Ignition Dimension (ID: chaintruth) original
Author | Zhu Xiaoyu
Edit | Rao Xiafei
"All my unpleasant shopping experiences on this double 11 were given by Cainiao Station!"
"Most of the couriers sent by the Tongda Department are not delivered to the door, and it is useless to call. Contact the courier, and they also told me that shopping in Ma Yun's Taobao should be placed at Ma Yun's station. "After experiencing the double 11 shopping carnival, Wang Qi, who lives in Tongzhou, Beijing, said that all her shopping pleasures were hit by express delivery, she bought several goods on double 11, and because she had to go to the Rookie Station to pick up the pieces, Wang Qi had been queuing up at the station for more than half an hour after work for a few days." I was tired after work, and then I lined up to pick up my pieces, and when I got home, I was tired and had no fun. ”
However, some of the express deliveries after shopping on Taobao are no longer delivered to the home, but are stored directly at the Cainiao Station, which is not something that has happened recently. Wang Qi observed that in the past year, there have been more and more express deliveries that are not delivered to the door, all stacked at the rookie station.
Wang Qi's community station is transferring stores, and after inquiring, she learned that it was to change a larger bottom quotient, which she thought was not a good signal. "Maybe the courier after that will not deliver to the door." If it is occasionally put into the station can also be accepted, but now the courier almost all thrown to the station, there is no time to pick up, I have a piece of fresh in the station for 3 days, when I got it has been smelly, and as long as it is to get the courier, only queuing will take half an hour. ”
Wang Qi's encounter is increasingly happening to consumers, and a netizen who knows how to do so posted: (Rookie Station) the slogan of solving the 'last kilometer' is shouted loudly. When Taobao bought something, I pushed a few rookie stations, I chose a station 0 meters away from me, because I just moved there, I did not go to verify, and then found that this station is several kilometers away from me, but also take the bus to get it, it really solved my last kilometer of convenience. ”
But for the fact that they no longer deliver to their doors, couriers and courier practitioners believe that they are also "back pot men", and in their view, they are also one of the victims.
Burning Finance followed up with couriers and express delivery practitioners in Many areas such as Tongzhou, Haidian, Chaoyang, Hebei Yanjiao and other regions in Beijing, and they also have their own grievances about not delivering to their doors. Zhang Ran, a courier brother, explained to Burning Finance, "The volume of express delivery has soared, there are not enough manpower, and every day I work until twelve o'clock at night, I can only sleep for a few hours, but I still can't send it." ”
According to a number of courier brothers, since the middle of last year, the number of orders sent by their outlets has begun to increase, and the daily delivery tasks have also increased accordingly.
What makes the courier brothers feel even more unhappy is that the workload has risen, and the unit price of delivery has not risen, but has dropped by 0.3 yuan, and after the adjustment, their income has decreased significantly. The express delivery outlets where they are located are also slowly losing manpower, and the final result is that there are more and more couriers that are too late to send out, and "placing them at the station is the best solution."
Zhang Ran told Burning Finance that the express delivery company of the Tongda Department is mainly to join, and the franchise outlets are self-financing, and this year the express delivery company has started a price war, and many costs have been shared by the outlets. The courier is directly hired by the outlets, they and the outlets belong to a community of interests, the income of the outlets declines, the bosses can not earn money, and naturally the salary of the courier will be adjusted accordingly.
Users queuing up to pick up the courier Photo / Burning Finance Photo
In fact, not only couriers, but also the franchise outlets of express delivery companies have also experienced a decline in revenue. Not long ago, a number of media reported that many express delivery franchise outlets have collapsed; some outlets have huge losses, and the boss cannot pay salaries, and even chooses to run directly.
In the past five years, China's e-commerce industry has maintained a growth rate of no less than 17%, whether it is Tmall or JD.com, the GMV of Double 11 every year has refreshed the historical record. However, the express delivery industry has seen an increase in business volume, but a decline in net profit.
