This year's "Double 11" is different from previous years, the major e-commerce platforms have advanced the pre-sale period, shopping spree ahead of time, the courier industry also entered the business peak in advance. Many people are surprised at the speed of delivery of the courier, and even "early in the morning to pay the final payment, the courier arrived in the afternoon". Why can the courier industry withstand this big test? After the new crown pneumonia epidemic, what changes have occurred in the courier industry?
|? "Double 11" big test? The courier industry to accelerate the reshuffle
"Double 11" buy buy, many "tail money people" in social media laughed, "courier brother is not at the door waiting for me to pay for fear that I regret? " "Express delivery is faster than takeout?" "Today's sellers are all neighbors, right?"......
The speed of express delivery has people sighing "beyond imagination."
Lei Zhongnan, CEO of Express 100, a leading domestic express logistics information service provider, believes that this is due to this year's optimization and iteration of the pre-sale plus front warehouse distribution model: consumers pay the pre-sale deposit, the goods have arrived in advance to the nearest warehouse, "standby"; the final payment is paid, the goods are directly from the nearest warehouse for delivery, so there will be a surprising time and speed of delivery. So there will be amazing time and speed of delivery.
Third-party express logistics think tank platform ExpressHub analyst Chen Wuqiang said, after the order to receive the goods in a few hours "miracle", relying on the back of the online shopping carts, orders to offline warehouses, vehicles, couriers, the various data through the interconnection of data is to build the foundation of a modern network! The network of the various nodes in the information should first be connected.
He found that, "at this stage, the interconnection of information of the big e-commerce in the front, but small and micro-merchants, traditional enterprises and the connection of the express network there is still a lot of work to be done".
In Lei's view, technological innovation may bring a turning point to this year's "Double 11", "courier companies do not have to expand capacity to achieve business goals, which also guides them from rapid growth to the trend of smooth operation".
In recent years, China's growing consumer market has allowed the express delivery industry to develop rapidly, with a large number of express delivery companies "recruiting" at the same time, but also led to excess capacity and blind expansion. However, according to Lei Zhongnan observation, if there is no sustained consumption growth, in the "double 11" and the end of the year after the peak season, there will often be excess capacity.
This year, as the shopping cycle is lengthened, the optimization of the pre-sale and front warehouse mode, but also to the entire express industry released a new signal: make full use of existing resources, no longer blindly expand. This year's "double 11" period, the entire express industry "full blood resurrection".
The State Post Bureau recently released on the official website of the 2020 October China Express Development Index report shows that the volume of express delivery business in January-October is expected to exceed 64.1 billion pieces, more than the 2019 annual volume of business, the volume of express delivery business for seven consecutive months of year-on-year increment of more than 1.5 billion pieces. China's express delivery market has improved significantly in terms of development scale, service quality and development trend, and the development capacity is steady and progressive. Especially in October, the volume of express business can maintain high growth, one of the main reasons is the major platforms in advance to run "double 11" season.
Despite the industry to the good, Lei Zhongnan still believe that the courier industry is still in the "reshuffle period". Data show that China's express corporate enterprises amounted to 20,000, including seven listed companies, the number of employees about 4 million people. In the face of China's huge consumer market, the courier industry, "new recruits" are still entering the game one after another.
Earlier this year, the "young" pole rabbit courier from Southeast Asia across the sea, into the Chinese market, just half a year to cover more than 90% of the domestic region. Almost the same period with the pole rabbit officially landed in the Chinese market, Jingdong launched a focus on 3 kilograms of economic courier to join the platform? "Zongmail Express", force e-commerce small business.
Lei Zhongnan predicted that "by the end of this year, there may be a lot of poorly run courier company regional business outlets, or even the company's headquarters to choose to withdraw." He further explained that the "price war" between the courier company led to the continuation of this "vicious competition", "who first can not survive, who will choose to withdraw, or is the price of the choice to turn back! "
What's more, it's not a question of whether or not you're going to be able to get away with it.
"Express industry and other industries are different, it is difficult to price cuts after the price back up: on the one hand, Party A does not allow price increases; on the other hand, consumers have formed a psychological expectation of consumption, it is difficult to change." Lei Zhongnan believes that the "reshuffle period" will be the competitive strength of the weak team out of the game, the remaining capital strength and operational health of the good degree of enterprise will be screened out.
|Integrated into the industrial upgrading? Into the industrial upgrading? Courier industry to develop new infrastructure
While this year's "double 11" so that the courier industry has been praised, but there will still be "burst warehouse" situation, which is a large network promotions after the pain of the industry.
"The courier industry information technology is not high, resulting in problems highlighted, technical docking, operational efficiency, capacity synergies, urban and rural differences have become obstacles." Lei Zhongnan said, information technology "new infrastructure" is imminent, express 100 once took a detour.
Beginning in 2010, the express 100 as a key incubation project of the Kingdee Group, began to enter the field of express logistics information technology. 2015, the formal operation of the company's express 100 began to seek expansion, but then came the business deviation, management imbalance, blind expansion of the line so that the company lost more than 20 million yuan, the pain of trying to Lei Zhongnan and the team to re-examine the company's positioning and track. examine the company's positioning and track.
In 2019, Express 100 began to build an information service platform and capacity synergy platform between enterprises, consumers, and the express delivery industry, and walked out of a unique way of survival. Up to now, Express 100 has reached a system docking with more than 1,000 express and logistics enterprises around the world, and its information service network covers the world, with 150 million individual registered users, 600,000 corporate customers, 8,000 franchised stations, more than 1 million express practitioners, a daily query volume of 300 million, and an annual volume of 800 million parcels sent.
