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The logistics 2024 issue is a problem that the truck driver in April 2024 uses the upper limit regulation of overtime labor, which makes it difficult to carry out long-term work.
The Ministry of Health, Labour and Welfare has a maximum of 960 hours per year even if a special clause is concluded for a vehicle driver.
This regulation itself is necessary to correct the long working hours of the driver. However, in the logistics field, there was a problem such as manpower shortage, waiting for delivery, redelivery, long-di。 transportation burden, low 。力 power. There is a労働時間 of working hours, so there is a lack of shipping capacity, increased shipping costs, and delayed delivery time.
In the viewpoint of investment, logistics 2024 problems are not just a logistics company news.
The theme of automation, labor saving, warehouse, logistics business, modal shift, logistics DX, EC, retail and manufacturing. It is easier to see as a theme that thinks about the lack of human resources and infrastructure redesign in Japan rather than a short-term topic.
Logistics 2024
The logistics 2024 problem is a problem that the truck driver applied the upper limit regulation of overtime labor in April 2024 makes it difficult to maintain logistics.
The point is not simply "re。 overtime".
Japan’s logistics has been significantly affected by long-term labor in the field. Long-di transportation, waiting for loading, cargo handling, redelivery, fine time specification. There is a side that has absorbed such a burden by working hours of the driver.
When there is an upper limit regulation, the same number of people, the same vehicle, and the same way of carrying can be reduced.
The Ministry of Land, Infrastructure, Transport and Tourism (MLIT) explains that 14% in FY2024 and 34% in FY2030 are insufficient.
In other words, the logistics 2024 problem is not only 2024. This is a long-term issue of how logistics can be maintained while lack of labor.
What changed
In April 2024, the upper limit regulation of overtime labor was applied to automobile drivers.
The main points are:
| 項目 | 内容 |
|---|---|
| 対象 | Automobile drivers such as truck drivers |
| Application period | April 2024 |
| Overtime work limit | Year 960 hours |
| Purpose | Re ment of long-term labor and work style reform |
This change is necessary to protect the driver.
However, logistics is a serious industry. If you reduce working hours, you need to reduce waiting time, improve loading rate, co-delivery, review, automate warehouse and optimize shipping plans.
If only the regulation progresses, and the site improvement is delayed, shipping delays and costs increase.
What is the problem?
This is because logistics is the bloodstream of the Japanese economy, though logistics 2024 problems are largely seen.
Even if the product is made, it can not be sold unless you can carry it. Even if there is a product in the warehouse, it will not be sales if it is not delivered. The customer satisfaction will be lower if the order is placed on EC.
The impact is not limited to logistics companies.
| Impact | Getting Started |
|---|---|
| Reduced amount of transport | Long-di flights and time-specified flights are difficult to assemble |
| Increased shipping costs | Revise labor costs, outsour costs, fuel costs and fares |
| Delivery delay | Monitor inventory management of retail, manufacturing and EC |
| Driver shortage | Income reduction and work environment deterioration leads to hiring difficulty |
| Increased burden on the shipper | Review of logistics conditions, inventory placement, and order changes are required |
In particular, the consciousness of the shipper changes.
Until now, it was obvious that "When necessary, you need to carry the necessary amount in detail." In the future, it is costly.
Easy to understand industry
The logistics 2024 problem represents a fairly wide industry.
| Industry | Main Effects |
|---|---|
| Logistics company | Need to increase labor costs, review navigation plans, and improve the calculation |
| Warehouse | Demand for storage, sorting and co-shipping locations |
| EC | Increased shipping costs, reviewed free shipping models |
| Retail | Changes in inventory, delivery frequency, and store operations |
| Manufacturing | Influence on part transport, factory logistics, and delivery management |
| Food & Daily Supplies | Multi-frのency delivery, temperature management, return handling burden |
| Real Estate | Demand for Logistics Facilities and Last One Mile Base |
If you are investing, it is not the end of looking at a logistics company.
However, it is necessary to look around the area, such as a company that can change the logistics cost, a company that provides logistics efficiency, a company with strong warehouse, automation and delivery management, and a company with a logistics facility.
Themes Focused on Investment
Logistics 2024 issues are divided into several investment.
1. Automation and labor saving
As a solution for labor shortage, automation of warehouses and distribution centers is attracting attention.
Typically, the following areas are:
| 領域 | 内容 |
|---|---|
| Automatic Warehouse | Automate storage, storage and picking |
| Equipment | Streamline package classification and transport |
| Robot | Support picking, transport and inventory |
| AI Truck | 配送 delivery routes and vehicle placement |
| WMS | Digital warehouse management and transportation management |
This is a medium to long term theme.
However, it is dangerous to buy just by writing "Automation-related". It is necessary to see whether it is actually introduced in the logistics site and effective for sales and profit.
