Many people think that the downward trend of express mail is the result of the promotion of express delivery companies, and this perception is not comprehensive. The downward trend of express delivery is the result of the joint action of large e-commerce, large express delivery companies and consumers.
It is actually large e-commerce merchants that really dominate express delivery. The outstanding characteristics of this type of e-commerce customer are that they have a large amount of shipments, are in the upper reaches of the industrial chain, and have the right to formulate express mail.
They send tens of thousands, hundreds of thousands, or even millions of dollars a day, even if each piece is depressed by one point, there will be a very considerable income in a year, and in turn use these revenues to promote sales and make the goods even lower. Express delivery companies have almost no room for bargaining, if you don't do it, some companies will make small profits or even no profits.
Some people say that e-commerce also has to look at the service quality of express delivery companies, otherwise it will affect repurchase and increase loss compensation. Yes, large e-commerce companies will have fine calculations on which type of express parcels to use, and generally will not only give fulfillment and delivery to a fixed express delivery company.
However, when the low express fee is far greater than the loss of delay and damage compensation and the loss of consumer repurchase, many e-commerce companies will choose to accept the courier company that will pick up the goods to the minimum.
E-commerce parts are wealth, like water, flowing to the lower places.
Express delivery companies have to grab low-cost express mail with low profits or even no profits, because they can't survive without a certain scale of pieces. The second is to believe that when the volume of pieces is grabbed, there will be only three or five express delivery companies left, and there will be the leading power of express delivery.
In fact, it is doubtful whether the outcome of the development of events is really as expected.
At present, what we can see is that low-value e-commerce express parcels will definitely not generate the highest delivery demand. At present, a large number of low-value e-commerce express parcels are supported in the scale of e-commerce express mail.
From this, we can conclude that the existence of the e-commerce express market with large volume and low price will be a long-term phenomenon, and it is difficult for this phenomenon to be fundamentally changed because of the number of entities providing express delivery services. If there is a fundamental change, it can only be the contraction of the e-commerce express market.
Rather than looking forward to the formation of a market monopoly in the future, express delivery companies should now stratify express products according to the value, flow, urgency, special, and quasi-needs of e-commerce express mail, keep the floor price, stabilize the goods, and increase added value.
The impact of express mail on the majority of consumer users is more about purchasing behavior, picking cheap and cost-effective things to buy, which is the basic social factor that promotes the downward trend of express delivery.
There are many people who want to separate online goods ** from express delivery ** and let consumer customers choose independently, but the rise of express logistics companies with integrated fulfillment and delivery of head e-commerce does not seem to support this hope, but on the contrary strengthens the package of cost-effective competition from platform sales to fulfillment delivery.
Recently, it was reported that the volume of express parcels delivered by Amazon's independent fulfillment has greatly exceeded UPS and FedEx, the two major express delivery giants, does this represent the same trend as JD.com and Cainiao? That's another topic to talk about. That's all for today.