In September this year, Yunda's business volume was 1.463 billion votes, up 64.94% year-on-year; Shentong's business volume was 860 million votes, up 18.62% year-on-year; and YTO's business volume was 1.217 billion votes, up 50.06% year-on-year. However, according to the third quarter financial reports that have been released so far, the net profits of Shentong and Yunda fell by 99.53% and 47.83% respectively, and only Yuantong recorded a slight increase, but only a slight increase of 0.69% year-on-year. US-listed Best Express and ZTO have yet to release earnings.
The decline in net profit comes from the price war between courier companies. In the revenue composition of express delivery companies, the main income comes from B-end large customers, and the revenue contributed by C-end users is relatively small. Although the unit price of C-end express delivery is rising every year, the unit price of B-end express delivery has decreased year after year. According to the financial report of the first half of 2020, the single ticket price of the express delivery business of 6 logistics companies fell by more than 20%, of which the price of SF single ticket fell by 22.18%, Zhongtong fell by 21.86%, Yunda fell by 28.48%, Yuantong fell by 25.23%, and Shentong fell by 21.34%.
A person in charge of warehouse management in a certain area of Beijing told Burning Finance, "The so-called price war is to exchange price for volume, although the amount is increasing, but the unit price profit is decreasing." Only when there are a few two or three express delivery companies left in the entire industry can it be possible to return to benign. ”
Behind the price war of express delivery companies is to undertake more e-commerce express delivery. For e-commerce platforms, only by compressing logistics costs and giving profits to merchants and consumers can we stimulate production and re-consumption, and can the platform and merchants win-win. However, logistics is also one of the cores of e-commerce, and the delivery experience is not good, which will eventually inhibit the user's desire to shop.
Shao Zhonglin, deputy secretary-general of the China Express Delivery Association, told Burning Finance, "In the past decade, the average unit price of China's express delivery has been decreasing every year, and a large part of the reason is that e-commerce companies use the monopoly position in the market to reduce the price of express delivery headquarters, and express delivery companies will adjust the unit price of express delivery every year in order to get more e-commerce parts, and these costs have basically been transferred to the franchise outlets of express delivery companies." This poor way of competition has led to the direct delivery giant companies such as JD.com and SF also begun to reduce the unit price, which shows the competitive pressure of Tongda express delivery companies. ”
< h1 class="pgc-h-arrow-right" > change</h1>
"There are too many delivery orders, and they will be delivered later today."
After receiving the customer's reminder call, Zhang Mingming, a Yunda courier at a station in Beijing, must hurry up to deliver the goods and complete today's delivery task. If it cannot be completed, the system will make a corresponding fine, coupled with the tasks that were not completed in the previous two days, several times accumulated, equivalent to a day's hard work in vain.
In the past year, there have been more and more express deliveries, which is the most intuitive feeling of Zhang Mingming in the three years since he engaged in this line of work. Before the first half of 2019, his daily delivery task was about 150 pieces, counting the amount of packages, he was able to complete the delivery task every day with spare energy, and he could also get the bonus of the company's evaluation. However, since June 2019, the number of daily couriers sent from his hands has increased significantly, from 160 and 180 to 300 in the current peak season. This year's double 11 delivery numbers are even more excessive, and his daily delivery orders have exceeded 400 pieces.
Zhang Mingming also switched from the previous leisure to the current tense state, because a little relaxation, this day's delivery task can not be completed, not only can not get the bonus, but also will be deducted wages. Before 2019, there was no such a big penalty.
Now every day when he thinks of the delivery task, Zhang Mingming has some headaches. A person has only two legs, only 24 hours a day, and can't deliver more than 400 pieces in any case. Zhang Mingming calculated an account for Burning Finance, starting at 6 o'clock every day, half an hour to the sorting center, half an hour to complete the loading, half an hour to return to the outlets, and then delivery in batches, before twelve o'clock in the morning can only deliver more than 80 pieces. At noon, he also had to go to the sorting center for the second time to pick up the goods, and still had an hour and a half wasted on the non-delivery road, which was a time that could not be saved.
