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Logistics prepares for Double Eleven, new energy vehicles take advantage of the trend

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       "Double 11" is approaching. This day not only affects the nerves of countless "hand-chopping parties", but also makes major e-commerce platforms enter a state of intense preparations. 1.5 billion pieces! This is the estimated total volume of parcels generated during the "Double 11" e-commerce carnival this year, which is an increase of 35% over the same period last year. In recent years, the e-commerce industry has shown a rapid growth trend, and the express delivery industry has also ushered in great development. The overall business volume of China's express delivery industry has increased from 1.2 billion in 2007 to 30 billion in 2016, showing an explosive growth trend. In 2016, the global express delivery volume was about 70 billion pieces, of which China accounted for about 43%. China's express delivery industry has grown by more than 50% every year for six consecutive years, ranking first in the world. In 2016, Tmall’s “Double Eleven” alone recorded a transaction volume of 120.7 billion yuan and logistics orders of 657 million pieces, while the business volume of the express delivery industry reached 1.05 billion pieces.

       E-commerce companies add new energy logistics vehicles. Urban distribution is the last mile distribution in the logistics chain and plays an extremely important role in the entire supply chain. However, most cities do not allow trucks to enter the city. There are strict restrictions on area and time. From the perspective of urban distribution itself, the development trend is very strong. Because traditional fuel vehicles have brought environmental pollution to the city, pure electric logistics vehicles have gradually become a new type of transportation vigorously promoted by the government, coupled with the transformation of e-commerce express delivery business With upgrades, new energy logistics vehicles have gradually become the first choice for express logistics companies.


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       Cainiao Network's green smart logistics vehicle plan. In May of this year, Alibaba's Cainiao Network released a future green smart logistics vehicle plan. The goal of the plan is to jointly build 1 million vehicles equipped with " The new energy logistics vehicles of Cainiao Smart Brain allow big data to help green logistics.


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  On November 1, 2017, Shanghai Post EMS launched the "Express e-ge" instant delivery platform and completed the handover ceremony of new energy vehicles with BYD. It is reported that with the launch of the "Express e-ge" instant delivery platform, BYD and Shanghai Post Express Logistics have handed over 300 BYD T3 new energy logistics vehicles for the first time, helping EMS "Express e-ge" to cope with the upcoming "Double 11" "Logistics peak season.


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       The "Qingliu Plan" is based on green logistics. As early as 2013, JD Logistics first proposed the application of new energy vehicles in the logistics field, and jointly developed new energy vehicles with many large automobile manufacturers across the country. According to reports, more than 30 different models have been tested and put into operation in logistics links such as high-end distribution, terminal distribution, and intra-city transfer. On October 31, JD Logistics announced that it will cooperate with many large-scale electric vehicle manufacturers across the country to jointly test, promote, develop, and introduce thousands of new energy vehicles. It has been put into use in large and medium-sized cities across the country. JD Logistics also announced that it will form a new energy industry alliance. In the next five years, JD Logistics plans to replace hundreds of thousands of vehicles in the system with new energy vehicles.

       In addition, large e-commerce companies such as Gome and Vipshop, and express delivery giants such as SF Express and Sitong Yida have all begun to adopt pure electric logistics vehicles in large quantities.

       On September 20, 14 departments including the Ministry of Communications, the Development and Reform Commission, and the Ministry of Industry and Information Technology jointly issued the "Action Plan for Promoting the Healthy and Stable Development of the Road Freight Industry (2017-2020)", which requires the strengthening of urban distribution vehicles Technical management provides convenience for new energy distribution vehicles that meet the standards, and clearly states that the country will comprehensively promote the electrification of urban freight vehicles. This document provides strong policy support for the transformation of logistics and freight transport to new energy. In addition to the support of national policies, various local governments have also proposed plans for the electrification of logistics vehicles. It is understood that more than 20 provinces and cities have clarified the operation plans of electric logistics vehicles.


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       The electrification of logistics vehicles has become a breakthrough in the heavy volume of new energy vehicles. With the rapid development of my country's e-commerce industry, the urban distribution business is booming, and the demand for urban logistics vehicles is increasing. In 2016, China's express delivery industry has grown by more than 50% for six consecutive years, with an average daily delivery volume of 80 million packages and 31.28 billion pieces of express delivery. It is expected that the daily delivery volume will double by 2020.

       The industry generally believes that the electric logistics vehicle industry is expected to achieve sales of about 100,000 vehicles in 2017, with a year-on-year growth rate of more than 100%. The data shows that the current market penetration rate of new energy logistics vehicles is only 2%, and the potential market space can reach 3 million vehicles. It is estimated that by 2020, the production and sales will exceed 400,000 vehicles. In the next five years, the compound annual growth rate of domestic electric logistics vehicle production and sales is expected to exceed 50%, with an incremental scale of one million vehicles. Based on the average price of 200,000 yuan per vehicle, the corresponding direct market size reaches 200 billion yuan.


 


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  However, with the vigorous promotion of e-commerce platforms such as Ali and JD.com, as well as the continuous introduction of national policies and plans, it is believed that the electric logistics vehicle market will usher in a more rapid and healthy development, and the market can be expected.

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