There are only 5 days left for the 618 merchants. Unlike the price war in previous years, this year, e-commerce giants have turned the battlefield into the logistics field. On the one hand, it has comprehensively started the logistics speed war and continuously expanded the “minute distributionâ€; on the other hand, “Black Technology†took turns to accelerate the popularization of unmanned delivery as a smart logistics.
Insiders pointed out that e-commerce giants have been rushing to the logistics field, which was born from new retail, but perhaps deeper, logistics will become an important new national-level infrastructure construction opportunity. If anyone can take the lead in this war, it means who will maintain a strong long-term competitive advantage or even an oligopoly.
No faster than only faster
With the approach of 618, the real-time logistics war started. Suning Tesco "early grab" preemptively opened the middle of the year. According to reports, as of 12:00 on the morning of June 1, the "early grab" order delivery completion rate has reached 99.9%. Suning's multiple AGV robot warehouses have also entered a big rhythm. In the face of crazy refreshing merchandise orders, the robotic warehouse group picks up more than 5,000 parcels per hour and picks up the stock in as little as 10 minutes.
The rookie network announced on June 6 that "New Logistics" will fully meet the first "big parade" of Tmall 618. It is understood that on the eve of 618, the rookie store shipped 70 cities, covering more than 100 cities in 30 provinces. Among them, as the first 618 of the new logistics, the box horse 30 minutes, the Tmall supermarket 1 hour, the rookie "store delivery" 2 hours to achieve the standard service, the minute delivery has covered fresh, beauty, Maternal and child, fast-moving, clothing, medicine and other categories, and from first- and second-tier cities to third- and fourth-tier cities.
The minute-level distribution surprised the netizens. "The thief is fast, huge, fast, and scared me." Many buyers said in the evaluation that they received the "fastest express in history."
Founder Securities Research Report pointed out that under the "unmanned intelligence" social trend and just need to drive, unmanned retail has become an important trend new business of new retail, "minute retail + meter-level logistics" will be an important new format for new retail. From the perspective of distance, most of the goods are still located a few kilometers away from consumers. Consumers prefer that more and more products can be concentrated within a few hundred meters of the home or work unit. In terms of time, traditional e-commerce From the time an order is placed to the delivery of a consumer, it usually takes three to five days, and it takes a few hours to purchase it offline. Consumers prefer that the time to get the product can be shortened.
“The rapid pace of urban life, the blowout of immediate demand, and the popularity of fresh produce have made minute-level distributions come out. More immediate distribution needs arise, requiring express and logistics companies to constantly adjust their models and operating mechanisms.†Some insiders pointed out.
"The emergence of new retail provides a better practical platform for real-time logistics." Wang Xiaoping, vice president of the School of Logistics, Beijing Institute of Materials, pointed out. Zhao Jianbo, an associate researcher at the Institute of Industrial Economics of the Chinese Academy of Social Sciences, also said that the essence of new retail is the transformation of key factors such as high-frequency consumption, real-time logistics, and smart supply. Instant logistics is a key link in the new retail scene.
According to the data of iResearch's China Real-time Logistics Industry Report, the volume of orders for real-time logistics industry in 2016 exceeded 5.6 billion, and the order volume in 2017 is expected to be 8.92 billion. Orders in 2019 are expected to reach 15.92 billion.
Heavy punch to create unmanned distribution
Behind the real-time logistics, from the supply chain management, warehouse to the end of the distribution, all kinds of "black technology" take turns.
According to the introduction of rookie, on the eve of 618, the rookie opened the world's first all-digital operation "future park" in Wuxi, Jiangsu. The park is built with IoT technology and has 500 robots working together to quickly pick up items in tens of thousands of SKUs to form a package. In terms of logistics and distribution, logistics vehicles have been upgraded to mobile smart warehouses and mobile end stations. The rookie box, the sweeping face, the express tower and other final 100 meters of smart equipment were also unveiled before Tmall 618. Among them, the rookie express tower height is more than 5 meters, and it is in the shape of a regular octahedron. It is equipped with an automatic transmission system. Through the docking of drones and unmanned vehicles, 24 hours of unmanned delivery will be realized.
