Many people are looking forward to 2022 passing away soon. Some people even hope to erase 2022 from the calendar so that they can start over. But no matter how much sorrow and joy there is in the world, time always flows forever.
As we bid farewell to 2022, there are too many colorful collective memories, as well as too many unknown heartbreaks and excitements. For the express delivery industry, has experienced major tests this year, and has shown strong repair capabilities and development tenacity.
This year, industry mergers and reorganizations continued, the speed of entering villages and overseas was accelerated, the price war was completely stopped, and express delivery boys became the backbone of the fight against the epidemic to ensure supply. No matter how uncomfortable the pain before and after the adjustment of epidemic prevention and control policies is, the industry has always shown hope of being the first to recover.
No one is humble, and no dream is not worthy of praise. As bids farewell to 2022, let us once again review the important moments that affected the development of the industry. As we firmly believe, no matter how cold the winter is, spring will always come as scheduled.
| 01 Tongda department shifts battlefield
After the price war has slowed down overall, the competition among Tongda departments is shifting from price to service.
Entering 2022, YTO has launched “Yuan Zunda” with timeliness upgrade and precise delivery as the core, which will be launched online for e-commerce customers. Prior to this, ZTO had launched ZTO standard express, Yunda upgraded express products and changed its name to Zhicheng.com, and the Tongda system has turned around in terms of competition.
On the issue of door-to-door delivery, which has strong consumer demands, the three express delivery companies have fully emphasized pre-dispatch telecom and door-to-door delivery, and have formulated corresponding service standards. In terms of price, it is about one yuan more expensive than ordinary e-commerce items, and the delivery fee ranges from 1.2 yuan to 1.8 yuan, which is significantly higher than the delivery fee of ordinary e-commerce items.
Tongda series focuses on launching time-sensitive products. Behind this is the general anxiety under the price war. Over the years, Tongda Department's exploration in the field of high-end services has never stopped, but it still faces major challenges in terms of brand, traffic, management, etc.
| 02 China Express served the Olympics for the first time
can serve the Winter Olympics held at home, which is of great significance to JD.com and . It is also an excellent opportunity for China's express logistics industry to appear on the international stage and show off its style.
In addition, as the official logistics service sponsor of the 19th Asian Games in 2022, YTO will provide domestic and international express delivery, material customs clearance, warehousing management, cargo transportation, material distribution, venue logistics, material recycling management and other services for the Hangzhou Asian Games.
Large-scale comprehensive competitions are an important training ground for testing and improving logistics companies. They are also the best platform to promote logistics companies to accelerate their adaptation to the construction of modern circulation systems and enhance their international competitiveness. As JD.com serves the Winter Olympics and YTO serves the Asian Games, Chinese express delivery companies will surely gain experience and increasingly appear on the international competitive stage.
| 03Many places have introduced fee-covering policies
On March 1, 2022, the "Zhejiang Provincial Express Industry Promotion Regulations" were officially implemented, becoming the country's first provincial local regulation with the theme of promoting the development of the express delivery industry. Subsequently, Xiamen , Weihai , Shenyang, Nantong , Changzhou , Wuxi and other places successively held collective consultation meetings in the express delivery industry to stipulate minimum wage standards and safeguard the legitimate rights and interests of the small brother group in many aspects.
More and more provinces and cities are beginning to attach importance to the standardized development of the express delivery industry. The "Fujian Postal Regulations" will be officially implemented on July 1, and the "Guangzhou Express Regulations (Draft)" will be submitted for review in July... Local policies have made institutional innovations in the aspects of facility planning and construction, protection of the rights and interests of express delivery employees, delivery safety supervision, and green development of the industry .
It is easy to see by combing through the regulations in various places that they all have provisions for door-to-door delivery, delivery of fees by agents, and stable outlets. However, as for the implementation, it remains to be tested by the market. As the cornerstone of the development of the industry, 4 million young people deserve more care.
| 04 Thousands of couriers rushed to help Beijing and Shanghai
In April 2022, Shanghai faced a tough battle for epidemic prevention and control. JD Logistics mobilized more than 3,200 express delivery men across the country to help Shanghai, which attracted praise from netizens across the country. At the same time, leading express delivery companies such as Cainiao, , SF Express, and are also actively participating in the battle. After the lockdown in Shanghai, express delivery companies came to a standstill, and the delivery boys turned into retrograde men and participated in the delivery of daily necessities.
html In mid-December, after the national epidemic control was relaxed, Beijing ushered in a peak of infections and a serious backlog of express mail. JD Logistics and SF Express mobilized thousands of agents from across the country to help. In just one week, Beijing express delivery restored its previous timeliness.
When one side is in trouble, support comes from all sides. These ordinary guys have become the most beautiful rebels. They shouldered extraordinary responsibilities at an emergency and made positive contributions to raising, donating, and delivering epidemic prevention materials.
| 05 "Jingbangda Cross" completes the puzzle
On July 27, JD Logistics announced that it had completed transactions related to the acquisition of the equity interests of Debon Holdings. JD.com spent nearly 10 billion yuan to complete the largest merger and acquisition in the history of the express delivery industry.
