The first year of online freight, "Internet +" leveraging new opportunities in the animal logistics industry | 2020 inventory

The first year of online freight, “Internet +” leveraging new opportunities in the animal logistics industry | 2020 inventory

#year #online #freight #Internet #leveraging #opportunities #animal #logistics #industry #inventory

Article: Shen Xi

Editor: Shi Yaqiong (syq@36kr.com)

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1. Industry Overview

“Bumpy Freight Road” is a social reality documentary released by CCTV, which shows the life of truck drivers on wheels. The country’s daily express delivery exceeds 200 million pieces, and the freight volume is nearly 100 million tons. Those long-distance truck drivers driving on China’s 150,000 kilometers of highways and national highways often face dangers such as heavy snow closures, landslides, and mudslides, which are unimaginable. Hardships.

The timely emergence of online freight has not only greatly reduced the pressure on freight drivers and logistics fleets, but also made an indelible contribution to the realization of cost reduction and efficiency enhancement of the entire logistics industry. The network freight is equipped with network industry technology, and it is expected to realize the standardization of the logistics industry and the transparency of the freight process, accelerating the development of the “Internet +” new era of smart logistics.[1]

Online freight platforms can be divided into three categories: cargo control, open, and service. The characteristic of the cargo control platform is that the platform itself is the owner of the cargo or the supplier of the source of goods, and controls the distribution of logistics orders. Representative companies include Ande, Yizhan, Jingyi Truck (JD Logistics), Suning Logistics, etc. The open platform is neither a cargo owner nor a capacity supplier, but focuses on the effective matching between cargo owners and capacity, such as Manbang, Fuyou Truck, Lahuobao, Didi Consolidation, etc. The service-oriented platform is characterized by multiple business lines in parallel. In addition to vehicle and cargo matching, the profit model mainly comes from providing customers with SaaS support, bidding qualifications, tax compliance, finance, oil cards, ETC and other logistics services, including China Communications Xing Lu, G7, Lu Ge, Wurun Ship Union, etc.[2]

In 2013, China’s logistics market surpassed the United States for the first time to become the world’s largest, and the market continued to expand in the following years. According to data from the National Development and Reform Commission and the China Federation of Logistics and Purchasing, the total national social logistics in 2019 was 298.0 trillion yuan, an increase of 5.9% year-on-year, and the total social logistics cost was 14.6 trillion yuan, an increase of 7.3% year-on-year. With economic development, the demand for my country’s logistics industry will further increase. According to the Foresight Industry Research Institute, my country’s total social logistics will exceed 430 trillion yuan in 2024. Online freight uses the Internet and digital technology to innovate traditional logistics processes, promote the upgrading of industrial chain structure, and optimize the management mode of logistics operations. The logistics industry will enter a new era of “Internet +” smart logistics.

2. Investment and financing of the industry

According to the “2020 China Logistics Technology Financing Data List” released by the E-commerce Research Center of the Net Economics, and the “Electronic Databao” e-commerce database, in 2020, a total of 53 platforms in the e-commerce logistics field in China will receive financing. Lala, Xiaobang Kuaisong, Manbang Group, Smart Rental Travel, etc., have a total financing of over RMB 25.37 billion.[3]

Investment and financing of some domestic online freight industry related companies since 2020

3. Industry progress

related policy

1. The “Interim Measures for the Management of Road Freight Transport on Internet Platforms” was officially implemented

In August 2016, the Ministry of Transport launched a pilot program for car-free carriers nationwide. The Ministry of Transport and the State Administration of Taxation, on the basis of systematically summarizing the pilot work of car-free carriers, formulated the “Interim Measures for the Operation and Management of Road Freight Transport on Internet Platforms” (hereinafter referred to as the “Measures”), which will be officially launched on January 1, 2020 start to implement. The car-free carrier was officially renamed as “Network Platform Road Freight Transport Operator” (ie, network freight). The “Measures” clarified the operational requirements for network freight based on considerations such as market fairness, transportation safety, and service quality. The formal implementation of the “Measures” and the transition from car-free transportation to online freight indicate that the era of smart logistics has officially set sail, and 2020 will enter the first year of online freight.

