Trade logistics refers to the logistics service activities related to wholesale, retail, accommodation, catering, residential services and other trade services and import and export trade. It is an important part of the modern circulation system, an important carrier to expand domestic demand and promote consumption, and an important link to connect the domestic and international markets. Promoting the high-quality development of trade and logistics is conducive to linking production and consumption on a larger scale and improving the overall operational efficiency of the national economy. In order to implement the decision and deployment of the Party Central Committee and the State Council on unblocking the national economic cycle and building a modern circulation system, accelerate the modernization of trade and logistics, promote the reduction of costs and efficiency of trade and logistics, and serve the construction of a new development pattern, the Ministry of Commerce, etc.9The department jointly formulated the "special action plan for high-quality development of trade and logistics (2021-2025year).

This article from the following aspects of2023The development trend of China's trade and logistics industry is analyzed, and the main competitors are compared and their respective advantages and disadvantages are evaluated.

1. scale and benefit

According to data from the Champ Consulting Group,2022In, the total amount of social logistics in the country reached347.6trillion yuan, an increase over the same period last year3.4%The scale of logistics demand continues to expand, with a higher growth rate than in the first half of the year.0.4Percentage points, also more than the same period.GDPgrowth rate0.5percentage point. Total Revenue of Logistics Industry9.3trillion yuan, an increase over the same period last year5.9%The growth rate has exceeded the growth rate of the total social logistics.2022In, China's express delivery industry created1105.8Billion pieces of business volume, this is the following.2021In the second 100 billion year after the year, it increased year on year.2.1%; express business revenue also reached1.06Trillion yuan, year-on-year growth2.3%。

Expected2023In 2010, against the background of China's economic stability and improvement, social consumer demand continued to pick up, e-commerce, cross-border e-commerce and other new business models developed rapidly, the industrial chain supply chain recovered steadily, and the demand for trade and logistics will maintain rapid growth. According to data from the Champ Consulting Group,2023For the whole year of the year, the total amount of social logistics in the country will reach270Trillion yuan, year-on-year growth9.3%; the total revenue of the logistics industry will reach10.2Trillion yuan, year-on-year growth9.7%; express business volume will reach1200Billion pieces, year-on-year growth19.8%; Express business revenue will reach10600Billion yuan, year-on-year growth10.8%。

In the business logistics industry, the main competitors include Cainiao Network, Jingdong Logistics, SF Express, Zhongtong Express, Yuantong Express, Yunda Express and so on. According to data from the Champ Consulting Group,2022Year1To11In January, the express business volume of these enterprises accounted for the national express business volume.85.6%, express business revenue accounted for the national express business revenue.86.2%. Among them, the rookie network with its strong digital capabilities and open platform advantages, in the field of business logistics to maintain a leading position, its express business volume and revenue accounted for the country's35.4%and34.8%. With its self-operated logistics model and supply chain management capabilities, JD Logistics has strong competitiveness in the field of e-commerce logistics.14.2%and15.6%. With its high-end brand image and professional services, SF Express has a high market share in the field of characteristic logistics, and its express business volume and revenue account for the country's7.6%and16.4%. Zhongtong Express, Yuantong Express, Yunda Express, etc. with its large-scale operation and low-cost strategy, in the field of standardized logistics occupy a larger market share, its express business volume accounted for the country's9.8%、8.4%and7.2%, express business revenue accounted for the country's7.4%、6.2%and5.4%。

2. Network Layout and Distribution System

The layout of business logistics network refers to the spatial distribution and organizational form of business logistics facilities, which is an important factor affecting the efficiency and service quality of business logistics. Optimizing the layout of the business logistics network is conducive to improving the utilization rate of business logistics resources, reducing the cost of business logistics, and improving the level of business logistics services. Special Action Plan for High-quality Development of Trade and Logistics (2021-2025In), the key tasks of optimizing the layout of the commercial logistics network are put forward, including strengthening the connection between the commercial logistics network and the national comprehensive transportation corridor and the national logistics hub, and improving the urban agglomeration and radiation capacity of national and regional commercial logistics nodes. Coordinate the promotion of urban commercial facilities, logistics facilities, transportation infrastructure planning and upgrading, optimize the comprehensive logistics park, distribution (distribution) center, terminal distribution network and other spatial layout; strengthen the construction of the county commercial system and improve the rural business services and logistics distribution network.

