High cost, low efficiency and asymmetric information are regarded as the chronic diseases of traditional logistics industry in China. In recent years, the development of Internet and mobile Internet technology has started to promote the transformation and upgrading of traditional logistics industry, and logistics e-commerce will have great development opportunities.
Statistics released by China Federation of logistics and procurement recently showed that from January to July 2015, the total cost of social logistics in China was 5.8 trillion yuan, an increase of 4.2% year-on-year.
Everbright Securities believes that the current proportion of China's total logistics cost to GDP is about 18%, and the cost of logistics industry in social production is far higher than that of developed countries such as the United States and Japan. The backward information and automation degree of logistics industry in China limit the improvement of the overall operation efficiency of logistics industry. The total no-load rate of highway freight in China is about 40%, and the waste of freight vehicle resources is serious, while the average no-load rate of American highway logistics industry is about 10%.
'Internet +' to transform traditional logistics e-commerce to meet the development opportunity
In addition, at present, most of the zero load business in China's road transportation market is mainly carried by a large number of small and medium-sized special line providers. According to incomplete statistics, there are about 4.5 million domestic zero load freight enterprises, and more than 80% of the enterprises still rely on the low-cost strategy without standards and order.
Yinjian, President of Shanghai Huitong supply chain technology and Operation Co., Ltd., said recently that logistics industry is the pillar industry of China's economy. However, there are less than 10 listed logistics enterprises in China so far, and there are no Internet Logistics Listed platform enterprises. The reason why logistics listed enterprises are few is that the logistics companies that can be listed are basically contract logistics, which mainly make large customers, but the development and growth mode of relationship marketing enterprises has limitations; secondly, the existing logistics enterprises have limitations in scale development and are also subject to cash flow; thirdly, some enterprises have limitations in the standardization of company operation and financial management.
In order to promote the development of domestic logistics industry, in recent years, the national logistics industry policies have been frequent, hoping to improve the industry informatization and scale. In the guidance on actively promoting the 'Internet +' action issued by the State Council on July 5 this year, 'Internet +' efficient logistics is listed as one of 11 key actions.
In the view of the industry, the integration of logistics industry with Internet and mobile Internet is still relatively weak. By combining logistics industry with Internet, we can coordinate the distribution relationship between goods and transportation capacity through network platform, form the mode of 'Internet + logistics', and realize the transformation of logistics industry. The integration and transformation of the Internet to logistics will also be a new blue sea and the next air outlet.
Internet logistics has been rising in recent years, becoming a new force in logistics industry and is favored by capital market. Recently, Huitong supply chain under the 'transport of things' logistics e-commerce platform announced to obtain million level financing. After the financing is completed, the company is expected to be listed on the new third board in the first half of next year, and is expected to become the first listed enterprise in China with 'Internet + logistics'. Another intelligent logistics platform, FGN, recently announced the launch of IPO listing plan.
In view of the rise of Internet logistics, Huachuang Securities believes that the Internet can reduce the logistics cost of the whole society and change the current situation of small and disorderly logistics industry by reducing intermediary. The trillions of transformation space of logistics system leaves the huge development potential of o2o logistics enterprises.
Source: ande Logistics Co., Ltd