The battle of three major modes of automobile logistics in the nearly trillion market
automobile logistics takes the related products of the automobile industry as the service goal, realizes the physical flow and spatial transfer of raw materials, auto parts, complete vehicles and after-sales accessories, and provides logistics support for the whole automobile industry chain. Because it permeates every link of the automobile industry, the development of automobile logistics is closely related to the automobile industry. The development of China's automobile logistics industry has experienced four main stages, and is currently moving towards the direction of third-party automobile logistics and integrated automobile logistics
what does automobile logistics transport
automobile logistics takes the relevant products of the automobile industry as the service goal, realizes the physical flow and spatial transfer of raw materials, auto parts, complete vehicles and after-sales accessories, and provides logistics support for the whole automobile industry chain
automobile logistics is integrated into the automobile industry. Like it logistics, steel logistics and petrochemical logistics, it is a kind of professional logistics. In addition, due to the different transportation goods and links, automobile logistics can be divided into three major categories: parts logistics, vehicle warehousing and vehicle logistics. According to different service links, parts logistics can be subdivided into parts procurement logistics, production logistics, parts import and export logistics, after-sales spare parts logistics, etc; Vehicle logistics can be divided into commercial vehicle logistics, passenger vehicle logistics and used vehicle logistics
integrated into the automotive industry, throughout the whole process
in the automotive industry chain, automotive logistics runs through the whole process: parts procurement logistics from parts suppliers to manufacturers, vehicle logistics and vehicle storage from manufacturers to dealers, and sales logistics from dealers to consumers. Just because it permeates all links of the automobile industry, the development of the automobile logistics industry is closely related to the automobile industry
develop towards third-party and integrated logistics
China's automobile logistics has been developing with the progress of the automobile industry. From its organizational form and business model, it has mainly experienced four main stages:
stage 1 (1920s): this stage is in the initial stage of the domestic automobile industry, the scale of automobile logistics is small, and automobile manufacturing enterprises often set up logistics departments to meet their own logistics needs. General general logistics enterprises still have some deficiencies in professionalism
stage II (middle and late 1990s): with the maturity and expansion of domestic automobile manufacturing enterprises, they gradually realized the importance of logistics and set up logistics subsidiaries to assist automobile production. For example, SAIC Group established Anji logistics, FAW Group established FAW logistics, etc
stage III (early 21st century): domestic third-party logistics is developing towards specialization and scale, and gradually infiltrates the automotive industry. Because its property rights are independent of automobile manufacturing enterprises and not limited to a single customer, it has better efficiency and scale advantages. At this stage, automobile manufacturing enterprises also tend to outsource some logistics businesses, so as to focus on automobile production and marketing
stage 4 (around 2010): comprehensive automobile logistics enterprises are basically mature. Large automobile logistics enterprises gradually outsource transportation links to carriers, focusing on logistics scheme design, logistics network optimization and other high value-added links. Due to its less transportation capacity and improved business flexibility, the business risks caused by the industry boom fluctuations have been greatly reduced
industry demand: 600billion feast, which fluctuates with the cycle of the automotive market
we expect the domestic automotive logistics market to be billion yuan, with a growth rate of 9.8% in 2015. The growth rate of market scale follows the total output value of the automotive industry, which is stable. From the perspective of the income of automobile logistics enterprises, the growth rate fluctuates periodically with the growth rate of national automobile sales. The main reason for the synchronous fluctuation of automobile logistics and automobile sales is that the supply and demand of the domestic automobile market is basically balanced and the demand transmission of the industrial chain is smooth. In addition, the automobile logistics market has the same seasonal characteristics as the automobile sales market, and the fourth quarter is the peak season
600 billion + market size, with a steady decline in growth rate
