Opportunities and challenges brought by the entry of express delivery industry into the 10 billion era to logistics

The logistics demand triggered by the rise of e-commerce has brought challenges and opportunities to the logistics industry.

I. Review and analysis of key events this week

(A) The rise of e-commerce triggered the demand for logistics, which brought challenges and opportunities to the logistics industry.

In recent years, traditional logistics enterprises generally face the pressure of intensified market competition, industry consolidation and reshuffle, and internet impact. The logistics demand triggered by the rise of e-commerce brings challenges and opportunities to the industry, forcing major logistics enterprises to try to change their business models and "compete for territory" through franchising and joining chains.

Recently, Deng Xiaobo, president of TNT Huayu, a private logistics enterprise, announced in Shanghai that it will comprehensively promote the franchise strategy and introduce the franchise model, and plans to open 3,000 new franchise stores in the next three years.

Deng Xiaobo said, "Franchising is required by the development speed of logistics enterprises today." At present, neither express delivery nor express delivery can achieve full network coverage, especially in economically underdeveloped areas, the advantages of franchising are prominent in this respect.

In addition to TNT Huayu, Debon Logistics and Cargill Express, domestic private logistics enterprises, are also laying out the joining mode. Debon Logistics recently launched a business partner program. Cargill Express also opened its franchise mode to the outside world.

However, some experts pointed out that traditional logistics enterprises are facing risks and tests in franchising. First, whether the management can reach a unified standard, if the branch does not do well, it may affect the company's reputation and image; Second, when local distributors grow up, they often leave the company management.

Franchising is only one direction of the transformation and upgrading of domestic logistics industry. The "China Business Logistics Operation Report (First Half of 20 15)" jointly issued by the Circulation Development Department of the Ministry of Commerce and China Logistics Information Center not long ago shows that the development of domestic business logistics and the transformation and upgrading of consumption patterns still do not match. In reality, the development of trade logistics is relatively backward, the logistics capacity can't keep pace with the upgrading of consumption patterns, and the distribution efficiency, scope and quality can't fully meet the needs of consumers. The future development of trade logistics must take the technical route of big data and intelligence, and actively meet the logistics needs of traditional industries to develop e-commerce.

(B) Express giants compete for market segments and seek new growth points.

Domestic express delivery companies have "gone out to sea" to find new growth points.

Recently, DHL, a world-renowned postal logistics group, signed a contract with China Super League and became an official partner of China Super League. Lin, CEO of DHL Express, said that DHL still focuses on the international express delivery business in China market as it did two years ago, and is stepping up efforts to compete for market segments such as health care and electronics industry.

Contact SF management.

At the same time, domestic express delivery companies including SF have "gone out to sea". DHL executives believe that the threshold for international development of domestic express delivery companies is very high, and the possibility of cooperating with domestic express delivery companies to expand overseas markets is not ruled out. It is understood that DHL has contacted SF management and expressed its willingness to cooperate with SF in international business.

Two years ago, DHL pointed out that it would focus on the international express delivery business in China, but not on the domestic express delivery business for the time being. Recently, Xu Kewei, CEO of DHL Express Asia Pacific, said that DHL's strategy in China market has not changed, and it still focuses on international express delivery business, with business in China and more than 200 countries around the world. "The company's expertise and investment in all aspects are aimed at international express delivery business."

The analysis points out that the domestic express delivery market is still mired in price war, the market environment is complex, the profit rate is low, and it is difficult for international express delivery enterprises to adapt, so the development and layout speed in China is slow.

DHL did not "give up" the domestic market, on the one hand, it competed for international express delivery business, on the other hand, it attracted e-commerce customers. According to company sources, the supply chain department will also cooperate with domestic enterprises and further deepen cooperation with Sinotrans in the future. Currently paying attention to cross-border e-commerce policies.

It is understood that international express delivery companies including FedEx and UPS are also expanding market segments such as medical and electronic products. Yesterday, DHL also said that the company will continue to invest and operate the above market segments.

The threshold for domestic express delivery companies to go international is very high.

In fact, in order to seek new growth points, domestic express delivery companies have also "gone out to sea" in recent years. Express companies, including SF Express, Tong Yuan and Shentong, have begun to expand their overseas networks and cooperate with local postal agencies to expand their networks.

Regarding whether it will cooperate with domestic express delivery companies, DHL executives said that there are many domestic express delivery companies and the possibility of cooperation is not ruled out. However, domestic express delivery companies need more investment and energy to get involved in international express delivery business, and they have not reached that level yet.

