Sino-Vietnamese international logistics prospects analysis - Database & Sql Blog Articles

[Truck Home Original] 2015 is the most difficult year for dedicated logistics companies. As the number of such enterprises continues to grow, the competition in the industry is becoming increasingly fierce. Faced with this market environment, various logistics companies have made their own responses. Some logistics companies in Guangdong have embarked on a different path, which is to open up the logistics market in Southeast Asia. In recent years, a large number of labor-intensive enterprises have moved from China to Southeast Asia. As a result, many industries have developed demand for multinational logistics. As the first-line workers, truck drivers have naturally become more and more opportunities to go abroad.

● Domestic competition is fierce, and logistics demand in Southeast Asia is rising. Some logistics companies are beginning to shift their focus.

With the rising cost of manpower and land in the coastal areas of China, the change in the concept of migrant workers and the impact of the appreciation of the renminbi, many labor-intensive industries have begun to shift to the interior and Southeast Asia. Dongguan is the world's largest shoe industry base, but currently large shoe factories have moved to other provinces in China or Southeast Asia. Multinational companies such as Samsung, Nokia, and Nike have long established their own new factories in Southeast Asian countries.

Nike's factory in Vietnam, which needs to transport large quantities of raw materials from China to Vietnam every day.

These large labor-intensive enterprises, a factory with tens of thousands of people, also have huge demand for raw materials. Since Vietnam's current fastest-growing industry is dominated by processing and assembly, and there are no other manufacturing industries that are compatible with it, many raw materials need to be transported from domestic to Vietnam, which provides a large supply of goods for domestic logistics companies.

The large increase in domestic special-line logistics enterprises has intensified the price competition among peers.

Let's talk about the status quo of domestic special line logistics. With the increase of special-line logistics enterprises and the impact of a large number of retail investors, the current price competition in the market is very fierce. The freight rate from Zhengzhou to Dongguan a few years ago was 400 yuan a ton, now 300 Some people pull, there are more than 10 logistics enterprises running in the Hebei special line in Dongguan, and there are more than 20 running Henan. The boss of a logistics company told me that the distribution is no longer profitable, and they have to build their own fleet to make money.

With the intensification of domestic competition and the rising demand for logistics from China to Southeast Asia, many logistics companies in Guangdong Province have begun to focus on transnational logistics. Early-earning birds have insects, and some logistics companies that started earlier have already established themselves and began to actively expand their overseas business.

● Political and economic geographical advantages have made Vietnam a hot spot for Chinese logistics companies

There are currently three Southeast Asian countries with land links to China, namely Vietnam, Laos and Myanmar. Among the three countries, the most promising is Vietnam, and the companies that have moved from the past have also settled in Vietnam. Among these three countries, Vietnam has a population of 90 million and Myanmar has 54 million.

With only 7 million in Laos, Vietnam, with its large population, is naturally more popular with labor-intensive companies. In addition, unlike the numerous armed forces in Myanmar, the Vietnamese society is more stable and more suitable for long-term investment.

Compared with several neighboring countries, Vietnam is more favored by labor-intensive enterprises, and the import and export logistics market is bigger.

Since the 1990s, Vietnam has been reforming and opening up. It is basically along the path of China's reform and opening up. Whenever important documents are released in China, the Vietnamese authorities will immediately translate them into Vietnamese for the leadership of the Communist Party. At present, the Vietnamese government is also very strong in attracting investment, and there is a great inclination to invest in industrial enterprises in terms of land rent and taxation.

The current national age structure in Vietnam is relatively young, and the education level is generally at the junior high school level, which is enough to meet the needs of labor-intensive enterprises, and local workers, especially women workers, are relatively simple and easy to manage. According to an authoritative survey, the hourly labor cost of China's manufacturing industry in 2012 was 147% of that of Vietnam, and this gap is increasing year by year. It is expected to rise to 177% in 2019. The cheap labor cost in Vietnam is that it can attract foreign investment. An important factor.

Because the price is cheaper now

70%-80% of domestic cargo sent to Vietnam is still shipping

Geographically, Vietnam is closer to the Pearl River Delta. Both sea and land transport have advantages over other countries, especially shipping. Since the cost of shipping is only about one-third of that of motor transport, from Shenzhen to Vietnam. It can be delivered in a week, so 70%-80% of the goods currently shipped to Vietnam are still shipping. If domestic logistics companies want to consider entering the Southeast Asian market, road transportation combined with shipping is also a good way.

