[Dahe News , Dahe Caifang] (Reporter Ding Yangtao Wentu) Recently, SF, Yuantong, Yunda and Shentong Express have successively released the December 2021 performance express. Based on the data of the first 11 months, the business volume of Zhongtong, Yunda, Yuantong, Shentong, SF, postal EMS and other enterprises will exceed 10 billion votes in 2021, of which SF, Shentong and Postal EMS are the first brands to complete the "10 billion pieces" express delivery.
Express delivery companies formed a group to break into the "ten billion pieces" camp
According to the data released by the State Post Bureau, in 2021, the business volume of express delivery service enterprises nationwide will reach 108.30 billion pieces, an increase of 29.9% year-on-year. Under the background of this era, many express delivery companies have also made new breakthroughs in business volume.
On January 19, SF Holdings released its December 2021 performance briefing, with a business volume of more than 938 million votes and revenue of more than 24.523 billion yuan. Based on the monthly data for the whole year of 2021, SF's annual business volume reached 10.534 billion votes, entering the 10 billion mark for the first time, and the revenue exceeded 200 billion yuan, both setting a new high.
On January 19, Shentong Express announced that Shentong's express service business revenue in December 2021 was 2.816 billion yuan, an increase of 25.28% year-on-year; the completed business volume was 1.153 billion votes, an increase of 19.58% year-on-year. So far, the business volume of Shentong Express in 2021 has reached 11.077 billion pieces, breaking through the 10 billion piece mark for the first time.
The "national team" post EMS has also made a new breakthrough in 2021. It is understood that since May 2021, the postal domestic delivery business has maintained a state of acceleration for 7 consecutive months, until December 8, the annual express delivery volume of EMS exceeded 10 billion pieces in advance.
In addition, on October 29, before the "Double 11" in 2021, Jitu Express acquired best domestic express delivery business for 6.8 billion yuan. After the acquisition of Best Express, the daily order volume of "Pole Rabbit + Best Express" is expected to be 40 million to 50 million, according to calculations, the annual business volume should also cross the 10 billion mark.
As the express delivery company with the highest market share at present, Zhongtong Express achieved the goal of more than 10 billion votes as early as the first half of 2021, and the annual business volume exceeded 22.3 billion votes, an increase of 31.1% year-on-year, becoming the world's first express delivery company with an annual business volume of more than 20 billion votes.
Yunda, Yuantong and Shentong also maintained good development in 2021. Yunda express business volume reached 18.402 billion votes, with revenue of about 40.028 billion yuan; Yuantong express business volume reached 16.542 billion votes, revenue of about 39.04 billion yuan; Shentong express business volume for the first time over the 10 billion mark, reaching 11.079 billion votes, revenue of about 24.642 billion yuan.
The revenue of the four major express delivery companies has increased, and the "inner volume" of express delivery should gradually drift away?
Express single ticket revenue has always been the focus of attention in the industry. In recent years, the express delivery "inner volume" has become a chronic disease in the industry, in order to expand the market share and continue to reduce the unit price of customers, so that the single ticket income of express delivery companies is at a low level all year round. However, the December 2021 business briefing released by the four major express delivery companies recently shows that the revenue of express delivery single tickets is gradually recovering.
In December last year, the single ticket revenue of Yunda Express Service was 2.35 yuan, an increase of 2.17% year-on-year; in December, YTO Express achieved a single ticket revenue of express products of 2.50 yuan, an increase of 12.99% year-on-year. Shentong Express achieved a single ticket revenue of 2.44 yuan in express delivery services in December, an increase of 4.72% year-on-year. SF Express business revenue of 15.414 billion yuan, an increase of 8.77% year-on-year; business volume of 938 million votes, an increase of 8.31% year-on-year; single ticket revenue of 16.43 yuan, an increase of 0.43%.
Before the single ticket revenue of the express delivery industry rebounded, the fierce price war brought huge operating pressure to major express delivery companies.
