The dispute of express mode -- network mode and warehouse allocation mode

E-commerce accounts for about 70% of the express business volume, and the differences in the supply chain of e-commerce platforms determine different express delivery modes. Online shopping is the core driving force for China's express delivery volume to maintain rapid growth, and the scale of e-commerce items generated by online shopping accounts for nearly 70%. Due to the difference in the supply chain model behind the e-commerce platform, the online express mode represented by Taobao (goods are distributed and distributed to consumers in the form of "single") and the warehouse distribution mode represented by Jingdong (distributed warehousing is adopted). Goods are dispatched from the warehouse). At present, e-commerce express delivery takes the network express mode as the main body, the network express mode accounts for more than 80%, and the warehouse allocation mode is small in volume and has rapid growth. Network express has the advantages of covering a wide area, cheap, flexible and convenient, suitable for non-standard products, the average performance cost is 5-7 yuan, and it will remain the main body of e-commerce express delivery in the long term, accounting for more than 80%. The warehouse allocation mode has the advantages of strong inventory management ability, fast order batch processing speed and high timeliness, which is suitable for standard goods and will grow at a faster rate in the future, but it is difficult to shake the e-commerce express delivery pattern based on network express delivery because it mainly serves self-run e-commerce, while the third-party market is more dispersed, and the cost of fulfilling orders is as high as 13-19 yuan.

The e-commerce market is oligopolistic, and the volume of express delivery mainly comes from e-commerce parts

E-commerce competition pattern: Ali, Jingdong oligopoly

Comprehensive e-commerce pattern has been initially formed, Ali, Jingdong oligopoly. According to the data of iResearch, in 2016, B2C e-commerce was ranked by transaction size (GMV), and the top four market shares were Tmall (56.5%), Jingdong (24.7%), Suning Tesco (4.3%) and Vipshop (3.5%), indicating a high degree of industry concentration. C2C e-commerce to Taobao as the representative, a dominant; The rest of the vertical e-commerce such as "mother and baby", "fresh", "cross-border" and so on to adopt a differentiated competitive strategy, the development speed is faster, but the volume is small.

Market share of B2C e-commerce transactions in 2016

E-commerce express delivery accounts for about 70% of express delivery business

E-commerce accounts for about 70% of the total express delivery, which is the main source of express business volume. In 2016, Alibaba and Jingdong completed 16.4 billion and 1.59 billion orders respectively, and Ali and Jingdong's express business volume accounted for nearly 60% of the entire industry. From the perspective of GMV volume, Alibaba achieved about 3.7 trillion yuan of GMV through Tmall and Taobao, and JD.com achieved about 658.2 billion yuan of GMV through its own and POP platforms. Ali and JD.com accounted for 86% of the online shopping market share, representing the market. Taking the GMV and order volume of Ali and Jingdong as reference, it is estimated that the average customer unit price of online shopping is 246 yuan. According to the transaction scale of online shopping market, the online shopping market produced about 21 billion e-commerce pieces in 2016, accounting for 67% of the total business volume of the express delivery industry.

Changes in the demand for e-commerce express delivery have a decisive impact on the demand for express delivery, and observe the supply side of express delivery, in addition to express companies there are other companies to provide logistics services. In the field of e-commerce express delivery, there is a business volume competition between traditional express delivery enterprises (mainly "Tongda") and e-commerce self-established logistics and third-party warehouse distribution enterprises. In the final analysis, which distribution mode is adopted is caused by the different supply chain operation mode behind it.

Express industry supply and demand diagram

Two distribution modes of e-commerce express delivery

Under the traditional business model (" multi-channel distribution "), goods are transferred from manufacturer - distributor - retailer - consumer in the form of "warehouse to warehouse" in a certain "batch", and physical objects are transferred step by step in space, in fact, distributors and retailers and even consumers assume the role of transportation, warehousing and distribution. However, under the e-commerce model, the distribution channel has changed from "multi-layer" to "flat", the goods reach the consumers in a faster and more convenient way, and the circulation of goods has formed two main modes: network express and warehouse distribution mode.

Network express mode and warehouse allocation mode

Network express mode: As the name suggests, it is through the network mode, and the e-commerce package to achieve the package - transit - trunk transport - transit - end distribution. For example, when buyers shop on Taobao, the goods are usually in the form of "single pieces", and the "collection, distribution and distribution" from the enterprise (seller) through multiple links with the help of "express delivery", and finally reach the dispersed consumers across the country.