3 foreign express companies have been released. With more and more large foreign express enterprises entering the domestic market, the express industry is accelerating to open to the outside world. The domestic logistics express market, which has been trapped in the bottleneck of "small, scattered, chaotic and more", seems to meet the severe challenge.

The Ministry of commerce is currently studying the electronic business field of opening up investment and operation in the field of foreign investment, which is closely tied to the logistics industry, and will also meet the challenge of foreign investment. How will domestic express enterprises and electric business enterprises meet challenges? Will it merge with foreign investment? Will the market face a large scale shuffle?

To this end, the China Industrial and Commercial Times reporter visited the industry and relevant experts.

Catfish effect after "invasion" of foreign capital

There is a very obvious gap between the domestic express companies and the international giants, but the low efficiency of the domestic logistics industry and the rapid development of electricity and Commerce have formed a sharp contrast, which gives out the space for foreign enterprises, with the cancellation of investment, foreign capital or "invasion" of electricity.

In January 1st, the reporter learned from the state post office that through legal procedures, 3 Foreign-funded enterprises were approved to operate domestic parcels and express services. The 3 companies included the Yamato (China) Transportation Co., Ltd., eisex logistics (Shanghai) Co., Ltd., and Kerry Datong Logistics Limited. It is reported that the State Post Office actively promotes the opening of the domestic express market. At present, 5 foreign express companies have been allowed to carry out domestic express services in addition to letters in China, including the Federal Express (China) Limited company approved in 2012 and the fast parcel delivery (Guangdong) Limited company (United Parcel). In addition, the State Post Office has also accepted the application of FedEx (China) limited to expand the domestic operation area of 20 cities. At this point, FedEx Corp has 68 domestic cities in China's domestic express business license.

While foreign logistics companies have marched into the domestic market in batch, another source of concern is that the national development and Reform Commission has recently consulted the society on the revised draft of the directing catalogue for foreign investment industry. The revised draft significantly reduced the restrictions on foreign investment industries from 79 to 35. Among them, the policy of canceling investment restriction by electronic commerce is attracting more and more attention.

Needless to say, the entry of foreign capital will aggravate market competition and trigger catfish effect.

It is understood that a few years ago, through the acquisition of China Link Express Inc, FedEx and UPS two international courier companies successfully intervene in China's express business. After getting the license in 2012, the two world express giants will turn their eyes to China and take Beijing Shunyi District and Guangzhou Baiyun District as the base to deploy the express service network in the first tier cities. The advantages of these two international express giants are strong capital, IT and automatic sorting technology, world-class service, excellent service concept and management level. The arrival of two express giants will have an impact on China's international air transport.

According to the present situation of domestic express delivery, the gap between the foreign express companies and the foreign express companies is obvious. For example, data available to date show that in 2012 there were 99 cargo planes in China's freight airlines, less than 50 of the narrower Boeing 737F and Boeing 757F, while the UPS company had more than 500 aircraft. Domestic shipping companies do not have cost advantages, and competition with better service FedEx and UPS has great challenges and pressures. Domestic express companies only have their own special cargo transport for Shun Feng and Yuantong, while some other enterprises use the freight services provided by the China Aviation Association. Li Dongqi, vice president of SF EXPRESS, told the newspaper that by 2015, the volume of air freight was 1 million 500 thousand tons, which will account for 25% of the total air freight in the country. The size of its own fleet will increase from the current 7 to more than 25. By 2021, there will be about 196 aircraft in SF and more than 300 aircraft in the whole industry.

Cao Yunchun, a professor at Civil Aviation University of China, said in an interview with this reporter that, compared with UPS, FedEx and other international express giants, domestic express companies are mainly relying on ground transportation, which can also guarantee their profits. Therefore, there is still a clear gap between domestic express companies and international giants in terms of means of transport, high-end service capabilities and internationalization. The international express giant will officially and legally share the potential market of China's high-end express.

The low efficiency of the logistics industry and the rapid development of electricity and Commerce have formed a sharp contrast, which gives out the space for foreign enterprises, with the cancellation of investment, foreign investment or "invasion" of electricity. E-commerce world factory network CEO Qiao Jingliang told the reporter that in 2016, China's cross-border e-commerce import and export volume will increase to 6 trillion and 500 billion yuan, foreign capital, the Chinese big cake will be very delicious. The explosive growth of China's electronic [3.31%] business in 2014 has made the world see great energy and potential business opportunities in the Chinese market. The charm of China's e-commerce makes foreign capital uncontrollable. The limit of share to 50% is still a constraint on the current foreign investment into China's e-commerce field, but in the future, once the restrictions on e - commerce investment are cancelled, the future of China's e-commerce industry will be more and more open to foreign businessmen.

Whether logistics and e-commerce can form a joint force

At the same time, at the same time, the electronic commerce giants such as Shun Feng and Shentong express themselves in the field of e-commerce and opened their own electronic business city to compete for the market. This has also accelerated the integration of the logistics industry with the e-commerce industry and formed a joint force. In contrast, foreign business in the domestic market But for many years, the development has lagged behind, and the development is lagging behind. It is difficult to form a resultant force. This is just the opposite of the domestic situation.

The strong competitive pressure from outside and the short board which are difficult to overcome in the short term have evolved into the "internal trouble" of the domestic express enterprises, but as the "parents" of the express industry, the e-commerce industry is "exposed" by foreign investment. What is the way out for the domestic express industry? Insiders believe that the domestic electricity supplier enterprises have made considerable progress in recent years, and can make up for the short board of domestic logistics. Is this really the case?

