The double 11 in 2020 will come earlier than in previous years. Since November 1, there have been “tailors” participating in the annual shopping carnival. According to the monitoring data of the State Post Office, from November 1 to November 11, China’s postal and express enterprises handled a total of 3.965 billion Express items, of which 675 million were processed on November 11, a year-on-year increase of 26.16%. In this busy hour, a rabbit from Indonesia has become the object of joint suppression by many domestic express companies. On October 19, Yunda express issued an internal document to announce the ban of polar rabbit express. Before that, Yuantong and Shentong express also issued a “ban order” on it. < / P > < p > polar rabbit express is the express company of Southeast Asia’s head e-commerce, and its founder Li Jie is the founder of oppo Indonesia company. It is with the help of oppo’s sales network in Indonesia that Li Jie has been able to develop polar rabbit express into the express leader of Southeast Asia in less than five years. < / P > < p > in 2019, Jitu express began to distribute in China and acquired Shanghai Longbang express, thus obtaining the express business qualification. In March 2020, the telerabbit express will be launched in China. According to its latest brochures, they currently have more than 170 large-scale transfer centers, 600 sets of intelligent sorting equipment, 4000 own vehicles, and more than 20000 outlets, with nearly 300000 employees. < p > < p > after entering the Chinese market, Jitu has been running all the way. However, in terms of the network layout of villages and towns, it is obvious that it has not fully covered it, but has relied on the grass-roots outlets of some other express companies. In the face of competition and blockade of Tongda system, it is a difficult problem to be solved in front of this “rabbit” whether to find a way quickly by low price and rapid expansion, or to stabilize the team of franchisees and improve the quality of service. This year’s “double 11” is the first “big battle” after the Express Express Express has officially entered the Chinese market. An insider told reporters that in order to prepare for the first “double 11” campaign, they also let the management sink to the grass-roots level, work on site, solve problems at any time, and ensure that “there will be no explosion.” However, when logistics companies successively released the data of “double 11”, Jitu said, “we have just launched the network, and there is still a gap compared with the industry leaders, so the data is not referential.” Before that, the goal of Jitu to participate in the “double 11” for the first time was to shock 25 million orders per day. As a reference, on June 18, this year, the single volume of Jitu was 5 million, and in August, it exceeded 7 million. On average, the number of Express delivery in each outlet was about 350 pieces per day. < / P > < p > for a national express company, the number is not much. On the 11th, both Yunda and Yuantong announced that they had received more than 100 million pieces on the same day. Beijing Tongzhou transfer center is located in a logistics park of Yongle store. The working area occupies half of the building. The warehouse of about 10000 square meters is divided into several areas. The south gate is the unloading, sorting and scanning area, the west is the conveyor belt, and the north is the sorting and shipping area. The warehouse with a height of nearly 10 meters enables large trucks to unload directly on the platform, and medium-sized trucks enter the site for unloading. < / P > < p > at the East employee entrance, a temporary desk is placed next to the employee locker. Jitu insiders said that due to the large volume of goods during the “double 11” period, in order to solve the problems in time, special office space was set up here, “on-site disposal”. < p > < p > when the reporter visited Shenzhen, it was already in the warm-up period of the “double 11” campaign. However, there were not many workers working in the warehouse, and the express delivery service on both sides of the north and South was not full. Only a few medium-sized trucks were parked in the middle of the site. According to Jitu insiders, many of their senior executives are from Tongda department and Jingdong department and are familiar with the whole express market. “The network of Jitu express in Southeast Asia has been very mature, with its own network and outlets, as well as couriers.” However, there was no response on the issue of whether the revenue of the extremely rabbit express could cover the cost and whether it could compete for customers by low price. < / P > < p > some logistics experts use “black horse in express delivery” to describe Jitu, and analyze and say, “when the service of the original express service provider is different from the market demand, and it can not fully match, the new platform and new demand will drive the emergence of new and cost control mode.” According to the latest data of the State Post Office, from January to October this year, the total business volume of express service enterprises in China has reached 64.38 billion pieces, up 29.6% year on year. This number has exceeded the total business volume of China’s express service enterprises in 2019. < / P > < p > this county-level network located in Heyuan City, Guangdong Province, opened in December 2019 and closed in October 2020. The comprehensive operating cost has always been in a state of loss, “no money at all.” This disappoints ah Hua. Originally, he thought that a new express company would have some supporting policies, but in fact it is not, “it’s burning money. The company has no support policies for ordinary franchisees.” < p > < p > previously, a Hua had been doing logistics business. When he learned that Jitu had entered the Chinese market, he chose to join it. But now he regrets that if he had joined several express companies, he might have made a profit. < / P > < p > according to the deep-seated reporter’s understanding, a number of extremely rabbit franchisees said that they did not make money and could only barely maintain it. “More delivery, less delivery.” Ah Hua said. However, since July this year, express companies such as Yuantong, Shentong and Yunda have been sending papers within the company to prohibit their affiliated companies from handling the express delivery business in any form. < p > < p > on November 4, Yuantong issued a punishment notice in the intranet, which made a decision to punish 144 branch companies that violate the regulations and act as the agent of polar rabbit business, with a penalty of 30000 yuan. < p > < p > in the view of logistics expert Yang Daqing, it is reasonable for Tongda to require its own franchise outlets to comply with the non competition restrictions. This kind of competition is not only between Tongda system and Jitu, but also between other express enterprises. “It is against the principle of competition for some outlets of franchised express enterprises to solicit the business of competitors for the sake of individual income.” A express enterprise to build brand competitiveness, it needs the whole network consistent brand protection. However, ah Hua doesn’t think that GEE rabbit is “rubbing against the net” — he told reporters that in a region, remote villages and towns may be more than 100 kilometers away from the network. “If the daily volume of goods in these places is only 20 or 30 orders, and the delivery fee is only 20 or 30 yuan, it is certainly impossible for them to deliver them every day. This can only let a third party, that is, Yuantong, Zhongtong, postal, Shunfeng and other outlets of the boss sent Ah Hua explained that the volume of goods in big cities is enough, and each company has its own logistics network. However, at the end of the line, where the volume of goods is small and the losses are serious, they have to borrow other channels. < / P > < p > “this is not called Cen net, it can only be said to be cooperation.” Ah Hua believes that “the terminal network is not directly operated by a certain express company. In fact, it is all cooperative. If we cooperate with Tongda department, we can’t cooperate with polar rabbit. We can’t feel that we have cooperated for a long time. When we meet a new comer, we should think that we have borrowed our own channel. ” A very rabbit franchisee in Shaoxing also said that he was not only the agent of Jitu, but also the express delivery agent of Tongda department. “In some areas where the business is not centralized or less developed, it is difficult for a single business Express outlet to support itself, and there will be a situation in which multiple express companies share the same warehouse, share outlets, and share limited manpower and transportation capacity.” In this regard, Yang Daqing said that it is a reasonable and beneficial exploration for some information platforms or community service stations to carry out collection and distribution services. This situation can not be confused with those advantageous franchised outlets that take over the business of their competitors for the sake of individual income. < / P > < p > in September this year, in the “express bar” of Baidu, a netizen posted a post asking about the express price, saying that “3000 tickets a day are required for cooperative express delivery. Dongyang next to Yiwu has a small pendant, no more than 100g”. The following quotations are Zhongtong 1.65 yuan, Jitu 1.3 yuan and Jingdong 2.5 yuan respectively. In many posts of delivery and quotation, we can see the figure of extremely rabbit. As long as it is a large customer with thousands of pieces, the quotation is basically below 2 yuan. With such a low quotation, gee rabbit has become an unwelcome member in the eyes of peers. It looks like a “price war” to grab customers, but Li Wei, a franchisee in North China, thinks that is not the case. < / P > < p > “the price on the official website is unified, and there are corresponding discounts for major customers. If customers deliver more than 100 pieces a day, they can achieve 5 yuan / piece, and deliver thousands or more pieces a day, and they can also negotiate better prices.” Li Wei revealed that the delivery of more than 1000 pieces can reduce the logistics cost to 3 yuan / piece, or even lower. “We can make money and the customers are satisfied.” < / P > < p > a Tongda franchisee said that the price of a large customer who delivers more than 1000 pieces a day can be negotiated with the company, “3-5 yuan, which can not be ruled out as lower.” < p > < p > ah Hua takes the city express as an example to calculate an account. Generally speaking, a 9.6-meter-long express truck can pull about 6000 pieces per trip. The fixed cost of a monthly express truck is about 20000 yuan. If the delivery fee can cover the cost, then the increase of the delivery fee is profit. “If you receive the goods at the original price, you can only earn 100 yuan if you receive 100 pieces at the original price. If you charge 5000 pieces at a low price, Even if you only earn 20 cents, you can earn 1000 yuan. ” Hua explained that in the case of relatively stable operating costs, the more items received, even if the unit price is low, the profit can not be underestimated. < / P > < p > “in China, there is no price limit for express delivery. As long as the enterprise can offset the cost, it can be low. The rapid rise of polar rabbits shows that there is still demand in the market. Different regions, different commodities and different platforms have different market demands. ” Logistics industry has such a comment. Yang Daqing said that the price war is a competitive weapon that every enterprise will adopt, but the price war in China’s express delivery market is overused to a certain extent. “The bottom ecology of express franchise outlets needs to be cultivated for a long time, but the price war under the money burning mode is the” scorched earth strategy “- which encourages the grass-roots to compete for short-term interests and frustrates the endurance of grass-roots outlets in building service quality.” < p > < p > the reporter inquired on the official website of polar rabbit that the price within 1 kg in Beijing is 8 yuan, that in Beijing, Tianjin and Hebei is 10 yuan, and that in all provinces and cities except Xinjiang and Tibet is 12 yuan. In comparison, if it is an individual Ordinary Express, the price of 30 kg express delivery from Beijing to Dunhuang, Gansu Province is estimated to be 186 yuan, 366 yuan, 192 yuan and 453 yuan, respectively. < / P > < p > at present, there is a base salary for Jitu to recruit couriers. It is understood that compared with other express delivery companies, this is very attractive for couriers, but the base salary and delivery fee are also different in different regions. Take Beijing as an example,