A text that through bulk storage logistics!

2016-10-28 15:18
CONSUMER GOODS Cold chain storage Hazardous chemicals storage Macroeconomics

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.

Fourth, dangerous goods (liquid) storage - in short supply, enterprises have first-mover advantage

With the rapid development of China's petroleum, petrochemical, coal chemical and chemical industries, the total output value of China's oil and chemical industry reached 11.85 trillion yuan in 2012, with a total import and export volume of 637.594 billion US dollars , The number of employees 6.8 million, the main chemical production and use of the forefront of the world, but in this huge chemical products, more than 80% of hazardous chemicals. China's dangerous goods warehousing industry is the production of dangerous goods, hazardous chemicals business enterprises, public warehousing (logistics) enterprises and the use of units and other industries, in 2012 the country's 11,071 dangerous goods storage enterprises in 3871 production enterprises , Accounting for 35%, 4428 enterprises accounted for 40%, public warehousing (logistics) 2662 enterprises accounted for 24%, the use of 110 units accounted for 1%.

(A), showing a pattern of strong East West, the number of professional port terminals continued to grow

1, the southeast of the country's warehousing enterprises account for more than 60%

At present, China's dangerous goods storage enterprises are mainly distributed in the Yangtze River Delta, Pearl River Delta, Bohai Bay and the southeastern coastal port city, accounting for about 60% of the total; large and medium-sized cities in central China accounted for about 25%; According to the China Petroleum and Chemical Industry Association survey, Bohai Bay, 13 coastal cities out of Qinhuangdao, the petrochemical industry will be the focus of development. Yangzhou, Taizhou, the Pearl River Delta Daya Bay in Huizhou, Dongguan Lisha Island, Zhuhai, Hong Kong, Hong Kong, Maoming, the Yangtze River Delta, the Yangtze River Delta and the South China Sea Port, Hebei Cangzhou Bohai New Area, Tangshan Caofeidian Port, Shandong Dongying Economic Development Zone, Qinzhou in Guangxi Beibu Gulf and Yangpu in Hainan have gathered a large number of chemical parks and petrochemical bases, forming a huge petrochemical industrial belt, accounting for nearly 70% of China's petrochemical output, petrochemical products import and export of more than 90% Southeast coastal entry and exit. It is estimated that China's eastern and southern areas of dangerous goods storage capacity of 39.78 million square meters, tank storage capacity of 47.2 million cubic meters, accounting for more than 65% of the total. In a short period of time, the structure of the East and West will not change, but with the intensification of the development of the Midwest, the difference between the east and the west will be gradually narrowed.

2, the Bohai Sea, the Yangtze River Delta and the Pearl River Delta to become the three major petrochemical logistics base

According to the Ministry of Transport Industry Development Statistics Bulletin shows that in 2011 China's port petrochemical professional dock continued to increase, the national port berths of more than 10,000 tons a total of 903, of which petrochemical class occupies 291, accounting for 32.2% of the total. According to the plan, the country's coastal ports are divided into five port groups: the Bohai Rim, the Yangtze River Delta, the southeast coast, the Pearl River Delta and the southwest coast. At present, due to the advantages of the deep-water channel in the Bohai Rim, the Yangtze River Delta and the Pearl River Delta, it is suitable for the construction of large-tonnage wharves, as well as ports open to foreign ships and convenient port transportation. The petrochemical industry in the radiation area is well developed. Three petrochemical logistics base. The throughput of petrochemical products of the three major port groups accounts for more than 80% of the national total. As the transportation of petrochemical products mainly through water transport, of which about 90% of China's crude oil imports by sea. Because of its unique mode of transport, the domestic petrochemical logistics is mainly based on the port construction of terminals and storage tanks, port economic development led to the rapid increase of port petrochemical logistics.

(B), the long-term shortage of dangerous goods warehouse, the industry urgent need to standardize the standard

According to the survey conducted by the China Association of Warehousing, the demand area for dangerous goods warehousing in China is 87.43 million square meters, with a warehouse area of 6,120 square meters. The storage area of dangerous goods is 6,430,000 square meters. Beijing, Guangdong, Shandong, Henan and other regions of the situation is more prominent, to a library hard to find the position, the demand for storage tank library market capacity of 76.42 million cubic meters, the market supply and demand index of about 0.7, the gap nearly 30% There is a capacity of 72.61 million cubic meters, the supply and demand index of 0.95, there are 5% of the gap, in general, 1.05 of the supply and demand index is relatively normal, so the long term, dangerous goods in a shortage of state.