Expected2023Under the guidance of the government and the promotion of the market, the layout of China's trade and logistics network will be further optimized. According to data from the Champ Consulting Group,2023Throughout the year, our country will be built.30Around the national logistics hub and30The number of urban integrated logistics parks, distribution (distribution) centers, terminal distribution outlets, etc. will reach3000a,2ten thousand,50Ten thousand, covering the whole country90%Above the city and70%above counties; rural business services and logistics distribution network will cover the whole country90%The above towns and50%above the administrative village.

In terms of business logistics network layout, the main competitors have their own characteristics. Cainiao Network, with its global intelligent logistics network (GSLN) as the core, built to cover the global200Cross-border logistics networks in many countries and regions, as well as nationwide coverage99%of county-level cities and95%The domestic logistics network of villages and towns has formed a terminal distribution system represented by Cainiao Post Station, Cainiao Wrap, Cainiao Small Piece, etc. Based on its own warehousing and distribution network, Jingdong Logistics has established a nationwide coverage.31Provincial administrative regions, near3000A county-level city and township logistics service network, to achieve the national99%The next day or the next day. Supported by its aviation hub, SF Express has built a global coverage.220International logistics networks in many countries and regions, as well as nationwide coverage31Provincial administrative regions, near3000The domestic logistics network of county-level cities and towns has formed a characteristic distribution system represented by Shunfeng preferred, Shunfeng city express delivery, Shunfeng flash delivery, etc. Zhongtong Express, Yuantong Express, Yunda Express, etc. are characterized by their rapid expansion of the number of outlets, and have established a nationwide coverage.31Provincial administrative regions, near3000The logistics service network of county-level cities and towns has formed a community distribution system represented by Zhongtong Life Circle, Yuantong Life Circle and Yunda Life Circle.

3. Standardization and Informatization

Trade logistics standardization refers to the unified regulation and rule-making of trade logistics facilities, equipment, technology, management and services in trade logistics activities, so as to improve the efficiency and quality of trade logistics and reduce the risk and cost of trade logistics. Promoting the standardization of trade and logistics is conducive to promoting the internal and external coordination of the trade and logistics industry and improving the level of trade and logistics services. Special Action Plan for High-quality Development of Trade and Logistics (2021-2025In), the key tasks of promoting the standardization of trade and logistics were put forward, including speeding up the revision of a number of standards related to the construction and operation management of trade and logistics infrastructure, the standardization and evaluation of trade and logistics services, and the informatization and data sharing of trade and logistics. Strengthen the publicity, promotion and application of trade and logistics standards and improve the standardization level; Strengthen the supervision, inspection, evaluation and assessment of trade and logistics standards, and improve the standard system.

Expected2023Under the guidance of the government and the promotion of the market, the standardization level of China's trade logistics will be further improved. According to data from the Champ Consulting Group,2023Throughout the year, our country will make revisions.100National and industry standards related to the field of trade and logistics; promotion and application200About the local standards and enterprise standards related to the field of trade and logistics; establish and improve the standardized information service platform for trade and logistics, and realize the functions of online inquiry, download and application of trade and logistics standards.

Business logistics informatization refers to the use of information technology and information systems in business logistics activities to effectively obtain, process, transmit, share and apply the demand, supply, process, cost and benefit of business logistics in order to improve the intelligence and digital level of business logistics. Promoting the construction of business logistics information is conducive to enhancing the transparency and visualization of business logistics, enhancing the synergy and interaction of business logistics, and improving the flexibility and responsiveness of business logistics. Special Action Plan for High-quality Development of Trade and Logistics (2021-2025In), the key tasks of promoting the informatization construction of trade and logistics were put forward, including accelerating the intelligent transformation and upgrading of trade and logistics facilities and equipment, and improving the automation and intelligence level of trade and logistics. Accelerate the collection, integration, sharing and application of trade and logistics data, and improve the level of digitalization and digitalization of trade and logistics. Accelerate the application of new technologies such as cloud computing, big data, artificial intelligence and block chain in trade and logistics, improve the level of innovation and foresight of business logistics.

