It is more like an association, but it is indeed an independent commercial enterprise; The rookie can get the data of various express delivery companies, improve the efficiency of the whole industry, and escort Ali e-commerce. Express companies are willing to provide data, and there is no clear return, just to keep the e-commerce orders that may be lost and gain advantages over other companies in Tongda.
at the same time, the commercial flow determines the logistics, and the logistics chokes the commercial flow. In addition, the status and interest "distribution" between the two parties are extremely unequal, which leads to the inevitable conflict between them.
Due to the unequal relationship, the Tongda Department actually has inner helplessness, secretly fighting against each other and the rookie.
Making rules, "judging" the rookie
It is now difficult to define whether the rookie has exceeded the promise of "not touching the express delivery, just doing the data", because the boundary of express delivery has been expanded now.
On September 17th, Ali logistics robot Xiaoman Donkey was released, which became the first scene application robot of Ali robot platform, and it is self-evident that it attaches great importance to express logistics. This is a rookie's "machine substitution" for the express logistics industry.
In addition, on September 2th, Li Jianghua, CEO of Rookie Wrapping, announced the "1234 Strategy", that is, in the coming year, express delivery in 1 cities will be delivered on demand, 2, delivery points will cover the whole country, and environmental protection bags will be launched in 3 cities to serve 4 million users.
according to the data in June, the number of users of rookie wrap has exceeded 2 million, compared with 1 million a year ago. Behind the doubling of the number of users in one year and the rapid growth of the number of users, this is the entrance unity of the rookie to the mailing scene.
for express delivery companies, the situation is not optimistic.
For example, before, end users would think about whether to use Shentong or Zhongtong. At that time, when the rookie wrapped and unified the delivery entrance, the express delivery companies would completely lose the initiative of the receiving end. The price of losing the entrance was that each express delivery company became a service provider wrapped by the rookie, and which express delivery company was finally selected by the user was like being turned over.
this feeling of being caught by the throat of fate must be very clear to express delivery companies.
For a long time, the revenue of express delivery companies has been heavily dependent on e-commerce. In the game with e-commerce platforms, this dependence makes express delivery companies very passive.
Now it's the same logic. In the business mail delivery system built by the rookie, the rookie still hasn't touched the courier, but he has become the entrance of the courier.
as you can see, the boundary of the concept of express delivery has been expanded, which also means that the original rules have room for modification.
In fact, the rookie changed the rules in the league more than once. What is put on the bright side is that the electronic face sheet is free forever.
as an important bridge and tool to connect the rookie and the access department, in 215, the rookie promised that the electronic face sheet would be free forever, but in 219, the rookie upgraded the one-to-one-single service, charging the merchant a technical service fee of 1 cent.
there is a small game. Tongda department can choose whether to use one or two bills voluntarily, but the cost of two bills is more expensive. Paying this penny to the rookie in the name of technical service fee can save a lot of money.
although it's only 1 cent, it's from to 1. This also means that as a rookie referee, the rules of the league can be changed. This unequal status of the two sides makes the express delivery enterprises have lower and lower voice in the rookie alliance.
End-to-end dark war
Just as it is difficult to judge the boundary of express delivery business at present, the rookie's own attributes are beginning to be difficult to judge.
Although the rookie has always claimed to only do data, the radiation radius of the rookie is constantly expanding around the data.
from the rookie wrapping, intelligent express cabinet, rookie post station and delivery cabinet at the client, to the industrial park and rookie warehouse at the storage transfer side; Technical sorting robots and distribution robots; Dan bird (later renamed rookie direct delivery), hummingbird and brook bird at the distribution end.
The rookie still doesn't have a courier or a car, but just like the franchise outlets of the courier company, the rookie joins all the courier elements and becomes the largest courier company.
according to the development rhythm of rookie, when all links of express delivery are occupied by rookie, the express delivery company will become a logistics enterprise sooner or later, only responsible for the transportation of branch lines.
in fact, this trend is becoming more and more obvious, and all links of express delivery enterprises are being replaced to a deeper and deeper extent.
At the rookie logistics conference in 218, Wanlin, the president of rookie, announced that in the next three years, rookie wrap and its partners will provide brand-new delivery services for more than 1 billion people every year, and rookie post station will build 1, community-level sites, and rookie IoT technology and express delivery industry will connect 1 million intelligent logistics terminals.
Among them, there are 1, rookie stations, and this data is very scary. Ordinary people may have no idea about the express outlets that used to be all over the streets of the city.
according to the financial report data of sitong Yida, there are 5 express delivery companies in Tongda, with a total number of outlets of 16,, including 29, Shentong, 32, Yuantong, 3, Zhongtong, 42, Best Express and 27, Yunda.
In the future, the ambition of a rookie will be close to the sum of four links and one achievement only on the data of the post station.
in addition, the desertification in the city center of the joining outlets is serious, and the post station with comprehensive commercialization ability is more efficient than the single outlet. In the future express delivery process, the post station is likely to replace the outlet.
what are the advantages of replacing outlets with post stations and relying on fast-developing express delivery enterprises with franchise system? In addition, the logistics robot Xiaoman Donkey will take the lead in putting it into use on a large scale in the rookie station.
that is to say, although the rookie once promised not to do express delivery, through the construction of a huge system, the express delivery enterprise has been completely eliminated and the terminal has been replaced.
Of course, the express delivery companies are not waiting for death. Although the rookie is cooperating with the express delivery companies to develop the post and express cabinet at the terminal, Tongda Department has not given up its self-built position.
in may, there was a heated discussion about the price increase of express cabinets after SF acquired Express Easy. When everyone thought that the rookie was the beneficiary. Just in May of this year, Yunda launched its own smart express cabinet business-honeypot smart cabinet.
