the rapid growth of the logistics center, the provincial capital city planning the logistics park area is generally more than 10 square kilometers, and some up to dozens of square kilometers; secondary cities are also a few square kilometers to more than 10 square kilometers. These storage facilities, once completed, will greatly increase the supply of the Treasury, will result in increased vacancy rate and rental decline phenomenon.

(B), a large number of industry competitors, the future concentration will increase

????????China's warehousing industry at this stage of the market concentration is low, small-scale, large quantity. As of 2011, the number of warehousing enterprises reached 22470, with 249,000 employees. The number of enterprises and the number of employed persons all showed an upward trend. In 2010, CR5 of China General Warehouse was only 1.6%, CR10 was only 2%, CR20 was only 2.41% Industry concentration is very low. Some traditional warehousing services as a result of low-tech, labor-intensive, leading to price competition, on the whole, the storage industry's profit margin is low. Small and medium enterprises to trade as the main business model, the basic does not provide value-added logistics services, industry speculative strong, weak anti-risk ability. And there are low efficiency, low quality of personnel, low management level and other issues. The future of many small enterprises will face out of the situation, or mergers and acquisitions by large enterprises integration, industry concentration will gradually increase.

(C), equipment need to upgrade, mechanization, information technology to enhance the quality of personnel

????????China's warehousing industry association in 2011 296 enterprises own warehouses for statistics, of which the total area of ??the cottage library 684.6 million square meters, an increase of 16.7%; building a total area of ??2.82 million square meters, an increase of 19.1%; An area of ??10.673 million square meters, an increase of 45.1%. The proportion of three-dimensional library as high as 52%, it is no longer a facility type storage enterprises are unique, more warehousing services enterprises and the owner of a large number of enterprises in the construction of three-dimensional warehouse. China's warehousing industry is currently low efficiency, utilization is not high, poor operating conditions, the relevant technical support and personnel training is not perfect, the lack of their own development capacity. Warehousing operations are mostly heavy load, the operation of large, poor operating environment, time is tight, there are many systemic insecurity risks, and thus the development of storage warehousing mechanization is inevitable. The modern warehouse facilities represented by the automated stereoscopic library will be well developed.

2012 is the rapid development of China's automated three-dimensional library year. In early 2012, due to a number of logistics systems engineering projects have started, automated three-dimensional library project construction market is booming, according to incomplete statistics, in 2012 the construction of large-scale three-dimensional warehouse construction projects have more than 130, The national automated three-dimensional library to maintain more than 1,200. Dimensional library is estimated to reach 100 million square meters.

?????????There is no computer information management and processing can not be achieved for the logistics and distribution center with large inventory and high inventory, to improve the utilization ratio of the warehouse, to keep the high efficient stock circulation, to carry out the fine inventory control. The development of information technology to provide technical support for the development of warehousing industry. Some advanced logistics enterprises to pay close attention to information technology, the logistics business and information technology is well integrated, greatly improving the speed of logistics to help enterprises in the short period of time to expand rapidly. Logistics enterprise information system is extending to the supply chain upstream and downstream, and manufacturing and business enterprise information system integration. In the supply chain business links to share information, reduce duplication of input, duplication of network waste, to achieve collaborative development.

The storage industry's mechanization and informatization have higher requirements on the quality of personnel. In 2011, the China Warehousing Association conducted a survey on the staff qualifications of 177 warehousing enterprises. Among them, the undergraduate and undergraduate staff increased by 14.8% Personnel growth of 3.7% over the previous year, the quality of personnel to improve the future storage staff qualifications and professional level to be further improved.

(D), storage business trend of integration, integration, refinement

At present, a simple rental warehouse or simply provide a simple service will be at a disadvantage in the competition, the future integration of warehousing business must be a big trend, that is, on the basis of warehousing to develop value-added services, such as processing packaging and distribution pledge supervision business, In 2011, warehousing enterprises traditional custody business profit is negative, and freight forwarding, spot market, pledge supervision, processing, distribution and other business profits.

The most basic value-added service of warehousing enterprises is circulation processing, as the owner of goods to improve the market value of the provision of services, should be equipped with the appropriate processing and packaging facilities, processing and packaging services become the norm. Cargo pledge supervision is conducive to help the owner of enterprise financing, improve its production scale. Goods distribution should be located in the owner of after-sales service component, only full coverage to make the end customer satisfaction, only the scale can produce benefits, only multi-owner, multi-variety and multi-store delivery is the scale of distribution; Service functions are order processing, sorting packaging and assembly, and coordinate the implementation of the relevant industry organizations.

