Last month, on the recommendation of Dr. Pan Yonggang, the founder of logistics salon and my noble man "Dashui" (stage name Shui Wuxian), I went to Dalian to attend the investment strategy meeting of Tianfeng Securities .
originally just talked about the development of the instant delivery industry and talked about the development status of several popular companies; but I always felt that I had an obligation to describe this market segment from a more grand scene, so I used it urgently. It took three days to "piece together" this PPT.
shared this, hoping to attract more valuable points:
Comments: This picture taken online in early 2016 is not accurate, because now the market share of the two giants has actually increased greatly! There is no third child in the e-commerce industry, and the pattern of the duo will become more and more solid.
Comments: Express delivery is the first top-level subcategory in the logistics industry, which is equivalent to the biggest jewel in the crown and center. Before Cainiao and Jingdong Logistics came out, the pattern was SF Express VS Tongda, but it is different now. Cainiao, JD Logistics, including SF Express, which is not willing to be just a courier company, are all elements that may change the balance!
comments: Takeaway can generate huge order flow, and the growth rate is terrifying. Nowadays, a two-hero meeting has been formed, and it is difficult to see a complete victory or defeat in the short term. It stands to reason that at this single-volume level, harvesting should be possible, but the two giants are still competing for endurance. I wonder when they can make a truce and start making money together?
SF Express originally had an opportunity to separate a single department and become an Internet company, but now it seems difficult to grasp it...
Comments: The companies mentioned are all relatively familiar and have done some research. The ppt document is written It's very simple. Some real and sharp words were sprayed on the scene... I won't go into details.
The fruits of success will definitely be reserved for the wisest and most persistent team!
Comments: Thanks to the UU errands , Dianwoda , Meituan Waimai, Renren Kuaishou, and Shanshuang teams for providing data and "technical" support.
Finally, let’s talk about the planned things:
Baimihui (click “Read the original text” to know the inside story) is a low-key organization. It has only internal gatherings and does not hold industry conferences.
Recently, the fourth child has been shouting: "We can't just eat and drink, we must make a voice in the industry!" The brothers have organized an offline party together. It is expected to be held in Beijing or Shanghai in the golden autumn of October, and the venue is expected to have no more than 200 people. ...
I don’t know if friends in the circle will support it. I hope friends will forward and spread it more, and leave valuable comments below! If the response is dismal, we won’t bother doing it :)