In the short supply, warehouse construction has become a theme, but China's dangerous goods safety accidents frequently, up to hundreds of a year, analysis of the reasons include the low quality of personnel, supervision is not enough, security facilities and a series of problems. At present, China's dangerous goods warehousing facilities, professional qualifications, operating procedures, professional and technical levels are no national professional standards, the current standards are reference, in the implementation process more discomfort, very inconvenient, strongly called for the establishment of To adapt to the development of the industry standard, in order to increase the power of dangerous chemicals strict supervision, strengthen the rectification, to achieve the number of dangerous chemicals accidents and the loss of a substantial decline in the purpose.

(C), the industry kept natural barriers, enterprises have first-mover advantage

1, the region has become an advantage to enterprises, the terminal was the world's coastline is a non-renewable resources. Which business close to the coastline occupied the terminal, to obtain the inherent advantages. For port petrochemical logistics enterprises, the general business is divided into two parts handling and warehousing, loading and unloading is the use of its own terminals, to provide cargo handling services, charge handling fees; warehousing business is through the terminal connecting the pipeline dedicated to the storage tank , To provide customers with goods warehousing services, storage charges. Generally have a terminal storage business profit margins are higher than the dock without the enterprise. Enterprises to obtain shoreline management and terminal construction of the approval, subject to strict approval and experience for a long time, the whole process from the project to the completion of at least 2 years. Therefore, the shoreline and the pier is a barrier to enter the chemical storage industry.

2, dangerous goods business qualification is more difficult to obtain, there is a certain financial barriers

Investment in a petrochemical logistics enterprises need a very strong financial strength, generally a project invested in the billion level, and from the project started to put into operation a long construction period, the potential operators can not immediately enter the industry. So a large one-time investment and a longer construction cycle constitutes an obstacle to enter the industry. In addition to the national petrochemical products storage facilities in the construction and management of investment approval is very strict, in addition to the normal project investment approval procedures, but also through safety, fire, environmental protection, meteorological lightning protection and other departments of the strict review and approval. The lack of experience in the industry management of the enterprise is difficult to obtain the appropriate qualifications to become an existing enterprise moat.

(D), storage format will undergo a series of changes

1, the gradual reduction of state-owned enterprises, foreign capital has entered the Chinese market to compete

At present, the assets of state-owned enterprises account for more than 60% of the total assets of the whole industry, still dominate. The state-owned enterprises will gradually reduce the number of state-owned enterprises as a result of small-scale, weak economic foundation, the service function of the state-owned enterprises and state-owned enterprises will gradually reduce the number of state-owned enterprises in the city or suburbs at the suburbs, forced the transfer policy, Single, poor competitiveness, in the fierce competition in the market can easily be eliminated, the market will gradually reduce the stock. China's dangerous goods storage market development space, has attracted the attention of some foreign counterparts, they actively involved in China's hazardous chemicals warehousing industry, and this enthusiasm is getting higher and higher, foreign and joint ventures are growing . Japan's "Lu", the Netherlands, "Fu Bao", Hong Kong's "Zhongrong", Singapore's "Mobil Oil", Germany's "Oude oil reservoir" and so have a firm foothold in China and achieved good Performance, and their advanced facilities, advanced technology, advanced management, the development of China's hazardous chemicals warehousing industry has played a positive impact and promote the role.

2, public logistics and third-party logistics gradually increased

The future of dangerous chemicals production and trade of the warehouse will not increase, but will gradually reduce the public warehousing and third-party logistics will gradually increase. From the subjective point of view of production and trade to focus on core business, reduce logistics costs, improve industrial competitiveness. Implementation of stripping and outsourcing logistics function is imperative, which can promote the logistics enterprises and production and management enterprises interactive development, and promote the organic integration of all aspects of the supply chain.

3, more efficient facilities, services, more diverse

Warehouse types are expected to change in the future, open positions, sheds, freight yard and other types of warehouses will be gradually reduced, elevated cargo warehouse will be developed rapidly. Elevated cargo warehouse has many advantages, one is the capacity, saving land resources, the second is more suitable for mechanization, automation, can improve labor efficiency, the third is the high performance per unit area, the fourth is the storage management has its convenience . The current three-dimensional warehouse market share is only about 5%, the future will greatly increase the proportion. Service types will also be more diverse, single warehouse model does not meet the requirements of modern logistics development, can not greatly meet customer needs, is bound to affect business efficiency and competitiveness. To multi-service transformation is the enterprise's own needs, more suitable for the integration of supply chain development. Although the current single service model of the enterprise in the market occupies a dominant position, but gradually replaced by multi-function logistics, warehousing industry is an inevitable trend of development.

