The focus of the electric business war shifted from price war to logistics warfare

Previously reported that the cat double 11 return rate reached 25%, and Jingdong said its return rate is only four out of 10,000. Experts said that due to slow logistics, many consumers are impatient, direct return, resulting in the return rate of the cat is significantly higher than the jingdong and Xun have its own logistics of the electrical business.

Double 11 a large number of orders produced in the end when to the hands of consumers? A few days ago, Jingdong chief market official Lan Ye to this reporter said, double one when the east and the use of Beijing East logistics seller orders, yesterday basic realization of the investment. Double said yesterday that the total production of about 200 million packages, has been from the delivery tide into the arrival tide, 90% parcels are on the road.

BoE admits spending at end of year

Lan Ye told reporters that during the November 11, the Beijing-east turnover exceeded 10 billion yuan, the figure is 2.5 billion yuan last year 4 times times, accounting for the entire annual sales 5%~6%. Alibaba, another electric trader, announced a $35 billion sale in Double 11. In this regard, Beijing-East Vice President Li Xi that Alibaba and Jingdong are two business models, Alibaba is a pure platform, the number of businesses is very large, and jingdong-oriented, so sales can not be compared.

He also admits that the 11 will indeed overdraw consumer spending for some time to come, and that some fast-moving consumer goods will recover quickly, and that the recovery of consumer durables, such as home appliances, will take a long time, and that the overall overdraft and impact on sales in the next few months.

Returns are no higher than rumors

In response to the current spread of double a return rate is too high, Lan Ye said, from the current data, this month 11th ~ 14th period of return exchange rate did not significantly improve, even from the current point of view has been reduced, usually 4 per thousand, double 11 period is four out of 10,000. But Jingdong also said that the current value is not complete, because a lot of orders (COD) has not been finalized.

Industry view

The advantages of own logistics electric business

"Double 11" after the big promotion, more and more consumers began to pay attention to the sudden increase in orders caused by the explosion of warehouse and distribution delays, the state post office is expected from November 11 to 16th, the industry-wide processing of mail will be more than 323 million pieces. According to data, of which about 200 million are from the cat, and the use of pure platform model of the cat, are Third-party business sales, distribution is dependent on Third-party logistics companies to complete, its distribution is more difficult, the return rate is significantly higher than the use of independent logistics of the Jingdong, Xun and other electric dealers.

From the distribution time limit, although the Double 11 package is usually more than a few times, but the use of independent logistics of the Jingdong, Xun and other electric dealers generally can be completed within 1-3 days, and rely on Third-party logistics of the day cat distribution cycle is significantly longer. From the return rate, due to the slow logistics, goods are not in sight, many consumers are impatient, direct return, which also caused the return rate of the cat is significantly higher than Jingdong and Xun, the latter only 1%~2%. However, insiders said: "The cat's return rate may be higher, but there is no outside rumors of 25% so outrageous." ”

Some people said that the "three-Chichodovan" of the daily delivery capacity of the package, plus China Post, the 300 million-plus package all sent to 10 days and half months. In view of this pain of the traditional electric business platform, the self logistics advantage of Jingdong, Xun net and so on has been embodied. Xun Lin, vice president of logistics and distribution, said according to their own strong logistics system, the company in the double 11 period can also be cashed "one day three send" commitment, Jingdong said, and even can be free of business distribution fee, this year, double 11 about 20%~30% merchants chose the service, we spent tens of millions of yuan cost subsidy.

It can be foreseen that the electric business enterprise double A big promotion competition focus has shifted from the previous price war to the logistics war.