Before the 1990s, due to the ineffective participation of logistics warehousing enterprises, the lack of sufficient information on the value of the warehousing materials, the nature and the sales situation, the lack of professional experience and ability to manage the storage materials. In view of the credit risk, the bank failed to carry out warehousing and financial business. In the late 1990s, the rapid development of SMEs, banks to actively seek a breakthrough, some coastal banks and large logistics and warehousing companies attempt to learn from the successful experience of the West for a positive storage innovation.

Logistics industry as China's top ten industries in the revitalization of the only service industry in recent years has maintained a good momentum of rapid development, logistics and financial scale in China will become increasingly large, it is estimated every year 400 billion to 500 billion loan business and chattel Pledge. Because of our unique industry environment, legal environment and circulation mode, warehousing finance is still the most important logistics financial innovation mode in China for a long period of time. There will be a broader market in the future.

????????In addition to business integration, the refinement of the business is the inevitable trend of the future, the so-called refinement, is the introduction of new management concepts, tailored to customers business model business process service standards and service quality, reduce redundancy, cost savings . Especially for many third-party storage enterprises, to meet the individual needs of customers to create a full set of storage and distribution system, into the supply chain, will become an important competitive advantage.

Integration of the storage industry into the trend of integration into the supply chain, so that the warehouse quickly become a logistics center, logistics center to be networked with the supply chain coordination of various resources. Logistics enterprises, business enterprises, manufacturing enterprises, information companies are partners. Depth development of core customer needs for its upstream and downstream services. While optimizing the mature business, to carry out lean management and weight-loss activities in order to continuously reduce costs and improve service capabilities.

Case: Flygt's VMI + DC mode

The main business provided by Flygt is the provision of VMI (Vendor Managed Inventory) and DC (Vendor Distribution Center) services in the manufacture of laptops, plus spare parts management, heavy industry, personalized sorting, Standard auxiliary, in the notebook computer parts, storage, product production and distribution of finished products in the process of active participation in inventory management.

The so-called VMI (Vendor Managed Inventory) is a manufacturer and supplier both get the lowest cost for the purpose of a common agreement by the vendor-managed inventory, and suppliers through the third-party logistics providers in the vicinity of the manufacturers set up distribution Warehouse (VMI), according to the needs of manufacturers to customize the supply of materials, because the warehouse is very close from the manufacturer, you can easily achieve small quantities of Lingdan delivery. And continuously monitor the implementation of the agreement and amend the agreement, so that inventory management has been continuously improved cooperative strategy. This inventory management strategy to break the traditional fragmented inventory management model. Reflecting the integrated supply chain management thinking, for all parties are great benefits. For the manufacturer to reduce the stock of funds, the supplier of small quantities, multiple batches of distribution can also reduce inventory. Supplier DC (distribution center) inventory management model, that is, the processing needs of suppliers, cargo handling, distribution and other logistics needs to focus on a unified logistics base in the industrial cluster area or nearby areas play a radiation function. DC regional distribution and function directly affect the supply chain response speed, operating costs and supply chain coordination.

FlyVida's VMI + DC model, the need for multi-party information systems and the formation of docking match to achieve seamless communication between the parties, a reasonable grasp of changes in demand and production inventory control.

(E), the industry is facing structural adjustment

At present, with the macroeconomic downturn and economic restructuring, warehousing industry must also be followed by a series of structural adjustment, we can find new growth opportunities.

1, regional imbalance is expected to improve

First of all, from the geographical structure, warehousing industry as a whole uneven geographical distribution, a large part of the distribution in the eastern region, especially the Yangtze River Delta region and the Pearl River Delta region is the most concentrated. The characteristics of the export-oriented economy in eastern China have led to the development of the warehousing industry in the eastern region. The Pearl River Delta, the Yangtze River Delta and the Bohai Rim Economic Circle are the first to form industrial clusters, and the logistics and warehousing industries have developed rapidly in the western region. At least the region is the northeastern region, the overall share of less than 10%.

???????According to the survey, transport infrastructure, proximity to markets and suppliers are the primary considerations for the selecion of storage locations. Storage facilities are currently concentrated in three major regions: the Yangtze River Delta, Pearl River Delta and the Bohai Sea region, accounting for 85% of the total. In recent years, the state has begun to narrow regional economic differences on the agenda, and put forward such as "Western Development", "revitalize the northeast old industrial base", "promote the rise of the central region" and other major national policies. Macroeconomic regional imbalance is expected to change, lagging behind the region's warehousing industry is expected to get better development.

