Logistics distribution | around the end of the distribution of new retail "to express enterprise under a battlefield
- 2018-04-17 14:31
- Logistics, distribution, new retail, terminal delivery, express City, and cold chain supply chain.
According to the statistics of the State Post Office, the postal service revenue (excluding the postal savings bank's direct operating income) was 662 billion 260 million yuan in 2017, an increase of 23.1% over the same period, and the total number of express service enterprises in the National Express service was 40 billion 60 million, up 28% from the same period.
At present, 4 of the six major express companies listed have published their annual reports in 2017. According to the annual reports, it is not the same as the previous year. Many express enterprises have begun to enter the market of the same city, cold chain, supply chain and other markets to deal with the new retail transformation, thus bringing new business and profit increment. It can be predicted that the terminal distribution around the new retail business will become the next battleground for express delivery enterprises.
SF home top five revenue 710 bln
Compared with the data released by the six major express companies, SF holdings held 71 billion yuan in revenue, and its revenue is almost the sum of the remaining 5. Yuantong express, BES group revenue reached 19 billion 900 million yuan, almost is nearly two times the rhyme.
In addition to the continued loss of the group, the remaining 5 major express companies in 2017 net profit recorded no vulgar growth, including 49.2% of the rise in the first year of growth, and the growth rate is only 5.16%, a significant dro from 91.24% last year.
However, industry insiders say that the contrast of financial data is distorted due to the difference of financial statistics caliber of various listed express companies. For example, the revenue includes the full net express revenue, and the revenue includes the last one kilometer fee; China Tong and rhyme are not included, so the revenue of the two companies in China Tong and rhyme is small and the profit margin is high.
Buy aircraft and build an international market for airport layout
Due to the pressure of business volume and profit, tanton has made many remarks on international layout in its earnings report. At present, three domestic express companies, including SF holdings, EMS and express express, have established logistics airlines and have independent air transportation capacity. As the only express company in the Department of Tongda with its own aviation fleet, by the end of December 2017, the number of its own fleet has reached 10, and 8 aircraft have been put into operation. In fact, from May last year, from strategic holding to international logistics alliance platform "national parcel alliance", the internationalization of Yutong has not ceased. Recently, the international logistics has officially renamed "circular express delivery (International)". Internationalization will become an important breakthrough for the company to break through in the future.
Judging from the current situation, whether from the number of cargo aircraft, the number of routes or capacity, SF holdings is still far ahead in China. In February 23rd, the State Council and the Central Military Commission issued a document that formally agreed to build a new Hubei Ezhou Civil Airport (that is, Shun Feng Airport), which means that SF will become the first express company in China to have its own airport. At the performance briefing, SF executives said that the airport will greatly benefit the expansion of SF's international freight capacity. In the future, SF will take the hub as the center, and strive to build a nationwide and global route and route network.
The new retail transformation makes the same city colder chain
In addition to buying planes to compete with Shun Feng, Yuantong is also in the new business of high-end express, cold chain, supply chain and other new businesses.
Tantong recently announced the opening of B network business in 9 two or three tier cities, and said that it will achieve more than 1000 cities in the country by the end of the year. At present, the main express service, namely A network, is located in "economic express delivery", and B network is positioned as "high and middle quality express delivery". In contrast, round Tong also issued a circular cold transport, including cold chain storage service, B2B city low temperature transport (city distribution) and B2C city low temperature housing, but only limited to the Shanghai area.
According to the SF annual report, 2017 cut into the real time distribution field in the city of "new retail", and initially set up the third party direct distribution network in the whole country. The total tax free revenue was 366 million yuan for the whole year, up 636.18% from the same period of the previous year. In addition, the cold transport and pharmaceutical business in 2017 increased by 59.7%.
And it is not only the express enterprise group, but also the early start of the layout supply chain, its supply chain business in 2017 annual revenue of 1 billion 600 million yuan, a year-on-year increase of 29%; cloud warehouse business volume 180 million, an increase of 49.6% over the same period.
The end distribution competition is more intense
Yang Daqing, a researcher on the China logistics society, said that in an interview with the new express, the express listed company was in the transition stage of "double dro double increase". "Double fall" is a decline in the growth of business volume, which has not caused a surge in new retail services, such as new retail services, and other logistics transboundary entry market is a major factor; two is the profit growth is still declining, not because of service upgrading and profit, mainly because of the reinvestment and the regulation of profit.
"Double increase" is a lot of increment in the development of new business market, many express enterprises enter the cold chain, supply chain and other markets, bring new business and profit increment; two is the majority of enterprises to intelligent logistics equipment and warehousing property and other heavy assets to increase investment, the "Tongda" mode of light asset operation gradually become the past.
In the respect of international express, the two countries have constructed a global network of cooperation under the Wanguo Postal unio because of the policy patronage of the postal enterprises that enjoy the customs and convenience of the private express. Private express enterprises do not have advantages in the short term, but in some high value-added markets, there is still a lot of space for the professional service and flexible reaction of private express enterprises. It is believed that the national express market will bring new space under the global interconnected and interconnected business environment.
Yang Daqing said that in the next 35 years, the end distribution competition under the new retail service has been more competitive, the city express and the real-time logistics will be more compatible, especially with the development of China's urbanization, this kind of service increment will continue to increase; two is the service of the B segment customers, from the express to the agile supply chain service will continue to increase, the supply of wisdom will supply. The chain will be the core competitiveness of the express enterprise.
Express service improvement in the first quarter
In April 13th, the State Post Office issued the first quarter of this year's express economic data show that the first quarter express business volume increased steadily and completed 9 billion 920 million pieces of express service, 130 million pieces per day, support network retail sales close to 1 trillion and 500 billion yuan, express business income accounted for 6.2% of GDP and direct contribution to China's GDP growth. Up to 1%.
On the two level market, the excellent basic analysis of the express industry also provides support for the recent trend of the plate. According to the economic data statistics of tiun Shun, it is found that since the market entered the interval concussion cycle in March 26th, the express plate has risen to 4.16% during the period of the express plate, leading to 3.29 percentage points in the same period, showing a more significant defensive property.
Meanwhile, the first quarter express service satisfaction and express time effectiveness have been promoted. The survey shows that the public is satisfied with the express service of "no closing" during the Spring Festival.
People in the industry say that more and more consumers are willing to pay for better express service, even if they are easily attracted by "package mail".
Since the express enterprise has been on the express market since the express enterprise running, it holds the stock of Shun Feng holding and rhyme shares on hand, although the revenue of rhyme is much higher than that of Shun Feng, but she does not love the service of rhyme. "The speed of delivery by the courier is not flattering."
New express reporters recently visited a number of express outlets, according to the network staff said that after the Spring Festival "labor shortage" is almost "Tongda Department" and other franchise express business "every year to worry about", in recent years, plus takeout robbing people, the situation is more prominent.
For the terminal delivery problem, the Tongda system began to embrace heating. In January 23rd, "the opinion of the general office of the State Council on promoting the coordinated development of electronic commerce and express logistics" was formally published in the form of No. 1 of the State Office of the State Office (2018). The article clearly pointed out that the express service of the express terminal should be encouraged.
(source: Guangdong FastWeb)