Merchants are miserable because of the suspension of express delivery, and all platforms are taking action. Because the express delivery is suspended, the merchants do not deliver the goods, and sometimes they will face the pressure of platform fines. In order to reduce the burden on merchants, many platforms have adjusted the payment rules. Merchants suffer from the suspension of express delivery, and various platforms have taken shots.
Merchants are miserable because the express delivery stops. The furthest distance in the world is that I am in a safe area, but my courier is stuck in an epidemic area. Due to repeated outbreaks, express delivery has become a stumbling block for consumers to "pick up their hands" online.
There is no updated logistics information, logistics packages that are parked on the road forever, and notices of delayed delivery on e-commerce platforms ... these have become crazy points on the Internet.
However, compared with the pain that consumers can't wait for express delivery, businesses that can repeatedly swing between sending and not sending are more painful. After all, consumers can't wait for express delivery, which will only lower their expectations for this product, while businesses can't deliver it, which will bring huge economic losses. They are miserable.
In order to save the merchants in trouble, the e-commerce platform has also introduced many measures to minimize the economic losses of the merchants.
For example, Tik Tok e-commerce, together with JD.COM and Zhongtong, launched the "epidemic express" policy. It is reported that at present, Jingdong Logistics and Zhongtong have become logistics support partners of Tik Tok epidemic, and promised to provide guaranteed logistics performance services for merchants from March 19 to April 30, 2022.
Vipshop has also issued a series of policies to fully protect the interests of businesses and consumers. It is reported that Vipshop has launched a number of policies this time. For consumers, during the epidemic, in addition to normal express delivery, online shopping is also very important in terms of safety. Therefore, in addition to delivery guarantee and collection guarantee, Vipshop will also carry out in-depth cooperation with SF, and SF will do a good job in disinfection of "people", "cars", "goods" and "fields" to ensure the safety of parcels.
At the same time, SF itself has done a good job in epidemic prevention and control, and has also established epidemic prevention mechanisms and measures covering the whole process of warehousing, sorting, transportation and distribution.
In addition, due to the suspension of express delivery in some areas, returning goods has become the most worrying thing for consumers. After all, the platform stipulates that it can only be returned within 7 days for no reason. To this end, Vipshop will extend the time limit for returning goods, and consumers only need to wait for the epidemic to be lifted and send it back within 5 days.
For merchants, the most worrying thing is that non-delivery will affect the delivery assessment. Therefore, after March 2 1, Vipshop will delay the delivery assessment of the merchants affected by the epidemic, which will largely solve the concerns of the merchants.
Now the epidemic may occur in a small area at any time. In the face of the epidemic, it is inevitable that the express delivery will be stopped. Not only the e-commerce industry, but all walks of life are in turmoil. What we can do is to face it positively, just as the e-commerce platform has introduced corresponding policies to minimize losses as much as possible.
The express delivery was suspended, and the merchants were miserable. Since March, the epidemic situation has been repeated in many parts of the country, and the spread of express delivery stoppage and delay has been expanding. As of March 28, according to the latest stop area announced by the express company outlets, there are more than 2,000 stop outlets in various places. At the same time, the e-commerce platform also experienced a backlog of orders and suspension of delivery.
Ms. Xu, a citizen of Guangzhou, told the reporter that because the delivery place was in the epidemic prevention and control area, the clothes and bags she ordered on an e-commerce platform half a month ago could not be delivered now, so she could only communicate with the merchants to choose a refund.
The decline in the volume caused by rejection is directly reflected in the decline in the share price of the courier company. Since March, 15 of the 9 stocks in the logistics sector have fallen. Among them, SF Holdings fell by 26%, leading the decline. Followed by Dayun, the decline rate is 13%. The declines in Shentong and Tong Yuan ranged from 6% to 8%.
Some insiders pointed out that with the easing of the subsequent epidemic, the medium and long-term performance of express listed companies is still worth looking forward to.
The downturn in the express delivery industry first affects e-commerce platform merchants. Some merchants said that at present, basically every province has stopped sending in some areas, and Beijing, Shanghai and Shenzhen are the most affected.
Mr. Wang, an e-commerce platform merchant: The sales volume of our store dropped by about 50% compared with the same period of last year, and there was no epidemic in many places when it was delivered, and there was an epidemic at the destination of the package when it was transported, resulting in a backlog of packages.
Because the express delivery is stopped, the merchants will not deliver the goods, and sometimes they will face the pressure of platform fines. In order to reduce the burden on merchants, many platforms have adjusted the payment rules.
Customer service of an e-commerce platform: If your order promises that the delivery time will be after 0: 00 on March 2, 2022, the platform will suspend the payment for delayed delivery.
Customer service of an e-commerce platform: You can provide a screenshot of official website epidemic or a logistics red stamp to prove that the logistics cannot be delivered due to the epidemic. If we verify that these two coupons are in high-risk areas, we are exempt from liability.
Consumers are also reminded that if the online shopping goods are urgently needed items such as medicines, they can contact the merchants to consult the specific delivery situation or find the stop delivery area in the store announcement before purchasing.
The express delivery was suspended, and the merchants were miserable. Since the platform was launched three months ago, in order to cooperate with the prevention and control of the epidemic, many express outlets have suspended sending and receiving express delivery.
When outlets press the "pause button", the performance pressure of express delivery companies is even greater, especially the leading SF Express.
