The current status of warehousing and logistics development in my country

Analysis of the development status of my country's warehousing industry
A few days ago, the China Logistics and Procurement Federation and China Reserve Development Co., Ltd. jointly investigated in April 2019 China Warehouse Index was 54.3%, a decrease of 2.9 percentage points from the previous month. Except for the extension of the business volume, the remaining sub -indexes are located above the Rongku Line. Wang Yong, assistant to the president of China Reserve Development Co., Ltd., said that the current storage business volume of my country has grown significantly, the turnover efficiency continues to accelerate, and the inventory level will no longer rise. In summary, the main reason for the more active market is that the economic data improved in the first quarter and the macro emotions were favorable; the second was the centralized release of market demand.
Sminton warehousing has become a trend
The warehousing industry refers to the dedicated to cargo warehousing, cargo transportation transfer storage, and warehousing -based logistics distribution activities. Traditional warehousing only refers to warehousing business such as inventory management and inventory control that warehousing companies engaged in in inventory management and inventory control in accordance with customer requirements. Modern warehousing industry means more widely. It refers to the main storage services such as storage business, providing traditional storage services such as goods storage, storage, and transit. Value -added services such as financing, as well as the cluster of storage -type logistics enterprises such as the construction of warehouse infrastructure.
With the rapid development of the express delivery industry, my country's logistics industry has gradually matured, coupled with the innovation of new technologies such as artificial intelligence and the Internet of Things, intelligent warehousing has become a trend. Generally speaking, the warehousing industry industry chain is mainly composed of procurement and transportation.
Analysis of the industry chain of the warehousing industry

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In recent years, the overall development of my country's warehousing and logistics industry has developed steadily, and has made positive progress in the reform. Under the impact of the macroeconomic situation, the total investment in the warehousing and logistics industry has slowed down, the growth of room temperature storage facilities has stabilized, and the construction of cold storage has remained high. In the growth rate, corporate income is significantly better than the previous year. From the perspective of the operating entity of my country's warehousing industry, it can be divided into four categories: self -operated warehousing, business warehousing, public warehousing and strategic reserve storage.
The analysis of the four major operating entities in my country's warehousing industry

Data Source: Foresight Industry Research Institute compiled
third -party logistics improves warehousing storage The overall efficiency of logistics
From an efficiency point of view, the use of international standard logistics and third -party logistics can effectively improve the overall efficiency of the warehousing logistics industry. Taking third -party logistics as an example, third -party logistics refers to the determination of returns through contracts and undertake all or part of the logistics activities of the owner (consignor) enterprise. The service and the service of both.
In general, compared with traditional logistics, for consignment companies, third -party logistics is conducive to concentrating the main business, reducing inventory, reducing investment, and accelerating capital transfer; Technology, improve customer service level, reduce logistics costs, meet the types and regional needs of different orders with efficient, accurate, and economic benefits, and improve the efficiency of warehousing and logistics.
In addition, my country's intelligent warehousing penetration rate is low, which to a certain extent limit the improvement of industry efficiency. Many weeks know that compared with traditional storage, intelligent warehousing has many advantages. It can not only improve space utilization and save storage space, but also improve operating efficiency while reducing labor costs.
The development of the US warehousing industry
It in developed countries and regions such as Europe, the United States, Japan, the warehousing industry has been developed earlier and has formed a relatively complete transportation and information network. The high level of the operation and management of the US warehousing industry is due to the huge logistics needs of marketization and globalization. The United States has a loose and orderly logistics development environment, good logistics infrastructure, strong third -party logistics companies global logistics service management and storage management capabilities.
From a cost perspective, the cost of warehousing logistics is one of the key factors affecting the development of the industry. From the comparison of China -US storage logistics costs, the cost of logistics and storage custody of China's logistics accounted for 16.6%and 5.8%of GDP, respectively, which was much higher than the United States. It can be seen that China's current warehousing and logistics costs higher and there is a large room for compression.
The comparison of the cost of storage and logistics in China

