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published in(发表于) 2016/10/29 12:18:45
Ma’s “friends“ is now the “express the richest man“

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Ma's "friends" is now the "express the richest man"-IT information

Dr October 20 yuantong express backdoor creation, landed in the a-share market, become the first listed company in China's express delivery industry, as the founder of yuantong Express, yuweijiao couple have skyrocketed because of the listing, neither of them owns 61.5% shares of tact, now has reached 60 billion in value, than the Shun Feng wei, founder of 25.4 billion, became the richest man in China's private express delivery industry.

Online shopping also brings opportunities and challenges

Yuweijiao why is Ma's "friends"? We know 2005, China network purchased of needs into has a outbreak type of growth, yuweijiao is express industry Middle first a and Taobao full cooperation of, with days cat and Taobao of rookie network increasingly powerful, whole express industry also into has Ma of important of "small partners", and yuweijiao himself also think, "Express with China electric business Shang downstream of combined, is we and Ma wisdom fusion of results, electric business Shang downstream fusion zhihou, China economic fast growth, China electric business also with of rapid development. ”

And reference to the express delivery industry challenges, mentioning "double 11". For the express industry enterprises, "double 11" is not a business opportunity, more like a burden, because the centralized delivery often express burn. Yuweijiao also said that the express network is with business development, services for five or six days, to put in years ago, how to earn back this cost? Business a few days so that every vote is losing money. But the words are said, no one dared to fall, fell, then mean that you will be eliminated.

Local yuweijiao their own airline

Express, express, key in a "fast" Word, many to had China of foreigners are lamented, China of express also really of is is fast of, yuweijiao certainly also know this inside of interest, so 2007 he in United States study logistics center of when, see freight aircraft up up ups and downs, on special has feeling, that when he on himself Xia has determination to himself do himself of airlines. Yuweijiao to know when you start, main means of transportation was the bicycle, to airlines, of course, requires careful caution cautious now, even the State Post Bureau, MA Junsheng is kindly reminded him that this risk, you should consider carefully.

But yuweijiao is aware of this direction, touched by his determination and drive the final post with the aviation industry's top, in many ways, supported by September 2014 flexible cargo airlines approved the establishment, became the third professional express airlines, two previous home is obliging China Post airlines airlines.

After the capital injection May 2015 flexible access to Ali and Yunfeng, bought 15 Boeing aircraft in one breath, its the largest aircraft in the history of China's private express delivery group. Yuweijiao by 2020, the fleet will be expanded to 50 by 2025, and then extended to 100. It was Ma's junior partner, release is not the same!

Yuweijiao leader "of Tonglu"

There is a very interesting phenomenon, many Express founder comes from a place of Hangzhou Tonglu and close relationships. Shentong Express, yuantong Express, daily Express, yunda courier, who actually controlled the pass courier in between, or brother and sister or husband or classmates. Flexible listing now, Tonglu, yuweijiao dominate the system, other courier companies are gearing up to try.

Sto go with rhymes is also the backdoor path.

October 24 SFC through has Sto express of backdoor, it main is take of Ai Dixi of shell, trading completed zhihou, actual control people Chen Dejun, and Chen Xiaoying brothers sister of wealth may will turned to 7.5 billion around; rhyme up take of shell is new sea shares, according to new sea shares of announcement displayed, trading completed zhihou, rhyme up freight Chairman Nie Tengyun Chen Liying couples indirect or directly has of new sea shares total equity of 70% around, they also will became company of actual control people.

Pass Express is actually in overseas-listed roads, which on September 30 to United States securities prospectus was submitted, estimate was raised for the first time about $ 1.3 billion, or $ 8.76 billion yuan. Changjiang securities issued by research and analysis, in accordance with United States industry average valuations pass courier in total market value would reach 41 billion yuan, Tong Lai Meisong, Chairman of express, through express a 32.6 per cent stake in the holding, according to this calculation, his wealth would reach around 12 billion.

Independent of the Tonglu express backdoor leading SF, on October 11, the SFC has also conditioned by, its backdoor object is is Osaki new material, after the transaction is completed, control of Wang Wei Ming holdings will hold 55% shares in the company, becoming actual control, Wang Wei stock valuation estimates of over 50 billion.

From the Courier industry we have just described backdoor path, there is no doubt that a basis for capital market has become the second time they took off. Of course we, as investors, concerns are certainly not speed of launch, but the FedEx it the quality of life, now that online shopping has become an indispensable element in our lives, Express is a bond among ourselves. Of course, we also hope to yuweijiao after the company went public in Tonglu, to lead the Department to complete a takeoff of the capital market and live up to investor expectations for industry.


