Courier up to the power of the next "fast electricity" fusion under the "fusion"

In the near future, express companies to face the competition is also very likely to be the electric business giants, especially deep logistics, focus on IT systems to build the internet giant crocodiles.

The low-key capture of the Third-party payment company Net Silver online Liu, not long ago also received their own express license. As the Chairman and CEO of Jingdong Mall's board of directors, Liu seems not to mind the previous period of time and express company Shentong "Break up."

This is the two companies that are interdependent, but in the "double 11" peak of the eve of the night made awkward. The industry is not stunned. Hansen Century supply chain management consulting general manager, logistics and supply chain Management consulting director Huanggang that the electrical business and logistics this year's movements in some ways is actually a good thing. Electric companies into the express industry downward, express, electric business between the intensification of the conflict, has intensified the full integration of two industries and competition.

Last year Liu said he would invest 10 billion yuan in logistics construction within 3 years. Ma Yun also ambitions to build Ali logistics. "Get the logistics of the electrical quotient", the electric merchants to the industrial chain downstream to extend the express is very logical. Upstream and downstream of the full penetration for the express industry has brought new variables, electric business logistics has become increasingly socialized.

And the reverse express industry, the electrical business of logistics operations in full swing at the same time, express companies in all aspects of the accumulation of energy is also uneven outbreak.

Express companies in recent years also continue to venture, unswervingly, and constantly accelerate to the industrial chain upstream and downstream extension. On the one hand, the express company many outlets, warehousing, distribution system is sound, do the electrical business in the user's service experience, is a courier "Send and excellent business"; On the other hand, China's demographic dividend has faded in the courier industry, and labor costs and oil prices are forcing them to look for new sources of growth. The development speed of the electric quotient is 200% or even higher, compared with the logistics distribution, the profit margin of the electric business link is higher.

"To express the network advantage of the industry, do not do e-commerce is very regrettable." If the private courier can solve the problem of talent, technology and product positioning, it should be very promising in electric business. "Yuantong Express Chairman Yuweijiao feeling.

"Fast Electricity" (express, electrical business) in-depth infiltration, industrial integration has become the general trend, after the Berlin Wall down, in the near future, express companies to face the competition is also very likely to be the electric business giants, especially deep logistics, focus on IT systems to build the internet giant crocodiles.

From "Tian Luo" to "Earth Net"

Send and gifted business "lure" express "electric shock"

Always low-key shun Fung inside actually has not stopped thinking. Change "Slow" to 4th to expand land resources, become rich in cooperation with China railway transport, they are in product development, transport resources continue to expand.

In Terminal Services, Shun Fung also made a change, so the so-called shops convenience stores also everywhere. The intention is not to retail the Shun Fung store at the same time, but also for its own express business services, to snare more users to take delivery.

Shun Fung founder Wang Weizen confessed that "do electric business is a dead, not to do electricity business is also a death", but he is not satisfied with such "electric shock", in this year May 30 he threw "Shun Fung optimization" (Shun Fung's positioning high-end imports of food electricity dealers) to make bets.

In front of Wei and express the brothers before the electricity market is really tempting. According to the monitoring data from China e-Commerce Research Center, as of June 2012, the number of users in China's online shopping has reached 214 million. CNNIC data also said that the 2012 two-quarter Chinese network retail market transaction size of 250.3 billion yuan, the network retail market presents a rapid development trend.

Dot dotted the Shun Fung to service quality in the industry to win Word-of-mouth and success last year after the sales have reached 15 billion, the number of employees more than 150,000, profit margin of 30%, Wei has more effective resources to attack the electricity dealers. Prior to that, as early as August 2010, his layout for Hong Kong, China's Shun Fung "e Business" into operation, is located in the high-end, sales agent organic vegetables and distribution; In 2011, the mainland consumer positioning "on the line gift platform" of Shun Fung "ceremony" also surfaced.

Yuantong Chairman Yuweijiao also no doubt the future of E-commerce market huge space for development. Yuantong in the preparation of "Yuantong Xinlong Network", its nearly 6,000 distribution points is Yuweijiao and Yuantong executives identified absolute advantage. Jingjin the determination of the service is very firm, rumors of tact also with the national Industrial and commercial jointly created with Taobao, Beijing-east similar electric platform "full network." Yuantong want to through the platform to coordinate the collection of suppliers and intermediaries, according to distance, cost and other factors, for users to choose the best source of products and delivery solutions.

The use of high-quality logistics services to do the electrical business has a natural advantage, express companies can allow users to enjoy a better quality of service and product experience. In the electronic business constantly increase the logistics of the background, The courier company's logistics advantage is not deep use is particularly regrettable. As a result, they have accelerated the "shock" rate in recent years. Since 2007, China's express companies have been continuously on a wave of cross-border to do the electrical business.

