As the biggest industry peak in 2020, the express Jianghu hidden behind the double 11 war report is more undercurrent.

After the latest record of the 12th double 11 was fixed at 498.2 billion, the double 11 belonging to the courier has just begun.

According to the monitoring data of the State Post Office, from November 1 to 11, China's postal and express enterprises handled a total of 3.965 billion express mails, including 675 million express mails on November 11, a year-on-year increase of 26.16%, reaching a new high.

During the "super long standby" double 11 period (November 1-November 11), at 23:00 on November 11, tmall's real-time logistics orders exceeded 2.25 billion, more than the total express volume of China in 2010. At 0:00 on the 12th, the total number of tmall packages was fixed at 2.321 billion. How to deliver the express volume of the whole year of 2010 in just a few days, several express companies with increasingly fierce market competition have also made great efforts.

According to the war report released by the express company in the early morning of November 12, the total order volume of Zhongtong express from November 1 to 11 exceeded 820 million and the total business volume exceeded 760 million; Yunda and Yuantong both received more than 100 million pieces on the 11th day; SF's whole network received 2.5 times higher than usual on the day of double 11, of which the order solicitation rate of Alibaba platform was as high as 84.4%.

Since the beginning of this year, whether SF's re overweight of e-commerce preferential parts in exchange for a significant increase in market share, or the increasingly fierce competition for the market by "Tongda" players who are deeply trapped in the quagmire of price war and do not increase revenue, or the further attack on the market by new Express recruits such as Jitu and zhongpost, all make the market look like a sword. As the biggest industry peak in 2020, the express Jianghu hidden behind the double 11 war report is more undercurrent.

The dispute over the "second child" in the market adds more suspense

When the sales data competition of e-commerce platform came to an end, express companies began to embark on the stage of double 11.

In the latest war report, the data of Zhongtong Express show that from November 1 to 11, the order volume of Zhongtong express reached 820 million pieces, and the business volume exceeded 760 million pieces. At the same time, the cargo volume of Zhongtong express exceeded 31000 tons. Yunda and Yuantong both announced that the number of pieces won on November 11 exceeded 100 million. At the same time, as of 18:13 on November 11, the daily income of deppon express exceeded 100 million yuan. On November 11, the daily cargo volume of aneng reached 51357 tons.

It is worth mentioning that since the beginning of this year, Ali has officially taken a stake in Yunda in the first half of the year. At the same time, Ali has successively increased its holdings of Yuantong and Shentong in September. This can also be regarded as the first double 11 ushered in by Ali after integrating "four links and one access", and the competition for the market of Tongda department is still full of suspense.

In the three quarters before double 11, Yuantong and Yunda were anxious about who was the "second" of Tongda department. In May and June this year, Yuantong's business volume growth once exceeded Yunda. In the third quarter, Yuantong's business volume growth once again lagged behind Yunda. However, although Yunda took the lead in business volume growth, Yunda's revenue and profit were lower than Yuantong.

In terms of share price, Yunda's share price has suffered a continuous dive since June this year, and Yuantong has increased all the way since April. After Ali's latest capital increase on September 2, Yuantong's market value was close to Yunda at that time.

In this context, Yuantong received 100 million pieces and Yunda on the day of double 11, which may also be shouting at each other to some extent. Express expert Zhao Xiaomin once analyzed to the reporter of the daily economic news that in terms of business volume growth, Yuantong did not follow up on the basis of the second quarter in the third quarter, and the business volume growth was overtaken by Yunda. However, Yunda's position was still not stable in the war of "protecting the second quarter".

Now, looking at the two double 11 transcripts, after the last express peak of this year, who can hold the second place in the "access system" has once again increased the suspense.

Deep e-commerce sinking

SF double 11 Alibaba platform orders nearly 85%

If the double 11 every year is a sea of accessible carnival, with the extension of SF e-commerce sinking strategy, SF, which ushered in the second double 11 after the launch of preferential e-commerce parts, has gradually become a force that can not be ignored.

The reporter of the daily economic news learned from SF that on November 11, SF's network wide collection volume increased by 2.5 times compared with the usual, of which the order collection rate of Alibaba platform was as high as 84.4%, ranking first in the industry.

SF said that innovative technologies such as big data, cloud computing and artificial intelligence helped intelligent decision-making, and the forecast achievement rate of double 11 pieces was 102.27%. SF also complied with the pre-sale trend of e-commerce platform, innovatively launched the smart supply chain product "extremely effective front", and the delivery success rate on the first day of double 11 was 96.4%, significantly higher than that in 2019.

In the early stage of double 11, SF added a new operation mode in terms of aviation network and high-speed rail network, and the overall express digestion capacity was twice that of ordinary days, which also ensured SF's stable and orderly operation at the peak of business to a certain extent.

