|? "Double 1 1" exam? Express industry speeds up shuffling
After "Shuang 1 1" was bought by buy buy, many "tail money" laughed on social media. "Is the courier waiting for me to pay at the door, afraid that I will regret it?" "Express delivery is faster than takeaway?" "Today's sellers are all neighbors" ...
The speed of express delivery makes people sigh "beyond imagination"
Lei Zhongnan, CEO of Express100, a leading domestic express logistics information service provider, believes that this is due to the optimization iteration of the pre-sale plus pre-warehouse distribution model this year: after consumers pay the pre-sale deposit, the goods have arrived at the nearest warehouse in advance "on standby"; After the final payment is paid, it will be delivered directly from the nearest warehouse, which will have surprising timeliness and delivery speed.
Chen Wuqiang, an analyst at ExpressHub, a third-party express logistics think tank, said that the "miracle" of receiving goods one hour after placing an order depends on the opening of online shopping carts. The interconnection of orders to offline warehouses, vehicles and couriers is the basis for building a modern network. The information of each node in the network must be connected first.
He found that "at this stage, the interconnection of large e-commerce information is ahead, but there is still a lot of work to be done to connect small and micro businesses, traditional enterprises and express delivery networks."
In Lei Zhongnan's view, technological innovation may bring a turning point to this year's "double 1 1". "Express delivery companies can achieve their business goals without expanding their capacity, which also leads to their rapid growth and stable operation."
In recent years, the growing consumer market in China has made the express delivery industry develop rapidly. While recruiting, a large number of express delivery companies have also led to excess capacity and blind expansion. However, according to Lei Zhongnan's observation, if there is no sustained consumption growth, overcapacity will often occur after the "double 1 1" and the peak season at the end of the year.
This year, with the extension of the shopping cycle, the optimization of the pre-sale plus pre-warehouse model has also released a brand-new signal to the entire express delivery industry: make full use of existing resources and stop blind expansion. During this year's "double 1 1" period, the whole express delivery industry was "full of blood".
According to the report of China Express Development Index released by the State Post Bureau in official website recently, the express delivery business volume in June is expected to exceed 64 1 100 million pieces, exceeding the annual business volume of 20 19, and the express delivery business volume has increased1500 million pieces for seven consecutive months. China's express delivery market has obviously improved in terms of development scale, service quality and development trend, and its development ability has progressed steadily. Especially in 10, one of the main reasons for the rapid growth of express delivery business is that the major platforms rushed to the beach in advance for the "double 1 1" peak season.
Although the industry is improving, Lei Zhongnan still believes that the express delivery industry is still in the "reshuffle period". According to statistics, there are currently 20,000 express corporate enterprises in China, including 7 listed companies with about 4 million employees. Facing the huge domestic consumer market, the "new recruits" in the express delivery industry are still entering the market one after another.
At the beginning of this year, the "young" polar rabbit courier crossed the ocean from Southeast Asia and entered the China market, covering more than 90% of the domestic area in just half a year. Almost at the same time that Polar Rabbit officially landed in the China market, JD.COM launched a platform for joining economic express trains with a focus on less than 3kg? "Mass Mail Express" to develop small business of e-commerce.
Lei Zhongnan predicted that "by the end of this year, there may be many regional outlets of poorly managed express delivery companies, and even the company headquarters chooses to quit". He further explained that the "price war" between express delivery companies led to the continuation of this "vicious competition". "Whoever can't stand it first will choose to quit or choose the price to go back."
"The express delivery industry is different from other industries, and it is difficult for prices to rise after price reduction: on the one hand, Party A is not allowed to raise prices; On the other hand, consumers have formed psychological expectations of consumption, which is difficult to change. " Lei Zhongnan believes that the "reshuffle period" will eliminate teams with weak competitive strength, and the remaining enterprises with better capital strength and healthy operation will be screened out.
|? Integrate into industrial upgrading? Express industry vigorously builds new infrastructure.
Although this year's "double 1 1" has won praise for the express delivery industry, there will still be "explosive positions", which is the pain of the industry after large-scale online promotion.
"The low degree of informatization in the express delivery industry has led to outstanding problems, and technical docking, operational efficiency, capacity coordination, and urban-rural differences have all become obstacles." Lei Zhongnan said that there was an urgent need for "new infrastructure" for informationization, and Express 100 took a detour.
From 20 10, express delivery 100, as the key incubation project of Kingdee Group, began to enter the field of express logistics informatization. In 20 15, the officially corporatized express 100 began to seek expansion. However, it is followed by business deviation and management imbalance. Blind offline expansion caused the company to lose more than 20 million. After a painful attempt, Lei Zhongnan and the team re-examined the positioning and trajectory of the company.
In 20 19, express 100 began to build an information service platform and a capacity cooperation platform among enterprises, consumers and express delivery industries, and embarked on a unique way of survival. Up to now, Express 100 has reached system connection with more than 0/000 express logistics enterprises around the world, and the information service network covers the whole world, with 654.38+500 million registered users, 600,000 corporate customers, 8,000 joining post stations, more than1000,000 express employees, 300 million daily inquiries and 800 million packages delivered annually.