Jingdong's unmanned series of intelligent logistics facilities such as drones, unmanned vehicles and unmanned warehouses will also help 618. Jingdong said that the JDY-800, a fully self-developed native drone for logistics and freight transportation, with a life of more than 1,000 kilometers, will be officially unveiled during the 618 period. During the 618 period, Jingdong’s 15 large-scale intelligent logistics centers “Asia One†will continue to exert strong operational capabilities. Among them, the system consisting of intelligent equipment such as shuttle system, ground wolf system and super sorting system is fully applied to Beijing “Asia No.1â€, which will greatly improve order processing capability.
In addition, Suning is also accelerating the layout of unmanned logistics. Recently, Suning drones appeared at the 2018 Global Smart Logistics Summit. During 618, Suning's logistics technology will help its instant delivery service.
Liu Dacheng, deputy dean of the Institute of Internet Industry of Tsinghua University, said in an interview with the Economic Information Daily that unmanned logistics has become a future development trend and is getting closer to real life. Many industry giants have accelerated their deployment in unmanned logistics, which is not only the best tool to attract capital accumulation and market value, but also one of the best competitive means of logistics.
The data shows that the valuation of Jingdong Logistics and Rookie Network in the primary market is 13.4 billion US dollars (about 85.5 billion yuan) and 132.5 billion yuan.
Fight for the next "infrastructure" outlet
Industry insiders also said that in addition to competing for the huge market and capital of new retail, the bigger bureau may still be arranged. Logistics has risen to the national strategy, and relevant policy dividends have been continuously released. The giants have taken logistics as the slogan for competing for important new national-level infrastructure construction opportunities.
The logistics field has become the focus of e-commerce layout. For example, in Alibaba's crawling strategy, the rookie network will be an important growth point for the entire decade of Ali. On the day of Jingdong propaganda 618 "playing" to show the "black technology" of unmanned trucks and other logistics, Alibaba announced that Ali and rookie invested 1.38 billion US dollars in Zhongtong, holding about 10%. Before investing in Zhongtong, Ali has invested in Baishi and Yuantong, as well as logistics companies such as Xinyi Technology and Rishun.
Market potential and national strategy are the forces behind it. From 2010 to 2016, driven by the e-commerce industry, China's express delivery business has maintained a year-on-year growth of more than 50%, currently accounting for 40% of the global market. On February 13, 2017, the State Post Bureau planned to build a “courier aircraft carrierâ€. By 2020, it will form three to four express delivery enterprise groups with annual business volume exceeding 10 billion pieces or annual business income exceeding 100 billion yuan, cultivating more than 2 international A world-renowned express brand that is competitive.
“Traditional logistics has been neglected by capital for a long time because of its large investment, low profit and slow effect. The government has reviewed the situation and has already provided continuous support to the logistics industry as a driving industry linking production and consumption, so that capital is increasingly involved. Product innovation and system integration in the logistics industry." Liu Dacheng said.
Opportunities for new national infrastructure development have arrived. In 2017, the total cost of social logistics in China was 12.1 trillion yuan, accounting for 14.6% of GDP. Developed countries generally have 6%-7%. Around the logistics industry, “reducing costs and increasing efficiencyâ€, a series of major initiatives have recently accelerated, and the enthusiasm of e-commerce giants is also rising.
Ma Yun, chairman of Alibaba's board of directors, said at the recent 2018 Global Smart Logistics Summit that the cost of social logistics, which accounts for about 15% of China's GDP, should be reduced to less than 5%. To this end, the rookie should go all out to build a national intelligent logistics backbone network. "We will invest hundreds of billions of dollars. If one hundred billion is not enough, then we will invest hundreds of billions."
Jingdong Group Chairman and CEO Liu Qiangdong also said that Jingdong’s first core appeal is to reduce the cost of social logistics in China to less than 5%, and to make Jingdong a social logistics infrastructure provider.
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