In ancient times, there are often stories of "thousands of dollars to buy horses", in order to travel thousands of miles to spread letters and letters, and to consider it in a different direction, which is also the guarantee of "service quality". Nowadays, almost everyone can travel thousands of miles a day, and parcels can cross the north and south of the country in only two or three days, but in terms of "service", it is difficult to see "quality".

At the weekend, a hot search about "Shentong advises customers to send Shunfeng" was brushed up. The reason is still the "violent sorting" problem that has long been criticized by the express delivery industry, and the person in charge of the site even "revealed the secret": "everyone throws it, not just my house." He also boosted the "friendly forces", saying that "if you are afraid of damage, you will send Shunfeng."

With regard to this matter, Shentong officials also urgently responded that they would thoroughly rectify the illegal network, and the special team had investigated and verified, interviewed the person in charge of the contracting area, and punished the contracting area involved in accordance with the relevant regulations. Cooperation has been lifted for individual third-party employees who have spoken improperly.

In order to put an end to this kind of thing, Shentong said that it will comprehensively rectify the relevant violations in the contract area by increasing sorting equipment, upgrading the operation site, strengthening staff training and other measures before December 25. put an end to any irregularities.

　　Express concept stocks highlight "polarization"

In fact, since the end of October, express concept stocks have gradually begun to rise, and the express concept index continues to rise, reaching a nearly one-year high of 873.01 today, with a cumulative increase of 14% in nearly one and a half months.

However, just because the index is booming does not mean that all stocks are rising along the way.

Take Shentong Express, the protagonist of this incident, as an example. Although a high of 9.93 yuan per share was recorded in intraday trading today, with an increase of more than 20% in the past one and a half months, the share price of Shentong Express has fallen endlessly since it surged to a high of 30 yuan in 2019. So far, it has fallen by nearly 70%, and the current increase can only be said to be "a drop in the bucket".

In contrast, Sanyang Horse, which recently landed in A shares, once again recorded a daily limit today, with its share price reaching 87.48 yuan per share for 15 consecutive trading days since its listing, with a cumulative increase of 356%. By comparison, the share price of Tongda system appears to be in some decline.

However, recently, thanks to the popularity of "double 11" and "double 12", the express delivery industry has received a wave of dividends.

　　The single ticket income of "double 11" has increased.

"double 11" is not only the peak season for e-commerce, but also the peak season for logistics.

Estimated by the State Post Bureau, China's express delivery development index was 334.8 in November 2021, an increase of 7.1 per cent over the same period last year. Monitoring data show that during the "double 11" period this year (November 1-16), postal and express delivery enterprises across the country collected 6.8 billion express parcels, an increase of 18.2 percent over the same period last year, and a total of 6.3 billion express parcels were delivered, an increase of 16.2 percent over the same period last year.

The most obvious change that "double 11" brings to express delivery companies is that the single ticket revenue that express delivery companies have been declining for nearly a year has changed from a decline to an increase. On December 18, Shentong, Yunda and Yuantong express companies released November operating data. The data show that the three key indicators of revenue, single volume and single ticket income of express delivery companies all showed an increasing trend in November.

According to the business briefs of the three major express companies, the revenue of Yuantong express products in November was 4.512 billion yuan, an increase of 27.35 percent over the same period last year; the number of business completed in November was 1.745 billion votes, an increase of 13.38 percent over the same period last year; and the single ticket revenue was 2.59 yuan, an increase of 12.33 percent over the same period last year.

According to Shentong's operating data in November, the revenue from express products during the period was 2.907 billion yuan, an increase of 19.88% over the same period last year; the number of business completed tickets was 1.182 billion, an increase of 16.65% over the same period last year; and the revenue from single ticket was 2.46 yuan, an increase of 2.93% over the same period last

According to Yunda operating data, the revenue of express products in November was 4.473 billion yuan, an increase of 20.70% over the same period last year; business completion was 1.883 billion tickets, an increase of 19.03% over the same period last year; and single ticket revenue was 2.38 yuan, an increase of 1.71% over the same period last year.

The increase in single ticket income may be related to the increase in prices in the peak season. In early September, express delivery companies jointly raised the terminal distribution fee, so that the price of the industry has warmed up significantly. After entering the peak season in October, the industry began to raise prices one after another.

　　The price war has affected the healthy development of the industry.

Although the arrival of "double 11" has changed the dilemma of the continuous decline in single-ticket revenue, the growth rate of express delivery companies has slowed down significantly compared with previous years.

Yunda's order volume in November 2019, November 2020 and November 2021 increased by 38.20%, 42.91% and 19.03% respectively compared with the same period last year. Shentong's order volume in November 2019, November 2020 and November 2021 increased by 39.06%, 18.50% and 16.65% respectively. The completion volume of Yuantong business increased by 32.05%, 42.57% and 13.38% in November 2019, November 2020 and November 2021, respectively.

It can be seen that compared with 2019 and 2020, the unit growth rate of express delivery companies declined significantly in November this year. On the one hand, there are too many entrants, and there is a trend of saturation within the industry; on the other hand, the company's brand image has suffered a certain loss because of the long-term price war.

Under the background of various major institutions scrambling to enter the bureau, express companies, including Shun Feng Holdings, the "Cainiao system" with all-round access as the core, and extreme Rabbit Express, began to rely on subsidies to seize market share on a large scale, forming a melee situation of "three Kingdoms killing".

The long-term price war has seriously affected the healthy development of the express industry. In some areas where the express industry is developed, "picking up at a loss" has become the norm due to fierce competition. In order to reduce costs, companies naturally have to "inject water" in personnel training. The most typical are the two major problems of "violent sorting" and "non-door-to-door delivery".

Today, the express delivery industry is regulated and begins to raise terminal dispatch fees and regulate industry prices at the same time. For all parties in the industry, they can withdraw from the price war in a relatively decent form, thus allowing the market to enter a period of peace.

However, behind the price increase of express delivery, it must be the improvement of service quality. The major companies should improve the relevant supporting measures to improve the quality of service. At present, the phenomena of unauthorized and violent sorting, storage post stations, illegal signing and receiving, which are widely criticized, are still in urgent need of rectification and reform in the industry.

Only express companies no longer squeeze delivery staff, to achieve standardized training, security treatment, industry services can be improved. If the terminal service quality of "Tongda Department" is still difficult to improve, and the express companies with new entrants are under pressure from Shun Fengli, I am afraid that the status of the industry will decline again.

　　The development of the industry needs to enter a new stage

From the essence of the "express delivery" industry, express delivery is actually a service industry, and the industry should really end the vicious price competition or return to the real optimization of the pattern. After the price war comes to an end, what needs to be competed is the service quality of each enterprise. How to further reduce costs, improve efficiency and obtain praise from customers is an urgent problem to be solved by all major companies.

In the future, the three major directions of express development competition will become: the network is optimal, that is, to transfer, reflecting the extreme direct rate; the best loading, that is, large models, with reasonable weight and light; and efficient sorting, that is, the lowest operating cost.

Therefore, in this track, the main force of the battle is no longer the "access department", but more in the postal service, Shunfeng, JD.com, rookie and some industrial capital.

It is worth noting that the China Logistics Group established on December 6 will also use its standardized processes and detailed services to play an exemplary role for domestic private logistics enterprises and better maintain the security and stability of the industrial chain supply.