Online retail boom: next chance to explode in the fast shipping industry

December 5, Beijing again cooling, Han tight. The first floor of the International Conference Service center of Zhongguancun Software Park, which can accommodate 432 people, is packed with people. The day was Friday, and when the night was falling, these people still didn't mean to leave. This is the first China e-commerce cross-border Industry Summit, the majority of people did not leave from nearly hundreds of investment institutions, as well as to promote their own electric dealers, logistics and other projects of entrepreneurs. They all want to find the right funds and projects. Wang Xianqing, deputy director of Circulation Industry Development Department of Ministry of Commerce, said that the development of information technology and network technology is bringing about a new industrial revolution. It is also a huge change for the retail industry, and logistics is the key to supporting a new round of retail trade revolution. Over the past few years, with the country's favorable policy frequency, the logistics industry has developed rapidly, the courier industry integration of mergers and acquisitions first started, highly aggregated, the top six express companies to occupy 80% of the market share. And as people online shopping more and more, the mode of transport has shifted from express to LTL logistics to bear. "The next opportunity to break the point should be in the fast shipping industry." "An Energy logistics chairman Wang June to the 21st century economic reporter said that the current express industry has tens of thousands of enterprises, the first six express enterprises accounted for only 5% of the market share, the rest of the majority of the volume is quite small enterprises, there is a huge investment integration opportunities." And in the fast-moving industry to promote the franchise system, or will facilitate the rapid integration of the industry, access to competitive mechanisms and discourse rights. The chance of mutation the consumer market is undergoing a transformation and consumers have shifted from a price-oriented to a more quality-oriented consumption, according to a study published recently by PwC. The rapid rise of e-commerce and social media has led to a tendency for consumers to consume in a way that is intelligent, interconnected and autonomous, and consumers are more active in choosing different channels to shop on demand, and these changes are profoundly changing China's retailing industry. To the consumer as the center, the whole channel management becomes the mainstream direction of the retail enterprise transformation. Chinese consumers are leading the world in online shopping, with one-seventh of consumers in China buying online every day, while the global counterpart is only 5%, while China is 60% per cent a week, compared with 21% in the world. Wang Xianqing also said: "China's retail industry is now experiencing a profound revolution, that is, network retailing." "According to its disclosure, the first three quarters of this year, the national network retail sales have reached 1.82 trillion, an increase of 49.9% year-on-year, and last year only 1.85 trillion." At the same time, the traditional retail enterprises have a common business problem. Wang Xianqing revealed that China's retail sales in 2013 were the first to see single-digit growth, less than 10%. The share of total retail sales of social goods also fell from 11.1% in 2009 to 8.6%. Large-scale physical stores have been closed, as of this June, Parkson closed six stores, Suning 2013 stores in the number of fewer than 2012, the United States reduced 100. In order to actively embrace the new market, the retail enterprises actively do online and offline integration. 2013, Traditional retail enterprisesIndustry network retail growth reached 38.6%, and its network retail sales accounted for the proportion of the overall sale from 2012 of 1.7% to 2.3%. At the same time, the electric business initiative to penetrate the offline entity, Jingdong announced and 15 cities and tens of thousands of convenience stores O2O cooperation, and Taiyuan Tangju supermarket deep cooperation formed the Jingdong Tangju Hypermarket, the basic formation of online stores plus physical stores and logistics distribution network full channel. Wang Xianqing said that the development of information technology and network technology is bringing about a new industrial revolution. It is also a huge change for the retail industry, logistics has become the key to support the new round of retail trade revolution. Wang June also said that with the full net retailers, home, industrial accessories, home appliances, home textiles, clothing, ceramics, food, building materials and other industries have opened the business market, consumers can buy these furniture appliances or building materials, such as large objects, directly to the door. According to its disclosure, only the electricity at home agreed to a single, 2013 Ali platform one of the turnover will reach about 35 billion, the visible future will continue to grow rapidly. The rapid rise of the business-to-consumer will undoubtedly catalyze the acceleration of the demand for LTL Express. Prior to this, the market for business-to-business orders accounted for the vast majority of the 400 billion-and-a-express markets. Now, things seem to be changing. The fast-moving integration surge? Wang June believes that the less-than-truckload market is ushering in a rapid development opportunity, as in the previous few years with the explosion of electricity manufacturers brought about by the express-leap-forward development trend. According to the data provided by the State Post Office, the volume of Express business from 2006 to 1 billion growth to 2013 9.19 billion, an annual increase of 37.3%, the market size in the world "sit two look one". 2013, China Express Daily business volume breakthrough 30 million, peak of more than 65 million pieces. In 2014, both figures doubled, with peak traffic breaking even 100 million pieces. Since March 2011, China's Express business volume has been more than 40 consecutive months on average year-on-year increase of more than 50%. This rapid development behind the express industry is the integration of mergers and acquisitions accelerated, although by the end of 2013, issued by the management of the business License Express enterprises have more than 9,000, but 6 of the tens of billions of express enterprises occupy the express market share of 79%. In contrast, the express industry has tens of thousands of express companies, and the first six companies to add up the market share is only 5%. Wang June pointed out that the current express industry has 400 billion of the market scale, far more than the express industry 250 billion market, before the electric Business limited to 30 kg below the small goods, small business penetration is not so big. But when the retail demand for electricity from 7% to 10%, or even 20% to 30%, the rapid delivery of business orders will be a large number of rise, will also accelerate the integration of the rapid industry. "I believe that the space for less-than-truckload integration has arrived." "said June. and the special line logistics, such as the integration of unusual difficulties, the reason is less-than express delivery industry with the same mergers and acquisitions, Wang June think they have the common point is that the service objects are individuals, the right to speak is not strong, soLogistics companies can define standards and products, can also be standardized services, in addition to the network layout can be done. Coupled with the electric driver, highly homogeneous demand can promote the integration of the industry, the achievements of the giant enterprise. If the tide of consolidation is coming, who will dominate this integration? According to the 21st Century Economic Report reporter understand, the current fast-moving industry leader in the enterprise has the German state logistics, the world Huayu as well as an energy logistics. In fact, the three leading companies have been targeted by capital early on. March 28, 2013, Citic Industrial fund to 750 million yuan from TNT Express hands to buy the world Huayu 100% equity. Pettibone Logistics, card line the world also ushered in early zhongding capital investment and so on. The financing of energy logistics has been carried out in several rounds, as early as in 2012, 2013 and 2014, including Sequoia Capital, the United States Warburg Pincus Investment Group, 3 rounds of investment; this year in July, the group announced its additional 50 million U.S. dollar investment, this is the group's second investment in energy logistics. With the help of capital, the leader of the rapid development of the fast-growing giants, Germany and the state logistics in 2009 only more than 1 billion yuan turnover, and this year is likely to break through 12 billion. Energy Logistics also in the past 2.5 time to build 7 consolidation centers, 350 joined outlets, the expansion speed reached 200%. In the pursuit of market opportunities, Wang June believes that the franchise enterprises more advantages. According to its disclosure, Network Logistics enterprise management structure is divided into three layers, namely headquarters, distribution, outlets. The largest investment is the network, the management of 15,000 outlets nationwide is a very large and complex task, so the direct-type Express company development slow or even backward, because thousands of shop managers have been put on the run. and express joined the system similar, the quick join system can also reduce the investment cost of 70%, reduce the management cost of 50% and 30% operating costs. Therefore, he believes that this round of integration in the wave of mergers and acquisitions, joining the fast-shipping companies or will have greater opportunities.