The transaction volume of the whole network was 410.1 billion yuan, and there were 1.292 billion packages from tmall alone, which were two important figures of last year’s double 11. This year, it is expected to be higher. This is a carnival of e-commerce retail industry, and also a feast of logistics industry. Express companies, large and small, have been sharpening their swords. The knife is not aimed at pigs and sheep, but at the man with a bowl ready to divide the pork. < p > < p > on October 19, Yunda issued the “notice on banning the agency of polar rabbit business in the whole network” on the intranet, officially blocking the express delivery of polar rabbit. It is reported that Shentong and Yuantong have issued similar notices. However, it is not only the extremely rabbit that has a hard time. At the end of the whole logistics network in China, the outlets have closed down, the couriers’ strike and the collective resignation are constantly coming. Tiktok,

meet the eye everywhere, despite the fact that all couriers have denied the strike. But they are searching for keywords in the Baidu and the post bar. < / P > < p > in 2019, China will send 63.5 billion express delivery items, and the market scale of express delivery industry will reach 749.78 billion yuan. It is estimated that the industry will maintain a 20% growth rate in the next five years, with an annual increase of about 10 billion pieces. Not long ago, on October 18, before the advent of the e-commerce Festival at the end of this year’s “double 11” and “double 12”, China’s express business volume reached 60 billion pieces, nearly equal to the total volume of last year. < p > < p > since the outbreak of the epidemic in January, on the one hand, online consumption has soared, and the logistics demand is strong; on the other hand, highway toll free nationwide, combined with the drop of oil price, and the drop of express delivery cost. However, it is not good for us. The sharp increase in demand stimulated the ambition of major express companies to strive for market share, which led to a fierce price war. According to the business index express of Yunda in September, the unit price income of each express was only 2.15 yuan, a decrease of 31.31% year-on-year. The two indicators of Yuantong express are 2.18 yuan and 20.38% respectively, while those of Shentong are 2.18 yuan and 22.70%. < p > < p > even SF express, which takes the high-end route, has not been spared. In September, the single ticket income of SF express was 18.47 yuan, down 15.16% year-on-year. According to the data of the State Post Office, in the first half of the year, China’s express delivery business volume increased by 22.05% year-on-year, however, the express business income only increased by 12.57%, while the growth rate of business volume and business income in the first half of 2019 was 25.7% and 23.7% respectively. < p > < p > in comparison, the scissors gap in the volume and revenue structure has obviously expanded this year, so that it has fallen into a strange circle: the business has expanded, the express delivery has been more, but the income has not been growing. < p > < p > take Yiwu as an example, it is a world-famous small commodity distribution center, and also the “central battlefield” of express price war. According to the statistics of Jinhua Daily, China accounts for more than half of the global express business volume, Zhejiang Province accounts for 1 / 5 of the National Express business volume, and Yiwu accounts for 30% of Zhejiang’s express business. < / P > < p > looking back, Yiwu’s express price war was first triggered by the “average price sales” strategy of Baishi Huitong in 2013. Low price competition is like Pandora’s box. Once it is opened, the devil will never go back. In June 2013, the average price of each express delivery in Yiwu was 6 yuan. Since then, the price began to decline at an average rate of 0.6-0.8 yuan per year, until 2019, the minimum dropped to 1.2 yuan, falling below the bottom line of cost. < / P > < p > as a matter of necessity, in July 2019, the responsible persons of various express delivery enterprises gathered in Yiwu for negotiation, and reached a consensus that the minimum single ticket price should not be less than 2.2 yuan, which was the temporary truce. < / P > < p > on November 12, 2019, in Yiwu, Zhejiang Province, the day after the double 11, workers in an express sorting center in Yiwu were rushing to process the express mail. < / P > < p > in March, a message appeared in Yiwu express cattle group: “the express is from 8:00, welcome to contact.” Simple 9 words, but filled with a strong smell of gunpowder smoke. The average price of Yiwu express dropped from 3.41 yuan in January to 2.91 yuan in August. A person in charge of Yiwu Express Industry Association once disclosed to the media that the labor, network and material costs of an express to Jiangsu, Zhejiang and Shanghai exceeded 3 yuan in any case. It can be seen that under the low price competition, the express from Yiwu will send one order and compensate one. < / P > < p > for the express companies participating in the bloody war, Yiwu is like a wound of continuous blood loss, which needs other parts of the national network to extract fat and thin, subsidize the cost, and support collectively. < / P > < p > you must be able to experience this strong change: four or five years ago, express delivery would be delivered to your door. Now, except for self operated express delivery such as SF and JD, other packages are basically left at the post station or collection point and picked up by yourself. Many people will complain about couriers and outlets for this, but the effect is very little, and the general trend of no more door-to-door delivery is irreversible. < / P > < p > as a result of the drop in the price of single piece express delivery, the result is that the courier has to be responsible for more and more Express items every day, but the single ticket delivery fee is less and less. < / P > < p > in the past, when you deliver goods to your door, you earn 1 yuan for each delivery. As the distribution fees in some areas are continuously reduced, you