the scale of the automotive logistics market is billion, and the growth rate has a steady decline with the output value of the automotive industry. We calculate the scale of the automobile logistics market by multiplying the total output value of the automobile industry by the automobile logistics cost rate: according to the data of the National Bureau of statistics and the automobile logistics yearbook, the sales output value above the scale of China's automobile industry in 2014 was 6.63 trillion, an increase of 13.3% year-on-year, and the logistics cost rate of the automobile industry in 2011 was 9.6%. We predict that: 1) in 2015, the output value of the automobile industry will decline with the decline of the growth rate of automobile sales, reaching 11.0%; 2) In 2015, the logistics cost rate of the automotive industry (compared with 2011) decreased slightly by 0.6 percentage points to 9.0%. To sum up, it is estimated that the scale of domestic automobile logistics market in 2013, 2014 and 2015 will be 544.5 billion yuan, 603.7 billion yuan and 662.8 billion yuan, with growth rates of 14.7%, 10.9% and 9.8% respectively
the demand transmission of the automobile industry chain is smooth, and the automobile logistics fluctuates with the consumer market
the income growth rate of automobile logistics enterprises fluctuates with the cycle of the national automobile sales market. After comparing the growth rate of FAW logistics revenue, the second largest automobile logistics enterprise in China, with the growth rate of domestic automobile sales, we found that the former basically fluctuated with the fluctuation of the latter. For example, during 2011-2013, the national automobile sales market recovered, and the growth rate of FAW logistics revenue also showed a significant upward trend. At the same time, with the decline of the automobile sales market in, the growth rate of FAW logistics revenue also fell sharply
the supply and demand of the domestic automobile market are basically balanced, and the demand transmission of the industrial chain is smooth. We believe that, The main reasons why the income growth rate of automobile logistics enterprises fluctuates with the automobile sales market are: 1 "Therefore, it also meets the requirements of many automobile utilization aspects, such as the internal parts of automobiles). The automobiles consumed in China are basically manufactured in China, accounting for more than 98%; 2) the annual manufacturing volume and sales volume of domestic automobiles are basically balanced, and the production and sales rate fluctuates around 100%, which means that whether it is the whole vehicle logistics between automobile manufacturing enterprises and sales markets, or the parts procurement logistics between automobile manufacturing enterprises and parts suppliers, All maintain the same periodic change rhythm
the automobile logistics market is seasonal, and the fourth quarter is the peak season.
the automobile logistics market is characterized by seasonal fluctuations, and the fourth quarter is the peak season. The traditional auto sales market and auto parts market have high sales in January, March, November and December every year. When combined into quarters, the fourth quarter is undoubtedly the highest sales volume of the year. Due to the high correlation between the automobile logistics market and the automobile sales market, the automobile logistics market also presents obvious seasonal characteristics: after comparing the average quarterly revenue of Chang'an Minsheng logistics from 2007 to 2012 (quarterly data will not be disclosed after 2013), we found that the revenue in the fourth quarter was significantly higher than that in the other three quarters, which was the highest revenue in the year
industry supply: oligopoly pattern, customer resources are above
domestic automobile logistics enterprises can be divided into three categories: subordinate logistics subsidiaries established by automobile manufacturers themselves, third-party logistics companies and small and medium-sized logistics companies, which have obvious differences in company background and business characteristics. The automobile logistics market is an oligopoly market, which is consistent with the pattern of the upstream automobile manufacturing industry. In 2013, the transportation volume of the top four automobile logistics companies in the industry accounted for 8% and that of bio based synthetic materials was about 29%, 11%, 7% and 8% respectively. At the same time, we believe that customer resources in the automotive logistics industry are the top priority, "Those who win customers win the world" "In addition, due to the concentration of upstream automobile manufacturing enterprises and the distribution of downstream consumer markets across the country, automobile logistics enterprises need large-scale transportation capacity and storage facilities to provide logistics support.
