Meet, it is in a small conference room in JD.COM Yizhuang headquarters. He is wearing black short sleeves and Internet-style jeans. His office is nearby and quite bright.
At the end of 2020, Yu Rui, born in 1980s, became the CEO of Jingdong Logistics. In July 2008, he joined JD.COM as Guan Peisheng. Pearson project is the proud work of founder Liu. This group has a direct reporting channel to Liu.
Young Yu Rui has become a successful model of JD. COM's Guan peisheng system. "Thanks to the team, the personal role is still limited." He stressed.
At present, Yu Rui is in charge of JD.COM. Logistics system is the most imaginative asset of COM. Jingdong Logistics is still evolving.
In May, Jingdong Logistics was listed in Hong Kong. This enterprise is exploring a new field: integrating the supply chain logistics service market, and Yu Rui has positioned it as the core main channel of the company.
According to the white paper issued by China Council for the Promotion of International Trade, "integrated supply chain logistics service" means that service providers provide customers with a set of supply chain and logistics solutions with the characteristics of "digital intelligence", which can be customized according to needs to meet the diversified needs of customers and help different types of enterprises improve their supply chain and logistics efficiency.
Compared with outsourcing to many third-party and fourth-party logistics enterprises, integrated supply chain logistics services transform the coordination among multiple service providers into the coordination among internal modules of a high-level service provider, with lower coordination cost and faster response.
It is worth noting that due to various problems such as data security, upstream links and high threshold, although this market is vast, it is not the mainstream in the industry.
But based on the harsh market environment, this is the best way for JD.COM.
At present, Jingdong Logistics is continuously investing in this market.
Yu Rui revealed that in the physical world, Jingdong Logistics has established an efficient and collaborative logistics network with warehousing as the core, including comprehensive transportation network, bulky network, cold chain network, distribution network and cross-border network, covering almost all regions and people in China, and constantly expanding overseas.
The company operates about 1200 warehouses in China, with a total management area of 23 million square meters and nearly 200,000 delivery personnel, ensuring end-to-end service quality.
In the digital world, JD.com logistics has formed three sections: scientific and technological products, solutions and supply chain ecology, covering the whole logistics chain and the whole scene.
Through the supply chain ecology of intermediate platform, data algorithm intermediate platform, cloud warehouse and logistics, JD.COM forms an integrated intelligent supply chain solution by building blocks to provide intelligent supply chain services for 3C electronics, FMCG, household appliances and other industries.
Recently, Jingdong Logistics also released four technical products in three major areas: digital intelligent center, intelligent Internet of Things and intelligent equipment: Jinghui 2.0, JD.COM Material Control, the third generation Sirius, and the fifth generation intelligent express car.
The third quarterly report shows that the revenue of Jingdong Logistics in this period is 25.749 billion yuan, compared with 65.438+07.964 billion yuan in the same period last year; The operating loss was 727 million yuan, and the operating profit was 83.549 million yuan, which was affected by many factors such as the epidemic subsidy last year.
In the first half of the year, JD logistics revenue increased by 54% to 48.5 billion yuan, of which integrated supply chain business revenue accounted for nearly 70%; The net profit returned to the mother decreased by 176% to-1500 million yuan.
"An important historical moment." Yu Rui commented. COM's external income accounts for more than half.
Behind it, JD. The relatively difficult external expansion process of COM also explains why JD.COM chose to develop its integrated supply chain logistics market.
According to the data of the State Post Bureau, from 2007 to 2020, the business volume of express delivery industry increased from 65.438+0.2 billion pieces per year to 83.36 billion pieces, and the scale increased by nearly 70 times during the period of 65.438+0.3, with a compound growth rate of nearly 40%, showing a thriving situation.
Behind it is a cruel price war. The single express ticket revenue decreased from 28.5 yuan in 2007 to 10.6 yuan in 2020, with a decrease of 63%. In the month of 20021,1- 10, 86.72 billion pieces were completed nationwide, up 34.7% year-on-year, and the revenue was 833.98 billion yuan, up 20.7% year-on-year.
In this situation, JD.COM chose to slow down the pace of economic express delivery market.
In April 2020, ZTO Express, a subsidiary of Jingdong Logistics, began trial operation in Guangdong. China Post Express is easy to focus on sinking market and economical express delivery. According to the announcement of China Post Express Partner Recruitment, China Post Express has more than 180 distribution centers, 1500 trunk lines, more than 4,700 vehicles and 10000 tripartite cooperation outlets.
