Nine perspective development trend of China's road freight industry
- 2015-11-16 16:08
?????? A look from the freight scale look
???????From the freight scale, showing an overall growth slowed down trend. The first half of 2015, the National Highway complete freight 16.29 billion tons, an increase of 6.2 percent, the growth rate dropped 3 percentage points higher than last year; cargo turnover 2.9531 trillion tons km, an increase of 6.4% growth rate down 3.5 over last year percentage point. Road freight and turnover growth rate has been declining for five consecutive years. By the decline in freight demand impact, a prolonged slump in the price of road freight. Chinese road freight price index in August was 102.8 points, down 0.9 percent from last month, down 2% over the year.
New Era, road freight slowdown trend will continue. Because of the economic structure optimization and industrial layout adjustment, and large quantities of goods over long distances traffic commodities will decline, production growth in freight demand will gradually slow down, directly affecting the size of the increase in road freight; at the same time, high value-added, lightweight, high freight demand will continue to enhance the timeliness, especially on behalf of the consumer e-commerce cargo demand will remain steady growth, has tremendous market opportunity.
???????Second, look at, look at the market segment
???????From the sub-market, the market structure to accelerate adjustment. Currently, the road freight market (trunk) in accordance with the basic service points, mainly express transportation (30 kg), LTL (30 kg -3 tons), truckload transportation (3 tons), which is divided into small LTL Ticket LTL (30 kg -3 tons) and big ticket LTL (3 tons). Preliminary estimates, express transportation, LTL, truckload transportation business were accounted for 5% of the market capacity, 40% and 55%.
???????Express road transport are still the owners to express mode of transport. SF, Shen Tong, tact, Jingdong courier and integrated business enterprise owned and vehicles are more than ten thousand, to establish its own main transport backbone network. In recent years, the courier market continued to maintain high growth of around 50%, the next longer period of time, express road transport will maintain rapid growth.
???????LTL transportation services in the small and medium business enterprises primarily and individual consumers. Among them, the LTL freight express business as the largest economic characteristics of the market segments, rapid development momentum. Debon logistics, Jiaji logistics, world Arima, Sheng Hui logistics and other large enterprises in recent years LTL Express maintained a rapid growth rate. 2014, Debon logistics with annual sales of 12 billion yuan to continue to lead. In recent years, companies have sprung up everywher LTL Express join the system to achieve a rapid catch-up. LTL green transport as the main mode of transport, the market gradually differentiation. Some green companies root out the market segments, extension services and actively try to hold together for warmth, and achieved good development. There are some companies business volume continued to decline, the market increased risk was forced to exit the market.
???????Major service vehicle transportation and contract logistics in large industrial and mining enterprises. Due to the sharp decline in commodity cargo demand, high-volume, small batch, low aging of industrial products by the impact of changes in demand and channel sink gradually to low-volume, multi-batch, high aging change, vehicle transportation growth rate downward trend . This year, the Chinese vehicle road freight index fell more obvious, August index was 93.7, down 1.1 percent last month, down 7.1% over the year.
???????In addition, urban distribution as link Transport "last kilometer" to achieve rapid development. In recent years, as the consumer market launch, super increasing emphasis on distribution efficiency, joint distribution policy support. Especially with the rapid development of e-commerce, express delivery to more than an average annual rate of 50% speeding development. Large courier companies, commercial enterprises, landing with the express delivery business is subject. 2014, city courier business grew 59.8%, higher than the growth rate of other courier services, urban distribution potential.
???????New Era, courier, express, distribution and other market segments will continue to maintain a rapid growth rate, new positioning more accurate market segmentation will continue, market segment leader will get better growth and profitability .
???????Third, look at, look at the goods and services
???????From goods and services, the high-end services to become the focus of competition. A group of leading road express companies to accelerate product standardization, service brand, management modernization. Debon logistics "accurate Qatar Airways", Jiaji Express "Red Express", the world Arima "Tingri up" and other products, are punctual, efficient and fast as the basic characteristics of the formation of a standardized system of products and service models to enhance the customer service experience, won the high level of profits. Meanwhile, contract logistics also has a high-end professional services required by the extending direction, cold chain logistics, hazardous chemicals, logistics, IT, logistics, clothing, logistics, FMCG logistics and other consumer and industrial manufacturing markets driven by, still has a large Expansion capacity. In addition, financial innovation has become an important representative of the high-end services, from traditional oil card payment, collection of money to factoring insurance, financial leasing has become a new profit growth point.
