Under normal circumstances, the impact on the industry giant SF is not great so far, because we all know that SF has developed to a certain scale today. For example, SF has more than 10 dedicated express planes, which are unmatched by many small express companies or even large express companies. Their market share has reached an unshakable position. Even if Alibaba acquires Dayun Express, it will not pose any threat to SF Express in the short term. Therefore, I

1, docking with its own online mall.

We all know that Alibaba started from Alibaba's online mall, such as Alibaba Wholesale Network, Taobao.com, Tmall Mall, etc. Now, all these omniscient online giants are owned by Alibaba, but before that, there was no express delivery company under Alibaba's banner, so I think the most important and fundamental reason for Alibaba is to acquire a express delivery company to connect with its online mall.

2, more convenient management

In addition to docking with its own online mall, I personally think it will be more convenient for Alibaba to acquire a courier company. For example, they can easily let the courier company only serve their online mall, and they can easily manage all kinds of docking affairs between the online mall and the courier company, which will save a lot of manpower, material resources and financial resources in management, and even greatly reduce the management difficulty.

3. General trend

Although the express delivery industry has been particularly developed so far, even in the eyes of ordinary people, we all know that Alibaba has a particularly powerful ability besides being an online mall, that is, big data analysis. Their Alibaba Cloud is the top three super giants in the world. Such a powerful big data analysis company can easily judge the future trend of an industry, so I think Alibaba may have discovered that the express delivery industry is still making progress, so it acquired a company.