In order to further develop the integration of China Post Express and Jingxi, Jingdong Logistics Prospectus disclosed that China Post Express intends to change its name to Jingxida Express.
JD.com also faces a problem, that is, it is largely excluded from Ali logistics system.
In terms of magnitude, Ali ecology is more mainstream. According to eMarketer data, in 2020, the top five e-commerce markets in China will account for 86.3%. Alibaba, which is mainly based on the platform model, has a market share of more than half, reaching 56%; The market share of JD.COM, which started from the self-operated mode, is only 17. 1%, which is 0.7 percentage points higher than that of 20 19.
Therefore, JD.COM had to find another way.
Supply chain is still the best choice, which is driven by the upstream.
At present, with the gradual popularization of the new retail model, it is bound to improve the responsiveness to changes in demand. Some product supply chain models have gradually shifted from mass production to flexible production, especially with the emergence of C2M and other models. The supply chain system needs to meet the production requirements of relatively small scale, multiple varieties and multiple batches.
Take the Taiping bird as an example. In 20 19, the commodity deep management scheme featuring rapid production and sales has been fully rolled out in major brands of Taiping Bird, and the proportion of futures orders in Xia Dong in two quarters has dropped to below 70% of the estimated sales. At the same time, Taiping Bird accelerated the mid-season development and concentrated replenishment mode (the replenishment time was shortened to 20~
30 days) to ensure that the inventory is controllable, and the proportion of this model in women's wear category reaches more than 10%.
In addition, with the rising labor costs, brands need to find new profit margins, and logistics efficiency becomes the direction.
"Delivery is cheaper than others, which can reduce the cost. The change of inventory turnover rate directly determines the efficiency of capital use. Similar to the order satisfaction rate, it can bring more sales opportunities. " Introduce the performance improvement of JD.COM service to customers.
According to him, in the cooperation project with Volvo, the supply chain has reduced costs and increased efficiency. Taking the experimental data of Xi 'an warehouse as an example, the order satisfaction rate has increased to over 95%, and the annual inventory turnover times have increased to over 7 times. It is estimated that the inventory will be reduced by 25% after nationwide promotion.
By 2020, the largest vertical segments of the integrated supply chain logistics market will include automobiles, fast-moving consumer goods, clothing and 3C electronics, with scales of 347 billion yuan, 22 1 billion yuan,192 million yuan and180 million yuan respectively. From 2020 to 2025, the growth rates of fresh, fast-moving consumer goods and clothing are relatively high, which are 18.8%, 14.6% and 12.7% respectively.
But this market is also facing various difficulties.
In this regard, Yu Rui responded that there will be corresponding safety standards, and called "this is the lifeline".
Jingdong Logistics mentioned in official website that "security is always the core work, and a data security committee is set up, a full-time information protection department and a data security emergency response organization are set up to strictly protect business partner information and users' personal privacy information with the highest standards, so as to ensure the data information security of merchants and users in all aspects of logistics software research and development, data protection and daily operation security system". Visible security sensitivity.
Existing cases show that customers may be avoiding the risk of horizontal competition.
At the end of 20 19, vipshop announced the termination of its self-operated express delivery business, and at the same time reached a strategic cooperation with SF Express, which provided parcel delivery service. According to the annual report of Vipshop, in 2020, the overall performance fee of Vipshop will be 6.879 billion yuan, down 439 million yuan from 20 19. Performance fee includes transportation fee, loading and unloading fee, packaging fee, logistics center rent and employee salary.
Others question the real effect of integrating supply chain logistics. "If you can't connect upstream and downstream, the real cost optimization is relatively limited, and it is difficult to carry out structural transformation of the industry. However, due to the development stage, the upstream is very difficult. " The aforementioned logistics company executives expressed their views.
As shown in the above figure, JD.COM is facing a powerful attack from SF in this emerging field.
Both of them have become excellent competitors in the market in performance and valuation.
In the 2020 annual report, SF proposed a new vision: an independent third-party industry solution data technology service company. This has promoted the supply chain business to a certain strategic position.
SF's supply chain business consists of three operating entities: Xinxiahui, SF Fenghao and SF Industry Solutions. Among them, Xinxiahui and SF DHL integrated resources through investment and merger.
2065438+In August 2008, SF Express and Amoi Group announced the establishment of Amoi as a joint venture, and completed the acquisition of Amoi's cold chain business in Chinese mainland, China, Hongkong, China and Macau, China, and established SF Express as the controlling shareholder. Xiahui is the leading brand of global cold chain supply chain. New Summer Hui customers include chain fast food, supermarkets, food suppliers, coffee, milk tea and other head customers.
