Express single ticket price in half a year to shrink again, players almost close to hand.
In the half of 2020, after experiencing the pain of the epidemic, the business volume and business income of express enterprises will gradually rise. In June, the business income of the whole industry reached 98.7 billion yuan, up 20.9% year on year. However, the homogenization and low-quality competition faced by the industry is still a problem on the card table.
At present, single income has entered the era of two yuan. Experts say that this is an invisible war of attrition, each others profit margins are not high, if encounter new forces or strong collision, the industry will shuffle.
What can not be ignored is that in the first half of 2020, new players are quietly emerging on the table, franchise system, low line and low price, aiming at the chips of big brother of Tongda system.
No matter how low you are, you cant make money
On July 21, shell finance reporter of Beijing News interviewed some couriers of Shentong, Zhongtong, Shunfeng and Debang in Beijing, and learned that Tongda system still played a low price card in terms of delivery charges. The lowest price of the same city parcel in Beijing was 8 yuan per piece, while that of other places was 12 yuan. The unit price of Shunfeng and depang was relatively high. However, in the case of long-term delivery volume (regular customers), the four express delivery companies will give corresponding discounts.
Beijing Dongcheng Shentong courier Jiang Lin (pseudonym) introduced to reporters that there are differences in charges for packages sent out in different areas of Beijing. The company has a pricing range, and the courier can float the price, it will give some preferential treatment to old customers or customers with a large single volume..
At present, the official freight prices of Shentong, Yunda, etc. are about 10 yuan per kilogram within the province and 15 yuan within one kilogram outside the province. At present, the cost of express delivery is close to face-to-face competition. Couriers have certain preferential rights and the preferential prices are relatively close.
Several couriers told shell finance reporter of Beijing news that if long-term cooperation can provide preferential price, the courier will set the price. Jiang Lin can offer the lowest price of less than 1 kg, 6 yuan per unit in Beijing and 7 yuan per order in other places. He said that for each overseas order of 7 yuan, he needs to pay 6 yuan to the company, and he can earn 1 yuan.
Now the price is easy to say, mainly depends on the quantity, Jiang Lin said that the senders daily delivery directly affects the cost of sending.
Zhongtong courier Zhang Fan (pseudonym) introduced that in the case of a large number of customers to send, and the customer does not need an invoice, can give a minimum of 6.5 yuan for the same city, 8 yuan for other places, he earns 1 to 1.5 yuan for each receipt.
Jiang Lin said that any more concessions can only be to reduce the overweight charges. If there is a large amount of mail, we will talk to the financial department to reduce the weight renewal, he said, adding that the renewal cost of Beijing local packages can be reduced to 1 yuan, while that of foreign packages can be reduced to 3 yuan.
In contrast, SF and deppons lowest delivery price is generally higher than that of three links and one delivery. Among them, about 13 yuan will be charged within one kilogram in Shunfeng Province, and about 18 yuan will be charged within one kilogram outside the province. It is about 10 yuan for a kilogram in depang province and 14 yuan for a kilogram outside the province.
The reporter learned that for the two companies, the courier has less bargaining power, and the preferential price given for long-term cooperation needs to apply to the company, and cant set prices by themselves. Shunfeng express said to reporters, you can apply for a minimum discount of 7% for the business.
Shunfeng has always been a high price player in the express ranks. The couriers earn about 3 yuan by receiving an express, and 1-2 yuan by sending an express. Some couriers said that at present, there are about 200 pieces received and delivered each day.
In the interview, the reporter found that the express delivery personnel of Tongda Department earned about 1 yuan per order, or even lower. However, the delivery volume doubled. A Zhongtong courier in Fengtai, Beijing, told the shell financial reporter that about 300 orders could be delivered every day, and the receiving situation was uncertain.
This year we caught up with the epidemic, and business is really not easy to do. A number of couriers reported that this year, various express companies have been affected by the epidemic to varying degrees. The lowest delivery price given by the express company or himself has not changed much. Some couriers lament that business is not easy to do, but they cant lower the price any more. No matter how low it is, there will be no money to make..
