With what, express delivery can not be delivered to your door?

"As long as you are in the People's Republic of China, you can go there!"

Recently, a short video about China Post was popular all over the Internet. This top Versailles answer not only changed the stereotype of China Post in the past, but also gave a "loud slap" to a number of private express delivery enterprises.

Because postal service can not only go anywhere, but also be delivered to the doors of thousands of households.

Pick up the express delivery

"Hello, is there anyone at home now? There is a courier for you to sign for. " Now I can still get a call from courier brother. Basically, there are only postal service, SF Express and JD.COM.

other express delivery companies represented by Tongda Department can receive a short message if they are lucky, telling you to pick up the pieces at the express cabinet or post office. If you are unlucky or forget to read the message, the time to get the courier depends on when you find out that you missed the courier.

from receiving express delivery to receiving express delivery, there are several key messages behind this conversion that are worth pondering.

first, non-delivery has become a hidden rule in the industry.

the appearance of express delivery collection points and express delivery cabinets was originally intended to solve the problem that customers can't sign for it, and play a role of signing for it and temporarily storing it. Originally, it was a convenient service for couriers and consumers, but it was reduced to the unilateral enjoyment of couriers. If you go to the courier or the person in charge of the post station, you will basically say "we don't send it here" with confidence.

express delivery to express cabinets or post stations has become a hidden rule in the industry. Is it express delivery or "bring disgrace to oneself" that consumers pick up?

second, consumers have lost their choice.

The rapid development of online shopping is driven by convenience. "With a little mobile phone, you can get home by express delivery". Now, when shopping, the merchants didn't mention that the express delivery needs to be self-picked, and the express logistics information didn't suggest that it needs to be self-picked, let alone let the consumers choose how to sign for it. Finally, a short message was sloppy.

The Provisional Regulations on Express Delivery clearly stipulates that an enterprise engaged in express delivery business shall deliver the express mail to the agreed address, the addressee or the agent designated by the addressee, and inform the addressee or the agent to accept it in person.

consumers who pay for services suddenly have no choice but to passively accept them. What's the difference between this and buying and selling?

Third, good people are bullied, and complaints are "bad people".

then if consumers raise objections or complain about this delivery method, there are basically three results.

the most common thing is to have a big fight with the courier, and then continue the previous policy of not delivering the goods to your door. If you complain many times, consumers will be blacklisted by courier companies. According to the news, some courier sites only deliver goods to blacklisted customers who have complained for a long time.

furthermore, the hidden rules of this industry have evolved into a situation where good people are bullied and complaints are bad people. The risk of being a "bad guy" is extremely high. The courier brother holds your phone number and address and becomes an object that can't afford to offend. It is not uncommon for the courier brother to take revenge measures against customers.

many years ago, both the e-commerce platform and the express delivery enterprise cried out to get through the last mile of express delivery. It turns out that this is a kind of irony, because you are only one kilometer away from the courier.

is it a courier if you don't deliver it?

involution of the industry

All this has to start with an involution of the express delivery enterprises in recent years.

Market share, price and homogenization are the catalysts to accelerate involution.

The outbreak of e-commerce parts in China has made the express delivery enterprises develop, whereas the competition for e-commerce parts has become the core for express delivery enterprises to maintain their competitiveness. Otherwise, what remains is merger, reorganization and bankruptcy.

For example, Tiantian Express was reorganized four times in seven years, and was finally acquired by Suning. This year, it adjusted its business again and basically bid farewell to the express delivery field. Once the dark horse Pinjun Express, after missing the Vipshop, set the sun on the western hills. There are countless examples such as Quanfeng Express, Unitop Express, and Sujie Express.

but in order to compete for market share, Tongda can't find a differentiated competitive advantage, and price becomes the last killer mace. The data shows that the average unit price of domestic express delivery business dropped rapidly from 28.5 yuan/piece in 27 to 1.55 yuan/piece in 22.

Several express delivery companies listed on A-shares have just released their operating data for July 221. The data basically continued the past trend: revenue or single volume showed rapid growth, and single ticket revenue continued to decline. The single ticket income of Yunda, Yuantong and Shentong (note: the single ticket income here is not the same concept as the average unit price above) is 2.4 yuan, 2.2 yuan and 1.97 yuan respectively.

Single ticket revenue has entered the era of "2 yuan", which is actually a passive choice for mainstream express delivery enterprises.

Extreme Rabbit Express, which broke out in 22, relied on the platform of Pinduoduo, and lowered the price of single ticket to 1 yuan in Yiwu and other core delivery markets, which became the fuse of this round of price war. For the access system relying on e-commerce, passive follow-up is the simplest response.

SF Express and JD.COM are also targeting the e-commerce market. In the context of the bottleneck of business parts, SF began to reduce the dimension and launched low-end services such as Fengwang. In order to improve its logistics and transportation efficiency, Jingdong Logistics has also fully liberalized its logistics system and seized e-commerce parts.

in this way, the consumers have become the last lambs in the wave of internal volume in the express delivery industry.

on the one hand, the unit price goes down, and the loss or profit of the express delivery enterprise is halved; On the other hand, with the rapid growth of single volume, express delivery companies are more strict in assessing couriers. Finally, it is inevitable that it will not be delivered to the door.

