Chan Ye Xin Xi Wang·2025-06-26 01:38Core Viewpoint - The dangerous goods logistics industry in China is experiencing rapid growth, driven by increasing demand across various sectors and significant advancements in industrialization, with projections indicating a rise in transportation volume and market size in the coming years [1][6][21]. Group 1: Industry Definition - Dangerous goods refer to items that can pose risks to safety and property, including flammable, explosive, and toxic substances, necessitating special handling during transportation [2][4]. - The logistics of dangerous goods involves both bulk and packaged forms transported via various modes, including water, road, and rail [4][6]. Group 2: Current Industry Status - The total volume of dangerous goods transported in China is projected to grow from 1.633 billion tons in 2015 to 2.115 billion tons in 2024, with a market size increase from 1.3205 trillion yuan to 2.6458 trillion yuan [1][6][8]. - By 2025, the transportation volume is expected to reach approximately 2.151 billion tons, with a market size of around 2.7158 trillion yuan [1][8]. Group 3: Industry Chain - The upstream of the dangerous goods logistics industry includes production and supply of explosives, petrochemicals, and fine chemicals, while the midstream focuses on transportation and distribution services [10]. - The downstream consists of industries utilizing dangerous goods, such as chemicals, pharmaceuticals, cosmetics, and energy [10]. Group 4: Development Environment and Policies - The Chinese government has implemented various policies to enhance the safety and efficiency of dangerous goods logistics, creating a favorable regulatory environment for industry growth [12][13]. Group 5: Competitive Landscape - The dangerous goods logistics market in China is characterized by a low concentration of major players, with approximately 80% of the market share held by small and medium-sized logistics companies [14]. - Key companies in the industry include Guangdong Hongchuan Smart Logistics Co., Ltd., Zhangjiagang Bonded Technology (Group) Co., Ltd., and Milkwell Intelligent Supply Chain Service Group Co., Ltd. [14][15]. Group 6: Industry Development Trends - The dangerous goods logistics sector is expected to evolve towards technology-intensive and specialized services, driven by industrial upgrades and the green economy [21]. - The industry is anticipated to undergo significant transformation, focusing on efficient operations, safety assurance, and the application of environmentally friendly technologies [21].