Rebirth after epidemic: single ticket price falling again and again in the era of 2 yuan
Recently, the A-share listed companies Yunda, Shunfeng, Yuantong and Shentong successively released the express business data in June, and the single ticket income of express service approached RMB 2 again: Yunda express service single ticket income was 2.36 yuan, down 25.79% year-on-year; Shentong express service single ticket income was 2.07 yuan, a year-on-year decrease of 27.37%; Yuantong express product single ticket income was 2.16 yuan, a year-on-year decrease of 28.28%; Shunfeng express service single ticket income was 2.16 yuan, a year-on-year decrease of 28.28% The higher income was 17.89 yuan, but the same year-on-year decrease of 22.92%.
Compared with the beginning of the year, the single ticket price has been shrinking again and again. The single ticket income of Yunda in January was 2.86 yuan (compared with 2.36 yuan in June) with a decrease of 17.48%; that of SF in January was 19.7 yuan (17.89 yuan) with a decrease of 9.19%; that of Shentong in January was 3.3 yuan (2.07 yuan in June) with a decrease of 37.27%; that of Yuantong in January was 2.94 yuan (2.16 yuan in June) with a decrease of 26.53%.
In the first quarter, Zhongtongs express service revenue was 3.41 billion yuan, a year-on-year decrease of 16.1%. Among them, the direct passenger business income was 513 million yuan, a year-on-year decrease of 5.7%. After excluding the cross-border business income, the single ticket income was 1.52 yuan, down 19.4% year-on-year.
In the beginning of 2020, due to the impact of the new crown epidemic, the revenue of express delivery industry suffered heavy losses. In addition, the impact of the off-season of the Spring Festival holiday, the express service business income of the top express companies in the industry generally decreased in January and February, and some companies did not achieve positive growth until April.
According to the performance of Toutou express company, Yundas express service revenue in January was 1.811 billion yuan, while that in February dropped to 897 million yuan. Shentong and Yuantongs express service revenue in February also dropped to 469 million yuan and 645 million yuan respectively.
At the same time, the first quarter of the head express delivery service business revenue generally fell year-on-year, only SF increased year-on-year from January to June (express logistics business). In the first half of 2020, the revenue of express logistics business in other months of SF is more than 10 billion yuan, with a year-on-year growth.
According to the data of the State Post Office, except that the express business volume reached a low point from January to February, other months showed an upward or gentle trend.
Source: Official Website of State Post Office
According to the official data, in the first half of 2020, the total business income of postal industry (excluding the direct business income of postal savings bank) reached 502.82 billion yuan, an increase of 11% over the same period of last year; the total business volume reached 876.53 billion yuan, with a year-on-year growth of 22.4%.
In June, the business income of the whole industry reached 98.7 billion yuan, an increase of 20.9% over the same period of last year; the total business volume completed 184.35 billion yuan, with a year-on-year increase of 34.6%. After the return of blood after the epidemic, the posture of express delivery development in 2020 will decrease first and then increase.
In the first half of this year, the express business volume of intra city, non local and International Hong Kong, Macao and Taiwan express business accounted for 16.6%, 81.1% and 2.3% of the total express business volume respectively, and the business income accounted for 9.5%, 51.1% and 12.1% of the total Express delivery revenue respectively. Compared with the same period last year, the proportion of intra city express business volume decreased by 1.7 percentage points, the proportion of non local express business volume increased by 1.7 percentage points, and the proportion of International Hong Kong, Macao and Taiwan business volume was basically the same.
At present, A-share listed head express companys business revenue has returned to normal level. In June, the business income of express delivery (logistics) services ranked from high to low: Shunfeng, Yunda, Yuantong and Shentong, with 12.325 billion yuan, 2.994 billion yuan, 2.538 billion yuan and 1.792 billion yuan respectively.
Focus on e-commerce small piece fat meat, Jingdong department, pinduoduo Department express mix
The story of the express industry in 2020 is not just about these established express companies. At the beginning of the year, the two new catfish attracted the attention of the industry. One is the mass post express which is generally recognized as Jingdong department in the industry, and the other is the extremely rabbit express which is closely related to pinduoduo.
