In the past year, the express industry, the development of electrical and commercial logistics is growing faster, the third party logistics is a new challenge. The operation mode of the electric business Logistics "trunk + Warehouse + landing with" mature, the traditional courier companies will lose a lot of market share. At the same time, the electric business logistics and express industry will also have huge logistics costs, industry supervision and other factors, and the ten popular words here, very good expression of the industry in the past year.
At the beginning of the year, the traditional business Express and online shopping promotion overlay appeared, express business volume again appeared peak. Good and moving state post Office suddenly action, a paper documents on the express industry to standardize: During the Spring Festival if due to stop mail or stop delivery caused the whole network can not smooth operation of enterprises, to return Express business license.
"Buddy, excuse me, you're blocking my cell phone signal." ”
The author thinks that the state post office is purely "black humor". It's like our parents ' plots of land, after 10 years of imprisonment, and finally get permission, and so you in the "plots" sweat, day and night work, after untold hardships, wasteland reclamation for fertile land, production team suddenly told you this is also one of the country's resources, must obey the group to arrange what kind of crops. This result is not only painful but also unbearable.
So Dangdang CEO Guoqing said: "Express delivery company service is not good will be eliminated by the market, the use of National Post Office tube?" Can you handle it? 2011 National Post Office to standardize the market banner of the Private Express industry a series of movements, always feel that the state-owned EMS and private courier companies in the competition in
The state Post Office has a wide range of administrative permission to confuse private courier. Private Courier opened up a new market and make it bigger, the state post office jumped out "license." It's too much of a "nonsense"! Why should I ask for your permission? But the reality is that it cannot survive without its permission.
So the 2011-year summary of the first choice is the state post office "nonsense" regulation, can be launched in 2011 network popular first language to describe: "Buddy, please, you block my cell phone signal." ”
"I envy you!" he said. There is such a successful father in such a small way. ”
Before there is excellence, easy to hear, Jing-dong, when, where guests, good buy and so on since the construction of logistics department, after the bowser, only goods, catwalk, etc. in the follow up. The world knows that the Beijing-east and Taobao PK the only unique trick is its logistics system. Jing Dong's trick is Taobao's life door, because Jingdong Mall CEO Liu already know: low-cost environment of the electric business atmosphere, selling goods have no profit can map, planning the future of the electrical business Logistics generation operation is the right path. Then every guest CEO aged also said: "Every customer is not valuable, such as wind up valuable, such as the Wind Tatsu is the most important piece of assets, is now open to the Uniqlo, excellent buy nets and merchants Bank." ”
Looking back over the past two years, the VCs have been throwing money at the electricity dealers, but most of them have smashed into the high promotion fee this "black hole", there is no good opportunity to live logistics. So the star of the chairman Chen Ping is very envious of envy, said: "The electrical business self-built Logistics is in the Rob Express enterprise's job." "In fact, the essence is: no matter now or in the future, express enterprise ecosystem because of its barbaric nature of the growth, Rough joined the foundation, resulting in the express industry can only meet the distribution area unlimited expansion, the aging fast long."
However, the more fundamental requirements of the electric Business Logistics are: Service Consciousness, Package non-destructive, and warehouse operation capacity. These 3 more fundamental requirements for the franchise mode of the express companies, can only be helpless, powerless. Therefore, Chen Ping's bombing of the electricity business to rob the job is futile, to blame can only blame themselves did not create a good foundation. Express enterprises as long as or join the foundation of the model, it is doomed to be unable to obtain the trust and favor of the electrical business.
Then join the mode of private courier for the self-employed mode of shun Fung and the electrical business from the construction of logistics can only hope and sigh: "I really envy you ah!" So small there is such a successful father. ”
"Oh, you're so busy!
When Shun Fung in Shenzhen to cover the hidden test of water retail plot to establish a convenient "kingdom", Yuantong in Chengdu Joint dance Dongfeng Supermarket store delivery, a friend asked me: Does it mean that China Express will borrow convenience store across the last kilometer?
My answer is: NO.
Convenience store and express cooperation, this way has been popular in overseas for many years and increasingly mature, and deduction point profit distribution mode of cooperation in the domestic but it is difficult to get through.
Undeniably, express business and convenience store integration is indeed a great progress, encounter the recipient is not at home, or inconvenient to receive the case, you can send the express to the other side of the door or the company downstairs convenience store, customers will then take their own pieces to improve the rate of return and to save the cost of circuitous delivery.
