Wanlin: More Aircraft Carriers Than Profitable Rookies

In the busiest June of the e-commerce industry, Jingdong Logistics and rookie network have ushered in major strategic nodes.

"In the past eight years, we have made a lot of explorations. Also thinking about what kind of company the rookie wants to become, platform or direct marketing? A technology company or a logistics company? Facing the future, we hope rookie is a global industrial Internet company driven by customer value. " At the 2021 global smart logistics summit held on June 10, rookie CEO Wan Lin defined the strategy of rookie network in this way.

In his opinion, the incremental track of logistics is mainly in three aspects: logistics digitization and intelligence will be greatly accelerated; Consumer supply chain will be upgraded to industrial supply chain; More and more Chinese logistics enterprises will participate in the global logistics construction. On the same day, rookie post station released the "new growth plan", which plans to double the average annual income of the station within three years by enriching the content of community services in addition to the package collection. At the same time, the rookie will invest 1000 rookie unmanned vehicles this year to provide on-demand appointment and door-to-door service for campus and community. This is also so far, the largest logistics unmanned vehicle in China has been put into real operation.

According to the data released by the State Post Office, as of June this year, China's express business volume has exceeded 40 billion pieces, close to the total number of packages in 2017. It is estimated that the annual express business volume in 2021 will exceed 95 billion.

Gao Hongfeng, President of China Express Association, told reporters of the 21st century economic report that a large number of market entities represented by logistics companies and rookie networks have made beneficial attempts in "door-to-door, village and sea going" and promoting green and low-carbon development, and achieved certain results“ China has become a real express power, but it is not a strong express country. At present, the main body of express logistics is still e-commerce logistics and consumer logistics, and the proportion of supply chain logistics that really serves the manufacturing industry is still very small. "

He suggested that the logistics industry should focus on improving quality, reducing cost and efficiency, and improving the level of convenience, standardization, intelligence and quality.

Seeking incremental market innovation

With the advent of the digital economy era, digital upgrading has become the consensus of almost all industries, and the upgrading and optimization of traditional supply chain has become an inevitable trend. No matter industry, agriculture, construction industry, retail industry and so on, they all need to rely on Logistics deeply. However, logistics is still an industry that needs long-term investment.

According to the results of Q4 and fy2021 released by Alibaba group, after excluding the income from related transactions with Alibaba, rookie achieved an annual external income of 37.258 billion yuan, an increase of 68% over the same period of last year. Most of the revenue comes from smart supply chain and international logistics. In the fourth quarter of 2020, its external revenue was RMB 9.959 billion, an increase of 101% over the same period of the same period of last year, realizing the positive operating cash flow of the fiscal year.

Just in the past may, Jingdong Logistics, a subsidiary of Jingdong group, was finally listed in Hong Kong after 14 years of establishment. According to the data of the prospectus, JD logistics has generated 26.6 billion yuan, 30.8 billion yuan and 39.4 billion yuan respectively in 2018, 2019 and 2020, accounting for 70.1%, 61.9% and 53.8% of the total revenue of Jingdong Logistics, respectively. However, the company is still in the red. Losses of 2.8 billion yuan, 2.2 billion yuan and 4 billion yuan were generated in 2018, 2019 and 2020 respectively.

Therefore, in the future, it will become the industry consensus to seek innovation from the incremental market. Industry analysts believe that in the past, simple express collection and distribution occupy the stock market. Under the price war of express delivery, the e-commerce express cost was once as low as "2 yuan for the whole country". In this context, user experience and online store operation will be affected, which is also unfavorable to the development of the industry. Therefore, there is still a lot of room for imagination in the fields of full link logistics supply chain services, express terminal services and global logistics services.

On the same day, Zhang Yong, chairman and CEO of Alibaba group, also attended the summit and shared a series of observations on the logistics industry. In Zhang Yong's view, the epidemic has changed the consumer category and made more digital consumption. Under the epidemic situation, all the residents have become netizens and all stores have become online stores because of the emergence of mobile Internet. It is an objective fact that the digital operation at the end of business is already an objective fact. More and more enterprises are engaged in the process of digital commerce, fast supply chain and flexible supply chain are becoming possible.

Continue to increase investment to develop new track

At present, as a supplement to the last 100 meters of express delivery, the small and micro business model of rookie post station is still in the exploration stage, and the main source of income is the parcel delivery expenses of couriers. In the "new growth plan", rookie's first breakthrough point is aimed at the growth of site revenue. Based on the positioning of community services, more commercial value-added services, such as laundry, retail and recycling, are superimposed.

Wan Lin believes that the incremental track of logistics is mainly in three aspects: logistics digitization and intelligence will be greatly accelerated; Consumer supply chain will be upgraded to industrial supply chain; More and more Chinese logistics enterprises will participate in the global logistics construction. At present, the country's 30000 rookie rural joint distribution points will also increase the digital upgrade, and gradually achieve the same pick-up efficiency as the city. The delivery service for rookies will be upgraded from "the fastest one hour to the fastest half an hour". In the business supply chain, rookies will open more production warehouses in the domestic industrial belt.

"These warehouses directly serve large and small factories, and the efficiency in warehouses will increase by 30% this year, providing real and intimate services for the real economy." Wanlin revealed that in terms of global layout, rookies have been providing more cost-effective sea going solutions for foreign trade businesses. Within this year, rookies can cover 20 countries with "5 US dollars per 10 days" and 50 countries with 2 US dollars per 20 days.

According to reports, the logistics unmanned car "little man donkey" has been operating in 15 colleges and universities, serving 300000 teachers and students. A single machine can deliver up to 500 packages a day. During the "tmall double 11" period in 2020, 22 "little donkeys" of Zhejiang University will go back and forth to 27 dormitory buildings in the University, delivering 50000 packages, saving 17000 hours of picking up time for teachers and students.

In addition, five major products of rookie global earth network have also been exposed for the first time, including domestic warehouse distribution logistics park, transfer distribution park, industrial park, overseas ehub hub and overseas local warehouse. All kinds of facilities exceed 10 million square meters and are fully open to the society.

At present, China's foreign trade has entered the "new normal". In 2020, China's cross-border e-commerce export will increase by 40%, which is more brilliant than that of cross-border e-commerce import. After the epidemic, cross-border export e-commerce puts forward higher requirements for cross-border export logistics. Whether they have better delivery timeliness and logistics service experience will become the key to the success of enterprises in the future.

Xiong Wei, general manager of newbird export logistics business department, revealed in an interview with 21st century economic news reporter that at present, the peak processing capacity of the domestic distribution center of rookie has exceeded 10 million orders. The cross-border parcel network business covers more than 200 cities in China, and has established collection warehouses in more than 50 cities in China.

According to Zhang Yansheng, chief researcher of China International Economic Exchange Center, new technology is the key to logistics incremental innovation. Digital intelligence logistics pays attention to science and technology investment, and its research and application in artificial intelligence, industrial Internet, big data, robots and other aspects will help optimize and upgrade global industrial chain, value chain and supply chain, making it shorter, more flexible and resilient, and more targeted to meet the needs of small groups.

As Wan Lin said, "this is the age of navigation for rookies. The cash flow of rookies was positive last year, proving that they have profitability. But what they need now is not profit, but more investment and more aircraft carriers. Rookies will continue to increase investment in the development of new tracks to build their own aircraft carriers. "