Where passengers under the wind by the world Arima took over

Chen Shanshan Zhao Chenting

[Expected in the third quarter of 2014, Tiandi Arima Group will complete the acquisition of Fuda Express]

"One of the most important assets of Vanke is one of the most important assets but also one of the most annoyed and tangled businesses for me." This is a public evaluation made by Vanke Eslite CEO Ayeyeongda on its 2011 logistics company.

Today, the old age no longer need to "worry" as the wind of business.

After the low profile was completed last year, the asset divestment between Vanke and Vanke was announced on June 30 that Windward reached the Arima Group, a highway expressway operator wholly owned by CITIC Foundation, and will operate independently as a express brand under Arima.

Farewell to all customers

The acquisition of such as the wind express, Vanke Eslite established in April 2008, is the earlier e-commerce delivery business courier company. However, the service of its customers is not limited to where the customer Eslite, but also millet, China Merchants Bank, China Mobile, excellent network and so on.

Seeing as the wind step by step away, and finally into the world Arima arms, aged and his Van Passenger this time is not willing to talk about. Where the relevant person in charge of passengers just tell the "First Financial Daily" reporter, specific questions can go ask such as wind aspects.

In contrast, the rapid release of such a "good news" on its official website, weibo (20.48, -0.16, -0.78%) showed a high profile.

"For example, Windstar has transformed from corporate logistics to logistics social express delivery since 2011. At present, any customer Eslite is still one of the major clients of Windward, but its business volume accounts for only 10% of the total volume, , Fully embodies the success of social transformation such as wind. "Such as wind-related aspects of the responsible person told reporters.

Behind this is the ups and downs of the wind up to more than 5 years.

According to the industry's popular statement, such as the establishment of wind quite quite a chance. As a senior under the age of excellence, such as general manager Li Hongyi when the general manager of Van passenger logistics in 2008, due to over-trust of opponents, leading to any offensive custody of Shanghai offensives, a huge loss, under the old hatred Li Hongyi derogatory To be responsible for courier business. The courier business was just a small part of Vanke Logistics, only a few dozen people.

Li Hongyi holding 100,000 start-up capital, with the wind up.

Subsequent events such as Wind demonstrated a series of lamentable expansion figures: less than 50 in 2008; 1260 in 2010; and 5,000 in 2011.

For such as wind, where the passenger side was given the data, self-built logistics has been for all customers won a lot of good shopping experience reputation, and where the customer in exchange for more than 50% of the second purchase rate.

Public data show that as of 2011, such as the wind express outlets opened up to 26 cities, the site reached more than 400, self-built logistics part of the total distribution volume of 60% to 70%. At the same time, all customers will create a 24-hour distribution circle, with Beijing, Shanghai, Guangzhou and other logistics centers as the core of all passengers, opened within 24 hours of 300 hours delivery service.

However, the following 2012, Van off began to have to stop. In August 2012, Ruifa staff broke the news that as 26 cities previously covered by the Fengda Express Network will be reduced to 6, at the same time, 2,000 employees will be laid off and the layoff ratio will be as high as 50%.

In fact, Ruifa layoffs are only part of the overall adjustment of Vanke. In accordance with the earlier plan of the old year, 2011 will be the key year where Vanke will establish all-embracing status. The goal is clear: where the passenger reached 10 billion annual revenue scale, an increase of five times. But the end result is that when the passengers encountered the most difficult time since its inception, old age to carry out drastic internal exchange of blood.

After such a transfusion, once proud of China's clothing B2C Eslite has never been restored, "vitality."

According to survey data provided by Analysys International, the B2C market in the first quarter of 2014, the trading volume of clothing categories share ranking: Lynx 77.7%, the only product will be 5.5%, QQ online shopping 5.3% Jingdong 2.3%, where guest Eslite 1.6%, Dangdang 1.6%, Amazon (324.78,0.21,0.06%) China 0.9%.

At the same time, logistics costs have become a heavy burden on all passengers. To this end, in 2013, Deng Bin, general manager of FENGDA, said that if FENGDA has completed the divestiture with Vanke with a low profile, and transformed the independent third party open logistics to complete the asset divestiture, Party A customers.

"If the wind up this time choose the world Arima is not sudden." In the electricity supplier industry observers Lu Zhenwang view, compared to 3C, large appliances, fresh and other categories, the difficulty of distribution of clothing categories is not large, self-built logistics The cost is much higher than the third party.

"Completion of the delivery of all orders, Hanlaobaoshou, such as the wind of the gene was not born out of the market mechanism at the beginning.With the divestment of assets, already in the" three links up "and many other third-party express market full competition, such as Wind Tat want to be completely responsible for their own profits and losses is not difficult, "explained Lu Zhen Wang.

World Arima took over

In the near future, Fengda will be run by Huayu, a road transport giant.

This is the first acquisition of the world's highway express giant Arima after the foreign-controlled company transformed itself into a subsidiary of CITIC Fund last year.

World Arima one person told the "First Financial Daily" reporter, the company hopes that through this acquisition, expand the existing business areas, to the integrated logistics service provider transformation. After the acquisition is completed, "Rufengda" will operate as a express brand under Arima Arima.

Founded in 1995, Arima World, originally the international express delivery giant TNT Highway Express enterprises. In March 2013, TNT announced the sale of Tiandi Huayu to CITIC Fund. At present, Tiandi Huayu has a total staff of 16,000 and owns 56 transit centers and 1,500 outlets in more than 600 large and medium-sized cities throughout the country, and is still continuing the services of previous expressway "Dingri".

World Arima said the above sources, is expected in the third quarter of 2014, World Arima Group will complete the acquisition of such as the wind express delivery. After the acquisition is completed, Tiandi Arima will have two major business segments of Highway Express and Domestic Express, which is also one of the measures for the Company to transform itself into a "comprehensive logistics service provider".

It is noteworthy that, in addition to the world of Arima, the current income scale among the top domestic road transport providers, another road transport giant Debon logistics, also officially launched the end of last year express delivery business.

In response, Express Logistics Advisory Network Xu Yong, chief consultant of this reporter analysis, compared to express delivery companies, road transport companies higher cost, lower profits, while the current electricity supplier distribution market demand is still growing, is the highway However, the modes of operation of express delivery and road transport are completely different. The former is a personalized service that requires pick-up from the door and the latter is standardized service. The customer needs to deliver the goods home and therefore needs to operate independently. The biggest challenge this time will be funding.

According to report, at present, the business scope of Fengda Express covers 340 large and medium-sized cities across the country. The network is dominated by direct sales and agency. An industry source told reporters that in the domestic courier companies, such as the size of the express delivery is still small, but the current courier industry is highly competitive, there is not enough capital and network support, it is difficult to win the competition.

"The future courier companies will further survival of the fittest, small courier companies to personalized development, medium-sized courier companies to the professional development, and a large courier company's development direction is to the integrated logistics, supply chain provider transformation, which is also foreign express giant FEDEX, UPS, etc. are already doing. "Xu Yong pointed out. getty map