Rebirth in a Perfect Era Chapter 1255: Do not let them mess up the water

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Informatization has no doubt about the promotion and blessing of traditional industries. Almost any industry will undergo earth-shaking changes after informatization, as will the logistics and express industry.

Li Mu started the road of informatization before it started to prepare Construction logistics hardware. At present, Taobao Logistics's logistics management system is not only the first domestic logistics informatization management system, it is even better than previous life's 2010 It is not weak before and after.

Because Brother Liu has been rushing to the front line of Taobao Logistics, he has a special understanding of Taobao logistics management system. In his view, this system is simply an artifact. As long as an scan code gun is added to the key nodes of logistics, express Every link from receipt to transportation to delivery can be clearly recorded on the server, and the improvement of the entire logistics efficiency is not a little bit.

At this time, Li Mu asked Brother Liu: "In addition to our own land transportation network, how is the current aviation resource?"

Brother Liu said: "I have started to cooperate with Ms. Lin Lin. China Southern Airlines now has all the belly warehouse resources exclusively contracted by our joint venture company. We also have the belly warehouse resources of several other airlines. I took a lot, and I got more and more. "

Li Mu nodded and asked Brother Liu: "What is the specific time limit for Taobao express delivery?"

Brother Liu said: "At present, the main line city to the main line city, if there is a route support, we can already deliver within 24 hours, usually pick up before 6:30 in the afternoon, 9-12 pm to complete the sorting and After packaging, the unified installation will basically complete the delivery in the destination city landing before 12 noon the next day, and finish the delivery before 6:30 in the next day. "

"Mainline cities to non-mainline cities, if there is route support, they will be delivered within 36 hours. The first half is the same as what I said before, first to the mainline distribution center within 24 hours, and then to the branch line through the mainline within the remaining 12 hours Land transportation is delivered and delivered. "

"Non-trunk cities to non-trunk cities, if supported by routes, will be delivered within 48 hours, basically from non-trunk cities to trunk cities, then from trunk cities to trunk cities, and then trunk routes to branch destinations."

"Non-mainline cities to non-mainline cities, if there is no route support, within 1,000 kilometers, delivery within 48 hours, and over 1,000 kilometers, delivery within 72 hours can basically be guaranteed."

"If it is very remote southwest and northwest, the user has two options, the timeliness of air transportation is also within 48 hours, but the price will be higher, the ground transportation will be a lot of small advantage, but the time is a little longer, generally We promise to deliver on the 5th. "

Li Mu nodded and said, "This timeliness is already very good and worthy of praise."

In the future, the number one tailwind in the domestic express delivery industry will basically be the same as the domestic express delivery time, so in terms of timeliness, the Taobao express has basically been able to keep up with the future wind, but the difference is poor in capacity Too.

Now the national express delivery scale although has greatly improved, but has not yet entered the golden period of electronic Business, Taobao express delivery can guarantee this kind of time limit under the current market demand, but if the traffic volume doubles, it will definitely I can't play it anymore. In the future, there will be the largest express freight fleet in China, but in the face of huge market demand, it is difficult to guarantee the timeliness even if it is downwind, so the future road of Taobao Logistics is still very long.

Thinking of the downwind, Li Mu asked Brother Liu: "How is the downwind speed across Guangdong Province?"

Li Mu once gave orders to Brother Liu. For small businesses like Shunfeng, which rely on the express delivery of Guangdong, Hong Kong and Macao, they must fight hard, because its scale of although is not up yet, but it has opened up a steady profit. If the gold mine is not lost, even if it is not destroyed, as its capital accumulation becomes stronger and stronger, it will one day accumulate thinly, which will have an impact on the entire industry.

Brother Liu said: "We have previously acquired several qualified transportation teams in Hong Kong. In addition, we have been digging down the employees and fighting the price war with them. Now they have dragged them to death. At present, our Guangdong, Hong Kong and Macao couriers are faster than Shunfeng, and the overall treatment of our couriers in Guangdong Province is at least 30% higher than that of Shunfeng. At the same time, they are also equipped with stronger welfare support. More importantly, we are in the market. The pricing at the end is also very low. At present, our Guangdong, Hong Kong, and Macau express shipments are made at a loss. Shunfeng dare not fight the price war with us. It should be in the zero-profit operation stage. I heard that they have been unable to support them two days ago Financing. "

"Financing?" Li Mu snorted and said disdainfully: "A local express delivery company still wants to raise funds. Will financing come to fight the price war with us? There are Taobao Logistics and Taobao technologies here. Which investor will give it? Investment? This sweet dream is a bit too unrealistic. "

Brother Liu nodded and said, "I think they are basically out of play. At most, they will persist for another month or two, and they will almost break up. There is no market, no profit, and they have no advantage in front of us."

