When “double 11” turned into “nunchakus”, Li Jiaqi pulled out a banner and yelled “Chong ah tail money man” to the screen. A big test around logistics was just beginning. Wang an (pseudonym), who works in Beijing CBD, didn’t wait for the milk which has not been moved by the logistics information, but received the response from Mengniu customer service: due to the large amount of orders during the activity, the express warehouse burst, and it may take some time for the product to reach you. < / P > < p > Ms. Feng, who is still working overtime in Nanshan, Shenzhen, did not receive the express phone call. Instead, she only received a short message to remind her of the receipt of the express. However, the signer was a “meter box”, which said: I hope to give the courier five-star praise. < p > < p > the first finance and economics reporter visited many places and found that with the extension of double 11 promotion activities, the service provided in the logistics distribution link has not been effectively improved. < / P > < p > with the increase of express delivery orders, the number of complaints is also increasing. As of 10:00 a.m. on November 6, the complaint statistics of major express companies on Sina black cat platform showed that the number of complaints of Yunda express was 19, and the reasons were “logistics information is not updated” and “no delivery”. There are 18 Yuantong express and 10 Zhongtong express complaints. The reasons also involve “sending the express to rookie post station without permission”, “showing that the express has been signed and received if the express does not arrive”, 6 items of Shentong express and 1 case of Jingdong Logistics. In the past, tmall double 11 had only one day on November 11. This year, it has been divided into two waves. November 1-3 is the first wave, and November 11 is the second wave. This means that this year’s double 11 is three days more than in previous years, and consumers can pay the balance of pre-sale goods on November 1 and receive the goods 10 days in advance. Jingdong last year’s double-11 lasted from November 1 to November 11. This year, it opened on October 21, stretching its span to 22 days. < / P > < p > with the increasing uncertainty of the epidemic situation and economy, from the perspective of the seller and the buyer, the investment and consumption potential are constantly being eroded, and it is reasonable to expand the capacity in time dimension. < p > < p > on November 1, in less than 2 hours, 100 brands, including apple, L’Oreal, Haier, Estee Lauder, Nike, Huawei Midea, Lancome, Xiaomi, Adidas and other 100 brands, exceeded 100 million yuan on tmall platform. Among them, beauty makeup and 3C household appliances brands contributed the most. On November 1, Jingdong’s turnover increased by more than 90% year-on-year, and core categories such as 3C household appliances and FMCG continued to take the lead. According to Bian Zuodong, deputy director of the market supervision department of the State Post Office, the peak season of this year covers 103 days from the beginning of November to the eve of the Spring Festival (February 12, 2021). The peak of peak season will appear in the “double 11” period (November 11 to 16), and the daily average express business volume is expected to reach 490 million, about twice the daily business volume. < p > < p > on November 5, the logistics data released by Jingdong express showed that during the double-11 period, the single volume of personal express business of Jingdong express continued to maintain a high-speed growth momentum, with a year-on-year increase of 101%. “Overall feel double 11 single volume is 50% higher than daily, but the courier income is also tens of thousands, before the income was not more than 10000.” A Jingdong logistics courier in Beijing told the first financial reporter that for the delay of Jingdong express, he said that the normal situation is to deliver the next day; unless the customer requests to put the express cabinet, it will generally deliver the goods to the door. < / P > < p > “I received a text message asking me to pick up the express at the rookie post station. If I asked to deliver it to my door, I could wait at least three days later during the double-11 period.” Liu Xian (pseudonym), a resident waiting in line, told reporters that the express delivery volume was large during the double 11 period, and some had blocked the corridor. At present, the express companies cooperating with rookie station include Shentong, Yuantong, Zhongtong, Huitong, Yunda, etc. < / P > < p > with the increase of double 11 orders, users in Beijing, Shanghai and other places told the first financial reporter that after 10:00 p.m., there are still many express delivery companies knocking on the door to deliver them without notice. Sometimes it doesn’t deliver too much at night Qian Yuan (pseudonym), a Zhongtong courier working in Putuo District of Shanghai, told the first financial reporter. For those who may affect the normal rest of the recipients, Qian Yuan said that they usually call the recipients and send short messages to communicate, and put the express delivery in the express cabinet. “During the period of double 11, we generally understand.” A Shunfeng courier working in Chaoyang District of Beijing told the reporter that since the double 11 arrived earlier this year, the daily single volume is almost twice as much as usual. They arrive at the company at 6:00 a.m. every day. They are loaded at 8:00 p.m. and delivered after 10:00 p.m. In the face of a full car of express, he said to reporters: “delivery can not finish also send.”. < p > < p > according to the “2019 national survey report on the career of express employees” (hereinafter referred to as the “report”) released by China Post Express News Agency, 46.85% of China’s express employees work 8-10 hours a day, 33.69% of them work 10-12 hours a day, and nearly 20% of them work more than 12 hours. < / P > < p > however, under such a high load of distribution pressure, the delivery costs of couriers are not optimistic. At present, China’s courier wages are usually piecework wage, which means that the wage is closely related to the quantity of delivery. According to the latest financial report of Tongda express company, the price of single receipt is generally more than 2 yuan, which includes all costs of receiving, transferring, trunk line and delivery. The reduction of courier delivery cost is an epitome of the price war between private express enterprises. As a result of the “price war”, the “cake” left at the end is getting smaller and smaller. Zhao Lin (pseudonym), a courier who has left Zhongtong, told reporters of the first finance and Economics: “in the past, the cost of express delivery was 1.4 yuan / piece regardless of the size of the package. Later, it was said that it would be reduced to 1 yuan / piece, which led to the departure of many couriers.” < p > < p > Chinese private express enterprises mainly adopt the operation mode of joining in. Facing a large number of e-commerce customers, in order to firmly grasp this “lifeline”, enterprises can only achieve the purpose of seizing market share by controlling the service price. < / P > < p > in the case of service price reduction, it is difficult to guarantee the quality of logistics services provided. There are some phenomena such as delayed delivery, or the package is signed by heating well, electric well box, doormat, etc. On November 2 of this year, the topic of “what have you signed for express delivery” was launched on Weibo, causing 220 million reading and 17000 discussion. Zhao Zijing, an assistant researcher at the new media think tank of people’s daily.com, said that the e-commerce industry seems to have ushered in a favorable era with the advance of double 11 this year, but many netizens have reflected that the express delivery on the double 11 is slow this year. After the epidemic, China’s economic recovery, more and more people joined the “tail money” army, but this also exposed the vicious competition problems in the express industry. The consequences of vicious competition in the industry may eventually be passed on to employees and consumers. Many consumers have reflected on the problems of poor express service and lost items. The relevant departments should consider intervention, improve industry standards, guide reasonable competition, and protect the rights and interests of all parties. < p > < p > CITIC Securities believes that the express industry is currently in a critical stage of integration. It is expected that the industry price war will continue to maintain this year’s intensity next year. The performance of Zhongtong will decline slightly, Yunda, Yuantong or small profits, and the losses of Shentong and Baishi will increase. Global Tech

By ibmwl