Kunpeng Project
Express runner-up substitution! The annual business volume reached 21.2 billion pieces, and the revenue surpassed Yunda
In 2022, the express mail industry once again handed over a "beautiful answer sheet", except for the express mail of postal enterprises, the business volume increased by 19 compared with the same period of the previous year4% to 1320700 million shipments, and maintained the world's first place for 10 years; ** Fiscal growth of 145%, reaching 1.2 trillion yuan. It is estimated that these two numbers will increase to 142.5 billion pieces this year, reaching 13 trillion yuan, an increase of about 8%.
At present, China's express delivery industry has entered the era of SF, Jingdong (Debang), Shentong, Zhongtong, Yuantong, Yunda, and Jitu, which is an era of "Seven Heroes Competing for Hegemony". The following are the financial reports that have been released by major companies, providing a brief analysis of the market:
In terms of total volume, SF's express delivery volume increased by 7 percent last year compared with the same period last year46%, reaching 11.9 billion parcels, accounting for 9% of the market share, a slight decline. This is largely thanks to SF Express on May 12 of this year on 11At a price of 8.3 billion, it transferred its Fengwang business to J&T, thus announcing that it is no longer involved in chain operations, but focuses on medium and high-end express mail and ** chain, and is committed to improving product efficiency and service quality.
Among them, Asia's first and the world's fourth Ezhou Huahu International Airport was officially opened, with a 75,000-square-meter SF transit center, 52 kilometers of intelligent sorting production lines, and a throughput of 280,000 hours, making it the largest express sorting center in Asia. Since November last year, SF's international express business has gradually strengthened its global influence.
The total express volume of Shentong Express was 17.5 billion, an increase of 35 over the same period last year2% with a market share of 133%, an increase of 159 percentage points; The total operating income was 3909.9 billion, an increase of 19 over the same period last year89%。After the implementation of the "three years of 10 billion" capacity upgrade strategy, expanding market share is the company's first task.
Shentong is the fastest-growing company in the "Tongda Department". The person concerned said that the company attaches great importance to expanding the scale of operation for the purpose of maintaining a higher business volume growth than the industry average, so as to occupy a place in the future competition.
This rapid growth was driven by its consistent price-reduction** strategy, which saw costs fall by 10% from the year-ago quarter, the largest reduction ever. In August, each ticket **21 yuan is the lowest point since September 2021, while December fell by 1711%。Under the fierce market competition, the "* war" may continue, bringing a great burden to the company.
Yunda Express has experienced a series of crises such as network turmoil and declining performance, and has become the world's largest express company, with its express delivery business rising by 7 compared with the same period last year07%, reaching 18.9 billion yuan, while revenue fell by 26%, reaching 44.6 billion yuan. Fortunately, the situation has improved this year, Chairman Nie Tengyun said, "the integration of the whole network, coordinated development" is the most important strategy of Yunda this year, to improve customer experience, strengthen online business, to meet the needs of the increasingly diversified market.
With 2.12 million parcels, YTO ranks second, and in the past two years, the competitive landscape of the express delivery industry has changed, with an increase of 2131%；Operating income increased by 12 percent over the same period last year97% to 5112.4 billion, once again surpassing Yunda Express.
YTO is China's largest express company, in the 19th Hangzhou Asian Games, the first appearance of the Asian Games, more than 200 "Asian Games Asian Games" special trucks, a total of more than 870 units, a total mileage of more than 74,000 kilometers, perfect completion of the event support task.
Since 2016, Zhongtong has been the leader in the industry for 8 years, and its annual express delivery volume is 30.2 billion, an increase of 23 over the same period last year77%。According to the published information: Zhongtong was the first in the industry to open up the inter-provincial network passenger dedicated line, the implementation and improvement of the charging and distribution mechanism, the optimization of the secondary intermediate fee settlement mechanism, and the implementation of the network joint-stock system operation nationwide.
Chairman Lai Meisong said: "Zhongtong has five aspects of strength: scale, cost, foundation, brand, network. Up to now, the city has more than 31,000 outlets, 98 transit centers, and 11,000 self-owned trunk transport vehicles (including 9,700 large-capacity trailers), realizing 99% of the city's urban and county networking, and 94% of the township coverage. In the next step, Zhongtong should do a good job in the main business of express delivery, expand the ecology, and build three major growth curves of channels.
At the end. According to the analysis of industry insiders, in the context of the gradual slowdown in the growth rate of express delivery business, the three main development trends for enterprises to seek growth are to enter the countryside, factories and go to sea. With the strong rise of the "Cross-border Four Dragons" (Temu, Shein, TikTok, AliExpress), SF Express, Yidajun, Cainiao, J&T and other companies have significantly increased the speed of going abroad.