Produce Niudao Finance (Niudao Finance)
Many people think that the rookie is wrapped by SF, but it is not.
The problem of China Express cannot be solved by a few more SF Express. For a long time, SF has occupied the first place in the field of direct mode express delivery, but in recent years, its growth rate is not as fast as that of Zhongtong and Tong Yuan, and its profitability is also dwarfed. The advantage of direct mode seems to have reached its peak.
You know, the reason why China Express can develop to the present development level is because it has the dual industrial advantages of "fast and cheap". But if it is reflected in the courier companies and consumers, it is a question of profit and service.
At the beginning of the rookie's establishment, it was to build a global intelligent logistics backbone network. The purpose of this network is how to make express delivery a fast and good universal service while ensuring industrial advantages. This is the direction that rookie needs to work together with Tongda Department and many small and medium-sized express delivery companies as a platform.
Rookie Wrapping is now the largest online express delivery platform, with more than 200 million users and more cost-effective than SF Express. At the same time, under the rookie digital express ecosystem, it is also becoming one of the driving forces of consumer value and industry upgrading.
The great development of express delivery in China.
To understand what changes the rookie will bring to the express delivery industry, the first thing to understand is the current situation of the express delivery industry in China.
The express delivery industry in China has risen with e-commerce for more than ten years, but there are still many problems in the express delivery industry. Simply put, behind the rapid development and huge scale, the extensive development model does not match the requirements of consumers for more refined services.
The digitalization of the rookie-driven express delivery industry has brought about the improvement of express delivery speed and the reduction of cost. At present, the express delivery of Tongda Department has collectively entered the era of 2 yuan, that is to say, behind the national parcels, 2 yuan sends them to the whole country.
At the same time, however, the fierce market competition, the constant smoke all year round, and the lack of value-added services that can be provided indirectly lead express delivery companies to seize the market only through price wars. A typical example is that in a small commodity base like Yiwu, the courier company can even shout out the national price of 80 cents.
Fierce and full market competition has brought low circulation cost to e-commerce in China. But it also limits the imagination of the entire express delivery industry.
Under the low-cost operation mode, how can services be layered? All these have an impact on consumers' choices. For example, in the past, the mixed transportation of business express and e-commerce parts could reduce the cost, but the experience would be much worse.
But at the same time, we also know that it is impossible to guarantee such a huge number of services in the express delivery industry in China. The express delivery volume of SF 20 19 is about 5 billion pieces, accounting for more than 8% of the total express delivery.
How to meet the greater demand? How to realize the double guarantee of profit and low cost for express delivery enterprises? This is a difficult problem.
In addition to the ultimate cost performance, consumers also have various needs such as express security and personal privacy.
All these problems, we return to the express delivery industry itself, can be attributed to the lack of "bandwidth" in the industry, and the infrastructure and service standards are still on the road to digitalization.
For example, just as today's Internet has been fully developed, all kinds of needs have been greatly developed. But if we go back to the 3G era five years ago, many scenario applications are unimaginable, let alone realized.
The expansion from 3G to 4G infrastructure has laid the foundation for the development of Internet.
Similarly, the same is true of the express delivery industry. Only when the infrastructure of the whole industry starts to be more perfect and the whole service process is smoother will unexpected scenes appear.
The emergence of new scenes
The volume of express delivery in China is growing rapidly, and the personal express delivery business is also exploding.
The industry background is that the number of express parcels in China has rapidly increased from 2.3 billion in 20 10 to 63.5 billion in 20 19, an increase of 27 times. The scale of express delivery industry ranks first in the world for six consecutive years, contributing more than half to the world express delivery, exceeding the sum of express delivery in Europe, America and Japan.
A large part of the contribution comes from the rapid development of e-commerce platform, but it should not be ignored that personal mailing business has become another explosive demand besides e-commerce.
According to the consulting data of Ai Media, the number of online express users in 20 18 increased by 97.9% compared with that in 20 17, and the number of users in 20 19 exceeded 65,438+63 million. The research of "two-in-one consultation" shows that the turnover of spare parts market is considerable, with the average daily turnover of a single spare part reaching 20 million pieces from 2065438 to 2009. With the increasing number of Internet users, especially the popularity of mobile Internet, it provides the soil for consumers to realize online delivery and express delivery, and the online delivery accounts for 43%.
The emergence of new personal business scenarios has brought new ideas to express delivery companies.
The original scene was a return.
An interesting online shopping phenomenon related to return and exchange is that many consumers start to buy a variety of colors and sizes of the same product at one time, and then return it immediately after the courier arrives and tries it on.
What supports the unique shopping mode of e-commerce platform is the convenience for consumers to return goods. Previously, if consumers want to return goods, they need to wait for the consent of the merchants, and then initiate the return by express delivery. The merchant will refund after receiving the confirmation, which is very troublesome.
In response to this scene, the rookie wrapped up the return process of consumers and businesses. Consumers will receive a refund immediately when they initiate a return, and the whole process will be guaranteed by the rookie. At the same time, there are 1 hour couriers who can come to the door. Under the guarantee of freight insurance, within 1kg, the courier doesn't need freight-send it from 0 yuan and return it in 0 seconds. This convenience greatly facilitates consumers, and also leads to the consumption pattern of consumers returning goods and trying on the Internet without worries.