???????New Era, standardized, customized road freight will become the development direction of products and services, enhance customer service levels and their own profitability. Financial services will become an important means of winning business, has great potential.
???????Four to see, from the transport mode to see
???????From the mode of transport, the efficient transport to achieve positive results. Efficient transport will transport the traditional pursuit of cost changes for the pursuit of efficient transport to meet high customer service requirements, enhance corporate profitability. Currently, the rejection hanging transport, such as efficient mode of transport to get government support and active promotion. Transport Ministry to promote rejection of three batches of 148 road transport pilot projects linked to the end of June, a total opening of the pilot project rejection hanging transport line 750, invested 2.2 million vehicles rejection linked to the vehicle, in complete rejection hanging transport volume 550 million tons, lead the whole society the average unit transportation costs and energy intensity decreased by 10% -20%. Meanwhile, the rejection of container transport, transport belt plate, humpback transportation efficient mode of transport to get actively explored. In addition, a number of advanced hardware and equipment in the application of the road freight industry, effectively promote energy saving, intelligent management, safety brake, effective protection of the efficient transport of conduct.
???????New Era, efficient road freight transport will become the core competitiveness and an important source of profit, application of new technologies, new models, new methods will effectively promote the industry transformation and industrial upgrading.
???????Five visits from the organization look
???????First, the alliance is more common. In the past the use of the price advantage to gain market competitiveness of SMEs has been unable to meet demand, in competition with large enterprises getting smaller and smaller living space, Alliance has become an important direction for SMEs breakthrough. In recent years, a number of small and medium enterprises to speed up cargo hold together the group warm, integrated resource exploration alliance, such as Zhejiang, Lu Tong logistics, Jiangsu Public League logistics, Shanghai's green alliances, by focusing on decentralized capacity, adjusting the organizational mode, effectively increasing the overall service levels and bargaining power. Regional medium-sized enterprises to achieve inter-regional freight business, and actively explore network integrated alliance, as in the unio, the Central Avenue unio-China Logistics Alliance to achieve inter-regional co-operation of the business, to quickly build inter-regional network of logistics services. There relying rejection hanging transport, multimodal transport and other business collaborative alliances, such as the Soviet unio logistics alliance, Jiangsu, Zhejiang and Shanghai container unio, relying on the downstream industry chain docking Tianjin Peoples Group, by business, and to promote rejection hanging transport , multimodal transport organization of advanced application.
???????New Era, various forms of alliance patterns emerging, through resource integration, organizational integration, a variety of ways to integrate service integration, operational integration, benefit sharing, risk sharing, cooperation and win-win. The key alliance success is good governance, including strategic positioning, organizational forms, access mechanism, decision-making mechanisms, and settlement systems, means of information, risk prevention and cultural fusion, which requires companies to explore alliances formed in the long-term cooperation .
???????The second is to join the rapidly advancing platform. Card line world of "cargo hub information platform" mode of operation, to build logistics network trading platform. As of August 2015, the card line world recruit nationwide coverage 24 provinces, more than 300 cities, towns, more than 20,000 radiation, China had set up 47 hubs, 23 hubs park. Logistics and security can take the "Direct Route to join the network" mode of operation, build LTL Express service platform. August 2015 increased over 5000 outlets, more than 8,000 employees. In addition, friends exchange, BES Express, to bridge to join the system express and logistics enterprises to achieve rapid growth.
???????New Era, the platform joined as asset-light expansion mode will maintain rapid growth, and begin to form barriers to entry; Direct Enterprises weight assets will join the network as a useful supplement to improve the network, channel sinking. Join economies of scale and be able to quickly form a nationwide network channels, but need to improve join the agency mechanisms, including the distribution network selecion, join rules, cooperation mode, benefits, training and education, supervision and management, risk control, etc., in order to maintain the brand to join credibility.