Expected2023Under the guidance of the government and the promotion of the market, the information level of China's trade and logistics will be further improved. According to data from the Champ Consulting Group,2023Throughout the year, our country will be built.100About intelligent storage and distribution center, to achieve the storage and distribution links of unmanned operations;100About digital integrated logistics park, to achieve information interconnection inside and outside the park;100About innovative cross-border e-commerce integrated service platform, to achieve the digital management of the whole chain of cross-border e-commerce;100About the cutting-edge rural e-commerce integrated service center, to achieve the whole process of intelligent service of rural e-commerce.

In terms of business logistics standardization and informatization, the main competitors also have their own characteristics. The rookie network is known for its rookieOSas the core, built to cover the global200Digital cross-border logistics networks in many countries and regions have introduced a series of standards and specifications involving warehousing and distribution, terminal distribution, and cross-border e-commerce. Jingdong Logistics, with its Jingdong Cloud as the core, has built a nationwide coverage.31It has developed a series of standards and norms related to warehousing and distribution, supply chain management, cold chain logistics and so on. With its Shunfeng Cloud as the core, Shunfeng Express has built a global coverage.220Digital international logistics network in many countries and regions, and formulated a series of standards and norms related to air transportation, characteristic distribution, pharmaceutical logistics and so on. Zhongtong Express, Yuantong Express, Yunda Express, etc., with their respective cloud platforms as the core, built a nationwide coverage.31It has developed a series of standards and norms involving community distribution, life services, and city delivery.

New 4. formats and new models

The new business logistics formats and new models refer to the use of new technologies such as the Internet, big data, and artificial intelligence to create new business logistics service forms and operation models in business logistics activities to meet the diversification and individualization of consumers, high quality business logistics needs. Cultivating and developing new business forms and new models of trade logistics is conducive to stimulating the innovative vitality of trade logistics and improving the level of trade logistics services. Special Action Plan for High-quality Development of Trade and Logistics (2021-2025In), the key tasks of cultivating and developing new formats and new models of trade and logistics are put forward, including supporting the development of new formats such as e-commerce and cross-border e-commerce, and improving the level of online and offline integration. Support the development of new models such as community group buying, shared storage and shared distribution to improve the efficiency of resource utilization; Support the development of new forms such as unmanned storage, unmanned distribution and unmanned retail to improve the convenience of services.

Expected2023In the year, under the guidance of the government and the promotion of the market, China's new business logistics and new models will be further developed. According to data from the Champ Consulting Group,2023Throughout the year, China's e-commerce turnover will reach50Trillion yuan, year-on-year growth15.4%; cross-border e-commerce transactions will reach2.5Trillion yuan, year-on-year growth18.6%; community group buying transactions will reach1.5Trillion yuan, year-on-year growth25.0%; shared warehousing transactions will reach5000Billion yuan, year-on-year growth20.0%; Shared distribution transaction volume will reach3000Billion yuan, year-on-year growth22.2%; unmanned warehousing transactions will reach1000Billion yuan, year-on-year growth30.0%; unmanned delivery transactions will reach500Billion yuan, year-on-year growth35.0%; unmanned retail transactions will reach2000Billion yuan, year-on-year growth28.6%。

In terms of new business and logistics formats and new models, the main competitors also have their own characteristics. Cainiao Network, represented by Cainiao Wrap, has launched a series of shared warehousing and shared distribution services based on the concept of shared economy, creating an open and intelligent logistics platform. Jingdong Logistics, represented by its Jingdong Home, has launched a series of community life services and community distribution services based on the concept of community group purchase, creating a full-channel life service platform. Shunfeng Express, represented by its Shunfeng Flash Delivery, has launched a series of unmanned warehousing and unmanned distribution services based on the concept of unmanned technology, creating an intelligent characteristic service platform. Zhongtong Express, Yuantong Express, Yunda Express, etc., represented by their respective e-commerce platforms, have launched a series of cross-border logistics services and cross-border life services based on the concept of cross-border e-commerce, creating an international e-commerce service platform.