At present, SF is leading in overseas expansion, and DHL sources also revealed, "We have contacted the management of SF before, and if the two companies have the opportunity to cooperate in international express delivery business, we are also happy to cooperate."

However, Xu Kewei pointed out that the threshold for domestic express delivery companies to go international is very high. To participate in international express delivery business, they must have local operation experience, operation team and perfect infrastructure and network coverage.

Second, follow-up analysis of key policies this week

(1) The General Office of the State Council issued the Opinions on Promoting Online and Offline Interaction and Accelerating the Transformation and Upgrading of Business Circulation Innovation and Development.

Recently, the General Office of the State Council issued the Opinions on Promoting Online and Offline Interaction and Accelerating the Innovation, Transformation and Upgrading of Commercial Circulation (hereinafter referred to as the Opinions), and deployed to promote online and offline interaction and promote the development of physical stores.

The "Opinions" pointed out that the new generation of information technology has accelerated its development, and technology-driven business model innovations have emerged one after another. Online and offline interaction has become one of the most dynamic economic forms, a new way to promote consumption and a new bright spot in the innovation and development of business circulation. Vigorously developing online and offline interaction is of great significance for promoting the transformation of physical stores, promoting the innovation of business models, enhancing the new impetus of economic development, and serving the public for entrepreneurship and innovation.

The Opinions clarified three aspects, 1 1 tasks. The first is to encourage online and offline interactive innovation. Encourage physical stores to establish omni-channel, all-weather interaction with consumers through the Internet and develop experiential consumption; Encourage consumers to establish direct contact through the internet and carry out cooperative consumption; Encourage entity business circulation enterprises to strengthen the division of labor and cooperation within and between industries through the Internet, and improve the level of social cooperation. Encourage enterprises to adapt to the needs of the development of the times, and constantly carry out business model innovation, technology application innovation and product service innovation. The second is to stimulate the vitality of physical business development. Encourage traditional industries to actively embrace the Internet, tap their own potential, adapt to the new situation, cultivate new advantages, and realize self-transformation and sustainable development. The retail industry conducts omni-channel operation through online and offline interaction; The wholesale industry has transformed from commodity wholesale to supply chain management services through online and offline interaction; Through online and offline interaction, the logistics industry takes the road of accurate, efficient and intensive development; The life service industry is online, standardized and convenient through online and offline interaction; The business service industry realizes intelligence, refinement and networking through online and offline interaction. The third is to improve the modern market system. Promote urban business intelligence, improve the construction of information infrastructure, and create smart business districts and characteristic business districts with Internet attributes; Promote the modernization of the rural market, focus on the development of e-commerce in rural areas and agricultural products, and open up a two-way channel for agricultural products to enter the city and industrial products to go to the countryside; Promote the integration of domestic and foreign markets, carry out the reform of customs clearance integration, promote capacity cooperation, and vigorously develop cross-border electronic commerce.

The Opinions put forward seven policy measures. First, promote decentralization, adjust and improve market access qualifications, and promote the reform of residence registration systems such as one photo and multiple addresses. The second is to innovate management services, establish management systems and service mechanisms that meet the needs of e-commerce development, and carry out the construction and application of business big data. The third is to increase fiscal and taxation support, promote e-commerce into rural areas, and actively promote online tax payment services and electronic invoice applications. The fourth is to increase financial support, support the listing of online and offline interactive enterprises with different development stages and characteristics, and develop Internet finance such as third-party payment and equity crowdfunding. Fifth, standardize the market order, create a fair competitive entrepreneurial innovation environment and standardize the market environment of integrity. Sixth, strengthen personnel training, build a continuing education base for e-commerce talents, and carry out practical e-commerce talents training. Seventh, cultivate industry organizations, establish benign business rules, and promote the development of industry self-discipline.

Third, pay attention to this week

(A) "three provinces and one district" collaborative interaction of regional logistics to accelerate the upgrade.

At present, Yingkou Port has been opened to Warsaw, Moscow and Zente Rowlett. With Liaoning Province, Jilin Province, Heilongjiang Province and Inner Mongolia Autonomous Region (hereinafter referred to as "three provinces and one district") jointly promoting the development of regional logistics industry, it can be predicted that more goods will go abroad from this channel and board European shelves.

The embryonic form of coordinated development of regional logistics has begun to appear.