But because most of the convenience store in the downtown area, the Downtown Express volume is the largest, customers take pieces of parking inconvenience and open box acceptance and packaging, and so many links, resulting in greater implementation difficulties. The most lethal or downtown Express enterprises already have a dense network, and the convenience store area is small, storage space limited, express delivery, distribution of turnover frequency higher problems, so that the popularity of this model is blocked.
So: Think and try can, to put it when the ideal to do, the author can only advise: Ouch! You are so busy! Don't go to the bathroom yourself. ”
"Your stupidity is always so creative."
The author has put forward a point of view: when we do a certain commodity in a timely manner at the right time to our warehouse, that is, almost 0 out of stock, 0 single, zero inventory level. So we don't have to spend a lot of capital on inventory?
Seriously, think of our electric dealer's sales and inventory ratio and turnover are afraid, with 100 yuan accumulation of inventory, only sell 1 yuan, leaving 99 yuan in the warehouse, also often out of stock. This inventory is annoying and stupid. But the folly of 2011 seems to have been less valued, but more fierce.
A few days ago a netizen burst material every customer honest goods die inventory a billion of yuan, staff wages at least 500 million yuan per year, 4 years cumulative deficit may exceed 2 billion yuan. Although Fank said it was purely a rumor, however, smoke, aside from the issue of capital, then a large amount of dead inventory is enough to show that there are serious problems.
I often communicate with some of the CEO, always ask how many SKUs (inventory units), CEOs always intentionally or unintentionally exaggerated their SKU amount. What does that mean? The SKU stock becomes the façade behind the electric dealer's impetuous. Here again to mention the folly of the stock of SKU, hope that the 2012 electric Business Logistics summary is no longer rich in this creativity.
"Come to this world, I have no intention of going back alive!"
The earliest appreciation of Lok Tao Network CEO Bi Sheng, due to his shocking entrepreneurial micro-blog: "Entrepreneurship is to put you in the wild, surrounded by a group of wolves, you are hungry three days did not eat, you said Lao Tze is a billionaire, do not get some sea cucumber abalone I do not eat, this time to climb out of a mouse, you are starving, it, eat alive. This is a pioneering person must have the quality, you do not have this quality do not start a business. ”
But began to despise the Bi Sheng margin so he said that the electricity quotient is "the hoax" The Speech data: Amoy's logistics expense accounted for its gross profit margin 1%, operating costs accounted for 8% of gross profit, return cost accounted for 2%, we all like online shopping, I teach you the way to death, you see the same thing two sites are sometimes, you pick up the payment of two orders , whichever goes first, and the back to the other. Amoy 2010 sold 1 million pairs of shoes, 100,000 people are doing this, has 2% disappeared, 11% minus 2% left 9%. Again, packaging costs accounted for 1%, a box is 2 yuan, the remaining 8%, not tax.
Return cost account for 2% of gross profit margin, I am sure this is a real scam data. Don't want to analyze how many people to play Bi Sheng teaching method.
As for the industry is not cold? The author shallow point of view: 1. Market demand for online shopping has not stagnated; 2. The consumption ability of net-purchasing users is increasing 3. The market growth rate is more than 100% per year, 4. See the United States, Japan, Korea trend to know that the electricity business spring has not come, talk about winter; 5. The use of this impetuous year, for the real earning power of the electricity quotient, is actually to seize the market a great opportunity.
I really appreciate the old "scam" critique: 1. Truly qualified to evaluate a company is good or bad, only its users, where the user experience is the core. 2. Sing decline no basis, looking at the office front desk more and more parcels, the road more courier, what reason to sing decline? 3. Excellence has gone 11 years, is it a hoax? Especially as a dealer, since stepping into this industry, you should believe it, otherwise do not enter.
Looking back on the 2011, the value of the electrical business logistics level is becoming more and more evident, not the cold cost of winter signs. such as wind Tatsu, Jing-dong, when, good buy and so on have embarked on the opening of their own logistics platform, began to profit path. Jingdong has even built 300 vehicles trucks to advance the trunk and feeder logistics transport market. Plan to control the whole distribution chain, for the electric business logistics generation operations to win the initiative and the absolute advantage is poised.
