How the logistics people look at China join the express delivery of the moment and the future

Through the macro to see the details, through now look at the future, on China Express, the whole industry, showing what the status quo? What do you think about the future?

By the internationally renowned investment Morgan Stanley, logistics refers to the news, Hansen Business School co-sponsored this summer invite you to jointly look at China's joining system courier companies, joined the status of the network and the future!

How the logistics people look at China join the express delivery of the moment and the future

1, 2016, collective listing, changing circumstances

A depth of industry research, inseparable from a surging industry!

In 2016, in the "Internet +" become a commercial, industry standard, the Chinese express delivery field can be described as surging, listing, mergers and acquisitions, transformation, upgrading, series of industry events endless, become the industry's hottest segments of the field!

2016 national express delivery volume of over 30 billion, Ma is proposed daily average of 1 billion parcel era will soon come; 2016 double eleven days cat turnover exceeded 120 billion yuan, the past few years the major courier companies Dot bursts are rarely appear, we are concerned about, talking about more large data, new technology, supply chain optimization level.

2016 at the beginning of the year, a second-line mainstream cities have for the last one km link to take "ban on electricity limit" measures, "courier was playing the event" more cause the whole society attention, SF Feng Wang personally out of propaganda, "three links up to" And other enterprises have come forward, highlighting the community on the express industry and practitioners respect for the lack of; increase the implementation of the camp, in essence, the cost of logistics and delivery companies do not fall instead of the original low-profit companies in the field of worse.

2016, a large number of capital crazy poured into the field of courier, "three links one up", Shun Feng have IPO, charisma, excellent speed, the whole peak, fast, national pass, every day and other second-line courier companies have access to a new round of huge financing ; Lingdan Express and express the border more and more blurred, cross-border, security courier vacated out.

City area, the last one kilometer, Shun Feng, Debon, home delivery, "three links one up" have layout, test the water to provide real-time service, try to do business; Jingdong logistics comprehensive social opening, expressly see a hidden area New impact force.

Rookie, Jingdong, Suning, Shun Feng and other enterprises have to build intelligent technology experimental center, a technology, such as the use of science and technology, The arms race is about to open! China's logistics and delivery areas are moving toward the new direction of reshuffle integration.

Two, 2017, the trend refers to the prosperity behind

In 2017, "new retail, shared economy" has become a new direction in business trends, "three links one", SF and other Chinese private courier companies into the first year of collective listing. Germany to be IPO, Hundred Days Huitong to the US market, Suning acquisition every day express delivery, full peak courier into the CYTS ... ... listed, mergers and acquisitions and competition to become a new normal industry.

But in the enterprise collective market prosperity behind the more prominent highlights of the current issue of China's express delivery, especially in the franchise courier companies who are more prominent; 2017 years so far, the major joining system Express crisis: electricity crush, staff strikes, Network points stagnation into the mountains, outlets loss, to fine escrow, arrears of wages, send money and a series of problems, join the system under the express delivery network in the capital, the media off the lights under the infinite amplification.

Ma in the May 22 global wisdom logistics conference in front of the audience, "three links one" and other courier business executives said: "China Express no transition, do not play with you."

Huang Gang teacher in the [2017, China Express War] article is a direct hit the current industry 10 pain points:

1. Facing the growth rate of electricity business slowdown, express delivery crisis;

2. Network operating crisis, the end of the network more and more difficult to profit;

3. Express business is multi-platform eroded;

4. The rise of new retail, the future of the business may not have a little relationship with the courier;

5. Difficult to transition, will not operate new business, corporate genes are fatal injuries;

6. have data, play bad data, dry stare;

7. Express business users to play information and data, and ultimately worth the candle;

8. Internal exchange transfusion is difficult, talent determines the future fate of the enterprise;

9. Express terminal platform, not transition and other dead, exhausted;

10. future, Ma, Liu Qiang East may not and your traditional courier play!

New retail drivers, the brand more attention to the whole channel supply chain management, ahead of stocking, factory direct delivery to the target city, in 2016 double 11 has been widely used; in order to grab business traffic, end vicious competition has entered the white; Stability issues are infinitely enlarged, Liu Qiang East express delivery staff five insurance a gold problem, the city immediately with (take away, run errands business) temptation.

In the past, the era of population-intensive population is about to become history, intelligent Internet technology era is approaching, unmanned aerial vehicles, unmanned distribution vehicles will play a more important role in the future, Ma on May 22 put forward the "future The logistics company is a fashion, technology companies.

The major express delivery companies are "integrated logistics service providers," the direction of development, under the help of capital, iterative change, to develop new business, test the new water business, but the current success is only SF only!

Transformation, breakout and breakout will be the next major express business to explore the key!

Third, the industry changes, we need to look to the future

Return to China to join the express delivery business of the moment and the future of thinking, we have to say "joining system model" exists in the world out of the path of Chinese characteristics.

Compared with Europe and the United States, Japan's logistics and express business are all straightforward mode, the quality, service, timeliness has strict control, and in the field of China's express delivery, direct mode is only SF, Debon, postal, half of the domestic express "Three links one" and other courier companies to occupy; joining system model to "three links up to", security, excellent speed and other enterprises to light assets, rapid expansion of network capacity.

But through the development of the industry for 2 years, consumers, brands on the quality, service highly recognized, joined the system to join the headquarters of the terminal to control the lack of capacity, frequent outlets strike, payroll, exposure was fine, Problem; corporate headquarters how to re-network network, to improve the network of scalability to join the end worthy of the depth of discussion.

And as a courier business to join the network of the person in charge, joined the boss, although the franchisee, but the essence is to entrepreneurs mentality to business enterprises, outlets, face the industry to further profitability, business volume was taken away by other new platforms, headquarters To punish the escrow, through the payment of parts to adjust the cost of sending points to pay, from the financial revenue as a whole to earn less than the past, the lack of regional business support to join the network to face the headquarters is no bargaining power Most of them are in a passive state, the headquarters to get a lot of capital, all rooted with the end to join the network point of no relationship!

This is why the new retail after the outbreak of a lot of franchise outlets are trying to water farmers new retail, do new business, and my heart is no longer want to rely on courier to make money, and in the past by the logistics Express delivery of the difficulty of getting rich has been very difficult! Faced with the irresistible new retail, order mode, logistics supply chain, express traffic volume has changed dramatically, joining the network transformation and upgrading has been to the choice of life and death, innovation and innovation is imperative!