The importance of logistics to e-commerce platforms is self-evident, if there is no logistics, even if the e-commerce platform develops well, it is impossible to operate smoothly.
As an important part of the e-commerce market, logistics has gradually become a track for e-commerce giants to lay out. However, what is surprising is that Ali's express delivery giant has been "sold" and its domestic business has been transferred to Jitu. Is such an ending untenable? Ma Yun and Liu Qiangdong's argument ended?
Ali's express delivery giant "sells itself"
E-commerce and logistics are closely related, consumers place orders on the e-commerce platform, platform merchants ship through logistics companies, the two complement each other, can achieve a win-win situation. So at this time, which express delivery company can obtain the high-quality resources of the e-commerce platform, it can stand out. But there is one courier company that seems to be the exception, and he is Best Express.
Best Express is the earliest express delivery company invested by Ali, and the shareholding ratio makes Ali the largest shareholder of Best, as of February this year, Ali's shareholding ratio is as high as 37.01%. In Ali's multiple financings, he has mastered the important right to speak in Baishi.
Ali attaches so much importance to Best, naturally it will also provide high-quality resources to Best, and help Best build a supply chain in China, to give resources to resources, to traffic to traffic. So dedicated to support, Best did not disappoint Ali, in 2017 Best Express went public in the United States, as the largest shareholder of Ali can naturally become a beneficiary, and did not waste years of cultivation.
But the brilliance is always temporary, and Baishi did not maintain its peak state, but encountered difficulties in business development. This can be seen from the financial report of Baishi alone. According to the financial report of the second quarter of 2021 released by Best, the quarter achieved revenue of 7.375 billion yuan, down 4.98% year-on-year, and the asset-liability ratio was as high as 95.21%.
Time goes on, Baishi's financial report in 2020 is also sluggish, last year's annual revenue of 30 billion yuan, down 7.3% year-on-year. It can be seen from this that the difficulties of the hundred worlds will not happen for a while and a half.
If it continues to develop in this way, Baishi will only face greater losses, not only will it not be able to obtain a greater market breakthrough, but it may also become a burden. Therefore, Best Group announced its decision to sell the domestic express delivery business to Jitu Express, and the transaction volume reached 6.8 billion yuan.
After that, best express's domestic business will be responsible for jitu, and best will increase the deployment of express transportation, supply chain and international core logistics business. Even if Best wants to develop the express delivery business in the future, most of them will be laid out abroad.
It can be confirmed that Ali's express delivery giant Baishi "sold itself" to Jitu, in addition to retaining the company's operation, the core domestic express delivery business has fallen into the hands of Jitu, which can also be regarded as a conclusion to the domestic express delivery market business.
"Not a single product in the world with poor quality can survive long on cheap products. --Asus General Manager Xu Shiming"
Of course, as a veteran Internet e-commerce giant, Ali is also trying to open up a new e-commerce track. It is rumored that Ali or will join hands with Chaoduoduo app to launch a new round of offensive against social e-commerce, when countless young people in order to save a pair of AJ to save money, Chaoduoduo directly provide manufacturer contact information, at a price of less than one-twentieth of the high-priced market, and the quality is guaranteed.
Especially in today's increasingly popular shoe speculation, more and more young people refuse to be leeks of foreign capital and support Chinese manufacturing. Those who have been speculated to sky-high prices of Chanel, AJ and other first-line big brands, in the tide of more than less than 200, and even the quality is not lost to imported goods, perhaps this is the reason why Ma Yun stared at domestic tide brands.
The argument between Ma Yun and Liu Qiangdong
The end of Baishi is lamentable, such a courier giant with the full support of Ali, the business ability should be thriving, how not to sell the domestic express delivery business. But as a result, if it were not for the difficulties encountered in business operations, it would be impossible to sell the rabbit. In this way, the dispute between Ma Yun and Liu Qiangdong has also ushered in an end.
Ma Yun and Liu Qiangdong are both leaders in the domestic e-commerce industry, Ma Yun created Alibaba, Liu Qiangdong built JD.com, although they are both e-commerce giants, but the development routes of the two are completely different, especially in the field of logistics.
Ma Yun believes that logistics companies cannot do it themselves and have no interest in forming logistics companies. Because this will bear a lot of human management costs.
Therefore, Ma Yun's approach is to form a courier system through investment. Ali's Cainiao network is formed by a number of logistics companies such as Tee Yida, including Cainiao Station, which also brings together parcels from major logistics platforms.
Liu Qiangdong's approach is completely different from Ma Yun's, Liu Qiangdong established JD Logistics through the way of self-built logistics system. Nowadays, Jingdong Logistics is already a listed company, and the layout and investment of more than ten years have finally ushered in a return.
Because the early stage of self-built logistics is too expensive, many people are biased towards Ma Yun's choice, thinking that instead of spending time and energy to form a logistics team, it is better to support logistics companies and participate in related management.
So who is right and who is wrong in the argument between Ma Yun and Liu Qiangdong? Perhaps the end of Best Express brought the debate between the two to an end. Although it cannot be proved that what Ma Yun said is necessarily wrong, if it is completely correct, the hundred generations who are regarded as Ali's "pro-son" may not necessarily come to this step.
Looking at JD Logistics, it may take longer to get all of this, but JD Logistics, whether it is word of mouth or transportation speed, far exceeds many domestic express delivery companies.
The express delivery industry ushered in a new pattern
Time has given the answer, Ma Yun and Liu Qiangdong in the end who is right and who is wrong, whether It is Ma Yun's investment logistics company that is correct, or Liu Qiangdong's self-built logistics choice is right, Best is the best proof.
After this, the domestic express delivery industry has also ushered in a new pattern, with the participation of mainstream express delivery companies, it will usher in the giant of express delivery.
Those who underestimate the pole rabbit are looking away, in just a few years, the pole rabbit from no one to become a giant, and then to the acquisition of best express domestic business, the next pole rabbit can also carry out a more comprehensive and in-depth layout. It is not known that there will be another major express delivery giant whose business will be acquired by Jitu.
Write at the end
Can't stand it? In the end, the business was sold to Jitu, if the prospects of Baishi are unlimited, don't say that Baishi is willing to sell the business, Alibaba, as the largest shareholder of Baishi, will definitely not allow such a thing to happen. That can only mean that Ali also chose to give up.
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