Aged, Liu, Guoqing, luming from stepping into the electric trade routes, and constantly to supply chain for the first layout, wantonly set up E-commerce Most valuable one-warehouse operations, and constantly shorten the distance and time with consumers. Again and again the big wave is a belief in support: "Come to this world, I have no intention to go back alive!"
Therefore, the electricity business sinks to build the logistics, not only for the sale outbreak, but to become the future king. Amazon since its inception in 1994, has been in warehousing, logistics, technology and supply chain integration continued to invest for 10 years, the total investment of billions of dollars, which makes the Amazon long-term loss, founder Bezos thus become "the most unpopular Wall Street people." However, by the time the infrastructure has been built, Amazon is rapidly entering the burst-growth phase. Super strong logistics capability and computing power, and even developed into a new Amazon potential business. Naturally, Bezos has also become the "most strategic visionary person" in the field of E-commerce.
"Boy, the Fool cannot revive!"
October 11, 2011 Taobao Mall issued a new regulation, some businesses to use a variety of opportunities to resist or even attempt to overthrow Taobao's various effective management rules, they put forward the "cancellation of the difference" and other requirements, in an attempt to subvert the survival and development of e-commerce and credit evaluation, at the same time, inciting netizens to attack businesses Alipay to pay the way to fight against Taobao and Taobao big sellers. According to statistics, as of December 12, 2011, these people a total of 417 pieces of bad products, attack merchants 275, they also launched malicious clicks on 441 keywords, peak malicious clicks more than 600,000 times, in just two months, Taobao has been malicious attacks more than 10 million times. Before the new year again to Hong Kong, in Central Plaza Erection Hall curse Taobao.
In the face of this series of very retarded behavior, the author here just want to say: "Children, stupid people can not be resurrected Ah!"
As for Taobao, the author, despite sympathy, was disappointed. Annual clamor to do logistics, the result of the year old Peach Blossom is still, only to hear the Thunder does not see rain.
Ma repeatedly to foreign High-profile claims, to cast tens of billions of dollars into the positions and engage in the national "8-hour" arrival system.
What the elder brother has always said is hearsay!
Rumors Taobao first warehouse is located in Dongguan Shilong Port water terminals in Dongguan Sinotrans Logistics Center, the author has been no time to personally see. But no matter what, Taobao is now belong to no sincerity to help businesses solve logistics problems. This can be judged. Because the so-called investment 30 billion yuan do not choose four flowers, but only one warehouse, want the National 8-hour limit up to, or ma silly, or the world people silly!
"You're not going to take me as a holiday because we have a problem." ”
November 11, 2011 known as the "Century Singles Day", the author opened the computer to work in the morning to see a beautiful woman QQ signature: "This year who would like to accompany elder sister a Singles Day, elder sister let him next year Father's Day." ”
On the same day micro-blog on the display of the sales performance victory repeatedly. 0 o'clock I was very excited before the start,:001 I began to worry about, my company's a printer because 24 hours non-stop job printing orders, and finally "tired" to spontaneous combustion. Taobao Mall and Taobao Bazaar on the day sold a total of 5.2 billion yuan of merchandise, equivalent to the annual average level of 3 times times. According to Taobao market share, the day of the national online sales of more than 9 billion yuan ...
I immediately commented on micro-blog: Singles Day what are we intoxicated with? What's the verdict? How many hours of overtime do we have to hand over the goods to the third party logistics? or a celebratory drink in our hands?
A Zhong Tong site boss replied: "To our distribution center to see it!" piled into the mountains of parcels not only serious than we are equipped with load, but also blocked the site of the transport vehicles, 3 days ago in the province of the outside is actually now in the distribution center lying! Out of the way out, into the not to go. Electric dealers in the holiday, Express was when the festival.
Look back to see the sequelae of our Singles Day: 1. From north to south of the "Singles Day" Express, 10 days after the dry line on the run; 2. Daily return to the main line of vehicles did not integrate the increase, the original "Singles Day" is only our electric business wishful thinking to drive the whole social migration of the so-called dream; 3. How many electric dealers
Tens of millions of dollars of miracles, are just the front end of the miracle, back-end complaints Chenghai will also be a miracle, because the benefit chain is not shared, the consequences have long been doomed.
How many people know that the electrical business "Singles Day" logistics Sequelae bottlenecks in the main line of transport, this is the business and Taobao can not be controlled. So 2012 Taobao must try to find ways to make it controllable, the best way or to rise to the government to pay attention to the level, otherwise, 2012 "Singles Day" electric dealer sales 10 billion yuan how, always a nightmare.