Starting from Jitu’s 6.8 billion yuan acquisition of Best Domestic Express in 2021, China’s express delivery industry has broken the balance since the listing of leading companies and sounded the clarion call for a new round of mergers and reorganizations. Brutal competition, if you don’t advance, you will retreat.
If you are not careful, you may fall behind. It is conceivable that the merger of "Jingbang Daquan" will undoubtedly trigger more intense industry competition. How to integrate , Debon, , Yuayue and JD.com will also become an important aspect to watch next.
In the past few years, the strength of express delivery companies has further differentiated after being listed. At the same time, consumers and the market's requirements for express delivery companies have gradually shifted from price to service. Against the background of the continuous slowdown in business volume growth, the subsequent mergers and reorganizations between enterprises are not only unstoppable, but also the only way to optimize and upgrade the structure of the entire express delivery industry.
| 06 Express service stratification goes further
The common pain point of door-to-door delivery is being solved step by step. On July 26, Cainiao CEO Wanlin revealed at the 2022 Cainiao Open Week that Cainiao has added a third door-to-door method - consumers can choose door-to-door service when placing an order without incurring additional fees.
This means that the door-to-door delivery option has been pre-installed on the e-commerce platform, and merchants and consumers can choose freely. This is undoubtedly a huge progress for e-commerce sellers, express delivery companies, and consumers, and is of great significance to the stratification of express delivery services and product stratification.
html In November, after 10 years of implementation, the national standard for "Express Service" will be revised for the first time, including clarifying the number of deliveries for the first time, classifying and refining delivery methods, redefining express delivery delays, and prohibiting competition below cost prices. Especially when it comes to e-commerce free shipping, users' independent choice of express delivery, and the connection between e-commerce platforms and express delivery enterprise systems, there will be new changes.
| 07 Ezhou Huahu Airport was officially put into operation
As the first professional cargo airport in Asia, Ezhou Huahu Airport was officially put into operation on July 17; on November 27, SF Express opened the first cargo route from Shenzhen to and from Ezhou .In addition, the SF Express transfer center project located at Ezhou Airport is expected to be put into operation in the second half of 2023.
SF Airlines will gradually plan and adjust the air transport network layout to create a "hub and spoke" aviation network with Ezhou as the center and Beijing, Shenzhen, Hangzhou and Chengdu as regional hubs, further expanding the coverage area of time-sensitive services.
Previously, Fengniao Technology, a large-scale drone company owned by SF Express, became the first company in the country to carry out commercial trials of feeder logistics drones with tonnage capacity and long endurance under specific scenarios. In the terminal sector, SF Express’s small drones have been carrying out regular deliveries in many places.
The prototype of the three-stage air transport network of "large manned transport aircraft + large feeder drones + terminal delivery drones" created by SF Express has emerged.
| 08 Express leader’s air combat upgrade
html On August 31, JD Logistics obtained the "Air Carrier Operation Certificate", which means that JD Airlines will officially be put into operation. JD.com has also become the fourth express delivery company to own an airline after China Post, SF Express and YTO.
With the successive commissioning of all-cargo aircraft, JD.com will make up for JD.com's shortcomings in inter-provincial timeliness. Its air transport capacity among the three developed urban agglomerations of the Yangtze River Delta, Beijing-Tianjin-Hebei, and Guangdong, Hong Kong and Macao will be further expanded. The mutual delivery timeliness between core cities will be comprehensively improved from next-day delivery to next-morning and next-noon delivery.
As JD.com increases its stakes, its "Three Kingdoms Competition" with SF Express and Cainiao in the logistics arena will also continue to extend in the aviation highland. Once its own cargo airline starts flying, it can help JD Logistics speed up its competition for the higher-end business parcel market. At the same time, for Yue Yue and Debon after its acquisition, the delivery needs of high value-added products such as cold chain and pharmaceuticals will continue to be met.
|09The weakest double in history11
Affected by the spread of the epidemic in many places, at the end of November, both road freight volume and national express delivery volume showed a rapid downward trend. The daily express delivery volume even fell to the freezing point of 223 million pieces, falling below the average two years ago.
Entering December, with the full relaxation of epidemic control, express delivery business volume has recovered from the low point in late November and has stabilized at a high of more than 300 million pieces per day. The vitality of the express delivery industry has reappeared, becoming the first new force to drive economic recovery. While business volume is picking up, people from all over the country are taking turns to be infected, and it will still take some time for the industry to return to normal timeliness levels.
| 10 Jitu joins hands with Messi to lay out the global
On November 26, Jitu officially announced that Messi has become a global brand spokesperson to jointly develop the global market. As Jitu’s first global brand ambassador, Messi is also the first time a domestic express delivery company has signed a football superstar to endorse.
Comparing with international express giants, Jitu's vision is not limited to the domestic market, but lays out the international territory from a higher perspective and is in line with international comprehensive logistics service providers. The signing of Messi has once again accelerated the pace of Jitu's overseas expansion, and also given Jitu a broader space for imagination.
Looking at the country, when Jitu first acquired Best Express , there were constant pessimistic voices in the industry. In the case of serious homogeneity, it was believed that the integration of the two networks would be quite difficult. After timely adjustments, Xinjitu has now achieved full-platform connectivity, and its business volume is steadily increasing. The highest daily business volume during the 618 period was close to 45 million votes.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-