Fifth, consumer goods warehousing - electricity business to promote the development of supporting the logistics demand

(A), the transformation of economic structure for the development of consumer goods storage power

Since 2011, China's overall economic situation is good, although the growth rate has come down, but the overall better than expected. Rapid growth in the national economy against the backdro of the rapid increase in consumer spending. Benefit from the transformation of China's economic structure and the continuous improvement of consumer spending, the increase in social demand will not only help to stimulate the storage industry to enhance service levels, expand production capacity, more consumer goods storage provides a sustained impetus.

1, home appliance industry: the rise of electronic business sales channels, automated storage space for large-scale warehouse

In 2008 the state to expand domestic demand, the implementation of the "home appliances to the countryside, trade-in" and a series of policies, the home appliance industry had a sustained influence. And in September 2010 after the implementation of the real estate control measures gave appliance industry a potential crisis. So the home appliance industry from the end of 2011 high-speed growth period, into a smooth development period.

links from the entire home appliance logistics, the trunk transport and storage and distribution is the two more important areas. General transportation from the home appliance production base to the central distribution center, regional distribution centers, dealer warehouses, etc .; warehousing and distribution of electrical appliances to provide warehousing and distribution, mainly in the city of distribution-based, the main From the warehouse to the major supermarkets, stores, customers and so on. Warehousing and distribution business because of capital, technology, personnel and other restrictions, the threshold is relatively high, while in some regions and cities, warehouse space is a scarce resource, as the major appliance manufacturers compete for the object. So at present, home appliance storage industry is still the home appliance industry, the blue ocean. On the other hand, the value of home appliances is generally higher, especially LED LCD TV, household electrical appliance enterprises need to have strong ability to resist the risk of warehousing enterprises to manage hundreds of millions of assets of inventory, profit margins are relatively large. Therefore, more and more logistics enterprises will shift the focus to the development of warehousing and distribution business up.

In recent years, the development of home appliance storage has four main characteristics: zero inventory, three-dimensional warehouse, regional distribution center, radio frequency identification technology, these features still play an important role and become more mature. Into the Internet of Things, it can be expected to achieve material and material, material and people, all the items and network connections, easy identification, management and control. And into the era of e-commerce, home appliance storage has undergone tremendous changes will play an increasingly important role in the future.

2, the apparel industry: high-growth industry to provide storage development momentum

China's garment industry from 2007-2008 has begun to enter the high growth period of consumption, and maintained a high growth rate. With the consumption capacity of the residents to improve, brand clothing consumption, brand apparel companies growing trend is becoming increasingly evident. Nike, Li Ning and a number of brand clothing enterprises in the Chinese market has exceeded 10 billion yuan in annual sales, and the emergence of wher the customer and Mecoxlane and other large e-commerce clothing brand retail enterprises, clothing and home textile industry, the rapid increase in listed companies; Of the corresponding, most of the brand clothing enterprises since 2008 are on the logistics and warehousing of large-scale investment in order to enhance its logistics service capabilities, specifically in the supply chain distribution network re-optimization and new logistics center investment and construction, increase logistics Throughput and customer service levels.

The apparel industry for distribution logistics operations within the outsourcing is still in their own opinion stage. Transportation and distribution outsourcing has been very clear, but different enterprises in the logistics center operations outsourcing strategy there are very different. International development brands in China's logistics operations more choice of outsourcing, but the domestic local logistics enterprises in the retail logistics capacity and the need for foreign cooperation in management and communication skills are not met, only foreign (including Hong Kong) logistics service providers to To provide professional services, domestic local service providers must upgrade their own logistics center operational capacity and external service capabilities, or can only stay in the simple low value-added services.

(B), e-commerce makes the demand for storage under the line

Compared with the traditional business, e-commerce, although only a short history of two decades, but at an alarming rate of growth, and has made great achievements. The prospects for the development of electricity providers are bright. The economic development of the cities in the third and fourth tier cities, the underdeveloped areas, and the increase of the Internet penetration rate after 80 and 90 are major consumers. This has provided a sustained external driving force for the scale expansion of China's e-commerce .

