Private express delivery has set up an electronic mall: logistics melee e-commerce
[China Glass Network] After e-commerce companies such as Taobao and Jingdong Mall extended their tentacles down to the logistics express delivery sector, private express delivery is ready to turn around and prepare to build their own online store.
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Now, e-commerce and logistics express, this pair of co-existing partners and opponents, is playing a show of you, I have your infiltration drama.
Recently, the domestic "three links and one" (Yuantong, Shentong, Zhongtong, Yunda), as well as SF Express and many other private express delivery have revealed plans to get involved in e-commerce, began to deploy self-built electronic mall.
Among them, Yuantong “all-network†will be launched soon in September, and Shentong Electronic Mall will be staged soon in October. From professional division of labor to mutual integration, the e-commerce and express delivery industries are just around the corner.
Prior to this, Taobao began to invest heavily in logistics warehousing and distribution, and Jingdong Mall was financing 1.5 billion US dollars to prepare for the logistics industry.
When “Taobao†has its own logistics base, when “Yuantong†has its own online shopping mall, is it the beginning of splitting the melee, or the opening of the industry Datong?
At present, the development speed of e-commerce is 5-6 times that of logistics express (the annual growth rate of e-commerce is about 300%, and the express delivery is 40%-50%). At present, private express delivery giants mainly rely on e-commerce companies to develop. For express delivery companies, it is reasonable to want to go up. At the same time, logistics express has now become the "short board" of e-commerce. Taobao and Jingdong have to go down, naturally.
The convergence of the two industries is a trend, but from the current stage, the express delivery company is more difficult.
From the express delivery to the e-commerce express delivery industry, it has come up with the trick of "treating its own person with its own way" - self-built electronic mall in Taobao, Jingdong, Fanke and other e-commerce companies announced that they want to build their own logistics, express The industry has come up with a "self-built electronic mall" with the "people's way to cure their own people". This strategy is quietly being transformed from a blueprint to a reality by private express delivery companies such as Yuantong, Shentong, Zhongtong, Yunda and SF.
At present, the preparation work for Yuantong's online shopping mall “Full Network†has been completed, and will be launched soon in September. This e-commerce platform is operated by Yuantong and the National Federation of Industry and Commerce and the publishing house to build a B2P2C platform. After going online, the mall and express delivery can be seamlessly connected. Yuantong said that there are not many details that can be disclosed at this stage.
Also in the confidential preparation of the electronic mall is Shen Tong, its e-commerce platform is being formed in Hangzhou. Informed sources said that Shentong is a big investment, the amount of investment is calculated according to "100 million", the platform can be launched in October, targeting B2C. "Several domestic express delivery companies have come in. What is the express delivery e-commerce? It will be clear at a glance when it comes to the line." Due to trade secrets, the person could not elaborate further.
The few major express delivery companies in his mouth, in addition to Yuantong and Shentong, also have rhyme. Yunda is not only building an e-commerce platform, but is preparing to develop a third-party payment system similar to Alipay. The partner may be a postal savings bank.
In addition, Zhongtong and SF Express also expressed their ideas for entering the field of e-commerce in public.
However, the e-commerce industry is cold-eyed when Yuantong is building its own electronic mall. A person in the marketing department of an e-commerce platform in China said that e-commerce can be launched without a downstream logistics express network. To play B2C, express delivery companies need to work hard from product, marketing to back-end technology. You can sing this show from a website.
Such assertions may be subjective, but there is a factual basis. In fact, the current round of self-built e-commerce boom is not the first test of the express industry. In 2010, China Post had cooperated with TOM Group on “Yuele.comâ€, and B2C business was among them. However, after going online, the results were not satisfactory. Despite relying on the postal network covering every corner of China, in many B2C websites, the postal network has almost no “blister†in the industry.
The huge network, such as China Post, is so difficult to engage in B2C. The above-mentioned e-commerce people said that the difficulties faced by private express delivery companies will be even greater. The current round of self-built hotspots may not necessarily have to be in the e-commerce industry. Substantial instigation.
The year-on-year low of profits in recent years is an important factor for the express company to extend to the upstream of the industrial chain. Xu Yong, the chief consultant of China Express Consulting Network, interprets the “complex†of private express delivery. However, this extension can only be used as a phased attempt and supplement. For the respective markets of express delivery and e-commerce, the future "professionalization" is the only way for both parties to win.
This year, the loss of the express delivery industry is outstanding, and the profits of most express delivery companies will fall below 5%.
From Taobao to the big logistics express delivery companies are not optimistic about the upstream travel of Taobao. On the one hand, e-commerce companies are on the sidelines of private express delivery, while the other e-commerce companies are also carrying out cross-border operations, making great strides in the logistics express . Similarly, express delivery companies are not optimistic about the upstream travel of Taobao.
On April 26, Alibaba signed an agreement with Zhejiang Post Material Flow Co., Ltd., and the two parties will cooperate in logistics, warehousing and distribution to provide international express logistics for Alibaba's AliExpress.com customers. service.
This is one of Alibaba's series of actions in the field of logistics. Previously, Alibaba's Taobao has started the “big logistics planâ€, including Taobao logistics platform, logistics partner system and logistics service standard system.
For a time, the express delivery company is in danger. However, Taobao said that at this stage, it will not involve the courier service that the back end contacts with customers. The logistics treasure service provided by Taobao itself mainly involves the logistics front-end link, which solves the problem of warehousing and delivery for the merchant.
At present, Taobao has set up four distribution centers in Beijing, Shanghai, Shenzhen and Chengdu. At the same time, Taobao will cooperate with third-party logistics to build multiple distribution centers in more than 20 provinces and cities nationwide.
From the trial operation, the daily logistics volume of Taobao has increased from dozens of pieces to about 2,000 pieces. If the progress is smooth, the large logistics plan will also start the collection and payment service, from the integration of logistics information flow to the full integration of the capital flow.
Like Taobao, the extension of the reach to the logistics express industry is Jingdong Mall. This year, Jingdong Mall will continue to increase logistics investment, and at the same time start construction of seven first-level logistics centers and 25 secondary logistics centers.
According to the planning of Jingdong Mall, its recently acquired 1.5 billion US dollars of financing will be invested in logistics and technology research and development projects. In the next three years, it will invest 5 billion to 6 billion yuan for logistics construction. At present, Jingdong Mall has its own logistics projects in Beijing, Shanghai, Chengdu and Wuhan.
At present, the development speed of e-commerce is 5-6 times that of the logistics and express delivery industry. The offline storage and distribution has become a short-board expansion, and self-built logistics is the trend of the times.
Some people engaged in e-commerce said that because the domestic express delivery industry relies to a large extent on the e-commerce market, the difficulty for e-commerce companies to go down is much smaller than that of express delivery companies.