More express mail, more than just intuitive feelings. According to the forecast of the State Post Bureau, from November 1 to 16, the volume of postal (express) mail (express) business handled by the whole industry will reach 5.78 billion pieces, an increase of about 47% year-on-year. Among them, from November 11 to 16, there will be a peak in the peak season, and the average daily express delivery business volume is expected to reach 490 million pieces, which is twice the daily business volume. On This year's double 11, Ali's record is 498.2 billion yuan, far more than last year's 268.4 billion yuan, in addition to the transaction data of e-commerce platforms such as JD.com, Pinduoduo, and Vipshop, which are also growing synchronously.
In this context, the recruitment demand for couriers is also increasing. Last year, the "2019 Express Delivery Market Supervision Report" released by the State Post Bureau showed that the number of employees in the express delivery industry in 2019 has exceeded 3 million, but the 3 million express delivery industry army still cannot meet the market demand. Not long ago, the big data on the employment of couriers released by 58.com showed that in October this year, the recruitment demand for couriers increased by 16.11% month-on-month, and the recruitment demand for couriers in Beijing ranked first.
Zhou Bin, another Yuantong courier, also expressed the same problem, the surge in express mail volume, the increasing gap in the industry, and the delivery tasks that could not be completed became a dead cycle. At the beginning of 2020, due to the sharp increase in the volume of express delivery and unreasonable penalties, more than 30 couriers in his outlets lost more than 20, and finally only 7 old employees were left, and the flow of new couriers was also very large.
"In the past, you could leave work at six or seven o'clock in the evening, but now if every courier has to be delivered to your door, it is normal to work until eleven or twelve o'clock in the evening every day." Zhou Bin said that today's double 11 orders are more than in previous years, starting from November 1, the off-duty time will not be earlier than one o'clock in the morning, and after work, the courier will also go to the station to sort and prepare for the next day's work. He told Burning Finance that during the Double 11 period this year, in order to improve efficiency, courier companies began to directly send shuttle buses from the sorting center to the outlets, so that couriers could concentrate on delivering.
Zhou Bin showed Burning Finance that his WeChat exercise steps on November 11 showed 50,000 steps, the highest value ever recorded, while his daily steps were only more than 20,000 steps.
A Zhongtong Express brother who has just entered the industry for half a month was frightened by the high-intensity labor force, at the beginning, he was attracted by the "rumors" of simple work and high salary in the express delivery industry, and now he plans to finish the last vote in November and leave, because when he left a few days ago, the boss promised him a monthly salary of 15,000 yuan in order to keep him, and this temptation made him feel that he could carry it for a month. The courier brother said, "At the beginning of the courier, I still felt very tormented, but now I am working completely by instinct, repeating the action mechanically, and the soul has already flown out of the body." ”
<h1 class="pgc-h-arrow-right" > contradiction
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Zhang Mingming very clearly perceives that from 2019 onwards, customers have higher and higher requirements for delivery standards, and the company's service requirements for couriers are also getting higher and higher. In order to improve customer satisfaction and the minimum number of bad reviews, he will try to meet customer requirements, such as individual delivery, delivery within the specified time, refusal of express delivery and re-delivery, which means that his labor intensity will be greatly improved.
But even so, customer satisfaction is still decreasing, and complaints about express delivery are increasing. There are nearly 3 million valid complaints on black cat complaints, of which 143,000 are related to express delivery, accounting for 4.8%. In the third quarter of 2020, the Hunan Provincial Consumer Commission accepted a total of 54.65% year-on-year in accepting disputes in the postal and express industry. The main problems reflected by consumers are: parcel delivery is not timely, delivery is not home; without the consent of consumers, express delivery items are put into the express locker without authorization; delivery security is not strong, there are parcel damage, loss and other phenomena.
On October 31, because the courier was not delivered on time, Zhang Mingming received a complaint penalty of 300 yuan. According to Zhang Mingming, on the same day, a customer called to urge the mail and asked to be delivered before he went out at 9:30 to catch the plane, otherwise it would be a bad review. The courier should have been delivered on the 30th, but because the logistics and sorting progress was delayed in the delivery process, the courier, as the last link of delivery, could only try his best to deliver after receiving the courier.