In the first three quarters of last year, the fierce price war had a greater impact on the Tongda Department. The data shows that from March to May 2021, after the peak of the Spring Festival subsidy, the single ticket income of Yuantong Express was 2.25 yuan, 2.15 yuan and 2.04 yuan in turn; the single ticket income of Shentong was 2.25 yuan, 2.13 yuan and 2.07 yuan in turn; and Yunda was 2.19 yuan, 2.04 yuan and 2.02 yuan, all of which showed a significant downward trend month by month.
As a fast, punctual and safe time-sensitive express delivery brand, SF's single ticket revenue from March to May last year was 15.74 yuan, 15.84 yuan and 15.59 yuan, down about 12% from the same period in 2020.
By the third quarter, local governments have successively introduced policies to intervene in the vicious competition in the express delivery industry and ensure the welfare of express delivery employees, and express delivery brands such as Zhongtong, Yuantong, Shentong, Yunda, and Jitu have announced that from September 2021, the single-ticket express delivery fee will increase by 0.1 yuan.
Under the dual pressure of fierce competition from peers and increased payment fees, it is urgent to increase the revenue of single-ticket express delivery. Courier companies can no longer bear the operating pressure caused by low prices.
In November last year, Lai Meisong, chairman and CEO of ZTO Express Group, publicly stated that business volume and market share are crucial to the growth and future of express delivery companies, and scale and efficiency are the keys to victory. He believes: "As the industry competition returns to rationality, express delivery prices are expected to stabilize in 2022. ”
After the expansion of the "10 billion pieces" club, the high-quality development of express delivery is the trend
In 2021, the annual business volume of the mainland express delivery industry will exceed 100 billion pieces, and the annual business volume of major brand express delivery companies will exceed 10 billion pieces, and the Matthew effect of the express delivery industry will become increasingly obvious. The market scramble of express delivery companies "running horses and staking land" is obviously not in line with the trend of the times, where should we go next?
The "14th Five-Year Plan" postal industry development plan released by the State Post Bureau shows that at present and for some time to come, the development of the postal industry is still in a period of important strategic opportunities, and the opportunities are greater than the challenges.
On the one hand, the mainland has shifted to a stage of high-quality development, the people's postal needs for a better life are more exuberant, innovation-driven is more powerful, industrial integration is more coordinated, the policy environment is more superior, governance according to law is more standardized, and the development of the postal industry has many advantages and conditions.
On the other hand, today's world is experiencing major changes unprecedented in a century, the international environment is becoming increasingly complex, the impact of the new crown pneumonia epidemic is wide-ranging and far-reaching, the uncertainty of instability has increased significantly, the problem of unbalanced and insufficient development of the industry is still prominent, the imbalance between urban and rural and regional development, the imbalance between domestic and international development, the imbalance between service consumption and service production, the ability to innovate does not meet the requirements of high-quality development, the safe green development, the improvement of service quality and efficiency, etc. need to be strengthened, and there are shortcomings in the protection of grass-roots practitioners. Accelerating the modernization of governance capabilities has a long way to go.
Industry experts believe that whether the express delivery company can increase the price depends on whether it can provide higher service quality and meet the diversified needs of customers, and express delivery companies need to find new business growth points and provide differentiated services in order to get rid of the prisoner's dilemma of 'inner volume'.
More courier companies are already struggling to pull away from the "price war." Lai Meisong, chairman of ZTO Express, has repeatedly called for relying on unnecessary low-priced loss-making pieces or exchanging profits for short-term market share gains, which is neither wise nor sustainable. Wang Wei, CEO of SF, formulated SF's 2022 development slogan as "sustainable and healthy development", and it is necessary to achieve a substantial change in management from quantity to quality.
At present, the competition between the existing leading companies still exists, but the content of the competition will revolve around the three dimensions of traditional express delivery share, product stratification and new product development, under the continuous investment, the production capacity, cost, service and product capabilities of major express delivery companies will further open the gap, and the echelon differentiation will be more serious, so as to gradually achieve the clearance and stability of the competitive pattern.
Editor-in-charge: Chen Yuyao | Review: Li Zhen | Director: Wan Junwei