Logistics "air combat" is driving Amazon behind the defeat of Maicheng

On April 18th, Amazon China officially issued a statement, in order to seek strategic transformation, it will stop providing seller services for third-party sellers on Amazon China's website from July 18 this year, and will only retain cloud computing, Kindle and cross-border trade in the future business.

Amazon has entered China for 15 years, occupying about 20% of the market share when it was the most brilliant, and only 0.6% today. What happened during this period? Why is this the world’s largest e-commerce company in China, the world’s largest e-commerce company? The market lost to Maicheng?

Earlier, Amazon had announced plans to build a regional aviation hub in Texas to support some flights and infrastructure. It is not difficult to find that Amazon is expanding its business in the field of air express delivery. Amazon currently has aircraft deployed in at least 10 airports in the United States. These aircraft mainly transport light cargo in order to control timeliness and save costs.

Industry insiders pointed out that this time Amazon lost its "acceptability" and lacked the innovation to adapt to the Chinese market. Starting from the "Double Eleven Shopping Festival" in 2009, the rise and development of domestic e-commerce is surprising, but Amazon's performance is unremarkable, and it has not taken the initiative in the annual e-commerce festival. At the same time, Amazon ignored Chinese consumers' expectations of efficiency. Amazon once prides itself on the efficiency of logistics and distribution—guaranteed delivery within 2 days. In today's view, it cannot meet the expectations of Chinese consumers for logistics.

In contrast to China, over the past 10 years, China's express logistics industry has created beautiful results. Seven express logistics companies have been listed on the Shanghai Stock Exchange, the New York Stock Exchange and the Shenzhen Stock Exchange. It is not only a dark horse in the capital market, but also a part of the Chinese economy. Black horse.

Last year, China's express delivery business volume exceeded the 50 billion mark, indicating that China's express delivery industry still has strong momentum for development. Competition and cooperation in the express delivery industry will be intertwined and integrated. Warehouse and distribution integration, industrial parks, logistics e-commerce parks, the Internet of Things and the hub economy will become the key to the competition for resources in China's logistics industry in the next five years.

Loose environment of air cargo hub

On November 21, 2018, the executive meeting of the State Council proposed to target the international advanced level, take multiple measures to develop the modern logistics system of "channel +hub + network", and continue and improve cross-border e-commerce Retail import policy and expand the scope of application.

A month later, on December 24, the National Development and Reform Commission and the Ministry of Transport issued the "Layout and Construction Plan of the National Logistics Hub", proposing to build 5 to 10 national logistics hubs with strong international competitiveness by the end of 2020. To improve the international logistics service network of major global economies, and to radiate more hubs to enhance international logistics functions. By the end of 2025, build about 30 national logistics hubs that reflect the characteristics of shared, platform, and supply chain organizations. At the same time, the policy also makes it clear that market-based financing is available, which will enable companies with hub resources and forthcoming heavy investment to obtain good development opportunities. These policies can greatly promote the economic development of the logistics hub, create more employment opportunities, and further enrich the functions of the hub.

Industry analysts pointed out that the national logistics hub's integrated operation, networked operation, and professional service capabilities will be further improved. The supply chain, industrial chain, and value chain will be deeply integrated, and the support and promotion of the real economy will be significantly enhanced, making the hub The economic effect is fully manifested. Layout and construction of a number of key logistics hubs, and encourage social capital including private enterprises and foreign companies to participate in the construction and operation of logistics hubs is imperative.

China Express Logistics will usher in a new period of development opportunities. Analysts pointed out that in the capital market, express delivery logistics stocks may usher in good investment opportunities in 2019. The Cainiao Network, which is determined to build a global logistics hub, is integrating global resources to build a logistics nerve center; SF, which is determined to build an Asian hub, is the largest express company in China by market value; the construction of an aviation logistics hub just started in Jiaxing, Zhejiang Province One Yuantong participation; the Nantong aviation logistics hub participated by JD.com is backed by Greater Shanghai.

