Driven by the rapid economic development, the logistics industry has always maintained a trend of rapid progress. Coupled with the multiple positive effects of technology, policy and market, the logistics industry has ushered in an opportunity to enter a new era.

Such a "lively" market has spawned many hot industry "big events", which will also bring a series of chain reactions to the industry.

"Invisible hand" of macro control

The release of a number of new regulations has had a great impact on the logistics industry. The normative guidance and regulations cover cost reduction and efficiency enhancement, emission access standards and other aspects, and effectively carry out macro-control.

The general office of the State Council printed and distributed the opinions on further promoting logistics cost reduction and efficiency increase and promoting the development of the real economy in August last year.

The opinions put forward 27 specific measures from seven aspects: Deepening the reform of "release, management and service", strengthening tax reduction and fee clearing, and promoting informatization, standardization and intelligence of logistics and warehousing.

In November 2017, the Ministry of transport and the Ministry of Public Security jointly issued the implementation opinions on the normalization and institutionalization of joint law enforcement for the treatment of vehicle overload (Trial). The opinions requires local transportation and public security departments to strictly standardize the inspection and punishment of overload control, promote the normalization and institutionalization of joint law enforcement of overload control, and promote the development of the real economy.

Meanwhile, since November 2017, Shandong, Guangdong, Guizhou, Liaoning, Hebei, Shaanxi, Gansu and other provinces have issued new regulations to strictly investigate the excessive emission of diesel vehicles, adjust the legal loading standards of green vehicles, and increase the scope of traffic ban. Beijing has also issued a circular on reducing the pollutant emission of trucks, strictly managing the scope and time of trucks entering the city.

On this basis, the Beijing municipal traffic control department continued to carry out the special rectification action of "one control and two prevention" for freight vehicles, and adopted the two modes of "routine rectification" and "centralized tackling" to strictly control and investigate the violation of freight vehicles, so as to effectively prevent serious air pollution caused by illegal driving of freight vehicles and excessive exhaust emissions.

In 2020, the national six emission standards will be officially implemented. At that time, even the national third car equipped with DPF will not be able to return to the sky. Coupled with the increasing state subsidies for new energy vehicles and the frequent advent of new energy and smart trucks, the freight industry is likely to enter a new era in the next two or three years.

Express enterprises speed up the development and listing

"Listing" has become a key word for express enterprises in recent two years.

In October 2016, Yuantong Express was listed;

In October 2016, Zhongtong express was officially listed;

In December 2016, Shentong express was backdoor listed.

In January 2017, Yunda was listed.

In February 2017, SF was backdoor listed.

In September 2017, Baishi was listed in the United States.

In January 2018, deppon went public.

So far, the main domestic express enterprises have basically gathered in the capital market. After listing, deppon has pulled out more than a dozen one word limit boards in a row, with a strong momentum. When Cui Weixing appeared at the Davos Forum in Switzerland, he said: on the premise of stabilizing the mainland market in recent years, deppon is gradually exploring the international market.

Industry insiders said that among the factors driving economic growth, consumption accounts for an increasing proportion, and the support of commercial channels that can meet the consumer market is logistics. "From express delivery to express transportation, the tide of listing logistics enterprises is gradually surging. This will form a demonstration effect. It is expected that more logistics enterprises will enter the capital market in the future."

Facts have proved that the popularity of "listing tide" does not decrease but increase. It is reported that Anneng logistics has planned to be listed in 2019. Liu Qiangdong also revealed recently that Jingdong is considering the issue of listing logistics business in China's Chinese mainland and Hongkong securities market.

Freight platform seizes the market

The relationship between the major freight platforms is subtle and skillfully integrated. Whether it is under the pressure of investors or not, it can at least show that only by concentrating resources can it be expected to run longer in the huge logistics market and finally achieve the goal of listing.

"Man Gang" in the world

In November 2017, the truck gang and Yunman announced a strategic merger, and the new group company was named "manbang".

The establishment of the "man Gang" caused a lot of vibration in the circle. The two sides said that the new group company will continue to promote the improvement of China's logistics efficiency and industrial upgrading, retain the original truck gang and Yunman brand, continue to operate independently, and carry out strategic integration with complementary advantages in business.

After its establishment, the "man Gang" immediately spread the news of charging, which once aroused heated discussion among logistics people. At present, "manbang" has started to collect basic membership service fees on January 15, but it only charges cargo owners and users, and has no plan to charge drivers for the time being.

Foal logistics has become a new force for young people

In 2011, Juma logistics was founded, mainly engaged in urban distribution services;

In 2015, the horse horse built the "Internet plus city distribution fleet" mode, and began to expand the national market.

In 2016, Juma ecological business group was established to create an "urban distribution ecosystem" through interconnection and sharing.

In May 2017, Juma logistics obtained a total financing of 450 million yuan from five institutions, including PLoS, new hope, Tuofeng investment, Lianchuang investment and Dingxiang investment.

On February 11, 2018, Juma B + round of financing of hundreds of millions of yuan was officially finalized, and an investment agreement was officially signed with the investor COSCO Group.

So far, Juma logistics has reached the next city and realized "fast overtaking". At present, foal's first stage dream is to become a $10 billion company in the next two or three years.

Scientific and technological exploration under the wave of intelligence

The torrent of the times is surging forward, and "people who know current affairs" naturally want to follow the tide of the industry.

Jingdong unmanned warehouse unveiled

Last year, Jingdong unmanned warehouse officially appeared, which is also the world's first full process green unmanned warehouse. Among them, the large-scale and multi scene application of the robot realizes the automation and unmanned of the whole system, which greatly improves the efficiency of processing orders.

It is worth mentioning that the whole process unmanned warehouse of "Asia No. 1" of JD logistics, as the representative of "China's future corps" in the field of e-commerce, made a stunning appearance in the "Beijing eight minutes" at the closing ceremony of the Winter Olympic Games, showing the image of China in the new era to the world.

Rookie layout smart Logistics

The largest robot warehouse in China, jointly built by rookie network and fast warehouse, has been put into use in Huiyang, Guangdong Province. It is reported that the robots in the warehouse can not only cooperate to perform the same order picking task, but also perform different picking tasks alone. They can also identify each other and make "comity" according to the task priority.

According to the online news, in addition to continuing the research on the overweight end distribution robot, the rookie is developing driverless trucks. In the future, driverless technology may be applied to large trunk transportation trucks.

EMS starts "cloud warehouse service"

"National team" EM announced last year that it would start "cloud warehouse service". At present, EMS has launched more than one million individual warehouses in five regions: North China, East China, South China, southwest and northwest. The cloud warehouse group in five regions has begun to take shape, and more than 500 warehouses provide efficient warehousing services for buyers and sellers across the country.

EMS's exploration and ecological layout last year can be described as comprehensive, entering the fresh and cold chain market and entering the express and local markets. Whether in the infrastructure construction of storage trunk lines, technology application or distribution timeliness, they are catching up with private express, and the "national team" has begun to make efforts gradually.

Obviously, under the general trend of comprehensive upgrading of China's logistics industry, capital, market and intelligence have become key factors.

In 2017, the annual express business volume exceeded 40 billion pieces, ranking first in the world for four consecutive years. In the face of such hot market demand, it can be predicted that the combination of capital and logistics enterprises will become closer and closer in 2018, which is more platform, intelligent and environmental friendly.

On the one hand, capital continues to penetrate into various logistics sub industries; On the other hand, as more logistics enterprises enter the capital market, "Matthew effect" will be more obvious. Large logistics enterprises will form an absolute dominant position through logistics resource M & A and integration, and small logistics enterprises may face a new round of baptism.