E-commerce development on the development of warehousing industry have a transformative impact, on the one hand to provide a strong and sustained power, on the other hand also changed the market structure. In the increasingly fierce competition in the electricity business today, companies have the "customer experience" as the yardstick, so the development of warehousing and logistics to a large extent affected the development of electricity providers. B2C, C2C in the logistics system construction focus on different, at present China's logistics system is divided into self-built and third-party two.

1, self-built logistics center: Jingdong as an example

Third-party logistics and distribution has the advantages of low cost, but the service, efficiency, and many other problems. According to the China e-commerce research center survey, 2012 consumer online shopping is the most dissatisfied with the problem of logistics! Which accounts for 49.2% of the factors of long delivery time, which is e-commerce enterprises choose to self-built logistics a major reason, electricity providers want to win the trust of consumers and access to long-term development, we must grasp the logistics. At present, various home appliance manufacturers have made efforts to build their own logistics system. Among them, the Jingdong logistics building the most compelling.

In 2007, Jingdong began to focus on building their own supporting logistics system, in 2009 to get the second round of financing more than 2000 million dollars, Jingdong 70% of the financing investment leasing warehousing, the establishment of distribution team. In 2011, Jingdong Mall continue to increase investment in logistics, while construction of seven first-class logistics center and 25 secondary logistics center, including one in Asia, Shanghai, a huge storage. Jingdong in 2012 in the logistics of investment on more than 3.6 billion, storage area has more than 100 million square meters. At present, Jingdong self-logistics has covered the country's 1000 counties, the basic accounting for 40% of the total number of administrative counties, and will continue to grow. As of early May 2013, Jingdong has built a large logistics network consisting of 6 major logistics centers, 25 warehousing centers, nearly 1,000 distribution stations and 200 self-provided points covering 1037 districts and counties across the country. 80% of orders in the daily average of 80% of goods from the self-built logistics and distribution system.

From 2010 onwards launched the "211 time limit service", "the next day of special services", "speed of services", but also to Jingdong accumulated "fast delivery" of the reputation and a huge customer base. Its with the Lynx in 2013 "double eleven" electricity war, but also to "real courier" slogan for advertising, enough to see the Jingdong emphasis on self-built logistics and thus gain the intangible benefits.

2, rookie network: to promote the modernization of storage and quality of the upgrade

With the rapid development of China's online retail industry, in 2012 Taobao and Lynx trading volume has exceeded 1 trillion yuan, the daily parcel volume is more than 12 million single, and only 2013 "double eleven" day, The mall will achieve a sales of 35.018 billion yuan, once again to create a new history. With the rapid development of electricity providers, the traditional dependence on third-party logistics can not meet the needs of the electricity providers. Alibaba Group launched the China Smart Logistics Backbone Network (CSN) on May 28, 2013. In cooperation with Intime Group, Fosun Group, Fuchun Group, Shunfeng Group and Fosun Group, , Shen Tong, tact, in the rhyme together to form rookie Network Technology Co., Hope that the next 8-10 years, the CSN project will support a daily network of 30 billion yuan retail sales of logistics network, so that any region of the country within 24 hours of service. At present, Ali has integrated 3005 logistics enterprises, 2 million lines and 30,000 outlets, but also did not involve the storage and data platform, the goal can still need time to observe.

CSN, although still not conclusive, but the project once successful, will make the entire logistics system earth-shaking changes: First of all, it will be self-built, co-built, cooperation, transformation and other models, the layout of logistics facilities in major locations and platforms Second, it will use large data, cloud computing, Internet of Things and other new technologies, B2B, B2C, C2C enterprises to provide open service platform to enhance the existing logistics enterprise warehouse utilization and operational efficiency for the modern Electricity providers to pave the way for the development. We believe that the rapid development of logistics under the CSN will lead to the rapid development of modern warehousing and logistics. This lead is not only the CSN, but also the various types of suppliers with CSN as the competitor. Similarly, the rapid development of node logistics On the one hand is the amount of increase, but more of a qualitative transformation.

The amount of demand, the average daily sales of 30 billion support, average daily processing of 200 million packages, we initially measured down to 1500-3000 million level of modern storage facilities to support, which is the existing standard modern storage facilities 1- 2 times, while the need for 10-20 million level of storage land needs. Quality of the upgrade point of view, may have two or three lines of the original node already has many infrastructure, this part of the infrastructure is old, not up to the requirements of efficient turnover, and therefore need to re-upgrade, and this part of the facilities are independent , There is no tandem network and the formation of a system of resources, and CSN will be incorporated into the node system, and common development.

