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中国物流公司着眼于长远增长

2020-3-26 14:27

周末,由物流供应商菜鸟网络科技公司包租的一架货运飞机在广东省广州市为非洲装载了covid19预防和检测设备。[中国日报牛静摄]


中国的物流公司正计划扩大其国际货运业务和航空货运包机,以应对由于新型冠状病毒爆发而导致的全球日益严重的空中交通中断。


在bb0宣布将扩大对航空业的政策支持后,受此鼓舞,航空公司正考虑采取此类举措,以减少货物库存。全球领先的旅游数据情报公司AirSavvi表示,取消客运航班意味着物流公司将失去宝贵的飞机货运空间。


该公司收集的数据表明,这一趋势正在改变,3月18日,只有23%的国际航空货物是通过客机运输的。其余货物将由货机运送,显示客机在货物运输中的重量正在稳步下降。


招商证券(China Merchants Securities)高级分析师陈卓表示:“尽管为防止疫情蔓延,客运量实际上已经停止,但这并不意味着全球供应链应该停止,尤其是关键资源的运输。”


与此同时,总部位于深圳的顺丰航空(SF Airlines)本月迄今已开通5条新的国际货运航线。顺丰航空是顺丰快递(SF Express)旗下的货运运营商。这些航线包括深圳与大阪、深圳与吉隆坡、江苏无锡与新加坡、上海与东京,以及浙江杭州与曼谷之间的航线。


同样,圆通快递集团有限公司经营着20条国际货运航线。这些航线帮助中国出口商维持了正常的货运流量。


总部位于杭州的物流供应商菜鸟网络科技周一表示,它将在两个月内提供近200个包机航班,以确保全球企业的物流运作顺畅。


菜鸟表示,它是少数没有受到疫情影响的公司之一,其服务在全球100多个国家和地区正常运行。


中国物流学会研究员杨大勤表示,随着疫情在海外的迅速蔓延,空运物流不仅将确保防疫物资的运输,还将成为全球工业产出的生命线。


杨表示,中国是世界上最大的防疫资源生产国,也是智能手机供应链的重要组成部分。


杨说:“中国可以充分利用航空物流公司,重新启动对受疫情影响经济体的运营和供应。”


充足的物流供应是国内企业顺利恢复生产的关键。此外,医疗产品有更高的运输标准,陈说。


中国国务院周二在一次常务会议上表示,甲型h1n1流感疫情对中国工业的国际供应链造成了严重影响。这主要是由于中国的国际航空货运能力不够发达,以及自疫情爆发以来,乘飞机运输的货物数量大幅下降。会议敦促采取有效措施,通过国际合作和提高运力来提高中国的国际航空货物运输能力。


鼓励航空货运企业与物流企业进行重组,形成覆盖国内外的综合快递产业网络。


国际航空货运枢纽网络需要在京津冀、长江三角洲、粤港澳大湾区和成渝城市群等地区得到改善。


会议指出,中国应该在航空公司、快递公司和货运终端之间建立一个共享的信息网络,以提高效率,促进以货运为主的机场建设。


“我们公司的生产能力已经恢复到90%,但由于许多欧洲国家的航班暂停,三月初运往海外的产品一直在中国囤积,”一位名叫潘妮(Penny)的跨境卖家告诉澎湃新闻。他说,如果该物流公司无法发货,他公司的订单可能会被海外消费者取消。


菜鸟网络科技有限公司总经理赵健表示:“我们的计划是,我们的智能技术可以使等待交付的产品和飞机与现有的货物运输能力相匹配,并在我们的网络内有效工作。”

 

为了在全球经济压力下促进跨境贸易,该公司表示,已经开通了从杭州、香港和哈尔滨等中国城市到莫斯科、特拉维夫和比利时列日等多个国际目的地的专线航班。


总部位于深圳的顺丰公司也表示,该公司一直在联系电子公司、服装制造商、汽车零部件企业,以确保客户的进出口货物在跨境运输中畅通无阻。


公司目前每周运营20个国际货运航班,每周运送18,572公吨货物(进口和出口)。此外,随着越来越多的企业寻求恢复业务,顺丰快递将在未来两个月内开通更多的国际航线。


根据AirSavvi的数据,尽管运力有所增加,但与1月17日(今年的高峰期)相比,3月18日的实际运力仍有69%的运力缺口。


据中国邮政集团的数据显示,去年中国快递包裹递送量达635.2亿件,其中14.4亿件递送至中国大陆以外的地区,同比增长29.9%。


中国已成为国际快递市场最大的增长引擎之一。然而,专家表示,跨国物流巨头仍在国际航空货运领域占据主导地位。


截至去年5月,美国联邦快递有681架货机投入运营,而DHL和UPS各自拥有数百架飞机,令中国同行相形见绌。截至2019年,顺丰拥有58架货机,而圆通拥有12架。

 

 

A cargo flight, chartered by logistics provider Cainiao Network Technology, is loaded with COVID-19 prevention and detection equipment for Africa in Guangzhou, Guangdong province, over the weekend. [Photo by Niu Jing/For China Daily]

 

Logistics companies in China are planning to expand their international cargo operations and charter flights for air cargo shipments to cope with the growing air traffic suspensions across the world due to the novel coronavirus outbreak.