However, Zhang Mingming told Burning Finance that the courier should be delivered in batches every day, one is from morning to noon, and the other is from noon to night, because these two times are the fixed arrangements for the courier to pick up the goods at the outlet after the warehouse logistics sorts the courier, that is to say, he must complete all the links from the warehouse to the transportation and distribution before 9:30 in the morning. As usual, this is almost impossible.
However, he still rushed to the warehouse early, tried to load the car early, and delivered it to the station as quickly as possible for customers. Helplessly piled up the express delivery is like a mountain, and it is more than seven o'clock by the time this batch is loaded and pulled. At 9:20, seeing that the deadline was approaching, Zhang Mingming received a reminder call from the customer again, and learned that Zhang Mingming was twenty minutes away from delivery, and the other party made a complaint decisively.
In fact, Zhang Mingming estimated that even if the red light is run all the way according to the fastest number of tricycles, plus the time to enter the community, find express delivery, lock the car and climb the stairs, the fastest delivery to the customer will be 8 to 10 minutes late, so to a large extent, this complaint is fixed. Even if the reasons for the appeal are sufficient, because of this complaint, Zhang Mingming's reward for the month was deducted, on the grounds that "customer satisfaction is not guaranteed".
"Helpless", this is Zhang Mingming's biggest feeling in the express delivery industry for three years, the requirements of strange customers and strange bosses are too much, so that his salary is passively reduced, and several times he is on the verge of emotional collapse and wants to resign.
According to Taobao Logistics customer service, a single complaint from a consumer will cause the courier to lose 300 yuan, and there is also a penalty mechanism. This penalty mechanism will also affect the overall income of couriers.
Figure / Screenshot of Burning Finance
The contradiction between Zhang Mingming and consumers is that they are in different positions and different views. On Weibo, the topic of #couriers not delivering complaints according to consumer wishes has reached 18.985 million reads, and many netizens have posted that couriers have violated laws and regulations by not delivering, and they can complain if they do not deliver to their doors. The Interim Regulations on Express Delivery, which came into effect in May 2018, are the basis for their demand for home delivery.
The Interim Regulations on Express Delivery stipulate that an enterprise engaged in express delivery business shall deliver the express mail to the agreed receiving address, the recipient or the consignee designated by the consignee, and inform the recipient or consignee to accept it in person. The recipient or consignee has the right to accept the acceptance in person. This means that the courier's refusal to deliver to the door is a violation of the rules.
Zhou Bin, a courier brother who has worked in Yuantong for more than three years, also has the same feeling, "In 2018, many express deliveries will not be delivered to the door, which has become a social default norm, but now even if the express mail is placed in Fengchao, customers are reluctant to pick it up and ask for delivery to the door." The delivery fee of 1 yuan and 1 piece still has to be sent to the home, if there is no one at home when the delivery is delivered, you have to wait for the customer to arrive at home and then carry out the second delivery, which is really tiring. ”
Not only are customers becoming more and more picky, but the boss's requirements are also getting higher and higher. Zhou Bin said that the express delivery outlets where he is located have never emphasized the need to "deliver to the door", in fact, because of insufficient manpower and more and more orders, the express delivery outlets will also acquiesce in the "unspoken rules" of not delivering to the door to the door to ensure that the warehouse is not pressurized.
However, once the complaint is "no delivery to the door" reason, not only the system deducts money, but also affects the courier's scoring assessment in the company that month, affecting the issuance of bonuses. Zhou Bin said, "Because Cainiao Network has strict regulations for express delivery companies, every single bad review and complaint will affect the ranking of express outlets in the entire evaluation system, and the reduction of scores will naturally affect the income of express outlets." ”
In addition to complaints, Zhou Bin also saddled with "KPI", if the dispatch volume of the day cannot be completed, the courier brother will also be monitored by the system and fined. Therefore, the completion of the delivery volume and the guarantee of home delivery have become a contradiction point that the couriers cannot take into account.