6, cold chain storage - rapid growth, the development of fresh produce of agricultural products to provide blue ocean

(A), China's cold chain logistics industry and the gap between the developed countries

On the whole cold chain logistics industry, at present, China's annual fruit, vegetables and other agricultural products in the picking, transportation, storage and other sectors of the loss rate of up to 25% to 30%, and Europe and the United States and other developed countries, the loss rate of 3 to 5% At the same time, cold chain logistics service resources are scattered in various fields such as food, primary agricultural products, biomedicine and so on, cold chain logistics development has been affected by the development of cold chain logistics, because of the characteristics of vertical and horizontal management of products in accordance with product attributes. Constraints.

As the preservation of backward technology, coupled with perishable goods in the low-temperature storage and refrigerated transport links did not do the whole cold chain logistics, 80% -90% of the fruits, vegetables, poultry, aquatic products are transported in ordinary trucks, resulting in each year 100 million tons of rotten fruit deterioration or devaluation, fishing about 400,000 tons of fish per year rot. The estimates, perishable food waste and waste up to a billion dollars a year. In addition, about 20% -25% of the fruit and 30% of the vegetables in transit transport and storage of decay damage, the total number of tons per year, worth about 75 billion yuan.

(B), cold storage construction in recent years to maintain rapid growth, but there is still a distance with the developed countries

By the end of 2011, China had a total cold storage capacity of 71.11 million square meters and a reference stock of 17.4285 million tons. National and most provinces and cities nearly two years to increase cold storage capacity are very fast, but the development of imbalance. First, as the market's key cities such as Beijing, Shanghai and some provincial cities, and second, as the agricultural and sideline food origin such as Xinjiang, Hainan, Shandong and other fast-growing. But compared with the developed countries, there are still many gaps. According to the latest statistics of China, the United States and Japan, the United States is China's 9.24 times, Japan is China's 7.71 times, according to per capita possession of cold storage capacity. China's development in the construction of cold storage space is great.

(C), there are many problems in the domestic cold storage, equipment needs to be upgraded, the utilization rate needs to be improved

1, the structure is irrational, uneven development and distribution

At present, the distribution of cold storage in the region is not balanced, Shandong cold storage capacity is nearly 80 times that of Hainan, Hainan, nearly 60 times the number of vehicles, although the two provinces in recent years, the number of cold storage growth is fast, but the gap too Large, showing the distribution of imbalance.

On the commodity category, the main application of China's cold storage or food, medicine, the proportion of less than 1%, the lack of standards is China's largest pharmaceutical cold chain logistics standards Mishap. At present, many fresh electricity providers use self-built logistics, but this model has many drawbacks. The first is self-built logistics early input cost. Chongqing Agricultural Products Group's Green Super fresh online supermarket building is only an independent distribution center and cold chain facilities into the 20 million to 30 million yuan, the investment accounted for 50% of the initial investment. Followed by self-built logistics support distribution range is limited. Self-built logistics is generally limited to urban transport within the distribution, when the business expanded to the country, it is necessary with the help of third-party logistics.

According to the data published by Ali, from the specific category, the traditional nutritional supplements (including honey / bee products, bird's nest, Ganoderma lucidum, Cordyceps sinensis, etc.), grain and oil rice noodles / Dry goods / condiments, tea became Taobao 2012 the largest agricultural products category, were 6.141 billion yuan, 3.453 billion yuan and 3.141 billion yuan. Fresh (seafood / aquatic products, fresh fruit, etc.) is the fastest-growing category in 2012, an increase of 42.06% year on year. Specific to the product, the 12-year tea Taobao is the largest sales of agricultural products, daily sales reached 7.22 million, followed by dates, beef jerky and nut products. Honey and bee products, dry goods (bacon, sausage, etc.), food and medicine homologous food is still maintained rapid growth, turnover also climbed to a higher level; fresh fruit and seafood aquatic products in 2012 Yijuntuqi, become the fastest growing agricultural products.

2, fresh electricity providers to pull cold storage demand, capacity requirements are expected to double the space

Cold chain logistics network is divided into two parts of the cold chain home delivery and cold chain trunk, with small and medium-sized investment in small and medium-sized cold storage investment by the fresh electricity providers are easy to pull heavy volume, large and medium-sized cold storage investment and out of the upstream channel, the current domestic Cold storage capacity of 18 million tons, most of China's cold storage resources are still lacking, we predict the next five years, cold chain home supply demand for 900 million tons, cold chain trunk cold storage total demand of 14.5 million tons, the total demand of 2350 Million tons, so the capacity of the demand has doubled the space.

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