In addition to the successive half yearly reports, there have been several big news in the logistics industry in the past month. First, Jingdong and Shentong stopped cooperation and kicked the latter out of “brothers” group chat; then, Wang Wei, the president of Shunfeng, issued a total of 500 million yuan red envelopes to all employees; then the “false news” turned into a real announcement. Alibaba spent 6.6 billion yuan to increase its 12% stake in Yuantong, and real gold and silver smashed the share price all the way. < / P > < p > it is worth noting that the story of Jingdong and Shentong has a follow-up. One idle fish seller told Sina technology that it has been unable to deliver goods through Jingdong express. “Although I couldn’t see the logistics situation before, it was no problem to upload the order number. Yesterday I tried it, and it showed that” the waybill number does not conform to the rules “. If you have to use Jingdong express, you can only choose” no delivery “and abandon the normal delivery process.” < p > < p > behind the noise, the logistics industry has formed a trend of Alibaba, Jingdong and Shunfeng. However, different from Jingdong and Shunfeng’s insistence on large-scale investment, Ma Yun once said that “Alibaba does not do logistics”. However, logistics is one of the foundations of e-commerce transactions. The evolution of business flow affects the changes of logistics. Alibaba needs a breakthrough fulcrum. < / P > < p > finally, the rookie takes off. All the guests are allies. After drinking, the next battle is to join the system to go all directions of the Tongda system – Alibaba does the work of dispatching troops. < / P > < p > in fact, the seven years since the founding of the rookie is also the seven years of Alibaba’s logistics make-up course. In addition to your honeymoon trip, there was also a period of fierce cold war. In the process of opening up, friction, competition and cooperation, Alibaba and its Tongda department will face the measurement of gain and loss. What can be determined is that logistics is a link that Alibaba must continuously and deeply participate in, and Tongda system is destined to meet both sides of a coin – gifts from Alibaba and the price on the gift label. < p > < p > < p > in the book “the true story of Alibaba”, Ma Yun once said that there was a directional problem in JD: the self built logistics mode was too heavy and the personnel cost was too high, which would be unbearable in the future. < / P > < p > you can not build your own logistics, but you can’t stand idly by. In 2013, Alibaba took the lead in the establishment of “rookie Network Technology Co., Ltd.”, positioning itself as a social big data logistics collaborative platform. Its shareholders from Yintai, Fuchun group and Fosun Group to Shunfeng, Shentong, Yuantong, Zhongtong and Yunda, included half of China’s logistics industry. Among them, Alibaba’s tmall invested 2.15 billion yuan, accounting for 43% of the shares; SF, Shentong, Yuantong, Zhongtong and Yunda invested 50 million yuan, accounting for 1% of the shares. < / P > < p > a logistics network named “China intelligent logistics backbone network” was launched. Ma Yun’s expectation is that “any commodity can be delivered within 24 hours through this network”. Alibaba has laid the dominant position in the electricity supplier industry through Taobao, Tmall and Alipay. Next, the urgent need to solve the logistics problems, including double 11 warehouse, is to really enroll businesses and users. However, the novice is not the first player in Alibaba’s logistics game. As early as in a strategic seminar in 2007, logistics was regarded as the bottleneck of e-commerce and became the focus of participants. In 2008, Alibaba, together with Foxconn, invested $15 million in Baishi, followed by five capital increases. So far, Alibaba’s stake in Baishi is 33%, the largest shareholder with 46.2% voting rights. However, the rookie at the starting point has only one card in his hand – technical ability, and shareholders obviously have their own plans. Chen Dejun, chairman of Shentong, once said that the two sides had totally different ideas and participated in it only because of “giving face”. This also foreshadows the future layout of logistics hub, warehousing and supply chain, intra city distribution, intelligent scheduling and other businesses for rookies in the future. After all, only with hard wings can we fly further. In an interview with Sina Technology, Yang Daqing, an expert in the logistics industry, analyzed that it is a trend for Alibaba to pay more attention to logistics services. Especially in the context of new infrastructure construction, physical and chemical resources are the key carrier of digital logistics, and Alibaba needs to have a certain degree of control over the core enterprises of the ecosystem. “What changes is Alibaba’s distribution of benefits to the logistics ecosystem, and what remains unchanged is its strategic positioning and ultimate goal.” This is also reflected in Alibaba’s investment in logistics enterprises. In addition to Baishi, there are Alibaba behind Shentong, Yuantong, Zhongtong, Yunda, etc. with the settlement of Alibaba’s increase in Yuantong, its shareholding proportion in Tongda system is in descending order of Baishi 33%, Yuantong 22.5%, Shentong 14.6%, Zhongtong 8.7% and Yunda 2%. In addition, through a series of actions, such as investment in card bank Tianxia, diesifang, Beiling technology, the wholly-owned acquisition points of Aida and Xinyi technology, and the merger and acquisition of Shanghai Vientiane, Nanjing Shengbang, Chengdu Dongjun, Zhejiang sesame open door and Shaanxi huangmajia, the rookies have gradually enriched their layout in the fields of trunk transportation, cross-border logistics, landing distribution and warehousing operation. < p > < p > in Yang Daqing’s opinion, Alibaba’s investment has two meanings, one is financial investment, the other is cooperation link. For example, as a financial investment, Tantong is the only airline in the Ali express company with a larger value-added space. After squeezing out part of the valuation bubble, it is buying at that time. As a tie of cooperation, Alibaba investment has not gained the controlling power, and capital support is more conducive to deepening trust between the two sides. < p > < p > under the label of “technology company”, the rookie not only invested heavily in the partners, but also established the direct marketing and landing distribution brand “danniao” – now renamed as “rookie direct distribution”, which was integrated by the above several landing distribution