Vanke, which wants to take off the real estate 'hat', has new actions in the field of logistics. On July 9, Vanke Logistics and Taikoo Industrial held a signing ceremony for the acquisition of Taikoo’s cold chain logistics assets, including Shanghai, Guangzhou, Nanjing, Chengdu, Xiamen, Langfang, Ningbo, 7 cold storage.
It is worth noting that this is another move after Vanke officially entered the cold chain field in October 2017 and acquired ProLogis. As a real estate head enterprise, Vanke has frequently launched the cold chain market in less than a year. It also adds more imagination to the cold chain 'Blue Ocean', which is getting more and more attention.
'The fresh cold chain itself is very high, and the professional requirements are also very strict. At present, Ali, Jingdong, SF and other companies have already begun to layout. Compared with them, the scale of Vanke is obviously not in one grade. But Vanke is a head real estate company. The aim of targeting the cold chain may be to serve the local living market of the high-end community. In the future, it may cooperate with high-end properties to serve the people's livelihood. 'Investigation of Yang Daqing, a special researcher at the China Logistics Society, said in an interview with the reporter of the Daily Economic News.
Layout cold chain national map
Vanke said that after the completion of the acquisition of Taikoo Cold Chain, Vanke Logistics' cold chain logistics project will cover domestic first-tier cities and inland core port cities, with national, one-stop warehousing, trunking, distribution and other professional service capabilities.
It is understood that all warehouses of Taikoo Cold Chain can be used as regional storage centers, and have the function of sorting and distribution services. Multi-temperature zone storage is provided to meet the demand of different products for temperature-controlled warehousing services. The company has provided temperature-controlled warehousing for many food enterprises. With cold chain logistics services.
In fact, as early as 2015, Vanke officially entered the logistics real estate. The data shows that Vanke Logistics has entered 36 major cities in the country, with 91 parks, over 6.8 million square meters under construction and operation, and more than 60 customers. Last year, Vanke Logistics began to arrange cold chain logistics, and set up a cold chain platform - Wanwei cold chain.
According to Vanke, Wanwei Cold Chain began to operate its cold chain logistics business in its own facilities in several cities, as well as self-built high-end cold storage facilities. It plans to form a cold chain logistics network covering more than 30 cities within three years.
Zhang Xu, executive vice president of Vanke Group and chief operating officer, previously told the media that in the real estate holding area, logistics real estate is the healthiest sector in demand and supply in the fine-molecular industry.
At the recent shareholders meeting, Vanke, chairman of the board of directors of Vanke, also said that it is now taking away the words 'real estate' in the names of companies. At the same time, it is emphasized that Vanke should grow every year, both in business and logistics.
In an interview with the reporter of "Daily Economic News", Yang Daqing believes that Vanke has the advantages of upstream brand resources and network in the logistics real estate industry; while moving downstream, the new life logistics demand brought by the consumption upgrading trend and People's livelihood related. Vanke has high-end properties and high-end community resources, and now many high-end communities are not allowed to enter the express, Vanke in the quality of resources to introduce logistics services into a logical chapter.
Has the cold chain market structure been fixed?
Vanke's fancy cold chain market, although still a 'blue sea', has actually been undercurrent. Ali, Jingdong and other e-commerce giants, as well as SF, Tongda and other express delivery, logistics companies have long been eyeing this market. .
According to public information, the rookie began to cut into the fresh e-commerce field as early as 2013. Up to now, the rookie network has five fresh distribution centers in Beijing, Shanghai, Chengdu, Wuhan and Guangzhou, which are said to cover 80% of the country. .
In addition, Jingdong provides fresh food distribution services in more than 300 cities across the country, of which more than 220 cities have achieved the same day and the next day. In addition, the Youth Travel Cold Transport under the Youth Travel Logistics Co., Ltd. cooperates with Japan CBC Co., Ltd. , jointly explore China's cold chain logistics and trade market; SF announced in March this year with Xia Hui in China to establish a joint venture cold chain logistics company.
Behind the giants' rush to enter the market is the huge market size of the fresh cold chain. According to Analysys data, the market size of China's fresh e-commerce market has increased from 4.05 billion yuan in 2012 to 91.39 billion yuan in 2016, with a compound growth rate of 118%. It is expected to reach 350 billion yuan by 2019. Behind this is the extreme dependence on the fresh cold chain.
ProLogis, a provider of modern logistics infrastructure and solutions, also established the Hidden Mountain Fund in May this year, focusing on the two areas of food cold chain and integrated capacity. Zhang Yu, vice president of Hidden Mountain Fund Investment, told the Daily Economic News reporter. These two areas have entered the period of optimal investment opportunities.
In Zhang Yu's view, the market for food cold chain is huge, high frequency, and resistant to cycle, but the current status of the market is backward and scattered, and the logistics supply chain is difficult. On the other hand, consumer demand for consumption upgrades and food safety. The emphasis has been on the transformation and upgrading of the industry. Despite the difficulties, it still cannot stop the pace of enterprise investment in this field.
Although new players continue to join the track, the pattern of the cold chain market seems to have been initially presented. Xu Yong once told the reporter of "Daily Economic News" that with the upgrade of consumption, the future of cold chain will occupy a large market in China, although the market is still In the initial period of the battle, but in the next 3 to 5 years, there will be a 'big competition' pattern.
The cold chain itself is not something that ordinary players can do. It has high investment, high threshold and high professional requirements. Therefore, high traffic is a good starting point for commercial realization. Yang Daqing believes that Jingdong, Ali and other super-enterprises have huge traffic support. In this high-input market, it will get better return of funds and take the initiative. However, he also said that in the future, there will be a sudden rise in the professional segment of food cold chain, and the pharmaceutical cold chain market has already had large enterprises. Stir the market.