2. Announcement of the list of the first batch of companies that have obtained the network freight business license

In accordance with the requirements of the Ministry of Transport and the State Administration of Taxation on Printing and Distributing the Interim Measures for the Management and Administration of Road Freight Transport on Internet Platforms, the pilot work of the Ministry of Transport for car-free carriers ended on December 31, 2019, starting from January 2020. The Measures will be implemented on January 1. As of June 24, more than 20 provinces, municipalities, and autonomous regions, including Tianjin, Inner Mongolia, and Shaanxi, have issued detailed rules. Some provinces have announced the list of qualified companies for the online service capability of the network platform and the list of companies that have obtained the license for network freight road transportation. The following list is formed by the national logistics information platform (in no particular order).

List of licensed enterprises for network freight road transportation[1]

List of licensed enterprises for network freight road transportation[2]

List of licensed enterprises for network freight road transportation[3]

List of licensed enterprises for network freight road transportation[4]

3. “About the development of the network platform road cargo transportation enterprise agent development“Notice on the Pilot Work of Special VAT Invoices”

In order to further optimize taxation services and improve the convenience for small-scale taxpayers in the cargo transportation industry to use special value-added tax invoices, the State Administration of Taxation issued the “Notice on Launching the Pilot Work of Issuing Special Value-Added Tax Invoices for Road Freight Transport Enterprises on the Internet Platform” and decided The pilot work of issuing special value-added tax invoices on behalf of road freight transportation enterprises on network platforms has been carried out nationwide. Since the announcement of the above notice, various provinces, municipalities, and autonomous regions have issued detailed rules and publicized the “List of Pilot Enterprises for Issuing Special Invoices for Freight Transportation on the Internet”.

4. Public announcement of the first batch of online freight platform companies in the country

On September 16, the China Federation of Logistics and Purchasing publicized China in accordance with the “Network Freight Platform Service Capability Evaluation Index” (T/CFLP 0024-2019) group standards and the requirements of the China Federation of Logistics and Purchasing Network Freight Platform Enterprise Evaluation Procedures The list of the first batch of A-level network freight platform companies approved at the first meeting of the Logistics Enterprise Comprehensive Evaluation Committee of the Federation of Logistics and Purchasing.

The first batch of A-level network freight platform companies

Business activitystate

1. JD Logistics

As early as September 2019, JD Logistics launched its Jingyi Truck APP, which is in the promotion and application stage. The APP mainly serves the express and express services of JD Logistics. Truck owners can complete registration on the Jingyi Truck APP, receive orders online, negotiate prices online and obtain corresponding rewards.

In February 2020, JD Logistics, together with China Automobile Brothers, China Automobile Research Institute, and Foton Daimler Motors, held the “Truck Brothers Dream Action” press conference with the theme of “Overcoming the Difficulties and Moving Forward”, and officially announced JD Logistics. Its network freight platform-Jingyi Network Freight Platform.

JD Logistics issued an announcement on January 15, 2021 on the obligation to provide Hebei with global anti-epidemic materials transportation, announcing that from 8 a.m. on January 16th, it will officially open a special channel for global aid to Hebei’s anti-epidemic materials, accepting government and public welfare organizations , Enterprises and institutions, medical device manufacturers and other institutions organize the transportation needs of aid materials in Hebei.

2. Suning Logistics

Suning Logistics officially became the first batch of enterprises in Jiangsu Province to obtain the qualification of “Internet Freight” on April 16. Through the innovative management concept of “Internet + logistics”, Suning’s network freight platform integrates market resources, provides efficient solutions and diversified value-added services. The platform integrates multi-dimensional operation modes such as trunk line card shifting, contract logistics, urban distribution, and branch line allocation.

On December 29, 2020, Suning Logistics won the highest award in the logistics industry-“National Logistics” at the National Logistics Industry Advanced Collectives, Model Workers and Advanced Workers Recognition Conference held by the Ministry of Human Resources and Social Security and China Federation of Logistics and Purchasing Industry advanced collective”.