2, third-party warehousing and logistics development space

Thirdly, the proportion of third-party logistics in logistics market is less than 25% (Japan, Europe and the United States, etc. have more than 70% of the logistics industry is still in the logistics market, ). China Storage Association for the 450 large and medium-sized enterprises carried out on the logistics needs of a research activities, of which to choose a new logistics business enterprises accounted for 45%, and many companies are marked will choose a new logistics enterprises; 60% The logistics business in the form of outsourcing and new logistics enterprises, so that you can enjoy warehousing, distribution and other one-stop logistics services, but also help reduce operating costs. Especially with the rapid development of online shopping, trade logistics is lagging behind, lack of investment in facilities and other contradictions become more prominent. The logistics demand for the rise of new logistics enterprises to provide a good "hotbed", although the current third-party logistics there are small-scale, low efficiency, poor efficiency and other shortcomings in the next 10 years, the third-party logistics market will Will rapidly grow and develop, thus promoting the development of third-party warehousing.

???????3, the means of subsistence than the production of warehousing

In addition to regional structural adjustment, the storage industry is the most important commodity category structure of the transition, an important period of economic restructuring, warehousing enterprises production data storage business growth rate decreased, life goods storage business growth. The main means of production such as iron and steel supply exceeds demand, stage growth is inevitable. In 2011, the warehouse business revenue surpassed the freight yard business income, than going up year of growth 26%, but the freight yard business income appears the negative growth. Indicating that customers increased demand for the Treasury, the demand for open yard reduced. In 2012, the storage of the means of production fell by more than 30 percent, and the throughput of the means of subsistence increased by 34 percent, resulting in a large number of idle goods warehouses. Therefore, the means of production to the transformation of the warehousing industry is the biggest change in structural adjustment. In addition, the rise of e-commerce makes the purchase of means of life more frequent, and good customer experience need to do support line storage, storage to the entire industry chain has brought great opportunities for development.

(F), policies for the development of a significant impact on warehousing

As early as in 2009, when the central authorities have established the top ten industrial revitalization plan, the logistics industry as the only one of the service sector of the industry among them. In 2010, the Fifth Plenary Session of the 17th CPC Central Committee "on the development of national economic and social development of the Twelfth Five-Year Plan" once again stressed that accelerating the transformation of economic development, expanding domestic demand, increase consumption, vigorously develop the service industry is an important part, Logistics development to provide a strong impetus.

Since 10 years, all levels of government with the established policy, have introduced the appropriate policy initiatives, have a strong impetus to the development of China's warehousing industry. It can be said that these policies to promote the development of China's warehousing industry is to help all-round.

???????China's warehousing industry efficiency is low, the earnings situation is awkward, in addition to face the problem of excessive tax burden, "business change" policy implementation, the warehousing industry from 5% operating rate adjusted to 6% VAT rate, while allowing equipment purchase, Infrastructure construction and other input tax deduction, so the overall tax burden on the warehousing industry is reduced. However, if the leased warehouse operating warehouse, as is the real estate leasing, the other is not provided by the sales tax invoices, tax burden may increase.

However, in the long run, the long-term effect of the policy will not increase due to the corresponding supporting policies. At the same time, the long-term effect of the battalion change policy will not increase the storage industry's impact on the warehousing industry. Of the tax burden is more likely to make the industry as a whole to reduce the tax burden to promote the storage industry, especially the strengthening of storage management to promote the healthy development of warehousing industry.

Second, the bulk of goods storage - placid, integration is the trend

(A), grain and oil cotton storage: state-based, little chance

1, grain and oil storage profitability decline

In 2011, the number of grain and oil storage enterprises was 18,226, down by 1%. The total warehouse capacity was 417.99 million tons, an increase of 6%. The tank capacity was 16.95 million tons, an increase of 20%. The warehouse capacity was 38.319 million tons , An increase of 12%, shed 16.38 million square meters, an increase of 9%, floor 211,958,000 square meters, an increase of 5%. The proportion of circulation fumigation system, computer temperature ratio, mechanical ventilation ratio of some growth, drying capacity of 81,000 tons / hour, indicating that the storage equipment has slow progress.

