Logisticians working “without assets”, will be in an advantageous position in the current market given the surplus of all types of transport. Even in 2019, was marked by high transportation costs, the revenue growth of these companies amounted to almost 12%, follows from the rating Infoline Russia Top Logistic. In the first half of logisticians note in addition to the impact COVID-19 the rise of e-Commerce, the rise of digitalization, the shift of transport flows to rail and significant pricing pressure due to increased competition and reduced margins of business customers.The revenue growth of logistics companies operating on the model of “no assets”, i.e. does not have or almost does not have its own fleet in 2019 amounted to 11.8%, follows from the rating Infoline Russia Top Logistic. The transaction volume in tons decreased primarily due to the leader of the rating “Russian Railways Logistics” (RIDL), which one carries more than three times more than the company on the remaining 14 positions, together: her carriage has declined by 25% to 47.4 million tonnes. At the same time, 26.3% increase in the volume of traffic occupying the second place of the Russian-Kazakh-Belarusian container operator OTLK EPA, to 2.4 million tonnes, revenues increased by 18.9% to 27.1 billion rubles, and the Top of the rankings remained unchanged from last year, third place is still occupied by DHL, revenues of which grew by 4.2%, to 23.4 billion rubles, the volume of traffic decreased by 5.3% to 1.3 million tonnes.The model of “no assets,” effectively work in a period of surplus Park, says the head of Infoline-Analytics Mikhail Burmistrov. From this point of view, 2019, especially for the railway segment, was extremely difficult: rates for the rental of rolling stock peaked in some segments observed massive deficit, and some operators, including the UTLC EPA were forced to buy or lease rolling stock.According to the Vice-President of sales and marketing, Kuehne + Nagel (sixth in ranking) in Russia and CIS Anton Grechko, in 2019 the key trends in the market was the consolidation of carriers, digitization, and the slowdown in the volume of traffic. Operations Director FM Logistic (fourth place in the rating) Sergey Stenin notes the increase in the share of electronic document management and e-Commerce and marketplaces, as well as automation of warehouse operations, which is achieved due to the introduction of RPA (robotic process automation), the use of AGV systems and siterow. E-commerce was made the undisputed driver of market development LTL freight (shipping of goods with a partial download of the vehicle), States the General Manager of strategic development of LLC “Baikal-SERVIS TK” (11th place in the rating) Andrew Hryukin.Now the market “is comfortable for logistic operators three years of surplus,” says Mikhail Burmistrov and even the difficulties associated with epidemiological limitations, companies are “no asset” will be much easier to go through than the owners of cars and vehicle fleet. Assets have become a burden due to the need to pay leases and loans at low rates for transportation and growth in the idle fleet.All the logistics, stress the importance of the factor COVID-19 for the year 2020. According to the Director RIDL Dmitry AREVA for rail transportation constraints have led to short-term positive effects, “produced and accumulated in China goods traditionally transported by sea, after the lifting of quarantine measures to accelerate the delivery was shipped by rail”.Mr. Morev believes that customers will remain on the railroad. Another consequence COVID has been a dramatic growth in online trading. Difficulties with the availability of certain goods in traditional channels of sales, the Director of the commercial Department Itella (14th place) in Russia Dmitry Masaltsev, provided the growth of courier delivery of more than 50%. In parallel, says Dmitry Morev, develop and online services in the field of logistics services in the B2B segment.At the same time, says Andrew Chrukin in April with the introduction of mode isolation the turnover of many companies in the LTL-shipments fell by 30-40% compared to last year. “This has led to fierce competition among logistic companies, which creates prerequisites for the reduction of the number of players in the market”,— said Anton Grechko. “A significant decline in sales in the second quarter, forcing customers to seek savings and to provide aggressive pressure on the cost of procurement of logistics services”,— says Dmitry Masaltsev. As a result, some logistics companies are forced to underestimation of the base payment of social security contributions and VAT, as well as ignorance of the mode of work and rest of drivers.Natalia Skorlygina
