Conspiracy and Reality: Express Counter Electric Dealer

Recently, http://www.aliyun.com/zixun/aggregation/31986.html "> Shentong Express announced the total termination of the business for the merchant to the Jingdong Mall warehouse, the reason is that the Beijing-East warehouse for the signing of the waiting time is too long, This kind of big cargo transportation company is not suitable for express company's business model. Then on the internet appeared a variety of days against the cat conspiracy theory, that this is the competition between the electric giants extended to the third party logistics field, logistics companies in this battle has chosen not their own logistics system, more shipments of the day cat side. Today, the senior executives on Weibo explained the reasons for terminating cooperation with Beijing and implied that the other party used this normal business event to confuse and create trouble.

No matter who the conspiracy theory is written, think about it, in fact, both of these arguments can not afford too much scrutiny. First as a courier company, its most fundamental products and competitiveness lies in its transport capacity, express and large cargo transport are a certain number of goods delivered to the designated location, the difference is that a small amount of goods to send to many different locations, one is to send a large number of goods to a designated location, the former seemingly single pen high gross margin, But trivial, complex operation, high service requirements, the need for a large number of people to carry out, far less than the latter a large amount of stability, simple operation. If the waiting for a long time does not meet the characteristics of courier services, Shentong can separate a team to directly operate this matter, will not affect its existing express business. I do not believe that a company that provides Third-party logistics services will give up a big client because the other party is waiting for a long time to sign off, unless the list of big clients is getting smaller or poses a potential threat to itself.

Second, the Cat conspiracy theory is not tenable, although the day of the cat's express single volume is very large, but is scattered in various regions, the hands of various merchants, express companies in various regions and various categories on the distribution advantages of different, day cats need to come from a number of express company's diversified support, otherwise, once the logistics crisis, The cat does not have its own logistics ability, will face the danger of collapse. Therefore, the large courier company and the cat is a cooperative and mutually beneficial relationship, the cat is not likely to a certain express company pressure to give up the business of Jingdong, and the day Cat and nine express companies have reached a strategic cooperation agreement, to really have this idea can be directly with the Beijing-East Challenge, Shen Tong does not have to jump out of the east with Jingdong decorum.

Therefore, this incident is not so much a courier company under pressure to choose between the electric business giants, rather than express companies feel a potential threat to make a counterattack. Jingdong's own logistics capacity is too strong, express company in cooperation in the bargaining space is very small, as if chicken ribs. And Jingdong once listed, become China's Amazon, its huge logistics team can become the largest domestic express company, which is suspended in all express company head of a sword. However, for the Beijing-east, which can already solve the 90% logistics, how much can this counterattack effect be?