Three forces emerging in the logistics industry

Logistics is the basic industry of the national economy, is also the necessary support for the survival of the electric and retail industries, along with the expansion of the social commodity transaction scale and the development of consumer finance, the logistics field becomes the next industry to accumulate data and derivative financial attributes. In this regard, far-sighted electric and financial enterprises have begun to plan to get involved and carry out the logistics strategy of the big Data age. From the capital flow of traditional financial institutions to the information flow of commodity transactions of the electric business enterprises, then to the logistics supply chain of data logistics, if the three can be combined, they can be the entire social unit or subdivision of the industry to obtain detailed data to understand, from the credit needs, to credit audit, and then to the analysis and prediction of logistics information, the whole industry chain of different links to be through.

Judging from the current competitive situation, the logistics industry has emerged three forces, one is the traditional express and transport enterprises, one is the financial industry, there is a power business enterprises, all three have into the Bureau of the legitimate needs of logistics, but also are the Three Kingdoms to kill the powerful competitors.

Logistics importance Highlights

From the composition of the official association: in this year's China Express Association's transition, there has been a big change, this is the Express Association of the importance of upgrading. Formerly chaired by former officials, the Deputy Minister of Communications was the first to be appointed this year. In addition, a noteworthy detail is that the Express association's governing members face a big change, the original postal occupy a number of seats, now, finance, electricity dealers, even the automotive industry and the printing business has been squeezed in. It can be seen that the high level of logistics attention to increase, and the distribution of the logistics industry in the field of enterprises and industries are also increasing. Logistics in the overall economic and social awareness and importance are increasing, it is very likely to become the next with the Internet financial impact and appeal of the new blue Sea.

The logistics industry is one of the fastest-growing industries at present, annual increase of more than 60%, in China Express Association, the beginning of the 2009, Express Enterprises only Chiu Yujia, a year of less than 2 billion business, practitioners are only more than 100,000, now the scale of the express industry has been expanded to more than 10,000 companies, more than 1 million employees , this year's business volume is expected to break through 9 billion, with the people's livelihood, has become a necessary basic industry.

Logistics into the Bureau of the respective considerations:

1, Financial Enterprises:

China UnionPay (China Express Association member, by the domestic bank shareholding) and logistics less than the link between the relationship is not the connection between the electrical business and logistics so close. However, in the specific business cooperation, UnionPay and logistics have a lot of room. As a third-party payment of UnionPay business, with the offline POS machine receipts business, and in the traditional courier industry, the logistics of the most of the form is done through cash transactions, and not fully realize the POS machine card charges. The market is largely untapped virgin land, with the rapid growth of the express industry, the logistics industry's charging business will inevitably move towards the convenience and security of third-party payment channels, UnionPay as the largest online receipt of the agency, will not easily give up express receipts this business, in order to obtain a very expensive fee income.

In addition to UnionPay, the bank also has a receipt business qualification, as a good channel to connect consumers and enterprises, banks can provide some other financial services at the same time, such as convenient small payment, the sale of banking products and the development of bank customers, so as to realize the diversified utilization of this channel. In this connection, the logic of the financial sector into the logistics industry and the logic of the Internet industry is similar: although the flow of funds is frequently traded and used, it is necessary to use the front-end channels such as electricity quotient and logistics to realize the accumulation of other two kinds of data and the aggregation of users.

2, Electric Business enterprise:

In the beginning, the electricity merchant and the logistics are the natural collaborators, one provides the concrete commodity transaction behavior, the other provides the binding logistics transportation service, both in completes the goods transaction and the transportation cooperation simultaneously has established the inseparable link. In the logistics strategy of the electric business enterprise, there are mainly 2 kinds of ways, one is the construction of logistics, such as Jingdong, Suning, shop 1th, Amazon, etc., and the existing traditional logistics enterprises, such as Taobao and the cat focus on the platform, the professional logistics services outsourced to the Express Company (Shun Fung, a three-way one up). The intention of the electric Business enterprise into the Bureau logistics is very obvious: while improving the logistics security and service quality, realize the self control of the electric business platform to the logistics, and reduce the logistics cost as far as possible, avoid being pinched by the courier company in the Logistics field.

The cross boundary logistics of the electrical business, performance is divided into two kinds, the first is the pure sense of the self-construction strategy, such as Beijing-east, the full use of free channels to pave the way to achieve free transport of goods, in the cargo transport congestion of the holiday can achieve the general Express industry beyond: more efficient, safer and better, And can become part of the Jingdong price strategy. The second is with the traditional courier company, such as Ali's "rookie network", although not from the construction of logistics, but Ali through the integration of large logistics network to achieve further involvement in the logistics industry, control, for Ali's electric dealers to provide a perfect back-up support. One is their own construction, one is the integration of maintaining control. But the ultimate goal of the two methods is the same, the electric business enterprise needs a stable, efficient and safe logistics approach to meet the explosion of business growth demand, more key is to master the data of the logistics industry, in the large logistics data blue sea to get the initiative.

3, express delivery Enterprises

Express Company, transportation Company is the pioneer of the logistics industry, in the rapid development of logistics today, facing the threat is also greater. Express industry internal competition is also relatively disordered, in front of the big electric business platform lacks a united voice. In particular, the express industry in the logistics and freight peak in the display of the disorder and delay, but also to make some of the electric companies determined to build their own logistics. Traditional courier on the one hand by the power of the construction of the logistics of the squeeze, on the other hand also faced with the internal competition disorder.

In addition to strengthening the industry's consistent coordination, the express industry is also using its own offline transport channels and the terminal distribution channels to master, began to layout the electricity business, even the financial sector. For example, Shun Fung-Yun's shopping website "Shun Fung Optimization" in May 2012 on line operation, then, Shentong e-commerce site "love to buy the net Super" also quietly online.

The specific consideration is: the express industry profits meager, facing the oil price, the human cost continues to climb, the courier company profit margin continues to descend the present situation, the traditional courier in the crevice strives for the survival. And the use of many years of mature logistics system and perfect distribution system, express can fight for the control of the supply chain, to achieve the power of business beyond.

In the near future, the express industry is likely to plan the layout of the financial sector, using courier to master the logistics data and daily consumer goods flow location, frequency, use of people, to carry out counterpart financial services, such as microfinance, data collection and customer financial resources in-depth development.

The performance of the Three Kingdoms killings:

The express industry still occupies the main market share of the logistics, but under the impact of the electric business Enterprise's self-built logistics, it will inevitably lose a part of the market. and financial enterprises in the logistics industry involved in the main performance of financial services, rather than the impact of logistics business. In the long run, the bank is the distribution of electricity quotient, performance for the financial Internet, the Bank of the electric business in the short term to get involved in the main electric businesses, less involved in the logistics industry, but can provide supporting financial services.

Therefore, express delivery in the logistics industry's strength is still the strongest, it's the boss. Electric business is the second, rapid development, and the gap between the eldest in the further narrowing, the quality of service is also better; finance is old, has not yet begun, but the development potential is huge, can for eldest brother, second provide financial services.

In addition to the contrast between this power, financial, electrical, and express the relationship between the three countries also shows: who is not satisfied with the existing positions, has been seeking opportunities across the border, involved in each other's main business. For example, electric dealers do express, express to do electricity, finance, electricity business, and so on, the Three Kingdoms Kill is not only the logistics field, but also a comprehensive range of integrated areas of competition.

Author Micro-signal: Samchenkai