"Small parcels" map "big economy". In recent years, the express delivery industry has maintained a steady growth momentum, and the business volume has achieved a huge leap from "10 billion per year" to "10 billion per month".
1. Overview of the express delivery industry: exceeding 100 billion pieces in three years highlights the continuous development of the consumer market
At 18:26 on December 4, with a flower ordered by SF Express being sent from Kunming, Yunnan to Chengdu, Sichuan, the real-time monitoring data of the express big data platform of the State Post Bureau showed that the 120 billion express mail in China was officially produced this year, and the annual business volume of China's express delivery exceeded the 120 billion mark for the first time, setting a new record high.
Express delivery, also known as express delivery or express delivery, refers to a new mode of transportation in which logistics companies (including freight **) through their own independent networks or in the form of joint ventures (i.e., networking) will quickly and safely deliver documents or packages entrusted by users from the sender to the recipient's door to door (hand-to-hand).
Since 2021, the annual business volume of China's express delivery has exceeded 100 billion pieces for three consecutive years, until this record first time exceeded the 120 billion piece mark, highlighting the prosperity and activity of China's express delivery market, the continuous improvement of development quality and efficiency, showing the good trend of China's consumer market continuing to improve, and writing a vivid footnote for the stable and improving Chinese economy.
In recent years, with the rapid increase in market demand and the rapid development of the express delivery industry, the express delivery business volume is also growing rapidly. From 2016 to 2021, China's express delivery business volume grew rapidly, maintaining a growth rate of more than 20%. In 2021, the total volume of express delivery business in the country will be 10830 billion pieces, an increase of 29 over 20209%。In 2022, the business volume of national express service enterprises will complete a total of 1105800 million pieces, a year-on-year increase of 21%。
In the context of the new era, the express delivery industry, as a representative of the new economy, new services and new formats, is currently in a rare period of strategic development opportunities of informatization, digitization, intelligence and intelligence. China's latest "14th Five-Year Plan" and long-term goals for 2035 point out that it is necessary to accelerate the development of modern logistics and other service industries, build a modern logistics system, and accelerate the digitalization of the service industry. China's logistics industry should focus on the deepening application of smart logistics, the innovation of logistics chain mode, and the construction of sustainable green and low-carbon logistics, so as to promote China's logistics industry to enter a new era of transformation and upgrading.
Tianyancha data shows that as of now, there are 182 related enterprises in express logisticsMore than 30,000 homes;Among them, from January to November 2023, 23 new related enterprises will be registeredMore than 60,000, a year-on-year increase of **263%ï¼›
From the perspective of geographical distribution, Jiangsu is ranked at 25More than 30,000 are ranked first in the region;Guangdong and Shandong are separated.
The second and third have 20More than 80,000 and 16More than 80,000 homes;
Judging by the time of establishment, 494% of related enterprises were established within 1-5 years, and 13 related enterprises were established within 1 year8%。
Second, the driving factors of the development of the express delivery industry: policy support e-commerce driven, urbanization accelerated, technological progress together to create the express industry to flourish
The development of the express logistics industry is inseparable from the rise of the e-commerce industry. With the continuous increase of e-commerce platforms and the annual growth of the number of users, the demand for express logistics services in the e-commerce industry is increasing. In order to meet the shopping needs of e-commerce users and improve the user experience, the express logistics industry needs to continuously improve distribution efficiency and service quality. The demand for express logistics services in the e-commerce industry has also promoted the development of the express logistics industry.
The acceleration of urbanization and the improvement of residents' living standards are also important factors for the rapid development of the express logistics industry. With the acceleration of urbanization, people's lifestyles and consumption habits have also undergone great changes. More and more people choose to shop online, which makes the express logistics industry develop rapidly. At the same time, the improvement of residents' living standards also provides more business opportunities for the express logistics industry.
*Support and policy support for the express logistics industry are also important reasons for the rapid development of the industry. **A series of policies have been introduced to support the development of the express logistics industry, including tax incentives, capital subsidies, simplified approval processes, etc. These policies provide a good development environment for the express logistics industry and promote the rapid development of the industry.
Technological progress and innovation are also important factors in the development of the express logistics industry. With the continuous development of Internet technology, new technologies such as big data, artificial intelligence, and the Internet of Things have been widely used in the express logistics industry. The application of these technologies has improved the efficiency and service quality of the express logistics industry, and also brought more business opportunities and development space to the industry.
Third, the express industry chain: the integration process continues to accelerate the express industry to build a "bridge linking the world".
With the acceleration of the process of global economic integration, the express delivery industry can be called the "bridge linking the world", in today's production, operation and social activities tend to be efficient and fast-paced social environment, time is particularly important, and the demand for rapid delivery is also growing, providing a lot of resources for the express delivery industry.
In the process of continuous development, the express delivery industry has gradually derived its own upstream and downstream industrial chain. The upstream of the industrial chain of the express delivery industry is the product packaging industry, freight vehicles, warehousing and containers, the midstream industry is mainly for the express delivery as the main business of enterprises such as "four links and one reach", SF, Jingdong, J&T, etc., and the downstream industry is mainly for end users, such as individual users, online e-commerce, retail and wholesalers.
