On June 26th, traditional express delivery companies such as Shentong and Shunfeng may be more worried than Liu, who was extremely excited in Weibo. This is not only because JD.COM, the e-commerce tycoon, officially obtained the license, but also because the multinational companies FedEx and UPS passed the qualification examination for international business for 20 12 years.
JD.COM obtained express license, and e-commerce entered express delivery. How will the industry change?
In addition, behind the UPS express license granted by JD.COM, many e-commerce companies, such as Vipshop, Store 1, are also actively applying for express licenses. Ke Fan Rufengda Express, which failed to obtain the express license application this time, also said that it is still actively striving for it. These enterprises have increased their investment in the field of logistics, which also means that the original businesses of Shentong and SF are facing looting.
Shentong SF encounter? Internal and external attack?
According to the list recently published by the State Post Bureau, there are 260 enterprises that have passed the express delivery business license, including not only the 3/kloc-0 subsidiary of China Post Express Logistics Co., Ltd. and 77 subsidiaries of SF Express, but also the express delivery company in JD.COM Mall? Jiangsu JD.COM Information Technology Co., Ltd.
With the official license, Liu said that Jingdong Express will be officially opened to third parties at the end of August. Some people think that although JD. COM's open platform revenue only accounted for 65,438+00% last year, and the growth trend is obvious. With the increase in the number of parcels in JD.COM and the expansion of the key role of logistics in JD. COM ecosystem, which will provide a revenue base for the opening of Jingdong Logistics.
Although only JD.COM has obtained the license, other e-commerce companies are also actively striving for it. Li Hongyi, general manager of Vanke subsidiary Rufengda, said that Rufengda is still actively seeking a license. Tang Yizhi, vice president of logistics at Vipshop, said that Vipshop had started to apply for a courier license in early June, mainly to prepare for the self-built distribution system in the country in the future.
According to Tang Yizhi, Vipshop Logistics has completed the national layout. 20 1 1 completed the first phase of infrastructure and service capacity building, and the second phase of information capacity building has also been greatly improved. Automation construction is under way now. However, Vipshop Logistics mainly serves the personalized distribution needs of core business, and there is no plan to open to the society.
E-commerce giants have set foot in the logistics express industry, which makes traditional logistics express companies worried. Earlier, Yu Weijiao, president of YTO Express, called on the State Post Bureau and the Express Industry Association to stop or coordinate the cross-border behavior of e-commerce and express delivery, so as to avoid the chaos in the express delivery and e-commerce market in China.
In fact, traditional express delivery companies are not only affected by e-commerce self-built logistics, including? Foreign express? It has also increased the layout of the local market. This time, FedEx (China) Co., Ltd. and Ubisoft Parcel Delivery (Guangdong) Co., Ltd. were also licensed together with Jingdong Logistics. FedEx and UPS China companies will be located in Shunyi District and Baiyun District, respectively, to operate domestic express delivery services except letters.
Some people think that the licensing of UPS and FedEx will reshuffle the local express delivery industry, and a large number of enterprises with poor service quality and untimely transportation will be eliminated. On the other hand, it will also prompt e-commerce to reconsider transferring self-built logistics business back to third-party cooperation.
It is a forced move for e-commerce companies to build their own logistics.
In fact, self-built logistics of e-commerce enterprises is both a forced move and a natural thing. Dawa, vice president and secretary general of China Express Association, said recently that the development of domestic logistics express industry can't keep up with the rapid development of e-commerce in some aspects, and self-built logistics is actually a helpless choice for many B2C e-commerce enterprises.
Lang Hong Fei, assistant to the president of Tong Yuan Express, said that there is no need for e-commerce companies to provide express service in the United States. The reason why there are so many e-commerce companies doing express delivery services in China also shows that traditional express delivery companies are not doing well enough. At present, the changes in the e-commerce industry and the express delivery industry also indicate that the industry is developing. Lang Hongfei pointed out that at present, except SF Express and EMS, other express delivery companies and e-commerce companies cannot achieve nationwide coverage of logistics, and there will be certain cooperative relations. However, he also stressed that? It is impossible for the express delivery industry to restrict e-commerce to do logistics, but e-commerce to do logistics will also lead to industry chaos. ?
Tang Yizhi said that there is a great boundary between e-commerce and express delivery. Both industries are in the early stage of development and are sunrise industries. Therefore, powerful e-commerce and express delivery have the power of vertical integration. E-commerce obtains express logistics license to prepare for future strategy, and can enter or retreat.
Tang Yizhi believes that express delivery is a branch of logistics. In the future, express delivery will gradually take the road of specialization, and the road of big and complete will be more difficult. Without e-commerce, express delivery becomes passive water; Without express delivery, e-commerce is like a fish without water. E-commerce expects to develop together with express service providers with high degree of informatization, deep and fine network and stable service.
Tang Yizhi also revealed that e-commerce relies on express delivery to make money and support its main business. There is no mature business model yet. Previously, Dawa said that with the introduction of relevant standards in the domestic express delivery industry, the domestic logistics express delivery industry environment will be improved, and enterprises should make better use of social logistics. Self-built logistics of e-commerce enterprises often leads to the waste of related resources and the increase of logistics costs.
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