Metal logistics refers to the transportation, warehousing, distribution, information management and other activities of metal materials in the production, processing, sales, consumption and other links. Metal logistics involves steel, non-ferrous metals, rare earths and other metal varieties, serving manufacturing, construction, transportation and other industries. Metal logistics industry is an important part of the national economy, which plays an important role in ensuring national energy security, promoting industrial restructuring and improving economic efficiency.

1. metal logistics demand scale

According to data from the Champ Consulting Group,2022The total amount of national social logistics in347.6Trillion yuan, year-on-year growth3.4%. Among them, the total amount of industrial goods logistics is299.6Trillion yuan, year-on-year growth9.6%. The proportion of total industrial logistics to total social logistics is86.2%Increase over the previous year.5.4percentage point. Of the total industrial logistics, the total metal logistics is approximately30Trillion yuan, accounting for about10%。

Champ Consulting Forecast2023The total amount of social logistics in the whole country will reach360Trillion yuan, year-on-year growth3.6%. Among them, the total amount of industrial goods logistics will reach315Trillion yuan, year-on-year growth5.1%. Of the total industrial logistics, the total metal logistics will reach32Trillion yuan, year-on-year growth6.7%。

From the above data, it can be seen that the scale of metal logistics demand shows a steady growth trend, which is closely related to the level of national economic development and industrial production activities. As my country's economy shifts from high-speed growth to high-quality development, during the "14th Five-Year Plan" period, it will accelerate the construction of new infrastructure, promote the transformation and upgrading of the manufacturing industry, and promote the development of strategic emerging industries such as new energy vehicles and new materials. Metal logistics demand provides strong impetus.

2. Metal Logistics Demand Structure

From the perspective of variety structure, the demand for metal logistics is mainly composed of steel and non-ferrous metals. According to data from the Champ Consulting Group,2022China's steel demand in11.2Billion tons, year-on-year growth3.1%. Among them, the construction industry demand is4.6Billion tons, year-on-year growth1.5%The demand for machinery manufacturing is2.8Billion tons, year-on-year growth5.6%; Automotive manufacturing demand is1.2Billion tons, year-on-year growth8.3%; Home appliance manufacturing demand is0.5Billion tons, year-on-year growth7.4%The demand for shipbuilding industry is0.2Billion tons, year-on-year growth10.5%The demand for railway transportation is0.1Billion tons, year-on-year growth9.1%. Expected2023China's steel demand will reach11.5About 100 million tons, year-on-year growth2.7%。

According to data from the Champ Consulting Group,2022China's demand for non-ferrous metals in1.2Billion tons, year-on-year growth8.4%. Among them, copper demand is.1,200Ten thousand tons, year-on-year growth9.8%; aluminum demand is4,500Ten thousand tons, year-on-year growth7.6%; zinc demand is700Ten thousand tons, year-on-year growth9.3%; lead demand is600Ten thousand tons, year-on-year growth8.7%; nickel demand is140Ten thousand tons, year-on-year growth12.9%; tin demand is30Ten thousand tons, year-on-year growth10%. Expected2023The demand for non-ferrous metals in China will reach1.3About 100 million tons, year-on-year growth8.3%。

From the perspective of regional structure, the demand for metal logistics is mainly concentrated in the eastern, central and western regions. According to the analysis of the Champ Consulting Group,2022Total metal logistics in the eastern region in14Trillion yuan, accounting for the country's total metal logistics46.7%, of which steel logistics totals approximately9trillion yuan, the total amount of non-ferrous metal logistics is about5trillion yuan; the total amount of metal logistics in the central region is about8Trillion yuan, accounting for the country's total metal logistics26.7%, of which steel logistics totals approximately6trillion yuan, the total amount of non-ferrous metal logistics is about2trillion yuan; the total amount of metal logistics in the western region is about7Trillion yuan, accounting for the country's total metal logistics23.3%, of which steel logistics totals approximately5trillion yuan, the total amount of non-ferrous metal logistics is about2trillion yuan. Expected2023The total metal logistics in the eastern, central and western regions will reach15trillion yuan,8.5trillions of dollars and7.5Trillion yuan.

From the perspective of transportation mode structure, metal logistics demand mainly depends on road, railway and water transportation. According to data from the Champ Consulting Group,2022China's highway freight volume reached44Billion tons, year-on-year growth4%; rail freight volume reached43Billion tons, year-on-year growth6%; waterway freight volume reached85Billion tons, year-on-year growth3%. Among them, the proportion of metal goods in road freight is about.10%The proportion of metal cargo in rail freight is about.20%The proportion of metal cargo in water freight is about.5%. Expected2023Throughout the year, China's road, rail and water freight volumes will reach46billion tons,45billion tons and88About 100 million tons.

