Очевидно, что, несмотря на всю болезненность для лизинговых компаний, иного выхода из ситуации, кроме как снижать лизинговую нагрузку, все-таки нет. Средняя ставка за пользование вагоном, даже по самым оптимистичным прогнозам, не поднимется в ближайшее время до уровня, позволяющего обслуживать лизинговую нагрузку в размере 1–1,1 тыс. руб. Соответственно, единственным выходом становится снижение именно лизингового процента.
Профицитом по ремонту
Не менее драматично складывается ситуация и в сфере обслуживания вагонов. Развитие рынка грузовых перевозок разогрело не только вагоностроительный сектор. В среднем, по отзывам операторов, стоимость ремонта за последние пять лет выросла на 300%. «Операторы снижают и будут снижать свои удельные издержки за счет консолидации, приобретения других компаний с готовым бизнесом и грузовой базой, – отметил финансовый директор ООО «Фирма «Трансгарант» Алексей Барбариуш. – Но при снижении доходности и объемов перевозок, в условиях профицита парка нет никаких оснований для повышения цен как на услуги по ремонту, так и на запасные части».
«С 2010 года стоимость вагона выросла почти в два раза, стоимость дорогостоящих литых деталей для ремонта подвижного состава выросла в четыре раза. Согласно прейскуранту дочерних вагоноремонтных предприятий ОАО «РЖД» (ВРК-1, ВРК-2 и ВРК-3), стоимость новой боковой рамы для ремонта в 2013 году составляет 103–131 тыс. руб. без НДС, надрессорной балки – 106–131 тыс. руб.», – констатирует Валерий Шпаков, генеральный директор Новой перевозочной компании (входит в группу Globaltrans). Он отмечает, что «указанные предприятия занимают 70% в общем количестве ремонтных компаний сети российских железных дорог, а общая стоимость содержания вагона с учетом лизинга выросла в 2,5 раза».
Объективно, даже по самым оптимистичным оценкам, меры экономии и оптимизации не обеспечат уровня рентабельности, необходимого для развития отрасли. Несмотря на очевидную необходимость таких мер, рассчитывать только на затягивание пояса наивно. «Я считаю ошибочным мнение, что повысить эффективность перевозок можно, лишь сократив затраты, – полагает Валерий Шпаков. – В этом случае велик риск получить лишь краткосрочный эффект, который в дальнейшем может привести к большим финансовым потерям».
Игра на вылет
Оператору становится все сложнее покрывать расходы по содержанию вагона при сохранении ранее закрепленных договором коммерческих условий его предоставления клиенту. Для грузоотправителей это приносит существенные осложнения с точки зрения обеспечения вагонами, прежде всего из-за задержек в пути следования порожняка. Из-за роста оборота минимальная цена предоставления полувагона выросла в среднем по рынку на 10%, а потребный парк – на 7%, несмотря на падение погрузки на 3%. То есть рост оборота вагона приводит к повышению спроса на закупку «лишних» вагонов.
По мнению генерального директора УК «Нефтетранссервис» Александра Тертычного, частично острота проблемы снизится по мере отсеивания неэффективных игроков. «Очевидно, что компании, не сумевшие обеспечить эффективное управление своими парками, скорее всего, покинут рынок в течение ближайшего времени, – полагает он. – Если на растущем рынке операторам прощалось многое, то теперь возможности переложить избыточные издержки на плечи потребителя практически нет. Во многом сейчас наступает момент истины, проверка уровня профессионализма менеджмента компаний, который просто обязан обеспечить высокий уровень сервиса при сокращении затрат».
Однако и естественный отбор не может обеспечить повышения эффективности операторской деятельности в той части, которая связана с общей технологией организации перевозочного процесса и нормативным закреплением механизмов взаимодействия. По общему мнению, только комплексный подход к решению отраслевых проблем может привести к изменению основных параметров экономики перевозок. Иначе говоря, локальные достижения отдельных компаний в сфере оптимизации своей деятельности так и останутся красивыми примерами, достойными подражания, но неспособными изменить общую ситуацию в операторском бизнесе.
Результаты (
английский) 1:
[копия]Скопировано!
