Reporter Jia Li
Recently, a message of "a community group buying platform testing water express station" came out, and the pot exploded in the express delivery industry in an instant, and many enterprises such as Cainiao Station expressed their refusal, asking the station to refuse to accept foreign orders.
Immediately after that, there was news that because it "did not have the qualification to operate the express delivery business", the action of buying more vegetables to promote the express delivery collection point was stopped.
On February 15, Duoduo buying vegetable insiders told the "Securities Daily" reporter: "Previously, the platform has launched the group leader express delivery business, and the specific follow-up settlement and operation can be further concerned." However, it did not respond positively to the qualification issue.
A number of regiment leaders revealed that they have not yet carried out collection business. At the same time, the heads of many express deliveries such as Zhongtong and Yuantong also expressed to reporters the attitude of "temporarily remaining neutral and wait-and-see".
So, can community group buying get a piece of the "last mile" of express delivery?
Courier collection died?
Recently, Pinduoduo was rumored that its grocery shopping platform Duoduoduo is trial operating a collection business.
According to a number of station owners, the relevant business system can be stored fresh, sent and sent couriers. According to the publicity map circulated in the industry, at present, Duoduo has achieved system access with many express delivery companies such as Zhongtong, Yunda, Yuantong, and Jitu. The station can enjoy multiple rights and interests and high subsidies such as group point revenue increase, online drainage of return shipments, etc.
The relevant person of Jitu Express confirmed to the "Securities Daily" reporter that Duoduo did have contact with them before and had preliminary cooperation. However, the rookie station issued a requirement to prohibit the station from entering the warehouse to buy more orders for vegetables, otherwise it will be permanently refunded.
Subsequently, the news said that the postal administration of many places issued a notice in the group of enterprises in the express delivery industry, saying that the collection point of duoduoduoduoduo does not have the qualification to operate the express delivery business, and asks the enterprises to operate the express delivery business according to law, and must not cooperate with the enterprises that have not obtained the express delivery business license.
According to the Interim Regulations on Express Delivery, the express delivery industry belongs to the national access industry, and only after approval can it engage in the express delivery industry. Otherwise, it is illegal to operate. According to the provisions of the Postal Law, if you engage in express delivery business without approval, you can be fined more than 50,000 yuan, up to a maximum of 200,000 yuan.
In the view of Shao Zhonglin, former deputy secretary-general of the China Express Delivery Association, according to the current legal provisions, express delivery companies need to apply for a "license", and the process is more complicated. "A business without a license cannot operate a courier business. At present, it is difficult for non-express delivery franchise companies to obtain express delivery business licenses. ”
In the interview, the heads of many express deliveries such as Zhongtong and Yuantong said: "We will remain neutral and wait-and-see for the time being." Many station owners also raised doubts about qualification issues, regulatory risks, costs, repeated competition, and price wars.
However, Ant Wealth community analyst Huang Sheng believes that "community group buying is an industry that requires localized resources for products and supply chains to be highly matched." The express collection model carried out by community group buying is a kind of integration and innovation of the local supply chain, and if it can be passed on the regulatory rules, it will have a certain driving role in the industry. ”
Why seize the courier station?
The outlet of community group buying has attracted Internet giants such as Pinduoduo, Meituan, Didi, Ali, etc. to enter the fight. After two years of development, the market has undergone a drastic reshuffle, and a number of platforms have fallen. In 2022, community group buying entered the second half, under strong supervision, Meituan Preferred, Duoduo, Shihuituan and other platforms transformed to survive, and sought more exploration in business models.
Express logistics expert Zhao Xiaomin believes that it is more difficult for communities to buy self-built logistics, so it is its main way to achieve long-term cooperation with the help of existing resources in the market.
Yuan Shuai, deputy secretary-general of the Rural Revitalization and Construction Committee, told reporters: "The essence of community e-commerce operation is still to do a good job in the supply chain. China's fresh food supply chain is lengthy and cross-cutting, the loss is high, the downstream circulation radius is small, and slow sales are the norm. But this brings huge market space to fresh distribution, which will be a trillion-level market, or there are many opportunities. However, even if the community group purchase completes the introduction of fresh food and express delivery business, it can only exist on a small scale at present. The fresh warehouse management model needs to be further improved by introducing new technologies and models. ”
"If the community group purchase enters the game, it will not affect the pattern of the express delivery industry in the short term, but it is bound to seize the same city and fresh express delivery business volume, which will have a great impact on the collection of the end of the brand Cainiao, and some small and medium-sized brands may be eliminated in the shuffle." Wang Chikun, an economist at the Institute of Understanding, thinks.
(Edited by Sun Qian)