In June, 5438+the following year 10, SF Express reached a strategic cooperation with Deutsche Post DHL, and in February of that year, it completed the acquisition of DHL's supply chain business in Chinese mainland, China, Hongkong, China and Macau, China, and established SF Express DHL, which was incorporated into SF Express from March, 20 19. The acquisition amount is 5.5 billion yuan, which has been disclosed in the transaction announcement. In 20 17 years, the revenue of the target company is 3.5 billion yuan, and the adjusted net profit is1900,000 yuan.
After the merger, the two companies entered the stage of resource integration within the SF system. Among them, Xinxiahui has achieved strategic integration at the business level through the integration with various sectors of SF. As a comprehensive solution provider in the field of cold chain logistics and supply chain, Xinxiahui mainly serves customers in the catering and food industries.
With the help of SF technology resources, SF will optimize the supply chain platform, digitally integrate all aspects of the supply chain, and promote the unification of business scenario information and data and the reform of operation modules.
At present, there is an obvious gap between SF and JD.COM in absolute value. In the first half of the year, SF's supply chain revenue was 5.3 billion yuan, a year-on-year increase of 79%.
In the same period, the integrated supply chain business in JD.COM increased by 29.6% to 33.62 billion yuan, of which the revenue of internal integrated supply chain/external integrated supply chain increased by 16.2%/65.6% to 21900 million yuan/1700 million yuan respectively.
Huachuang Securities believes that both have their own advantages and disadvantages. In terms of performance model, JD.COM warehouse allocation model has high performance efficiency, but low flexibility.
From the comparison of logistics infrastructure, the scale of Jingdong logistics warehouse network is leading, but the trunk link is weak. For example, there are only 7,500 self-operated trucks in JD.COM and there are no planes of their own. SF has about 58,000 trunk and branch vehicles and the largest freight fleet in China, and the number of railway and high-speed rail transportation lines is twice that of Jingdong Logistics.
Finally, JD.COM is mainly a self-operated distribution station, whose function mainly lies in one-way distribution. Due to the scale, the number of distribution personnel is only about half that of SF, and the per capita efficiency is also lower than SF.
In this regard, Yu Rui said that this is an inevitable choice. "From point A to point B, it can be solved through more flexible social interaction, but the real value lies in the algorithm, which is in the hands of Jingdong Logistics itself." He said.
"Jingdong Logistics is a company that spans the physical and digital worlds. No matter how much progress and breakthrough in technology in the future, in the physical world, it will still operate a huge infrastructure and have a large number of employees. It is precisely because of the capabilities of the physical world and the digital world that the combination of these two things reflects the core competitiveness of Jingdong Logistics. " He said.
Yu Rui also said that at present, scale growth is more important than temporary profits.
"Are we ready to make any changes for the next stage, whether it is organizational structure, business process, business philosophy, etc. Have you completed the preparation for the next stage this year? " This is the direction of his recent thinking.
This also means that the next round of innovation of Jingdong Logistics is in the pipeline.
Related Q&A: Related Q&A: Why do large enterprises use corporate mailboxes? What are the characteristics of enterprise mailbox? I am a practitioner in the Internet industry. Let me answer your question, hoping to help you!
First, why do large enterprises use corporate mailboxes?
Because corporate email can help enterprises enhance their image and brand.
E-mail: E-mail with the enterprise's own domain name as the suffix. Contacting customers by e-mail can play the role of brand promotion and help enterprises establish a unified corporate image.
Because the enterprise mailbox is more secure, it is convenient for unified management and can protect company secrets.
If employees leave their jobs, the corporate mailbox can be recycled, and after recycling, they will continue to use this mailbox for new colleagues, effectively preventing the loss of customers.
Because the enterprise mailbox is convenient to send and receive emails, anti-spam, safe and stable, it is better than the personal mailbox.
Enterprise mailbox is superior to personal mailbox in terms of security, stability, anti-virus and anti-spam functions, and enterprise mailbox also has special after-sales service support.
Second, what are the characteristics of corporate mailboxes?
1) The mailbox has good stability, 2) high safety factor, 3) large mailbox capacity, 4) high mailbox safety and 5) strong data reserve function.
Summary:
Major enterprises pay more and more attention to corporate brand image, and corporate mailboxes have better quality and service than personal mailboxes.
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