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The author:(作者)左published in(发表于) 2013/11/12 12:14:13 “A spool of“ cake again， SF prices up
"Stone up to a" redistribution of the cake, and SF prices up-SF, yuantong, 11, express-IT news "A spool of" cake again, SF prices up
It's like an explosive charge, although set up "months at more than 2000 votes sent" threshold of cooperation, "but this year, 11, many buyers will not store the recommended ' default Express ', rather an extra two or three bucks ' designated ' by SF. "Taobao seller" Snowflake "said to reporters. It's not SF impulse. "Ex gratia payment, service provider is not '11 · 11' short-term promotions, but a long-term product. "Shun Feng publicist revealed to the South. In fact, more and more of the traditional express began taking food shipments of the cake. On November 3, to express foundation stone laying ceremony held in Guangdong Humen distribution center. Behind the infrastructure upgrade, "to the proposed defining retail business customers and electricity demand, will launch 24 hours, 16 hours, 8 hours limitation collection services and other products. "To express to reporters President Sun Yunlong said, this is an opportunity, but also a challenge.
Risks and opportunities began to swap
Two years ago, Shun Feng boss Wang Wei has been on private occasions told friends about doing business incentives, "Shun Feng logistics is now dead. SF don't do logistics in the future may also be dead. ”
The subtext was, "do electricity supplier, was doomed from the start, would be involved in ' price war ', and SF inconsistent use planes to send high-end positioning. "Express industry veteran Lu Ming told the South reporter, plenty of big-business website for French company have been killed to 3.8 yuan per orders, express trunk line transport, delivery and other links are on the site of 1 cent, 2 profits to increase. "If sending a shipment to Shanghai from Guangzhou, without even the 8 dollars, only 5 Yuan, only 5 Yuan, 5 Yuan. By contrast, Shun Feng sent a file to the overseas, at least 150 Yuan/orders. This SME-oriented business package, commercial customers accounted for about 80% of the total business volume of SF. ”
"The crux of the problem is the nature of e-commerce Express. Traditional express courier company is usually required to distribute goods to focus on enterprise customers, delivery route is relatively fixed and single involving e-commerce express delivery to residential addresses. "To express Sun Yunlong, Chairman of the South ' delivery address this scattered list of seasonal, recipients are often not at home. In addition, in three or four tiers, many online users have only a pickup, no delivery.
However, the view is changing. Such as pigs, cats, Jingdong Mall, B2C platforms, per customer transaction in more than 300 yuan is already a significant proportion, users and enterprises are willing to take on more expensive for the quality and timeliness of delivery of freight.
Data is more stimulative, in 2012, the express industry in China as a whole reached 50%, which contributes to the Courier industry reached 72%, according to this dynamic development for years, MA predicted "China express must be over 10 billion package. "This year 's" double 11 "period, the Taobao network is expected to produce 400 million pieces of express mail.
"Now the question is how to do courier business, rather than ' not to do '. "Sun Yunlong said that SF is a Guangdong native express an elite, able to reach," we won't take any risks. ”
SF to sweeten
"Preferential customer logistics information directly into the consignment note information, and can flow directly to the weight of the shipment system, and automatically calculate shipping charges. "SF publicist said," ex gratia payment "is not a short-term promotions against the sky cat double 11, but rather a long-term against the high-end, exclusive products.
SF reporter by calling customer service call was informed that the SF "ex gratia payment" will be open throughout the country, city, province and adjacent provinces for 1-2 day, rest for 3-5 days, with the city first to 8 Yuan, the province first to 9 Yuan, 10-17 Yuan outside the province has put more emphasis. Added weight from 3 down to 1 Yuan/kg/kg, 60 percent-70 percent of the overall standard costs about SF Express.
"In this way, since this year's 11, many buyers will not store the recommended ' default Express ', rather an extra two or three bucks ' designated ' by SF. "Taobao seller" Snowflake "on reporters, inter-provincial delivery is usually 7-8/, but this year, yuantong to cooperate Taobao sellers price is 4-5 RMB/single, do so many sellers with tact," default express ".