In order to solve this problem, Zhou Bin and his colleagues will first give priority to the "difficult" customers who have been marked in the system, and the courier that cannot be sent will be placed in the rookie station or Fengchao express cabinet, if the customer calls to ask for delivery, and then take out the delivery. Zhou Bin said, "After all, the courier alone resisted everything." ”
On the day of the interview, Zhou Bin distributed a refrigerator to the customers in the area, which should have been completed by colleagues in the large-scale group, but because the manpower was not enough to complete, Zhou Bin temporarily helped on the top, and after sending it to the customer, he was not in a hurry to sign for it, Zhou Bin and his colleagues were asked to replace the old refrigerator first, and then throw the old refrigerator downstairs. On this day, zhou bin spent nearly half an hour on this delivery alone, and he did not complete the delivery task of the day in time, and could only put the remaining express delivery in the rookie station and the Fengchao express cabinet, which represented that his income on this day would be greatly reduced.
< h1 class="pgc-h-arrow-right" > competition</h1>
Compared with the unfinished dispatch volume, salary cuts and unpaid wages are the more painful pain points for couriers.
In 2018, Zhang Mingming's Yunda Express, a single delivery fee of 1.3 yuan, a day delivery of between 180 and 200 pieces, plus the basic salary, incentives and package income, each month's income can easily exceed 10,000.
Zhang Mingming told Burning Finance that in 2018, colleagues at the same outlet because of their positive work, good service attitude, and the amount of delivery orders also exceeded that of ordinary couriers, and the annual salary plus bonus earned more than 200,000 yuan, which is the "king" in Zhang Mingming's eyes. However, Zhang Mingming believes that even if it is the "king", in the express delivery industry to earn more than 200,000 yuan, but also have a good objective environment, after several delivery unit price adjustments, Zhang Mingming's income plummeted, and his "king" colleague also turned to a takeaway rider at the end of last year.
Zhang Mingming called 2018 the last highlight of the express delivery industry, because from 2019, the price war has been fought.
In May last year, in order to compete for the cake of e-commerce express, SF took the lead in reducing prices to provoke a price war in the express delivery industry, and the Tongda Department has lowered the ticket price of express delivery orders. From March to June this year, the war intensified, and even some express delivery companies played the lowest price in the market of "8 hairs in the country" in Yiwu Trade City, Zhejiang.
Huang Hao, the head of e-commerce of an e-cigarette brand, told Burning Finance that in June 2019, he found that the unit price of many express delivery companies began to decline, originally he planned to sign yuantong at 3.5 yuan / single sign, but Yunda Express, which cooperated with him, pressed the collection express price to 3 yuan / piece, and the previous collection express price given by Yunda was 6 yuan / piece.
Express delivery companies rely on the competition method of price war to gain market share, but the cost of the price war, in addition to the express delivery company itself, there is also a part of it passed on to grass-roots agents and couriers.
Public information shows that among franchised express delivery companies, 40% of franchisees are loss-making, 50% of franchisees are flat in profit and loss, only 10% make money, and the income of grass-roots outlets and grass-roots couriers has been squeezed to the red line of survival.
Huang Hao told Burning Finance, "Express franchise outlets are divided into first-level franchisees and second-level franchisees, and second-level franchisees not only need to pay contracting fees and deposits to first-level franchisees, but also undertake various assessment tasks distributed by first-level franchisees. At the same time, secondary franchisees also need to bear their own store rent, staff costs, grass-roots outlets profit margins are squeezed, is bound to pass the cost to the courier, which is the basic norm of industry competition to the end. ”
Zhang Mingming's outlets took the lead in adjusting the delivery unit price in May, and the delivery fee per order was first reduced from 1.3 yuan to 1.1 yuan, and then to 1 yuan, a continuous reduction of 0.3 yuan. For the piece-counting couriers, on average, nearly 60 couriers are sent every day to get the same income as before, and 60 orders almost reach half of Zhang Mingming's previous workload, which makes Zhang Mingming feel incredible.
