When it comes to well-known domestic express logistics companies, people think more of SF Express and "Tongda Department". In 2019, JD Logistics completed a gorgeous transformation from corporate logistics to a logistics company, achieved a single-quarter profit, and received news of its listing, becoming a "dark horse" in the industry. Overnight, express logistics peers seemed to feel the pressure from JD Logistics for the first time.
Recently, JD Logistics’ application for the new Class A professional scope “navigation electronic map production” business was approved, which means that JD Logistics has become the second company in my country after SF Express to have navigation electronic map production (Class A ) An express logistics enterprise with surveying and mapping qualifications. With the approval of this relevant qualification, JD Logistics will be able to carry out business research and development and technology openness related to autonomous driving and high-precision map collection.
In fact, JD Logistics has already started the research and development and application of unmanned delivery robots as early as 2016. To ensure the safety and effectiveness of unmanned delivery, it requires the support of high-precision maps. The acquisition of relevant qualifications by JD Logistics has undoubtedly paved the way for the development of unmanned delivery technology.
In addition, unmanned logistics has now developed into a new trend in the industry. Leading companies have laid out their plans. Autonomous driving and other related technologies are being favored by companies. JD.com has taken the lead after the approval of its logistics-related business. If everything goes well, in the future, after SF Express, it may no longer be the "Tongda System", but JD Logistics.
JD Logistics wins the big cake
According to the "Notice on Strengthening the Production, Testing and Application Management of Autonomous Driving Maps" issued by the former National Bureau of Surveying, Mapping and Geographic Information in 2016, autonomous driving maps ( High-precision maps) must be undertaken by units with navigation electronic map production and surveying qualifications, so this surveying and mapping qualification has become one of the most valuable Class A surveying and mapping qualifications. Before JD Logistics, 21 units in my country had obtained relevant qualifications.
Although many companies in China have obtained this qualification, in the express logistics industry, there are only two lucky ones: SF Express and JD Logistics. From this point of view, it is reasonable for many people to compare JD Logistics with SF Express, and JD Logistics’ obtaining this qualification has also sounded the alarm for the “Tongda Department”.
In terms of the layout of the unmanned delivery field, JD Logistics is not the first to take advantage of the situation, but the trend of catching up from behind is gradually emerging. At the 2019 JD Global Technology Explorer Conference, JD Logistics released the delivery robot 4.0, which can be transformed into a multi-functional driverless vehicle and is at the forefront of the industry.
With the blessing of Class A surveying and mapping qualifications for electronic maps, JD Logistics can not only accelerate the development of its unmanned delivery business, but also get the opportunity to seize a big piece of the market. According to Goldman Sachs' judgment on the global market for high-precision maps, it is expected that the high-precision map industry will usher in a golden period of development in the next ten years. By 2020, the high-precision map market will be US$2.1 billion, and by 2030, the market will reach US$20 billion.
For JD Logistics, which has just achieved breakeven in 2019, this is indeed an opportunity that cannot be missed. It is worth noting that high-precision maps are not limited to autonomous driving. After obtaining the Class A surveying and mapping qualification for electronic maps, JD Logistics can not only improve its technical level in driverless driving, but also apply high-precision maps to smart retail and other aspects.
JD Logistics can use this to realize technology export and open the products, technology, data, etc. of high-precision maps to partners. Even express logistics colleagues can become JD Logistics’ technology export targets. This is also It can fit in with the vision of the entire JD.com Group to transform into a technology company.
The real rival of the "Tongda System"
In recent years, JD Group has made large-scale investment in technology. Perhaps it is the profound accumulation of technology that allows JD Logistics to usher in the new era in 2019. Here comes the turning point of fate. While the "Tongda Department" is fiercely competing for market share and price wars are raging, JD Logistics has quietly been deeply involved in the technical field and emerged from the cracks to become a "dark horse."
From the beginning of independent operation in 2017 to the end of 2019, after more than 2 years of opening up, JD Logistics has achieved the transformation from corporate logistics to logistics enterprise, and the effect of opening up to the outside world is also obvious.
As the growth rate of my country's express delivery industry gradually slows down, JD Logistics' service revenue has maintained rapid growth. During the "618" and "Double 11" periods in 2019, JD Logistics' non-JD platform logistics service revenue increased by 120% and 150% year-on-year respectively.
As of the end of 2019, JD Logistics’ external order revenue accounted for more than 40%, exceeding expectations and achieving its revenue and profit goals. As technologies related to unmanned logistics continue to mature, JD Logistics may be able to find another point of strength in opening up to the outside world and gain another chance of winning against competitors such as the "Tongda Department".
At present, mainstream express logistics companies are increasing their investment in smart logistics technology, and JD Logistics has incorporated technology as the underlying driving force into its core development strategy. Among them, technologies related to autonomous driving and high-precision maps can be described as core parts. With the support of these cutting-edge technologies, JD Logistics' 25 Asia One buildings form the largest smart warehouse group in Asia, and the opening of the first 5G logistics park and Asia's largest integrated smart logistics center, Dongguan Asia One, has become an industry highlight.
Although "Tongda System" and other peers are also increasing the construction of logistics infrastructure such as transshipment centers, judging from the actual results, "Tongda System" may be changing from an industry leader to a chaser. , at least in terms of timeliness, the "Tongda System" has been somewhat unable to keep up with JD Logistics.
Judging from JD Logistics’ performance in 2019, 24-hour delivery service covers 88% of towns and villages across the country, “211” orders in core cities accounted for 90%, and 92% of self-operated orders during Double 11 achieved 24 Hours of delivery, this timeliness performance has significantly exceeded the industry average. Behind these breakthroughs is JD Logistics’ long-term layout in smart logistics technology, including unmanned logistics.
Of course, JD Logistics’ obtaining the Grade-A surveying and mapping qualification for electronic maps does not mean that it can sit back and relax. SF Express, the “first brother” of express delivery, obtained the Grade-A surveying and mapping qualification for electronic maps before JD Logistics. Naturally, it will not wait for JD Logistics to do so. With the rise of this field, relevant actions are bound to be taken to maintain the first-mover advantage. In this way, JD Logistics will move forward under the pressure of SF Express.
In addition, SF Express has also made plans in the field of unmanned delivery. One month before JD Logistics launched Delivery Robot 4.0, SF Express had publicly demonstrated a building delivery robot. This SF Express robot adopts self-driving technology and can achieve autonomous obstacle avoidance and centimeter-level real-time positioning. This means that SF Express's self-driving, high-precision map and other technologies can be used freely, making it a strong opponent of JD Logistics.
In addition to SF Express, the "Tongda Department" companies should not be underestimated. JD Logistics is backed by JD Group, and the "Tongda Department" is backed by the big tree of Alibaba. Alibaba's Cainiao Network's layout in unmanned delivery is enough to compete with JD Logistics. Once "Tongda Department" and Cainiao cooperate in depth in the field of unmanned logistics, the pressure may return to JD Logistics.
The two forces of SF Express and the "Tongda Department" are threats that JD Logistics must be aware of. SF Express's "first brother" status is relatively solid. JD Logistics has just achieved profitability and should not make it its first goal. And the "Mastery Department" can be used just for "practicing". While opponents are still fighting among themselves, JD Logistics can run as fast as possible with the support of highly valuable qualifications.
Source: E-Commerce News
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