Logistics giant fights for the air freight market, Jingdong Airlines is about to officially "take off"

Our reporter Xu Jie

"Aviation is a necessary part of logistics." Zhao Xiaomin, CEO of Guanye Capital and Expert in the express delivery industry, said to the Securities Daily reporter. Recently, Jiangsu Jingdong Freight Airlines Co., Ltd. (hereinafter referred to as "Jingdong Airlines") has obtained the CCAR-121 "Aviation Carrier Operational Certificate" issued by the Civil Aviation Administration of China, which has aroused widespread attention in the industry. This means that Jingdong Airlines is about to be officially put into operation.

Jingdong Airlines is an important part of the JD logistics system. JD Logistics insiders told the Securities Daily that the investment in JD.com will improve the operating efficiency of Jingdong logistics supply chain, realize the "Xi Fai Chaozhi" in many cities across the country, and "one place to send nationwide" is very fast. Aviation coverage will also increase to more than 95%. It is reported that the Civil Aviation Administration has approved the introduction of three Boeing 737 cargo aircraft.

"Aviation resources will be the key resource for the next 5 years of the logistics industry in China. The industry is moving from price war to a quality war, and freight airlines will become 'nirvana. Before JD.com, SF, China Post and Yuantong have been established. Her freight airlines, holding the supply and customers in their own hands. This is also the direction where many domestic express giants and traditional cargo airports are working hard. "Liu Feiyong, a senior investment consultant of Donggao, who has long been concerned about the logistics sector The reporter said.

Aviation Freight injects "New Power"

Today, with the serious competition in express homogeneity, layout of the aviation field has become the key to overtaking in curve.

JD Logistics has attracted much attention from the outside world. In September 2019, Jingdong Airlines was established; in August 2021, Jingdong Airlines was approved by the Civil Aviation Administration for construction. In late May 2022, the official website of the Civil Aviation Administration stated that the preparation of JD.com has been basically completed, and the application for public aviation transportation enterprises has been applied for a license.

At the JD East Airlines Certificate Conference, Yu Rui, CEO of Jingdong Logistics, said that over the years, JD Logistics has continued to build "responsible supply chain" and "weaving plan", continuously opens its own supply chain infrastructure and technology, and builds a high degree of collaboration. As an important part of the six major logistics networks, Jingdong Airlines will effectively help integrated supply chain to improve service quality, help reduce costs and increase efficiency, and promote the high -quality development of the real economy.

The above -mentioned insiders of JD Logistics also said that as an important strategic resource, air freight can not only drive the regional economic development, but also effectively integrate the national and even global economic circles, and achieve efficient integration of industrial and social supply chains. As far as Jingdong Airlines is concerned, it will focus on the three major economic circles of the Yangtze River Delta, the Bohai Rim, and the Pearl River Delta in China, and gradually extend to the core urban agglomerations such as the Yangtze River and Chengdu -Chongqing.

In Liu Feiyong's view, JD.com's investment will further strengthen the integrated supply chain of JD logistics. Liu Feiyong said: "Jingdong Airlines has the 'gene' of integrated supply chain since its birth, and has made important capabilities for JD Logistics. Cooperate with the six major networks including cross -border logistics to release the advantages of aviation resources, promote the improvement of delivery time, and improve the quality of express service and user experience. These are conducive to improving the company's express service quality and user experience. Finally Corporation value."

The size of the fleet needs to be increased urgently

In fact, whether it is "buying an airplane" or "raising planes", they need to invest in long -term money. It is reported that the price of a Boeing 737 cargo aircraft reaches hundreds of millions of yuan, not to mention the huge amount of maintenance costs of each year.

Regarding why Jingdong Logistics accelerates the layout of the aviation sector, Zhao Xiaomin told the Securities Daily reporter: "If you want to become a domestic first -class or international competitive logistics company, air freight is essential. There are less than 50 global perspectives, and most of these companies have more than 50 aircraft. "

In Zhao Xiaomin's opinion, if you want to be among first -class international enterprises, it is only a startup with 100 aircraft. "SF, Yuantong and other companies have proposed the goal of 100 aircraft. The better the layout, so as to gain stronger competitiveness and the right to speak. "

At present, the air freight market ushered in a period of rapid development and policy dividend. In December 2021, the China Civil Aviation Administration, the National Development and Reform Commission, and the Ministry of Transport jointly issued the "Fourteen Five -Year Plan" Civil Aviation Development Plan. In July of this year, Boeing also released the "Global Commercial Market Outlook", which is expected to have an average annual growth rate of global air freight in the next 10 years; the average annual growth rate of global air freight in the next 20 years will be 4.1%; in 2041, global The volume of freight weeks reaches 600 billion tons of kilometers.

"From the perspective of aviation capacity, before 2030, the air freight market will be in short supply. The aircraft capacity cannot keep up, resulting in the high price of the aircraft, everyone wants to buy a cargo machine." Zhao Xiaomin said, "Jingdong Logistics needs to need Improve the size of the fleet as soon as possible. It is expected that in the fourth quarter of this year, the three aircraft of Jingdong Logistics will be put into use. "

On the other hand, the high cost of "buying aircraft" and "raising planes" may in turn becoming a competitive barriers for enterprises. Self -operated aviation provides solid support for enterprises to expand higher -quality customers, so that enterprises have the ability to meet the delivery needs of high -end manufacturing, medical care, and fresh fresh products.

The reporter sorted out financial data and found that the fiscal revenue of Federal Express 2022 was US $ 93.512 billion, and its net profit reached US $ 3.826 billion. From the perspective of actual income and profits, there is still a small gap between my country express companies and international giants. Liu Feiyong said, "From the perspective of data analysis, the quarter -profit sum of the four domestic courier companies (SF, Zhongtong, Yunda, and Yuantong) is less than half of the quarterly profit of the federal express delivery. Compared with developed countries, my country's express delivery industry The advantages of development are not in terms of technology and services, but in the layout of high -density outlets to bring relatively high timeliness. At the same time, the development of the domestic e -commerce industry has also promoted the development of the express delivery industry.

"China's express companies should jump out of the Chinese market and deploy the future development of enterprises from a global perspective. Especially to develop high -quality freight airlines, that is, focusing on strong services, strong protection and strong governance, build a leading scale, safe and reliable , Intelligent, high -quality and efficient aviation logistics system. I believe that under such a development path, China's express delivery companies will become better and stronger. "Liu Feiyong said.

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