The pattern will change

At present, there are also some people in the industry who cry for the express delivery companies.

For example, the quantity of express orders is too large, and there is not so much manpower to ensure delivery to your door; You can't ask for both quick delivery and door-to-door delivery. Now the courier's delivery fee is too low, so be considerate of the courier. Some people even openly said that it was because the service was too good in the past that consumers were spoiled ...

We will not comment or attack the above views for the time being, but focus on this negative cycle itself.

when will the deep involution of the industry end?

compared with the United States and Japan, where the express delivery business started earlier, China's express delivery industry is entering a mature stage. American express delivery companies also experienced two rounds of bitter price wars in 199s. After two rounds of price wars, the second-tier enterprises were basically cleared, and the first-tier enterprises joined forces. The market share of CR3 reached 7%, and now it reaches 9%.

In China, at present, CR8 has only reached 8%, and the relatively dispersed pattern is the core of involution. According to the development law of American express delivery enterprises, the head camp of China express delivery enterprises is likely to drop to 3-4. The strategic director of a large express delivery enterprise once mentioned to the author that this round of price war is likely to be the last round of large-scale reshuffle of China express delivery enterprises, and the sign of the end is that about three head enterprises are left behind or annexed.

there seems to be some signs of reality. For example, Best Express is the only company that loses money all the year round among listed express delivery companies; Moreover, Baishi ranks at the end of the market share of leading enterprises, and the current daily single volume can only compete with the rising star. For example, the former big brother Shentong Express, which was relatively slow in the past, is now lagging behind Zhongtong and Yuantong in an all-round way, and the uncertainty in the future is increasing.

maybe the competition in the industry is not the worst at present, and a life-and-death struggle is about to be staged.

during the adjustment,

irrational competition in the industry must be guided and regulated by the government.

After the Spring Festival this year, a new round of price war swept across the national commodity city Yiwu again. This city, which accounts for 1% of the country's express delivery volume, was led by Jitu and Baishi, and the single ticket price hit 1 yuan money, even the lowest was .8 yuan. The price around 1 yuan means that you will lose as much money as you take orders.

In early April, Yiwu Postal Administration decisively stopped this bloody price war, closed two transshipment centers within a limited time, and imposed price limits on major brands. Then, on April 22nd, the 7th executive meeting of the Zhejiang Provincial Government deliberated and passed the Regulations on the Promotion of Express Industry in Zhejiang Province (Draft), pointing out that express delivery operators should not provide express delivery services at a price lower than the cost.

With the release of relevant regulatory policies, the price of single ticket in Yiwu market has rebounded to around 1.5 yuan, but it is still lower than the operating cost around 2 yuan. In addition, there are policies to help correct the extremely low price, but the overall single-ticket price of the industry is still in the downward trend.

In the courier link, at the end of June, seven departments jointly issued the Opinions on Doing a Good Job in Safeguarding the Legal Rights and Interests of Courier Groups, formulating guidelines for distributing fees and innovating ways of participating in insurance. A few days ago, the "Amendment to the Postal Regulations of Heilongjiang Province (Draft)" clearly stipulated the issue of delivery, and the maximum penalty for courier delivery was 3,.

Everyone is a victim of the crazy involution in the express delivery industry, and leading enterprises have taken the lead in realizing the seriousness of the matter. At the semi-annual performance meeting, Chairman ZTO Express made it clear that it is neither wise nor sustainable to make unnecessary losses at low prices or exchange profits for short-term market share growth, and it is strengthening the basic capacity building of core express delivery business and the ability to develop integrated logistics services.

In addition, SF Holdings mentioned in the semi-annual report that under the guidance of policies, the express delivery industry is expected to move from price war to orderly development, from single homogeneous competition to integrated logistics services.

this fully shows that this price war has made some leading enterprises unable to cope.

moat

the healthy development of any industry cannot be based on the long-term losses of enterprises. The adjustment has seen the hope of the development of industry norms, but the turning point is by no means achieved overnight.

the development cycle of any industry is inevitably mixed with fierce competition. Major express delivery companies are exhausted, and it is tantamount to hooliganism to prevaricate consumers with a large quantity and low delivery fees.

how to find a balance among price, timeliness and service is the core of leading enterprises in deus ex. The key to building a moat lies in brand and efficiency.

For example, SF's service is much better because it has higher brand value and has the confidence to get a higher single ticket price. In the fierce competition, Zhongtong has historically occupied more than 2% of the market share, relying on the continuous capital expenditure for many years.

compared with the international express delivery giants, the leading enterprises in China should stand higher and look further. Instead of falling into the quagmire of price wars and turning a blind eye to consumer demands.

Today's topic

* What's your opinion about delivery not delivered to your door? How to crack it again?