The moat of the express delivery industry mainly stems from the "network effect" and "scale effect", which is manifested in the high concentration of overseas markets. Express demand is highly discrete in terms of geography and volume, so it requires a large-scale hub-and-spoke network, and it requires sufficient piece volume and long-term learning to achieve a unit cost that is close to the industry-leading level.
Fourth, express industry investment and financing: integrated logistics, logistics informatization and cross-border logistics, financing events in the forefront
China's express delivery industry has attracted a large number of investors' attention and investment, and the investment direction is mainly focused on instant distribution, express delivery, terminal distribution and the construction of transit centers. The asset-heavy operation model of express delivery enterprises has gradually taken shape, and the service capacity and service quality have continued to improve. High value-added services such as medicine, cold chain, and fresh food have gradually become new growth points in the industry, and express delivery companies have taken the initiative to penetrate upstream and downstream production and circulation links, making positive contributions to reducing costs and increasing efficiency of the entire industrial chain.
In terms of the geographical distribution of financing events, Shanghai, Guangdong and Zhejiang ranked among the top three financing events, with 29, 18 and 12 respectively. These three typical provinces and cities have more in common, Shanghai and Zhejiang, the noble "free shipping area", express delivery companies can not pay attention to the area, the other three provinces and cities manufacturing, foreign trade economy are more developed, especially cross-border e-commerce, the demand for enterprises to go to sea increases, express logistics as the basis for implementation, its role is self-evident, many start-ups choose to settle in these three regions is very "normal".
From the perspective of the industry distribution of financing events, integrated logistics, logistics informatization and cross-border logistics are in the forefront, with 19, 16 and 14 cases respectively. It can also be seen from the distribution of subdivided industries, on the one hand, technology, informatization and digitalization are promoting the transformation of the industry, and more and more start-ups choose to enter the development of the industry with "artificial intelligence and big data" to assist in the business transformation and upgrading of enterprises.
From the perspective of the distribution of investment institutions, Sequoia Capital China and GLP GLP, the two institutions ranked first with 5;Well-known institutions such as Boyu Capital, CDH Investment, and Hillhouse Investment ranked second with 3 casesIn addition to the above-mentioned institutions, industrial capital such as Cainiao Network (Alibaba) and Zhongtong Express has also penetrated into the development of start-ups.
5. Patent analysis of the express delivery industry: utility models are based on 2More than 20,000 items ranked first
Express delivery in daily life plays an important role in commodity transportation, transit, distribution, every day to see the busy express brother in the office building, residential buildings between the back and forth, resulting in the majority of people feel that the express delivery industry is a labor-intensive industry, purely by "human resources" piled up, as everyone knows, the express delivery industry is a very cutting-edge technology industry, especially with the development of robots, artificial intelligence and other technologies, the express delivery industry is getting higher and higher in science and technology.
From the point of view of the distribution of patent types, utility models are divided into 2More than 20,000 items ranked firstInvention patents are based on 1More than 50,000 items ranked second, and design items ranked third with more than 2,000 items.
From the perspective of specific patent categories, there are nearly 100 patent applications related to artificial intelligence technology, such as: "an artificial intelligence-based express sorting device", "an artificial intelligence-based logistics parcel sorting system" and other specific patent application items;In addition, there are more than 1,300 robot-based patent applications related to express handling and express warehousing, such as: "a flexible intelligent logistics sorting robot", "a stable cargo sorting robot for intelligent logistics" and many other types.
At the same time, the rapid development of e-commerce, driven by daily necessities, clothing and other light commodity express business accounted for a large proportion of the year, a** car (including sorting robots, etc.) has become a popular trend of logistics express sorting, among them, involving a** car patent applications have nearly 400, such as: "a a** indoor warehousing logistics navigation and positioning system and positioning method", "a cross-sea logistics UAV path planning method based on astar algorithm" and other types.
Sixth, the development trend of the express delivery industry
Build a smart chain and promote industrial upgrading. Express delivery operations have shifted from market-driven to technology-empowered. Using big data, cloud computing, Internet of Things, artificial intelligence and other technical means, the whole link intelligent management and optimized scheduling can be realized, the operational efficiency and resource utilization rate can be improved, and the operating costs and environmental impact can be reduced.
Express delivery and manufacturing are deeply integrated to create a new business format. Express delivery companies and manufacturing enterprises to establish close cooperative relations to provide customized, personalized and differentiated services to meet the diverse needs of consumers. By providing integrated solutions such as warehousing, packaging, sorting, and distribution, express delivery companies can help manufacturing enterprises reduce inventory and logistics costs, improve market response speed and customer satisfaction.
Expand emerging markets and cultivate new growth points. Express delivery companies actively explore emerging markets such as intra-city, cross-border and cold chain express delivery, and use their own network advantages and technical capabilities to provide more convenient, efficient and safe services to meet consumers' needs for high-end goods such as fresh food, medicine and luxury goods. Express delivery companies also expand the scope and coverage of services through in-depth cooperation with communities, rural areas, campuses and other scenarios, and increase user stickiness and loyalty.
Tianyancha Research Institute believes that the express delivery industry is known as the "barometer" of economic development and consumption vitality, and the vigorous development of the domestic express delivery industry, especially the dazzling data that has repeatedly hit new highs, concentrates on the vitality and resilience of economic development, and the express delivery industry has a huge supporting and promoting role in building a unified national market.