three models: self established logistics subsidiaries, third-party logistics and small and medium-sized companies
domestic automobile logistics enterprises are mainly divided into three categories: subordinate logistics subsidiaries, third-party logistics companies and small and medium-sized logistics companies established by automobile manufacturers themselves Division. Among them, the logistics subsidiaries of automobile manufacturers mainly include Anji logistics, FAW logistics, etc., which mainly adopts the combination of its own transportation capacity and carrier mode, and takes the internal business of the group as the main customer resources; The representative of the third-party logistics company is long-term logistics, which adopts the carrier mode and mainly relies on external transportation capacity to provide services. Because it is independent of automobile manufacturers, it can serve many automobile manufacturing enterprises. Many small and medium-sized logistics companies have low logistics capacity and are difficult to obtain customer resources. They generally cooperate with large automobile logistics enterprises as outsourcing capacity, and then participate in automobile logistics services
the oligopoly market is in the same line with the upstream pattern
the automobile logistics market is an oligopoly market, which is consistent with the pattern of the upstream automobile manufacturing industry. According to the list of the top 50 Chinese logistics enterprises in 2015 disclosed by the China Federation of logistics and purchasing, Anji logistics, FAW logistics, Chang'an Minsheng logistics and Changjiu logistics accounted for the top four in the revenue scale of automobile logistics enterprises with 17.6 billion yuan, 6.5 billion yuan, 6.1 billion yuan and 3.4 billion yuan respectively. In addition, according to the 2013 transportation volume data disclosed by its official and the total sales volume of the national automobile market in 2013, the first four accounted for 29%, 11%, 7% and 8% respectively, showing an oligopoly pattern, which is consistent with the industrial pattern of the upstream automobile manufacturing industry: in 2013, the automobile sales of SAIC Group, Dongfeng Group, FAW Group, Chang'an group and BAIC group accounted for 23.1%, 16.1%, 13.2%, 10.0% and 9.6% of the total national automobile sales respectively
customer resources are the top priority, and those who win customers win the world.
customer resources are important industry barriers and also the core competitive advantage of enterprises. Due to the high concentration of upstream automobile manufacturing enterprises, the order sources of the automobile logistics industry are very concentrated. At the same time, due to the high requirements of automobile logistics efficiency, cost and safety under the JIT production mode, automobile manufacturing enterprises have high standards in selecting logistics enterprises. Once the selection is completed, they tend to long-term cooperation. Therefore, in a sense, The automobile logistics industry is a "world won by those who win customers" "Industry.
taking the previous three major automobile logistics enterprises as an example, the ranking of automobile transportation volume is consistent with that of its main customers, and its main customers are also its controlling shareholders. In addition, the importance of customer resources also explains why the pattern of automobile logistics market is consistent with that of automobile manufacturing market, which is an oligopoly market.
transportation capacity provides logistics support, and the warehousing network enhances competitiveness.
due to the upstream Automobile manufacturing enterprises are relatively concentrated, and the downstream consumer market is distributed all over the country. Automobile logistics enterprises need large-scale transportation capacity and storage facilities to provide logistics support. Under the effect of economies of scale, the automobile manufacturing industry presents a phenomenon of regional agglomeration. At present, there are six major automobile industry clusters in China: Northeast China, Beijing Tianjin, Yangtze River Delta, central China, Southwest China and Pearl River Delta automobile industry clusters, on which FAW Group, BAIC group, SAIC group, Dongfeng Group, Chang'an group and GAC group stand respectively. However, the downstream automobile sales market is all over the country and there are many sales points: there are about 380 domestic vehicle enterprises, while the number of brand automobile 4S stores reaches about 20000, far more than the former
in order to provide timely and efficient automobile logistics services, automobile logistics enterprises often need to control a large amount of transportation capacity and arrange a wide range of storage networks across the country. Taking Chang'an Minsheng logistics as an example, there are 14 vehicle customer points, mainly in Chongqing, Nanjing and other places if the oil pipe is broken. However, it is set up nationwide
Copyright © 2011 JIN SHI