These two coincidentally emerged in the first half of this year, and quickly joined the layout.
Beijing Jingdong Zhenshi Information Technology Co., Ltd., a subsidiary of Jingdong, has applied for the express and other related trademarks of Zhongyou express, which is generally recognized by the industry as Jingdong express.
According to the official website, Zhongyou express is a express company focusing on the sinking market and economic commercial development. Its service products mainly focus on 3kg small pieces and e-commerce packages; the market positioning is domestic e-commerce platform, micro business and micro stores, new e-commerce, professional market and providing services for retail investors. Obviously, the positioning of the low-line market of zhongpost express, benchmarking, three links and one arrival, is just the differentiated development with Jingdong Logistics.
At present, BOE does not want to mention this little brother too much. However, according to the official wechat official number data of Zhongyou express in June, it has launched a comprehensive network in Jiangsu, Zhejiang and Shanghai in East China, involving 25 cities in 3 provinces, and more than 330 first-class franchisees have been introduced.
Recently, many post express companies have been established continuously. On July 21, Hebei tuoxian Logistics Co., Ltd. was established with a registered capital of 3 million yuan. Guangdong Hongbang tuoxian Logistics Technology Co., Ltd., the main operator of zhongpost express, is its wholly-owned major shareholder, and its legal representative is Zhu Liangsheng. At the same time, Shandong tuoxian Logistics Co., Ltd., Shanxi Zhongyou Supply Chain Management Service Co., Ltd., and Inner Mongolia Zhongyou Logistics Technology Co., Ltd. were all established in the past two months. The legal representatives of the three companies are Zhu Liangsheng, and the major wholly-owned shareholder is Guangdong Hongbang tuoxian Logistics Technology Co., Ltd.
In addition to Xinjiang, the national (domestic) network coverage was also completed within a few months. Polar rabbit express was officially established in Indonesia in 2015, and launched in China in March this year to establish relevant teams.
As a new express force, the attention of the outside world is inseparable from its relationship with pinduoduo. Li Jie, the founder of polar rabbit express, and his team are all related to oppo. Li Jie himself is also the founder of oppo Indonesia. Duan Yongping, the key figure behind oppo, is also an angel investor of pinduoduo.
Beijing News reporter learned from the inside of polar rabbit express that at present, there are many e-commerce cooperation platforms such as pinduoduo, dangdang.com, Suning and mogujie. Pinduoduo also ranked first in the introduction of cooperation platforms, which is consistent with the official list of partners.
At present, the express delivery of some businesses on pinduoduo is delivered by Jitu express. Beijing rabbit express courier told the new Beijing News shell finance reporter that their main distribution is pinduoduo, Dangdang and other e-commerce express, and there is no Taobao express.
Yang Daqing, a special researcher of China Logistics Association, said that in the future, the leading enterprises in the express delivery market may have a bowling effect, which means that they are independent and balanced in competition, have invisible consumption wars, and their profit margins are not high. If they encounter new forces or strong collisions, they may lose their cards.
It seems to the outside world that Zhongyou and Jitu have become the new players of benchmarking old express enterprises. With the increasingly close relationship between Ali and three links and one access, the e-commerce giants of JD and pinduoduo are also seeking their own logistics differentiated development.
Express expert Zhao Xiaomin said that the domestic express market is highly concentrated and homogeneous competition is serious. With the increasingly active e-commerce market in third and fourth tier cities and rural areas as well as the development of cross-border e-commerce market, the express industry needs to (seek) develop in another way to change the labor-intensive development dilemma.
As for the new blood of express delivery, Zhao Xiaomin also pointed out that Rome was not built in a day. In 2019, the concentration index CR8 of the top 8 express delivery enterprises was 82.5, and the concentration index Cr6 of the six listed express companies was 80.4. This means that the total market share of express companies ranking 7th and 8th in terms of business volume is 2.1%. For a long time, unless adopting unusual strategies, it is difficult for the express delivery companies to pose a direct threat to the current listed express companies.
New Beijing News shell financial reporter Cheng Zijiao intern Cui Xinyi editor Wang Jinyu Xu Chao proofread Li Shihui
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