Since the project was established in 217, Yunyun didn't start to be launched on a small scale until the beginning of 22. From the time node, it can be seen that this is roughly consistent with the SF rookie data dispute at the end of 217 and the time node when Tongda Department withdrew from HIVE BOX afterwards.
When HIVE BOX was owned by SF, Yunda didn't put all its hopes on the "third party" rookie smart cabinet again.
In fact, not only Yunda, but also Shentong, Yuantong and Zhongtong are secretly laid out on the intelligent express cabinet.
shentong's intelligent express cabinet brand miaogui has been laid out since mid-219. during the fengchao storm in may this year, miaogui began to be quietly put into use.
rabbit hi, the smart express cabinet brand of Zhongtong, was established at the end of 218, and now it is also starting to attract investment and launch. In early June this year, rabbit hi began to launch in Beijing.
At the same time, Zhongtong Rabbit likes the same brand of express supermarket, which is similar to express post, and is also joining in investment promotion.
In addition, it is worth mentioning that there are 16, franchised stores in the Mama Station laid out by Yuantong a long time ago, and the Kangaroo Express Cabinet brand of Yuantong is also being laid out.
Some practitioners believe that HIVE BOX's market share is close to 7% after the acquisition of Express Mail, but this is not the end of the industry merger, but the beginning of a new round of competition.
Self-help of Tongda Department
The entanglement of Tongda Department now is that its foreign competitor is still SF, but in the process of confronting SF, it is very likely that it will destroy itself.
the most realistic problem faced by Tongda's express delivery enterprises is that we can't rely entirely on the rookie alliance to play SF, but also think about how to save ourselves.
Ali's continuous investment in shares makes its relationship with Tongda Department more subtle.
from August to September every year, Ali's layout in the logistics field begins to "prepare for the coming double 11". At the beginning of September, Ali received a 12% stake in Yuantong at a price of 6.6 billion yuan. After the transaction is completed, Ali and concerted parties will hold 22.5% of Yuantong shares.
can this deep binding really maximize the benefits? I'm afraid not. Just a year ago, when Ali became a shareholder in Shentong in August 219, which may lead to changes in the actual controller of Shentong, the stock price was not optimistic in the capital market and the stock price collapsed.
on April 3, 22, the information disclosed in Alibaba's financial report for the first quarter of 22 showed that Ali held 2% of the shares of Yunda and became the seventh largest shareholder of the latter. At this point, Ali finally gathered the four links and one reach, and the rookie seemed to be leading the four links and one reach, more like ruling the courier rivers and lakes.
Ali finally got Yunda symbolically, but Yunda was not so "loyal".
some media reported that at the beginning of June this year, the affiliated company of Yunda invested 58 million yuan to set up five home appliance companies. They are: Wenzhou Yuntai E-Commerce Co., Ltd., Kunming Yunda E-Commerce Co., Ltd., Yong 'an Yunsong E-Commerce Co., Ltd., Yong 'an Yunji E-Commerce Co., Ltd..
e-commerce has always been the dream of express delivery companies. Because in the whole development process, e-commerce is the root of the rise of express delivery and the most important factor in the neck of card express delivery enterprises.
SF is the most typical example.
over the years, SF has tried to rely on its own advantages in express delivery, and tried many e-commerce projects such as sex and optimization, but none of them can break through.
even now, express delivery companies still haven't given up their attempts in e-commerce, and all of them are trying to do it, such as the excellent delivery of Yunda, the E-city E-products of Yuantong, and Shenxian Life of Shentong.
e-commerce can't be done, and express delivery companies are also trying the business between e-commerce and express delivery-e-commerce warehouse.
nowadays, the cloud warehouse business with integrated warehousing has become the standard for express delivery companies. judging from the revenue situation in the past two years, the cloud warehouse business for e-commerce companies has become the fastest growing sector for express delivery companies.
e-commerce companies store goods in the warehouses of express delivery companies, and deliver them directly through various e-commerce warehouses when there is an order. Compared with making their own e-commerce platform, this model has more advantages in logistics supply chain for express delivery companies.
the dependence on e-commerce orders, and the fact that there is really no right to speak in four links and one delivery, have led to the only way out in the competition for express delivery.
In 219, the financial report data of various express delivery companies showed that the revenue growth was much higher than the profit growth. Taking Yunda as an example, the revenue growth rate was 148%, while the net profit increased by -1.88%. The tragic price war can be seen, which is why there will be a magical event in Yiwu in 219 where 8 cents will be sent to the whole country.
by establishing their own advantages at the delivery end, express delivery companies can balance their dependence on an e-commerce platform for e-commerce components. On the whole, it's more like JD.COM's big warehouse model, but it lacks C-end traffic.
On the other hand, when novices build their own e-commerce warehouses in various places, it is also the reason why express delivery companies must follow up.
The construction of rookie ground network has connected 353 warehouses in 72 cities in 21 provinces with a total construction area of 6.19 million square meters through self-construction and cooperation.
the distribution mode of e-commerce cloud warehouse has greatly changed the path of commodity circulation in the express delivery industry. Many express parcels are no longer delivered point-to-point, but are delivered directly from warehouses around the country. In addition, the phenomenon of desertification in the city center of express outlets has also spawned many express companies to hire the same city distribution enterprises from local warehouses to send them directly to various stations, and then deliver them directly to express electric vehicles.
in other words, outlets and transit stations, the core assets of express delivery enterprises, may be replaced in the future express delivery chain.
The rookie undertakes the whole process of receiving and dispatching, and can still reach the promise of not touching the express delivery, but the original express delivery has been replaced by new production factors. six