Electricity business giants are rivalry, Tonglu help why become a victim?

If SF and Ali's farce is only the foreplay, Jingdong in a week to challenge the daily express, Yuantong two companies, courier industry court drama has been opened. Once intimate partner, in the contradictions and interests of the contest, did not escape the opponent opposite the outcome.

Jingdong "black" Yuantong, using a more obscure way, that is ranked "three links up to one" of the round is not in the Jingdong express delivery recommended Within the list. In any case, in the power of the platform of the coercion, the courier company is still anxious.

Tonglu help the brilliant

Zhejiang northwest, there is a small town called Tonglu, before the rise of electric business, Tonglu and near Chunan, Lin'an, the ancient Jiangnan scenery, still the customs. "There are thousands of miles, Lu has a diet", once the land and sea transport collection, in the Internet era had the honor of China's express delivery.

The story is that Nie Tengfei, Zhan Yisheng in 1993 both resign from the factory, founded the later "STO Express", became the first private franchise to join the courier business. In the wave of complex interpersonal relationships and entrepreneurship, Shen Tong, Yuantong, rhyme, in the pass, Huitong, every day express, and has been renamed the country through the CCES, behind the absence of Tonglu nationality entrepreneur figure , Tonglu help to occupy the Chinese express industry half of the country.

Tonglu help glory in 2015 reached its peak. Shen Tong Express price of 16.9 billion yuan backdoor listing, and soon after, Yuantong valuation of 17.5 billion, rhyme valuation of 18 billion, the courier is landing in the United States NYSE, Alibaba after the Chinese enterprises in the United States the largest IPO. In one after another wealth feast came out at the same time, Tonglu help to create hundreds of billionaires, there are good people will express the complex relationship between the public relations made public.

Electricity business giants are rivalry, Tonglu help why become a victim?

Jiangsu and Zhejiang people are very hard, very bold. In the call of Ma, countless people to join the electricity industry, Hangzhou, China's electricity to become the city, and now most of these people have been worth 10 million, take the first wave of electricity to enjoy the dividend. Tonglu people choose another way to do the logistics business to solve the problem of logistics, the fact that this is a smart move, at least most of the Amoy brand in the market value is difficult to "three links up to" the volume.

Data show that from 2011 to 2016, the courier industry continued more than 50% growth blowout, of which 2016 China's delivery volume exceeded 30 billion, per capita courier spending 287.4 yuan, a huge market dividend, the final courier Enterprises wave after wave of IPO.

However, in Tonglu to help the complex relationship between the map, hiding a courier industry, a unspoken rules, every time the entrepreneurial look do not seem effortless, good school barbarian signs of growth. The reason is that Tonglu help courier company always adhere to the "join + Direct" market expansion strategy, a franchisee, two franchisees, outlets, a level of the lower berth, the benefits of doing so, you can In a very short period of time to complete the coverage of the market, including five or six lines of the city, and even the township market, but also planted a hidden disease.

Make a hero

Tonglu help the sharing of China's electricity industry is not devoid of the ubiquitous logistics network is an example. Taobao double 11 shopping carnival, for example, from 50 million yuan in 2009, sales to 2016 billion in 120.7 billion, before and after 2400 times the growth of downstream courier companies contributed

The hero of the times, but when the world changed, the heroes and the security where? Tonglu help from the rise of the rise of electricity, Tonglu help helpless also due to the transformation of electricity business. Fortunately, Ali is not a forgotten person, in the transformation of electricity providers have also been to Tonglu to help new opportunities, at least it seems like this.

In 2013, Alibaba, Yintai joint Fosun, SF, a three-day set up a rookie logistics, the goal is to create an open social logistics platform in any part of the country can do 24 hours. In a very long period of time, rookie logistics has been tepid, but from 2016 onwards, the outside world began to read the intention of Ma.

Ali began in the domestic large-scale construction of warehousing logistics center, and gradually evolved into a public distribution center, to create an integrated warehouse and transport network. Perhaps the original intention of rookie logistics is to integrate resources to make up for the lack of Ali in the logistics services, but when Ali control the right to choose the logistics business, and their own business warehouse storage and logistics services, Tonglu help courier companies completely reduced to One home "run errands" business.

When Ma Yun in the cloud of the General Assembly on the new retail when the golden age of electricity is already a past. Prior to this, the electricity business platform and express business division of the clear, electricity business platform mainly into the online, courier companies are responsible for offline logistics, but with the online line integration, this balance has ceased to exist.

Jingdong is an example, from the beginning of 2009 has invested tens of billions of self-built logistics, and recently set up a logistics subsidiary. Liu Qiangdong even boasted that the future of China's logistics industry will be a major Jingdong, and become an important profit direction Jingdong. Facts have also proved that Liu Qiang East emboldened, from the regional logistics center to the city two treasury and then to all sub-network outlets, is entirely self-employed routines.

Prior to the Jingdong logistics is also limited to Jingdong self, but now Jingdong already this part of the resources open to third-party businesses, has been a sign of capacity surplus. And this warm boiled frog expansion of the third-party courier company is fatal, as Liu Qiangdong goal, Jingdong is bound to take a more radical expansion strategy, the most direct way is to eliminate one by one weak competitors, cutting To more market stock and incremental, also staged the beginning of the scene.

In contrast Tonglu help it, joined the model to bring the problem began to focus on the outbreak, had to rectify the hemostasis, but competitors are all the way bolted. Even more frightening is that rookie logistics also need to electric business on the downstream to hold more voice and control, after a relatively fair partnership has been drifting away.

Terrible team

Ma is Hangzhou, Liu Qiang East is Suqian people, based on geographical distance, Tonglu help team Ali seems nothing wrong, not to mention the growth of Jingdong only two years of things. In many cases, the team is a kind of self-protection, but also a chronic suicide.

A set of facts, the user on the electricity business platform, loyalty to a single brand, but unspeakable loyalty to the courier company, unless it is the kind of quality and service to win the exception. Of course, the courier companies there is another value, that is, between the giant data dispute.

Shun Feng blocked rookie has exposed the data of the clues, Shun Feng accused rookie call too much user data, and rookie is anti-Shun Feng call too much third-party data. Similar to the Jingdong daily delivery of the ban, although it is the reason for the last bit out. Earlier this year, Suning Yun merchants wholly acquisitions every day express delivery, and Suning has also been Jingdong as the most important competitors, based on this layer of reason, Jingdong in order to protect their own user data and block every day courier seems to be able to explain the pass.

Perhaps the data dispute is also the courier companies once again choose the opportunity to stand. Electricity business platform are embracing new retail, also need more comprehensive logistics services, Tonglu help or you can choose "one-sided" approach, open their own data to the giant, and from the giant where in exchange for more user data, such as logistics Business, to the financial, O2O, value-added services such as more extended direction, of course, this is only the worst plan.

In addition, every day courier seems to help courier companies to provide another way out, since the electricity business platform for the ambitions of the logistics, Shunyi also down for the win-win cooperation program. Almost all of the electricity business giants are trying to large data, artificial intelligence to achieve the traditional courier industry transformation and optimization, inevitably need to share the whole industry data and docking, in some courier companies suspected of this situation , Do not rule out the acquisition of a number of electricity providers a courier company, in the data and services do not fake people in the possible.

Finally, in the game with the Jingdong injury Yuantong, has begun to arouse the vigilance of peers to deal with this war, perhaps this will be Tonglu to help a few counterattack opportunities. The difference is that most of the Tonglu help courier companies have been listed, or walk on the road to the market, need to be responsible for investors, but also need to give the board a statement. Have you ever been able to overcome business interests? The answer is still unknown.