3. metal logistics demand characteristics

From the above analysis, it can be seen that the demand for metal logistics has the following characteristics:

（1) are closely related to industrial production. The demand for metal logistics is mainly affected by industrial production activities and changes with the growth of industrial production and structural adjustment, reflecting the development status and trends of the industrial economy.

（2) is closely related to national policy. The demand for metal logistics is affected by national policies and changes with the adjustment and change of national policies, reflecting the orientation and intention of national strategies. For example, the country promotes the construction of new infrastructure and promotes the development of strategic emerging industries such as new energy vehicles and new materials, which will increase the demand for metal logistics; the country implements environmental protection and energy conservation and emission reduction policies, and promotes the steel and non-ferrous metal industries to reduce production capacity, Reduce consumption and reduce emissions, these will affect the demand for metal logistics.

（3) is closely related to market competition. The demand for metal logistics is affected by market competition and changes as market competition intensifies and changes, reflecting the balance and changes in market supply and demand. For example, the fluctuation of metal prices at home and abroad affects the purchasing and sales behavior of metal producers and consumers, which in turn affects the demand for metal logistics; changes in metal trade policies at home and abroad affect the scale and structure of metal imports and exports, which in turn affects the demand for metal logistics.

（4) are closely related to technological innovation. The demand for metal logistics is affected by technological innovation and changes with the advancement and application of technological innovation, reflecting the level and speed of technological progress. For example, technological innovation in metal production, processing, consumption and other links has improved the performance, quality and efficiency of metal materials, and changed the variety, specification and quantity of metal logistics demand; technological innovation in metal logistics transportation, warehousing, distribution and information management has improved the quality, efficiency and safety of metal logistics services, it has changed the way, mode and standard of metal logistics demand.

4. metal logistics demand trend

As can be seen from the above analysis,2023Metal logistics demand will show the following trends:

（1) scale continues to grow. As my country's economy shifts from high-speed growth to high-quality development, during the "14th Five-Year Plan" period, it will accelerate the construction of new infrastructure, promote the transformation and upgrading of the manufacturing industry, and promote the development of strategic emerging industries such as new energy vehicles and new materials. Metal logistics demand provides strong impetus. Champ Consulting is expected.2023The total amount of metal logistics in China will reach32Trillion yuan, year-on-year growth6.7%。

（2) Structural optimization and upgrading. With the adjustment and optimization of China's industrial structure, the development of high value-added industries such as high-end equipment manufacturing, intelligent manufacturing and green manufacturing will be accelerated during the 14th Five-Year Plan period, which will increase the demand for metal materials with special requirements such as high quality performance, high performance and high efficiency. Champ Consulting is expected.2023The demand for steel and non-ferrous metals in China will reach11.5billion tons and1.3About 100 million tons, up from the same period last year.2.7%and8.3%。

（3) diversification. With the improvement of China's transportation system, the development of modern logistics methods such as multimodal transport, intelligent logistics and green logistics will be accelerated during the 14th Five-Year Plan period, which will improve the quality, efficiency and safety of metal logistics services. Champ Consulting is expected.2023The freight volume of China's road, rail and water transport will reach46billion tons,45billion tons and88About 100 million tons, up from the same period last year.4.5%、4.7%and3.5%。

（4) model innovation. With the intensification of competition in China's logistics market, the "14th Five-Year Plan" period will accelerate the development of e-commerce logistics, supply chain finance, shared logistics and other new logistics models, which will improve the flexibility, convenience and economy of metal logistics services. Champ Consulting is expected.2023The total amount of e-commerce logistics in China will reach15Trillion yuan, year-on-year growth15%; total supply chain finance will reach10Trillion yuan, year-on-year growth20%; the total amount of shared logistics will reach5Trillion yuan, year-on-year growth25%。

5. epilogue

In 2023, the metal logistics industry will face new opportunities and challenges, and it is necessary to accelerate the transformation and upgrading, improve service quality and efficiency, and achieve high-quality development. Champu Consulting Group believes that the metal logistics industry should start from the following aspects:

（1) Strengthen market research and demand forecasting, timely grasp the scale, structure, characteristics and trends of metal logistics demand, and improve market sensitivity and adaptability.

（2) Strengthen technological innovation and application promotion, actively introduce and develop advanced technologies in metal logistics transportation, warehousing, distribution, information management, etc., and improve the quality, efficiency and safety of metal logistics services.

（3) Strengthen industrial collaboration and resource integration, actively participate in and promote the development of modern logistics methods such as multimodal transport, smart logistics, and green logistics, and improve the diversity, convenience, and energy saving of metal logistics services.

（4) Strengthen model innovation and business expansion, actively explore and develop new logistics models such as e-commerce logistics, supply chain finance, and shared logistics, and improve the flexibility, convenience, and economy of metal logistics services.

（5) Strengthen industry norms and regulatory systems, actively participate in and promote the standardization, informatization, and legalization of the metal logistics industry, and improve the standardization, transparency, and trust of metal logistics services.