4 thoughts on “Friends, who knows the development trend of the logistics and freight industry in 2022? Will it develop digital logistics?”
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The top companies in the global freight market are competitive and concentrated
In the list of global top 50 freight companies in the 2021 of the world's top 50 freight companies based on the TRANSPORT TOPICS magazine and logistics transportation consulting company, SJ GROUP. In 2020, UPS was $ 72.593 billion in US $ 72.593 billion Freight revenue is the first in the world, surpassing US $ 70.456 billion in Federal Express, and the scale of the two freight business is far ahead of other companies. Secondly, China National Railway Group and Maski ranked third and fourth in the world with US $ 70.456 billion and US $ 35.718 billion, respectively, ranking stable. The rankings of other TOP10 companies have changed, reflecting the fierce competition in the global freight market leading companies.
Note: The above freight revenue is counting the freight business revenue data of global companies in 2020.
If's market concentration of global freight TOP50 companies, in 2020, there are 2 companies with freight revenue of more than $ 70 billion, and their total freight business revenue accounts for 22%of TOP50 companies; freight revenue is greater than 200 than 200 There are 10 companies with a dollar of dollars, and their total freight business revenue accounts for 57%of TOP50 companies; 19 companies with freight revenue of more than 10 billion US dollars, and their total freight business revenue accounts for 76%of TOP50 companies. On the whole, the market concentration of heads in the global freight industry is relatively concentrated.
The shipping enterprises in the global TOP50
Among the top 50 lists announced in 2021, there are 13 shipping companies, accounting for 26%; 12 railway companies, accounting for 24%; truck transportation enterprises There are 9 and 7 airlines and 7 airlines.
A US companies occupy a leading position in the global freight market
It's number of TOP50 companies in global freight companies, 14 companies in the United States are shortlisted, accounting for 28%; followed by Chinese companies (including Hong Kong, Macao and Taiwan regions), Seven companies were shortlisted, accounting for 14%; from the perspective of the scale of global freight companies' TOP50 companies, the total freight revenue of American companies reached 240.7 billion US dollars, accounting for 36%, and the total freight revenue of Chinese companies was 1111 1111 $ 100 million, accounting for 17%. On the whole, the development of American companies in the global freight market is leading, followed by Chinese companies.
The Chinese freight companies are speeding up the catch -up
In the TOP50 list of 2021, 7 (including mainland China, Hong Kong, China, and Taiwan) are shortlisted. SF Express, Evergreen Sea Transport Group, Yangming Shipping Company, Cathay Pacific, Wanhai Line. Judging from the changes in the ranking of the enterprise, in addition to the decline of the Evergreen Shipping Company and the maintenance of the National Railway Group of China, the ranking of the remaining companies has improved. On the whole, Chinese companies are developing rapidly and are in a state of rapid catch -up.
Note: "/" means that the company has not been shortlisted for TOP50 that year.
-The above data refer to the "Analysis Report of the Chinese Logistics Industry Market Prospective and Investment Strategic Planning Analysis Report" at the above data.
Major listed companies in the logistics industry: At present, listed companies in the domestic logistics industry are SF Holdings (002352), JD Logistics (02618.HK), Best.n, Yuantong Express (600233), Shentong Express (002468), China Tong Express (ZTO.N/02057.HK) and so on.
Themagenally combing of the logistics industry industry chain: The transportation link is the core of the industry chain
It from the perspective of the industrial chain, the upstream of the logistics industry is mainly to provide infrastructure and equipment for the development of the logistics industry, including road infrastructure construction Industry, warehousing land industry, and logistics equipment manufacturing; midstreams include logistics companies that provide transportation, warehousing and logistics management services. The downstream is mainly industries or individuals that need demand for warehousing and transportation services.
Ip transportation is the core part of the entire logistics industry, and the logistics industry without transportation loses the soul.
If in the perspective of the enterprise, the upstream involves warehousing real estate investment and operation enterprises, highways, railways, channel investment construction enterprises, logistics hardware and software manufacturing enterprises; in the logistics industry, it can be divided into enterprises and companies that are mainly engaged in transportation business and Enterprises with storage as the core and enterprises that provide logistics management and services are mainly: SF, Yunda, COSCO Shipping and other logistics companies; downstream industries include all kinds of manufacturing companies such as steel, coal, automobiles, etc. And the food industry.
The area of heat map of the logistics industry industry chain area: The most concentrated distribution of the Pearl River Delta
It from the perspective of the regional distribution of the logistics industry chain enterprise, the logistics industry industry chain enterprises are mainly distributed in Shanghai and Guangdong Jiangsu, Zhejiang, Shandong and other regions; other places, such as Fujian, Yunnan and other provinces, are distributed by enterprises, they are very small.
It's distribution of representative companies, Guangdong, Jiangsu, Zhejiang and other places have more representative enterprises, and at the same time, Beijing and Shanghai also have more representative companies, such as Chinese foreign transportation, postal express, Prove, German, German, German, German Bang Logistics, Shicang Intelligence, etc.
The distribution map of the logistics industry demonstration industrial park: Most of East China
-From the perspective of the regional distribution of the National Demonstration Logistics Park, as of August 2021, the China Logistics and Procurement Federation shall be according to the requirements of the National Development and Reform Commission requirements The third batch of demonstration logistics parks have a total of 24 demonstration logistics parks, plus the first two batches, a total of 80 logistics parks were selected. Among them, the Logistics Park in East China was selected most, reaching 31, accounting for 38.75%, followed by 12 logistics parks in Central China, and 11 logistics parks in North China were selected. It is mainly based on the influence of the scale of regional industrial industry and the characteristics of logistics service demand. The number of demonstration logistics parks in various provinces and cities shows obvious regional distribution.
The representative enterprise revenue of the logistics industry
At present, among listed enterprises that laid out logistics mining, smelting, and precision processing business, the northern logistics is far ahead of other companies in logistics oxides and logistics metals. The production capacity/output of other representative companies on the logistics industry chain is as follows:
The latest investment trend of the representative enterprise of the logistics industry
2020, the investment trend of the representative enterprise of the logistics industry mainly includes the acquisition of the company's expansion business, and Invest in the logistics production base project by incrementing capital to subsidiaries. The latest investment trend of the representative enterprise of the logistics industry is as follows:
It data refer to the "Analysis Report of the China Logistics Industry Market Prospective and Investment Strategic Planning Analysis Report".
What do you say such a thing? I am more optimistic. I think he will slowly develop, just because of the epidemic, I am afraid that it will not be able to develop in a short time. Can I develop within one year? God knows that I can't be sure, but I can only say that the future will definitely develop.
I think the freight treasure is very good.