On March 9, a SF Express transit employee in Yuhang District of Hangzhou was diagnosed. Subsequently, from March 10 to March 13, there were 48 newly confirmed local cases in Hangzhou, all working in the transit area.
In order to cooperate with the investigation and prevention, most outlets of Hangzhou SF were temporarily closed and have not fully returned to normal.
On March 25th, SF applet tried to send mail to Hangzhou, and tried to switch several urban addresses, including Gongshu, West Lake, Yuhang, Xiaoshan and Fuyang. The system displays "Delivery service is temporarily unavailable." From Zhongtong and Tongyuan applet, the above areas can place orders and deliver goods normally.
It was learned from SF that after the incident, SF has strengthened the killing of outlets and express delivery. At present, Hangzhou outlets are ready to resume, and the backlog of express mail will be delivered one after another.
In fact, in addition to Hangzhou, SF's outlets in eight prefecture-level cities such as Jinhua and Jiaxing in Zhejiang Province, as well as Shanghai, Shenzhen and Jilin outside the province, have stopped operating.
According to the form obtained by netizens from SF, as of March 2 1 day, SF had more than 3,000 restricted outlets, and the restricted areas involved Zhejiang, Shandong and Liaoning provinces.
The reporter asked SF for verification, and the other party said "I don't know" the specific number of outages. By the first half of 2002 1, the number of self-operated express outlets of SF Express reached 2110,000. If the data of the above 3000 outlets are true, it means that about 1/7 outlets are shut down.
Another SF franchisee told reporters that SF's express brand "Shunxin Jetta" also experienced a large-scale outage. As of March 23, the outage area involved 22 provinces. "The distribution station can't operate normally, and the terminal distribution outlets can't deliver."
This "cold spring" has spread to the whole industry, and SF colleagues have a hard time.
Take Tongda Department's "Big Brother" Zhongtong as an example. Its official applet informed that Changzhou, Jiangsu Province was temporarily suspended, and the delivery time in Shandong, Shanghai and Jilin was delayed. However, some merchants reported that there were nearly 3,000 outlets where Zhongtong suspended distribution recently.
Tong Yuan Express announced that due to the serious epidemic situation in many places across the country, from March 20, the whole network will cover 9 outlets in Fujian Province, 4 outlets in Gansu Province, 24 outlets in Dongguan City, 29 outlets in Hebei Province, Jiangsu Province 1 1 outlet, 7 outlets in Liaoning Province, 6 outlets in Shandong Province1outlet and 38 outlets in Shaanxi Province.
Express outage affects e-commerce
The reporter learned from an e-commerce seller that as of March 23, the express delivery area of Tik Tok platform has increased to more than 240, involving 26 provinces.
A toy dealer told reporters that he usually cooperated with Zhongtong and Tong Yuan, but now the sales volume is less than 40% of the usual level because the order can't be sent out.
According to the data, there are 206 express restricted areas in Tik Tok, and there are currently more than 1 0,000 logistics outlets in the country that cannot receive express delivery. It can be said that half of the express delivery in China is mired in the quagmire of suspension.
Some netizens said: "It is more difficult to buy things by express now than to go to the Western Heaven to learn from them." Others said, "What is the situation now? Can you send it, can you return it, can you receive it? " Some time ago, a news even rushed to the hot search. More than 20 courier brothers rummaged through the courier pile for more than three hours, just to find life-saving drugs for leukemia patients. Although life-saving drugs were finally delivered to consumers, it actually reflected the plight of thousands of consumers in Qian Qian who could not get express delivery.
The suspension of express delivery affects not only consumers, but also businesses. A shopkeeper who opened a shop in Taobao said: "I used to pay attention to the price of express delivery. What I care about now is which area can deliver goods and which area can't. Even if it can be delivered, it depends on which areas the courier will pass. If the courier stops halfway, the user can't receive it, we can't sell it back, and we have to compensate the user. "
Yang Yang, who runs health products in Taobao and Pinduoduo, has recently experienced similar troubles. "Nearly half of the orders can't be delivered or refunded every day."
However, in this epidemic "war", the fresh merchants are the hardest hit. A number of fresh merchants confirmed this to the pat on the loan.
Wang An, a merchant who sells seafood in Tik Tok Tmall, believes that the epidemic situation is basically a "devastating blow" to fresh products, especially the express delivery that needs cold chain distribution. Once the logistics is stranded, the money and goods are empty, and the courier fee has to be paid. "We would rather be delayed by the platform than make an invoice."
Wang An said that part of the reason for not daring to deliver the goods is that "customers are afraid to take the parts". "The customer said that the courier arrived at the station. No one sent it during the epidemic, and the customer did not dare to take it. He can only contact us for a refund. "
High cost, packaging and paper mills go against the trend.
Although the downstream industries that need paper packaging have stopped or slowed down, the packaging and paper mills have not stopped the pace of price increase. Affected by the epidemic, many paper mills are seriously short of waste paper, and waste paper is rising. In addition, the cost of wood pulp, coal, starch, chemicals and other accessories soared rapidly, and various cost pressures forced paper mills to raise prices.
According to the tracking of the packaging industry alliance, the order growth that lasted for five weeks after the Spring Festival also stalled after the recent outbreak. Many factories have raw materials that can't be shipped in, some raw materials can't be produced, and the products produced can't be delivered in time, which has high operating costs. In this context of paper price increase, the price increase of downstream cardboard and cartons is almost inevitable.