Since the rapid rise of e-commerce in China, more and more people have chosen to use online shopping instead of offline shopping, which has also promoted the rapid development of China's express delivery industry. According to the real-time monitoring data displayed by the express delivery big data platform of the State Post Bureau, as of December 8, the total business volume of China's express delivery industry this year has exceeded 100 billion pieces.
In this way, before the end of 2021, China has already sat firmly on the throne of the world's first, which is also the 8th year that China's express delivery industry has ranked first in the world. Contrary to the performance of the industry, it is the fierce and cruel competition in the express delivery market, and the successive exits of express delivery companies.
In the past few years, the express delivery market can be described as "a hundred contending", SF and the "four links and one reach" backed by the Ali system occupy most of the market share, and the remaining market is competed by Jingdong Logistics, Postal and second-tier express delivery companies such as Tiantian, Guotong, Quanfeng, and Suer.
In recent years, the express delivery industry has opened a "big fight" model, and the volume of JD logistics business has been rising steadily, sharing a piece of the pie in the hands of Ali and SF, and jointly occupying more than 80% of the share. Some express delivery companies that initially had some popularity were gradually eliminated by the market because of improper management, small market share, poor user feedback and other reasons.
Among the second-tier express delivery companies that are out of the game, the most well-known is the daily express. Founded in 1994, Daily Express initially engaged in personal business, with an annual business volume of 4.4 million in 2003, surpassing the "four links and one reach". After the development of e-commerce, Daily Express did not transform in time, and the four links and one reach were quickly put into ali's "embrace". In this way, the daily express missed the opportunity, and it was difficult to turn over.
Daily Express has experienced 3 times of "change of ownership", the operation is still deteriorating, and the express delivery service has also been complained about by users because of slow delivery and frequent loss of parts. After Suning acquired Tiantian Express, it invested heavily in an attempt to save Tiantian Express, but this year Suning itself also had financial problems and could no longer burn money for Tiantian Express. Daily Express can only announce its withdrawal from the express delivery market and switch to same-city delivery.
The decline of daily express is a true portrayal of all second-line express delivery. The express delivery market needs the scale effect most, the stronger the stronger, the weaker will only get weaker, after the express delivery giant gradually occupies all the markets, the second-tier express delivery has almost no living space.
Liu Qiangdong once predicted in an interview that in the future, China's express delivery market will soon end the situation of "three legs standing", leaving only SF and Jingdong Logistics, because most of the profits of "four links and one reach" are likely to be sucked away by cainiao network. When this remark was first released, many people did not agree, because the four links and one reach backed by Ali, the market share is very large, and it is unlikely to fall.
However, at the end of October, a major express delivery giant in the "four links and one reach", Baishi, suddenly "fell". Bestway was acquired by Jitu Express for approximately RMB6.8 billion. In the past 7 years, although the annual revenue of Best Express is very high, it has been losing money. Last year, the annual revenue of Best was as high as 30 billion yuan, and it still lost 2.051 billion yuan, and the excessive labor cost made Best Express under great pressure.
As a courier giant backed by the Ali system, Baishi folded its wings, and the acquisition object is not other companies that are also Ali, but the extreme rabbit that is killed halfway, which vaguely reveals the information that the Ali express delivery alliance is gradually disintegrating, and the annual profits of Ali's Yuantong, Yunda and Zhongtong are also declining, and Liu Qiangdong's words are gradually confirmed.
Looking at the pole rabbit that has acquired Baishi, it is "rising out of nowhere". In March last year, Jitu launched a network in China and developed rapidly; by September this year, the daily single volume could reach 20 million; in October, Jitu acquired Best Express; 11 months, it was reported that Jitu had raised $2.5 billion in the latest round of financing, and Tencent also participated.
In recent years, China's express delivery market has gradually "fixed", the three giants of Tongda, JD.com, and SF have occupied almost all markets, and the market is like a pool of stagnant water, constantly saturating and constantly consuming internal consumption.
In this case, jitu is like a "catfish" that has entered the express delivery market, stirring up the water and making cracks in the original stable express delivery pattern.
The express delivery industry has changed, which is not a bad thing for us. In the past, it was often difficult to appeal, such as not being able to deliver home, not arriving for a few days, and damaged packages. Nowadays, after the major express delivery companies have competitive pressure, they will naturally strive to improve their service levels and service attitudes, and our online shopping experience will also be improved.