There has been a lot of discussion about the new retail, that is, to build a platform online, with stores offline, plus logistics and distribution. Today we will focus on logistics and distribution. What changes have taken place in the logistics industry in recent years?
First: de-intermediation. Some intermediate links that do not generate value or have low added value gradually disappear. The observed data show that the amount of road logistics loan in each city is about 20%-30% less than that of the previous year, which is an average. So where does this part of the business go?
In fact, you will find that these fewer goods and loans in the past were engaged in more information matching, eat the information asymmetry meal, for both sides of the transaction to provide some simpler, more basic some integrity endorsement, security endorsement. With the development of Internet technology and the maturity of logistics platform, it was soon replaced. Nowadays, many logistics platforms are doing very well in operation and organization, honest endorsement, information transparency, and even providing solutions for some subdivided industries. Therefore, the volume of this part actually goes to the capacity assets of the logistics platform.
But deintermediation has boundaries, not all the links are gone. It does not mean that the factory of party a will get through to the consumer end, but that there is only one link in the middle. In that case, the scale will not go up, and the cost will be very high.
Second: single warehouse issued the country's less and less, multi-grade warehouses began to appear in large areas. Zhejiang has a particularly obvious feature called front shop back factory, his shop and factory are connected together. For the boss, good management is within sight. But the cost is actually very high, and the efficiency is very low, and the customer experience is not good. The multistage warehouse is always delivered to the customer from the nearest warehouse. Two benefits:
One, of course, is that consumers experience better; Another is lower costs. China's logistics in the year - to - year joint delivery, but did not do a year. Why is that? Because the front-end warehouse is not doing well, if you do not have the front-end warehouse to collect the goods, your subsequent joint delivery is empty words.
Of course, the multistage silos also has a huge premise, that we must master the data very accurate. For example, 60% of the goods in the collection will be purchased in the data of double eleven. This data is very meaningful, and the storehouse can be divided according to this, but this data is relatively rough.
And then ali did a lot of things to make it more precise. For example, I can tell you that it is coming to double 11 now, it is October now, you first put the things you see in double 11 into the collection folder, every single I can give you 10 to 20 yuan of red envelopes, you will put this thing into the collection folder in advance for this red envelope, this data is very accurate.
Second, he also had a more malicious, you want to buy a air conditioning 2000 yuan, you put it in the first favorites, you pay a deposit of 200 yuan, the price of the air conditioning after pay the deposit in double 11 $1800 for you, when you pay 200 yuan deposit, 1600 can bought it, everybody is very high, because the cost will come down as soon as I pay a deposit. But the deposit that you pay allows your data to go from maybe 60 percent of the collection to 80 to 90 percent.
And then ali got this data a long time ago before double eleven, and of course the example I just gave was one dimension data, and he actually did a lot of data. Then, he will make a pair of 11 for blue book, merchants ready and prepare for the blue book, through the new system to the businessman, tell them, this time ali's YunCang include all of the emerging logistics all of the logistics system to start, I can tell, you just according to this, because I can tell you this 60% or even 70%, 80%, 90% accuracy, the accuracy is not of the past, only I can reach the place, the original favorites inside 60% buy out is a random number, for it is not controllable, ali But with many of his operations, it became manageable.
So I think the data prediction is something that can be controlled by some means. So people often say that baidu's technology is strong, tencent's products are strong, ali operation is strong. This is the power of operation. By means of operation, he can change the data of an uncontrollable C2B, which is completely random to consumers, into a data controlled by his ali, and give it to the merchants. When the merchants see this data, I must recognize it very much, because it is fixed in the future.
Therefore, I think the system of multi-stage silos must be supported by data on the front end, but as our logistics company and the enterprise with the last kilometer, we only need to set up the system of integration of silos and wait for them to come.
The third trend I think is to move from pure capacity to full chain solution. In the past, we have been communicating with many enterprises of party a. A few years ago, party a would feel that they are looking for you and you are engaged in logistics. First of all, they would ask us whether we have cars, how many cars, if we have assets, how about the time limit? He paid more attention to that aspect of transportation. However, in recent years, you will find that many enterprises want not only to ship goods from point A to point B, but also an all-chain solution, which I understand should contain at least four categories:
The first one is transportation. Of course, this transportation is actually a customized solution. The logistics of home furnishing and the distribution of stores are two industries.
The second one is warehousing. The warehouse and allocation are all given to you, and the system provided by WMS and TMS must be integrated.
The third is technology, which will be applied to a lot of Internet and IT technologies, wiring, management vehicles, including some cross-platform systems for both systems, and so on.
The last one is finance, because we often joke that the logistics industry is labor-intensive and capital intensive.
Because you'll find out how much China's logistics industry does depends on what? You might say it depends on the service, it depends on the efficiency of the operation, but the correlation is not that big, and it is most closely related to the amount of money. One of the hardest to finance in any industry in China is logistics, which offers its factories and mortgages its equipment. What does the logistics industry get? He didn't own the car, he mortgaged it with anything, he couldn't get a loan, he didn't have the money to leverage more business.
During this process, we took several subdivided lists of logistics, what was the biggest problem? First of all, let's look at the 2C logistics. I think the current 2C logistics, whether it is B2C or C2C, like express delivery and takeout, including the logistics of running errands now, like flash delivery and renren express, I think it is very mature and good.
However, the logistics of B terminal is still very weak, and the trunk line is a little bit better, because the trunk line will have the whole vehicle and part load, and there will be more contract logistics enterprises, but where is the weakest one? In B2B city match, the last kilometer, you talk about city match you can hardly remember China has any big enterprises, especially the national. So I think the biggest pain point is the problem, if you're going to solve the problem of new retail, if you're going to solve the problem of supply chain, if the last mile is dragging its feet, it's almost impossible.