5. Supply Chain Management and Cross-border Logistics

Trade logistics supply chain management refers to the effective planning, organization, coordination, control and optimization of the whole process of goods from the supply side to the demand side in trade logistics activities, in order to achieve timely, accurate, efficient, low-cost and high quality transportation and distribution of goods. Improving the management level of trade logistics supply chain is conducive to improving the efficiency and quality of commodity circulation, reducing the cost and risk of commodity circulation, and enhancing the value of commodity circulation. Special Action Plan for High-quality Development of Trade and Logistics (2021-2025Year) "puts forward the key tasks to improve the management level of trade logistics supply chain, including strengthening the capacity building of trade logistics supply chain planning and design, operation management, risk control, performance evaluation, etc. Strengthen the mechanism construction of trade logistics supply chain cooperation, resource integration, service innovation and other aspects; Strengthen the technical construction of trade logistics supply chain traceability, visualization and predictability.

Expected2023Under the guidance of the government and the promotion of the market, the management level of China's trade logistics supply chain will be further improved. According to data from the Champ Consulting Group,2023Throughout the year, our country will be built.100A demonstration project on supply chain management of commercial logistics, covering e-commerce, cross-border e-commerce, agricultural product circulation, pharmaceutical logistics and other fields;100About the business logistics supply chain collaboration platform, covering warehousing and distribution, community distribution, cold chain logistics and other fields;100About trade logistics supply chain visualization platform, covering cross-border e-commerce, rural e-commerce, unmanned retail and other fields.

Cross-border logistics refers to the effective transportation and distribution of goods from the exporting country to the importing country in international trade activities, so as to realize the timely, accurate, efficient, low-cost and high quality cross-border circulation of goods. Improving the level of cross-border logistics of trade and logistics is conducive to promoting economic and trade exchanges between my country and other countries in the world, expanding my country's influence in the global market, and serving the construction of a new development pattern. Special Action Plan for High-quality Development of Trade and Logistics (2021-2025Year) "puts forward the key tasks of improving the cross-border logistics level of trade logistics, including strengthening the construction of cross-border e-commerce comprehensive pilot area and promoting the rapid development of cross-border e-commerce; Strengthening the construction of cross-border e-commerce supervision service system to promote the development of cross-border e-commerce facilitation; Strengthening the construction of cross-border e-commerce logistics infrastructure and promoting the efficient development of cross-border e-commerce.

Expected2023Under the guidance of the government and the promotion of the market, the cross-border logistics level of China's trade logistics will be further improved. According to data from the Champ Consulting Group,2023Throughout the year, our country will be built.50A comprehensive pilot zone for cross-border e-commerce, covering all regions and types of cities across the country;50About cross-border e-commerce supervision service center, covering all major ports and major cities in the country;50Cross-border e-commerce logistics hubs, covering all major regions and countries around the world.

In the trade logistics supply chain management and cross-border logistics, the main competitors also have their own characteristics. Cainiao Network, represented by its Cainiao one-stop service, provides a series of cross-border e-commerce integrated solutions covering overseas warehousing, overseas distribution, customs clearance, tax and fee settlement, and cooperates with government agencies and industry organizations in many countries and regions. Represented by its JD global open platform, JD Logistics provides a series of cross-border e-commerce open platform services covering overseas warehousing, overseas distribution, customs clearance, tax settlement, etc., and cooperates with e-commerce platforms and brands in many countries and regions. SF Express, represented by SF International, provides a series of cross-border logistics professional services covering international express delivery, international freight, international special cargo, etc., and has cooperated with airlines and logistics companies in many countries and regions. Zhongtong Express, Yuantong Express, Yunda Express, etc., represented by their respective cross-border e-commerce platforms, provide a series of comprehensive cross-border e-commerce services covering overseas warehousing, overseas distribution, customs clearance, tax settlement, etc., and Cooperated with cross-border e-commerce platforms and brands in many countries and regions.

6. Rural Logistics and Green Logistics

Trade Logistics Rural logistics refers to the effective transportation and distribution of agricultural products from origin to market and industrial products from market to rural areas in rural areas, so as to realize the timely, accurate, efficient, low-cost and high quality circulation of agricultural products and industrial products. Improving the level of trade and logistics in rural areas is conducive to promoting rural economic and social development, increasing farmers' income and ensuring the living needs of urban and rural residents. Special Action Plan for High-quality Development of Trade and Logistics (2021-2025Year) "puts forward the key tasks of improving the rural logistics level of trade logistics, including strengthening the construction of agricultural products logistics facilities, improving the efficiency and quality of agricultural products logistics; strengthening the construction of rural e-commerce logistics services, improving the convenience and coverage of rural e-commerce logistics; strengthening the construction of rural living materials guarantee, and improving the stability and safety of rural living materials supply.

