It Is Imminent To Reshuffle The Express Company "Thin" And "Break Up".

Since October 15th, Shentong does not accept businesses sent to Jingdong warehouses.

Jingdong said that Shen Tong suspended only the pport of third party sellers from its warehouse to the Jingdong sorting center, which had nothing to do with the consumer distribution link, and would not have any impact on the shopping experience of consumers in Jingdong mall.

The explanation given by Shentong is that the Jingdong mall has received the express license, and the two sides are competing in the same industry.

Shen Tong responded differently, saying that the electricity supplier forced the "queue".

In this regard, Liu Rongkun, vice president of STO, said: "Jingdong mall has obtained the qualification of express enterprise operation, and Shentong has been competing with the industry. According to the relevant regulations, courier companies can not collect the express mail from their peers, so in accordance with the regulations, we will not distribute the express mail of Jingdong mall."

Xia Zubin, the director of Shentong overseas affairs department, explained in the evening of October 15th in micro-blog that "Shentong does not accept the following explanation from merchants to Jingdong warehouses, so as to avoid a company using this matter to confuse and make trouble.

1, Shen Tong sent to the Jingdong warehouse waiting to sign for too long, and single ticket goods are too large, not suitable for express company to operate, we are not shipping companies, so do not undertake such large cargo pport; 2, Jingdong use this matter to engage in news public relations to avoid their responsibilities, this is their consistent style.

A media report said that the industry generally agreed that it was not simple.

Although "no distribution between peers" is not only aimed at Jingdong mall, but at present, Shen Tong only adjusts the distribution related to Jingdong mall.

A detail that can not be ignored is that in May of this year, Tmall, which had consistently insisted on not building its own logistics, signed a framework agreement with the nine express companies. The courier company provided Tmall with a number of customized exclusive services.

There is a rumor that Shen Tong's move may be Tmall's Jingdong and other electricity supplier wars requiring the express company to be forced to stand in line with the "two election one", but Tmall people deny this statement, saying that the express company is entirely self policy-making.

In addition, in June this year, Jingdong National Express annual inspection passed, which means that Jingdong self built logistics will be the whole.

In addition to the logistics package of e-commerce providers, the other express delivery is also likely to be hit by Jingdong express.

Jingdong said shopping experience will not be affected, e-commerce self built logistics is not optimistic.

Another major actor in the incident, Jingdong mall, has stressed that the service suspended by Shen Tong is the pport of third party merchants from Jingdong warehouse to Jingdong mall distribution center. Therefore, the shopping experience of consumers in Jingdong mall will not have any impact.

According to reports, the Jingdong's mode is divided into self run and joint operation (open platform).

There are many modes of cooperation between open platform merchants and Jingdong, such as Jingdong express, storeroom, network platform, etc.

Some businesses use the Jingdong express, they need to send the goods to the Jingdong sorting center, and then send them to the consumers by Jingdong's own express.

Last September, Jingdong mall CEO

He has indicated that he will invest 10 billion yuan in logistics construction in the next 3 years. In addition, he will invest 20 billion to 30 billion yuan in the next 5 years to build logistics in Beijing, Shanghai, Guangzhou and Chengdu four cities.

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For this reason, Xu Yong, chief consultant of China Express consultancy network, said, "no foreign electricity supplier has succeeded in logistics."

This event marks the beginning of a crossroads for e-commerce providers to build their own logistics.

Xu Yong believes that the self built logistics business helps the electricity providers to understand the logistics business more deeply, and improves the logistics service according to the electricity business, and puts forward the service standard to the third party logistics company.

However, it is too unrealistic for the electricity providers to expand the logistics business.

Express company "thin" to "break up" platform competition will upgrade

Come from

A media source said, a courier company electric business executives said that private express is more suitable for the terminal consumer business, but the reality is that it also bears the role of a dealer, that is, supplying goods to the supermarket. "This should actually be done according to professional projects.

The biggest difference between the delivery of goods to consumers and warehouses is that they must open their containers for inspection, and sometimes they are refused to take back the express company. The express company has to do the refund processing to increase the cost. Two, the delay time of the warehousing inspection will affect the Commission of the courier, and the value-added service of the express company has not received any extra return from the electricity supplier.

Previously, there were news that round, SF and shin Tong refused to be sent to the Jingdong sorting center express, but it was confirmed that the business contacts between yuong and SF and Jingdong were all normal.

Zhou ye, senior manager of Yuantong Express News and information department, admitted that the current electricity supplier business is large and there are some problems in the specific operational environment.

He said, "logistics and electricity providers are husband and wife living, love and hate, disputes are inevitable."

In addition, Chen Shou Shou, an international analyst at Analysys International, believes that there are many stories behind Shentong's suspending part of Jingdong's business.

Jingdong has been doing its own logistics and distribution. Why did the express industry start to be alert to Jingdong this year? The answer is self-evident, and the platform competition will be upgraded again this time.

Lu Zhenwang, an e-commerce observer, said that in the past, Jingdong could control the redundancy of orders for the last kilometre. Now the order growth is difficult and the redundancy can not be controlled to keep the cost high.

Self built logistics is inseparable from the third party trunk logistics, and with the enhancement of control and penetration, express company's discourse power is enhanced, platform gaming or affecting the express company's team.