Stimulated by the saturation of industry scale and the increasing diversity of market demand, the logistics industry is about to enter the "second half", and an industrial upgrading from traditional commercial circulation logistics to comprehensive supply chain management services is standing on the wind.
Many analysts believe that the traditional point-to-point transportation service can no longer meet the needs of the current industry development, and modern logistics has undertaken not only the circulation and delivery of products. The integrated and integrated supply chain management service system based on logistics, including the interaction of information flow, business flow and capital flow, is gradually subverting the traditional business model of the logistics industry, and is also the main direction of the development of the modern logistics industry.
Traditional logistics turns to supply chain management services
The so-called supply chain management service refers to the design, planning, control and optimization of logistics, business flow, information flow and capital flow in the supply chain based on modern information technology, and the integration of single and decentralized order management, procurement execution, customs declaration and tax rebate, logistics management, financing, data management, trade commerce and settlement.
He Dengcai, vice president of China Federation of logistics and procurement, believes that: "The core means of supply chain management is' design, planning, control and optimization '. Enterprises use information technology to adjust and reshape the whole service process and links, so as to achieve the effect of improving efficiency, saving cost and providing better service experience for customers. It is the inevitable trend of the development of modern logistics industry under the new pattern."
Taking manufacturing enterprises as an example, because manufacturing enterprises and suppliers can not effectively realize information sharing, enterprises have instability in production, supply and inventory management. Through supply chain management services, information sharing between manufacturing enterprises and raw material suppliers is realized, and integrated collection, transportation, on-line storage and production line distribution services are provided to ensure the supply of raw materials Suppliers and manufacturing enterprises can meet production and manufacturing needs with low raw material inventory.
In the consumption and circulation link, the supply chain management service can improve the service response speed and optimize the cost through more optimized warehouse network layout, distribution / replenishment strategy and routing planning according to the differentiated needs of different users.
With the development of information technology, some traditional logistics enterprises have changed to supply chain service providers, extending the transportation service chain from point-to-point to the whole supply chain, coordinating the participants in the supply chain, and making all links seamlessly connected, so as to make the "four flows" of business flow, logistics, information flow and capital flow More reasonable and efficient operation, and finally realize the business logic of "enabling - cost reduction - profit" of modern supply chain enterprises.
According to public information, since this year, most logistics companies have indicated that they have laid out in the field of supply chain management services. At the same time, affected by the continuous decline of single ticket income of traditional logistics, including SF Holdings (002352. SZ), Shentong express (002468. SZ), Debon shares (603056. SH) and Baishi group (603056. SH) The vast majority of enterprises, including, reported a year-on-year decline in net profit to varying degrees.
Head enterprises take the lead in practice
The reporter noted that major leading enterprises, including ririshun and Jingdong Logistics (02618. HK), are practicing the integrated supply chain management service model to open up new growth space.
According to public information, on the basis of the original logistics services, Riri Shun has formed two major supply chain management service businesses of consumption and manufacturing through the integrated integration of various nodes in the industrial chain. At the same time, Riri Shun is also expanding the international supply chain management service business according to the global business needs of customers.
Among them, consumer supply chain services are the integration of multiple services including supply chain scheme design, warehousing layout and management, end-user distribution, installation services and so on to provide customized supply chain solutions for customers; manufacturing supply chain services provide customers with services including raw material collection, VMI and circular packaging, as well as line warehouse management and JIT production line distribution.
According to the financial data, the revenue of supply chain management services accounted for 78.12%, far exceeding 18.38% of basic logistics services. The business scale of supply chain management services also increased from 7.702 billion yuan in 2018 to 10.965 billion yuan in 2020, of which the revenue of manufacturing supply chain services increased nearly three times in three years.
Coincidentally, JD logistics has also put forward a similar development direction. The proportion of integrated supply chain logistics business, which helps enterprises reduce operating costs, is also increasing year by year.
SF holdings officially entered the supply chain management service field by acquiring DHL's supply chain business in China. According to the relevant person in charge of the company, the supply chain management business is in the stage of rapid development in China and has great room for improvement. Financial data show that at present, the revenue of SF supply chain business accounts for about 5.99%, which is the fastest-growing business segment of the company in recent years.
In addition, enterprises including millway (603713. SH) and long term logistics (603569. SH) also practice integrated supply chain management services in specific single industry fields such as chemicals and automobiles.
Digital upgrade
While logistics enterprises are transforming to supply chain management services, in the face of huge and complex business and management processes, it is also a consensus in the industry to grab more technical dividends by upgrading the industrial chain by means of digitization.
In the industry, the logistics cost and modernization level are generally measured by the proportion of total social logistics expenses in GDP. Relevant data show that China's logistics cost will be about 14.9 trillion in 2020, accounting for 14.6% of GDP. Compared with the proportion of 8% in the United States, promoting the quality and efficiency improvement of the logistics industry through digital measures is expected to bring trillions of cost reduction space to China's logistics industry.
SF Holdings said in this year's interim report that the improvement of the digital and intelligent level of the logistics industry has made remarkable achievements in reducing costs and increasing efficiency. The company plans to innovate system tools, promote online intelligence in the whole process of logistics, complete the automation of intermediate transfer capacity, use scientific and technological means to improve efficiency, reduce labor costs and realize the transformation and upgrading to technology intensive.
Ririshunze plans to invest more than 3 billion yuan, most of which will be used to build intelligent logistics center projects, intelligent storage equipment projects, digital and intelligent logistics information system construction projects, and self-supporting transportation capacity improvement projects. After all the above projects are put into operation, the company's logistics network and digital operation capacity will be further enhanced.
JD logistics's Asia warehouse 1 is also a digital upgrade of the industry. Its "land wolf" AGV robot can automatically carry the whole set of shelves, transport the goods to the corresponding storage location or the operator, and independently plan the route, queue up and avoid obstacles, which greatly improves the work efficiency of logistics warehousing.
In general, as the necessary support of the commercial society, the logistics industry is still a field with great potential. At the moment of the transformation of leading enterprises to supply chain management services and the large-scale digital upgrading of the industry, the second half of the logistics industry seems to have come.
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