Speaking, Brother Liu said again: "According to our current operation model, in the domestic express logistics industry, it has become an unprecedented existence for all enterprises, not just downwind, other express companies are also the same, they are now All of them are caught in a huge vortex. They want although to be like us. The automatic sorting of system, the logistics management of system, the efficient fleet of aviation and the aviation resources of Shangma, but they simply do not have enough capital to operate such a huge project. It ’s too high, so they can only desperately drive down the price, and the profit margin is already extremely low, almost on the edge of the limit. "

Li Mu asked him: "Does our comprehensive cost be higher than them?"

"Yes." Brother Liu said: "Our overall cost is at least 30% higher than that of ordinary express companies, mainly reflected in the early hardware investment, high depreciation rate, and high personnel costs."

Li Mu was silent for a moment, and said, "That is to say, because our overall cost is high, we are basically unable to cut the blades of other express delivery companies, and will leave a little space for each other to survive."

Brother Liu said: "Yes, for example, the same line, the same weight, other courier companies can grind their teeth to reduce the cost to 10 yuan, but our minimum unit cost can only be reduced to 13 yuan, these three The space for yuan money is the living space reserved for them. "

Li Mu smiled slightly: "That ’s fine, we are after all to let the industry develop as a whole, it is impossible to squeeze out all the express delivery companies, the government and laws will not allow us to be in a monopoly in this industry, but we It can be achieved through our own means to achieve hierarchical monopoly. "

Brother Liu asked curiously: "What does hierarchical monopoly mean?"

Li Mu said: "For example, we only monopolize the mid- to high-end express delivery market, leaving the low-end express delivery market blank to other companies. From the perspective of the entire express delivery industry, we are not in a monopoly position, nor are we involved in any monopoly operations. , But from the user's perspective, the high-end express delivery needs will all be eaten by us. "

Brother Liu nodded: "I understand what you mean, and this is indeed the most in line with our current overall situation. With our huge asset-heavy operating model, it is difficult to keep costs to a minimum, go to the bottom and those The enterprise is fighting, the sea is deep, and there are places where we can't go after all. "

Teacher Lei, who has not talked much, said at this time: "Chief Li, Lao Liu, I think that it is not enough for us to only consider the mid-to-high-end market. In terms of domestic national conditions, no matter what industry, the mid-to-high-end market is Can not always become the mainstream, as far as the apparel market is concerned, more than half of the domestic market volume is supported by the low-end market, as well as household appliances, mobile phones, and fast-moving consumer products. I have surveyed the market share of daily chemical products before. Compared with although, the daily chemical brands we see on Yanjing daily TVs and shopping malls are well-known brands, but after real investigation, we know that most of the market is supported by small brands that we do n’t know, and the market The volume is huge, covering almost the vast majority of the 8.9 billion rural population, and also covering a small part of the urban population. The five-dollar large bottle of shampoo produced in Guangdong Province has higher sales than well-known brands such as Pantene and Haifeisi. More than a dozen or twenty times, if we sell all the low-end express market to these companies, then it is very likely that more than half of the market volume will be sold to them in the future. This loss is very large! "

The words Teacher Lei awoke Li Mu instantly.

I am a bit too superstitious about previous life's tailwinds. I always feel that tailwinds can achieve that scale, that service, and that timeliness. It is really remarkable, but in the end, Shunfeng although is unique in the industry, but looking at the entire industry, it is in the industry. Is far less powerful than its reputation. There are a large number of low-cost courier companies operating at low cost in China. Three links and one reach are just a few of them, but there are countless courier companies that ca n’t be named. Industry share, if you only want to make Taobao express delivery as a tailwind, then the imagination space is also very limited, the market value of the tailwind is only 200 billion RMB, but the market value of top giants such as UPS has long floated in the 6-7 100 billion RMB segment.

