Jitu, Zhongyou Express arrived, backed by JD.com, the catfish that came together?

Jitu, Zhongyou Express arrived, backed by JD.com, the catfish that came together?
In April, two newly-entered “little brothers” in the express delivery circle received attention.One is the public postal service that the industry generally recognizes as the Jingdong Department, and the other is the “Rabbit Express” for overseas students who return to Southeast Asia.Obviously, the domestic express delivery market is covered by head express companies such as Santong Yida, SF Express, JD.com, and Post. There is no cake that can be divided in the express delivery market.However, the above-mentioned courier companies’ domestic opening and layout in China still receive widespread market attention. The reason is that this is the relationship between courier companies and JD.com, the two major e-commerce giants, and inextricably linked. Therefore, there are also opinions thatThe express market ushered in “catfish”.Against the standard three links and one reach, “catfish” breaks through the low-end market?JD.com’s express brand, Zhongyou Express, announced on its official website on March 2 that it officially launched the 2020 Guangdong Province Merchants Join Information. Business information shows that the Zhongyou Express entity Guangdong Hongbang Tuoxian Logistics Technology Co., Ltd. (the entity of Zhongyou Express)The express delivery business license submitted by Guangdong Post Administration has been obtained.Its territory, business and breakthrough level are all ready to attract industry attention.The official website shows that Zhongyou Express is a courier company focusing on the sinking market and economic business development. Its service products are mainly targeted at 3KG small pieces and e-commerce parcels; the market is positioned as a domestic e-commerce platform, micro-commerce and micro-shops, and new types of e-commerce.Business, professional market and provide services for retail investors.At present, there are stable giants in the domestic logistics industry. At least, it is generally believed that the market inventory of private express companies such as Tongda Department and SF Express cannot be shaken in the short term. It is noted that the positioning of the low-end market of Zhongyou Express has benchmarked the three links and one reach.It is exactly differentiated from Jingdong Logistics.Sauna and Yenet know from the person in charge of investment promotion in a certain region of Guangdong that the postal express is responsible for the establishment of prefecture-level city and county-level outlets, and they are all first-level outlets.Before May 18, Zhongyou Express will complete the construction of primary outlets in parts of Guangdong, followed by the placement of most secondary outlets in towns and villages.At the same time, he said that because Zhongyou Express and JD.com are “ecological partners,” what the official website says is “technology-driven”, many things are empowered by JD.com.Regarding the price of express delivery, the person in charge said that he is currently “building a system to build capacity, it will take a year or two to figure out everything, and there is no advantage for the time being.”Jitu mainly focuses on e-commerce parts, and Pinduoduo is the first cooperation order marked on the “low-key” appearance of Zhongyou Express. The same-defying network launch of Jitu Express also officially launched in China at the end of March.According to the official website of Jitu Express, the company was officially established in Indonesia in 2015. It has an existing mature network layout in 7 Southeast Asian countries and replaces the advantages of cross-border express delivery.As a new force of express delivery, external expectations are inseparable from its relationship with Pinduoduo.Li Jie, the founder of Jitu, and his team are all related to OPPO. Li Jie is also the founder of OPPO Indonesia, and the key figure behind OPPO, Duan Yongping, happens to be an angel investor.Sauna and Yewang learned from the inside of Jitu that there are many companies that have reached cooperation with Jitu. Dangdang, Suning, Mushroom Street and other e-commerce cooperation platforms, Pinduoduo is the first place in the introduction of the cooperation platform.Its internal staff also told the sauna and Yewang that it currently focuses on 0-5 kg of e-commerce parts.Just as the speed of partners to seize the market, Jitu’s network launch speed is not low. Since the network launch in March, it has already deployed outlets throughout the country.Similarly, Pinduoduo has been moving in logistics in recent years. Although there is no self-built logistics, Anxun Logistics, a subsidiary of Gome, has become a logistics provider for Pinduoduo.”The technology platform will adopt an asset-light, open model.Pinduoduo disclosed in its annual report last year that the company’s platform orders in 2019 amounted to 19.7 billion pieces, an increase of 77%, and the average daily production order packaging number was 54 million, accounting for the country’s express delivery service business volume has been close to replacement.The concentration of the express delivery market is increasing day by day. Expert: Rome is not built in one day. It is expected that the express delivery business volume will be the first in the world.According to the alleged attempt data, there are nearly 140,000 courier companies every year. From 2010 to the present, the number of courier companies registered has been changing up and down every year. The number of courier companies registered before 2016 has gradually increased and reached expectations in 2016.In the following years, the registered volume of express delivery companies showed a slow decline.With the entry of Zhongyou and Jitu, some people claim that their relationship with Ali and Santong Yida is getting closer. Jingdong, the “lower body” logistics of Pinduoduo giant e-commerce will give young companies opportunities.However, express expert Zhao Xiaomin also pointed out that Rome is not built in a day, and it is very difficult for Zhongyou to build a national network that is as stable as the giants in the short term.From the perspective of establishment time, SF Express and Shentong were founded in 1993, Yunda was founded in 1999, Yuantong was founded in 2000, Zhongtong was founded in 2002, and Huitong was founded in 2003. It can be seen that the current courier giants have spent much more timeCost establishes nationwide network resources.Although Quanyi Express, which was established in 1992, also entered the logistics industry earlier, it has also formed a situation in the domestic market to compete with other giants, including many fleeting small express companies that failed in the big wave of Taosha, soHow the young Zhongyou and Jitu broke through was a key point of previous concern.Zhao Xiaomin also said that at present, the express market has the highest concentration in history, and official data and financial data of listed express companies show that in 2019, the top 8 express companies’ business concentration index CR8 is 82.5. The concentration index CR6 of 6 listed express companies is 80.4.This means that the sum of the market share of express companies ranked 7th and 8th is 2 in terms of business volume.1%, for a very long time, unless the following courier companies adopt unusual strategies, it is difficult to pose a direct threat to the current listed courier companies.Sauna, night net Cheng Zijiao intern Dai Na editor Yue Caizhou proofreading Li Ming