This is the fourth article in the Pinglu Canal Observation Series.
In the previous article channel is open." However, if the cost pain point of the ship is not solved, it will be difficult to release the dividends of the river and the sea quickly. At the end of July
this year, Pinglu Canal Group formally signed a contract with Ningde Times to upgrade its energy model, ship operation and digital system to solve the core problems after the canal was opened to navigation.
been deeply engaged in the cement trade and water transport industry in Guangdong and Guangxi for 20 years, and I am only familiar with the industrial chain of cement and building materials. Therefore, I only use cement as an observation sample and industry theory to analyze the logistics logic, cost logic and market logic of the canal.
Pinglu Canal is a super river-sea channel serving all kinds of bulk goods, with a wide range of ore, grain, agricultural materials and chemical products. In other industries, my research is not deep and professional enough. I never discuss or judge in disorder. I only talk about the areas I can understand and touch.
Based on the fact that the first three articles continue to take building materials as a case, many readers naturally leave the inherent impression of "canal = cement transportation".
Here is a unified explanation:
the pain points I analyzed in the previous article, such as the high cost of new energy ships, the shortage of one-way supply, and the long return cycle, are not the exclusive problems of cement, but the common problems of all bulk cargo with low value, large quantities, and one-way output.
But this set of pressure is not applicable to all cargoes:
containers, high value-added general cargo, two-way convection balanced supply of goods, basically unaffected or very little affected. For
this reason, the cooperation pattern between Pinglu Canal and Ningde Times is far greater than that of the building materials industry.
It solves the universal commercial blockage of the bulk logistics of the whole canal, not just for cement.
, Pinglu Canal has jumped out of the traditional logistics thinking, binding top new energy enterprises through the construction window period, and laying out electric ships, green energy storage and zero-carbon shipping in an all-round way.
This wave of layout has directly brought Guangxi's inland river shipping to the forefront of the country.
In the long run, the southwest bulk cargo going to sea, the upgrading of port-vicinity industries, and the green advantages of foreign trade will all benefit from this upgrade.
Let me use my own understanding to talk about the value of this cooperation, which just corresponds to the industry pain points I mentioned in my last article:
First, end the involution mode of old fuel shipping.
Traditional fuel ships have high pollution and energy consumption, so the industry can only rely on low prices to grab goods, vicious involution, and the whole industry has a small profit or even a loss. Full electrification is in line with the general direction of national anti-involution and green transformation, so that shipping can return to sound development.
Second, solve the biggest pain point of shipowners: shipbuilding is too expensive to enter the industry. As I highlighted in my
last article, the cost of batteries for large electric ships is extremely high, and the pressure of depreciation has overwhelmed many ship owners.
The launch of the battery bank, rental electricity model, the perfect break: no huge purchase of batteries, light assets to run the ship, greatly reduce the entry threshold, the real release of the canal capacity.
Third, build your own energy system to keep freight costs down for a long time. Photovoltaic, wind power, energy storage, self-use and closed-loop energy supply are laid out along the
canal. Get rid of the dependence on high-priced electricity from the external network, reduce the cost of ship operation steadily for a long time, and make the bulk water transport business more sustainable.
Fourth, create the exclusive green commercial value of the canal.
Under the background of double carbon, low-carbon transportation is the core competitiveness.
Pinglu Canal will have unique advantages in foreign trade, port-vicinity investment and logistics competition in the future because of its zero-carbon navigation and traceable data. To sum up
briefly,
the canal has solved the problem of "not getting through", and this cooperation has solved the problem of "not making money and not doing it for a long time".
The blueprint is grand enough and the direction is completely correct.
But from a practical point of view, I would like to say objectively that the top-level design is very beautiful, and the landing needs time to polish. Talking about the
industry: The general trend is good, but don't be impatient.
1. The framework is only the direction, and the details need to be implemented
step by step. At present, the strategic cooperation framework is signed, and only the general direction is set.
The follow-up electricity price rules, rental standards, station construction and operation mechanism all need to be refined. The beginning is very good, but the real effect needs to be cultivated slowly and intensively.
2. Electrification is the general trend, but substitution is a long process
. Ship electrification is the transformation direction determined by the whole country.
However, the inland river has a large base of fuel oil ships, the service life of ships is as long as twenty or thirty years, and the replacement cost of small and medium-sized shipowners is extremely high.
Industry upgrading can only be piloted first and replaced step by step, and can not be fully updated in one step.
3. The power rental mode is advanced, but it needs to adapt to the complex scenarios
of inland rivers. The battery power rental mode has been running in the automotive industry, but the inland river shipping is totally different. The
ship type is chaotic, the route is changeable, and the water condition is complex. This new model needs long-term debugging and adaptation to be truly suitable for the Guangdong and Guangxi waterway.
4. Zero carbon dividend is long-term, and the short-term is more demonstration value
. New energy infrastructure investment is large and the cycle is long.
At this stage, it is more of a strategic benchmark, and long-term cultivation is needed to enable shipowners and logistics providers to truly earn green power dividends and carbon asset dividends. Waiting for the flowers to bloom
with hope in mind What I have said is not bad-mouthing, but the hope that such a good project of the century will not be greedy for heat, not catch up with the progress, and land steadily. When I
say this, I am not pouring cold water on it, but I sincerely hope that this good blueprint will be more stable, more solid and farther. In the past 20 years, I have always believed in one sentence: big pattern makes big projects, and big layout requires great patience.
Pinglu Canal is a rare opportunity for Guangxi in decades.
Nowadays, the layout of zero-carbon new energy in Ningde era makes this river-sea corridor jump out of the simple logistics attribute and have a long-term imagination of green, wisdom and sustainability.
I 100% agree with this top-level plan and sincerely look forward to the future of the Pinglu Canal. My greatest expectation for the Pinglu Canal is not that it will be vigorous and blossom everywhere in the short term,
but that looking back many years later, every step of today's layout has steadily stepped on the wind of the times.
The road ahead is open, the layout is lofty, and we are waiting for success.
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