Tong Yuan, Zhongtong and Shentong successively landed in the capital market, among which Zhongtong was listed in the United States. The listing of Dayun marks the gathering of "Three Links and One Reach" in the capital market, which is out of Tonglu, Zhejiang Province and headquartered in Shanghai. "Three Links and One Reach" occupies half of the express delivery market in China, and is in an absolute dominant position in the e-commerce express delivery market.
It is a milestone for private express delivery enterprises in China to land in the capital market through three links and one access. It shows that the efforts and broad prospects of the express delivery industry have been recognized in many ways, which also means that the express delivery industry in China has stood at a new starting point.
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Following Zhongtong, Dayun and Tong Yuan, Shentong Express also announced that it would adjust the express delivery fee from 20 18 10 10/day, and increase the 0.5 yuan for each order. It should be noted that express delivery companies are facing tremendous pressure from rising operating costs. Previously, the "three links and one access" published semi-annual reports one after another, in which the operating costs increased by 20%-40% year-on-year.
The main customers of "three links and one access" are upstream e-commerce companies, which are sensitive to prices. E-commerce accounts for more than 70% of the business volume of three links and one service. As the downstream of e-commerce, express delivery has weak bargaining power. There will be resistance to the adjustment of the issuance fee, at least it will be difficult to fully promote it.
The adjustment of express delivery price will be the trend, and the price increase will bring many challenges to franchised express delivery enterprises, and the price of some quality services will be given priority and reasonable increase. In addition to the price increase, franchised express delivery enterprises need to strengthen cluster coordination and cluster upgrading, and strengthen the linkage with ecological empowerment platforms such as rookie networks in terms of intelligence to improve service quality.
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Public trust. Com- Four "Three Links and One Reach" Express Companies Gathered in the Capital Market