Zhang Mingming said that the income protection of tongda couriers is not as good as that of SF and Jingdong couriers, who not only have no basic salary, but also do not have five insurances and one gold, and rely on the daily delivery order volume to support the wallet without shrinking. Even so, the delivery unit price of the Tongda department is not as good as that of SF.
A SF courier brother told Burning Finance that compared with the Tongda Department, SF gave them all the conditions are very excellent: on the five social insurance and one gold, there is also a basic salary, the unit price of each single delivery is between 2.1-2.4 yuan, if there is a renewed express delivery (more than 1 kg), the delivery unit price is even more than 2.5 yuan. Their daily delivery orders are about 150 pieces, and this year's double 11 period is around 300 pieces, and their monthly income is nearly twice that of the Tongda Department.
However, the brother also said that although the income is higher than that of the Tongda Department, the degree of labor and service quality paid is also higher, "SF has strict regulations, all express delivery must be delivered to the door for me to sign, strict prohibition on random delivery, and even SF's own express delivery cabinet is not OK." Unless it is the customer's own request, or the second delivery is not available, it can be placed in Fengchao. ”
In addition to price competition, express delivery companies have also engaged in service competition. Zhang Mingming's outlet took the lead in responding to the call of the headquarters and adjusted the assessment standards, such as the fine for the complaint slip rising from 50 yuan to 300 yuan, the same day express delivery, and the upgrade of the positioning monitoring system to combat the false signature of the courier. However, these assessment standards are the embodiment of the company's disguised salary reduction in the eyes of the courier.
Zhang Mingming and other responsible persons of express delivery outlets complained to Burning Finance that the "compliance deduction" of express outlets every month is between 1,000-2,000 yuan, which is basically a punishment that is difficult for couriers to avoid. Now Zhang Mingming's salary has shrunk at a rate visible to the naked eye, from the previous 12,000 yuan to more than 8,000 yuan, and Zhang Mingming has directly called "some of the reductions can not continue to live."
Compared to couriers who are owed wages, the salary cut has become much luckier.
According to times finance, a few months ago, the yuantong site of the express delivery franchise company in Shipai, Guangzhou, went on strike twice because of wage arrears.
In fact, due to unpaid wages and low delivery fees, couriers have frequently left the market. On November 11, according to people, an employee of a Yunda outlet in Baoding, Hebei Province, chose to leave because of wage arrears from the site. At the beginning of September, Hubei Xiaogan Zhongtong Express outlets fell again and again due to the drop in dispatch fees, and employees went on strike en masse. On September 3, best express Nanjing Jiangning express station was forced to stop work without income for three months.
The direct consequence of the competition in the express delivery industry to the end is the continuous decline in the company's net profit. Taking Zhongtong Express, which ranks first in market share, as an example, the financial report shows that in the second quarter of this year, listed companies completed a total of 4.60 billion pieces of express delivery business, an increase of 47.9% year-on-year. In just one year, ZTO's express delivery business increased by more than 2 billion votes, but the profit per ticket fell from 0.44 yuan to 0.32 yuan.
< h1 class="pgc-h-arrow-right" > winner</h1>
Logistics is another leg of e-commerce, and compared with traditional retail, door-to-door delivery is one of the core competitiveness. It can be said that the rapid development of logistics in recent years is that the e-commerce behind them has been pushing them to run.
As early as 2007, Ali began to explore in logistics, Ma Yun personally and Gou taiming invested in Best Logistics, and later Alibaba gradually controlled the controlling interest of Best Express, and in July 2010, Best Logistics also acquired 70% of the equity of Huitong Express. According to the SEC documents, as of June 3, 2020, Alibaba held 142 million shares of Best Group, accounting for 37.2% of Best Class A shares and 33% of Best's total share capital, making it the largest shareholder of Best Group.
