I still vaguely remember saying in the draft of a platform a few years ago that there will only be three logistics companies in China in the future, one is China Post, the other is SF Express and the other is Ali. At that time, the rookie network had just been established. Subsequently, Liu expressed a similar view, but he added his own Jingdong Logistics.
In fact, the present situation is exactly what I said. China Post still maintains a strong position in some special fields by relying on the strength of the national brand name, and SF still dominates more than 90% of the high-end logistics market in China by relying on its own quality service. Jingdong Logistics is now in trouble to see if it can come back to life.
The four links and one reach have basically become a vassal of Ali rookie network. Basically, 90% of Stone One's business comes from Alibaba platform, which means there is no choice. Between buyers, platforms and sellers, there is an extra rookie network that needs someone to raise. The rookie network needs blood to live, and it can only be the blood of four links.
At that time, after the dispute between the rookie and SF came out, the two sides held their own words. SF said that the rookie network proposed that SF upload all the logistics data of SF to the rookie platform, which SF could not accept.
After all, more than 80% of SF's business is self-operated, and less than 20% of orders come from Ali e-commerce. Obviously, SF didn't want to be Ali's anvil and was killed by Alibaba. SF Express said that it would only upload the logistics data of Ali e-commerce. After all, SF's core competitiveness is its own self-operated logistics data.
Everyone knows that SF holds more than 90% of the high-end logistics and transportation in China, which is Alibaba's dream. Now Ali has basically completely controlled the four links and one access. As a major shareholder, Ali naturally hopes that these enterprises can grab meat from SF. Assuming that China logistics has only four links and one reach, it is essentially a Ali family, so how can we make money?
Of course, Alibaba also denied this statement, but from various actions, I tend to believe in SF. More importantly, I think SF can always appear as a leader, so that Ali will not monopolize the industry.
Where is the power of SF?
In the words of SF, you can see how powerful SF is by looking at the orders of SF and other logistics companies. Behind these orders is the high-quality customer relationship chain that SF has established for a long time, which is also the most solid business foundation. For example, can the value of buying a computer be the same as that of buying several pairs of socks?
SF Express has built a powerful mainland air transport network, and its fleet is the strongest in the whole industry. 20 10000 new energy logistics vehicles have been put into use. Up to now, the number of SF Express fleet has reached more than 25,000.
In terms of air transportation, SF has more than 54 air cargo planes, which is also the strongest in China and the best in the world. The total investment of SF is not less than 6 1 100 million yuan to build a professional aviation logistics airport in Ezhou City, Hubei Province. Upon completion, it will be the fourth professional logistics airport in the world and the first in Asia, and it will be put into use in 2026, with 5438+0. This geographical location can be said to be located in the geographical center of China, and it is no exaggeration to say that it is the "thoroughfare of nine provinces" in the logistics version.
As the top logistics enterprise in China, SF can challenge United Parcel Service and FedEx in the future. How sad it would be if it were really controlled by Alibaba. SF dares to challenge Ali. First, SF is confident. Second, China Logistics must not be monopolized by Ali, otherwise users will suffer in the end. Now the service attitude of "four links and one service" is too bad. I have encountered many false receipts, missing parts and the price has gone up. Shunfeng is the last bottom line of China Logistics.
SF started from Taobao and left Alibaba. It is normal to fall now. After all, Taobao's traffic is too large. It used to be fast and things were safe. Now the express delivery has caught up with the speed of SF, the speed advantage is gone, and the price is still very expensive. After leaving Ali, SF really wants gg. Just look at the four links, especially Dayun and Baishi Express will follow the pace of Ali and make a proper profit. With the operation of Ali, this huge machine is tied to Ali, that is, Ali fell, but once the express delivery is frustrated, it may really fall. At that time, it may be that a certain express was acquired by a certain express. SF has close ties in Shunde, Shenzhen, Hong Kong, and is just a small courier company running errands. After Taobao got up, major express delivery companies basically started to spend three days in the province and seven days outside the province.
In fact, is there any change in the current express delivery pattern? In my opinion, it hasn't changed much. Or Tongda, SF, JD.COM and other companies are competing. In addition, why does SF have to obey the rookie? Just because Ali thinks he has a Taobao platform, he can do whatever he wants?
1. Why should the Tongda Department obey the rookie? To put it bluntly, these families are all attached to Taobao. Without Taobao, it will be a great blow to them. At present, Taobao orders account for at least half of these families. Because of this, although the number of tickets transported by Tongda Department is very high every year, the profit of each ticket is quite right when calculating the unit price. In short, every penny earned by the existing Tongda department is squeezed from the bottom courier. Personally open a Taobao shop and contact the courier every day, knowing that the working environment and pressure are not good.
These companies have accepted Ali's investment in the past two years, but there are still bottlenecks in their business, especially in big data and technology, which cannot be broken by their own efforts and need the support of Internet giants like Ali. After Shentong was controlled by Ali, the founder made it very clear. Of course, Ali also needs these courier companies to enrich his rookie logistics, so as to control most of the domestic logistics market.
2. SF's rejection of Ali is inevitable: compared with Tongda, SF has developed much better and has stronger autonomy, and does not need to rely on e-commerce platforms such as Taobao. At present, SF's revenue still exceeds Tongda's, while Zhongtong, Tong Yuan and Shentong, plus the sum of Baishi, are still not as good as SF. Of course, the profits of SF have indeed declined in the past two years, which means that the costs of SF are high, but these costs are almost all the result of investment. Let's take a closer look at the current situation of SF.