According to an unofficial statistics circulated in the industry, last year's "double 11" express daily traffic peaks are: STO, tact, yunda 5.25 million of 7 million of 8 million, a 4.7 million pieces, Huitong 1.35 million pieces a day, 1.3 million pieces, zjs 500,000 pieces. And it's become in the eyes of the industry other than SF, EM s express market rankings.
However, with tact frequently punches, Ali Group's internal monitoring shows that in June, the Sto 22.73% shares remain entrenched market, market share but flexible 21.37%, Sto gap has only about 1%.
This time, SF in "spoiler" would undoubtedly kill Express will be forced to adjust policy. Yuantong express announced that increase the limitation of two 737 cargo Executive express transit and realize next day courier from North China to South China, southwest of. Flexible, Federal Express, channel development companies such as PS u up on the rail.
Who play the more reasonable
"Price war" might suck "four-way" operating profit, while smaller regional express brands such as Quan Feng and can reach speed, excellent continued growth.
"Improving operating profit is primarily how to fully mobilize the capital, such as warehouses, trucks, scale which cannot play a supporting role. "Sun Yunlong South reporter analysis, will parcel delivery to individuals, needs to continually express company fine-tune the delivery network. If goods warehouses, sites can send and receive large and able to operate the small parcels they will get higher profit margins.
On November 3, would express distribution center groundbreaking ceremony held in Humen, Guangdong Province. "After this distribution center built and put into use, loading efficiency can be increased 4 times, throughput can be turned over twice, will boost quality distribution. "Sun Yunlong told journalists in the South, after the infrastructure optimization, to the proposed defining retail business customers and electricity demand, will launch 24 hours, 16 hours, 8 hours and many other prescription collection service, reintegration needs to reduce delivery costs, stimulate trade.
This is not the case. At present, the SF through technical means, to achieve the fragmentation express the precise calculation. "Ex-gratia" provides docking system when the senders, electronic weighing, reverse logistics, delivery appointments at the time of delivery and after sales services such as customized billing. Can even generate the picking and shipping from order information, automatically split a combined order, automatic matching of shipping companies and so on.
