"Everything is ready for the east wind." The retreat of the second line of the big line - Ma Yun's "big logistics" plan is breaking. According to a person familiar with the matter, the Ali Group will launch the China Intelligent Backbone Network (hereinafter referred to as “CSNâ€) on May 28. In the view of express delivery executives, the CSN led by the Ali Group has attracted the participation of giants such as “Sitong Yi Da†and SF [Weibo] Express. The gradual landing of the logistics "Ali" plan not only symbolizes the return of Ma Yun, but also subverts the overall pattern of the domestic express delivery industry.
According to the Beijing Business Daily reporter, Ali Group will establish a new company with Yintai Group, Fosun Group, Fuchun Group, SF Express, and “Four Access Oneâ€. The first phase of CSN investment is 100 billion yuan. The project is led by Ali Group. Ma Yun, who has just “retiredâ€, is the chairman of the board. Shen Guojun, chairman of Yintai Group, is planning to become the CEO. In the future, CSN plans to support online retail sales of 30 billion yuan (about 10 trillion yuan a year). The "big logistics" system will make these orders 24 hours.
In fact, Ali Group started the project as early as two years ago. In January 2011, Ali Group announced that it would build an open and shared logistics ecosystem. At that time, the strategic concept of CSN had taken shape. According to reports, CSN is not a logistics base in the traditional physical sense, but a nationwide network of logistics and warehousing bases, and is open to manufacturers, e-commerce, express logistics companies, third-party service companies.
In the industry view, the CSN led by the Ali Group will reshape the pattern of China's express logistics industry. At present, despite the rapid development of the express delivery industry, it still cannot fully meet the huge demand generated by e-commerce. In this case, every time a large promotion node, delivery delays, bursts, etc. are frequently sent. To this end, online retailing requires a larger and more efficient logistics system. Last year, Tmall [microblogging] of Ali Group has signed a strategic cooperation agreement with 9 express companies such as SF Express, and this model has been initially tried. Although the end of the distribution process in some regions has exploded, last year " The distribution efficiency during the double 11" period is significantly improved.
For the future of CSN, the express delivery industry has expressed support. The person in charge of a large express delivery company believes that the Ali Group has taken a huge sum of money to lead the CSN to show the bright prospects of domestic e-commerce companies and express delivery companies. The person in charge said that at present, the domestic e-commerce and express delivery industries are in a period of rapid development, but it is a relatively early stage. "In particular, the express delivery industry has a large number of enterprises, but the service level and profit margin are low." CSN hopes to use the power of the upstream and downstream industry chain to build a high-end distribution network and drive the development level of the entire express delivery industry.
However, the industry is concerned about the future of CSN. Some experts said that according to CSN's vision, any region in China can achieve within 24 hours. However, according to the current express delivery price, it can't be reached. “It takes 24 hours of delivery nationwide as the standard and needs to be transported by air. This means that the delivery price will be close to the current price of SF Express. But currently, 'four The price of Tongyida's is very different from that of SF. If the cost of express delivery after the CNS has increased significantly, it will be a big question for consumers to choose 'four links and one'.
Moreover, in the eyes of a well-known express delivery company, although the express delivery companies such as “four links and one†and SF Express have entered the CSN, the alliance may not be solid in the face of actual interests: “All express companies on the same platform. How is the distribution of distribution? Who will distribute it in remote areas?" These problems may only be solved gradually through practice.
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