It is obvious that, despite all the pain for leasing companies, other way out but to reduce leasing load, still no. The average rate for the use of the wagon,even the most optimistic projections, will not rise in the near future to a level that allows us to serve leasing load size 1-1.1 thousand rubles. Accordingly,the only way it becomes decrease leasing percent. SURPLUS
repair Equally dramatic is the situation in the sphere of service cars.Development of the freight market, not only warmed Carriages sector. On average, in the opinion of operators, the cost of repair for the last five years has grown by 300%."Operators will reduce and reduce their unit costs through consolidation, acquisition of other companies to sell a business and commercial base- The financial director of "Firm" Transgarant "Alexei Barbariush. - But with a decrease in yield and traffic volumes, in terms of surplus park there is no reason to raise prices as a repair service,and spare parts. "
" Since 2010, the price of the car has almost doubled the cost of expensive cast parts for the repair of the rolling stock has quadrupled.According to the price list of subsidiaries Wagon enterprises of JSC "Russian Railways" (CRC-1, CRC-2 and CRC-3), the cost of a new side frame for renovation in 2013 is 103-131 thousand rubles. VAT, bolster - 106-131 thousand rubles. "- Says Valery Shpakov, New CEO of the transportation company (part of globaltrans). He notesthat "these enterprises occupy 70% of the total number of repair companies in the Russian rail network, and the total cost of maintaining the car including leasing increased by 2.5 times."
Objectivelyeven the most optimistic estimates, austerity measures and optimization will not provide the level of profitability necessary for the development of the industry. Despite the obvious need for such measures,only rely on the belt tightening naive. "I think it is a misconception that you can improve transport efficiency, reducing costs only - believes Valery Shpakov.- In this case, the risk is great to get a short-term effect, which in the future can lead to large financial losses. "
Game fly
Operator becomes more difficult to cover the costs of the car while maintaining the previously fixed agreement of commercial terms of its provision to the client.For shippers that brings significant problems in terms of cars, primarily due to delays in transit empties.Due to the growth in turnover minimum price gondola providing increased market average by 10%, and the needs of the park - 7%, despite falling by 3% loading.That is the car sales growth leads to increased demand for the purchase of "extra" cars.
According to Director General of the Criminal Code "Neftetransservis" Alexander Tertychnyi,acuteness of the problem partially drops as screening inefficient players. "It is clear that companies have been unable to effectively manage its parks, likelyleave the market in a short time - he believes. - If the growing market operators forgiven much, it is now possible to shift the excess costs onto consumers virtually none.In many ways, now is the moment of truth, check the level of professionalism of management companies that simply must ensure a high level of service while reducing costs. "
However, natural selection can not provide improve the efficiency of operator activity in the partwhich is related to the overall organization of the transportation process technology and regulatory mechanisms of interaction fixing. Reputedlyonly a comprehensive approach to solving industry problems can lead to changes in the basic parameters of the economy of transportation. In other words,local achievement of individual companies in optimizing their activities and remain beautiful examples worthy of imitation, but unable to change the overall situation in the operating business.
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Результаты (
английский) 2:
[копия]Скопировано!
It is clear that, despite all the pain for leasing companies, a way out of the situation, but to reduce the lease, did not. The average rate for the use of the wagon, even the most optimistic forecasts, does not rise in the near future to serve the load of leasing 1-1, 1. rub. Accordingly, the only way out is exactly the leasing decline percent.
Surplus on repair
no less dramatic situation and service cars. The development of the freight market has heated up not only carriage-building sector. On average, according to the operators, the cost of repair over the past five years rose by 300%. "Operators will reduce and will reduce its unit costs through consolidation, the acquisition of other companies with business and commercial base, the Financial Director of transgarant Alexey Barbariuš. -But at lower yields and volumes, in terms of the surplus of the park there is no justification for raising prices on repair services, and parts ".
" in 2010, the cost of the car almost doubled, the cost of expensive cast parts for the repair of the rolling stock has risen fourfold. According to the price list of child car-repair enterprises of OAO Russian Railways (VRK-1,-2 and VRK VRK-3), the cost of a new side frame for repair in 2013 year is 103-131 thousand. rub. without VAT, bolster beams-106-131 thousand. rub. " -said Valeriy Shpakov, Director General of the new transportation company (Globaltrans is part of a group). He noted "these enterprises occupy 70% of the total repair companies Russian railways network, and the total cost of the car leasing has grown at 2.5 times."
Objectively, even the most optimistic estimates, savings and optimization will not ensure the level of profitability needed for development of the industry. Despite the obvious need for such measures, count on tightening belt of naïve. "I think it is a mistake that can improve transport efficiency, reducing costs,-said Valeriy Shpakov. In this case, the risk is only a short-term effect, which may further lead to large financial losses.