"Focusing on the express logistics industry for 10 years, we have never stopped exploring and transforming, on the one hand, to maintain the advantages of technological innovation and data accumulation, polishing products to meet market demand; on the other hand, it is even more important to integrate into the industrial changes, and contribute to the value of the ever-changing economic environment." In Lei Zhongnan's opinion, after the accelerated "reshuffle" of the express industry, it is a general trend to integrate into industrial upgrading. "Continuously meet the needs of customers and users, and actively drive themselves to expand outside their comfort zones and adapt to the situation."
On May 28 this year, the State Post Bureau meeting pointed out that to enhance the stability and competitiveness of the industrial chain supply chain, to seize the "new infrastructure" major opportunities, focusing on accelerating the cultivation of the industry's data elements of the market, inclusive and prudent development of the new industry. Lei Zhongnan believes that the enterprise logistics services and force sinking market will be the focus of the two, but also the development of the new infrastructure of the big demand.
"Not long ago, we won the bid for Huawei's administrative mail project, this demand is very interesting." In Lei Zhongnan's view, the efficiency of sending and receiving letters, contracts and other objects between employees within a large park or between industrial parks is a microcosm of integrated enterprise logistics. "Enterprise logistics itself to improve efficiency, but also to reduce costs, but also to layout the future development of the industrial Internet, our professional advantages happen to provide such a multi-faceted all-in-one solution."
In Lei Zhongnan's vision, after the system is opened, the enterprise internal delivery, from the beginning of the request to send out can be completed completely with a cell phone, the courier received, the cell phone a key to confirm, and immediately can promote the next step. "After both sides are using the same platform, it can be changed from a single logistics into a production task flow, the platform becomes a connector of the entire business process. In the future, then docking with warehousing, to the direction of production logistics, will eventually become a comprehensive platform for enterprise logistics cloud services."
Express enterprises are not only an important component of the new Internet economy "people, goods, field, transportation", but also the future of industrial upgrading, upstream and downstream synergies "connector", or new infrastructure, double cycle "infrastructure". It is also the "infrastructure" of the new infrastructure and double cycle. Internet commentators Division Xinying that the layout of the courier industry logistics information hub, the global industry chain, especially in China, the supply chain stability also has a positive effect, "can reduce costs and improve efficiency to enhance the competitiveness of enterprises, but also through the big data mining and accurate matching of the market, but also to expand the development of the new economy space. Express information service hub is like a double cycle of arteries and blood vessels, information flow and logistics of effective synergy, in order to make the economic blood smooth and stable operation."
|? How to break the capacity of the township sinking market
A few days ago, Ms. Zheng of the village of Dangyang City, Hubei enjoys the surprise of the "speedy": the morning of November 11th, after paying the final payment of 15 minutes past, the Jingdong courier brother on the doorsteps of the delivery. Jingdong logistics statistics show that during this year's "Double 11" period, the country has 83% of the townships to achieve 24 hours, and in the counties and towns that have been upgraded to 24 hours to the countryside, the growth rate of consumer orders is 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 sinking of the network, in addition to the townships can also realize the minute delivery, but also through the investment in warehousing, the construction of transit sites, the investment of intelligent equipment and encryption of distribution shifts and other initiatives, so that more consumers in the lower urban areas, counties, and the surrounding countryside, to enjoy the " Order before bedtime, wake up to receive goods", "Jingdong Express innovation launched by the rural **** distribution model, in the country more than 700 logistics coverage of higher costs and poorer timeliness of remote townships and cities, the construction of **** the same distribution as the basis of the end of the integrated service station, for the local reduction of logistics and transportation costs, to enhance the countryside user shopping experience. At present, more than 90% of the *** distribution stations have realized the next day delivery time 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 the sinking markets such as cities below the third tier and townships." Lei Zhongnan frankly, e-commerce on the sinking market mining, to the express logistics industry has brought new problems, "a single twenty dollars, how much cost can support the express logistics? The face of the townships much larger than the city, especially at the end of the service, the cost problem is more prominent. Therefore, the end of the intensive **** distribution model, has been the focus of the courier industry to explore".
Chen Wuqiang that China's express brand, each in order to be able to cope with such as "double 11" such as the peak pressure of business, there will be a certain degree of over-allocation of resources in the usual resources can not be fully utilized resulting in waste. Especially in the end of the delivery link, the same line of each brand should be configured to run through the staff, in the amount of goods is not enough when it is very unreasonable. This problem is also evident in rural areas. If the realization of the *** receipt *** distribution, at the same time in the distribution fee to be treated as a special, then the vast rural areas can enjoy the same to the door of the city services, in the express time will be greatly improved.
"This requires the courier industry to have a **** knowledge, together to create an industry-wide, all courier companies common courier collection and dispatch system to solve the urban-rural interface, rural sinking market end of the service problem." Lei Zhongnan said that although the intensive network construction is very difficult to implement, but the express 100 this year in the dispatch system integration, *** collection **** send function this piece of work still do a lot of investment, "through the various courier company interfaces, the interface involved in a variety of interfaces, text message interfaces, signing and receiving the dispatch status interface, and so on."
Lei Zhongnan that the industrial upgrading of the courier business must consider the transformation of the business model, the future in the end, **** enjoy the site, courier, means of transportation and other aspects of the integration is an inevitable trend.
This article comes from the author of the automobile home car family, does not represent the views of the automobile home position.