So, what is the background of the New Deal to reduce logistics costs? What are the highlights of the New Deal? How will it affect the logistics industry? How do logistics companies view this new deal? On June 3, a reporter from Peng Mei News (www.thepaper.cn) interviewed relevant logistics companies and senior experts in the logistics industry to answer this question.
Background for the introduction of the New Deal
Shao Zhonglin, former deputy secretary-general of China Express Association and think tank expert of Shanghai International Chamber of Commerce and Industry, accepted the surging news (www. thepaper.cn) reporter said in an interview that the background of the New Deal has two main aspects:
First, China’s logistics costs have been in a high state for a long time . “Although China is a large manufacturing country, it has not yet become a matching logistics power at this stage. The network capacity of China International Logistics is very poor. Many courier companies have many outlets in the world, but they are not networked, especially in Europe and the United States, and the goods are local. It is still entrusted with local express delivery and logistics companies to distribute, which is far from mature international logistics companies.” In addition, there are also a large number of small and scattered logistics companies in China, which are not systematic and disconnected from each other and cannot reach scale. The effect makes the cost per unit higher.
Second, this year’s new coronary pneumonia epidemic has aggravated the short board of logistics. During the epidemic, many problems involving cargo transportation also occurred.
Zhu Hualei, senior investment consultant of Jufeng Investment Co., wrote that in recent years, the level of social logistics costs has been steadily declining, but the problems of high logistics costs and low efficiency in some areas are still prominent In particular, due to the impact of the new coronary pneumonia epidemic, the cost of social logistics has risen in stages.
Express logistics expert Zhao Xiaomin said in an interview with a surging news reporter that in fact, a series of documents were successively released three years ago, and now it is indeed an opportunity, “It should be said that because The prevention and control of the epidemic allows documents to be completed in advance. Because of the employment and tax revenue created by logistics, there are currently many positive aspects. In the case of many industries and the growth rate is not optimistic, the overall growth rate of the logistics industry is still higher than Many industriesYes, so in this case, we believe that confidence in the market and industry, including the integration of the entire upstream and downstream, is a very good opportunity. ”
How to affect the logistics industry
Zhao Xiaomin said that the release of the New Deal implies two points:
First, the threshold of the logistics industry is getting higher and higher, because the rules are very detailed, and many small and micro enterprises basically have no opportunity to participate in some specific matters.
Secondly, China’s logistics industry may enter the silver age from the golden age in the past, and will pay more attention to the development of the enterprise itself, while respecting the laws of the industry.
What is the transition from the golden age to the silver age?
In response, Zhao Xiaomin explained that this means that the threshold of the logistics industry is getting higher and higher, and the rules do not meet the requirements for many companies, and they are basically not eligible to participate. Participants may be more platforms with a lot of resources, such as central enterprises or national logistics companies. “For example, the integration of railway asset securitization, the average enterprise will certainly not meet the conditions. There are also the integration of cold chain enterprises, some small enterprises Basically, there is no chance to do this. SMEs can do a small part of the middle branch.”
He believes that after the introduction of the New Deal, different regions and areas Logistics companies must find the precise positioning of their subdivisions to become professional and refined, not to become bigger and stronger blindly. “In the past, the golden age meant that everyone could seize the opportunity and make money, but in fact, the development in the industry is very extensive. The rules are clear now, what each enterprise should do for each path. It is recommended that enterprises should combine some of their own advantages and thoroughly understand this file to find the right direction.”
How will rail logistics go?
This new policy has made many links to reduce logistics costs in railway, civil aviation, shipping and road freightDetailed regulations.
In terms of railways, the “Notice” pointed out that deepening the reform of railway marketization. Specifically, select regions and some important railway freight lines (including the transportation system) with dense railway networks, large freight demand, and prominent transportation supply and demand contradictions to carry out comprehensive reforms of the railway marketization reform. Reforms in financing, planning and construction, operation management, performance management, and transportation organization. Continuously improve the flexible adjustment mechanism of railway freight transportation prices, and promptly reflect the market supply and demand. Market access will be further relaxed, and social capital will be attracted to participate in the construction and operation of logistics facilities such as railway freight yards and warehouses.
In this regard, Zhao Xiaomin interpreted that in terms of railways, the next step of railways, the asset securitization of railway freight transport, has a very long way to go. This piece has been made very clear, that is to attract social capital and integrate the entire railway freight, we think that the equivalent of mixed reform will be accelerated, or that the enthusiasm for mixed reform will be higher.” He said that railway transportation is not subject to weather And the impact of natural disasters, and the transportation time limit is guaranteed, “We think that in terms of macro aspects, (railway freight) conditions are still relatively favorable. If the flexibility of the incentive mechanism is greater, the speed of this asset securitization will accelerate.”
