Analysis says price increases are difficult to follow

Since the beginning of this year, the express delivery industry has repeatedly experienced price increases. In January, ZTO Express increased the price by 0.5 yuan to 2 yuan; in September, YTO Express increased the price again by 1 yuan; in October, SF Express increased most of the line prices, the increase rate It is 2%-4%; in December, ZTO Express will increase the delivery fee of 1 yuan per express after increasing the price by 1 yuan in October. Although the rate of increase is not high, the continuous exposure of price increases still causes all parties in the industry to worry about whether they will follow the trend and increase prices in the industry. In this regard, the reporter contacted many express companies to consult and learned that due to the large number of express companies in the industry, Whether or not the price will increase has yet to be determined.

According to this reporter’s understanding, Shentong Express’s sales department stated that it had already started to increase prices half a month ago by 1 yuan. However, it was quite flexible in the actual implementation process. “If it is a regular customer, then 1 yuan can also be deducted. Yes." A corporate person who cooperated with Shentong told the Securities Daily.

In addition, according to the reporter's understanding, SF Express, which is in the same industry's first-line camp, has a sales department that has not received notice of price increases. It is worth noting that some express companies analyzed this paper that the information about price increases is pure hype, "The industry is so competitive, how can it increase?"

Regarding this situation, Zhang Yanan from Zero2IPO Research Center said in an interview with the Securities Daily that since 2009, news of price increases in the entire industry has been heard. "(Price increases) are related to the season. Very serious, this will cause the company's labor costs to continue to rise, and the price increase at this time is justifiable." However, Zhang Yanan also believes that although the price increase is related to the season, there will be a brewing process before it. As for whether the industry will follow the trend due to the price increase of the leading companies, it depends on the strength of each company, "If the service is not good, it will not necessarily win the market without increasing the price."

Logistics industry integration is imminent

In addition to labor costs, some market participants believe that the peak of online shopping before the holiday has also become one of the driving factors for the price increase of the express delivery industry. In this regard, Zhang Yanan believes that the arrival of the peak of online shopping does have a relationship with the increase of express prices.

Public information shows that since the end of the year, all major e-commerce websites have launched various promotional activities, and this factor coupled with the surge in holiday express delivery, express companies ushered in a continuous glut. As an important part of e-commerce, the rapid development of e-commerce is related to the efficient rest of the logistics system, but with the continuous development of e-commerce, the lagging of logistics capabilities makes it more and more obvious that e-commerce is restricted. Therefore, there are electronic Business enterprises build their own logistics systems, and more analysts believe that the integration of third-party logistics is the top priority compared with e-commerce self-built logistics systems.

In fact, for the development and integration of the logistics industry, the policy level is already in action. In mid-to-late June 2011, the China Post Bureau issued opinions on promoting the merger and reorganization of express delivery companies, and will actively support the preferential policies of fiscal, taxation and land for the merger and reorganization of express delivery companies to promote Within five years, a number of large express delivery companies with annual revenues of more than 10 billion and strong international competitiveness have been cultivated.

The Zero2IPO Research Center research report believes that, compared with the expected scale of development of logistics enterprises in the policy, most of the third-party logistics enterprises in China are far behind. From the perspective of rapid industry development, the integration of China's third-party logistics companies is imminent. Hangzhou logistics company zhejiang.chinawutong.com

According to data from Zero2IPO Research Center, the number of M&A cases in China's logistics industry from 2005 to the first half of 2011 was 29, of which 20 cases had disclosed the amount of M&A, 13 were cross-border M&As, and 4 M&A companies had VC/PE stand by. From the perspective of mergers and acquisitions over the years, there were many mergers and acquisitions in 2010, and 15 mergers and acquisitions have been disclosed. This aspect is due to the development of express delivery in the logistics industry. Large logistics companies often choose the M&A industry chain in the process of rapid expansion. The upstream and downstream are expanding their business lines with "short, flat and fast". On the other hand, the introduction of relevant express delivery regulations in 2009 set a higher threshold for enterprises in the logistics industry. Some SMEs are restricted by funds and have to choose the method of acquisition. To survive.

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