Courier companies listed on the head can take full advantage of the different positioning and capital advantages of domestic and international capital markets, and support logistics hub operation entities to adopt financing models such as debt issuance and listing. As far as express delivery is concerned, it is extremely beneficial, or it will usher in a "new spring".

The hard conditions for the air cargo hub competition

With the continuous development of economic globalization, the more countries participating in the trade, the greater the demand for overseas markets, and the need to establish a larger and more efficient international logistics system. Statistics show that in the first half of this year, my country's Hong Kong, Macau, Taiwan and international express delivery business volume reached 520 million pieces, a year-on-year increase of 43.1%, which clearly exceeded the industry's average growth rate.

In recent years, cross-border policies have continued to improve, providing strong support for companies to establish global logistics supply chains and overseas logistics service systems. Cross-border mailing has become the highlight of industry growth. In order to improve efficiency and service levels, the development of the international logistics industry will be more inclined to obtain higher efficiency and greater flexibility in multimodal transport. In March of this year, the rookie network opened the first e-commerce intercontinental route from Hangzhou to Moscow. The future goal is 72 hours of global delivery.

The "fifth freedom rights" policy for airports in Zhengzhou and Xi'an will greatly enhance the function of cargo hubs in the two cities. Both places have free trade pilot zones, which is also very attractive to the establishment of regional headquarters for medium and large logistics enterprises. Some commentators pointed out that Xi'an and Zhengzhou will compete for the honor of "China Memphis".

Take Xi'an as an example. In May this year, Xi'an Xianyang International Airport will open a Seoul-Xi'an-Hanoi cargo route operated by Korean Air. This route will be the first fifth right cargo route opened by Shaanxi Province, and will lay a solid foundation for Shaanxi to accelerate the construction of an air hub with internal and external linkage between the land and air, and mutual assistance between East and West.

"At present, Xi'an Xianyang International Airport has opened a total of 67 international (regional) routes to 55 cities including Paris, Rome, London, Moscow, and Los Angeles, and has initially formed a route network of "radiating Silk Road and direct access to Wuzhou". It is planned to open more than 10 routes to Lisbon, Dubai, Budapest, Colombo, Cairo, etc., and continue to promote the interconnection of the “Belt and Road” routes and important international hubs.” said Ma Zhonghua, deputy general manager of Xi'an Xianyang International Airport Co., Ltd.

The establishment of a group of global commercial and logistics nodes can realize the exchange of logistics information in ports, airports, railway stations, logistics parks, etc., and the development of a multi-modal transport system with 24/7 international express processing capabilities can greatly promote Chinese express logistics enterprises to go out and drive cross-border transportation. Concentration of upstream and downstream industries of overseas e-commerce. The service level of the air cargo hub must be based on aviation logistics services, and can be integrated into the global supply chain, industrial chain, and value chain to make the aviation-preferred industrial cluster bigger and stronger, forming a large hub, large logistics, large industry, and metropolis. Integration and development.

Driven by consumption grading

While consumption upgrades are in full swing, China is also accelerating on the road to grading consumption. According to the data of the 2018 shopping carnival, the consumption rating is already unstoppable, and differentiated consumption is accelerating. To this end, companies need to invest more technology and creativity to create a richer variety of products and services to meet the needs of different consumer groups. Among them, the logistics industry plays a crucial role.

Taking fresh food consumption as an example, fresh food sales stores usually cover the community, and online and offline operations must be synchronized to form a complete closed loop for integrated operations. The pursuit of high quality requires higher logistics guarantees.

Build an aviation logistics super hub to realize "one order to the bottom, coordinated and efficient, and smooth global shipments" of cargo transportation, and finally achieve "global buying", "global selling", and "global transportation". This is for Chinese express logistics companies that are accustomed to rapid development. It is a once-in-a-lifetime opportunity to upgrade the company's network and allow capital to play a greater role.