A few days ago, the news that Jitu and Shentong Express fully connected to Jingdong Mall attracted attention, which means that the era of express e-commerce has officially ended, and the express delivery industry has ushered in a new pattern of truly comprehensive open competition.
Liu Qiangdong previously stressed at the Jingdong Logistics Group operation and management meeting that merchants are no longer required to use JD Logistics, "They want to use Jitu or Tongda Express, let them use it." ”
Shentong responded that access to JD.com is still in the testing stage. "Express Observer" found, but from the statements of all parties, open interfaces have become the general trend. Jitu has previously completed the docking test and is increasing publicity to connect with merchants on the Jingdong platform.
Previously, JD self-operated merchants had to use JD Logistics, and when third-party merchants used JD Logistics, the goods would also be labeled as "JD Logistics", and thus get more traffic, but it meant that they needed to pay higher logistics costs.
Behind JD.com's acceleration of docking with express delivery companies, it aims to increase the tens of billions of subsidies recently thrown out. In the face of Pinduoduo's strong growth, Liu Qiangdong can no longer sit still. Pinduoduo's GMV growth rate has always exceeded that of JD.com in recent years, with a growth rate of 67% and JD.com of 25% in 2020; In 2021, Pinduoduo's turnover will be 2.4 trillion yuan, a growth rate of 46%, and JD.com's will be 3.3 trillion yuan, a growth rate of 26%, and the annual turnover gap between the two sides will be reduced to less than one trillion yuan.
To some extent, today's rapid growth of Pinduoduo to such a scale is Ali and JD.com, the two largest e-commerce platforms in China, leaving a gap in the market for this young rival.
In JD.com's discourse system, low price is JD.com's "most important weapon for success in the past, and the only basic weapon in the future." It's just that competitors have changed from traditional electrical appliance malls such as Gome and Suning to today's Pinduoduo.
For a long time, e-commerce express accounted for more than 70% of the total express delivery business, Liu Qiangdong's return this time, hoping for tens of billions of subsidies to compete for the lost battlefield, for the express delivery industry, is undoubtedly an incremental benefit.
Looking back at the history of domestic e-commerce development, it is not uncommon for platforms to take sides. Specific to the express delivery field, with the intensification of competition in the e-commerce industry, platforms are becoming more and more distinct, in order to prevent being "stuck in the neck" by opponents, major platforms have increased their own logistics ecology.
Once upon a time, the confrontation between express delivery and e-commerce stations was still vivid, blocking each other and closing interfaces, but now, the rivers and lakes of express e-commerce are not only fighting and killing, but also win-win cooperation. "Express Observer" believes that the Jingdong access to Shentong and Jitu, coupled with the previous access to Taoji, means that express delivery companies are ushering in a new era of comprehensive open competition, no longer need to be attached to any e-commerce platform, and truly rely on strength to compete for market share.
Even if the business volume of JD.com's third-party platform is not large, the strategic significance of this step is that the era of promoting the separation of express delivery and e-commerce pricing is accelerating, and the voice of express delivery companies is gradually increasing.
In fact, since Jitu acquired Best and JD.com acquired Debang, and Jitter Kuaida United Tongda, the logistics barriers between e-commerce platforms have begun to blur.
The express delivery industry has come to an end, and in the post-price war era, it is ushering in a relatively fair external competitive environment. Jitu undertakes the door-to-door return business of Pinduoduo, Tongda Department and Douyin provide door-to-door delivery, express delivery companies change from standing in line to competition, and the days of relying on platform traffic in the past are gone, and service quality has become the only weapon to compete for customers.
The national standard for express delivery services, which is being revised, also points out that e-commerce operators should provide three ways to place orders, including consumers' independent choice of express delivery, and truthfully provide express delivery service entities with necessary information such as the sender's name, contact information, recipient's name, contact information, address, and commodity name, and should not use service agreements, transaction rules, technical and other means to make unreasonable restrictions or attach unreasonable conditions.
All indications are that the one-size-fits-all situation of e-commerce free shipping is expected to be broken as soon as possible, and the era of layered services and graded charges for express delivery companies is coming.