???????Six of view, from the transport Structure
???????From the transport structure, multimodal opportunities gradually. Currently, the unbalanced structure of cargo transportation, intermodal overall development is lagging behind. At present, the proportion of intermodal about 2%, lower than the international level. Among them, an important reason is the lack of rail market level. 2013, officially launched the reform of rail freight, proposed "open acceptance, real cargo loading, bite quotes, door to door service", the railway freight market faster, gradually penetrate to the long-distance transport and LTL transportation market, we achieved some positive results . Organization-wide road open line more than 80 pairs of Regional Recycling, a direct inter-regional freight express train, develop and express business line package. January to July 2015, all road white freight significant growth, completed 98.12 million tons, up 16.7%, of which 11.58 million tons scattered send goods, an increase of 115 times. January-July, average daily loading 6632 containers full road vehicles, an increase of 13.7%.
The new era, with the social structure of supply and demand for major changes in transportation, rail freight will continue to deepen reform, competition and cooperation in road, rail more closely, there is a big room for cooperation, particularly in access service across the railroad business; new speed up the adjustment of transport structure, modes of transport is expected to achieve coordinated development pattern.
???????Seven of view, from IT to see
???????From the IT perspective, hot surging freight information platform. The second half of 2014, with the popularity of mobile Internet technology, a number of new road freight information platform focused on the line, such as Luo meter logistics, transport full of trucks to help, a lot of cars, the 1st truck, speed sent in, a station net. Comply with the national "Internet" boom, these new platforms rely on things, big data and cloud computing technology, trying to cross the traditional market trading session, the transformation of the traditional mode of freight transport. Goods vehicles using mobile terminals match, integration and optimization of the supply source of cars, practical wisdom logistics model, access to the capital market in hot pursuit. From entering the market of enterprise type, are: Internet companies, freight companies, third-party logistics companies, logistics parks. Currently, the field is still in the fast growing market, there are no significant barriers to entry form, using the Internet action, imagine a huge market space.
New Era, to match the characteristics of the vehicle cargo freight information platform will gradually move toward the line, the traditional line of business will also be actively embrace the Internet. Deepening the freight market online and offline integration, in order to give full play to their respective advantages, and further optimize road freight organization, improve customer service experience, reduce logistics costs.
???????Eight see, from human resources to see
???????From the human resource perspective, labor costs continue to rise. In recent years, CMR labor costs continued to rise in 2014, labor costs rose about 15%. Mainly due to freight drivers are very scarce, partly because China's overall labor force growth fell into the stage, on the other hand, B driver's license to obtain required licenses and over a long number of years, to get a driver's license to drive a tractor A2 class to go through eight years but points over 12 points will be downgraded, resulting in the number of freight drivers can not meet market demand. It is understood that long haul freight driver wages have more than eight thousand dollars, some companies hire drivers instead of A2 B2 license driver license, there is a big risk of noncompliance.
???????The new era, China's demographic dividend will continue to decrease, slowing down the growth rate of labor will further enlarge the freight driver market gap, raise labor costs and freight drivers, this driver mode for traditional dual challenge.
???????Nine of view, from an environmental trend
???????From an environmental trend, the environmental cost pressures gradually. State scheduled for 2011 be postponed until the implementation of the four standard January 1, 2015 implementation of the country, three standards for diesel cars will not be sold. With China IV emission standard, the majority of vehicles will use SCR technology requires the use of urea, urea costs per kilometer increase of about 0.08-0.1 yuan, will offset the decline in fuel consumption benefits. Meanwhile, the state has increased the yellow car out of efforts to take to expand the scope of the limit line, many inspection and other limiting means, for early phase-out of the vehicle to give some financial assistance to encourage the yellow car in advance eliminated.
???????New era, with the implementation of the country's four standards, vehicle replacement pressures, make a significant contribution to environmental protection.
Overall, with the decline in demand and supply of transport restructuring, transformation and upgrading of Forced road freight market. based on market players "more, small, scattered," the industry realities, road freight companies will rely on modern technology and information technology tools, to accelerate the efficient transport, product innovation, organizational building, brand services, network improvement, personnel training and environmental protection, improve logistics The scale, intensive, information level, to adapt to the new requirements of the new era of industrial transformation and upgrading of consumption of road freight proposed to accelerate industrial quality and efficiency.