The combination of Xun and the abundant

Recently, there has been a news about Shun Fung has received Xun 30% orders, the electric business is extremely concerned about this, we are optimistic about the combination of Xun and shun Fung, both sides of the high-level also very much value this cooperation. I heard that before Xun CEO Bu Guangzi to promote this cooperation has repeatedly called on the Wei including Shun Fung president of a series of Shun Fung high-rise , soon The two sides reached a consensus, in July this year slowly began to launch pilot cooperation.

In the current industry situation, wooing shun Fung can indeed quickly improve the logistics capacity of Xun, which Xun to the three or four-line market penetration is extremely helpful. However, in the long run, the cooperation between the two is not to be put to the gap, but the cooperation between both sides is more than the disadvantages, but the future will be how no one knows, may now think is the problem, as the depth of cooperation is not a problem.

At present, Xun and shun Fung cooperation has a lot of benefits, but not a family into a door, cooperation can not be long enough to continue. Now the enthusiasm for cooperation is very high, but there are some uncertainties. I say, MA a decision, Tencent shares shun Fung most suitable.

Cost of cooperation is much

The Xun aspect does not introduce how and Shun Fung carries on the expense settlement, but in the double 11 before the delivery of more than 2000 for the month, the seller launched the "electric dealer ex-gratia" products, the charge is equivalent to the standard price of the 60 percent-70 percent, and four-pass a basically flat, but the service is the same city, the province and neighboring provinces for 1-2 days, The time limit for other areas is 3-5 days. Because the amount of Xun is larger, but requires faster, so froing Shun Fung to Xun price should also be between 60 percent-70 percent.

At present, the daily average order quantity of Xun is about 120,000, and the distribution by Shun Fung is 30%, which is 36,000 single. Shun Fung is responsible for the Xun distribution warehouse more than 200 kilometers of orders, the average price after the discount is at least 25 yuan, no wonder Xun Logistics Vice President Lin will have "to enable the cost of Shun Fung in fact than continue to build logistics higher" speech. Shun Fung will give Xun discount, but Shun Fung also need to make money, under normal circumstances shun Fung average of a single net profit in 10% or so, give Xun some concessions, Shun Fung's net profit if you can guarantee 5%, a day's net profit is less than 50,000, which is basically the bottom line of Shun Fung. But Xun needs to spend nearly millions of dollars a day on this, and as the Xun orders get bigger, the cost will be more.

However, in order to guarantee the quality of service, Xun is willing to bear the cost, and as the size of the order increases, the preferential margins will increase. May be the Tianma boss a happy, shares shun Fung also perhaps, then this money is not left to the right hand.

Logistics is the competition and the combination?

Xun and shun Fung exist between competing relations, now more than unexpectedly, and the future is more than the combined, or more than even to see the running-in between the two sides.

Shun Fung and Xun cooperation also has its own consideration, shun Fung plan to expand to the southwest, and Xun strategy coincide. Easy to establish cooperation, at least let Shun Fung in the Southwest can guarantee a certain amount of basic business, Shun Fung just occasion Xun. Xun on the side of Tencent to coordinate some advertising resources, Shun Fung into the southwest market is just within reach.

In addition, Lin, said in an interview, "in the long term, the strategic cooperation between the two sides will continue to upgrade, General Shun Fung can cover the region, Xun priority will be assigned to the order of the Fung distribution." "The meaning of this sentence can be understood as, if Shun Fung distribution to do well, Xun may consider the distribution of the task completely to shun Fung to do, and Xun logistics itself focused on the storage construction."

So say, also forget is the competition is closed, Tencent shares shun Fung is the most direct choice for both sides. At present, Shun Fung in the order of Ali received is not large, Tencent power to make efforts to fill the gap.

Can fresh food work together?

Another point is the competition between the two sides in the electricity market of fresh food. Lin said, "as the Xun pool platform started from the East China regional pilot fresh, imported food, both in fresh and other needs of cold chain logistics category will also start to try to cooperate." "and fresh food electricity market is shun Fung independent of the establishment of the electric business site Shun Fung optimization of the main position."

Wei has been betting in the fresh market, and invested a lot of energy to build the cold chain logistics, the goal is very clear is to become the largest fresh food electricity dealers. And the fresh food electricity business market prospects can not be estimated, the electric business giants are in close focus on this market, Tencent Electric business of course do not want to let go.

Since Xun the meaning of the cooperation of fresh food, and shun Fung optimization and abundant cold chain logistics has also been in the forefront of the industry, MA and Wei really should sit down and discuss the feasibility of Tencent shares shun Fung.

Conclusion Wei + ma Teng ma is trembling?

Ali invested heavily to create a rookie network, Tencent's own logistics may be difficult to match with Ali, and Shun Fung now from Ali to obtain the business volume is not too big, there is a chance to move from Ali to Tencent embrace. Rather than now a serious cooperation, really less direct, Tencent Investment shun Fung. Shun Fung August just completed the first round of financing, and then Xun has cooperated with Shun Fung has contact, but Tencent missed the best opportunity.

Tencent really want to invest Shun Fung also have the opportunity to see Ma's sincerity. Ma and Wei want to get involved in the electric business, a network of internet resources, and mobile Internet in the field of the world to let Jack Yun, a logistics resources, and is known as the most admired by Ma, the combination of the Wei + ma, it should let Jack's trembling.

Wen/Wang Liyang

Micro-Credit Number: technology does not vomit (Tucaokeji)