According to incomplete statistics, excluding Shun Fung, Yuantong Wade, China Post and Tom Network joint venture to establish a network of mail, Daily Express in Taobao opened the company's online store, home urgent sent online consignment platform "E Buy house urgent send", rhyme Tatsu also built an e-commerce platform, Shentong also tried the ticketing website and did the online supermarket "love to buy the net Super".

To date, the Express company has become a Chinese feature to accelerate the reverse attack. In the international, Express Company does not expand the precedent of expansion, International express FedEx (FedEx) and UPS also only related to the downstream of the industrial chain of convenience stores and maintenance business.

In China, the integration of courier operators has become a major trend. "Involved in shop, convenience store is the extension of the Express company to expand downward, in the future will become the inevitable trend of express company," Wang, deputy director of Post office, said publicly. China Express Consulting Network chief Advisor Xu also pointed out that "industrial integration and development, especially the extension will be the general trend."

Even if it is not a straight line, some express companies also began to put down the value of the "net" electricity quotient. Home rush to join Taobao Express Army also "warehouse integration" open to the medium-sized businesses. Home anxious to send the Chairman Chen Xianbao also firmly told us: electric dealers have and must and express, logistics industry integration more closely.

Of course, according to Xu Analysis, Shun Fung do "Shun Fung optimization" is also full of express competition in the form of a helpless. If the express company competition is always stagnant in the low-end, shun Fung want to expand the space must be extended to the industrial chain upstream. But Shun Fung up to do electrical business, in the selection of suppliers when you can not go with others to homogeneous competition because once the competition, suppliers will be under pressure from other electric operators, may not supply to shun Fung, so shun Fung selected imported food such a relatively partial door of the vertical electric business field.

conservatively accelerated "electric shock" for the immediate Express company, is an alternative expansion path. Acceleration is inevitable, the opportunity to get the electricity quotient.

Amazon China Transportation and Distribution division executive deputy General Manager Chong explained that the Amazon to China's logistics, "raw materials" through the IT system for deep processing, precision control, fried a plate of international logistics "feast."

"Electrocution", sweating, weeping and bleeding.

Vitalize and avoidance of the attacking law of confrontation

However, after all, the advantages of courier companies in the field of courier. China's electricity business has entered the cold winter period. Express to do electrical business is also not easy, "electric shock" need to bleed and sweat.

Just before the press deadline, shun Fung optimization low-key change handsome, President Liu 5 months after his resignation, despite industry speculation, but the personnel adjustment also demonstrated Wei's determination.

Line four months of "Shun Fung optimization", said the number of people than the singular, 500 orders a day, but nearly 800 are doing, each district delivery is a driver plus two distribution staff, "very prodigal, also does not embody many high-end", an electric business observer said to reporters, Shun Fung optimization of the lack of internet genes, just a do not see the future of the attempt. Therefore, the Shun Fung preferred personnel changes have also aroused the industry's speculation.

Shun Fung optimization is of course in the burning of money, according to internal understanding, its user flow is not ideal, inventory turnover also appeared problems. Many people in the industry also said that the air Shun Fung optimization, although September its external disclosure of data called SKU (inventory unit) up to 5000~6000, which accounted for more than 80% of imported food.

Wei hope that through the flow of information, capital flow, logistics, the integration of three flows, out of a unique way of development of the express industry. But obviously choosing a future means paying the price. So shun Fung optimized strictly carry out its own electrical quotient properties, a line on the launch of marketing cards, held a conference, advertising, choose High-profile and different and Wei and parent company Shun Fung.

Electricity business is not good, before long high-profile launch "Love to buy Network Super" do online supermarket shentong repeatedly "electric shock" and injured. On line two months that stop, is the "double 11" the eve of the electric business carnival, accelerated preparation has been extended to the entire express industry, Shentong electric platform "Love to buy a network super" closure appears quite helpless. Repeated attempts to accelerate the "net", this is not the Tonglu to help the eldest brother fail the first time the Internet, the 2009 Shentong has set up a "long Ticket network", renamed "Iron Friend Net."

2008 Yuantong set up with the characteristics of goods into the mouth of E-commerce Web site Yuantong network, but also because of insiders and slow development. Do express most are grassroots origin, management is a technical work, complex, complex. Even Jack Ma's Ali Logistics is just doing "other express companies do not do, do their own good things," the Cat (formerly Taobao Mall) Logistics Division director Gongtao to us also stressed that he understood this "Markov logistics concept."

