The dilemma of couriers and collapsed consumers, the suspected monopoly and sustained loss of the express cabinet model can have a future.

Editor’s note: This article comes from WeChat public account “Tencent Deep Web” (ID: qqshenwang) , author Sun Hongchao, editor Kang Xiao. Released with authorization.

Recently, the intelligent express cabinet giant Fengchao has been moving continuously.
  

At the end of April, Fengchao Smart Cabinet announced the launch of membership service: ordinary users can keep user packages for 12 hours free of charge, and charge 0.5 yuan every 12 hours after the timeout, 3 yuan cap. If you don’t want to pay, you can apply for membership. The monthly card is 5 yuan per month, and the seasonal card is 12 yuan per quarter. There is no limit to the number of custody and long-term storage for 7 days.
  

Several days later, SF Express announced that China Post Zhidi (China Post Express Express’s main operating company) has become a wholly-owned subsidiary of SF’s shareholding company Fengchao Cayman. In addition, a few years ago, Fengchao bought the express cabinet enterprise CIMC e-stack for 810 million yuan. The current data shows that after several acquisitions, Fengchao’s current market share has exceeded 69%, and its share in several first-tier cities is more than 70%.
  

Owning a market monopoly position and suddenly charging fees, Fengchao has become the focus of public opinion attacks. Hangzhou, Shanghai and other communities claim that Fengchao will be shut down because Fengchao damages the interests of residents.
  

On the evening of May 9, Fengchao responded by changing the WeChat public account, saying that since the member function was launched, the pick-up rate has increased by 5 percentage points within 12 hours, which facilitates the courier to provide more for the recipient Efficient service. At the same time, Fengchao also said that it will launch an early pickup and win red envelope activities. All users who take out SF parcels within 2 hours will get 2 yuan red envelopes, and within 4 hours, they will get 1 yuan red envelopes.
  

According to the observation of “Shenwang”, there are currently four options displayed in the Fengchao express cabinet when paying overtime fees, namely pay-per-view, monthly membership card, seasonal membership card and I think again, click “I think again” You can refuse to pay later.
  

The data shows that after 2010, the express cabinet model began to enter the logistics end market. Because of its relative flexibility, safety and convenience, it has been recognized by some consumers. Under the epidemic this year, the express cabinet has been subject to extensive customs clearance.