Express Lake: Struggle and Invasion

Summary: The dominant Express Lake: Struggle and invasion in deep trouble, in the collapse of the edge of the Private Express Enterprise Shanghai Chiaise Express (hereinafter called CCES) ushered in the new owner, main business, commercial real estate and financial investment in the field of the Chinese Red Chamber in July 12 Xuan

Master

Express Lake: Struggle and Invasion

In deep trouble, in the "Crash" edge of the Private Express Enterprise Shanghai Chiaise Express (hereinafter called CCES) ushered in the new owner, main business, commercial real estate and financial investment in the field of the Chinese Red Chamber announced July 12 mergers and acquisitions cces, so that this has a certain size of the courier companies temporarily avoid the fate of the market shuffle.

CCEs is also trapped in the internal and external environment as well as its own reasons in the struggle of the domestic express enterprise status in miniature. In many internal and external factors under the role of the so-called 7,000 enterprises for 700 billion market in China Express industry experienced a round of market "hand" baptism, has changed the lake.

From Alibaba (micro Bo) to Jingdong Mall, from the Red Horse, DDS to today's stars nasty, CCES, the domestic express industry has never been a lack of entry, but also at all times face the risk of exit.

A struggling person who drives a corner.

"The plates are bigger and the rules are more, but it's harder to do it," he said. "For more than 10 years in the express industry, has served a number of private courier enterprises in China, Mr. Wu in the interview with this reporter, so described today's express industry development," This is not a few phone several electric vehicles can be from scratch to do up the era. ”

And before the plight of the stars are similar, cces go through the join mode to seek rapid expansion of the path. In the market, the external environment is not dangerous environment, the franchise model can help enterprises to rapidly expand their distribution network at a lower cost, so many private express companies are flocking to the business model.

However, in the environment of rising oil prices and volatile economic conditions, many fast-growing enterprises rely on the development of Low-cost labor, product homogeneity seriously, "price war" one after the other private express enterprises inevitably into a dilemma.

"Network size is particularly important for express companies, but the expansion of the network is the most expensive and most time-consuming, so the catering industry to do more mature franchise mode so many express companies seem to see ' Overnight ' will be able to network outlets all over the country, then regardless of their own funds and management defects, blindly seeking large, this is also a lot of enterprises are now difficult to maintain the root causes. Mr. Wu told this reporter frankly.

"Under the market economy, the fittest is the inevitable result." "State Post Bureau Director Majunsheng 12th in Shanghai to receive this reporter interview, talk about the plight of some express enterprises in China, said," Many countries express industry by several large enterprises plus a large number of small enterprises in the composition of the market structure, but many small domestic enterprises are often not positioning themselves, blindly want to big, So there are a variety of problems. ”

The stars are anxious to chairman Chen Ping in the previous interview with the reporter also blunt "too anxious big" is the stars are forced to the "dead end" of the important reason.

Gao Boxuan, a senior researcher at the CIC consultant, looks at the loose management of the franchise model, which makes the company unable to implement effective management and control of its express business, low efficiency and high cost is the root of the cces to the edge of bankruptcy. In addition, the poor competition in the express industry "to increase the first death, do not increase the death" of the negative profit operating state, but also accelerated the cces capital chain of breakage.

"In addition to EMS, Shun Fung These are not the same level of enterprises, many of the domestic private courier companies into a bad development logic, low-cost expansion of the market-low level of service costs-low income inability to enhance the core competitiveness," Mr. Wu to our correspondent analysis, " The consequence is a large number of uncompetitive small enterprises in the market fight, whenever the external environment changes will shuffle out a batch. ”

External threats

Not only that, for all the domestic express companies, International express giant because of the restrictions of policy and regulations can not operate the domestic express business "protection period" is likely to be broken in the near future, which will bring more threatening than before the competitive environment, regardless of the state-owned EMS or has become the scale of private enterprises shun Fung fast transport, Or it is the "four-way, one-up" scale that is striving for ascension, and the real competition may not yet come.

FedEx and UPS, two major US express companies, filed an application for a domestic service business license last month, although there is no clear indication that the application has been approved, but according to some industry sources, "the approval is only a matter of time." ”

At present, the four international express giants have monopolized International express business more than 70% of the volume. Before quite a long time, although unable to operate the domestic express business, but these several foreign-funded enterprises have been quietly in the Chinese market layout very long, and received a very good effect.

July 12, the German DHL set up in Shanghai Pudong Airport North Asia Transshipment Center officially announced the opening. The 13-field-sized hub can handle 20,000 parcels and 20,000 documents per hour, while connecting the freight network directly to Europe and North America.

FedEx has just completed the expansion of its location in Shanghai Pudong International Airport Operation Center, the expansion of the center will be more than the original area of nearly 50%, per hour of cargo sorting capacity of up to 9,000, more than the previous efficiency will increase 50%.

FedEx has also since July 2 to fly from Shanghai to Cologne, Germany, the MD-11 model to replace the Boeing 777 model, which will increase the supply of 8 tons per flight capacity.

Not only that, according to Shanghai Airport Group Co., Ltd. Li De 12th in an interview with the reporter, said FedEx will also be in Shanghai airport to build a larger cargo hub facilities, the area will be more than just opened the DHL North Asia transshipment Center.

Li De said the two sides will sign the contract early this August and release more details.