Express Company to do electricity business difficult, because the management of the people are not the same. Engaged in E-commerce is mainly a number of university graduates of the programmers, and engaged in Express is the real grassroots. In the Internet field, electricity is a business of burning money. This is also to see the Air Express to do the industry insiders criticized the reason. Therefore, since the express Company "electric shock", there are all kinds of sound accompanying. Express companies are still painting a future pie.

But express companies in the acceleration of "electric shock" at the same time is also more cautious, in the category and market choice, they are taking the vitalize strategy to cut, and avoid clothing, 3C, not with the traditional electric dealer head-on competition. Shun Fung preferred to do is the high-end food, but also selected a single Beijing market first cut. Express to do electricity business, whether it will succeed, in Xu View, this is a necessity, "must be transformed." Although since the courier began to do the electrical business Xu think they "do not."

"Imports, organic food although small public, but there is a market, may also be profitable", Xu that Shun Fung do not choose but necessary. He pointed out that shun Fung choice of imported food dealers as an attempt, but also represents a trend, "in the future, food safety issues in China will be more and more attention, we in the cold chain distribution development lag in developed countries, there is a lot of growth space." "In his opinion, Shun Fung to try the way, he is expected, expectations and blessings." Xu said: "Even if shun Fung optimization failed, the pioneer into martyrs, but also a hero." "Shun Fung has gone this way, so that everyone reduced a lot of costs." ”

The Wei of money has recently been considering financing. Shun Fung has been with Hong-yi Investment, CITIC Industrial Fund and other domestic investment institutions to contact. Recently, Shenzhen Electric Shock E-commerce Co., Ltd. founder Shangxiang on Weibo as a burst of material.

Electric dealers speed up the Express

Precision Logistics helps electric business logistics socialization

Wei and all express Brothers to afterburner investment electricity, and electric business big guys but want to overweight express industry.

Those who do not anticipate and do not have ambitious ambitions seem to be a bit behind the surface. Liu's logistics plan is paving the way for the Great electric power business empire in Beijing and east. Where the customer's own logistics such as wind Tatsu also thin body independent out of the household; under the Alibaba "big logistics" system is also in the warehousing and it information on the quietly exerting force; happy to buy the still orange logistics also outside the Brother Electric Company's logistics orders.

Electronic Business logistics socialization has become the trend of the development of express industry is not a part of the past. In spite of all these problems, such as the Beijing-east, Shentong break-up. The two sides announced no further business dealings. Since then, the competition between the electric business has risen to the logistics level, also forced the express industry to further development.

The dealer to the logistics of the overweight, also makes the Chinese Express industry advanced a new survival status, express industry must penetrate the internet gene. Express industry and the power of the company's own logistics competition between the relationship can also promote the virtuous circle of the industry. The upstream and downstream penetration and integration of "fast electricity" is beneficial to the benign development of both sides.

The rapid development of electric business is urgent to express the growth of the industry. It is difficult to operate completely independently after the key link of the distribution center and the "last kilometer" is solved by the electrical business. To some of the power of the power, the basic can only meet in the first-tier cities with their own logistics.

Moreover, although some of the electrical business's own logistics network layout has been quite perfect, but they still need to rely on Third-party logistics companies to provide services to the front-end logistics. Express, electrical business between the establishment of linkage mechanism is inevitable.

Amazon, the world's most frugal international power trader, has been investing heavily in logistics. With the expansion of the logistics center, Amazon has to make efficient use of various resources to refine its operations to thin costs. But Amazon aims to establish a standardized code of electrical and logistics standards in a refined operation.

Logistics is almost the life gate of the electric business, so, Amazon is particularly focused on the process, the importance of relying on data to speak, in the logistics information structure, control, especially.

Amazon's logistics platform has been more open to third-party sellers as the world's "Open Shop" program is implemented this year. For Sellers, Amazon's logistics system operates and manages to be precise.

Chong Chong, executive deputy general manager of Amazon China Transportation and distribution division, they want to let the sellers know clearly, their own in the Amazon is a cubic, or three cubic warehouse, in the Amazon logistics platform to send packages and additional services to reflect the specific how each penny is how to pay the seller to make clear.

Today, the mobile terminals used by Amazon's distribution teams are also a multidimensional system platform that they have developed themselves. Chong regrets, the development of logistics services today, if you want to faster, more accurate, to give customers more value in the direction of development, it must be highly integrated with it. Chong said that Amazon to China's logistics raw materials through the IT system for deep processing, precision control, fried a plate of international logistics meal.

