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Volume increases and prices remain low as the express delivery industry competes to reduce costs. The application of autonomous vehicles and Drones is expected to accelerate next year | Year-end review.
① Since the beginning of the year, the growth rate of express delivery volume has exceeded 20%; the operating situation of "the two logistics giants and one delivery company" in the first 11 months shows volume increase and low prices, with ZTO achieving year-on-year revenue growth per package in Q3. ② Industry insiders say that the growth rate of express delivery volume will still be double-digit in the next 1-2 years. It is expected that next year, Drones and unmanned vehicles will accelerate their application in various express delivery scenarios, further reducing social Logistics costs.
JD.com logistics plans to fully acquire Kuaijie Express to intensify its investment in the B-end market.
① jd.com logistics intends to acquire the remaining 36.43% equity of Kua Yue Su Yun, with a total consideration not exceeding 6.48 billion yuan; ② Kua Yue Su Yun mainly focuses on B-end corporate clients, and its aviation resources, trunk network, etc., are a strategic supplement for jd.com logistics to expand the B-end market.
jd.com and Alibaba's "logistics interoperability" upgraded again: Cainiao officially settled in jd.com's third-party platform
①For a long time, in the delivery of commodities with high requirements for timeliness and quality, SF Express is the first choice for Taobao merchants. Alibaba and jd.com's dismantling action, after jd.com's logistics system joins Taobao, it will face challenges; ②In the eyes of industry insiders, the ultimate service capability of the logistics industry is the key factor determining success or failure. From the perspective of interoperability, the stickiness and stability of service are particularly important.