The Express Industry Will Usher In The Shuffle Period Next Year And Become A Common Plan For Express Delivery Companies.

Different from previous industries, with the support of successive policies, this year, the courier companies want to recruit each other and want to make a breakthrough through the power of capital. Listing has become a common plan of major private express companies.

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The rapid development of the express industry has maintained an average annual growth rate of about 50%.

Different from previous industries, with the support of successive policies, this year, the courier companies want to recruit each other and want to break through the power of capital.

Become a common plan for major private express companies.

From the perspective of the whole industry, the improvement of efficiency in big data, going to sea and going to the countryside, merger and reorganization have become the trend of development.

The express industry will have a shuffling period next year, and a large number of small and medium-sized enterprises are facing the risk of takeover and elimination.

Status quo: low price competition

High cost

The average revenue continues to go down.

Small profits, no profits and losses.

With the rapid development of the electricity supplier, the volume of domestic express business is showing a blowout growth.

But the low threshold also makes the express industry already enter the white hot competition, and even has entered the "50 Fen" era, that is, express ticket profit less than 0.5 yuan per ticket.

The vicious competition caused by the price war has become the present situation in front of the express industry.

A reporter found that, compared with the previous two years, the domestic express industry still has a "5 yuan national package" phenomenon.

There are express outlets responsible person said that different express companies to compete for customers or even directly take the malicious price reduction behavior, "enterprises to maintain customers or expand the market can only accept in a meager profit or even a loss".

Under the vicious competition, the express industry service is highly homogenized.

According to the statistics of the State Post Office, it includes

There are more than 8000 express enterprises in China, including "three links and one Da".

Statistics show that in 2014, the total revenue of express industry was 14.65 yuan / piece, in 2013, it was 15.69 yuan / piece, and as early as 2005, the figure was 27.7 yuan / piece.

The year-on-year decline in express delivery revenue showed a further decline in corporate profitability, and the "price to volume" model basically remained unchanged.

Most express companies present the situation of "small profits, no profits and losses", and some franchisees are more difficult to manage.

Corresponding to vicious competition is the surge in operating costs.

As a labor-intensive industry, human cost has brought great pressure to express enterprises.

According to the reporter, at present, the courier is still at a disadvantage, and the basic social welfare such as "five risks and one gold" can not be guaranteed.

Policy support

Support policy has been introduced continuously.

The industry is becoming more standardized.

Facing huge pressure of cost input

The express industry, regarded as the economic black horse, has welcomed the strongest policy support this year.

In October this year, the State Council issued a number of opinions on promoting the development of express industry (hereinafter referred to as "opinions"), encouraging all kinds of capital to enter the courier field in accordance with the law, and supporting the merger and reorganization and listing financing of express enterprises.

Fostering the growth of express enterprises is the most direct goal of the State Council's introduction of the "opinion". Accelerating capital to enter the courier field has become the preferred way.

The opinion said that various types of capital should be encouraged to enter the courier field according to law, support the merger and reorganization of listed companies, raise funds for listing, integrate small and medium-sized enterprises, optimize resource allocation, achieve strong alliances, speed up the formation of some furniture enterprises with international competitiveness, and encourage "going global" to participate in international competition.

At the same time, the relevant industry norms are also stepping up.

In October this year, the 15 departments of the central comprehensive management office, the Ministry of communications and pportation and the State Post Office decided to focus on dangerous explosive materials, send logistics to clean up and rectify and resolve contradictions and disputes in the country from now until the end of March next year.

In November 1st, the real name registration system was formally implemented.

However, industry standardization requires express companies to invest huge amounts of money in hardware upgrading.

According to the public information estimates, only a hardware upgrade of the express industry has invested more than ten billion yuan.

In addition to the express real name system, the new management measures also require express companies to implement 100 X optical machine security check for express mail.

It is understood that at present, the major express companies have set up X optical and mechanical inspection facilities in the distribution center, but the number is limited.

According to the market situation, a X light security machine needs at least 250 thousand yuan, and a large high-end product reaches 1 million yuan.

Sprint listing

Leveraging capital to break through

Speed up overall industry listing

Early illness remains to be solved.

The first domestic express company finally appeared in the form of "backdoor listing".

Edisi announced in October that the company has already reached initial cooperation intentions with STO STO Limited (hereinafter referred to as STO) to acquire STO shares, and signed the issue of shares to purchase the asset framework agreement.

This means that STO will be able to shell into the Shenzhen Stock Exchange and become the first domestic express company.

With the stimulation of STO, other express companies will accelerate the pace of listing.

Since the beginning of this year, the news of the listing of the express delivery companies has begun to erupt, including courier companies, home express, Zhong Tong, Baishi Huitong and other courier companies, which have exposed the news of the listing. In July this year, Debon logistics also officially issued the IPO A share prospectus, submitted the IPO application to the SFC, and was going to be listed on the Shanghai Stock Exchange.

In October of this year, the stock exchange was completed and the new board of directors was adjusted accordingly.

