Electric business big guy stare at the cold chain logistics, cold chain industry opportunities

Hey guest is shun Fung's network shopping services Community shop, which is very important to a function is completed the electric dealer "last kilometer" function of the laying, and the cold chain logistics system and the formation of a whole. With the opening up of Shun Feng cold chain logistics, when the demand for partner orders increased, the layout of the cold chain logistics will also accelerate, the next four-line cities will also consider sinking. "Shun Fung Optimization CEO Li Dong said that this year's cold chain logistics expansion rate as the development of fresh electricity business depends."

In the past year, in addition to shun Fung, other bosses have rushed into the fresh industry, including Ma, Shen, Guo, Liu and so on. The Agricultural electricity trader analyst Simba thinks, the fresh electricity dealer will continue the rapid growth in the next five years. The development of the fresh electric power supplier will drive the development of the cold chain logistics.

The eggs of the electric dealers

In the fresh field, to logistics to start the Shun Fung has been regarded as a successor, the Internet barons have already carved up the site.

Ma Yun teamed up with the domestic top rich to create a rookie network platform recently announced that the plan in July will extend the cold chain day business expansion to Beijing, Guangzhou region, and through the urban trunk transport form a closed loop, the ultimate core city to achieve the cold chain distribution.

Rookie of the network platform business, senior manager of Agricultural fresh department He Jianhui said that the current rookie cold chain platform has been in East China's 10 cities to carry out the daily distribution business. 2014, will gradually realize the core city range of cold chain day match.

In mid-April last month, Amazon announced a 20 million dollar stake in Shanghai's regional fresh-access platform, the "delicious 77", the first strategic investment after Amazon's entry into China, where Amazon, which has been focusing on supply chain management, has used less investment and mergers as a means of expansion.

This year, Jingdong Liu and China's largest marine food company Zhangzidao Island are also planning to expand O2O vertical supply chain in fresh areas.

The electric merchant becomes the main pushing hand of the cold chain development. 2013 by the electric dealers known as "electric Shangyuan", the user growth rate and logistics construction is synchronized, the larger the order, the higher the demand for basic services.

Benefiting from the development of the Internet, cold chain logistics industry shows the characteristics of the rapid development with the past, cold storage investment return to the boom channel.

Data show that last year, the domestic storage capacity of 26 million tons, an increase of 36%. Among them, Shun Fung preferred 2013 sales of 400 million, fresh goods sales compared with 2012 growth of 536%; the Beijing-East open platform Fresh Channel opened the number of businesses more than 300, sales and year-on-year growth of more than 5 times times last year, 1th stores 2014 Spring Festival sales rose 151% year-on-year.

A number of analysts predict that the 2014 cold chain logistics industry to maintain the growth of about 20% in the machinery and equipment industry ranked among the forefront. In the long run, it is expected that the next 5 years will be the domestic demand for new cold storage 30 million tons, compared with 2013, the number of cold storage is expected to double, a new round of cold storage investment large-scale quietly started.

Among them, especially in the developed areas of the most rapid, 2013 Beijing, Shanghai, Guangzhou and other key areas of the increase of 30%, especially since last 7 August, there is a shortage of supply situation.

This year, the power of the industry's cold chain industries quickly from the line to the line. A person in charge of the world's largest refrigerated container enterprise and group said that some people eat traditional live poultry products or change to fresh products. "In fact, fresh products in the cold chain of 0-4 degrees Celsius, on the one hand can inhibit the growth and reproduction of microorganisms, on the other hand, fresh products can control the freshness, such as poultry fresh taste and taste do not live to kill." From the domestic and international experience, the European Union, the United States, Britain, Japan and other developed countries, whether in the suburbs or the main urban areas, there is no live poultry trading.

"The refrigerated box in the world has a share of more than 33%, Japan, Korea, the United States, Europe, Australia are the main customers." said the person in charge.

Starting from May 1 this year, Guangzhou started fresh pilot, 82 farmers market in six months after the pilot will ban live poultry, and Zhejiang also stipulates that from this July 1, the province set up the main urban district permanent closure of live poultry market, Shanghai, Jiangsu and other provinces and cities have closed the live poultry market planning.

Data show that the 2010 fresh market size of 420 million yuan, 2013 has increased to about 12 billion yuan, but to 2018 is expected to reach a scale of 120 billion yuan.

Not only is the food field, in the new version of GSP ("Drug Management Quality Management norms") formally implemented, the cold chain logistics industry will extend to the field of medicine, is expected to add 7 billion yuan cold chain equipment market space.

Domestic cold chain system not yet mature

The market is zooming in, are we ready?

Public data show that China's comprehensive cold chain circulation rate is only 19%, in the per capita storage capacity, the number of refrigerated vehicles, such as serious deficiencies, and the United States, Japan and other developed countries cold chain circulation rate has reached more than 85%.

In addition, the cold chain circulation rate and the cold chain transport rate is too low, the circulation corrosion rate is high is the domestic cold chain system weakness. In the case of fruit and vegetable products, about 130 million tons of vegetables and 12 million tons of fruit are lost in transportation each year, and the decay and loss of fruits and vegetables can meet the basic nutritional needs of nearly 200 million people.

