#京东物流收购德邦股份66.49% of the shares #On the evening of March 11, Debon Logistics Co., Ltd. issued an announcement on the controlling shareholder's planning for a change of control. The announcement said that Suqian Jingdong Zhuofeng Enterprise Management Co., Ltd., controlled by Jingdong Group, will indirectly control 66.50% of Debon shares, and Debon shares will resume trading from the opening of the market on the morning of March 14. Upon completion of the transaction, JD Zhuofeng will trigger a full tender offer obligation. In order to improve the efficiency of JD Group's integration of its logistics business segments, the tender offer will be aimed at terminating the listing status of Debon shares.
According to the latest financial report of JD Logistics, the total revenue of JD Logistics in 2021 reached 104.7 billion yuan, of which the revenue from customers in the integrated supply chain reached 71.1 billion yuan, and the income of other customers, including express delivery, was about 33.6 billion yuan. As of December 31, 2021, JD Logistics has more than 1,300 warehouses and more than 300,000 front-line employees across the country, and has achieved same-day and next-day delivery in 93% of districts and counties and 84% of townships and towns across the country.
Debon Logistics is a comprehensive logistics provider that links express delivery, logistics, cross-border, warehousing and supply chain, and has been deeply involved in the field of express delivery for many years. According to the third quarter report of Debon Co., Ltd. in 2021, the revenue of express delivery business accounted for about 97% of the total revenue, reaching 21.861 billion yuan. As of June 30, 2021, Debon Logistics has more than 30,000 business outlets, 140 warehouses and more than 2,000 trunk routes nationwide.
To be honest, the biggest doubt about seeing JD.com confirm the direct acquisition of Debon Express is what JD.com wants to do? To be honest, we carefully look at this series of operations of JD.com and Debon, in fact, there is still some logic behind it, so how should we analyze it?
First of all, we from the current point of view, Jingdong Logistics itself market development is quite good, from the overall market, Jingdong Logistics has formed a set of logic with warehousing as the core to logistics as the system, in this logic, Jingdong Logistics has reached the ability to basically compete with the general express delivery giant over the years, it can be said that in the current express delivery market has formed a situation, which is to say that the service experience, SF and Jingdong can be said to be the first echelon, When it comes to the advantage of price advantage, the advantage of three links and one reach is still more obvious. This is a current situation of the entire logistics system, so from the perspective of this status quo, JD Logistics must think that it can have further breakthroughs, and the acquisition of Debon under the logic of the breakthrough has become a very meaningful thing.
Secondly, let's look at Debon Logistics, in fact, Debon Logistics is also a company that has been repeatedly studied for many years. Debon logistics itself logic and the general express delivery enterprises are not the same, Debon Logistics is an integrated logistics company, its biggest advantage is LTL express, it can be said that the general logistics enterprises are small pieces, buy are small pieces of goods, and Debon Logistics is sending large pieces, playing is a large piece of goods, so from this point of view, the advantages of Debon Logistics is obvious, and Jingdong at this time to acquire Debon Logistics is to build a stronger market advantage in the field of large pieces.
Third, from the perspective of the current pattern of the development of the entire market, once the current Jingdong acquisition of Debon is fully realized, it is likely that the scale of the entire market will be rapidly improved, and the shortcomings of Jingdong itself have been effectively compensated, in such a background, it is likely that the phenomenon that Jingdong has begun to have the strength to compete with other tongda express delivery, and perhaps the competitive pattern of the entire express delivery industry will undergo further changes. The influence of JD.com in the market will further enhance the express delivery industry will show a more competitive state.