Expected2023Under the guidance of the government and the promotion of the market, the level of rural logistics in China will be further improved. According to data from the Champ Consulting Group,2023Throughout the year, our country will be built.1000About agricultural products distribution center, covering the country's major production and marketing areas;1000About agricultural products cold chain logistics base, covering the country's major production and marketing areas;1000About a standardized packaging base for agricultural products, covering all major production and marketing areas in the country;1000A comprehensive service center for rural e-commerce, covering all major counties in the country;1000Around the rural living material security center, covering all major counties in the country.

In the commercial logistics rural logistics, the main competitors also have their own characteristics. Cainiao Network, represented by its Cainiao Station, has launched a series of rural terminal distribution services based on smart cabinets, and has cooperated with many county governments and social organizations. Jingdong Logistics, represented by its Jingdong help, has launched a series of rural terminal distribution services based on self-operated outlets, and has cooperated with a number of county governments and social organizations. Shunfeng Express, represented by its Shunfeng Optimization, has launched a series of rural terminal distribution services based on specialized outlets, and has cooperated with a number of county governments and social organizations. Zhongtong Express, Yuantong Express, Yunda Express, etc., represented by their respective life circles, have launched a series of rural terminal distribution services based on community-based outlets, and have cooperated with many county governments and social organizations.

Trade logistics Green logistics refers to the effective improvement and innovation of trade logistics facilities, equipment, technology, management and services in accordance with the principles of energy conservation and emission reduction, recycling and low-carbon environmental protection in trade logistics activities. in order to achieve the sustainable development of trade logistics. Improving the level of green logistics of commercial logistics is conducive to promoting the construction of ecological civilization in China, ensuring the ecological security of our country, and serving the construction of a new development pattern. Special Action Plan for High-quality Development of Trade and Logistics (2021-2025Year) "puts forward the key tasks to improve the level of green logistics of trade logistics, including strengthening the energy conservation and emission reduction of trade logistics, promoting the low-carbon development of trade logistics, strengthening the recycling of trade logistics, promoting the green development of trade logistics, strengthening the environmental protection of trade logistics, and promoting the ecological development of trade logistics.

Expected2023Under the guidance of the government and the promotion of the market, the level of green logistics in China's trade logistics will be further improved. According to data from the Champ Consulting Group,2023Throughout the year, China will realize the nationwide green transformation of express packaging, so that the degradable rate of express packaging materials can reach80%Above, the recycling rate of express packaging materials reached50%Above; realize the nationwide green transformation of express transportation, so that the new energy rate of express transportation vehicles can reach30%Above, the energy saving and emission reduction rate of express transport vehicles reached20%Above; realize the nationwide green transformation of express waste treatment, so that the recycling rate of express waste can reach80%Above, the harmless treatment rate of express waste reached100%。

In the trade logistics green logistics, the main competitors also have their own characteristics. Cainiao Network, represented by Cainiao Wrapping, has launched a series of green express packaging services based on smart cabinets, and has cooperated with a number of local governments and industry organizations. Jingdong Logistics, represented by its Jingdong unbounded retail, has launched a series of green express packaging services based on unbounded boxes, and has cooperated with a number of local governments and industry organizations. Shunfeng Express, represented by its Shunfeng Environmental Protection, has launched a series of green express packaging services based on degradable materials, and has cooperated with a number of local governments and industry organizations. Zhongtong Express, Yuantong Express, Yunda Express, etc., represented by their respective green plans, have launched a series of green express packaging services based on recycled materials, and have cooperated with a number of local governments and industry organizations.

Anyway,2023Year is an important year for the high-quality development of China's trade logistics, in the "Trade Logistics High-quality Development Special Action Plan (2021-2025Under the guidance of the year), the trade and logistics industry will make new progress and achievements in scale and efficiency, network layout and distribution system, standardization and informatization, new formats and new models, supply chain management and cross-border logistics, rural logistics and green logistics. In this process, the main competitors will also show their strengths, each show their abilities, each have their own advantages and disadvantages, forming a diversified, collaborative and innovative business logistics ecosystem. Shangpu Consulting Group believes that the future of the business logistics industry will be a future full of opportunities and challenges, a future full of change and innovation, and a future full of cooperation and competition.