This article is from WeChat public account: wuliuzibenlun , author: earnings analyst, from the title figure: Figure worm
I’m going to do it.
2019 looks both a colorful and a bad year. Some people say that 2019 is the “glacial age” of the logistics industry. Second-tier companies such as Yuancheng, Quanfeng and Guotong have declared bankruptcy. Jun “sells himself” SF exits the game. Others say that 2019 is the “first year of the explosion” in the logistics industry, and the annual business volume of Zhongtong and Yunda is vying to exceed 10 billion pieces.
In the logistics industry in 2019, major events are coming one after another, the industry is further concentrated, logistics capital is ebb, and corporate strategies are upgraded ….
New players shatter their heads and spread money to expand their positions. The old giant sat firmly on the Diaoyutai, with exquisite layout across the border. In this year, we have hardships, sadness, helplessness, and reflection …
Who are the logistics industry out in 2019?
如风 达
On March 11, 2019, Rufeng’s official website issued an announcement saying that in order to achieve strategic transformation, the company suspended some operations from that day.
More than half7.00%) > Zhongtong (45.90%) > Yuantong (44.11%) > Best (37.90%) > Shunfeng (31.33%) .
But affected by the price war, 2019Q3 Yunda (-32.81%) , Shentong (-63.23%) Net profit decreased. According to the current observation, the price war has not stopped, and the price reduction rate is still maintained at the level of Q2.
Compared to the whole of 2018, the market share of Zhongtong and Yunda in the first three quarters of 2019 increased the most, reaching 2.4% and 2.1%, respectively.
Overall ranking of market share in the first three quarters: Zhongtong (19.20%) > 韵 达 (15.79%) > Yuantong (14.12%) > Best Express (11.71%) > 申 通 (11.50%) > Shunfeng (7.38%) .
In general, the competition barriers of leading express delivery companies can be summarized into three points: network layout, cost control, and internal management. Judging from the current competitive landscape, a new round of changes in the express delivery industry may emerge among these leading enterprises.
The 60 billionth shipment in China was born in 2019?
In the morning of December 16th, real-time monitoring data from the State Administration of Postal Service’s postal industry security information system showed that the 60 billionth shipment in China’s express delivery industry was born in 2019.
This signifies that China’s annual business volume of express delivery has entered an era of 60 billion, and is another milestone in the history of express delivery.
It is understood that the 60 billionth express shipment was purchased by a consumer in Shanxi from South Korea and was collected by Yuantong Express from the Tianjin Free Trade Zone.
Feng Lihu, spokesperson of the State Post Bureau and director of the Department of Market Supervision, said that since the “13th Five-Year Plan”, China’s express parcel volume has been increasing at a rate of 10 billion pieces every year, and has exceeded the United States for 6 consecutive yearsCountries, Japan, Europe and other advanced economies.
The State Post Bureau said that according to estimates, the average value of each parcel in our country is about 137 yuan, which means that the economic increase in 2019 will be 1.37 trillion yuan indirectly.
It can be seen that in the huge logistics market, express delivery is an indispensable part of people’s lives. More and more people use online shopping instead of shopping. One is fast and the other is convenient.
It is predicted that the express delivery business volume will reach 70 billion yuan in 2020, and the business income will be close to 800 billion yuan. The compound growth rate of express delivery business in 2018-2020 is 19.5%, and the compound growth rate of business income is 15.4%.
China’s express delivery business is in a period of continuous upsurge. The development prospects of the express delivery industry are promising in the future. There are still many and many business opportunities in the logistics industry, which are worth exploring.
This article is from the WeChat public account: wuliuzibenlun , author: analyst earnings