n Data sources: Foresight Industry Research Institute sorted
It is composed of traditional logistics companies and emerging logistics companies. The profit model is mainly through four types: operating interests, economic interests, management interests and strategic interests. However, China's third -party logistics penetration rate is at a lower level. At present, the penetration rate of third -party storage and logistics in the United States is as high as 40%, but China is only about 10%, with a large gap. It can be seen that the promotion of third -party logistics needs to be improved in the future.
The overall trend of my country's warehousing industry is stable
The traditional warehousing enterprises refer to warehousing and logistics business such as storage management and inventory control in accordance with customer requirements. The meaning of modern warehousing and logistics industry is more extensive. It not only provides traditional storage services such as goods storage, storage, and transit, but also can provide value -added services such as processing, assembly, packaging, commodity distribution, information analysis, pledge supervision financing services, and pledge supervision financing services in the circulation field. Construction of warehouse infrastructure construction and leasing services. However, the warehousing logistics industry is still composed of two parts: storage and logistics, which is closely related to the development of these two major industries.
In January to April 2018, from January to April 2018, my country's warehousing and logistics industry prosperity index increased significantly. Among them, due to the Spring Festival factors, the prosperity index fell into the contraction range in February; but with the recovery of production and operation activities after the festival, the industry was at a high level of the expansion range until April. After the peak, the industry's prosperity has been obviously landslide for many months, which is mainly affected by the seasonal decline of high temperature and rain. Subsequently, since August, with the improvement of the business environment, the influence of "Golden Nine Silver Ten" and the Mid -Autumn Festival National Day, Double Eleven and other nodes, the traditional peak season is coming. The degree continues to rise. Influenced by the Spring Festival and starting school in 2019, the logistics industry prosperity index is on the rise.
2018-April 2019 my country's warehousing and logistics industry prosperity index statistics

, In my country's warehousing and logistics industries, all regions of the warehousing and logistics industry are facing the problem of continuous warehousing rent. According to the Internet of Things Yuncang data, in December 2018, the average rent of 30 key cities across the country was 26.80 yuan/m2 · month. Although it fell by 0.70%month -on -month, rents rose sharply from July 2018.
Among them, the cities with the highest warehouse rents are Beijing and Shanghai, with an average rent of 40 yuan/m2 · month. In the early stage, some unsuccessful storage facilities were relocated (outside), which led to tight warehouse resources and warehouse rents rose sharply. Among them, the rent of warehouses in Beijing, Guangzhou, Tianjin, Wuhan, Chengdu and other places has increased by more than 20%.
In terms of warehouse vacancy rate, the average vacancy rate of warehouses in 30 cities across the country was 11.78%, an increase of 1.35%month -on -month, and the growth of warehouse demand slowed down. Among them, the cities with the highest vacancy rate in warehouses are Chongqing, Dongguan, and Kunming. The vacancy rates in December 2018 were exceeded 26%. Compared with July, Chongqing and Dongguan's vacancy rates have risen.
is worth mentioning that Chongqing warehouse resources have been in a state of demand for a long time, resulting in the high vacancy rate; some new warehouses in Dongguan are put into the market, such as Xinxiahui Dongguan Logistics Center (20,000 square meters) and Dongguan Huanghuang Huang Huang Jiangzhen Gaotai (160,000 square meters), the supply of warehouses is large, resulting in a significant increase in warehouse vacancy rates.
The cities with the lowest vacancy rate of warehouses are Suzhou, Foshan, and Jiaxing, and the vacancy rate is less than 5%. Compared with July, Jiaxing's vacancy rate decreased significantly, mainly due to compression and dismantling violations of warehousing land. Some Shanghai companies seeking warehouse resources in surrounding cities such as Jiaxing. A certain leading role has increased the demand for Jiaxing warehouse and reduced vacancy rates.
The logistics enterprise competes for the layout of the storage industry
The development of the warehousing logistics industry is closely related to the amount of express delivery business. According to the State Post Office data, from 2013 to 2018, China's express delivery business volume rose rapidly, and the annual growth rate continued to maintain a high level. In 2018, the national express delivery business volume was 50.71 billion, a year -on -year increase of 26.6%. That is to say, the number of people in my country was 36 times per year per year, and the number of express delivery business was evident.
As of January to April 2019, my country's postal industry's business revenue (excluding direct operating income of postal savings banks) completed a total of 293.18 billion yuan, an increase of 20.6%year-on-year, and the cumulative business volume of the national express service enterprise was 17.07 billion pieces. , Year -on -year increased by 24.8%.
2013-2019 April April of the national express service enterprise business volume and growth status