Shao Zhonglin mentioned that in deepening the reform of the railway market, how to develop part of the market demand for high-speed rail, including packing stations and vehicle modification, is one of the railway market Subject. “Railway operation is more stable than aircraft, it is not afraid of wind and rain, the cost is low, the speed is fast, and it is safe and environmentally friendly. This part of the market should be developed. After these resources are used and activated, railway transportation will have a better effect than road .”
How aviation logistics will go
Civil aviation industry expert Lin Zhijie said in an interview with a surging news reporter that the impact of the new deal on aviation logistics is mainly reflected In reducing administrative fees, simplifying management, emphasizing integrated logistics, emphasizing data support in four aspects.
He believes that encouraging mergers and acquisitions of logistics companies or air cargo companies has been mentioned in documents since 2017, but in the past three years, only the acquisition of Huandong There is no 1+1 reorganization yet. According to current national policies, large integrated logistics companies are encouraged to have global door-to-door service capabilities, so there may be new mergers and acquisitions and restructuring transactions.
In addition, the Notice itself emphasizes multi-modalityYun, Lin Zhijie said, therefore, cross-industry mergers and acquisitions may also occur, such as aviation + express, aviation + railway, etc.
Zhao Xiaomin believes that the new policy is good for aviation in three parts:
One is for three major airlines. The three major airlines are now undergoing mixed reforms and have inherent advantages in the construction of freight hubs; It is very consistent with the policy of participating in the aviation hub. The country will give a lot of concessions in terms of land, capital, labor, storage facilities, and path selection. “We believe that in the future, railway hubs, aviation hubs, and land transportation hubs, including hubs in the past for logistics companies, these four hubs will be a process of integration and integration. In the past, many enterprises could not solve deep-level procurement and distribution, supply chain systems, and services Integration issues, I believe that this will have a relatively big improvement in the future.”
The third is for shipping companies, including map surveying, satellite navigation and container integration Link. “We think that the future of Chinese logistics companies is definitely the whole land, sea and air. For Chinese shipping companies, we think that new growth points may be found. In addition, for traditional logistics companies, especially in the process of internationalization, You can also use part of the shipping resources. The shipping cost is relatively low. For some commodities, it is still the most suitable and best path. For manufacturing companies, we think that in the future, we will have a very good integration effect.”
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The merger and reorganization of large enterprises is coming?
This “Notice” pointed out that fostering backbone logistics enterprises. Encourage market-oriented mergers and acquisitions and reorganization of large logistics enterprises to improve their comprehensive service capabilities and international competitiveness. Cultivate international shipping companies with strong strength and promote the construction of an international shipping network that is compatible with my country’s foreign trade scale. Strictly implement relevant regulations and standards for the operation of network freight platforms, and promote the development of a new standard for road freight transportation. Encourage logistics companies to transform into multimodal transport operators and logistics full-chain service providers.
In response, Zhao Xiaomin interpreted that this meant 4 points: First, industrial capital and real industries would accelerate their integration. Second, the proportion of state-owned capital in the industry will increase, because many private enterprises do not have it, and the barriers to participation are higher. Third, smart green has become the core topic. The fourth is to accelerate the integration and integration of the supply chain.
Zhao Xiaomin pointed out that the term “backbone logistics enterprise” was mentioned in the “Notice”. He believed that the so-called backbone not only did a great job in terms of the enterprise’s benefits, but also did a good job at a critical moment Enterprises that undertake social responsibility. He believes that in the future, some large-scale enterprises will appear in some sub-sectors, such as chemical industry and cold chain. In addition, a number of comprehensive international logistics groups or logistics backbone enterprises will appear. “Not only are they now seen in the market It is also included in the secondary market, and there will be more mergers and acquisitions in the future. This will be a main axis in the next two or three years. We believe that some large-scale situations will occur in the next two or three years. But for some small and medium-sized enterprises The speed of clearing will be accelerated.”
In Shao Zhonglin’s view, encouraging large-scale logistics companies to market mergers and acquisitions will promote their mutual reorganization and Capital serves as a bond. However, he believes that to solve this problem, the national team still needs to take action. “The joint reorganization of state-owned capital and state-owned enterprises will bring this market up. Relying on the current market integration of private capital, the efficiency is not high and the speed is very slow .”
He said that the current domestic market share of logistics companies is relatively low, and the overall situation is still relatively small and scattered. Let the key enterprises drive the regional integration into a system, and then efficiency will come up.
