However, Zhao Xiaomin, CEO of Guanshuo Capital and an expert in the express delivery industry, believes that "from the last 100 meters, one kilometer to three kilometers, the distribution terminal still has enough room for growth, and it is expected that more enterprises of the order of 100 billion yuan will be born in this field."
The "last mile" has become the "top priority"
According to the latest data disclosed by the Ministry of Transport, as of 24: 00 on April 18, 2022, all provinces (autonomous regions and municipalities) have closed 1 16 toll stations, accounting for 1.07% of the total toll stations, compared with April 10. * * * 6 1 service area was closed, accounting for 0.92% of the total service area, a decrease of 303, or 83.24%, compared with April 10.
On April 19, Wu, director of the Highway Bureau of the Ministry of Transport, said that the next step is to enhance the sense of responsibility and urgency to ensure smooth logistics, do everything possible to give priority to ensuring the supply of daily necessities for residents, and take the last mile of smooth material distribution as the top priority.
On the same day, Bian Zuodong, deputy director of the Market Supervision Department of the State Post Bureau, responded that he had arranged to do a good job in four aspects. According to the actual needs of local governments, cooperate with the dispatch and distribution of emergency materials and daily necessities. For example, Shanghai, JD.COM, postal service, SF Express, Tong Yuan and other enterprises give full play to their respective advantages and go all out to help ensure the supply of urban materials.
"With the normalization of epidemic prevention and control, the instant retail market, which takes urban physical stores as the unit to pick up goods from stores and deliver them to the door, has gradually become a very important consumption mode for consumers and physical stores, which is conducive to reducing the inventory pressure of physical stores and e-commerce platforms on the one hand, and improving the delivery timeliness, enhancing the user experience and enhancing the competitive advantage of e-commerce platforms on the other." According to Zhuang Shuai, a special researcher at the Network Economy and Social E-commerce Research Center and founder of Anbaili Consulting Company.
Giants rob the same city distribution market
In fact, the giants have already increased the distribution market in the same city.
In 2020, some practitioners related to distribution in the same city pointed out that the epidemic was only a process of accelerating industry demand, and instant consumer demand laid the foundation in the process of rapid development of e-commerce.
"The development of e-commerce in China has gone through three stages." In the eyes of the above-mentioned practitioners, "the first stage is remote e-commerce, such as Taobao; The second stage is close-range e-commerce, such as JD.COM; The third stage is macro e-commerce. Inventory is only a few kilometers away from consumers, and distribution takes only a few minutes. This is instant retail. "
At present, there are Dada Group, Daily Fresh Food and Ding Dong Shopping. It has been listed on the American stock market. Among unlisted enterprises, platforms such as Box Horse, Taoxianda and Tmall Supermarket also play instant distribution cards; In the field of supermarkets, there are also platforms such as Yonghui Supermarket involved in instant delivery in the same city.
(Editor Qiao Chuanchuan)