Why? Because Shentong cannot do without JD.COM.
On August 18, some media said that after the contract with Shentong Express expired, JD.COM, a domestic e-commerce giant, asked merchants to stop the delivery of Shentong Express. If he doesn't switch, the normal delivery of the merchant will be affected.
Shentong immediately jumped up and pointed out that JD.COM is a cultural hegemony. In the afternoon, the relevant person in charge of Shentong responded again: "JD.COM. COM has always had a hegemonic culture, only itself, not * * *. "
JD.COM hurriedly come forward to explain. According to the response of JD.COM Open Platform, it can be summarized as two points. First, the cooperation with Shentong was suspended because the contract between the two parties has expired and no renewal agreement has been reached. Second, JD.com Logistics has put forward the demand for cooperation in Ali e-commerce platform, but it has not received a response so far. Based on the principle of fairness, mutual benefit and win-win cooperation, JD.COM and Shentong could not reach an agreement on the renewal of the contract, so they had to suspend their cooperation.
Seeing that JD.COM said that Ali had become his actual major shareholder, Shentong quickly said that JD.COM had misunderstood. The attitude of Shentong Express changed from nervousness to nervousness, and it was a lot easier at once.
According to Red Star News, on the night of August 18, Shentong Express said, "JD. COM thinks Alibaba is our major shareholder, but they are mistaken. Now the major shareholder is actually Chen Dejun, the chairman of the company. Originally, Ali wanted to hold more than 30% of the shares, but the funds have not yet come in. We are a listed company. If there is any change in equity, we will announce it. " In addition, Shentong Express also said that it has not officially terminated its cooperation with JD.COM and still hopes to communicate with JD.COM.
Why is Shentong Express no longer aggressive? What may be exposed behind it is its poor operating conditions.
A few days ago, four listed express delivery companies released their operating data in July 2020. Among them, Shentong Express achieved express service income of 65.438+0.67 billion yuan, down 6.365.438+0% year-on-year; The business volume reached 786 million pieces, up 23.51%year-on-year; The single ticket revenue was 2. 12 yuan, down 24.29% year-on-year. As can be seen from the above data, the business volume of Shentong Express has increased substantially, but the revenue of express service has dropped significantly year-on-year, which means that Shentong has high cost and high performance pressure.
Not only is the present situation worrying, but more importantly, the future is not optimistic. Shentong Express released a performance forecast in mid-July, saying that the net profit in the first half of 2020 is expected to be 69-89 million yuan, while the net profit in the same period of 20 19 is 832 million yuan. Basically, it's ten times the gap.
In this bad business situation, Shentong certainly doesn't want to quarrel with JD.COM.
Shentong is talking about JD.COM. The open platform of COM accounts for a small proportion in Shentong's express logistics business and has little impact. But in fact, my heart may have been very flustered-otherwise, it would be impossible to reply to JD.COM three times a day, and my attitude took a turn for the worse. Finally, I even suspected of "pleasing" JD.COM.
In addition to worrying performance, it can also be seen that Shentong's reputation in recent years is slightly poor. In the "Three Links and One Reach" and SF Express and Jingdong Express, Shentong is not only worried about its business ability, but also criticized for its service level and quality. Judging from the available information on the Internet, at least in 20 12 years, some netizens began to complain about the service of Shentong Express. Until today, similar voices can still be heard on major network platforms such as Weibo.
Shentong Express certainly knows what its biggest concern is. In this struggle with JD.COM, he changed his face several times because of his interests. First of all, to stand up and scold JD.COM is to win the support of netizens who eat melons, and then to show weakness, but also to gain sympathy.
In business, it is understandable that Shentong and JD.COM are quarrelling over their own business. However, it is the quality and level of service that is more dangerous and easier to remove in front of Shentong. This is a problem that Shentong has failed to properly solve for a long time.