Multimodal transport is coming soon
This “Notice” states that the “medium obstruction” of multimodal transport will be eliminated. The central and local governments have increased their financial support for the construction of logistics facilities such as special railway lines and multimodal transport stations, researched and formulated the design specifications for the entry of special railway lines into ports, and promoted the entry of special railway lines into ports, large industrial and mining enterprises, and logistics hubs. . Continue to promote the Yangtze River channel regulation project and the construction of the Three Gorges dam-turning integrated transshipment system to further enhance the shipping capacity of the Yangtze River and other inland rivers. Accelerate the promotion of “return to rail” and “return to water” for bulk cargo transport over medium and long distances. Focus on the demonstration project of multimodal transport, promote the application of multimodal transport orders, and accelerate the development of “one order” intermodal services.
In response, Shao Zhonglin interpreted that before that, basically railways belong to railways, water transportation belongs to water transportation, automobiles belong to automobiles, and aviation belongs to aviation. Compatible, for people doing logistics, multimodal transportation is an indispensable way to solve the organic combination of various modes of transportation. “If this problem is not resolved, the overall operating cost will not drop significantly. This involves the “Notice” 19 to improve the logistics standards and regulations system, and Article 16 to promote the open sharing of logistics informationIn some logistics, various transportation methods can be interconnected and interoperable to solve the problem of multimodal transportation more effectively. At the same time, only with standardization can the entire network be connected into a system, which will take it to a higher level. ”
Let companies find out the direction
In Shao Zhonglin’s view, the 24 new policies released this time are very complete, and they are legal, technical and standard The capital and capital have been standardized, and the system is very complete. It has summarized several basic production factors that make up logistics, including even management shortcomings.
Zhao Xiaomin believes that it is equivalent to 24 operation lists in the logistics industry, and specifies the specific operating rules for the next step in the logistics industry in China. In the past, companies may feel that they have no way of knowing what to do. For example, it is unclear how to do cold chain and logistics parks. Now it is clear. Therefore, we think that this is of far-reaching significance, which will help enterprises in the logistics industry want to develop in the future. Combining these 24 rules, the company’s development strategy should be adjusted within the next 2 to 3 years as soon as possible. The detailed rules are very clear and are implemented in various departments and provinces. It is a very detailed and operable plan.
Zhao Xiaomin said that the 24 new policies released this time are equivalent to 24 operation lists for the logistics industry, and specify specific operating rules for what to do next in the logistics industry in China . “In the past, companies may feel that they have no way of knowing what to do. For example, it is unclear how cold chains and logistics parks are to be done. It is now clear. So we think that this is a far-reaching enterprise. In the future, companies that want to have relatively large development in the logistics industry should Combine these 24 rules as soon as possible to adjust the company’s development strategy for the next 2 to 3 years within this month. The rules are very clear and implemented in various departments and provinces. It is a very detailed operable plan.”
Express companies have more confidence and confidence
Zhongtong Express said to the surging news reporters that express companies are an important part of logistics transportation It strongly supports the policy measures proposed by the “Notice” of the two ministries and commissions, and has more confidence and confidence in further reducing logistics costs.
Zhongtong said that if the cost of social logistics continues to fall, leading logistics companies must be large and strong. The logistics and express delivery industry has obvious scale effects. The larger the enterprise, the higher the efficiency of resource use. Express business with an average daily business volume of 50 million and an average daily business volume of 100Compared with 10,000 companies, the scale is 50 times larger, but the cost has increased by less than 10 times.
Taking Zhongtong as an example, the business volume in 2011 was 280 million pieces and the transportation cost per kilogram was RMB 2; the business volume in 2016 was 4.49 billion pieces and the transportation cost per kilogram was RMB 1 The business volume in 2019 was 12.1 billion pieces, and the transportation cost per kilogram fell to 0.62 yuan.
Best Group told reporters that the “Notice” issued by the two ministries and commissions has provided scientific guidance for the further development of the logistics industry, and the company supports and implements the two ministries and commissions. Opinion request.
According to Best, the company has applied technologies such as intelligent dispatch engine, automatic sorting, and intelligent customer service to the nationwide logistics network and strengthened the network Integrate and bring into play the synergy effect of comprehensive logistics and supply chain services to achieve cost reduction and efficiency enhancement. In addition, Best provides customers with integrated digital supply chain solutions to help customers “downsizing” the supply chain system, improve agility, and better respond to market fluctuations.
It is reported that at present, Best Group is accelerating the layout of its international business and has started operations in 20 countries and regions. The express delivery service network in Southeast Asia has also begun to take shape. Best Group said, “In the future, Best Group will continue to make efforts in science and technology, strengthen the application of information technology, automation, artificial intelligence, 5G and other technologies, comprehensively improve the quality and efficiency of network operations, and will actively strive to become a backbone logistics enterprise and improve Comprehensive service capabilities and international competitiveness.”