What are the opportunities for the transportation industry to reduce the logistics cost of the whole

Mondo Social Updated on 2024-03-01

Everyone knows that doing business in the past few years is the same as Wang Xiaoer's New Year, every year is not as good as a year, and there are sighs everywhere.

Many people think that science and technology is the biggest outlet, but the policy is actually the biggest outlet, without the support of the policy, you can't do anything, even if 100 outlets are blocked in front of you, you don't have a chance. If we hadn't implemented reform and opening up, we would still be as poor as North Korea.

A few days ago, a blockbuster news was released, one of which is to study the effective reduction of logistics costs in the whole society.

Now that the policy level has begun to study this issue, this area is the biggest outlet, so what opportunities will be hidden?

There are three main logistics costs, transportation costs, warehousing costs, and management costs. Today we're going to talk about the business opportunities in transportation costs.

The cost of transportation mainly includes railway transportation, road transportation, waterway transportation and air transportation, and there is basically only road transportation that can have greater room for improvement, because road transportation is the most popular of all transportation, the lowest entry threshold, but the highest cost.

In this issue, we focus on road transport cost analysis.

According to the "2021 Survey Report on the Operation of Key Enterprises in the Road Freight Industry" released by the Road Freight Branch of the China Federation of Logistics and Purchasing, the proportion of long-distance trunk costs of self-operated fleets is mainly analyzed. Road and bridge tolls 321%, fuel cost 301%, driver's salary 197% and vehicle depreciation 133%, and the four items together accounted for 952%。

That is to say, the three largest road transportation costs are road and bridge fees, fuel costs, and driver salaries.

Next, let's break it down one by one to see the hidden opportunities.

First, the driver's salary, this part cannot be reduced, otherwise no one will want to do this kind of hard work.

Second, road and bridge tolls, road and bridge toll standards can not be reduced basically, but it is possible to combine new energy policies, which can not only promote new energy, but also effectively reduce road and bridge tolls, and promote the trade-in of existing transport vehicles. You can imagine how big the national car transport market is.

There are 2 hidden business opportunities in tolls.

1) The spring of the new energy transportation automobile industry has really arrived, and Shandong has announced that it will waive the high-speed fee for hydrogen vehicles.

2) In the future, it is possible to introduce a subsidy policy for logistics enterprises to purchase new energy transport vehicles to encourage enterprises to update equipment. Some equipment is about to expire and urgently need to be replaced, will be the first batch of beneficiaries, the larger the scale of replacement, the higher the benefit, but this part depends on the follow-up policy, there may or may not be.

If Shandong's measures can be rolled out across the country, the use of new energy transport vehicles will greatly reduce the cost of road and bridge tolls.

Third, fuel costs, fuel fees are not likely to be preferential for logistics and transportation enterprises alone, otherwise it will cause a lot of arbitrage problems. Then, combined with the promotion of new energy transportation vehicles, whether it is hydrogen energy or pure electric energy, their power costs will also drop more than fuel, and the cost of this piece will also drop greatly.

Road and bridge tolls and fuel costs have accounted for more than 62% of the cost of highway trunk transportation, which is only exempt from the high-speed fee of new energy transport vehicles, it is possible to reduce the cost of highway trunk transportation by 30%, not to mention the greater reduction of power costs, but also continue to drive the cost down.

Only by following the trend can a bicycle become a motorcycle, and by following the general trend, a motorcycle can become a car, from the perspective of transportation costs alone, how will it help your business?

In the next issue, we will look at what kind of opportunities exist from the perspective of warehousing costs and management costs.

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