21st Century Economic Report: non-normal "cross-border" of electricity dealers

The electric business industry is very strange, the industry as a whole does not make money, the general deep in the price war quagmire, but people continue to come in.

Especially surprising is that the domestic courier industry boss Shun Fung Express ready to go to this muddy water, recently announced its wholly-owned E-commerce website "Shun Fung Optimization" Officially on line, aiming at the high-end food market.

Logically, electric business enterprises involved in express more reasonable: the quality of logistics directly affect the customer experience, is an important industry competition, industry since the construction of logistics, quality of service is easy to control, fast, and is the important guarantee of differentiation, such as Jingdong Mall's "211 limit." In addition, the industry is representative of Jingdong Mall and van customer Prudential products, "cross-border" there are objective historical conditions, due to the service level lag in the express industry, they did not find a matching service provider, at the same time, the express business model and revenue model is relatively simple and clear, a certain radius to meet the necessary order retention, Self-built logistics can achieve break-even. Strategically meaningful, the ledger is calculated, why not do it yourself?

There are news that Jingdong and van to the national postal Administration to apply for express permits, will soon become the army of the express industry, given its cumulative team size and industry impact, it is not surprising. In addition, because of the price competition, the electric business enterprise extends the value chain to reduce the cost that also can understand. Earlier, the star morning of the chairman of Chen Ping said, the company can not receive Taobao platform order is the reason is that the price is highly transparent, the sellers had to, had to pay a fuss on the express, a lot of Taobao on the big seller itself is "four Tatsu a pass" franchisee. Moreover, for the unlisted electric business giants, there is a logistics asset configuration, convenient concept packaging, the price of the capital market can not be higher?

Rao is so, Jingdong and every guest like a large number of orders are to the third party, including some self-built logistics city. Most of the electrical business enterprises are logistics outsourcing, the market rapidly changing, resources, energy is limited, can be optimistic about the original business is still busy, where there is spare strength to tube other?

and express enterprises scramble for electric cake, it is a bit confusing: to enter the industry to make money is very difficult, now the beginning of the point seems to be slow, and all the vertical areas are some of the incumbent, and secondly, the establishment of the electric business platform, from suppliers to organize sourcing, consumer marketing, at least in the process is much more complex. Think of suning appliances in the industry so long, from the line moved to the line are so troublesome, logistics enterprises are equivalent to learn to establish a set of front desk system, this difficult to imagine. Distribution will have advantages, but, trouble most of the express company inventory, its own services in the end how much difference?

From the actual result, China Post and Tom Group jointly create "Mail Music Network", Yuantong Express 2008 set up the "New Rural Network", the early "test water" can not say too successful.

More importantly, most of the electronic business model is the essence of retail, and express logistics, the scale effect is very critical. The premise of "Cross-border" is often the player has to have a scale effect, Wal-Mart, Suning has a huge logistics warehousing system, Jingdong will also have, that the others themselves are giants, the daily shipments are placed there, the same pattern, may not be suitable for the enterprise group of "ordinary people."

As early as more than 200 years ago, The economist Adam Smith used the popular analogy of fastener manufacturing to carry out the universal education of professional Division of labor. Now talk about "industrial chain", however, any mature market, regardless of any industry can be "up and down" of the company, after all, the professional division of labor is the norm. China has a lot of chain-take-all companies, because a lot of subdivision is not mature, professional level can not catch up, have to do their own;

Specific to Shun Fung case, success is not good judgment, at least should not represent the industry trend, and is not the general express enterprises can imitate. Shun Fung Cross-border, do not rule out Wei has a unique business, perhaps just have a greater commercial ambitions. However, there is no omnipotent company in the world.