Foreign trade seeking capital, logistics back pot! The largest victim of the transportation industry migration

Under the tightening of global foreign trade, the logistics industry was finally paid.

After a while of bliss in 2020 to 2021, the foreign trade was weak in 2022. The freight forwarding had to take off the long shirts of Kong Yiji, the beauty line, European line, Southeast Asia, trains, and highways can be thrown. I have lost the courage to the four fields .....

Freight fell 40 weeks, Belgian tax investigation, empty box piles, European and American routes, Russian and Ukraine issues, French route strikes, etc., hollowed out the exhausted body of freight forwarding and ship companies. Under the impact of a round of rounds, the shipping company and the freight generations finally couldn't carry it. The phenomenon of "one order is difficult to find" and a large number of ships were stopped.

"It is safe to stop at the port, but this is not the purpose of shipbuilding."

A few years ago, the freight forwarder can also advertise that "life is not track, but also wilderness" is like a fish in the logistics market, but now the cargo generations are suffering from the enemy's belly, and the impact of the influence caused by the low foreign trade. Falling into a competition from Southeast Asia.

Some countries are trying to replace the Chinese market with the Southeast Asian market.

Who is under the downturn of foreign trade? China or Southeast Asia? Cross -border enterprises or cargo generation?

Today we will "explore the bottom."

In the eyes of corporate transfers that are already or considering the transfer of supply chain, Southeast Asia is their first choice, and Vietnam, India, and Indonesia are the top three industrial migration destinations. It is not difficult to see that the commonality of the three countries is a large population, large market space, low labor and sufficient labor.

In the process of supply chain migration, the cost is the primary factor. Among them, labor costs and acquisition are the most watched, accounting for 65%; logistics costs and delivery time account for 46%, trade and tariff issues account for 41%, and positions are available. List second and third. Nearly 70 % of cross -border enterprises chose three factors at the same time, considering more comprehensive and comprehensive.

According to data from economics think tanks, the current salary of India, Malaysia, the Philippines, Thailand and Vietnam manufacturing is less than $ 3, and China has now exceeded $ 8. In terms of monthly wages, China is nearly three times that of Thailand and nearly 6 times that of Indonesia. Southeast Asia has absolute advantages in labor costs.

In addition to the characteristics of the Southeast Asian market itself attract cross -border enterprises, these country governments have also continued economic reforms to launch investment promotion policies, and various countries are about to move. The "2021-2030 Foreign Investment Cooperation Strategy" released by Vietnam shows that the country's plan to launch a business in Vietnam will be increased to 50%by 2030, bringing Vietnam's business environment in the world bank Enter the top three ASEAN and the top 60 in the world. In 2021, Indonesia promulgated a new encouragement investment list, which greatly reduced industries that prohibit foreign investors from investing.

Supply chain transfer, where does the logistics go from?

In the short term, the cross -border enterprise supply chain transfer meeting will extend deeply in the Southeast Asian market. For the freight forwarding that has been cultivated in Southeast Asia for many years, it can be said that it is long drought and Ganlin. The logistics economy drives the development of block trade.

In the long run, the migration of the supply chain will inevitably have a negative impact on Chinese shipping companies and freight forwarding. The market has gradually lost to foreign countries. Although from a macro perspective, the transfer of low -tech and high -artificial manufacturing industries is conducive to our country. The industrial chain is upgraded to get its essence.

But at the same time, it also hinders some of China's economic development, and what may affect the logistics industry is the most impact. On the whole, although some of China's factors have far exceeded Southeast Asian countries, thanks to high labor efficiency, strong logistics in the field of logistics, and low tariff level, China still has high attraction in Asia -Pacific and even global manufacturing industries. force.

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