The express delivery industry broke historical records
This year, China's express delivery industry is simply "killing" crazy.
More than a month ago, China's express delivery business volume had just exceeded 100 billion orders, successfully refreshing the time record of exceeding 100 billion express orders.
At 18:26 on December 4, with the delivery of an express package from Kunming, Yunnan Province to Chengdu, Sichuan, China's annual express business volume exceeded the 120 billion mark for the first time, successfully breaking the historical record.
Source: China Post Express News.
This not only highlights the vigor and vigor of China's express delivery market, but also shows the high-quality development level of China's economy.
In fact, since 2014, China's express delivery business volume reached 10 billion pieces for the first time, reached 50 billion pieces in 2018, and then exceeded the 100 billion pieces mark in 2021, China's express delivery business volume has ranked first in the world for 9 consecutive years.
Especially since 2021, the express delivery industry has directly entered the "fast lane", showing a lively scene. The data shows thatIn the past three years, the annual business volume of China's express delivery has exceeded 100 billion pieces in a row, and it has fully entered the era of "100 billion pieces".
Taking this year as an example, since March, China's monthly express delivery volume has exceeded 10 billion, and the average monthly business income has exceeded 90 billion yuan, a record high.
During the much-anticipated Double 11 period, the volume of express delivery orders in China continued to soar, and only from November 1 to 11, the national express delivery companies collected 52 express parcels6.4 billion pieces, a year-on-year increase of 2322%, with an average daily express business volume of more than 4300 million pieces, which is 1 of the daily business volume4 times. On the day of November 11, the express delivery company picked up the express package for 63.9 billion pieces, which is 187 times, a year-on-year increase of 1576%。
Source: Modern Logistics News.
Based on the above data, we can draw a conclusion: the development of China's express delivery enterprises has been unstoppable, and the entire industry still has huge potential for development.
Looking at the global express delivery market, the performance of China's express delivery industry is also unparalleled.
According to the Global Express Development Report (2023), in 2022, the total volume of global express parcel business will be about 189.2 billion pieces, a year-on-year increase of about 984%；Income is about 41 trillion yuan, a year-on-year increase of about 1219%。Among them, China's express parcel business volume is 1105800,000,000,000,0It accounts for 58% of the global business volume4%。
In addition, the report also shows that the global express parcel business volume is expected to exceed 200 billion pieces in 2023, and the business revenue will reach 43 trillion yuan, business volume growth of more than 6%.
According to this data, China's express parcel business volume this year is conservatively estimated to account for about 6% of the global business volume.
From the arrival of the new year, there are more than 20 days left, and there is still a lot of room for growth in China's express parcel business, and it is not yet known what kind of results can be achieved in the end.
But what is certain is that no matter what, China's express delivery industry will further develop and grow, and continue to release vitality and imagination.
What are express delivery companies fighting for?
Recently, the express delivery industry can be described as lively.
There are three express delivery companies, namely J&T, Cainiao, and SF Express. Up to now, J&T has successfully been listed on the Hong Kong Stock Exchange, Cainiao has successfully submitted its form to hit the Hong Kong stock IPO, and SF Express is promoting its secondary listing in Hong Kong.
On the other hand, since April this year, JD Logistics has implemented the division system at the headquarters in an attempt to improve efficiency to the extremeSome time ago, in order to prepare for Double 11, JD Logistics upgraded the Asia No. 1 automated sorting center in many places, and officially put ......into use the Asia No. 1 Intelligent Industrial Park in Lanzhou and Tianjin Beichen
"Three links and one reach" is not far behind, and has launched various reform plans. For example, YTO piloted "24-hour self-service pickup" in Shanghai, Nanjing, Shenyang and other citiesZhongtong adopts the two-wheel drive method of "express + express", and lays out a variety of products such as "cold chain + aviation + Starlink".
YTO self-service pickup Source: Screenshot of YTO Home**.
Judging from the above layout, whether it is "three links and one reach", or J&T, Cainiao, SF Express and Jingdong Logistics, they all have their own ambitions and ideas, and are currently moving in different directions.