In 20 19, SF Q 1 revenue was 24 billion, up 16.68% year-on-year. In 20 18, SF invested heavily in the fields of cold chain and heavy goods, and laid out the whole supply chain field. This time, it also gave the March revenue of 393 million to the supply chain, which is considered to have begun to receive returns. In the same period, Zhongtong's revenue was 4.574 billion yuan, Tongyuan's revenue was 6.444 billion yuan (non-express business revenue was 900 million yuan), Shentong's revenue was 4.507 billion yuan, and Baishi's revenue was 6.87 billion yuan. These four companies totaled 22.395 billion yuan, more than 654.38 billion yuan worse than SF. At present, after two years of layout, SF will have greater development potential, especially in the enterprise supply chain. However, the business point of Tongda Department is still e-commerce express delivery, which accounts for most of the express delivery business. Therefore, Tongda has a high market share, receiving and dispatching more pieces, but the overall revenue is not high.
3. SF has to obey the rookie, which is a user's sorrow: if SF, the express delivery giant, accepted the recruitment of the rookie in that year, it would be unfortunate for us, and the rookie would have a larger market share, penetrate more fields and gradually become suspected of monopoly. As long as there is monopoly in any market, it is not a good thing. No matter who the monopolist is, Ali, Tencent, Baidu, SF, rookie, etc. The final result is a bad result that is not conducive to users. There are too many real cases of monopoly consequences, so I won't list them here.
Generally speaking, the existing express delivery pattern has not changed much, and it is still the three major logistics systems of Tongda (now it can also be said to be rookie logistics), SF Express and JD.COM. Of course, it can also include postal services. In addition, there are logistics enterprises that transport large pieces. I don't have statistics here. If you add these, there are actually many enterprises in the whole logistics industry.
At present, SF is actually going to high-end areas, including overseas markets, and this is also his new growth point in the future, so SF is still SF, or a high-end logistics company. Although diversification has failed in the past two years, such as e-commerce, the layout of core business has been going on and changing with the market.
In fact, the establishment of the rookie alliance determines the benefits brought to participants and consumers. The integration of resources can make express delivery companies and businesses reduce costs and improve efficiency. Before the rookie alliance, merchants need to rent their own warehouses, hire their own people to pick up the goods and deliver them, and express delivery companies need to receive the goods in warehouses everywhere. Now as long as you join the rookie alliance and package all these for the rookie operation, you can save a lot of money. Rent an office and do a good job in store operation. Rookie has warehousing services all over the country and gives them to consumers through big data. Of course, small businesses handle it themselves.
Looking at the essence through the phenomenon, Ma Yun has taken the lead and invested in SF Express on the surface. In fact, it is basically certain to integrate big data and gain a monopoly position, and it may lower the price of SF and embark on the civilian route. For SF, we have done a good job and won't let you get ready-made ones. The SF boss who started from scratch also has this kind of psychology (backbone). Don't put all the myths of Alibaba on making money (people who eat melons). Shopping malls are like battlefields, unpredictable. Companies that can't bear hardships must have their own problems.
SF and rookie are at odds because of data problems. However, Ali has mastered too many online resources, and now he is harvesting offline, which means that Ali has absolute resource dominance in the express delivery industry. As a result, Ali began to tilt resources to four links. As a result, the market share of four links and one reach is getting higher and higher, and there are stable profits every year. Now, with the support of China Post, Ali Rookie Network has started to build the intelligent logistics backbone network in China.
On the other hand, SF, after falling out with the rookie, has less and less resources, lower and lower market share and no advantage. More importantly, the beehive that had a high voice at the beginning suffered huge losses for many years in a row, and the three links and one arrival successively withdrew from the beehive, making it increasingly difficult to stand on the side of Ali and the beehive.
Because Alibaba's ecosystem is three-dimensional, it is difficult for SF to compete. If Alibaba has various ways to innovate the express delivery industry in the future, it will be a great blow to SF. The original shareholders of SF are also retreating and cashing out, and they are constantly reducing their holdings. In front of SF, we must build a new moat and do a good job in the supply chain, otherwise the future will be bleak.
Let's assume that if SF and Ali unite, they will be very comfortable, and of course they will be subject to others.
Wang Wei is not a bad person. It is enough to know what kind of bird Mr. Ma is.
If SF had not rejected the rookie at that time, SF should have been similar to the current four links, lowering the price and grabbing the market. Now the price on the market can no longer be used for the normal operation of express delivery companies, and the express delivery companies are still lowering the price. SF's refusal at that time was right, and it should take its own route.
If Wang Wei of SF had not rejected Ma Ali Cloud, there would be no Wang Wei in SF today. Look at today's Tongda department. Who dares to say no loudly and confidently? …
Actually, I support SF. Why? Because Ma Yun can't be trusted, remember to think about what he said! He said that house prices have gone up, and so have many local properties he bought! He said he wouldn't run a courier company, so he bought shares in Shentong Pepsi Tong Yuan Zhongtong. His success lies in daring to do something, because what he does is something that ordinary people at the top dare not move! Ant is actually equivalent to a bank challenger. No one dares. Taobao Alipay was finally ok after all kinds of obstacles.