In addition, the rookie wraps up from the e-commerce scene and constantly enters other scenes, including not only cooperation with other e-commerce platforms such as Ji Yun and Koala, but also cooperation with China Merchants Bank.
This is typical of the new consumption scene after the "bandwidth" of express delivery is broadened.
In addition, the market demand for second-hand transactions has expanded. The second-hand trading platform represented by idle fish has more than 20 million users trading every day, which has rapidly expanded the demand for personal mail.
Now this phenomenon is more and more. The data shows that at present, nearly 60% of company documents are issued from houses; 13% of young people send the latest express to their parents and elders, from home appliances and furniture to vegetables and fruits. There are 16% young people, and the latest express has been sent to friends; You can send your luggage to school directly and go to school empty-handed.
The emergence of these new scenes, all around the personal mailing business, are based on the protection of express delivery services. The convenience of sending express delivery makes express delivery a new infrastructure for netizens, especially young people, to connect the virtual world with the offline real world.
When the express service is more refined and standardized, the greater the space left for consumers, the greater the business flexibility that can be realized.
For express delivery companies, higher-profit personal business can significantly improve the revenue structure, improve their own service quality, and get rid of the dilemma of competing for the market solely by price.
Double flywheel of business flow and logistics
Business flow is the basis of logistics, and logistics is the basis of business flow.
The rapid development of e-commerce parcels has forced the efficiency of the express delivery industry to improve, and the speed of the express delivery industry has also helped e-commerce achieve greater possibilities.
A few years ago, 6,543.8+billion parcels a day was almost unimaginable for the express delivery industry in China. Now, the daily express delivery volume in China exceeds 200 million pieces. For the express delivery industry in China, it needs to constantly improve its efficiency and quality to meet the needs of the network economy.
Express users may not know the value of a rookie, but a rookie knows what he means to users. What we can see is that the promotion of rookie wrapping to C-end service is actually broadening the bandwidth of China express delivery industry.
A simple truth is that the more convenient it is to send express mail, the more express mail consumers will send.
Convenience is the first step for a rookie to change the industry. Nowadays, in addition to the 2-hour pick-up standard, the rookie package has also set up 65,438+10,000 cooperative distribution points online, including rookie stations, property, and courier company outlets. Similarly, at the receiving end, consumers can find their own more suitable time at outlets, post stations, express cabinets and home delivery.
Last year, the rookie also built a rookie parcel mailing machine. Consumers can complete mailing within one minute, including real-name authentication, face scanning and payment.
Through the combination of on-site service and offline point, we can meet the demands of consumers in many aspects such as convenience, timeliness and efficiency.
Besides convenience, safety is an important factor for consumers to trust express delivery. After all, even if SF Express is damaged due to problems such as commodity insurance during transportation, there are not a few disputes between consumers and express delivery platforms.
In terms of express mail safety, the rookie package has launched the service of "send it safely, lose it and you will lose it". The industry promised to pay for the first time 100%. When a consumer encounters a problem, he only needs to say it once, and the follow-up matters will be solved by the rookie wrapping and tracking: users can enjoy the service of "lose it, lose it" in Taobao App. At the same time, if you return the goods without proof, you can enjoy the fast payment of "zero waiting, free freight and second payment". In the non-e-commerce scenario, users can "send it safely" within 1000 yuan and pay for the loss according to the effective value.
Rookie CEO Li Jianghua told a story.
Before, a rookie-wrapped customer in Wenzhou sent a stereo of about 1000 yuan, and placed an order through the rookie-wrapped platform. A bump in transit caused losses, and the rookie wrapped up and lost all his money directly.
In Li Jianghua's view, "We will continue to do this kind of thing, because I think only in this way can consumers really rest assured, which is also an ability."
So what does a rookie do in a family?
In fact, it is what we often call setting standards. By establishing the service standard of express delivery, the process can be unified and connected, so as to reassure consumers, provide convenient services for consumers and broaden the road of express delivery in China.
Only in this way can China's low-cost express delivery continue to maintain its advantages and achieve more scene coverage with "Tongda's price and Shunfeng's service".
At the same time, it is not only the digitalization of the courier on the rookie parcel man, but also the digital management and scheduling of the courier outlets through the rookie escort agency. The rookie package is digitizing the industry together with express delivery partners, which also brings more than 654.38+0 billion increments to the industry every year.
Therefore, the future of China express delivery industry is not as simple as having more SF Express companies, but how to improve the standards and services of express delivery, improve roads and make more space.
In the coming year, the overall work direction of rookie wrapping is 1234. Li Jianghua explained that 1 is 100 city's on-demand delivery, 2 is 200,000 delivery points, 3 is environmental protection delivery in 30 cities, and 4 is to serve 400 million users in the future.
A faster, greener and healthier rookie wrapping ecology is accelerating.
CPO Tong of Alibaba Group said that this business should focus on how to help the express delivery industry truly realize end-to-end dataization, and constantly upgrade the platform intensification and express delivery efficiency after dataization.
"This kind of rookie can be an engine to promote industry change." She said.