In this case, the best way to break the status quo of the express delivery industry is to start from the three aspects of timeliness, cost and service.
In terms of timeliness, at the end of March, Cainiao launched 1212 half-day delivery, taking the lead in the first shot of the industry's timeliness war;In April, JD Logistics launched the "Cloud Warehouse" service to provide a "half-day delivery" fulfillment plan for dealers' orders with non-immediate needs in the same cityLast year, SF upgraded and optimized its intra-city express delivery products, and launched the "Intra-city Half-Day Delivery" service product that can achieve "morning delivery, afternoon delivery, and afternoon delivery", which has covered more than 200 cities and ...... across the country as of October this year
It is not difficult to see that in the timeliness competition, "half-day delivery" has become the core focus of the three major domestic logistics giants.
In terms of cost, taking the three links and one reach as an example, in the first half of 2023, the operating cost of a single ticket in Zhongtong will be 089 yuan (excluding distribution fees), a decrease of 014 yuan;The cost of YTO single ticket express products is 219 yuan, down 0 compared with 22 years19 yuan;The total cost of a single ticket is 221 yuan, down 013 yuan;The total cost of a single ticket is 225 yuan, down 016 yuan, of which the cost of a single ticket is 142 yuan, down 8 points, and the cost of a single ticket transfer is 081 yuan, also down 8 points.
Shentong's cost changes in the past three years Source: Luoge.com.
For comparison, J&T, known for its low cost, is a good object. According to the data, according to the gross profit margin and single piece revenue announced in 2022, the total cost of a single piece of J&T is estimated to be 0$4, which is higher than three links and one reach.
In this way, in the cost competition, the cost of a single ticket of "three links and one reach" has been reduced, and a first-class war is quietly starting.
In terms of service, Cainiao launched its own express delivery to strengthen its transit and delivery capabilitiesWhile increasing investment in time-efficient transportation resources such as cargo planes and night flights, JD Logistics has improved the transportation efficiency of commodities by adjusting transportation shifts and adding transfer centersZhongtong makes efforts to "on-demand service";YKONE vigorously promotes "on-demand delivery";SF Express has deployed large aviation items and continued to expand the ...... of new markets for local life
It is based on the upgrading of the above express delivery companies' own capabilities that the service experience of consumers has been slightly improved. According to the data, in the second quarter of 2023, the public satisfaction score of express delivery services was 818 points, up 3 percent year-on-year3 points, up 02 points,User evaluations of courier services have improved.
Among them, among the express delivery companies, the highest public satisfaction scores are SF Express and JD Express.
Comprehensive timeliness, cost, service three aspectsThe competition in the express delivery industry is still surging like a tide, and players from all walks of life are constantly strengthening their competitiveness in different ways.
The express delivery industry has entered the deep water area of digitalization
Over the years, there has been an indisputable fact in the express delivery industry, and digital transformation is the consensus.
Even if the direction is different and the goal is different, express delivery companies are inseparable from the help of digitalization from beginning to end.
With the help of digitalization, express delivery companies can reduce employment costs, improve delivery efficiency, reduce the loss of couriers, achieve accurate distribution, and effectively improve public satisfaction.
To put it simply, thanks to the help of digitalization, the timeliness, cost and service of express delivery companies will be significantly optimized.
Taking YTO as an example, due to its long-term digitalization, YTO's trunk transportation costs have declined significantly in recent years. According to the data, the cost of a single ticket in the YTO transfer center has increased from 036 yuan dropped to 031 yuan.
From a long-term perspective, the use of digital means to refine the management of express transportation costs, the optimization of delivery timeliness and experience services is the key means for express delivery companies to seek stable market share growth in the context of repeated record changes in express business volume.
In the future, with the acceleration of involution and continuous innovation of express delivery companies, the express delivery industry will enter the digital deep water area and start a new journey.
At that time, the express delivery industry will fully return to healthy competition, and express delivery companies will continue to inject new vitality into the industry.
Author |Li Xiang.