Extreme rabbit express grew wildly, SF evaporated 67 billion, and rookie station returned to free door-to-door delivery.

The slightly calm express delivery industry has been "lively" again in the past year or two. Why does a foreign rabbit express have such a great ability to influence the rookie of SF and Alibaba?

Extreme Rabbit Express was established on 20 15, located in Indonesia. In just five years, he has more than 350,000 employees and enjoys a high reputation in Southeast Asia. However, the founder of this foreign courier company is an out-and-out China person. Li Jie comes from OPPO system and is one of the disciples of Duan Yongping, the former chairman of BBK Group. During his tenure at OPPO, he already had high prestige and appeal.

In 20 13, when OPPO expanded its overseas market, Li Jie was sent to Indonesia, and it took only two years to raise the market share of OPPO to the second place.

In order to solve the transportation problem of OPPO mobile phones in Southeast Asia, in the J& year of 20 15, J & ampT Express developed rapidly with the help of OPPO's powerful network resources in Indonesia. In two years, it achieved the first single-day ticket volume in Indonesia and the second in Southeast Asia.

As a courier company with China gene, how can it give up such a big domestic market?

20 19 acquired Long Bang Express, a Shanghai express company, and obtained a national postal license, officially entering the domestic market. So how to mobilize the saturated express delivery market? Price, low price, this is one of the most effective methods.

It takes some time to incite the market only by low prices. It only took more than a year for the extreme rabbit to make the domestic express giants lose their foothold. Remember Li Jie's OPPO background mentioned earlier? When in Rome, do as the Romans do has great advantages, and OPPO resources are inclined, which helps the polar rabbit run faster.

Huang Zheng, the founder of Pinduoduo, is also a disciple of Duan Yongping. He also got a lot of help from OPPO resources. He bought it on the platform of Pinduoduo, and all the couriers he received were excellent rabbit couriers. According to statistics, 90% couriers in Pinduoduo are extremely rabbit couriers. What's more, Pinduoduo doesn't have its own express delivery. "Four links and one reach" is Ali, and the price of SF is too high. JD.COM serves himself. It's a good opportunity for polar rabbits to enter the market, so it's not surprising.

According to public information, the number of polar rabbits has increased from 0 to 5 million in four months since the Internet was launched. From June 2020 to the beginning of 20021,the daily order volume soared from 5 million to 20 million, and a nationwide service network was initially established. How fast is this? As the first ZTO express in China with a daily turnover of 20 million, it took 16 years.

Extremely rabbit entered the market at a very low price to gain more market share, which broke the calm of the express delivery industry and lowered the average express delivery price by 1 1% in 2020, which is also the biggest decline since 20 14 years. Although this method is not optimistic by some people, it is not conducive to the sustained and balanced development of the industry.

However, Extreme Rabbit has obtained financing of $654.38+08 billion, Apollo Capital has led the investment of $580 million, and Gao Yu and Sequoia Capital have invested at the same time, which shows that in the eyes of capitalists, Extreme Rabbit still has a lot of room for development, and its post-investment valuation has reached 7.8 billion RMB.

As one of the giants in the express delivery industry, SF first disclosed the financial status of 202 1 in early April, with a pre-loss of 9 1 1 billion. Chairman Wang Wei personally apologized to investors and promised that he would not lose money again in the second quarter. At one time, SF shares fell for two consecutive days, close to the waist, and the market value evaporated by 67 billion.

On the one hand, due to the outstanding problem of SF Express, on the other hand, the external competition is greater, and the low unit price of Extreme Rabbit is fast, which quickly pulls the development direction of express delivery back to the era of "spelling prices" and therefore receives a notice to order rectification.

Coincidentally, on April 15, Alibaba's rookie station announced that it would deliver goods to your door for free, and there would be corresponding sites to provide services, and Taobao would subsidize the express delivery fee. The first batch was opened in Beijing, Shanghai and Hangzhou, and Guangzhou, Shenzhen, Jinan, Harbin and other cities are also being tested and promoted.

The original intention of the rookie station is to solve the problem of the last mile of express delivery, keep express parcels for customers free of charge, and users need to pick them up themselves. This largely solves the problem that no one is at home in express delivery. For office workers, they can get things when they get home from work, thus avoiding the waste of resources.

At first, the parcel arrived by express delivery, and the courier would call to inform that it had been put in the post office. Later, there were no phone calls, only text messages. Now, the courier doesn't have a phone call or text message, and the recipient doesn't know whether the courier has arrived. Some users even commented directly on "Don't put it in the rookie post office" when placing an order, which also brought trouble to many users. It can be seen that everyone has a rejection of the rookie post office.

Faced with the crazy pursuit of "newcomers", the loss of SF Express and the decline of its own service quality, the rookie station returns to the mode of free door-to-door delivery and subsidy, and strives to lose customers as little as possible, which is both a protection and a counterattack.

After the revision, the rookie station provides two services: free storage and free on-demand delivery, and meets more users at the same time.