Compared with large-ticket LTL and single-ticket vehicle transportation, small-ticket LTL has lower weight, higher average unit price and profit rate, and influenced by B2C e-commerce, LTL, small batch and multi-batch are popular. There are obvious signs of 2C express delivery in the whole network, and the supply structure of express delivery enterprises has changed obviously, and it is being distributed to the small express ticket market, among which large-scale e-commerce items are the fat meat that the industry must compete for. Tamia Liu, general manager of Best Express, once said, "Express companies mainly focus on products below 3Kg, while traditional LTL products mainly focus on products above 60-70Kg, and 3-70Kg is still blank. For LTL Express, meat is within 300Kg, and lean meat is within 70Kg. "
Since 20 18, major enterprises have launched large products. At the beginning of 20 19, Cui Weixing said that "big express delivery is the lifeblood of Debon"; Dayun Express has successively launched 10-30kg e-commerce parts and 10-68kg large packages in the whole network; Anneng comprehensively transformed large parcels and upgraded Anneng Express to Anrui Express, indicating that it will continue to invest 400 million yuan in the field of large parcels; SF launched the "E-commerce Big Piece" delivery service; Best Express 20 19 proposed All In e-commerce, with the growth rate reaching twice the average level of LTL industry; From July, 2065438 to July, 2009, strategic acquisitions's big package "Dark Horse" Su You was genetically complementary with it, which laid the foundation for strengthening the loading capacity and service quality of small kilograms of goods by one meter tick. Among them, Yang Xingyun, CEO of Bai Weiling Didi Group, even said that 2020 is the year of big parcels.
With the heavy investment of these head express companies, the average ticket weight of express delivery is getting smaller and smaller, and express delivery is accelerating express delivery. In 20 18, the e-commerce part and huixin part of Baishi express accounted for 49.5%, and the development goal in 20 19 was over 70%. In the first half of 20 18, the average ticket weight of Anneng was 124KG, and in the first half of 2009 107.66KG and in the second half of 2009, it dropped to16.7kg. The weight of 20 19 mini-bags accounted for more than 20%. ...
In the past, household appliances, household appliances and other large products were delivered to the destination city by special line delivery and then delivered. While carrying out large-scale products, express head enterprises are also strengthening the full coverage of the national network and building strong competitive barriers with enough outlets. While eroding the market share of second-line express delivery enterprises, the traditional special line has not been spared. This is also an important reason for the sudden emergence of the special line alliance platform in recent years.
Generally speaking, it is not uncommon for the express delivery industry to make a commitment to timeliness. In the express delivery industry, limited by the shape and weight of goods, the application of automation is low, and considering the cost and timeliness comprehensively, especially in previous years, aging products are rarely mentioned by express delivery companies. Today's express delivery market is very similar to that of five years ago. Express delivery has accelerated its development, and the boundary between express delivery and express delivery has gradually blurred. Express delivery enterprises are facing various problems such as network coverage, particle fineness, service, delivery timeliness, etc., which represent their industry barriers.
At the beginning of 20 19, Debon, Anneng, Yimi Dadi, Dayun Express, Baishi Express, Tnt hoau and other express delivery companies successively launched time-limited products. For example, Debon Express released the direct news of Debon-Ganzhou 10 province 12 city, opened a new route to Shenzhen, and realized the invention and creation of Guangdong. Anneng said that 36 new strategic routes will be added to rationalize seven core economic circles; One meter tick online aging products "the next day" and "the next day" were officially launched "direct delivery by special car"; Dayun Express launched "Yunzhunda" aging products; Best express has released direct flights from Qingdao to many cities across the country; Tnt hoau put forward the annual strategy of "Rebuilding Rida" and announced two new products one after another. One is to optimize the timeliness of its daily arrival products, Beijing-Shanghai Express Line, to three days, and the other is to speed up the timeliness of 47 straight hair lines in seven provinces in Central and South China.
Judging from the new products launched, most companies focus on optimizing the operation process of intermediate links, straightening lines and improving the ability of taking and delivering parts at both ends, with the main purpose of improving timeliness and creating differentiated competition. Among them, the practice of these concepts, such as express networking, one-stop nationwide, direct non-transit, absolute limitation advantage and scientific and technological blessing, is becoming the key factor for the tenacious vitality of express delivery enterprises.
In the battlefield next door to the express price war, the express price war is also kicking off.
With the increasingly fierce competition of home appliances, furniture, home improvement and other e-commerce items, from 2065438 to early April 2009, head express delivery enterprises launched a re-bubble discount war, and gradually adjusted the re-bubble ratio of small items. Anneng can adjust the heavy bubble ratio below 70kg from 6000 to 8000, which is equivalent to a 7.5 discount on the original cost; Baishi Express and Yimi Didi respectively adjusted the proportion of heavy bubbles below 70kg and 65kg from 6000 to 9000, equivalent to 6.6 fold. Excellent speed is also the adjustment of the same weight bubble ratio inside and outside the province to 8000. In addition, SF Express has made upstairs fee concessions for relatively heavy goods and parcels by introducing worry-free households; Anneng and Baishi also introduced discounts such as big promotion of warehouse lines outside the province and one-price concessions.
While seizing the opportunity of differentiated competition, lean meat of e-commerce has become one of the focuses of head express delivery enterprises. Express delivery companies expect to beat their competitors in terms of price, cost and operational efficiency by "price for time" and establish competitive barriers.
When the price war became more and more fierce and the profits of many enterprises became less and less, the express delivery companies above16,5438+09 and 10 announced price increases one after another. Anneng can adjust the discount of mini package to below 10%. The one-meter tick adjustment range increased by 0.2 yuan/ticket for the first time and 0.02 yuan/kg for the second time. Best Express will charge 0.02 yuan/kg network construction fund, etc. This successive price increase is also the reason why enterprises want to use the peak season bonus to improve their survival crisis and revenue.
Under the fierce industry competition, the current situation of the express delivery industry is not very optimistic. Second-and third-tier express delivery companies frequently burst positions, and their business stagnated or shrank. Yuancheng has filed for bankruptcy, and Dada Logistics and Yafeng Express have been forced out one after another. First-line express delivery companies are also caught in the whirlpool of various public opinions. The chairman of a LTL giant has returned to the rivers and lakes and returned to his old business. A courier company was reported to have lost hundreds of millions a month, and many warehouses have been vacant and business is sluggish. There are also companies that have just started to do the internet for only a few months, and then investors are in arrears with their wages and withdraw their funds. ...
However, in this seemingly pessimistic situation, there are still capital and giants entering the game.
In July last year, SF appeared, and its affiliated company Shunxin Jetta's products are complementary, and resources such as stations and lines are shared and complementary. In addition, JD.COM Express will officially join the network in March next year, and the first, second and third tier cities will build their own front-end stores based on their own resources, and the remaining cities will start the joining mode.
In the ebb and flow of the industry, express delivery companies are experiencing a wave of survival of the fittest, and the rest is king.
Author | Logistics Mahjong Hu
Source | Logistics Salon
This article is the author's personal opinion and does not represent the position of logistics salon.