???????Looking at China's grain and oil storage industry, the basic financial indicators, we found that in 2012, the decline in the indicators, including sales profit growth fell 3.6 percentage points, sales growth rate fell 4.1 percentage points, net asset yield fell 0.2 percentage points since 2008 After the financial indicators are basically stable, grain and oil storage industry is obviously affected by the impact of macroeconomic malaise, performance growth lack of motivation.

????????2, cotton storage capacity surplus

In 2011, the China Cotton Association Cotton Storage Branch of the 105 member companies to investigate the storage situation, the size of these warehouses accounted for more than 80% of the industry, with a certain representation. The warehouse has a total area of ??6.59 million square meters, indoor storage area of ??2.27 million square meters, outdoor open storage of 4.32 million square meters, storage capacity of 8.3 million tons, of which 4.37 million tons of indoor storage capacity and 393 million tons of open freight yard. At the end of April 2011, 105 warehouses in the total amount of 1.08 million tons of cotton, compared to 8.3 million tons of static storage capacity, the current excess capacity of cotton storage, storage business volume of most of the obvious shortage, of which 1/3 Of the warehouse is used for rental, storage of goods other than cotton.

????????3, cotton storage capacity surplus

In 2011, the China Cotton Association Cotton Storage Branch of the 105 member companies to investigate the storage situation, the size of these warehouses accounted for more than 80% of the industry, with a certain representation. The warehouse has a total area of ??6.59 million square meters, an indoor storage area of ??2.27 million square meters, an outdoor open storage of 4.32 million square meters, and a storage capacity of 8.3 million tons, including 4.37 million tons of indoor storage and 3.93 million tons of open freight yard. At the end of April 2011, 105 warehouses in the total amount of 1.08 million tons of cotton, compared to 8.3 million tons of static storage capacity, the current excess capacity of cotton storage, storage business volume of most of the obvious shortage, of which 1/3 Of the warehouse is used for rental, storage of goods other than cotton.

4, a large number of enterprises, low level of service, industry to be integrated

According to the statistics of the relevant agencies, the domestic professional steel storage institutions to 2000, processing and distribution of more than 1,000 enterprises, China's steel logistics industry overall "big industry, small business" features, small and medium enterprises to trade as the main business model, In-store equipment imperfect, modern storage, information technology is more lacking. Basic does not provide logistics value-added services, industry speculative strong, anti-risk ability weak. Shop layout decentralized, low degree of organization, can not meet the steel mass production and centralized trading needs, the effective integration of resources on the lack of capacity. The quality of employees and management level is generally not high, and the warehouse does not meet the socialization of the operation, the enterprise management mechanism and quality does not match. Warehouse area is small, storage capacity is small, the average warehouse area of ??30,000 square meters below the competition disorder and chaos.

????????5, integrated, information-based logistics enterprises are needed for development

Since 2000, some traditional steel logistics enterprises engaged in simple steel warehousing and distribution have upgraded and developed modern iron and steel logistics, and expanded the original warehousing and distribution functions into warehousing, transportation, distribution, steel deep processing, complete warehouses Management information system and warehouse management information system based on the online steel trading system online in a domestic first-class professional, modern steel logistics park. The modern steel logistics park gathers eight functions, such as order and distribution, integrated transportation, warehousing, processing, distribution, information processing, logistics finance and bonded logistics. Through the unified planning and diversified service means of the whole steel sales logistics resources in the region Logistics, capital flow and information flow integration, and ultimately optimize the overall iron and steel logistics chain logistics sales, logistics, capital flow and information flow integration, and ultimately optimize the overall steel sales logistics industry chain .

In addition to the integration of steel logistics business trends, the information storage of steel is also a development direction, the degree of information technology can enhance the customer's operating efficiency and economic efficiency, while enhancing internal management efficiency and cost savings. In addition, the emergence of e-commerce storage and distribution of steel to bring new ideas for the development of Shanghai Steel Alliance, the emergence of Ou Pu steel network for the online trading of the media. April 10, 2012, China Minmetals Minmetals Development in Beijing led the joint and other 11 industry-related enterprises to set up "China's steel circulation e unio", through the polymerization industry advantages resources to enhance the efficiency of resource use and enhance the diversified service capabilities, Steel market to achieve the transformation and development.

Third, the manufacturing sector storage - optimistic about the integration, integration of third-party storage

In manufacturing, warehousing applications is a very important aspect of IT manufacturing, this part also contains a series of listed companies, such as flying Li, Australia Yang Shunchang, Xinning logistics. We aim at the IT manufacturing industry, analysis of the corresponding warehousing and logistics industry, the status quo and future.

