Ali's "Expression Kingdom" Road - 4 listed companies have been included

Source: billion euros

On March 11, Shentong Express announced that Alibaba will invest 4.66 billion yuan to participate in the shareholding company of Shentong Express. In response, some people ridiculed that: "Now the three links and one hundred are basically complete, and the next one is rhyme."

Ali, who threatened not to do express delivery, is invading the express battlefield in other ways.

In the morning of March 11, Shentong Express announced that Alibaba will invest 4.66 billion yuan to participate in the shareholding company of Shentong Express. When this news came out, it immediately caused a hot discussion in the express delivery industry. In fact, in addition to Shentong, Ali also increased capital for BES, Yuantong and Zhongtong.

For the investment layout of Ali's express delivery industry, some people ridiculed that "now three links and one hundred" is basically complete, and the next one is rhyme.

Ali's own shortcomings in the "express" field

E-commerce self-built logistics should be traced back from 2007. Before 2007, the business of e-commerce distribution was distributed through express delivery companies. However, at that time, many express delivery companies were franchise systems, and the distribution speed and service quality were uneven. In 2007, Jingdong Logistics was established, which was regarded as the first e-commerce enterprise to build its own logistics.

With the development and maturity of e-commerce, consumers are increasingly demanding express delivery services. Logistics has become a powerful bargaining chip for e-commerce companies. The speed and quality of logistics distribution has become an important indicator for measuring enterprises. Obviously, third-party logistics express companies are far from meeting the huge orders of e-commerce companies, as well as the high standards and high requirements for distribution.

In this regard, many e-commerce companies break the cage of traditional express delivery and establish a moat for themselves by choosing self-built logistics. Traditional companies are no exception. Haier, Midea, Suning, and Gome have begun to develop existing distribution departments into independent self-built logistics systems and companies.

Ali, who has strong e-commerce capabilities, the only shortcoming is the lack of its own logistics system. In order to enter the field of express delivery, occupying a place, before the establishment of the rookie network, Ali has made many attempts in e-commerce logistics, such as: early 2010, the star-studded express delivery companies, etc.; in early 2011, officially launched "logistics treasure." But the results are not satisfactory.

In 2013, Ali teamed up with Yintai Group, Fosun Group, Fuchun Group, Shentong Group, Zhongtong Group and Yunda Group to form a rookie network. The rookie network was established. When the rookie network was established, Ali declared that he was an Internet company and would not rush with the courier company. Moreover, before the rookie network was established, Ma Yun also said that the number of rookie logistics employees should not exceed 5,000. Ma Yun’s sentence is doomed to the rookie can only take the express network platform model, using technical means to drive express delivery capacity.

Although the rookie network has been established, Ali still has some unwillingness to self-built logistics. On February 24, 2018, Ali's Tmall established its own distribution logistics, “喵送宅配”, which was directly managed by the rookie. The establishment of the house delivery was said to be "face" by the business media. The rookie responded at the time that he was mainly responsible for the distribution technology. It also said that the rookie is always a platform network, and together with various types of partners such as warehousing, express delivery, floor distribution, crowdsourcing and other types of partners to improve logistics efficiency, there is no conflict.

In this regard, Ali's self-built logistics dream is once again broken.

Ali has joined forces to buy the "Expression Kingdom"

Adhering to Ali, which does not build its own logistics and does not do express delivery, it will continue to influence the layout of China's express delivery industry and logistics industry by investing in the logistics industry.

Baishi is the earliest express delivery company of Ali. From 2007 to 2017, it was listed on the market for six consecutive times. The share of shares (Ali + rookie) has reached 29%, and the voting rights of Ali accounted for 46.6%. In May 2018, Alibaba and rookie invested 1.38 billion US dollars in Zhongtong Express, holding about 10%. In December 2018, Shanghai Yuantong Haolong Investment Development (Group) Co., Ltd., the controlling shareholder of Yuantong Express, transferred its 2 million convertible companies to Zhejiang Noob Supply Chain Management Co., Ltd. through the Shanghai Stock Exchange's block trading system. Bonds. According to relevant media reports, as of the first quarter of 2018, Ali and Yunfeng newly created a total of 17.5% of Yuantong.