2. Logistics Facilities
The demand for logistics facilities is also attracting attention.
The importance of logistics facilities increases when expanding EC, reviewing inventory placement, shortening delivery distance, and establishing a joint delivery base. The logistics method is an easy-to-understand theme for individual investors because it invests in logistics facilities.
However, the logistics method is not universal.
In terms of interest rate rise, it is necessary to check the rent growth, occupancy rate, borrowing cost and property acquisition price of logistics facilities.
3. modal shift
The modal shift is to switch the transportation method from the truck to the railway and the ship.
In long-di transportation, it may be more efficient to combine railways and ships than to carry everything alone. The Ministry of Land, Infrastructure, Transport and Tourism Bureau also explains that modal shifts are effective for eliminating driver shortages and responding to long-di。 transport.
As an investment theme, we are involved in joint delivery of railway cargo, domestic shipping, port and logistics company, and logistics review of shippers.
4. Logistics DX
Logistics DX is not just a system introduction.
It is an effort to reduce waste time, empty cars, excess small mouth delivery by connecting data between shippers, logistics companies, warehouses, retailers and manufacturers.
The area to be seen is as follows:
| 領域 | Investors |
|---|---|
| Carrying System | Improvement of occupancy rate and reduction of empty vehicles |
| Joint Delivery | Loading rate improvement |
| Logistics data base | Standardization of ordering, shipping, inspection and inventory data |
| Last One Mile | EC delivery, storage, delivery locker |
| Return and inspection efficiency | Reduction of business load for retail and daily necessities distribution |
In order to solve logistics 2024 problems, it is necessary to standardize data and business rules as well as trucks.
Fig. 2024
Relationship with Inflation
Logistics 2024 issues are related to inflation.
When the shipping cost rises, the company must absorb the cost somewhere. Will the logistics company be burdened, whether the shipper is burdened, or will eventually be transferred to the product price? This is important to investors.
The company that can change the price is easy to protect the profit. On the other hand, companies that can’t re嫁 the price will have an increase in logistics costs.
In investment, the following questions are important:
| Contact | Reasons to See |
|---|---|
| Is it possible to change the logistics cost? | Is it possible to protect profit? |
| Can I relocate inventory? | How to reduce delivery distance and frequency |
| Can I participate in joint delivery? | Can I improve the loading rate? |
| Can I invest in warehouse automation? | Is it possible to respond to labor shortage? |
The logistics cost is often buried in the sales volume and the sales cost in the financial statement. That’s why we want to check the description of logistics costs, shipping efficiency, inventory rotation, and price revision with the company description.
Common misunderstandings
We organize things that beginners can easily misunderstand about logistics 2024 problems.
| misunderstanding | In fact |
|---|---|
| Logistics company only problem | Influence on retail, manufacturing, EC, food and daily necessities |
| After 2024 | Long-term issues as population decline and labor shortage continue |
| Automate and solve | On-site introduction, investment collection, data collaboration required |
| EC continues to grow | Shipping cost and redelivery burden may be charged |
| All warehouse stock | Depends on location, occupancy rate, rent and interest rate |
It seems to be an event only for 2024 because it is named "Logistics 2024 problem".
In fact, it is a problem of lack of transport power for 2030, labor shortage, logistics efficiency. As an investment theme, it is natural to see as a long-term structural change than short-term materials.
How to invest beginners
Investment beginners are easy to understand by separating the following three.
| 視点 | Company/Industry |
|---|---|
| Compensate for manpower shortages | Automatic warehouse, robot, AI truck, logistics system |
| Change transportation | Railway cargo, domestic shipping, port, modal shift |
| Warehouses, logistics facilities, and logistics facilities |
In the short term, logistics related brands may be bought in news.
However, it is better to check whether it is actually connected to sales and profit rather than jumping as a theme strain. There is a strong theme, but not all related companies will make money.
It is a company that can change the profit by having products and services that solve the logistics cost increase rather than "a company named by the logistics 2024 problem".
The logistics 2024 problem is that the truck driver's overtime work limit regulation is applied in April 2024, making it difficult for logistics to rely on conventional long-term labor.
This is not only a logistics company.
This is a theme that covers retail, manufacturing, EC, food, daily necessities, warehouses, real estate, commercial facilities, railways, ships, automation, and AI vehicles.
For beginners, the following three points are enough.
- Logistics 2024 problem is a structural issue where labor shortages and working hours regulations are overlapping
- Inc ing shipping costs also affects corporate profits and price
- In investment, automation, labor saving, modal shift, logistics DX is easy to attract
Logistics is an infrastructure that supports the back side of the Japanese economy.
That’s why we want to see the logistics 2024 problem as an investment theme that leads to corporate profit, price change, inventory strategy, and consumer business costs.
Reference
- Date: 2026-05-28