Although the air cargo industry is in a bad phase, according to Li De, but the Shanghai Airport Express business throughput is still growing, in the value of goods is also significantly higher than other types of goods, DHL, FedEx and UPS volume of goods accounted for only about 10% of Pudong Airport freight, but the value of shipments accounted for 40%.

Previously, UPS at the Shenzhen airport's Asia-Pacific Transshipment Center has been in operation for 2010 years, and through the acquisition of European express giant tnt,ups is likely to be through TNT in China's wholly-owned subsidiary of the World Huayu to obtain a large part of China's domestic road freight market share.

Although some people in the industry view, foreign direct access to domestic express industry does not necessarily cause too much impact on local enterprises, because of the higher cost of foreign express, network coverage is narrower and so on, so the short-term domestic express companies will also have a larger space for development.

Cross-border

Electric quotient "Wolf into the Flock"

Despite the controversy from the birth to the present, but the construction of the logistics business model from the "case" evolved into a "trend."

Zhou Wei, a partner in charge, is a staunch supporter of self-built logistics. "You can flip the story four years ago, when Jingdong began to build its own logistics, and the sound of the outside world was almost all questions and objections." But now, many people who laughed at Liu have also started to go his way, which is very descriptive. ”

The situation is indeed as Zhou Wei said. In Top10, in addition to the platform properties of the cat (Micro Bo) and QQ Mall, only the only one has been listed when the third party logistics is still adhered to. Whether it is a foreign Amazon (micro-blog), the traditional corporate background of suning, Bowser, or shop 1th, where guests, such as the upstart, are in the construction of the logistics camp in full swing, investment at a billion of or even nearly billion. And the originator of the logistics of the founder of the recent even applied to the electric business of the first express license, and announced next month to open the door to undertake third-party business.

Obviously, in the self-built logistics, a lot of the manufacturers of the business have been more and more chips, and waiting for them is a game what kind of gamble?

"No way."

Wang Haihui is the 1th store responsible for logistics operations, vice president of the "since the construction of logistics is not a way to the electricity dealer" This argument, he does not deny.

Prior to that, there have been three years of use of the third party logistics history, but the quality of service is difficult to satisfy the BoE. After, Jing Dong found Shun Fung, Liu want to outsource their logistics business to the domestic service quality of the highest courier company, the results failed. The reason is simple, the price cannot be discussed.

"Do logistics, not the electrical business themselves think and do not want the problem, but the reality of the decision, the reality is that the pace of domestic logistics development is much lower than the speed of e-commerce development." Zhou Wei said.

According to the National Post Office statistics, last year, the country-wide express services business income growth of 31.9% per cent year-on-year, but the Beijing-east last year's sales achieved at least 100% year-on-year growth, 1th stores last year announced a year-on-year growth of more than 3 times times. Today, they have more than 70% of their orders delivered autonomously, and Wang Haihui says the ratio will be further enhanced in the future.

Although, the original do logistics a bit "spot" helpless, but simple helplessness is obviously not enough to push the electric business half or even most of the vice of the net worth to do logistics.

"Theoretically, the cost of the self-built logistics will be lower than that of the third party, because the third party will always have to leave a profit margin." "Wang Haihui Analysis said. In other words, the third party gives the wholesale price, and the team gives the cost price.

The problem is that the courier industry is economies of scale, must reach a considerable scale, the cost advantage will be reflected, Wang Haihui revealed that in some of the first-tier cities, the 1th shop's self-built logistics distribution cost has been lower than the third party logistics, as for the size of the critical line is how much, he said, according to different regions and commodity categories will be different, But according to their calculations, if each distribution in the daily distribution of 40-80 per day, the cost of self-built logistics and third-party logistics may be reversed.

Auto-Build Logistics betting

However, regardless of the benefits of the logistics, the brutal reality is high oil prices, human costs soar, in recent years, the logistics industry is not easy. A widely cited industry figure is that the profitability of the express industry has slipped from 30% in 2005 to 5% to 8% today.

So the "dire straits" of the industry environment for the less well-off on the electricity dealers, it is not the worse?

Zhou Wei said that external factors are not the obstacles to the electrical business to enter the logistics industry. "Because it's the same for everyone. This is like two of people in the forest to meet a bear's chase, people may not run faster than bear, but still want to run, because he just run faster than the other person, he is safe. ”

When it comes to reducing costs, Wang Haihui has a lot of experience and even a lot of examples of laughter.

"Now we are installing automated sorting machines in Shanghai, from artificial identification to fully automatic recognition, which can reduce the cost of human resources to 20%." ”

Wang Haihui said that the courier industry before the feeling is Harting, but in fact, this line now has a very high technical content.

Liu also believes that logistics is not simply rough physical work. "This set of management system is very complex, the threshold is very high, give you 100 billion you can not establish a shun Fung overnight, the same as Jingdong." Time is the most difficult threshold to overcome. ”

After getting the Express card, the outside world began to wonder, to the Beijing-East led by the Merchants Electric Chamber of Commerce to subvert the existing express industry.

"Now the electric Business Express basically only enough to eat their own food, funds and other aspects of resource constraints so that it has not yet been able to vacate the hand to expand, but in the future, electricity business in the first three of the industry's logistics enterprises is entirely possible." "Zhou Wei with the wolf into the flock" to describe the electrical business into the express industry, in his view, the big guy in the electric business is a gang from the Red Sea to fight over the people, the pursuit of efficiency is almost extreme, if entering a relatively weak environment, it is no doubt can set off waves.