Chengmenthe, implicating. Since the electric dealer suffered capital cold winter, at the end of the logistics (is a customer to provide the city or the province of goods transshipment and distribution of the home delivery service) industry also followed in a dilemma.
"Upstream electric dealers have not earned money, will be the cost downstream transmission, and constantly reduce prices, compressed landing with the profits." "Chengdu immediately send Logistics Co., Ltd. (hereinafter referred to as" Chengdu immediately to send the company ") director, Deputy general manager Yang to the" first financial daily "that this situation in 2012 reached the extreme. 2012, is the entire electric business industry by the capital market neglected one year, but also is the electricity business industry reshuffle one year, each big electric business enterprise's environment is very bad.
The homogeneity of the landing industry competition is grim, also makes the price war has become the most advantageous weapon. North, upper, wide, deep and other first-tier cities of the floor with the lowest price has been killed to 3 yuan/single. At present, the entire floor with the industry's gross margin has fallen to 5%, remove network laying, oil fees, taxes and other costs, landing with almost no money to earn.
"No way, the landing with the industry only to do into Hong Kong business, too passive, upstream electricity to how much to do, do not have to do." Yang says some of the landing companies may be hard to get through this year.
Rather than sit and die, part of the landing with enterprises began to explore business breakthroughs, broaden profitability points, such as cold chain distribution, range, f2c (manufacturers to individuals) and so on. There are also some capital-strong companies willing to hold the ground with the position, the opportunity to expand. Obviously, the floor with the industry has entered the shuffle stage.
Profit is eaten away
As the end of the logistics supply chain, the landing industry is destined to experience the "trampled" stage.
All along, landing with the industry's main business only into Hong Kong, that is, parcels from the field to the local, and then by the local landing with the company to complete distribution. "Inbound business is very passive and can only be determined by upstream customers and pricing." Yang said that once the electricity trader is down, the profits of inbound business will be further compressed. Yang in Chengdu immediately sent to the company in the last year was greatly affected, "2012, the company turnover of 25 million yuan, the profit is only 1 million yuan, light a customer's price let us lose 2.7 million yuan." ”
However, this in the landing with the industry is not bad. Since this year, many landing companies have to accept the three or four yuan distribution price, and Chengdu immediately send the company a price of at least 6 yuan per order. Yang explained that the Sichuan region is large, most of it is remote mountainous areas, and the single volume dispersed, so each single distribution cost higher. At present, the company's gross margin is 8%~10%, which is equivalent to the landing industry in the golden period of the net interest rate level.
Industry insiders said, the best time, a regional company can make more than 3 million yuan a year. At 30 million yuan a year, the net interest rate at that time was at least 10%.
Micro-Mission Express Co., Ltd. (hereinafter referred to as "micro-mission") executive director Jiaming told reporters: "Before the landing with two golden period, the first is in 2000 before and after, specifically for the television shopping distribution; the second is 2005 years later, specifically for online shopping for distribution, and in 2009-2011 years to reach a golden period. ”
"Landing in the second half of 2012 began to enter the cold winter, because the upstream electric dealers encounter capital Winter, the capital pressure part of the transfer to the landing match." Jiaming said that the current floor with the industry's average gross margin of less than 5%.
In the case of micro-mission, the company's current price per single distribution of about 7 yuan, gross margin is less than 3%. Jiaming revealed that, due to the micro-mission covering Beijing, Shanghai, Guangdong, Tianjin, Hubei and other five regions, large-scale, is still in a loss, a monthly loss of hundreds of thousands of yuan.
"A lot of companies are losing money. Those Maori 8%~10% companies are mainly concentrated in the Midwest, the competition is not large, single quantity is not big, electric business enterprises can not bargain. As long as a province has two or three landing with the company, the prices are very sharp. Jiaming said that at present, in addition to the Yungui region, Tibet, Qinghai, Xinjiang, Inner Mongolia, northeast and other places, the competition is relatively small, other regions are very competitive, the east coastal cities even more.
With the development of the ground to date, the business type and service quality of each company are not much different. Because homogeneity competition is intense, can only pass the price to compete, but after the trade aihongbianye.
"Our turnover is expected to grow sharply this year, but the profits are not good, and several customers have to cut prices or reduce their orders this year," he said. The industry has been forced to make no profit. "Although the company's performance in the industry is not bad, Yang still worried."
Cost rises
One side is constantly eroded profits, while the rising costs, will be landed with the company in 0 profits or even negative profits embarrassing situation.
In fact, the landing with the company to do "last kilometer" distribution is very burning money, including the establishment of the site, vehicles and distribution staff reserves, oil costs and other cost. A midwestern region of the landing with the company's Head Wei (a pseudonym) told reporters that because of high operating costs, landing with the size of enterprises, the greater the loss.
"Like the Hubei Shennongjia, a week may only one or two parcels, hundreds of kilometers, if direct battalion, the need to transport through their own shuttle, one or two single freight only dozens of, the cost is hundreds of." Jiaming said that in order to control the cost, most of the landing with the company will be subcontracted to do township distribution.
Relatively speaking, Chengdu immediately send the company's network laying the cost of small, because it is the predecessor of the Chengdu Business Newspaper distribution company Logistics Business Department, backed by the Chengdu Business Report mature and huge distribution system.
"Our site, vehicles, distribution staff are the newspaper distribution system is already there, basically no cost input." Yang told reporters that Chengdu immediately sent the company's employees only more than 100 people, mainly to do operations, distribution, customer service, financial and so on, distribution to the Chengdu Commercial newspaper distribution system, the distribution system has more than 3,100 distribution staff. According to net released data, the national courier average salary of 3577 yuan/month, compared to February this year rose about 500 yuan.
At present, the private enterprises of the construction of logistics system is the main industry, the country has also issued a newspaper distribution system to do the floor, including Chengdu immediately to send the company, Beijing small Red Hat Express, Xian newspaper Red Vest Distribution Network Co., Ltd.
However, even if the newspaper distribution system can save the cost of laying the net, it still faces the loss caused by the aggravation of the tax burden.
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