Among them, the founder and the relevant management occupy 7 seats of the board of directors, and Ali occupies two seats of the board of express delivery.

The entry of Ali will push forward the listing of TCO.

However, the chaotic management system, non-standard financial statements and other courier enterprises left behind the early development of "myoma" will become a stumbling block on the road of listing.

Extensive development and low price competition become the common characteristics of domestic express enterprises, and there are deformity in enterprise management mode.

According to the requirements of listing, there are still many problems in the management system, corporate structure and financial pparency.

Trend: improving efficiency

Wide application of big data

Express "Internet +"

Multidimensional upgrading

The proposal of the "Internet plus" action plan will promote the integration of mobile Internet, cloud computing, big data and Internet of things with modern manufacturing.

For express delivery, big data application will form a linkage mechanism between e-commerce enterprises and express enterprises. The Internet plus will react with express. The Internet will make express delivery more intelligent, greatly improving the efficiency of express delivery and reducing logistics costs.

This year, "double 11", consumers can feel the express speed.

Data show that as of 24 nights in November 11th, 183 million shipments were delivered throughout the day and the delivery rate was close to 40%.

Big data has been widely used in the express industry.

Rookie network official said, the platform through the analysis of business sales data and pre-sale data, can guide businesses to prepare stocks scientifically, "this year, the business has already begun to channel the preparation of goods, the goods are available to consumers."

Courier companies also began upgrading, providing cloud storage and other value-added services.

In June this year, SF promoted the cloud storage system, and arranged 7 warehouses, including Beijing warehouse, Shanghai warehouse and Wuhan warehouse.

Second, the application of electronic surface and so on also greatly improves operational efficiency.

Ni Genyan, vice president of Chung Tong express, said that the electronic surface can increase efficiency by more than 30%.

The trend of express intelligence is more and more obvious.

Amazon has launched a taxi delivery platform in the United States; in the pportation sector, international UPS, Google, DHL and domestic SF EXPRESS are testing UAVs themselves.

In addition, including the rookie, has begun to test the water intelligent picking robot.

"Go to the sea and go to the countryside"

Cross border business diversification

Sink in rural market channels

Broad market prospects

With cross-border electricity providers and rural electricity providers becoming the most potential and fastest growing areas, the importance of "going to sea" and "going to the countryside" has gradually emerged.

The State Council issued a number of opinions on promoting the development of express industry in October, pointing out that it is necessary to encourage express enterprises to develop cross-border e-commerce express business, increase the service strength of "going out" to express enterprises, build an international express processing center in key port cities, and explore the establishment of "overseas warehouses".

At the same time, we encourage the traditional postal industry to further accelerate the pformation and development, support the innovative cooperation mode between postal enterprises and express enterprises, and make full use of the advantages of existing postal outlets to improve the efficiency of postal infrastructure utilization.

It is understood that with the emergence of the "Stocking" mode in cross-border electricity providers, the traditional container shipping will be favored through pre storage.

Traditional express enterprises and logistics enterprises are increasing the business of bonded warehouses and third party pshipment.

In the view of Xiang Feng, President of the express delivery company, supporting the express industry "going out" is the general trend of the industry. "China, as an important global express market, undoubtedly needs to play a more important role."

For the first time in, the rural Taobao participated in the "double 11" campaign.

The rise of rural electricity providers will speed up the distribution of express enterprises in rural areas.

Since the implementation of the strategy of "rural Taobao" in the past year, more than 8000 villages have been down.

According to incomplete statistics of China Federation of logistics and purchasing, there are more than 3000 electric product platforms in China.

With the sinking of the electricity supplier market, the express network is also accelerating to sink and expand to the three or four tier cities.

Age of hegemony

Fierce competition among giants

Accelerated elimination

High capital barriers

In addition to accelerating the sprint of express companies, the outside world also releases good news frequently.

Express expert Zhao Xiaomin believes that the latest policies will accelerate the integration of industries, especially the implementation of the specification of real name system and comprehensive security inspection. It will also rapidly improve the threshold of the express delivery industry. "Starting from 2016, the express industry will usher in the tide of mergers and acquisitions".

Favorable policies will accelerate the reshuffle of the express industry.

Zhao Xiaomin said that this means that the "strong" express company takes the time to come, and "China's express industry has officially entered the era of hegemony."

In Zhao Xiaomin's view, the good news frequently released is a strong stimulant for large express companies, but for small and medium-sized express enterprises, it means hardship to survive and eliminate. "Financial support, financial and foreign investment policy support is a good thing for express delivery enterprises IPO, and group express companies will appear one after another".

"When the industry develops to a certain stage, integration will be an inevitable market rule."

In terms of phase peak, big brands have more resource advantages, service quality and safety.

"Alibaba shares become the real problem that capital has to consider before entering the express industry."

In Zhao Xiaomin's view, Ali's accession to the express industry has brought investment barriers.

The norms of the industry will enable enterprises to face huge capital investment, which is undoubtedly a challenge for small and medium enterprises.