Logistics in the new energy sector is recovering, and the growth momentum is becoming more high-end, intelligent and green

In 2023, with the solid advancement of industrial transformation and upgrading, the adjustment of logistics demand structure will accelerate, the growth momentum will shift to high-end, intelligent and green directions, and logistics in the new kinetic energy field will accelerate recovery.

From the perspective of the industrial field, in 2023, equipment manufacturing logistics will maintain a good recovery trend, with a growth rate two percentage points higher than that of all industrial product logistics, especially in the fields of automobiles, smart equipment, etc., the total logistics growth rate will exceed 10%.

New formats such as e-commerce logistics and online services will continue to grow rapidly, effectively supporting and protecting people's livelihood. In 2023, the average e-commerce logistics index was 110.1 points, an increase of 4.2 points over the previous year; the online retail sales of physical goods increased by 8.4% year-on-year, 2.2 percentage points faster than the previous year.

Cai Jin, Vice President of the China Federation of Logistics and Purchasing: In the process of logistics development last year, people's livelihood logistics developed the fastest. From this perspective, logistics has played a vital role in protecting people's livelihood.

From the perspective of industrial circulation, green production methods are accelerating, recycling, sorting, distribution and other recycling systems of renewable resources are gradually improving, and the scale of logistics demand in related industries continues to expand. In 2023, the total amount of renewable resource logistics will increase by more than 17.4% year-on-year.

Market competition intensifies, and the proportion of comprehensive business steadily increases

From the perspective of the logistics market, in 2023, the competition pattern of the logistics market intensifies, the endogenous driving force of logistics companies to innovate and develop, reduce costs and increase efficiency continues to increase, and the proportion of comprehensive logistics business steadily increases.

From the perspective of the number of market entities, there are nearly 600,000 legal entities in my country's transportation, warehousing and postal industries, more than 5.8 million individual operators, more than 6 million logistics-related market entities, and the number of enterprises continues to increase overall.

From the perspective of enterprise order demand, although the main macro indicators of logistics have rebounded to varying degrees, periodic and structural contradictions still exist, and the feelings of individual enterprises in the logistics market players are obviously different. Survey data show that enterprises feel strongly about the weak market demand, reflecting that the proportion of logistics enterprises with weak market order demand exceeds 30%, and small and medium-sized enterprises account for nearly 50%.

In 2023, the service price index in the logistics prosperity index was below 50% in each month, averaging 48.3%, reflecting that the overall service price of the logistics industry showed a downward trend.

Experts said that in the face of increasingly fierce market competition, the internal driving force of logistics enterprises to innovate and develop, reduce costs and increase efficiency continued to increase. The survey shows that in 2023, the number of supply chain contract orders of key logistics enterprises increased by 24% year-on-year, the income of integrated logistics business increased by nearly 30%, and the proportion of comprehensive logistics business such as supply chain logistics management and integration increased steadily. In 2023, the cost of key enterprises per 100 yuan of operating income will generally be stable and slow down, down 0.3 yuan from the previous year.