In addition, during the 2021 National Online New Year’s Day, Suning Logistics launched the “Su Xian Da” cold chain logistics service, with temperature-controlled cloud warehouse, integrated warehouse and distribution, and intra-city distribution as its core products, which can fully meet retail sales such as B2C, B2B, and community group purchases. On demand, the goods can be delivered to consumers within 24-48 hours.

3. Didi Travel

On April 13, Beijing Xiaoju Technology Co., Ltd., a subsidiary of Didi, increased its foreign investment and wholly-owned Tianjin Kuaiju Anyun Freight Co., Ltd. The company has a registered capital of 100 million yuan, and its business scope includes road freight transportation (network freight); auto parts retail; auto decoration sales; transportation cargo packaging services; domestic cargo transportation agency; general cargo warehousing services; car leasing, etc.

4. Best Group

Best Goods, a subsidiary of Best Group, formally obtained a road cargo transportation business license for the network freight platform on May 29. Best Goods is an online freight platform under Best Group that focuses on vehicle logistics. Based on advanced technologies such as mobile Internet, cloud computing, and big data, combined with offline operation and service capabilities, it provides vehicle logistics solutions for shippers and realizes online integration. Intensive, large-scale and intelligent vehicle transportation.

5. SF Holdings

On December 1, under the support and guidance of Tianjin Road Transportation Administration, Tianjin Yuanheli Technology Co., Ltd., the headquarters of the network freight platform of SF Holdings, was formally approved in Tianjin Development Zone for the “Network Freight Road Transport Operation License” “Since then, SF Express will further use its self-built network freight platform to integrate B-side + C-side resources, better coordinate social transportation resources, and improve management efficiency.

6. Goods Lala

On January 20, 2021, according to All-weather Technology Report, the Internet logistics service company Huolala is about to complete the F round of 1.5 billion US dollars in financing. This round is led by the old shareholders Sequoia Capital China Fund and Hillhouse Capital, Boyu Capital, Tiger Funds, Vitruvian Wien Capital, D1 Capital and other institutions followed the investment. After this round of financing, Huolala’s latest valuation reached US$10 billion.

7. Fuyou Truck

At the “Logistics Enterprise Standards Promotion and Innovation Development Conference” jointly sponsored by the China Federation of Logistics and Purchasing and the Fuzhou Municipal People’s Government on October 15, 2020, the technology logistics company Fuyou Trucks was officially awarded the “5A level network freight platform enterprise” “plaque. It is reported that the “5A-level network freight platform enterprise” is the highest level in the evaluation of the network freight platform A-level enterprise. It integrates the five dimensions of the company’s basic platform information, platform service capabilities, system support capabilities, platform management capabilities, and security risk management capabilities. assessment.

On January 14, Fuyou Trucks launched the first “epidemic road conditions” function in the online freight industry. Due to the complex and changeable policies of isolation and road closures in various regions, in order to help truck drivers obtain real-time road condition information, the team urgently developed the “epidemic road condition mutual assistance” function. Truck drivers can share transportation status and view road conditions in various places in the Fuyou Truck Driver App.

8. China Reserve Intelligence Transport

In April 2020, the Jiangsu Provincial Development and Reform Commission and the Provincial Department of Transportation announced the list of comprehensive reform pilots for cost reduction and efficiency enhancement in Jiangsu Province for smart logistics. CSC Smart Transportation was selected as the “Demonstration Pilot of Network Freight Platform” for the comprehensive reform of cost reduction and efficiency enhancement for smart logistics in Jiangsu Province. , During the pilot period, the effectiveness and experience of network freight will be summarized in a timely manner for reference by the industry, helping the industry reduce costs and increase efficiency, promote the transformation and upgrading of road freight, and achieve high-quality development.

In addition, CSC Intelligent Transportation provides professional logistics services for the industry through two core platforms: “Logistics Transportation Capacity Trading Sharing Platform” and “Network Freight Platform”. The “Zhitong” open platform is a logistics system independently developed by CSC Intelligent Transportation for enterprise users. Interconnection solutions can help different types of large-scale production, manufacturing and retail enterprises to realize the interconnection and intercommunication between enterprise ERP, TMS systems and the China Storage Intelligent Transportation Platform.