On September 17, the transportation departments of Liaoning, Jilin, Heilongjiang and Inner Mongolia Autonomous Region jointly held a conference to promote the cooperation and development of logistics industry in three provinces and one district, and signed the Strategic Agreement on the Cooperation and Development of Logistics Industry in Three Provinces and One District of Liaoning, Jilin and Montenegro, which marked that "three provinces and one district" entered a new era of coordinated development of regional logistics.

In recent years, the "three provinces and one district" logistics industry has developed rapidly, and its supporting capacity for economic and social development has been continuously enhanced. However, compared with Beijing-Tianjin-Hebei, Yangtze River Delta and Pearl River Delta, there is still a certain gap. The comprehensive operation efficiency of logistics is low, the degree of scale, informationization, socialization and internationalization is not high, and the development level between regions is uneven, especially for cross-regional infrastructure construction and large customs clearance services. The overall cooperation between regions needs to be further strengthened.

Realizing regional economic integration is the direction of regional economic development. As an important strategic element of regional development, the coordinated development of regional logistics industry is bound to be put on the agenda. Relying on the old industrial base in Northeast China, the basic conditions of "three provinces and one district" logistics industry are good, and the "three provinces and one district" are geographically connected, with similar humanities and economic integration, especially for Russia, Mongolia, North Korea, Japan and South Korea. Realizing regional cooperation, resource sharing, channel co-construction and exchange of needed goods has become an inevitable choice for "three provinces and one district" to enhance the competitiveness of the logistics industry and achieve common development.

According to the agreement, the "three provinces and one district" will strengthen the interaction between regional transportation development strategies and policies, and compile the "Liaoning-Manchuria-Europe Comprehensive Transportation Corridor Construction Plan". Relying on the construction of comprehensive transportation corridor, we will build an efficient road network and railway network, improve the infrastructure construction such as ports and civil aviation, strive to improve the level of regional transportation information integration, promote the construction of comprehensive transportation hub service system, make overall plans to establish information sharing platforms for roads, railways, water transport and air freight, rationally arrange comprehensive and professional logistics hubs, and gradually realize the interconnection of information such as logistics infrastructure, source organization and transportation organization. Create a unified, open and competitive market environment, improve the level of regional comprehensive transportation organization, gradually establish a unified overall transportation coordination mechanism, promote the organic connection of international customs clearance, reloading and multimodal transport, realize the connection between the three northeastern provinces and eastern Inner Mongolia and the international railway network, build a transportation platform with international influence, and cultivate brand logistics enterprises.

In order to ensure the smooth implementation of the agreement, the transportation departments of "three provinces and one district" will take "resources sharing, risks bearing and mutual benefit and win-win" as the purpose, form a regional logistics development mechanism with all-round cooperation in highway, railway, civil aviation and water transport, establish an inter-provincial joint meeting mechanism and a unified mutual recognition system of policy standards, and establish a long-term cooperative relationship of "three provinces and one district".

"The coordinated development of logistics will prompt' three provinces and one district' to break their own way of thinking, apply the concept of coordinated integration, strengthen the top-level design of regional logistics development, formulate the integrated planning of regional logistics development, and formulate the development policy of regional logistics industry, which is conducive to promoting the healthy and orderly development of regional logistics industry." Ping Liu, deputy director of Jilin Provincial Department of Transportation, told the reporter.

A comprehensive transportation corridor will be built in the future.

"Relying on the vast hinterland of northeast China and the Bohai Rim region, we will give full play to the transportation advantages adjacent to Mongolia and Russia and roads, railways and ports, and build a comprehensive transportation corridor with the goal of building a China-Mongolia-Russia economic corridor." Liu Huanxin, director of Liaoning Provincial Communications Department, put forward such a strategic concept.

It is understood that the "Liaoning-Manzhouli-Europe" comprehensive transportation corridor has started construction, starting from Dalian Port and Yingkou Port, passing through Manzhouli, Inner Mongolia, and then to Russia and even Europe. Supported by the logistics parks in Liaoning, Jilin, Heilongjiang and Inner Mongolia, comprehensive transportation corridor is formed with Harbin-Dalian Railway as the main axis and expressways and ordinary highways as the collection and distribution network. At present, Liaoning Province is actively applying to the General Administration of Customs to set up international multimodal transport logistics supervision centers in Dalian and Yingkou.

In the future, comprehensive transportation corridors of "Liaoning, Mongolia, Europe" and "Liaohai, Europe" will be built, which will greatly narrow the distance between "three provinces and one region" and European and North American markets. At present, the Papua New Guinea Railway, Jinchi Railway and Bazhou Railway along the line are under construction, and the railway construction in Mongolia is also under planning.