Game on the fly
It is becoming increasingly difficult for the operator to cover the cost of the car while keeping the previously set forth the Treaty terms and conditions of the customer. For shippers this brings significant complications in terms of cars, mostly due to delays in transit empties. Due to the growth of the minimum price of carriage increased by an average of 10% of the market, and the airline's fleet is at 7%, despite falling 3% loading. The wagon turnover growth leads to increased demand for the purchase of "extra" cars
in the view of the Director General of "Neftetransservise" by Alexander Tertyčnogo, part of the problem will decrease as the filter out inefficient players. "It is clear that companies failing to ensure effective management of its parks are likely to leaving the market in a short time, he said. -If the growing market operators proŝalos′ much, it is now possible to offload the excess costs onto the consumer. In many ways, now comes the moment of truth, the professionalism of the management companies that simply must provide the highest level of service at lower cost. "
However, natural selection may not provide more effective activity in the part of the operator, which is related to the overall organization of transportation process technology and regulatory mechanisms of interaction of PIN. Admittedly, only a comprehensive approach to solving industry problems may lead to a change in the basic parameters of the economy. In other words, local achievements of individual companies in optimizing their activities will remain beautiful examples, exemplary, but failed to change the overall situation in the hands-on business.
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Результаты (
английский) 3:
[копия]Скопировано!
It is obvious that, in spite of all the tenderness for leasing companies, otherwise exit the situation, except as to reduce leasing load, still not. The average rate for the use of wagon,Even the most optimistic projections, will not rise in the near future to a level that will allow to maintain leasing load in the amount of $ 1- $1.1 million. rub. respectively,The only way out is reduced it is leasing per cent.lord writes to Mr
no less dramatic situation and in the service of wagons.Development of the market of freight transport a round table talk not only car-building sector. On average, the feedback agents, the cost of the repairs in the past five years has increased by 300 %."Agents Reduce and will reduce its unit costs by consolidating, the acquisition of other companies with ready business and cargo base,- Noted the firm "Transgarant" Alexey Барбариуш. - But with reduced profitability and volume of traffic, in a surplus park there is no reason for the price as well as the repair service,And the spare parts" .Lord "in the year 2010 the cost of wagon has grown almost in two times, the costs of an expensive cast parts for repair of rolling stock has risen by a factor of four.According to price list subsidiaries testl enterprises JSC "Russian Railways" (bottles filling-1, P-2 and bottles filling bottles filling-3), the price of this new side frame for repair in 2013, is 103-131. without VAT, ktzh beam - 106-131 thousand roubles. ",- Notes: To sum up, the director general of transport companies (included in the group Yuri Soloviev). He notes,That the "the enterprises occupy 70% of the total number of repair companies network Russian railways, and the total cost of wagon with the leasing has grown to 2.5 times" .lord objectively,Even the most optimistic estimates, the austerity measures and optimization will not provide a return on investment, which is necessary for development industry. Despite the obvious need for such measures,Count only to delay zone is naive. "I believe it is an erroneous view that improve efficiency of transport can be, only reducing the cost, - believes he to sum up.- In this case, high risk receive only short-term effect, which in the future may lead to a large financial losses" .lord game on departure more multitasking performance
The operator is becoming increasingly difficult to meet the costs for the maintenance of wagon while maintaining the previously set forth contract commercial conditions for granting it to a customer.For shippers this brings significant complications from the point of view of the wagons, first of all because of the delays in the path empties.Because of the increased traffic in the minimum price of June till September has grown on average the market at 10 %, and air park - at 7 %, despite the drop in loading on the 3 %.There is a growth in traffic in wagon leads to an increase in the demand for the purchase "unnecessary" cars.lord of the view of the director of company "Нефтетранссервис" Alexander threatening,Partly the problem is reduced to the extent screening inefficient players. "It is clear that company, failing to ensure the effective management of their parks, most likely,Leave the market in the nearest time, " he says. - If the growing market operators прощалось much, it is now possible to shift excess costs to the consumer's shoulders are almost non-existent.To a large extent now is the moment of truth, checking the level of professionalism management company, which is simply obliged to ensure a high level of services while reducing costs" .
However, and natural selection will not be able to deliver more efficient split/skill activities in that part ofWhich is linked to the technology of the transport process and regulatory compliance securing mechanisms for interaction. The general view was thatOnly a comprehensive approach to solving industry problems can lead to a change in the parameters of transport. In other words,Local reaching the individual companies in the optimize their activities and will remain beautiful examples, worthy role models, but unable to change the overall situation in the contact business.
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