What is the concept of 500 million?
If Best Express takes out the money, maybe the company will go bankrupt directly. The company's net profit in the first half of the year was only 65,438+065,438+0 million. How many years will it take for Baishi to earn it back? 25 years! Even Zhongtong, the most profitable of the four links and one reach, will take two months to earn back, while for SF, 500 million is less than one month's income.
Comparison between SF Express and Four Links and One Arrival:
Let's look at the revenue comparison first. SF's turnover in the first half of the year was 7 1 1.29 billion. No clear turnover was found in the financial statements of Zhongtong, followed by Tong Yuan 145.8, Dayun 143. 1, Shentong 92.5 and Baishi 84.6438+08.
The net profit also differs by as much as 500 million red envelopes. SF's net profit in the first half of the year was as high as 3.762 billion, while the fourth ring added up to only 365.438+85 million. SF said: I made more money after I handed out the red envelope than the five of you put together. What are you comparing? Are you proud of your market share?
Besides, SF's market share is actually not low, accounting for 1 1% of the whole market (the question mark in the figure is inaccurate), but it is definitely insignificant compared with the market where the four links add up to more than 70%. But the more so, the more it shows the value of the high-end market, and the 28 th law has been fully demonstrated here.
So is the rookie alliance with four links and one goal really a "rookie"?
It may not have been before, but it may be true now. Before the concept of rookie alliance came out, all express delivery companies actually made money by performance, just like SF Express now, making money is the main thing, and market share is secondary. But since the rookie league, the thinking of making money through four links has changed. After increasing market share, we can sell it at a good price. Anyway, a dream named Alibaba bought us.
The most effective way to increase market share is price war. Under the premise of price war, Sitong Yida finally won more than 70% of the whole express market, and the market value of each express company was very scary, especially ZTO Express with a market value of 200 billion, which was enough for Ali to drink a pot. The price war did not seem to affect the income of express companies too much.
But in any case, under the competition between acquisition and acquisition, consumers of e-commerce have benefited, and the cost of express delivery has dropped again and again. If the amount is small, you may not feel it, but a large-scale e-commerce can save thousands of dollars a day, which is also a disguised income.
@ Chu Liuxiang, be careful not to get lost and continue to share things like e-commerce and express delivery!