Wang Jianwei, a professor at Chang 'an University, said that promoting the construction of regional comprehensive transportation corridors has an important function of integrating facilities and resources at different levels of transportation corridors, which is conducive to the integration of logistics and transportation service systems in the region.

(2) internet plus promotes e-commerce logistics and accelerates industrialization adjustment.

Last year, the transaction scale of China's online shopping market reached 2.8 trillion yuan, and the penetration rate of total retail sales of social consumer goods exceeded 10%. The development speed of e-commerce industry shows that e-commerce logistics is developing rapidly, especially the rapid development of mobile shopping market, which shows that e-commerce market will continue to grow. As an important part of the development of e-commerce, e-commerce logistics has also changed, especially with the rapid development of mobile Internet, e-commerce merchants have put forward new demands for logistics warehousing and distribution.

In this regard, as an emerging strategic business unit of SF, SF Warehouse Distribution mainly serves the whole process of online trading and Internet retail business, pays attention to business operation and retail supply chain demand, and provides buyers with a shopping experience. Under the "internet plus", modern information technologies such as big data and cloud computing will be deeply applied in the field of logistics, and logistics will be more intelligent. Under this background, SF Warehouse Distribution relies on warehouse network and big data to drive the construction of information logistics, build an open and shared supply chain ecosystem, and provide diversified logistics products and personalized value-added services for e-commerce merchants through the integrated operation system of warehouse, dry, distribution and finance, thus enhancing the logistics experience of online shopping consumption, creating high-quality brand perception with merchants, helping merchants reduce comprehensive operating costs and maximize benefits.

From the data point of view, during the "double 1 1" period last year, SF reached 83% the next day and ended the battle in only six days. During the eight days from 1 1 to 18, the DSR score of SF Logistics was 4.87, and the courier score was 4.92. It is estimated that the business growth rate of "Double 1 1" this year is even faster than last year. In the face of business growth, we not only pay attention to scale, but also pay attention to quality. On the basis of ensuring user experience and quality, we pursue the maximization of scale. To describe it in one sentence, it is "the scale without quality is puffy, and the scale based on quality is powerful."

In order to ensure the service quality of "double 1 1" logistics this year, SF has prepared 40 all-cargo planes, 1600 freight vehicles, more than 500 warehouses and transfer stations, and the storage center covers an area of 750,000 square meters. During the peak period, more than 500 temporary stations will be added, with an additional area of over 380,000 square meters, so as to ensure that more than 400,000 SF employees can participate in the business peak. Based on so many resources, this year, Shunfengcang has also built a nationwide warehousing and distribution network to ensure the safety and transportation of e-commerce logistics, divide warehouses in advance according to big data analysis, and strive to achieve "no orders, goods first".

In addition, SF also developed four sets of logistics solutions for cloud warehouse services, namely, peak stocking support, quick return, warehousing financing and transaction insurance. First of all, peak stocking support can realize fast delivery guarantee and RDC trunk line deployment during peak hours; Second, quick return can realize the return of goods from different warehouses nearby, help verify the reasons for the return and ensure the return user experience; Third, warehousing financing can realize loans and interest-free delivery when warehousing; 4. Buying and selling insurance can realize 1 yuan insurance. In case of loss or damage, the merchant will pay a maximum of 3,000 yuan, and the buyer will pay a maximum of 100 yuan.

For the whole e-commerce logistics industry, every "double 1 1" will face three challenges: first, how to get out of the warehouse quickly; The second is how to make the express mail not blocked on the road; The third is how to improve consumer satisfaction. How to solve these problems? As far as SF Express is concerned, it is the future development path of e-commerce to use cloud warehouse service and implement complete and optimized logistics solutions.

In fact, in the process of doing e-commerce, when the user experience is truly realized, it is inseparable from the support of the courier company. The development of express delivery industry determines whether e-commerce can become a better enterprise in the process of future business transformation; In the process of commercial format competition, if logistics and distribution are not done well, it is impossible for e-commerce enterprises to occupy a higher market share.

On the issue of warehousing, there may be some deviations in the way that e-commerce companies usually allocate regional goods according to sales targets, indicating that e-commerce companies cannot optimize logistics costs to the greatest extent. However, handing over the whole distribution of goods to SF can greatly reduce the cost of express delivery. Of course, this is not the cost reduction of express delivery, but the efficiency optimization under the warehouse network. In the mode based on warehouse network, even if the distribution warehouse is not in place, the cost can still be reduced by dividing the warehouse and delivering it nearby.