The hottest year is 2019 from the battle of urban

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Looking at the development in 2019 from the battle of urban distribution in 2018

today's traditional urban distribution enterprises are already under siege. Some enterprises are still touting that China's urban distribution has a trillion level urban distribution market. In fact, this market has long been carved up and cut, just competing in every retail segment

in 2018, new retail fully penetrated China's commercial economy. In an instant, the once single tier online e-commerce model has entered the past, and new retail has become a new commercial format

in fact, the rise of each new business ecosystem is the transformation and reconstruction of the service ecosystem after the year. From today's trend, the new business behind the new retail forces the traditional e-commerce warehouse distribution, traditional express delivery enterprises, and traditional urban supermarket distribution to face a new round of reshuffle

from the development history of urban distribution segmentation, China's urban distribution has experienced three changes in the past 20 years. Each change is driven by the change of commercial development. Of course, each change not only makes a large number of enterprises obsolete, but also breeds new commercial enterprises

I. three times of urban distribution in China

1. Traditional B2B era:

the era of traditional B2B supermarkets was during this period of, when major urban distribution enterprises focused on the logistics distribution of supermarkets, and achieved urban distribution enterprises in various cities. Unfortunately, at that time, there was no capital integration and national network thinking, and it was completely an era of fragmentation

2. E-commerce logistics era:

the e-commerce era began to break out in an all-round way after 2007: in 2008, Liu qiangdong began to invest heavily in warehousing logistics and establish JD self operated distribution team; "Three supplies and one delivery" began to sprout, and the layout of urban express network; Alibaba's logistics was still called "Taobao logistics" before 2013, and Cainiao network was officially launched in 2013. From the "double 11" warehouse explosion tactical response years ago to today's intelligent and unmanned multi scenario applications. The e-commerce era has achieved the transformation of urban distribution: first, it has achieved the express distribution network; Second, it has achieved landing coordination

3. The era of "Internet + logistics" sharing crowdsourcing:

from the sprout of the new business of "Internet + logistics" in 2014, if one of the results used in any test does not meet the standard requirements, to the industry foam in 2015 (entrepreneurs flocking, investors' general layout), and then to the industry reshuffle in. There are few "Internet + logistics" platforms left in the end. As for those dead and those alive, I won't list them here, so as not to say that I have offended others

after the reshuffle of urban distribution in the era of "Internet + logistics", there are now the following categories:

platform categories: Cargo Lala, yunniao, 58 express, etc

shared crowdsourcing: Flash delivery, meituan, hungry, order me, etc

in 2017, new retail comprehensively sprouted, and in 2018, new retail fully penetrated. From the second half of 2018 to 2019, urban distribution in the new retail era is facing new changes

then, what will urban distribution be like in the new retail era

II. The embattled city distribution in China in 2018

let's start with a few hot events:

Event 1: on July 13, 58 express completed a financing of $250million, led by Huaxin investment, and followed by rookies, Sino Russian funds, Hongrun capital, Qianhai master fund and parent company home Group Looking at the trend, all kinds of capital are beginning to stand in line

Event 2: on July 11, cainiaolo announced that it would invest in dianwuda, the largest real-time logistics platform, with crowdsourcing and other business resources and a US $290million cash strategy, and become its controlling shareholder. This is by far the largest investment in domestic real-time logistics

event 3: on March 12, cainiaolo deeply integrated five field distribution companies, namely Vientiane, Shengbang, Dongjun, Zhima Kaimen and Huang Majia. After the integration, the five distribution companies became "Hangzhou miaodi home Distribution Technology Co., Ltd." insiders revealed that this was called "new distribution alliance"

event 4: on February 27, Alibaba acquired all the shares of hungry with us $9.5 billion

event 5: on February 14, JD logistics received a financing of US $2.5 billion with a valuation of US $13.4 billion, becoming the largest single financing of logistics in China

from the above major events and the dynamics of the industry in 2018, we can have an insight into the trend of urban distribution under the new retail format:

(I) the integration of national landing distribution

the large e-commerce and new retail platforms led by Alibaba + rookies have begun to integrate high-quality urban distribution network resources. Their purposes are at least as follows:

1. Form an alliance of urban distribution networks invested in the early stage (Vientiane, Shengbang, Dongjun, etc.), Combined with traffic integration, it may become an independent urban distribution listing entity (meow delivery) in the future. This system will more effectively provide post logistics services for the new retail strategy, not only serving the traditional tmall and Maochao, but also upgrading the original express delivery mode to a new retail distribution team, serving many new retail scenarios such as retail connect

2. The new urban distribution integration will reshuffle those urban distribution enterprises that are not big enough and do not want to be incorporated and integrated

3. Technological transformation: urban distribution will enter the process of technological transformation and upgrading, upgrading the original crowd tactics to intelligent technology and unmanned operation

4. Forced the transformation and upgrading of traditional express delivery enterprises: if the traditional express delivery enterprises do not accelerate the upgrading, their business will naturally be replaced by the new urban distribution network, that is, the model of "backbone network + urban cloud warehouse + new distribution alliance"