If you want to become a world-class logistics company, you must have sufficient protection for the market share. Only the mid-to-high-end, there are indeed obvious shortcomings. Li Mu recalls previous life. At least 80% of the orders in Taobao are not The use of Shunfeng Express is because on the one hand, sellers are compressing costs, on the other hand, buyers are also reducing expenditures. Many sellers have a long-term cooperative relationship with a common express company, and the starting price of express delivery by major customers is as low as 3-4 Under the same circumstances, the price of Shunfeng may be doubled, so most sellers will not choose Shunfeng. If users have to choose Shunfeng, the extra cost will be borne by the buyer.

Many times to buy a few tens of yuan, the seller packs a regular courier, but the buyers who send the wind need to add an additional 15-20 yuan, so that most buyers will not specify a courier if they are not very anxious. This is the lack of Shunfeng's control over the low-end market.

Li Mu has never really played the industry and does not understand the meaning of the low-end market. Brother Liu is obsessed with the self-built logistics system, so he also ignores the low-end market, but Teacher Lei is different. The reason why he can make Xiaomi bigger and stronger , Relying on a keen sense of the low-end market, whether it is pure low-cost, pure low-end models, or low-cost, high-end low-end cost-effective models, Xiaomi mobile phones are playing on the product line Very 6, and many of the "Mijia" products derived from Xiaomi basically rely on these two dimensions to fight against their opponents.

Li Mu got this very important inspiration from his words. Mid-end to high-end, mid- to low-end to do, so that is the direction of comprehensive development, otherwise previous life's tailwind is the future of Taobao express delivery, there is no bigger pattern.

Immediately, Li Mu said right: "Lao Lei is right, we ca n’t completely abandon the low-end market, otherwise it ’s very easy for this group of people to stir up the water more muddy, if we do not have the ability to touch fish in muddy water Or, if you do n’t want to touch the fish in muddy water, then you must suppress the guys. Once they mess up the water, we will have no **** food! "

Speaking, Li Mu recalled the path of Xiaomi and said to Brother Liu: "Brother, give you two tasks. First, we will compress our costs again, and press down the blades again. You just said that they can To achieve 10, we can only do 13, which is inaccurate, because once they really start struggling to survive, they can continue to probe on the basis of 10, if they are not able to play a game Noluzi, I might have pressed this value to 5 in one go. At that time, we were at 13, and they were at 5, and the space left for them in the middle was too big! "

Brother Liu also realized the seriousness of the problem and nodded repeatedly: "I understand, then I will find a way to further reduce our operating costs."

Li Mu said: "Operational cost and service timeliness are yours. The although we can provide users with the highest timeliness, but we do not rule out that many users will choose between cost and timeliness in the future. In addition to the former, the same courier, it takes 20 yuan within 24 hours, 15 yuan within 48 hours, and only 10 yuan within 72 hours. There are always many users who choose 10 yuan, so you not only To find a way to reduce operating costs, we need to make our logistics system a better integration, not to let it only play a role in improving timeliness, but also let them play a role in reducing costs. "

Speaking, Li Mu asked again: "To ensure the timeliness of express delivery, how much space and capacity utilization can be achieved for each packaged express, or container, belly warehouse, etc.?

Brother Liu thought for a while and said: "Except for the very popular lines that can reach about 90%, most of them are around 70%. For example, tonight we will send a trailer from Yanjing to Jinling. In order to ensure timeliness, 12 at night Departure on time, so even if only 50% of it is installed, we have to deliver on time. "

Li Mu nodded: "This is the problem. From the cost point of view, the vehicle is naturally fuller and more profitable, but if you want to fill it, you will have to delay time. As much as possible, so that we have a lot of waste of capacity, then we will simply derive a low-end product line in the future, the package of this product line will automatically reduce its timeliness within system from the moment of sorting For example, all the packages from Yanjing to Jinling, the goods selected for fast products will be sent out if they are not filled within the specified time, but the goods selected for slow products will stay in the sorting center and wait, when they are full, or almost When it is full, when will it be issued again? As a result, the overall cost of this batch of slow products will naturally drop a lot. "

Brother Liu immediately nodded and said, "OK, I immediately started this matter. At night I went to Fang Xudong to communicate about this need and upgrade our system."

"Must be as soon as possible!" Li Mu said: "In addition to this, we have to further improve the cost-effectiveness of our products. The so-called cost-effectiveness is on the one hand performance, on the one hand price, what we just said is price, next Let ’s talk about performance, think about how we can increase the price of performance while lowering the price! "