 

Buoyed by the government's statement that it would extend policy support for the sector, the carriers are considering such moves to reduce cargo inventories after the outbreak curbed air travel in most parts of the world. Cancellation of passenger flights means the loss of valuable cargo space in aircraft for logistics firms, according to AirSavvi, a leading global travel data intelligence company.

 

Data collected by the company suggested that the trend is changing as just 23 percent of the international air cargo was transported via passenger aircraft on March 18. The rest of the cargo will be delivered by cargo aircraft, indicating a steady decrease in the weightage of passenger aircraft in cargo transport.

 

"Though passenger traffic has been virtually stopped to prevent the spread of the epidemic, it does not mean that the global supply chain should be halted, especially for shipment of critical resources," said Chen Zhuo, a senior analyst with China Merchants Securities.

 

Meanwhile, five new international cargo routes have been launched so far this month by Shenzhen headquartered SF Airlines, the freight operator under SF Express. These include flights between Shenzhen and Osaka, Shenzhen and Kuala Lumpur, Wuxi of Jiangsu province and Singapore, Shanghai and Tokyo, as well as Hangzhou of Zhejiang province and Bangkok.

 

Likewise, YTO Express Group Co Ltd is operating 20 international cargo routes. These routes have helped maintain normal cargo flows for exporters from China.

 

Hangzhou-based logistics provider Cainiao Network Technology said on Monday that it will offer nearly 200 chartered flights over a two-month period to ensure smooth logistics operations for global enterprises.

 

Cainiao said it is one of the few companies that have not been affected by the epidemic, and its services are running normally in more than 100 countries and regions in the world.

 

With epidemic spreading rapidly overseas, airfreight logistics will not only ensure the transport of anti-epidemic materials, but also act as the lifeline of global industrial output, said Yang Daqin, a researcher with the China Society of Logistics.

 

According to Yang, China is the world's largest producer of epidemic prevention resources as well as an integral part of the smartphone supply chain.

 

"China can make good use of aviation logistics companies to restart operations and supplies to economies affected by the outbreak," said Yang.

 

Sufficient logistics supplies are critical for the smooth work resumption of domestic enterprises. In addition, medical products have higher standards for transportation, said Chen.

 

The State Council, China's cabinet, said on Tuesday during an executive meeting that the epidemic had a serious impact on the international supply chains of Chinese industries. This is mainly due to the country's less developed international air cargo capabilities and the slump in cargo transport via passenger aircraft since the epidemic outbreak. The meeting urged effective measures to improve Chinese international air cargo transportation ability through international collaborations and increased capacity.

 

Air cargo enterprises have also been encouraged to restructure with their logistics counterparts, so as to form a comprehensive express industrial network at home and abroad.

 

International air cargo hub networks need improvements in regions like the Beijing-Tianjin-Hebei Zone, the Yangtze River Delta, the Guangdong-Hong Kong-Macao Greater Bay Area, and the Chengdu-Chongqing city cluster.

 

China should build a shared information network among airlines, express couriers and cargo terminals to boost efficiency and promote cargo-focused airport construction, the meeting said.

 

"Our company's production capacity has been restored to 90 percent, but products heading overseas in early March have been stockpiling in China due to suspension of flights by many European countries," a cross-border seller who goes by the name of Penny told ThePaper.cn. He said that his company's orders are likely to be canceled by overseas consumers if the logistics company fails to make the shipment.

 

"The plan is that our intelligent technology could match products waiting for delivery and aircraft with cargo transportation capacity available, and work efficiently within our network," said Zhao Jian, general manager of Cainiao Network Technology.

 

In order to facilitate cross-border trade amid global economic pressure, the company said it has launched dedicated flights from Chinese cities like Hangzhou, Hong Kong and Harbin to multiple international destinations such as Moscow, Tel Aviv and Liege, Belgium.

 

Similarly, SF Express has continuously contacted electronics companies, clothing manufacturers, auto parts enterprises to ensure customers import and export goods without a hitch in cross-border transportation, according to the Shenzhen-based company.

 

The company currently operates 20 international cargo flights on a weekly basis and delivers 18,572 metric tons of cargo (imports and exports) per week. In addition, SF Express is about to open more international routes in the next two months as more enterprises seek to resume businesses.

 

Despite the increased capacity, there remains a 69-percent capacity gap when comparing the actual cargo capacity of March 18 with that of Jan 17 (this year's peak), according to AirSavvi data.

 

Last year, 63.52 billion pieces of express parcels were delivered in China, with 1.44 billion pieces being delivered to places beyond the Chinese mainland, up 29.9 percent on a yearly basis, according to the China Post Group.

 

China has become one of the largest growth engines for the international express delivery market. However, experts said multinational logistics giants have maintained their dominant position in international air cargo delivery.

 

US-based FedEx had 681 cargo aircraft in operation as of May last year, while DHL and UPS each own several hundred airplanes, dwarfing their Chinese counterparts. SF owned 58 cargo aircraft as of 2019, while YTO had 12.

 

原作者: WANG YING and PEI PEI 来自: china daily