马云的“小伙伴”现在成了“快递首富” - IT资讯

10月20号圆通快递借壳大杨创世,正式登陆A股市场,成为中国快递业首家上市公司,作为圆通快递的创始人,喻渭蛟夫妇俩因上市而身价暴涨,他们俩人持有圆通61.5%的股份,现在身价已经达到600亿,超过了顺丰创始人王卫的254亿,成为中国民营快递业的首富。

网购给快也带来的机遇与挑战

喻渭蛟为什么说是马云的“小伙伴”呢?我们知道2005年,中国网购的需求进入了一个爆发式的增长,喻渭蛟是快递行业中间第一个与淘宝网全面合作的,随着天猫和淘宝的菜鸟网络越来越强大,整个快递业也成了马云的重要的“小伙伴”,而喻渭蛟自己也认为,“快递跟中国电商上下游的结合,是我们和马云智慧融合的结果,电商上下游融合之后,中国经济快速增长,中国电商也随之飞速发展。”

而提到快递业的挑战,不得不提到“双十一”。对于快递业企业来讲,“双十一”不是个商机,更像是个包袱,因为集中的派送往往让快递焦头烂额。喻渭蛟自己也说,快递网络的建设是随业务发展的,为这五六天的服务,要在好几年前就做好投入,这个成本怎么赚得回来?所以那几天的业务每一票都是亏钱的。但是话是这么讲,谁也不敢落下,落下的话就意味着你会被行业淘汰。

土豪喻渭蛟自己办航空公司

快递,快递,关键在一个“快”字,很多来过中国的老外都感叹,中国的快递还真的是挺快的,喻渭蛟当然也知道这里面的利害,所以2007年他在美国考察物流中心的时候,看到货运飞机起起落落,就特别有感慨,那个时候他就自己下了决心要自己办自己的航空公司。要知道喻渭蛟创业的时候,交通工具主要是自行车,现在要办航空公司当然需要慎重慎重再慎重,连现任国家邮政局局长马军胜也是善意地提醒他,这个事情有风险,你要仔细考虑。

但是喻渭蛟的确是看准了这个方向,他的决心与干劲最终打动了邮政与航空业的高层,在多方面的支持下,2014年9月圆通货运航空获批成立,成为中国第三家专业的快递航空公司,前面两家是中国邮政航空公司和顺丰航空公司。

2015年5月圆通获得阿里及云锋基金注资之后,一口气买下了15架波音飞机,创下了中国民营快递史上最大规模的飞机团购。而喻渭蛟计划到2020年,这个机队会规模扩大到50架,到2025年,再扩展到100架。果然是马云的小伙伴,出手就是不一样!

喻渭蛟领跑“桐庐系”

有一个很有意思的现象,很多快递的创始人都是来自一个地方,杭州桐庐,而且人际关系比较密切。申通快递、圆通快递、天天快递、韵达快递、中通快递的实际掌控人之间,要么是兄妹,要么是夫妻,要么就是同学关系。现在圆通上市了,喻渭蛟领跑整个桐庐系,其他的快递公司也是摩拳擦掌跃跃欲试。

其中申通跟韵达走的也都是借壳的路径。

10月24号证监会通过了申通快递的借壳,它主要是借的艾迪西的壳,交易完成之后,实际控制人陈德军、陈小英兄弟妹的财富可能会翻到75亿左右;韵达借的壳是新海股份,根据新海股份的公告显示,交易完成之后,韵达货运董事长聂腾云陈立英夫妻间接或直接拥有的新海股份总股本的70%左右,他们也会成为公司的实际控制人。

中通快递走的实际上是海外上市的道路,它9月30号已经向美国证监会提交了招股说明书,估计首次公开募集的资金是13亿美金,折合87.6亿人民币。长江证券发布的研报分析,按照美国快递行业的平均估值水平,中通快递总市值将会达到410亿人民币,中通快递的董事长赖梅松,持有中通快递32.6的股权,照这么计算,他的财富会达到120亿左右。

至于独立于桐庐系之外的快递龙头顺丰的借壳,也在10月11号获得了证监会有条件的通过,它的借壳对象是鼎泰新材,交易完成之后,王卫控制的明德控股将持有公司55%的股份,成为实际控制人,王卫持有的股票估值估计能超过500亿。

从我们刚才描述的快递行业借壳路径来看,毫无疑问,资本市场已经成为他们第二次起飞的一个基础。当然我们作为投资者,关注的肯定不是它上市速度的快慢,而是生活中间它快递的质量,因为网购现在已经成为我们生活中不可缺少的元素,快递正好是我们中间的一个纽带。当然我们也希望喻渭蛟的公司在上市之后能够带领整个桐庐系完成资本市场的一个腾飞,不辜负投资者对快递行业的期待。





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