"Don't Look back, brother Love is only your figure." ”
In the Shiji, Gang, burst warehouse repeatedly in 2011, foreign-owned electric business DHL unpopular to the domestic express business to private companies, defined as foreign capital into domestic courier eventually no fruit.
DHL has gone, is the southern orange or do not understand the national conditions? Once the lofty sentiments, now empty bags, who's over? A: Express industry conditions. What is the national conditions of China Express industry? 10 words: "The price is a prostitute, service is the arch." "To be a son of a child can not erect a memorial arch, erected the arch can not be a prostitute, but can steal people."
DHL did not learn how to steal people, so the arch fell, the son did not do. DHL and the withdrawal of friends and Passepartout's takeover, between the two, just replaced the shareholders, their own friends and Doutong and DHL is a partner, for the is able to receive file Express business.
is not the courier industry can not operate documents Express, can not be in the Big Express in the foothold? This author is very confused, but still message DHL: Leave China! Don't look back, brother Love is only your figure.
"The doctor told me to do photosynthesis and not stay up late." ”
The author has a micro-blog survey: What is the value of the logistics cost of electricity? The answer is: 1. Any differentiated user experience logistics means, such as: self-built, try wearing, return goods, logistics fee coupons. 2. Any reduction of user distance and improve delivery speed of logistics means, such as: the development phase of the premise of the system construction, warehousing, enabling the Commonwealth or Shun Fung, trunk + landing mode, the use of applicable logistics equipment.
This can be seen, whether it is a supply chain, or try to wear (trial), are inseparable from the "trunk + warehouse + landing with" the standard value of the electrical business Logistics embodies. At present, the Beijing-East warehouse since the building, landing and also since the building, the main line since the building became inevitable.
The next 5 years will be a big step for other companies in the standard mode. Once the electric business logistics on behalf of the operation "Trunk + warehouse + landing with" mode of maturity, the original barbaric growth of the private courier market share will be greatly eroded by the construction of the giant. Therefore, the private courier scheme to integrate and jointly create a total win, the production of photosynthesis, the annual closure of more than 10 are normal.
From the house rushed out of Chen Ping, 3 years ago, built a morning rush, after several rounds and ups and downs, finally prescient once, in the right time to go right the way, merge Xin Feihong, photosynthesis, no longer stay up late. Transformation to do the landing mode, give up and four-pass competition that one MU three points, do the role of the regional princes, surrounded by the city from the countryside.
"I have a basket of wishes, but not a meteor." ”
In early 2011, CCTV exposed the logistics body of three mountains, triggering the attention of the whole society. The 2011 National Highway fine has exceeded 500 million yuan, our government in "to punish escrow" behind, is the logistics industry unbearable. Because these fines are ultimately spread to the operating costs of the enterprises, reducing the product margin.
From 2001 to 2010, the price of No. 0th diesel rose by as much as 173.3%. Road and bridge industry profiteering has far more than oil and real estate industries. A company that runs highways in Guangdong has a net profit margin of 47% in 2011.
2011 We are not only the railway, highway charges are still a wide range of items, the port department is also the case, the need to pay the weighing, laboratory fees, warehousing costs, back to vain, difficult operating fees, removal fees, in addition to miscellaneous, cast fees and many other costs, who are overwhelmed.
2011 Logistics costs, taxes and all aspects of the fare increase, accounting for more than 60% of the terminal price. 2011 China's total logistics costs accounted for the proportion of GDP is still about 18%, still more than the developed countries are one times higher.
These three mountains, any one of the costs will eventually be transferred to the economy, logistics enterprises transferred to the retail trade, the retail industry to transfer to the manufacturing sector, the two sides of the manufacturing sector is sandwiched between the growth of labour wages, raw materials growth. So the low cost advantage is getting farther away from us.
Now our enterprises, the total amount of taxes accounted for the profit 58%~72%. Among them, 25% of the profit is the enterprise income tax, 10% is the land use tax, plus the business tax and other such as urban construction tax, education additional, the logistics enterprise that needs to purchase the vehicle should bear 17% VAT input tax, and vehicle purchase tax. 58%~72% is only a dominant tax, and the hidden tax includes fuel tax, personal income tax and so on.
Even look forward to the CCTV report, but after the report, the river still, a basket of wishes, always waiting for a meteor across.