Since the launch of "preferential and special" products in May last year, the year-on-year growth rate of Shunfeng's monthly business volume has been stable at about 50% since the second half of 2019. The vigorous layout of the e-commerce parts market has also been interpreted as Shunfeng's "e-commerce sinking" by the outside world.

At the same time, SF also expanded its market share at the expense of price to a certain extent. By the end of September this year, e-commerce parts had helped SF to increase its market share to 16.92%, but SF's single ticket price was also continuously decreasing, which also made the competition in the whole express industry anxious again.

Analysts at CITIC Securities said that after Shunfeng launched special products in May 2019, its complete e-commerce product layering system was basically formed. Preferential special distribution is the symbol of Shunfeng's third layout of e-commerce parts market, and as the most affordable product in Shunfeng's product system, it effectively fills the gap of Shunfeng in the middle-end e-commerce parts market.

It can be seen that the order volume of Alibaba platform accounts for the vast majority of SF's revenue in double 11 this year, which may also be a message sent by SF. SF will continue to increase its weight on the road of e-commerce preferential items.

Acceleration of digital transformation of express industry

In addition to the increasingly fierce market competition, this year's double 11 is still a technological and digital war for each express company.

Although as of press time, Shentong has not disclosed its double 11 distribution data, for Shentong, the biggest significance of this double 11 may also lie in its digital transformation entering a new stage.

This year's double 11, Shentong announced that the cloud infrastructure supported the whole station business system for the first time, linked the pre-sale sinking project with rookies, and completed the construction and automation upgrading of 54 capacity projects before double 11.

Shentong said that this also means that the stage called digital 1.0 by Shentong has been completed, which solves the basic problems of digital construction, realizes the digitization of all link elements from 0 to 1, and forms multiple solutions such as digital distribution, intelligent transportation and risk control.

In the future, Shentong in the Digital 2.0 era will achieve another breakthrough in fine operation through digital solution capability and IOT software and hardware integration capability, facing digital stations, capacity coordination, policy regulation and other scenarios, and achieve industry-leading single ticket operation cost and service quality.

Since this year, not only Shentong, but also the upgrading of black technology and automation equipment by express companies have enabled the double 11 with a record number of packages to pass smoothly.

Tmall's double 11 logistics war report shows that the total length of express automatic assembly line has reached 6000 kilometers this year, an increase of 1000 kilometers over last year. In terms of delivery speed, at 00:35 on November 1, consumers received the express delivery just five minutes after paying the balance of pre-sale goods.

The "11.11" super war report released by Jingdong Logistics shows that 200 cities across the country have reached in minutes, 93% of Jingdong's self operated orders, 92% of districts and counties and 83% of towns and townships have reached in 24 hours.

During the "11.11" period, the number of open business orders of JD logistics increased by 102% year-on-year, the number of personal express orders increased by 164%, the number of warehouse receipts of JD cloud increased by 138%, the business volume of JD cold chain LCL transportation increased by 100%, and the business volume of agricultural special products increased by nearly five times month on month (MOM) 618.

   

In an interview with the daily economic news during the double 11, logistics expert Yang Daqing said that in the past, the double 11 focused on the sharp increase on the day of double 11, and there was great pressure on warehousing, transportation and distribution. Now, after promoting big data prediction, the challenges are more the cloud warehouse coordination ability and trunk resource efficient allocation ability of logistics enterprises.

"After the big data forecast demand of e-commerce enterprises, the commodities will be stored in the front warehouse closer to consumers in advance by logistics, which puts forward higher requirements for the digital control and coordination of express enterprise warehouses. With the further development of this digital intelligent supply chain, manufacturing enterprises may weaken their warehouse allocation resource construction and rely more on the digital warehouse with the same chess game in the country For logistics enterprises with matching capacity, manufacturing enterprises can also focus more on core links such as R & D and manufacturing. At the same time, manufacturing enterprises and logistics enterprises will also form more in-depth integrated coordination in the supply chain. " He said.

On the second day of the double 11 e-commerce carnival, the share price performance of express listed companies was not as good as that of e-commerce platforms. As of the closing on November 12, the share price of SF Holdings (002352. SZ) closed at 81.35 yuan / share, up 1.18% over the previous day; China Express (NYSE: ZTO; 02057, HK) shares closed at $29.93 per share, down 0.33% from the day before yesterday; Yuantong Express (600233. SH) shares closed at 13.13 yuan / share, up 1.23% from the day before yesterday; Yunda shares (002120. SZ) closed at 18.57 yuan / share, up 0.81% over the previous day; Shentong express (002468. SZ) shares closed at 13.24 yuan / share, down 0.53% from the day before yesterday; Debang shares (603056. SH) closed at 13.98 yuan / share, an increase of 1.45% over the previous day.