Jin Wei, General Manager of Ground Rail Market Center： Urban distribution logistics is in the period of iterative transformation of new energy, and green electricity transportation creates a new scene

Recently, Hainan Province issued the "Implementation Plan for peak carbon dioxide emissions, Hainan Province", proposing that by 2030, the whole island of Hainan will completely ban the sale of fuel vehicles.

Prior to this, the Beijing Municipal People’s Government issued the "Beijing Traffic Development and Construction Plan during the Tenth Five-Year Plan". It is mentioned in the plan that in order to achieve a steady decline after the peak of carbon, the work of energy conservation, emission reduction and carbon reduction in the transportation field will continue to advance in depth, the proportion of green travel will continue to increase, the transportation structure will continue to be optimized, and new energy vehicles will accelerate the replacement of traditional fuel vehicles.

As the country puts forward higher requirements for carbon reduction and decarbonization in industries and regions with heavy pollution and heavy emissions, new energy vehicles have become the only development direction of logistics industry.

On August 23rd, Jin Wei, general manager of Ground Rail Car Rental (Shenzhen) Co., Ltd. (hereinafter referred to as "Ground Rail") said at the salon live broadcast summit of "Blue Whale New Fortune Wisdom" and "Logistics Industry Internet-the Road of Integration of Logistics and Industry Internet" under the guidance of Shanghai Newspaper Group | Blue Whale Finance, CIC Consulting Co., Ltd.

"At present, oil prices are rising, and the cost of using fuel vehicles is rising. According to the calculation of new energy minivan, the cost of vehicles operated by ground rail can be about 20% lower than that of new fuel vehicles, and light trucks can save 14%. Operating costs in some areas can be even lower. If it is purchased by customers, the whole life cycle service will be provided by Ground Rail, and the operating cost can be reduced by about 25%. " Jin Wei said.

The cost advantage of new energy logistics vehicles is highlighted.

According to the data released by the China Automobile Association, in 2021, the domestic sales of new energy vehicles reached 3.52 million, up 157.5% year-on-year, and the ownership reached 7.84 million.

The domestic automobile industry has entered the era of new energy. As the link between the upstream and downstream industries in the supply chain system of the automobile industry, the logistics link needs to be adjusted accordingly to adapt to the development situation.

For the future development of the logistics industry Internet, Jin Wei, general manager of the Ground Rail Market Center, said that it is bound to form an end-to-end transparent digitalization and form a perfect asset quality evaluation for logistics customers. At the same time, it will become an efficient platform and intelligence, and can realize online business management, including the separate management of vehicles and drivers.

The characteristics of urban distribution logistics are high frequency and short distance. With the update and iteration of science and technology, the cost advantage of new energy logistics vehicles is further highlighted.

"The cost of buying a new energy minivan four years ago was about 40,000 yuan. This year, due to the price increase of batteries, the cost of the same model was 80,000 yuan. However, under the control of the digital and three power supply chains, the previously purchased models can be disassembled and reassembled after the battery life is reduced, and the service life of the car body can be extended through new battery replenishment. " For example, Jin Wei said that through the above methods, the service life of the car body can be extended to 8 -15 years, reducing the impairment of cruising range. Urban distribution logistics is a heavy asset operation industry, and new energy logistics vehicles can be operated by combining new cars and refurbished cars to reduce idle costs.

Jin Wei said that the current oil price is rising and the cost of using fuel vehicles is rising. According to the calculation of new energy minivan, the cost of vehicles operated by ground rail can be about 20% lower than that of new fuel vehicles, and light trucks can save 14%. Operating costs in some areas can be even lower. If it is purchased by customers, the whole life cycle service will be provided by Ground Rail, and the operating cost can be reduced by about 25%.

It is understood that the Ground Rail was established in 2015 and is committed to providing full value chain operation services for new energy logistics vehicles for express logistics and urban distribution enterprises. By building a green, intensive, intelligent and safe operation and service platform, Ground Rail links ecological partners such as logistics enterprises, urban drivers, commercial vehicle enterprises, charging and energy storage, three-electricity system, insurance finance, maintenance and recycling, and realizes a transparent operation system of the whole value chain such as vehicle standard tooling, rental and sales service guarantee, charging operation and maintenance insurance, and recycling.

Up to now, the Ground Rail has accumulated billions of RMB in financing. The financing comes from well-known investors at home and abroad, including CICC Green Fund, Time Capital, IKEA, Guodian Investment, Jingwei China, Itochu, etc. More than 55,000 pure electric logistics vehicles have actually been put into operation in China, covering more than 200 cities, serving more than 350,000 drivers and 350,000 interconnected charging piles.

Green electricity transport decoding carbon neutrality

At the macro level, China put forward the goal of "carbon dioxide emissions should reach the peak by 2030, and strive to achieve carbon neutrality by 2060", which started the journey of green and low-carbon transformation in China, and domestic industries also moved towards the coordinated development of electrification, intelligence and low-carbon.

With the guidance of national policies, carbon reduction requirements are also transmitted to the logistics industry, and relevant enterprises also actively respond to decarbonization and carbon reduction, and implement carbon reduction measures in specific measures such as vehicle procurement and infrastructure support.

In this regard, Jin Wei said, green electricity transportation has taken on the important goal of "peak carbon dioxide emissions-carbon neutrality". As an important part of transportation and distributed energy in urban transportation infrastructure, the assets linked by the above-ground rail can promote the efficient recycling of urban new energy assets through life-cycle management, and greatly enhance the contribution rate of the supply chain system to the carbon neutrality goal.

Jin Wei said that urban distribution logistics is in a period of new energy iteration. The ground rail is based on clean and intelligent carbon neutral application scenarios, and the main axis of its industrial Internet layout is carbon reduction.

The key factors are the average logistics cost of enterprises, the proportion of assets and energy in logistics cost, and the carbon emissions generated by logistics operations.

At the same time, the proportion of logistics employees to traffic accidents is also important, and the safety of drivers and goods is closely related to traffic safety in the whole logistics process.

In addition, operating the green industry Internet, the proportion of compliant capacity and the proportion of three-party capacity in logistics also has carbon reduction value. This data can help customers to make flexible capacity scales, so as to provide better business combination arrangements in peak or off-season demands.

"The ground rail has the’ 0′ certification for operating carbon emissions per kilometer, and the operating decibel value is reduced by 40% compared with fuel vehicles; Energy consumption per kilometer decreased by 80%. At the same time, the subway can also realize 100% cascade utilization of batteries, 100% recycling of old vehicles and closed-loop degradation of materials retired during operation, providing a safe, green, efficient and convenient intelligent transportation experience for urban distribution logistics. " Jin Wei said.

Jin Wei believes that from a macro perspective, new energy policy support will continue to advance, driven by policies and innovation models, and green and low-carbon new energy logistics vehicles have become the future development direction.

At the same time, green electricity transportation will promote the digital upgrade of urban distribution logistics vehicles and reconstruct the entire industrial chain. Based on the digital operation of new energy logistics, it can link the upstream and downstream of the industrial chain such as customers, drivers, car companies, core parts suppliers, service CP, smart transportation, maintenance service providers, realize online operation service transactions, deliver services after getting off the line and use assets step by step, and provide the most efficient asset operation services for urban distribution logistics enterprises, which will become the development focus of the future industry. （ zhuxinyue@lanjinger.com）