See how the Shanghai logistics company changed the cheap express delivery industry

How to digest the new distribution fee cost of Shanghai Logistics Company? Shentong stated that it will reduce costs on the basis of improving service quality through refined cost control.

Perhaps affected by this news, as of yesterday's close, the stock prices of Shentong, Zhongtong and Yuantong fell.

Costs rise, SMEs may exit

According to Yang Daqing, a special researcher of the China Logistics Society, the increase in express delivery fees is to increase investment in the labor costs of express delivery companies. Capital markets need to understand the true intentions of express delivery companies. "In the short term, six express delivery companies need to change the status of "business value added, people's income does not increase". In the long run, they need to seek service upgrades and change the image of cheap express delivery. Express delivery companies in the capital market must add value if they want to add value. Supported by service quality."

SF Nandu reporters said they would not follow suit. According to Yang Daqing, most companies that raise dispatch fees are franchised, and the frontline ecology of such companies is in a sub-healthy state. "Courier franchisees have low profits, and there are more problems with withdrawals and network changes. Joining express companies has entered the strange circle of low-cost services and low-wage "streaming" people. The solution is fundamentally a mixed adjustment of alliance mode and direct mode, followed by Let first-line franchisees and couriers profit"

Will the price adjustment affect the industrial structure? Yang Daqing believes that for small and medium-sized express delivery companies, there is no capital to "drain water and raise fish" at the grassroots level, and the grassroots level is becoming weaker in changing service quality, which will also force the concentration of express delivery service resources.

On May 18, the Chengdu Municipal Government and the Shanghai logistics company Deyang Municipal Government signed a memorandum of cooperation to promote the integrated development of Chengdu and Deyang, and signed a package of cooperation agreements in specific areas.

In the pattern of coordinated regional development, the integration of Chengdu and Germany is the first and fastest. Especially in terms of infrastructure interconnection, relying on Chengmian EMU, the space-time distance between Deyang and Chengdu has been shortened to less than 30 minutes.