"It's not about who can win more money, but who play the more reasonable and better resource allocation can prevail. "Liao Yongsheng, the logistics magazine editor of words.
“四通一达”蛋糕重新分配，顺丰降价搅局 - 顺丰,圆通,双11,快递 - IT资讯“四通一达”蛋糕重新分配，顺丰降价搅局
这就像一个炸药包，虽然设了“月发件量在2000票以上”的合作门槛，“但今年双11，很多买家将不会用店铺推荐的‘默认快递’，宁可多掏两、三块钱‘指定’用顺丰了。”淘宝卖家“雪花”对记者这样说。这并非顺丰的心血来潮。“电商特惠并非‘11·11’的短期促销，而是一款长期性产品。”顺丰公关人员向南都透露。事实上，越来越多的传统快递开始抢食电商快件的蛋糕。11月3日，能达快递在广东虎门举行分拨中心奠基仪式。基础设施升级背后，“能达拟区隔企业客户和电商散户的需求，未来将推出24小时、16小时、8小时等多个时效派件的服务产品。”能达快递董事长孙云龙对记者说，这是一个机会，也是一个挑战。
风险与机遇开始互换
两年前，顺丰掌门人王卫曾在私人场合跟朋友说起过做电商派件的诱因，“顺丰现在做电商物流是个死。顺丰现在不做电商物流，将来可能也是个死。”
这句话的潜台词是，“做电商派件从一开始就注定会卷入‘价格战’，这与顺丰用飞机来派件的高端定位相悖。”快递业资深人士吕明的告诉南都记者，很多大电商网站给落地配公司的面单已经杀到3.8元/单，快递公司干线运输、站点投送等各个环节都是按1毛、2毛的利润来加价。“如果从广州寄一份电商快件到上海，连8元钱都不用，只要5元，仅需5元，一律5元。相比之下，顺丰寄个文件到海外，至少就是150元/单。而这种面向中小企业、商业客户的商务包裹要占到顺丰整体业务量的80%左右。”
“问题的核心还在于电子商务快件的性质。传统的快递单通常要求快递公司将货物发送到分布集中的企业客户那里，派送路线是相对固定的，而电子商务快递单涉及对住宅地址的派送。”能达快递董事长孙云龙对南都记者说，这种派送地址分散，单子季节性强，收件人常常不在家。另外，在三、四线城市，很多网购用户只有收件，没有派件。
不过，这样的观点正在悄然改变。诸如唯品会、天猫、京东商城等B2C平台，客单价在300元以上已经是相当比例，用户和电商企业都愿意为了派送质量和时效而承担更贵的运费。
更具刺激性的数据是，2012年，整个中国快递行业的增长达到50%，其中电商对快递行业的贡献达到72%，按照这种态势发展几年，马云曾预测“中国快递一定有100亿包裹。”而今年“双11”期间，淘宝全网预计将产生4亿件快件。
“现在的问题是怎样做电商快件业务，而不是‘要不要做’。”孙云龙说，顺丰、能达都是广东本土快递精英，“我们不会轻易去冒险。”
顺丰的搅局
“电商特惠可将客户物流信息直接转化为运单信息，而且快件重量也能直接传到发件系统，并自动计算出运费。”顺丰公关人员说，“电商特惠”并非针对天猫双11展开的短期促销，而是一款针对中高端电商、专享的长期性产品。
记者通过拨打顺丰的客服电话得知，顺丰“电商特惠”将在全国开通，同城、省内及邻省时效为1-2天，其他地区时效为3-5天，同城件首重8元，省内件首重9元，省外件首重10- 17元。续重也从3元/公斤降至1元/公斤，整体价格约为顺丰标准快递的6到7折。
“这样一来，估计今年双11，很多买家将不会用店铺推荐的‘默认快递’，宁可多掏两、三块钱‘指定’用顺丰了。”淘宝卖家“雪花”对记者透露，跨省派件通常是7-8元/单，但今年，圆通给到淘宝卖家的合作价是4-5元/单，所以此前很多卖家用圆通来做“默认快递”。
据在业界流传的一份非官方统计数据，去年“双11”各大快递日业务量峰值分别为：申通800万件、圆通700万件、韵达525万件、中通470万件、汇通135万件、天天130万件、宅急送50万件。这也成为业界眼中除顺丰、EM S以外的快递市场排名。
不过，随着圆通频繁发力，阿里集团内部的监测图表显示，6月份，申通虽然以22.73%的占有率依然盘踞市场第一，但圆通所占市场份额21.37%，与申通已经只有约1个百分点的差距。
这个时候，顺丰进来“搅局”无疑将倒逼各家快递调整厮杀策略。圆通快递宣布增加两架737货机执行时效快件转运，实现快递从华北到华南、西南的次日达。圆通、联邦快递、U PS等公司则将物流渠道拓展到高铁上来。
谁出牌更合理
“价格战”可能会吸干“四通一达”的经营利润，而规模较小的区域性快递品牌如全峰、能达、优速等则继续增长态势。
“提升运营利润主要在于如何充分调动库房、货车等资本，规模效益对此无法起到支持作用。”孙云龙给南都记者分析，将包裹送达至个人，需要快递公司持续不断地微调派送网点。如果仓库、站点既能收发大件货品，又能操作小件包裹，他们将获得更高的利润率。
11月3日，能达快递在广东虎门举行分拨中心奠基仪式。“这个分拨中心建成投入使用后，卸货效率可以提高4倍，吞吐量可以翻2倍，分拨质量也可以大幅提升。”孙云龙告诉南都记者，基础设施升级优化之后，能达拟区隔企业客户和电商散户的需求，未来将推出24小时、16小时、8小时等多个时效派件的服务产品，重新整合需求来减少派送成本，刺激交易。
这并非个别案例。目前，顺丰已通过技术手段，实现对碎片化电商快件的精确计算。“电商特惠”提供发件时的系统对接、电子称重、逆向物流，派件时的预约派送及售后的客制化账单等便捷服务。甚至还能根据订单信息生成配货单及发货单，自动拆分合并订单，自动匹配发货公司等等。
“这不是谁压的钱多就可以制胜，而是看谁出牌更合理，资源配置更佳才可以得胜。”《物流杂志》主编廖永生一语中的。
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