Double 11 is a major node for all express companies, especially this year.
On November 4, 21st century economic news reporter confirmed from a number of Yuantong franchisees that in the morning of that day, Yuantong issued the penalty notice on agent polar rabbit business on the intranet, which mentioned that some companies found illegal proxy extremely rabbit business in the whole network. Through data comparison, it was found that there were a total of 308 illegal agent extremely rabbit branches involved, which were verified by provincial network management and terminal personnel 144 branches were found to have violations. According to the notice on banning the agency of extreme rabbit business in the whole network, the branch company that violates the rules of agency of pole rabbit business will be fined 30000 yuan.
It is worth noting that although the above notice was published on the intranet on November 4, the date of signing the notice was October 25.
The notice also revealed that on July 23, Yuantong headquarters issued the notice on banning the agency of polar rabbit business in the whole network, requiring that the franchised companies at both ends of the company should not act as agent for the express delivery service of polar rabbit in any form. And encourage to report the behavior of illegal agent extreme rabbit to the network supervision department of the head office. After verification, the reporting unit will be given a reward of 1000 yuan / time.
In addition, according to the exclusive information before the 21st century economic report, on October 19, Yunda released the notice on banning the agency of polar rabbit business in the whole network on the intranet, officially banning the extreme rabbit. Shentong has already issued a similar notice.
Yunda clearly mentioned in the intranet notice that Yunda Expresss affiliated franchised companies (including the contracted area) shall not join in the Jitu network and the contracted area for any reason and in any form; both ends of the agency shall not act as the agent for the express business of Jitu in any form or for any reason. The distribution center shall strictly check and collect the evidence for the express which has entered into the transfer link, collect evidence and report it, handle it according to the problem piece, and return it with the original order; for the extreme rabbit express which has entered the terminal network, the terminal branch company shall collect evidence and report it, handle it according to the problem piece, and inform the sending network point to inform the recipient to take it by himself.
In addition, Yunda also stressed that it is necessary to strictly implement the exclusive operation for the extreme rabbit express. If the network company (contract area) has a franchise, agent, or site, it will be fined 5000-2000 yuan as the case may be, and require rectification within a time limit. If the situation is serious, it will be refunded. If it is found that the package contains Jitu express, it will be treated as the agent of Jitu business, and will not be accepted He complained. Once the behavior of acting as an agent of Jitu express telephone service is verified, a penalty of 1000 yuan / ticket will be imposed. The above notice shall be implemented in the whole network from the date of promulgation (October 19, 2020).
Under the siege, it is performance pressure. According to the data of the State Post Office, in September, the industry completed 8.092 billion pieces of express business, an increase of 44.6% over the same period last year. According to the announcements of various companies, Shunfeng, Yunda, Shentong and Yuantong completed 7.3, 14.6, 860 and 1.22 billion pieces respectively, with a year-on-year growth rate of 60.4%, 64.9%, 18.6% and 50.2% respectively. Shunfeng and Yunda continued to lead the way, and Tongda had a significant differentiation.
But the price war continues. In September, the average unit price of express delivery across the country was 10.19 yuan, down 1.41 yuan (- 12.2%) year on year, with a slight rise compared with the previous year.
The new polar rabbit is one of the driving factors of the price war. In the current period, the brand concentration index CR8 of express delivery industry was 82.9%, which was the seventh consecutive month of decline since February this year. Polar rabbit has gradually changed the pattern of the industry.
At present, the polar rabbit is still excluded from the ecology by Ali and Jingdong. According to the statistics disclosed in the announcement of the State Post Office and various companies, in last year, the number of express delivery on Alibaba platform accounted for more than 40% of the total express volume, pinduoduo accounted for more than 30%, and Jingdong accounted for nearly 6%.
In addition, according to the information provided by polar rabbit, as of June, it has 1043 long-distance transport vehicles in China, of which 354 are self-employed vehicles. More than 1000 transport trunk lines have been planned to achieve 80% inter provincial connectivity.
Jitu express is an e-commerce express company in Southeast Asia. The founder Li Jie was the founder of oppo Indonesia company. He quickly established an express logistics network in Southeast Asia through the sales network of oppo Indonesia, and became the leader of express delivery in Southeast Asia in less than 5 years. In 2019, by investing and holding Shanghai Longbang Express (the second and third tier express enterprises in the domestic express industry), Jitu directly obtained the express business qualification and network. At the same time, it learned from the development experience of Southeast Asia, and took advantage of oppos domestic sales network and logistics demand to launch the network quickly. It began to operate formally in March 2020. According to Guoxin Securities research, as of August this year, the daily average business volume of polar rabbits has exceeded 7 million.
A number of express franchisees said that pinduoduo express demand is the basic plate that the rabbit claims to the outside world. Pinduoduo has given a lot of support to the very rabbit business and will participate in new financing. At the beginning, the industry was not optimistic, but now, the development of extremely rabbit is far beyond expectations. There are senior express said.
According to the official website of Beijing University of science and technology, Li Jie, a graduate, joined Jiangsu Anhui Bubugao company in 1998 as the general manager of AV business department, and served as the general manager of oppos Jiangsu Anhui region in 2008. In 2015, Li Jie established J & teexpress, a technology-based express company, and started to expand markets in Vietnam, Malaysia, Thailand and the Philippines in November 2017.
On the other hand, Huang Zheng, founder of pinduoduo, is one of the four disciples of Duan Yongping, founder of Bubugao. Li Jie and Huang Zheng have a lot of relations with Duan Yongping. Therefore, the outside world regards the extreme rabbit as pinduoduo. However, in the industrial and commercial registration data, there is no correlation between the two. According to its official website, its cooperation platforms include pinduoduo, Suning, oppo, vivo and Dangdang.
Of course, the extreme rabbit gallop, and not just spell more background, the focus is on money and flow. The above-mentioned express source revealed that in terms of business volume, pinduoduo and oppo are inclined to polar rabbits. And in the early stage, Duan Yongping did invest a lot of money for the pole rabbit. Based on the current business growth, extremely rabbit financing is quite smooth, not bad money.
In fact, based on the franchise system, it is very difficult for Tongda to really ban the polar rabbit. Its easy for franchisees to hide their products by means of tactics, but it is difficult for them to survive. However, at present, the national network of extreme rabbits is not yet complete. To prevent them from hitchhiking is the normal behavior of enterprises, and it is difficult to say that it is blocked. A senior executive of Tongda Department confessed to the 21st century economic reporter.
Some investors said that the key to the sustainable development of the rabbit is whether the fund can be sustained. For this point, Tongdas franchisees and executives are skeptical.
If we cant stop the rabbit this year, it will be too late next year. In addition, Tongda is a senior franchisee.
Source: responsible editor of 21st century economic report: Wang Fengzhi_ NT2541