(A), electronic information manufacturing industry down, affecting the storage business growth

????????High investment growth and low labor costs was China's electronic information industry is the most prominent of the two major advantages. At present, under the background of complex domestic and international political and economic situation, China's electronic information industry is relatively stable, the international economic environment is still complex and severe, especially the European economic downturn, the world economic recovery is slow, the whole industry production, The growth rate of domestic sales showed a slight decline, the growth rate of new fixed asset investment in 2012 after a significant slowdown in manufacturing income growth above designated size also showed a downward trend, electronic information manufacturing industry boom down a direct impact on warehouse business needs.

(B), foreign private enterprises to compete, third-party logistics with great room for development

1, the industry is mainly concentrated in the Pearl River Delta, Yangtze River Delta, local foreign-owned enterprises divide the market

The Pearl River Delta region to undertake the transfer of the global IT industry, industry structure is relatively complete, has a good industrial base, a huge vendor community, is an important area of ??China's IT industry development. In addition, the Yangtze River Delta region has established itself in the financial environment, excellent infrastructure facilities and stable industrial development environment, attracting a large number of foreign investment and talents to participate, formed by the microelectronics, communications and network, computer and software, Electronic components and information services consisting of information industry group. At present the two regional concentration continues to increase. IT manufacturing industry total industrial output value accounted for the proportion of the total reached more than 70%, of which the Pearl River Delta region is relatively stable proportion, and the overall proportion of the Yangtze River Delta was on the rise. The two regions are superior to other regions in terms of investment scale, investment quality and industrial chain perfecting degree, thus promoting the development of modern logistics and becoming the main concentration place of IT manufacturing warehousing and logistics business.

In these two regions, logistics services providers involved in the IT manufacturing industry, not only local Xinning Logistics, Fei Li Da, Australia Yang Shunchang and other listed companies, as well as Cink, Burlington, Ye Shuifu in the global scope In recent years, IT manufacturing in the West (such as Chengdu, Chongqing and other places) has also been some development, will attract the relevant domestic and foreign enterprises to invest in the construction of warehousing.

????????2, the third party logistics is an important direction for future development

In addition, IT product structure is complex, variety, production and more for the small batch, and so on, increase the IT products with the characteristics of rapid replacement, the market demand is uncertain, cost and price fluctuations and so on, urgent need accurate and efficient logistics services; The difficulty of supply chain management in this field. Enterprises to organize their own logistics links, because of the lack of professional experience, it is difficult to thousands of parts, dozens of related companies to fine classification and effective management, self-built logistics drawbacks will be very obvious, in order to further reduce logistics costs, Efficiency, IT manufacturers are increasingly inclined to take the initiative to improve the proportion of logistics outsourcing for the industry's third-party logistics service providers to provide a new market demand. From the experience of the United States, the United States third-party logistics use is the highest proportion of high-tech electronics industry, up to 87%. China's own third-party logistics is not developed, coupled with industry characteristics, there must be a lot of room for growth.

(C), integrated, integrated capabilities to become the company's core competitiveness

1, integrated: service category and content needs more diverse

At present, the majority of IT warehousing enterprises to stay in a single link in the traditional logistics services, the lack of multi-level services and the effective integration of resources. For the future, we believe that the development of diversified IT logistics enterprises is one of the core competitiveness, this is reflected in the increase in the types of warehousing products, such as Australia Yang Shunchang from IT product sheet distribution, extends directly to the LED business , On the other hand is the diversification of service content, such as flying to the basic logistics business (ie, freight forwarding, customs, domestic transportation, etc.) started to carry out storage business services in 2004, to now expand to IT integrated logistics business And value-added services, access to the library, distribution, etc.), greatly enhancing the competitiveness.

2, integration: test the company's industrial chain integration

On the current era, accuracy, efficiency has become synonymous with electronic information industry. Competition in the whole industry chain is mainly reflected in the industrial chain of the degree of synergy. For both the supply and demand in the middle of an important link between the storage service providers, into the industrial chain, maintaining the relationship between upstream and downstream becomes critical, which requires good brand and good service. only a good reputation and can provide quality services to professional enterprises in order to better and faster integration into the highly competitive electronic information industry chain, in order to have a stable long-term upstream and downstream customer relationships in order to become the industry winners.