On March 11, Alibaba will invest another 4.66 billion yuan to become a shareholding company of Shentong Express.

It is understood that Chen Dejun is a good friend with Ma Yun and Wang Wei. The original intention of Chen Dejun and Ali to cooperate is not to stand up, especially the way of cooperation with annexed brands. In 2017, SF listed the bell, SF invited the founder of Santong Yida, and only Chen Dejun went to the scene.

For the relationship between Wang Wei and Chen Dejun, Yiou Logistics does not make any evaluation. Just before the news of Ali Investment Shentong broke out, Yiou Logistics has received news from insiders. The news said: Shentong is due to some problems in its development direction and strategy, which is backward compared with other peers. A lot, I want to introduce strategic investors. Informed sources also said that at first, Shen Tong sought help from a courier company and a state-owned enterprise, but did not talk about equity.

Will the courier industry then welcome another round of looting?

At present, there are seven listed express delivery companies in China: SF, Baishi, Zhongtong, Yuantong, Shentong, Yunda and Debon. The four listed express delivery companies of Baishi, Zhongtong, Yuantong and Shentong, which Ali has invested in, are among the four generals, occupying a very important position in the domestic express delivery industry.

According to the current pattern, the basic pattern and camp of the express delivery field have been set: Ali, SF, Jingdong and Yunda. The largest competitors of Ali-based express delivery companies are SF Express and Jingdong, and Yunda is in a very embarrassing situation. Which team will Yunda eventually stand in? From its investment in the rookie network, its dependence on Ali Tmall Mall and the usual cooperation, it is likely to be the next Ali.

Ali in the field of investment delivery, is accelerating the intelligent logistics network

Regarding Ali Investment Shentong, some commentators believe that this is an important progress for Ali to accelerate the construction of an intelligent logistics network extending in all directions. It is a step forward from the goal of 24 hours in the country and 72 hours in the world.

For the construction of the intelligent backbone network, at the Global Smart Logistics Summit in 2018, Ma Yun said that Alibaba will invest 100 billion yuan to build a national intelligent logistics backbone network, investing hundreds of billions in hundreds of billions, investing most of the investment. Both are used on this. The national intelligent logistics backbone network will consist of two parts: First, the domestic 24-hour network must be reached, second, along the "Belt and Road", according to eWPT to achieve 72 hours of global transport must reach.

The National Intelligent Logistics Backbone is a project initiated and initiated by Alibaba in May 2013. The project is called “Ground Network” by Ali and hopes to build a backbone network project through 8-10 years of hard work. It can support an average of 30 billion yuan per day and about 10 trillion yuan a year. It will allow all regions in China to deliver within 24 hours. The project will invest 100 billion yuan for the first time.

It is understood that the first batch of national intelligent logistics backbone networks have deployed six eHub nodes in the world, located in Hangzhou, Kuala Lumpur, Dubai, Moscow, Liège and Hong Kong. The nodes that have been completed so far are Hong Kong, and others are being piloted.

Previously, Ma Yun, chairman of the board of directors of Alibaba Group, said in a non-public setting that this intelligent logistics backbone network is not the infrastructure of e-commerce, but the infrastructure of China's business in the future. He believes that many successful enterprises in China today cannot support China's future economic development, and the future economic development that supports China must be something we have not heard today. The new type of enterprise in the future is based on Internet thinking, Internet-based technology, and based on the growth of future judgments, and will support the entire social and economic development. Building China's intelligent logistics backbone network is to build a new network logistics hub to build infrastructure for China's future business.

Editor in charge: Ge Hongyan

Proofreading: Ge Hongyan

This article is posted on this website for the purpose of transmitting more information and does not imply endorsement of its views or confirmation of its description. Reprint agreement

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