enterprises. < p > < p > interestingly, when Alibaba’s logistics strategy has changed from light to heavy, Jingdong, which used to be “hardworking”, launched the “public post express” trial franchise system, focusing on the sinking market and economic business development. Its service products mainly focus on 3kg small pieces and e-commerce packages. The market positioning is domestic e-commerce platform, micro business and micro stores, new e-commerce, professional market and retail investors. < / P > < p > and SF, after launching Shunxin Jetta in 2018 and making efforts to join the franchise system, recently, SF was exposed to establish a new e-commerce express network, open outlets to join, and the first batch of Shunxin Jetta franchisees will be established. Zhao Xiaomin, an expert in logistics industry, stressed to Sina technology that this is actually a process of ebb and flow. The market is constantly changing, and enterprises will make different choices at different stages in order to seek the best mode to cope with the current situation. “Alibaba’s strategy in the general direction of logistics has not changed, and some parts have indeed been adjusted. The problem facing JD logistics is that it needs to complete the IPO as soon as possible, and then discuss the scale and market share plan for the next step.” < p > < p > in 2016, Liu qiangdong commented on rookies in the CCTV dialogue column, saying that it was essentially building data systems on several express companies. “To put it mildly, it is to improve their efficiency; to put it worse, most of the profits of the last few express companies will be absorbed by the rookies.” < p > < p > the rookie’s retort is not polite. In addition to classifying Jingdong as an enterprise whose vision is only to extract profits from its partners and feed itself, he also sent a sentence to Liu qiangdong: “don’t worry, it’s no use being anxious.” < / P > < p > the spit fight is just the tip of the iceberg. In June 2017, Alibaba and Shunfeng fought each other, accusing each other of cutting off the data interface. Then, the two camps began to stand in line, and Jingdong, Tencent, meituan, Suning, etc. ended in succession. As the war escalated, the state post office had to mediate. In August of the same year, Jingdong terminated cooperation with Tiantian express and Baishi express, and attributed the suspension to “poor comprehensive service quality and violation of platform rules”. < p > < p > in July this year, Jingdong and Shentong stopped cooperation, causing widespread concern. According to Jingdong, Alibaba Group has become the actual major shareholder of Shentong express through strategic investment, but Jingdong’s demand for cooperation in Alibaba’s e-commerce platform has not been responded to, which is regarded as the crux of the failure to renew the contract on the premise that the cooperation has expired. But the deeper reason is actually data. Big data is not only the core driving force of integrated supply chain services under the new retail banner, but also represents the control and discourse power of the industry. < / P > < p > a Jingdong Logistics related person disclosed to Sina technology that the purpose of notifying merchants is not to prohibit the selection of Shentong, although the order information will not be displayed in the system, the merchant can still send the message. Now, it’s not in line with the rules of “Jingdong express” and “ice fish” in the “leisure” column. < / P > < p > for the Tongda system, there is no dinner for no reason. Getting on the giant ship of Alibaba means a large number of e-commerce packages. However, the other side of the increment is a vicious circle of homogenization of business and narrowing of profit space due to high dependence on e-commerce products. Four years ago, Liu qiangdong pointed out that the Tongda department was very clear about the possible results of cooperation with rookies, but it had no ability to leave. “Because the lifeblood is caught in the other party’s hands, if you don’t do this and immediately kick you out, you may not have 50% of your package.” However, even if we hold on to Alibaba, we can not fundamentally solve the development dilemma faced by Tongda system. Financial reports show that, in addition to Yuantong and Zhongtong achieving double growth in revenue and net profit, the performance of other enterprises is unsatisfactory. Shentong’s revenue in the first half of the year was 9.25 billion yuan, a year-on-year decrease of 6.21%, and the net profit was 70.6 million yuan, with a year-on-year decrease of 91.51%. In the first half of the year, Yunda’s revenue was 14.3 billion yuan, a year-on-year decrease of 7.95%; its net profit was 680 million yuan, a year-on-year decrease of 47.47%; Baishi’s revenue in the second quarter was 8.418 billion yuan, a year-on-year decrease of 4.2%, and a net loss of 30.9 million yuan. < / P > < p > however, the single ticket income of express delivery is still declining, and the drop rate of Tongda system is more than 20% compared with the same period of last year, and the single ticket income has approached 2 yuan. Among them, Yunda’s single ticket income was 2.01 yuan, with a year-on-year decrease of 36.19%, with the largest drop. < / P > < p > in order to compete for market share, Tongda system had to fight for price war, which also caused the embarrassment of rapid business running and hard to recover profits. A Fuzhou Yuantong courier told sina science and technology that since August last year, the local distribution subsidy has been reduced to 1 yuan / piece, which was originally the level of courier payment. “The company squeezed the outlets, and the outlets squeezed us again. After the distribution fee dropped to 0.8 yuan / piece, many people quit their jobs.” A Beijing Shentong express in an interview with Sina Technology also lamented that since this year, the couriers in his area have been changing, and he does not know how long he will persist after taking over. In Zhao Xiaomin’s opinion, this is equivalent to the risk of price war being transferred to the outlets. He predicted that the price war will continue for 8-9 months, and in the next year, the turbulence of outlets may become a normal. < / P > < p > making money is no longer as easy as it used to be. While rookies provide information services for the access system, they also bring a lot of troubles and challenges. Yang Daqing believes that this is the two sides of the same coin, which will inevitably bring some enterprises’ strategic passivity in the construction of ecological bundling. These are alliances with rookies