This may be a boost to the growth of the electrical business logistics some inspiration. Into the mobile internet era, new media applications in the express industry continue to introduce new, has forced them to constantly penetrate the Internet-style survival rules. Express Company "electric shock" to do electric dealers, electric company launched its own logistics, these in China's "old news" must write a new variable.

Internet giant Google has begun testing courier services in San Francisco. According to analysis, most of Google ads from the electricity business, and mobile internet and offline integration is the trend, the provision of courier services after the Google to know every transaction from consumers to search product information to pay, as well as the delivery address all information.

Since then, the express industry's internet gene has begun to trigger nuclear fusion worldwide. "Data mining based on Express will be the business core of the future," Huanggang said on Weibo. ”

The difference between e-commerce and express service industry

Due to the long tail effect of electronic commerce, express industry economies of scale and network investment specificity and precipitation, a single express enterprise is not enough to fully meet the needs of E-commerce logistics distribution, so the establishment of logistics alliances, different regions, different size of the express enterprise integration, conducive to promoting the cooperative development of electronic commerce, To improve logistics efficiency and reduce logistics costs.

Electric Business PK Express mutual Rob "site"

The exchange of electricity quotient and logistics began two years ago, finally concentrated in the recent outbreak. The battle between the electric dealers and The courier was mixed.

Express to enter the electricity business prospects bleak

Shun Fung Rapid Transit

Date: March 1993

Chairman: Wei

3 Electronic Business websites are launched, and Third-party payment licences are obtained.

May 2012, its electric business website "Shun Fung Optimization" Officially on line, located in the high-end food products.

March 2012, the gift electric business platform "ceremony" surfaced, has now entered the internal testing phase.

June 2011, the opening of the "Shun Fung e Business Circle", mainly to sell food mainly in Hong Kong only operation.

Shentong Express Date: 1993

Chairman: Chen Dejun

July 28, 2012, its electric business platform "Love to buy the network Super" on-line, September 20 or so can not visit, online less than 2 months that the failure to declare.

2009, set up a "Long Ticket Network" (renamed "Iron Friend Net").

Yuantong founded Time: 2005

Chairman: Yuweijiao

2008, the establishment of "Yuantong New Rural Network", focusing on sales of agricultural products.

China Post

Date: 2007

General Manager: Guohua

In 2008, he established a mail network with Tom.

Home Rush

Date: 1994

President: Chen Xianbao

2010, the establishment of the electric business platform, "E Buy House urgent delivery."

High cost of express delivery by electric dealers

Amazon China

Date: 2000

CEO: Wang Hanwa

"Semi-integration" mode: Self-built logistics center, master the core logistics team, and the non-core logistics outsourcing. Its Tianjin Operations center area of more than 160,000 square meters, is so far in China's e-commerce industry, the largest and most advanced Operation center. Amazon, in addition to China, is not a global distribution business.

Jingdong Mall founded Time: 2004

CEO: Liu

"Vertical integration" mode: Direct control of logistics links. But at present can not complete all the business distribution alone, in the two or three-line city continues to work with Third-party logistics companies. October 15, 2012 began, the electric business Jingdong Mall and Private Express Shentong no business dealings. June 2012, access to express business license.

When establishment time: 1999

CEO: guoqing

"Self-built logistics center, but the distribution link full outsourcing" mode. Compared to Jingdong Mall and Amazon China, when the model is a more light asset logistics model. At present, Beijing, Shanghai, Guangzhou and other 6 logistics centers have been built.

Goods creation time: 2007

CEO: Aged

Self-built distribution company "such as Wind Tatsu" express. But this year cut 2000 employees, accounting for 50% of the workforce. The 26 cities originally covered will be abolished to 6. Where guest related personnel respond, this is to reduce costs, to achieve profitability. June 2012, access to express business license.

Alibaba founded Time: 1999

CEO: Ma Yun

And its Taobao hope to establish a "logistics cooperation/information integration" model. March 2010 Ali shares in Beijing morning rush, due to the phase of its "cloud logistics" concept. In the "Double 11", the Cat and nine Big Express company to cooperate. Gongtao, director of logistics, said: "If there is a third party logistics companies can be the distribution business to achieve full customer satisfaction, we will not do logistics." ”

No. 1th Shop founded: 2008

CEO: Gege

2012, in Xian, Shenyang, Xiamen, Jinan and other cities set up warehouses, in hundreds of cities set up since the distribution site.

Good fun to buy

Establishment Date: 2007

CEO: Li Shubin

October 2011, self-built logistics Company "Still orange".

Suning easy to buy

Date: 2009

CEO: Li Bin

Currently in the country has more than 300 distribution points, more than 1600 from the point of mention.