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n From the perspective of an enterprise, the business volume of Yuantong, Zhongtong, Shentong and Yunda performed brightly. Among them, Zhongtong Express's business volume in 2018 was about 8.5 billion, a year -on -year increase of 36.66%, ranking first in the industry; and the fastest -growing business volume in 2018 was Yunda, a year -on -year increase of 47.99%. Speaking in the industry is second.
In general, if simply use the courier business volume to represent the market share of the enterprise in the warehousing and logistics industry, then the market share of the Sandong and One Dada is more than half, and the total share of the four is as high as 53.76%. It is worth mentioning that because SF, the leader of the courier industry, has not yet announced the latest business volume, so SF's market share has not been accounted for separately. However, although the size of SF enterprises is large, it is expected that the business volume in 2019 is still lower than the three links, mainly because the unit price of SF Express is relatively high, and the service and speed advantages are weakened.
2018 China Express Industry Market Market Target Target

Data Source: Foresight Industry Research Institute compiled
In fact, domestic storage The competitive main body in the logistics industry is far more than the courier company, but also other companies with a large number of main storage logistics. From the perspective of the performance scale of the main listed companies in my country's warehousing and logistics industry, SF's revenue and net profit scale still ranks first. In 2018, it reached 90.94 billion yuan and 4.464 billion yuan, respectively. Yunda's revenue scale is also at the upper level of the industry. It can be seen that the courier company has strong competitiveness in the warehousing and logistics industry.
Compared with the traditional warehouse industry, the different points of the modern warehousing and logistics industry are mainly reflected in logistics links such as transit and distribution. Therefore, the logistics link is the focus of the development of my country's warehousing and logistics industry and attracts the entry of a lot of capital. Generally speaking, 2018 is a year of cross -border competition in logistics enterprises to break the market boundary. Enterprises have continuously merged, reorganized, and marriage to achieve cost reduction, or the improvement of competitiveness. The favor of capital, there are also some traditional logistics companies get new blood.
In statistics, as of November 2018, the financing amount of the warehousing and logistics industry exceeded 100 billion yuan, of which there were many investment and financing incidents of 100 million yuan and above in the logistics industry. Specifically, from January to November 2018, the warehousing logistics industry's investment and financing incidents of 100 million yuan and above can be divided into 4 major areas, namely logistics and supply chain platforms, same city distribution, logistics facilities and comprehensive logistics. Among them, the investment in the field of logistics and supply chain platforms is the highest, and the number of large investment is the largest; while the single investment amount of logistics facilities and comprehensive logistics is relatively large.
The trend of the general trend of intelligent warehousing logistics
On from the development process of the warehousing and logistics industry, China's logistics and warehousing can be divided into artificial warehousing logistics, machine -based storage logistics, automated warehousing logistics, integrated automated storage logistics, and intelligent automated storage storage storage Five stages of logistics. At present, my country's warehousing and logistics industry is in the stage of automation and integrated automation. With the development of information skills in the future, the development of the warehousing and logistics industry will combine the technology of the Industrial Internet to continuously upgrade to intelligence. Therefore, the general trend of intelligent logistics has also become the focus of many enterprises and capital layout.
At the same time, e -commerce giants have promoted the construction of the smart warehousing and logistics system. For example, companies including Ali, JD.com, Suning and Vipshop have clearly proposed the positioning and construction planning of the warehousing and logistics system. From a long -term perspective, it is expected that in the future, the warehousing and logistics industry will further accelerate the intelligent and digital transformation and upgrading of warehousing and logistics, thereby achieving the overall cost of the industry.
The e -commerce enterprise warehousing logistics system positioning and construction planning and analysis situation

Data Source: Foresight Industry Research Institute sorted
-—————— The above data and analysis come from the "Analysis Report of the Market Prospective and Investment Strategic Planning of China's Warehousing Industry Market in China Storage Industry Market".