South China's largest family of organic vegetables distributor Shenzhen Liang Food Network Technology Co., Ltd. CEO Tangzhong told reporters, at present, our country's cold chain logistics mainly has four kinds of forms: Main Line + Landing with two section of logistics, vertical electrical business of the self-built logistics, normal temperature distribution + insulation measures of ordinary express, as well as professional cold chain third party logistics.

"Fresh goods to the cold chain distribution requirements are very high, the development level of cold chain logistics has been restricting the development of fresh electricity dealers." Tangzhong said, "as the main product of raw products is not standardized industrial products, it is difficult to standardize production and sales." This makes some cold chain logistics enterprises difficult to meet the requirements of fresh electricity dealers.

According to Liu, general manager of the supply chain center of Tuo Tuo Industrial society, the storage requirements of the whole category of fresh electricity dealers include four kinds of temperature requirements in the frozen reservoir area, the cold storage area, the constant temperature reservoir area and the normal temperature reservoir area, and the freezing storage area, the temperature requirements of frozen meat and seafood aquatic products are different, respectively, -18℃ and-22 ℃. Warehousing investment is much higher than the general category of goods.

Shenzhen Xili A logistics company told reporters, ordinary refrigerated car starting price of about 200 yuan, according to the mileage and unloading point is different to increase, "and refrigerated vehicles and ordinary freight freight can be 50-70 yuan/ton", so small cold chain enterprises to use some unspoken rules.

Take the summer as an example, cold chain enterprises with ordinary freight goods, but will use foam plate and other materials insulation, frozen products into the cold freezer, and some in the process of transport, refrigerated vehicles turn off the refrigerator, fast to the destination and then boot, but consumers do not know the product does not realize the whole cold chain

At present, in addition to the strength of Shun Fung, rookie network to choose from the construction of cold chain logistics, Jingdong, 1th stores and other electric operators to take more cooperation with Third-party logistics.

"We began to outsource to some cold chain companies, but found that the domestic cold chain logistics development is very immature." "Tangzhong frankly, because the fresh industry has just arisen, coupled with small distribution, making large logistics enterprises unwilling to do," we had to spend more than 20 million yuan since the construction of cold chain logistics system.

At present, the domestic cold chain logistics of the ecology of: two-stage logistics representative for the rookie network cold chain platform, but at present most of the main group buying activities, daily distribution capacity is not high. Most of the self-built logistics of vertical electric dealers mainly meet their own needs, and there are repeated construction problems. Ordinary Express has a seasonal limit, and can not guarantee quality. and professional cold chain distribution cost is very high, and the benefits of fresh electricity business disconnect.

Therefore, in the fresh electricity business competition, in addition to excellent sourcing, cold chain distribution is the key to win, if the electric business enterprises can not do fast sales, it will lose money. Lichangming, a member of China's retail industry research Center, said 99% of fresh electric dealers were losing money.

Opportunities in the cold chain industry

For the "industry practitioners large and no profit" of the fresh electricity business industry, Shun Fung preferred a person responsible for the development of consumer habits and orders to increase the amount of future profit expectations can expect.

Tri Zhong, vice president of China Logistics and Purchasing Association, said that the enterprise logistics outsourcing low level, cold chain logistics enterprise concentration is not enough, low-end and homogeneous competition is more serious and so on, is the cold chain logistics is urgently needed to solve the problem.

Authoritative data show that 2013 China's total food cold chain logistics has reached 3.2505 trillion yuan, and the third party cold chain logistics enterprises operating income of only more than 10, the revenue of more than 10 million yuan only 680.

After the electric dealer enters the fresh market, its customer experience attention, requirements for the sale of goods from the origin to the terminal distribution of all strictly under the cold chain conditions, resulting in the circulation of agricultural products to the cold chain logistics demand for rigid, and then pull the cold chain home distribution, cold chain of origin (small and medium-sized refrigerator) and cold chain (large and medium-sized cold storage) construction.

According to the forecast of the Sino-Cold alliance, the compound growth rate of China's cold chain curtilage was 80%-120% in 2013-2015. One of the cold storage, refrigerated car market scale market size of 36 billion yuan, equipment market size of 60 billion yuan.

An analyst at Huatai Securities said cold chain equipment companies achieved significant growth over the past year, with net profit growth of 30% to 78% in Yantai and Tai Leng. The first quarter of this year, because refrigeration equipment delivery cycle of 3-6 months, if deducted from the 2012 carry-over part, Yantai Ice wheel actual new orders more than 50%.

A head of pine and Cheese told the 21st century Economic report, the company's refrigerated car sales in the first quarter of more than 300 units, this year's total sales should be more than 1000 units, and last year only more than 500 units.

"The development of the domestic market was unexpected to us last year, so we have bought or set up two factories in Shanghai and Jinan respectively, specially developed refrigerated vehicle products for the domestic market." "The group said that the company is also developing cold chain equipment in the refrigerator and small mobile cold box, freezer and other new products.

However, the rapid development of the cold chain logistics market also exposes the deficiencies of the enterprise. Yeung, partner of Roland Berger Management consulting company and joint head of logistics industry, believes that at present, Chinese consumers do not have enough intention to pay high prices for the fresh cold chain, but the cold chain logistics Enterprise net profit margin is generally low, the market urgently needs to cultivate the consumers ' cold chain cost consciousness. The innovation of the model is very important, and the medium and short term support of the policy is indispensable.