Jitu has a big dream, but the window period may not be too long.

Editor’s note: This article href=”https://mp.weixin.qq.com/s/omEgpQDzj50ZZPrVJ0XWIw”> “all-weather technology” from the micro-channel public number , Author: Zhang Super and peace of mind.

Jitutu has achieved 100% coverage in the Chinese market in half a year. At present, the daily average order is 10 million, the number of outlets exceeds 10,000, and the transportation trunk line exceeds 1,500. Coupled with the confusing and confusing relationship with Pinduoduo, the giants are jealous and “encircle and suppress” it. The window period of Jitu may not be too long, it needs to grow rapidly in a limited time.

The Double 11 campaign has not yet officially started, and the express arena has already started.

Recently, many media reported that Yunda officially issued a notice, requiring its affiliated companies (including the contract area) not to join the Extreme Rabbit Network and the contract area for any reason or in any form; the two ends of the Lanpai must not use any reason , Any form of agent extremely rabbit express business.

Yunda is not the first company to drop a bomb. As early as July and September this year, Yuantong and Shentong were also exposed to “blocking” Polar Rabbit. So far, the three big mountains in the express industry-“two links and one reach” have formed an encirclement and suppression of polar rabbits.

Yunda, Yuantong, Shentong and Jitu did not respond positively to this matter, but All Weather Technology learned from multiple franchisees that “blocking” is true.

Jitutu was blocked by three express delivery giants, which also means that this new recruit in the Chinese market has already attracted the attention of peers.

All Weather Technology learned exclusively from the insiders of Jitu that Jitu has completed 100% coverage of all provinces and cities across the country. As of October this year, the number of national transportation trunk lines has exceeded 1,500, and the number of trunk transportation vehicles has exceeded 2,000; currently, the number of domestic outlets It has also exceeded 10,000; in terms of orders, the total daily ticket volume reached 10 million in late September this year.

What is the concept of 10 million daily tickets? If calculated on the basis of 30 days a month, the single monthly ticket volume can reach 300 million.

According to public data, in September this year, Yunda completed 1.463 billion business volume; YTO followed by 1.217 billion; Shentong’s figure was 860 million.

This means that although Jitu’s single quantity is still far from Yunda and Yuantong, it has exceeded 1/3 of Shentong.

The above-mentioned insiders also revealed to All Weather Technology that this year’s Double 11, Extreme Rabbit’s mission is to have 15 million orders per day. “I hope to survive Double 11 smoothly. Impulse is not a goal, but should be issued in terms of service quality and timeliness.Then began the franchise model.

All-weather Technology has exclusively learned that before September this year, the franchise fee for Extreme Rabbit’s Shanghai area was as low as 27,400 yuan (including franchise fee 10,000 yuan, security deposit 10,000 yuan, system usage fee 2,400 yuan, decoration security deposit 5,000 yuan); 9 After January, in order to improve the quality of terminal services, Shanghai District raised the franchise standard to 57,400, and the main increase was in the deposit.

Even so, compared to other express companies, which often cost hundreds of thousands to hundreds of thousands of franchise, the threshold for joining Extreme Rabbit is still low.

Furthermore, because the logistics network of the “Tongda Department” has matured, at present, joining more can only be done through transfer, and there will be certain differences in the franchise fees of each region and each branch; Jitu can choose to join directly or directly There are two forms of transfer to join, and the cost is relatively transparent and uniform.

Huang Wei revealed to All Weather Technology that there are currently 50-70 directly-operated outlets in Shanghai. Because some outlets are in the process of direct-sales transfer, the data may not be very accurate; there are more than 10,000 outlets nationwide. “We plan to expand to about 330 outlets in Shanghai by the first half of next year (2021).” She said.

In addition to implementing preferential subsidy policies on the franchisee side, Jitu also applies this strategy to multiple links in the express transportation chain. It is reported that in order to recruit more couriers, the price of delivery will be slightly higher than that of the “Tongda system.”

Taking the area near Wujiaochang in Yangpu, Shanghai as an example, the salary of Jitu Express employees is divided into basic salary + dispatch fee, and each dispatch fee plus basic salary can reach 1.9 yuan; while Yuantong and Yunda are about 1.5 yuan per order.

Li Liang, a franchisee of a branch of Extreme Rabbit in Shanghai, revealed to All Weather Technology that his branch is about 100 square meters, and the current daily order volume can reach 2000 orders. Therefore, a total of more than 10 couriers are recruited. The daily delivery volume of the courier is 150-180.

“Now, the salary of courier employees is 8,000 yuan (after tax) upwards every month, and they can get tens of thousands of yuan if they do a good job.” Li Liang said, couriers are paid on a piece rate, and the number of orders is high. , Wages will naturally rise.

It is worth noting that Li Liang also has another identity. He has been a franchisee of “Tongda”. As the income has been mediocre, this year, on the recommendation of friends in the industry, he joined Extreme Rabbit. After half a year of operation, he said, “No money was lost.”

Only one year after its establishment, Jitu has tore a hole in the Red Sea of ​​China’s express delivery industry and reached cooperation with a large number of franchisees. At present, it seems that the play has achieved remarkable results.

Some public data shows that the average daily business volume of Gitu Express exceeded 1 million orders in May. The daily order volume of the entire network exceeded 5 million orders in July, and it stabilized at 8 million orders in September. On Double Eleven this year, the daily orders will reach 15 million orders.

Jitutu’s strong development speed naturally attracted the attention of industry giants. Especially after Jitu is connected to Pinduoduo, Its development space has been given imagination. After all, Pinduoduo’s number of express packages in 2019 is close to 1/3 of the entire express industry.

The war is coming, food and grass will go first. In express delivery, a very money-burning industry, especially after 2019, the rise of the “price war” has put a greater test on the capital reserve capacity of express companies.

In order to get started quickly, continue to subsidize franchisees, and resist subsequent challenges, Extreme Rabbit needs to recharge “Ammunition” for the foot.

All Weather Technology learned from people close to Jitu that Jitu raised US$20 million in initial financing, which was invested by the largest domestic logistics company in Indonesia. In this regard, All Weather Technology sought confirmation from Jitu, and as of press time, no response has been received.

In September this year, it was revealed that a new round of financing is in preparation, and the scale has reached tens of billions. Some analysts believe that this round of financing is also preparing for the upcoming Double Eleven.

However, under the encirclement and suppression of “two links and one reach”, the first double 11 exam of the rabbit is destined to be stressful.

The Dilemma and Opportunity of Extreme Rabbit

Behind logistics is business flow. It is not the most dangerous thing for Jitu to be “blocked” by giants. For a courier company, no e-commerce order is the most deadly.

Since the day it was paid attention to by the industry, Jitu has been deeply branded with the “Pingduoduo Series” mark. Although public information shows that the two have nothing to do with each other at the equity level, behind the founder of Extreme Rabbit Li Jie and the founder of Pinduoduo Huang Zheng are connected with a vital figure-the OPPO behind-the-scenes boss Duan Yongping.

The two companies have never publicly explained this positively. Coupled with the constant market rumors, the relationship between Jitu and Pinduoduo has become even more confusing.

Perhaps because of this confusing relationship, Taobao and Tmall have yet to connect to Extreme Rabbit. Huang Wei, an internal employee of Jitu, also confirmed to All Weather Technology that currently Jitu has access to dozens of large and small e-commerce platforms, including Pinduoduo, Douyin,