can earn 8 yuan or even 4 yuan. If you don’t try to save the delivery time of a single piece and fail to complete the performance, it will be even more fatal – a fine. < p > < p > Dahe, the person in charge of the express delivery network in a county of Fujian Province, calculated the reporter’s account. If a courier wants to earn 6000 yuan a month, he has to complete at least 300 pieces of delivery a day, after deducting the necessary SMS fees, telephone charges and fines. A phone call lasts 30 seconds, 300 calls are completed for 3 hours, and the delivery is delivered to the door. It takes at least 5 minutes to go up and down the stairs at a time, which is an impossible task. < / P > < p > either they are unable to complete their performance and are fined by the company, or they are not sent upstairs and complained by consumers and then fined. “Dahe” summary, other industries are more work, while the express industry is less punishment more. < / P > < p > < p > the cost of profit separation from the price war of express giants, together with the consumer dissatisfaction caused by the decline of service quality, is ultimately transferred to the courier at the end of the network. < / P > < p > a person in charge of the grass-roots outlets of Zhongtong express, who has eight years of work experience, told the reporter that in the past, 4000 pieces of express were sent one day, but now 6000 pieces are needed to be sent to keep the same income as before. With increasing pressure, he intends to “work until the end of the year.”. In a word, there is no shortage of people in China If you quit, you can always find someone to do it. It’s safe for the express company. < p > < p > since this year, there have been 23 strikes in express outlets that have been publicly reported, and countless have not been reported in newspapers. Pile up like a mountain hand, tiktok, and search for the key to “strike strike”. You will find that the unpackaged parcel is piled up in different places. According to the reporter’s observation, the collective resignation of couriers and the suspension of outlets are mainly concentrated in the second and third tier cities in the central and western regions, and the companies of franchisees are mainly concentrated in the “access system” with fierce competition. Public reports also confirm this. In March, express franchisees in Hunan, Henan, Jiangxi and other places issued a joint statement. They decided to suspend the collection and delivery of express because the delivery fee was lowered and could not be turned around. In April, several franchisees of Tongda department in Huangchuan County, Henan Province announced that they decided to stop their work from the 17th due to the great pressure of operation due to the reduction of distribution fee to 6 jiao. They did not accept all the penalties imposed by the headquarters for their delays and complaints. < / P > < p > continuous blood loss at the end of capillaries can cause fatal damage to a large and sound body over time. Because, the survival of the express industry lies in the network, the survival of the network lies in the end, in a network of outlets, lies in every in-service Express staff. In an interview with the media, Yang Daqing, a special researcher of China Logistics Association, analyzed that the frequent turnover of couriers and difficulties in the operation of outlets were due to the increase of business volume of outlets, but the decline of profits, and the emergence of new external competitors in the express industry. Rabbit, founded in Indonesia in 2015, began to lay out the Chinese market in September last year. Pinduoduo, known as pinduoduo in the express industry, is not only surprisingly consistent with pinduoduo in terms of its strategy to capture the sinking market, but also one of the main business sources of Bitu in the market environment of “Tongda system” invested by Alibaba and Jingdong self built logistics network. < / P > < p > < p > Jitu express is parasitic on the network of access system. It expands savagely and pursues the method of price war, which makes other e-commerce giants alarm. Because the rabbit’s hand is the last piece of cake that has not yet been fully divided – sinking the market. < / P > < p > even Shunfeng and Jingdong, two high-end distribution brands, are also coveting this cake. The franchised express established by the two companies this year launched their network nationwide, focusing on the low-cost logistics market, namely, the Fengwang express of SF group and the mass post express of Jingdong department, which made the “Tongda system” vulnerable. As a word that has been very popular recently, the “internal volume” of express delivery industry has reached the level of “hurting the enemy by one thousand and losing eight hundred by itself”, and the “volume” is endless. < / P > < p > on October 20, the State Post Office held the mobilization and deployment meeting of express delivery service guarantee in peak season in 2020. It was required to ensure the service quality and terminal network stability, strictly keep the bottom line of security development, put an end to price war and bill brushing, and put quality “double 11” into practice. < / P > < p > compared with previous years’ emphasis on ensuring that the whole network will not be paralyzed, this year’s “double 11”, the state post office pays more attention to the stability of the terminal network, attaches importance to the service quality of express service, puts an end to low price competition, and guides healthy development. Although the digital management of logistics industry is more advanced and convenient, it still needs a lot of human resources to “get through the last mile”. The benign business competition should never squeeze the living space of front-line employees at the cost of people-oriented. < / P > < p > in fact, the wish of the express delivery staff is very simple. Just like a message in the post bar, he thought “nothing more than to earn some hard money, ride a bike to deliver goods safely, and strive to make yourself live better”. Apple extends AppleCare + purchase period: users can decide within 60 days