Many foreign express companies have been alerted to the potential threat of foreign electricity providers to the express delivery industry. "Self built logistics" has had a great impact on e-commerce and express delivery industry in China. Yu Weijiao, President of Yuantong express, told our reporter that he hoped that the State Post Office and the express industry association should stop or coordinate the electricity supplier to enter the express delivery industry. At the same time, at the same time in the business of express industry, the courier giants such as shin Feng and Shen Tong announced that they were involved in the electric business field and opened their own electronic business city to compete for the market. This objectively accelerates the integration of the logistics industry and the electricity supplier industry, forming a resultant force, which is a major advantage for foreign investment.

In fact, it is in sharp contrast with the strong entry of foreign express delivery industry, but the foreign business in the domestic market has not been seen in the domestic market for many years, the development is seriously lagging behind and it is difficult to form a resultant force, which is the opposite of the domestic situation. There are not only the reasons of "stock ratio 50% restriction", but also its own operation mode and lack of localization in concept.

And foreign business in the domestic encounter "Waterloo" has long been not new, for example, the Japanese leading enterprise music group and Baidu jointly funded 50 million US $50 million e-commerce website - Le cool day in October 2010, closed in April 2012, the survival time is only one and a half years, the tragedy of Yue cool sky to foreign e-commerce Enterprises have sounded the alarm. Both sides of the joint venture are giant companies. Failure can not be avoided. The reason is that localization is not enough.

EBay, Amazon, new egg network, now they are far less than in foreign countries, they are used to look at the Chinese market with the vision of developing and sound developed countries.

The competitive place of China and foreign capital Logistics

Experts said that foreign exchange competition for electricity providers will enable some mainland express to compete for land and share, at all costs. If we are caught in the vicious circle of vicious circle, the Chinese express market is likely to have a reshuffle in the future. In this case, if the domestic electricity suppliers quickly jump out of the whirlpool of the price war, return to rational, actively explore the new growth path, carry on the characteristic service around the consumer's shopping experience, the difference of competitive advantage can achieve the success of the enterprise, at the same time as the pioneer of the development of domestic logistics enterprises. Once the two forces come together, they can lead the whole industry to the road of healthy and orderly development.

What changes will the foreign express delivery bring to the mainland market?

People in the industry pointed out that foreign investment and local express can not be a fierce confrontation, according to statistics, domestic e-commerce parts account for 70% of the express business, therefore, the field of e-commerce is the two party. In order to further share the Chinese express market share, uisi is working with some Chinese e-commerce companies to provide customers with some domestic e-commerce value-added services and additional international e-commerce logistics services.

Experts said that foreign exchange competition for electricity providers will enable some mainland express to compete for land and share, at all costs. If we are caught in the vicious circle of vicious circle, the Chinese express market is likely to have a reshuffle in the future.

At present, the domestic electric business industry is burning money, making the foreign enterprises afraid, but the domestic electric business money is not only in the price war, they invest more is the market promotion and user service experience, and the construction of logistics, foreign e-commerce should make full use of their advantages, in order to occupy a seat in the domestic e-commerce industry. The land.

Foreign business is not clear about this, they still do not jump out of the bondage of American ideas, and expect to rely on the rapid development of e-commerce business in foreign countries, thinking that entering China's foreign business simply thinks that as long as the successful experience of the United States is copied, the myth of e-commerce will continue to be created in China. However, as a developing country, the development of the market, the national economy and the level of consumption are not the same as that of the United States. Because of the lack of awareness of the Chinese market, whether it is Amazon China or eBay eBay, new eggs, is the golden key was born with the "Shang two generation", but these "Shang two generation" has grown frustrated, most of them have long been closed, the former scenery is no longer.

It is necessary to mention that, as the godfather website of electric power providers and the new egg net of "Whampoa military academy", although it is strong and not bankrupt, it is not easy. In 2005, the sales of China's new egg net was 60 million yuan, and the annual sales of Jingdong was less than 10 million yuan. Bu Guangqi, founder and Bu Guangqi, was one of the earliest employees of new egg in China. In the early days, Liu Qiangdong was once one of the suppliers of new eggs. His founding of Jingdong in Beijing was also inspired by the new egg. However, the growth rate of Tmall mall in 2011 reached 206%, the Jingdong mall reached 202%, Amazon China reached 100%, and the new egg network was -16.7%, and the data were pretty eye - catching. In 2013, there was a market rumor that the new egg network fund chain was broken or will be withdrawn from the Chinese market. Although the new egg network responded to it, it said the news was not true, but it could not cover the lonely performance behind it. And the situation of new egg net is only a microcosm of foreign companies in China.

Like most foreign companies, new eggs are only moving their successful experience abroad to domestic, and do not understand the domestic market. Now the domestic e-commerce industry is not comparable to the new egg, whether it is the retail price or the logistics experience.

In this case, if the domestic electricity suppliers quickly jump out of the whirlpool of the price war, return to rational, actively explore the new growth path, carry on the characteristic service around the consumer's shopping experience, the difference of competitive advantage can achieve the success of the enterprise, at the same time as the pioneer of the development of domestic logistics enterprises. Once the two forces come together, they can lead the whole industry to the road of healthy and orderly development.