"Focus on the express logistics industry 10 years, and we have never stopped exploring and changing. On the one hand, it maintains the advantages of technological innovation and data accumulation, and polishes products that meet market demand; On the other hand, it is necessary to integrate into industrial transformation and contribute value in the ever-changing economic environment. " In Lei Zhongnan's view, after the express delivery industry accelerates the "reshuffle", it is the general trend to integrate into industrial upgrading. "Constantly meet the needs of customers and users, actively drive yourself to expand beyond the comfort zone and adapt to the situation".
On May 28th this year, the meeting of the State Post Bureau pointed out that it is necessary to improve the stability and competitiveness of the industrial chain supply chain, seize the great opportunity of "new infrastructure", focus on accelerating the cultivation of the industry data factor market, and develop new formats with tolerance and prudence. Lei Zhongnan believes that enterprise logistics services and efforts to sink the market will be two key points, which are also the big demand for the development of new infrastructure.
"Not long ago, we won the bid for Huawei's administrative mailing project, and this demand is very interesting." In Lei Zhongnan's view, the efficiency of sending and receiving letters, contracts and other objects between employees in a large park or between industrial parks is a microcosm of enterprise integrated logistics. "Enterprise logistics itself should improve efficiency, reduce costs and lay out the future development of industrial Internet. Our professional advantages can just provide such a multi-integrated solution. "
In Lei Zhongnan's vision, after the system is connected, the delivery within the enterprise can be completely completed by the mobile phone from the time the request is sent. After the courier is received, the mobile phone can confirm with one button, and the next step can be immediately promoted. "After both parties use the same platform, they can change from a single logistics to a production task flow, and the platform becomes the connector of the whole business process. In the future, it will connect with warehousing, make efforts in the direction of production logistics, and eventually become a comprehensive platform for enterprise logistics cloud services. "
Express delivery enterprises are not only an important part of "people, goods, market and transportation" in the new Internet economy, but also a "connector" for future industrial upgrading and upstream and downstream cooperation, and a "infrastructure" for new infrastructure and dual circulation. Si Xin, an Internet commentator, believes that the layout of logistics information hub in express delivery industry has a positive effect on the stability and smoothness of industrial chain and supply chain in the world, especially in China. "It can not only reduce costs, improve efficiency and enhance the competitiveness of enterprises, but also accurately match the market through big data mining and expand the space for new economic development. The express information service hub is like a double-cycle artery. The effective coordination of information flow and logistics can make the economic blood run smoothly. "
|? How to break the sinking ability of township market
A few days ago, Ms. Zheng from Baling Village, dangyang city, Yichang, Hubei Province enjoyed the surprise of "Jisuda":11. Just five minutes after paying the final payment/kloc-0 in the morning, JD.com Express delivered the goods to your door. According to the statistics of Jingdong Logistics, during the period of "double 1 1" this year, 83% of the towns and villages in China achieved 24-hour delivery, while in the counties and villages upgraded to 24-hour delivery, the growth rate of consumption was significantly higher than the national average growth rate.
In this regard, Wu Xiongbin, product director of Jingdong Logistics Express Products Department, said that in recent years, Jingdong Express has been accelerating the network sinking. In addition to towns and villages, it can also achieve minute-level distribution. Through measures such as warehousing investment, transit site construction, intelligent equipment investment, and encrypted distribution shifts, more consumers in low-tier cities, counties and surrounding villages can enjoy "ordering before going to bed and waking up to receive goods". "Jingdong Express's innovative rural * * * distribution model has built terminal comprehensive service stations based on * * * distribution in more than 700 remote township areas with high logistics coverage cost and poor timeliness, reducing logistics transportation costs and improving the shopping experience of rural users. At present, more than 90% of * * * distribution stations have reached the next day's limit. "
"The express delivery business in first-and second-tier cities has been highly developed, but there is still a lot of room for development in sinking markets such as towns below the third line." Lei Zhongnan said frankly that the excavation of the sinking market by e-commerce has brought new problems to the express logistics industry. "How much can a single 20 yuan support express logistics? In the face of towns and villages much larger than cities, especially in terminal services, the cost problem is more prominent. Therefore, the terminal intensive matching mode has always been the focus of the express delivery industry. "
Chen Wuqiang believes that there are many domestic express delivery brands. In order to cope with the peak pressure of "double 1 1", each company will have a certain over-allocation of resources, which will lead to waste in peacetime. Especially in the terminal delivery link, every brand in the same line must be equipped with personnel to run once, which is very unreasonable in the case of insufficient supply. This problem is also obvious in rural areas. If * * * and * * are given special treatment in payment at the same time, then the vast rural areas can also enjoy the same door-to-door service as cities, and the time limit for express delivery will be greatly improved.
"This requires the express delivery industry to have * * * knowledge, and Qi Xin will work together to build a common express delivery system for all express delivery companies in the whole industry to solve the terminal service problem in the urban-rural junction and the rural sinking market." Lei Zhongnan said that although the implementation of intensive network construction is very difficult, Express 100 has invested a lot in the integration of dispatching system and the function of * * * *. "Getting through the interfaces of various courier companies involves many interfaces, such as SMS interface, receiving and sending status interface, etc." .
Lei Zhongnan believes that industrial upgrading makes express delivery enterprises have to consider the transformation of business model, and the integration of terminals, * * * * enjoyment sites, couriers and means of transportation is an inevitable trend in the future.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.