Sf Express's supply chain saw the biggest revenue growth last year, reaching 122.41 per cent. Photo by Liao Wanyu, Shenzhen Business Daily correspondent Chu Wenming


February 27, 2023 (Shenzhen Business Daily chief reporter Liu Youyang) Recently, Yunlian think tank's Yunlian Research Institute officially released the "2022 Top 100 Supply Chain and Contract Logistics". The list is based on the international practice and the 2021 business revenue of contract logistics. In 2022, the total revenue of the top 100 enterprises in the Supply chain and contract logistics industry was 389.676 billion yuan, an increase of 24.9% compared with the total revenue of the top 100 enterprises in the contract logistics industry last year. The threshold for entry also increased from 330 million yuan in 2021 to 396 million yuan.

Among the top 100, 10 companies have revenues of more than 10 billion yuan, with Cosco Shipping taking the top spot with 27.7 billion yuan this time. Anji Logistics, Jingdong Logistics and Sinotrans all have revenues of more than 20 billion yuan. The above four companies occupy the top four. In the top 100 list, eight companies are located in Nanshan District, including Sinotrans, SF Supply Chain, Yue Hai Supply Chain, Cojet Logistics, Subeda Xijie, Huamao Logistics, Kaike Logistics and Sifel Logistics.

Compared with last year's top 100 companies, 60 companies saw an increase in revenue. Sf Express saw the largest increase in its supply chain, reaching 122.41%, from 7.104 billion yuan to 15.8 billion yuan; Fei Lida, Suning Logistics, the two companies the biggest drop, more than 50 percent.

From the subdivision of supply chain and contract logistics enterprises, the number of auto-related enterprises on the list is more than 20, followed by FMCG.

The Yunlian Research Institute believes that the contract logistics industry pattern has not changed significantly, although there are giants influx, but the differences between industries cause the ice is difficult to thaw. At the same time, Haichen, Goat Ma, Mierkewei and other vertical field listed companies appeared, although the market value of many stay in the scale of several billion yuan, but has become a relatively ideal state for the development of vertical contract logistics enterprises.

As for market prospects, Yunlian Research Institute believes that most areas of contract logistics market belong to general contract logistics, without scale effect, network effect, exclusive industry knowledge and professional business process, so the market will be in a long-term dispersed state, with a large number of industry opportunities. According to the Yunlian Research Institute, there are four directions for the development and evolution of contract logistics enterprises, which are: complex business process, special asset, deep distribution supply chain service and B2B vehicle service.