(II)'s self built logistics platform is gradually opening up

the full opening of's logistics will undoubtedly have a huge impact on urban distribution has a mature urban distribution operation and management system. The network built in Beijing, Shanghai and Guangzhou in the early stage is quite mature, and it is difficult for an urban distribution enterprise to match it in terms of technical system. In addition, has its own business flow. The opening of JD logistics has a huge impact on the field of urban distribution

(III) the fight of Internet + urban distribution platforms: Cargo Lala, 58 express, yunniao, etc. have become a pattern

to put it bluntly, there are few "Internet + urban distribution" platforms left now, and life is great and death is glorious. After a foam ebb tide, naked swimmers will naturally be shuffled

1. On July 13, 58 express completed a financing of US $250million, led by Huaxin investment, followed by rookie, China Russia fund, Hongrun capital, Qianhai master fund and parent company Jiajia group. This is virtually an industry integration team

2. Huolala completed round C financing in 2017, and Lei Jun's Shunwei capital also participated in it

3. Yunniao completed the round D financing in 2017, and Warburg Pincus, Jingwei, Jinshajiang and others participated in the investment

at present, there is no successor after the three giants. The Internet + urban distribution platform is basically a foregone conclusion. In the end, it depends on whose foundation is thick and whose backstage support is strong

(IV) the entry of new energy vehicle operation platform: Panda new energy, ground railway and other new energy vehicles have no direct relationship with urban distribution logistics. Traditionally, they are just suppliers providing transportation tools. However, it is affected by modes such as shared travel and bike sharing. The traditional new energy automobile factory + operation platform + financial institutions + urban logistics market have formed a new business ecosystem that is about to split. This ecosystem is not done by one enterprise, but a combination of enterprises

imagine that one day: individual drivers in the city don't need to buy cars by themselves, but drive directly on the new energy vehicle platform. All goods source scheduling, vehicle row, supporting charging and other services are provided by the backstage, and the goods source also directly cooperates with the new energy vehicle strategy. In this way, where should traditional urban distribution enterprises go

(V) comprehensive integration of crowdsourcing Logistics: hungry, click me, meituan, flash

crowdsourcing logistics is a market segment ignored by express delivery enterprises such as "three supplies and one delivery", SF. It has flourished in the past three years, forming a new force in urban distribution. Flash delivery is the representative of intra city express; Are you hungry? Hummingbird, dianwuda and meituan are the representatives of crowdsourcing at the end of the last kilometer. Looking at the future trend, opening up to socialization in succession will eat up more market share of urban distribution

(VI) upgrading of large logistics distribution competition: ririshun, Gome Anson, deppon express, SF heavy cargo, JD logistics

large logistics has been ignored in the past. On the one hand, e-commerce express enterprises are used to making small pieces. Small pieces have high profits, less difficulty in distribution and strong versatility. Any courier can do it. With the increasing demand for home appliances, kitchen and bathroom, home decoration, and new retail stores, less than carload enterprises and new express delivery enterprises began to carry out heavy cargo logistics

ririshun is a typical enterprise in which contract researchers in Haier copolymerize L-LA with GA or dl-la to transform large logistics

Gome Anxin and logistics are typical retail e-commerce platform transformation layout bulk logistics

deppon express, SF heavy cargo, Yousu express, etc. are typical enterprises that have shifted from less than carload express to large and heavy cargo logistics

in the future, bulky logistics will become an independent branch. Bulky logistics has its unique particularity, which will involve the integration of delivery and loading, as well as special after-sales services, and will become a new competitive field of urban distribution

(VII) supermarket distribution has been standing in line one after another: several enterprise bosses are too familiar to nominate

supermarket logistics is the oldest urban distribution logistics in China. I myself took root in the urban distribution center in, and did logistics distribution, route optimization and loading optimization with more than 3000 stores in Shanghai. At that time, urban distribution realized the logistics intensification of businesses with multiple brands

today, supermarkets have stood in line with high-quality distribution enterprises in the form of investment. If you do well, I'll invest in you. If I invest in you, don't serve your competitors, otherwise I won't do business for you. This is the status quo of Shangchao logistics, which makes local Shangchao logistics have to compromise

comprehensive analysis: today's traditional urban distribution enterprises are already under siege. Some enterprises are still touting that China's urban distribution has a trillion level urban distribution market. In fact, this market has long been carved up and cut, but they are competing in every retail segment

III. who will dominate the ups and downs of urban distribution in the future

Internet commerce has a firm rule, with a foam in the first half and a reshuffle and integration in the second half. During the foam period, capital, entrepreneurs, industry giants, cross-border fields and so on are intertwined. When it comes to the second half, who can survive, we need to consider the following aspects:

(I) who owns the source of goods

who has the source of goods, who has full say

1. Alibaba and have new retail ownership, so their integration ability will be further enhanced

2. For crowdsourcing platforms such as meituan and hungry, they seize the control of orders in the upstream, and will continue to control this segmented retail and continue to innovate

3. As a third-party resource docking and data operation platform, it is actually difficult for enterprises such as huolala, 58 express and yunniao to control the whole business by technology alone. The way out in the future will be like Didi

Copyright © 2011 JIN SHI