9.Lion Bridge

Lion Bridge Transportation Capacity was formally approved on June 9, 2020 for the “Network Freight Road Transportation Operating License”, and it was one of the first companies to obtain the “Network Freight Transport” operating license in the Tianjin Economic Development Zone.

The Lion Bridge Group announced the “Lion Bridge Points”, an intelligent risk control model built by borrowing big data technology and mobile AI technology, and continued to increase its capacity. The “Lion Bridge Points” came into being. It is reported that the “Lion Bridge Division” of transportation capacity is an intelligent risk control model for small and medium-sized cargo owners at the B-end. The credit line is directly obtained through model calculation. In addition, Shiqiao also uses artificial intelligence technology to implement the anti-fraud strategy of Shiqiao’s large platform. As of October 2020, Shiqiao uses artificial intelligence anti-fraud technology to provide 224,000 drivers and car owners who do not have the credit conditions of traditional financial institutions to provide 65.2 billion yuan in financing. .

10. Zhongjiaoxing Road

The circulation of large trucks and other logistics vehicles is the basic guarantee for the development and smoothness of the social economy, but the status quo of the “many, small, scattered, and chaotic” industry will threaten road traffic safety, cause congestion pressure, and affect the urban environment. Zhongjiaoxing Road has built a freight vehicle dynamic supervision platform for Qingdao West Coast New Area, which can complete the unified monitoring and management of heavy trucks and hazardous chemical transportation vehicles in the jurisdiction; the developed transportation integrated management platform covers more than 98% of the country and the world’s largest commercial The vehicle-to-vehicle networking platform provides digital decision-making analysis and supporting support for law enforcement officers through technologies such as Beidou positioning, cloud computing, and big data time-space mining; the smart traffic management platform created by the New Lanshan Finance Group was officially launched on August 25 And put it into application to help the public security traffic police, transportation, ecological environment and many other departments of Lanshan District, Rizhao City, and many large-scale manufacturing enterprises to co-operate with each other to relieve the pressure of road traffic vehicle congestion.

11. Road Song

The China Federation of Logistics and Purchasing publicized the grade list of “the first batch of network freight platform companies in the country” on September 16, and Luge was successfully selected as the first batch of 5A-level network freight platform companies. Luge is the first company to participate in the 5A-level network freight assessment and pass high scores, and it is also one of the earliest platform companies engaged in network freight, the most standardized and the largest in scale.

At the 6th 52 Card Friends Festival on May 2, 2020, Lu Ge officially released its one-stop card friend service platform-Card Plus Car Service, which will create a one-stop full life cycle truck service ecosystem. Through the integration of supply chain resources, the online and offline systems are opened up, and offline merchants are heavily empowered, so that the services of nationwide service outlets are more standardized, prices are transparent, and genuine products are guaranteed.

12. Big search

On July 29, 2020, the vehicle steward of Dasouche passed the qualification review, data review, system capability and operation capability review, and online service capability certification of the Beijing Municipal Commission of Transportation, and officially obtained the network freight enterprise qualification issued by the Beijing Commission of Transportation , Becoming the first company in Beijing to obtain a license for “Internet Freight”. It is reported that Carrier Manager is an online freight platform for vehicle logistics. It operates in both online and offline modes, with functions such as price checking, order placement, capacity matching, delivery, and settlement, which can achieve full-process coverage of the industry.

13. Chang’an Minsheng Logistics

Changan Minsheng Logistics signed an investment agreement with Chongqing Liangjiang New District through a “cloud contract” in September, and its wholly-owned subsidiary Boyu Transportation plans to invest 500 million yuan in the Liangjiang New District to build a Chongqing municipal-level integrating freight, payment and settlement, and financial services. Network freight demonstration platform. It is reported that the project is based on the 254 member units of the Chongqing Logistics and Supply Chain Association, serving the majority of carriers and individual drivers across the country, realizing the full chain connection of suppliers, shippers, carriers, drivers, and B/C customers. The platform covers the entire process of freight, payment and settlement, and financial services.

[1]my country’s logistics industry has officially entered a new era of “Internet +” smart logistics

[2][Transportation Research]Three types of online freight platforms and their representative companies

[3]”List” “2020 China Logistics Technology Financing Data List”: 53 companies received over 25.37 billion yuan

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