These advantages have made Vietnam the most suitable country for investment-intensive investment transfer in the Indo-China Peninsula. The transfer of enterprises will inevitably bring about changes in logistics demand. Therefore, Vietnam is also a popular choice for domestic logistics companies to explore the Southeast Asian market in recent years.

● Trucks basically start to dominate the market by importing Chinese brands.

Let's talk about Vietnam's domestic logistics-related situation. Because Vietnam's own automobile industry is thin, local trucks are basically imported, so in Vietnam you can see trucks from all over the world, such as all kinds of long-head cars in the United States. Russia's kamaz, Japan's Mitsubishi, Hyundai, and China's Dongfeng, Liuqi, and heavy trucks.

United States Department of the long head, Denon, modern in Vietnam you can see all types of trucks from around the world

Russia's Kamaz truck (some pictures are from the post of Kayou "Free Cuba" Vietnam)

The new car that has just been transported from the country is still on the side

Vietnam's truck sales venue, all kinds of brands, a bit like the domestic used car market

Vietnam sells cars like this.

With the development of China's commercial vehicle industry, relying on geographical advantages, domestic brands began to export to Vietnam. According to statistics, in the first 11 months of 2015, Vietnam imported a total of 22,500 Chinese-made vehicles (mainly trucks), an increase of 115% year-on-year. Imports accounted for 21% of the total imports of Vietnam during the same period; Vietnam imports in the first 11 months The total amount of Chinese cars reached 869 million U.S. dollars, and the import value ranked first among Vietnamese importing car countries. In terms of imports, Korean and Thai-made cars ranked second and third.

According to Vietnamese media reports, most of the Chinese cars imported from Vietnam are trucks, followed by some special vehicles. Statistics show that the number of Chinese-made trucks that have been exported to Vietnam has maintained rapid growth for several consecutive years. Even in the case of Vietnam’s recent increase in import tax on trucks, the number of heavy-duty trucks exported from Vietnam to China has maintained a strong growth momentum. .

Assembly trucks for Vietnamese car companies

In addition to the import of complete vehicles, the local car companies in Vietnam are mainly engaged in the assembly work of vehicles. After importing the accessories, the factory assembles and affixes its own logo in Vietnam. Such as the Kowloon Group, a large car company in Vietnam, their

These light trucks are all produced by OEM, using the logo “TMT” of their group.

● There is only one high speed in the country, from 2400 kilometers from south to north, it takes 3 days and 3 nights.

At present, China's main border trade ports to Vietnam include Dongxing Port (Fangcheng Port) in Guangxi, Pingxiang Port in Friendship, and Hekou Port in Yunnan. Domestic cars enter Vietnam, generally no more than tens of kilometers, and need to be replaced by Vietnamese. With the driver, the exit vehicle can only be used by one driver (Vietnam does not recognize the Chinese driver's license, and can only be converted into a Vietnamese driver's license after applying to the relevant authorities).

Every day, a large number of Chinese trucks enter and leave the Sino-Vietnamese border.

Vietnam has a north to south

2400

More than a kilometer, a typical truck takes three days and three nights to run, because there is only one expressway in Vietnam, that is, the highway from Hanoi to Haiphong.

104

Kilometers, officially opened in December 2015. Most other ordinary roads in Vietnam are two-way two-lane, and the speed can only be reached at the highest speed.

60km/h

. After running 2,400 kilometers from south to north, the average speed of the whole journey is only

30km/h

In addition to the road conditions, the motorcycle army that is everywhere in Vietnam is also an important factor affecting traffic. It is used to the card friends in the country. Going to Vietnam is estimated to need to adapt for a while.

Vietnam is a little remote, and many of them are still dirt roads.

The main road in Vietnam, this road is the high speed in the mouth of Vietnamese people.

The only regular expressway in Vietnam, the highway from Hanoi to Haiphong, opened in December 2015

Vietnam’s motorcycle army basically has no traffic order.

The driver of the deputy class is waving to the right, and the drivers in Vietnam are very careful because there are too many motorcycles in Vietnam.

● Compilation:

With the influx of large amounts of foreign capital, Southeast Asian countries have developed rapidly in recent years. These days in the forum of the truck house, I also saw a lot of friends who have been running Southeast Asia. I believe that more and more card friends will be able to come out to work in the country and experience the style of Southeast Asia. For logistics enterprises, with the intensification of competition in the domestic logistics industry, catering to the “one road, one belt” policy, going out is also a good road. At the same time, in the form of transportation, it is also possible to consider the possibility of multimodal transport, sea, land and air. The combination can provide customers with more choices and expand their business areas. (Figure

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Wen Zhong Dan Jun) (transferred from the truck house)