In 2009, double 11 debuted, the turnover is only 52 million yuan, but the pressure on logistics is revealed, that year, the logistics system appeared on the explosion, delivery delay problem, since then, with the double 11 turnover is getting bigger and bigger, this problem is becoming more and more prominent.
Photo / Weibo @ Rural Teacher Spokesperson - Jack Ma
In 2010, Alibaba proposed a Taobao logistics plan. In 2011, Alibaba's logistics information management system "Logistics Treasure" was officially launched. "Logistics Treasure" is essentially a logistics information allocation platform, Ali will third-party express delivery, warehousing information access, for Taobao sellers to provide warehousing, delivery, door-to-door pickup and other services. This system can track the use of logistics resources in various places through data analysis, reduce the flow of goods between places, and achieve the purpose of reducing costs and improving efficiency.
In May 2013, Tmall invested 2.15 billion yuan, accounting for 43% of the shares, to establish Cainiao Network Technology Co., Ltd. Ali also brought in the capital of Zhejiang Yintai Group, Shanghai Fosun Group, Yuantong, SF, Zhongtong, Yunda, Shentong and other parties, and the total registered capital of Cainiao Network was 5 billion yuan.
After that, Ali successively completed the investment in the Tongda department. In May 2015, Alibaba joined hands with Yunfeng Fund to invest in YTO, holding about 11% of the shares; in May 2018, Alibaba announced that Ali and Cainiao invested US$1.38 billion in ZTO Express, accounting for about 10% of the shares. On July 2, 2019, Shentong Express announced that Deyin Holdings had transferred its 49% stake in Deyin Derun to Alibaba, and Alibaba paid 46. 600 million yuan. Three of the companies in the "Four Links, One Reach" have received strategic support from Alibaba.
As an Ali express delivery company, Best Express has always been known for its low prices, and the 2014-2019 annual report shows that Best has accumulated losses of about 5 billion yuan in the past 6 years, of which the net loss attributable to the mother in 2017-2019 was 1.228 billion yuan, 508 million yuan and 202 million yuan, respectively.
In the express delivery industry with comparable operating model and homogeneous service, in order to have a competitive advantage, express delivery companies have taken Best Express as a reference object and adjusted the unit price of express delivery to get more e-commerce orders.
In May this year, Best, Shentong, Yuantong and other express delivery companies officially announced that they would appropriately adjust the preferential range of express delivery service prices. And their preferential objects are mainly the company's large customers.
The rise of Pinduoduo has further depressed the price of express delivery. In the first half of this year, Jitu Express, which opened the express logistics market at a low price, took Pinduoduo as the basic disk, not only grabbed the market at a low price, but also dug up outlets and couriers that were connected to the system with conditions higher than the market price. According to all-weather science and technology reports, in July and September this year, the three mountains in the express delivery industry, Yunda, Yuantong and Shentong, all formed a comprehensive ban on the polar rabbit and did not cooperate.
In fact, the competition of express delivery companies is beneficial to merchants and platforms.
Huang Hao said that the daily shipment volume of 5,000 singles, a month of 150,000 singles, a year is 1.8 million singles, each piece of logistics cost from 6 yuan to 3 yuan, a year down the logistics cost can be reduced by 5.4 million yuan, this fund can be fully invested in reproduction, improve the efficiency of the use of funds. Among them, buying traffic from Taobao is the biggest input reproduction.
Industry insiders said, "In fact, there are only two or three giants in the express delivery industry, but under the support of the Ali system, the four links and one reach, every day and so on are living well." These express delivery companies check and balance each other, and they cannot effectively challenge the discourse power of e-commerce. ”
*Captions and some of the accompanying images are from Visual China. At the request of the interviewer, Wang Qi, Zhang Ran, Zhang Mingming, Zhou Bin, etc. in the article are pseudonyms.
Reference: "Five express delivery companies appear "unpaid": low-price war against the express delivery industry", source: China News Weekly.
https://mp.weixin.qq.com/s/AbnVNENf1W9HHry341sROQ
*Disclaimer: In no event shall the information herein or the opinions expressed herein constitute investment advice to any person.