[Industry Focus]：What is the scale of China's chemical logistics? How will it develop in the future

Although the market structure of China's chemical products is constantly pursuing a centralized and integrated development model, as far as possible to extend chemical products to the local terminal consumer market in the industrial chain model, due to the problems left by the early development, there are still many The chemical product market needs to be transported to other places for digestion, thus forming a huge scale of trade and logistics. According to the Logistics Association, China's chemical logistics in 2021 scale of 2.24 trillion yuan, an increase of 9.3.

With the rapid development of the global petrochemical industry, the "double carbon" and "new energy revolution" have brought a major structural adjustment trend to the global petrochemical industry. The global chemical industry is changing from scale to refinement, from fossil energy to non-fossil energy, and the status of the industry is changing from an energy exporting country to a consumer importing country. China has become the world's largest producer and consumer of chemicals, and China has become the world's largest chemical trade and logistics market. According to China's IOT hazardous chemicals logistics statistics, in recent years, the scale of China's chemical logistics industry has increased by nearly 11.7. With the future of the chemical industry scale gradually expanded,

Figure 1

China's chemical logistics industry scale and forecast

Source: China Federation of Hazardous Chemicals Logistics Branch

According to statistics from relevant associations, the logistics volume of hazardous chemicals in China is about 16-1.8 billion tons in 2021. According to the logistics mode of hazardous chemicals in China, according to the statistics of the China Federation of Hazardous Chemicals Logistics Association, in 2021, the road automobile transportation mode accounted for 69%, the railway transportation mode accounted for 8%, and the waterway shipping logistics mode accounted for 23%. It can be seen that at present, China's chemical logistics mode still mainly depends on road logistics transportation mode.

Pingtou Ge believes that, on the one hand, China's road logistics transportation capacity is developed, supporting systems and public projects are sound, and road construction also provides great support for automobile transportation. On the other hand, the last mile of the current logistics is completely dependent on road cars, so chemical car logistics provides a huge driving force.

Figure 2 China's proportion of different logistics modes transporting chemical products in

2021

Source: China Federation of Hazardous Chemicals Logistics Branch

According to statistics from the China IOT Hazardous Chemicals Logistics Branch, China's chemical logistics zoning accounted for more than 46% in 2021, making it the largest region in China's chemical logistics. East China mainly includes Shandong, Jiangsu, Zhejiang, and Shanghai. Among them, Shandong and Jiangsu have a large number of chemical logistics. The arbitrage between the two places is huge, and the chemical structure is seriously unbalanced, which gave birth to large-scale logistics. At present, the logistics in East China mainly relies on automobile road transportation, followed by a small amount of ship transportation.

South China accounted for more than 25%, is the second largest region. Guangdong, Fujian, Guangxi and Hainan are the main provinces in South China, among which Guangdong has a huge scale of local logistics. On the one hand, it is the logistics of chemical products in the region, and on the other hand, it is the resource transfer of East China, Central China, and Southwest China. The resulting chemical product logistics scale has created a larger logistics scale for the local area. South China's local logistics model is still the automotive logistics model, followed by imports from North China, East China and China's ship logistics chemicals.

the third place in the

is the southwest region. In 2021, the scale of chemical logistics will account for about 9% of the country's total logistics scale. Including Guizhou, Yunnan, Sichuan, Chongqing, including the southwest region, including Sichuan, Yunnan and other provinces of chemical logistics scale is larger. Since the southwest region is a region with a low scale of chemical production in China, about 80% of local chemicals rely on the transfer of resources outside the region. Among them, a large number of chemicals are transferred to the southwest market in Central China, South China, Northwest China, and East China every year. The market has brought a large scale of chemical logistics, most of which are automobile road logistics.

Figure 3

China's different regions of chemical logistics scale ratio.

Source: China Federation of Hazardous Chemicals Logistics Branch

According to a survey of China's major chemical enterprises, the logistics radiation range of China's chemical products is mainly national logistics, accounting for about 40% of the sales scale of chemical products. In other words, the chemical products sold by Chinese chemical companies are mainly sold nationwide and do not rely entirely on regional and product logistics restrictions.

In addition, most chemical companies are actively seeking short-distance and intra-provincial sales in the park, accounting for about 25% of the average sales scale of chemical companies' products. In recent years, due to the barbaric development of Chinese chemical enterprises, the supporting rate of the industrial chain is not high, resulting in large cross-regional sales. However, in recent years, due to the integration advocated by the state, under the centralized development mode of the park, many enterprises have entered the development structure of refinement and industrial chain through transformation, and gradually realized the importance of the development of supporting facilities and industrial chain mode in the park. Therefore, the proportion of chemicals sold in the province has gradually increased. Flat elder brother is expected, the future of China's chemical sales will gradually decline.

chemical logistics is the link and cornerstone to support the rapid development of China's chemical industry. However, due to the late start of China's chemical industry, the foundation and hardware facilities of some regions and cities are still imperfect, and high logistics cost automobile logistics mode and long-distance logistics are still needed. The highest chemical automobile logistics distance can reach more than 3000 kilometers. However, with the development trend of the integration of China's chemical industry parks, the scale of chemical logistics is declining, which will also be one of the cores to reduce chemical logistics costs and improve comprehensive competitiveness.

source: chemical Pingtou, China's dangerous chemicals logistics branch. * Disclaimer: The content comes from the Internet, WeChat public number and other public channels, we maintain a neutral attitude towards the point of view. This article is for reference only, exchange. The copyright of the reproduced manuscript belongs to the original author and institution. If there is any infringement, please contact Hua Yi Tian Xia customer service to delete it.