Analysis says price increases are訊子 difficult to follow

Since the beginning of this ye照拍ar, the express delivery industry章房 has repeatedly experienced pric去路e increases. In January, ZTO Express呢短 increased the price by 0.5 yuan to 2 y火公uan; in September, YTO Express和店 increased the price again by 1會技 yuan; in October, SF Express i慢錢ncreased most of the line price市司s, the increase rate It is 2%-4%; i輛紙n December, ZTO Express will increa雪相se the delivery fee of 1 yuan per expr多知ess after increasing the price by 妹信1 yuan in October. Although the rate拍黃 of increase is not high, the continuo話媽us exposure of price increases still書人 causes all parties in the industr暗吃y to worry about whether they will 知說follow the trend and increase prices i東美n the industry. In this regard鄉化, the reporter contacted many expre還東ss companies to consult and learned這司 that due to the large number of exp這東ress companies in the industry, Wheth街現er or not the price will increase ha書我s yet to be determined.

According to this reporter’s und多得erstanding, Shentong Express’s sale自大s department stated that it ha亮用d already started to increase 影得prices half a month ago by 1 y北門uan. However, it was quite flexib司你le in the actual implementation 會讀process. “If it is a regular cust金習omer, then 1 yuan can also be 鐵林deducted. Yes." A corporate pers術湖on who cooperated with Shentong told t話站he Securities Daily.

In addition, according to the report黃醫er's understanding, SF Express, 會來which is in the same industry's f體上irst-line camp, has a sales de小好partment that has not received得相 notice of price increases. It i刀下s worth noting that some expre路一ss companies analyzed this paper that 謝匠the information about price increa很事ses is pure hype, "The indu習山stry is so competitive, how can 人費it increase?"

Regarding this situation, Zhang Y房問anan from Zero2IPO Research Center s購街aid in an interview with the Securities綠作 Daily that since 2009, news of pric資外e increases in the entire indust件麗ry has been heard. "(Pric放看e increases) are related to the seas門喝on. Very serious, this will cause the秒能 company's labor costs to c兵我ontinue to rise, and the price inc站暗rease at this time is justifiable.&qu歌城ot; However, Zhang Yanan also believes 門少that although the price increa土拍se is related to the season, there樂老 will be a brewing process before it. 嗎舊As for whether the industry will南機 follow the trend due to the price i煙裡ncrease of the leading companies, i歌跳t depends on the strength of each可他 company, "If the service is not請風 good, it will not necessarily win南能 the market without increasing懂務 the price."

Logistics industry integration is也謝 imminent

In addition to labor costs, some ma行校rket participants believe that the peak厭但 of online shopping before the holiday 多筆has also become one of the driving亮哥 factors for the price increase of the 去校express delivery industry. In 近門this regard, Zhang Yanan believes that 在務the arrival of the peak of online shop近自ping does have a relationship w銀多ith the increase of express prices.

Public information shows that sin道煙ce the end of the year, all major e明友-commerce websites have launch區老ed various promotional activities務畫, and this factor coupled with th場女e surge in holiday express delive動火ry, express companies ushered in a 藍匠continuous glut. As an important機分 part of e-commerce, the rapid d有費evelopment of e-commerce is related 妹新to the efficient rest of the logistics中章 system, but with the continuous器在 development of e-commerce, the l自鐵agging of logistics capabilities makes商公 it more and more obvious that e-c跳聽ommerce is restricted. Therefor好聽e, there are electronic Business 睡雪enterprises build their own logist麗務ics systems, and more analysts訊相 believe that the integration of 他森third-party logistics is the top樹到 priority compared with e-commerce門相 self-built logistics systems.

In fact, for the development a秒什nd integration of the logistics industr對如y, the policy level is already in act鄉地ion. In mid-to-late June 2011, the Chi山門na Post Bureau issued opinions市妹 on promoting the merger and reo相子rganization of express delivery co你對mpanies, and will actively suppo外低rt the preferential policies of fiscal,畫道 taxation and land for the merger a著的nd reorganization of express delivery c關雜ompanies to promote Within five yea化購rs, a number of large express 睡水delivery companies with annual放鐘 revenues of more than 10 billi數費on and strong international competitiv外志eness have been cultivated.

The Zero2IPO Research Center r火商esearch report believes that, c河風ompared with the expected scale of de我木velopment of logistics enterpr議秒ises in the policy, most of the 厭坐third-party logistics enterprises in C劇票hina are far behind. From the pers近還pective of rapid industry develo的火pment, the integration of China金分9;s third-party logistics compa城照nies is imminent. Hangzhou logi頻動stics company zhejiang.chinawutong.co子些m

According to data from Zero2IPO Rese書還arch Center, the number of M&A case美門s in China's logistics indust小男ry from 2005 to the first half of 2的醫011 was 29, of which 20 cases had d謝少isclosed the amount of M&A, 13 we山自re cross-border M&As, and 4 M&費黃;A companies had VC/PE stand by. Fro遠愛m the perspective of mergers and acq她頻uisitions over the years, there were m火件any mergers and acquisitions in 20一飛10, and 15 mergers and acquisiti不雨ons have been disclosed. This aspect 黃西is due to the development of express 離男delivery in the logistics industry. Lar這船ge logistics companies often choose the器的 M&A industry chain in the proces近女s of rapid expansion. The upstream an問身d downstream are expanding their busine報文ss lines with "short, flat and f司習ast". On the other hand, 請民the introduction of relevant express d雨和elivery regulations in 2009 set a聽下 higher threshold for enterprise章火s in the logistics industry. Some SME自物s are restricted by funds and ha光鐘ve to choose the method of acq舊電uisition. To survive.

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