On September 27, a good friend sent Lin Xu (not his real name) the first crop of winter jujube in Shandong, and told him to deliver it in three days at most. At that time, the package was expected to arrive on September 30. At first, everything seemed to be progressing normally, and the parcel arrived at the Shanghai transfer center on September 29. Lin Xuyuan thought he could receive the goods the next day, but it was empty. < p > < p > < p > the package was continuously rotated in several transfer centers in Shanghai until October 2. The order showed that delivery was arranged after the festival, but Shentong did not call during this period. < p > < p > Lin Xu began to feel annoyed. It took only two days to transport the package from Shandong to Shanghai, but the package stagnated in Shanghai for more than five days. On October 4, eight days after his friend sent it, Lin Xu received the package. The original crisp winter jujube had wrinkled skin. Lin Xu’s experience is not an example. Recently, netizens have reported that Shentong, Yuantong, Yunda, Baishi and other express delivery companies are experiencing delivery delays and stagnation, and complaints are on the rise. On October 11, even the media broke out that Yunda express Changsha guanshaling service station caused a large number of delivery delays and lost items due to poor management, and even owed employees several months’ wages. < / P > < p > on October 20, the pre-sale of double-11 will open, and the peak season of express delivery industry will come. According to the State Post Office, the volume of express delivery business in October will increase by 35% year-on-year. Just, after the industry warms up, will your express delivery be frozen? According to the data of the State Post Office, the express business volume of Yiwu City in the first three quarters of this year reached 5.972 billion pieces, ranking first in China. However, Yiwu’s total revenue from express delivery in the first three quarters was 19.44 billion yuan, ranking sixth in China. Based on this calculation, the average price of Yiwu express is 3.26 yuan. < p > < p > during the double 11 every year, the drama of various express companies competing for Yiwu market will always be staged. It’s just that the price war has come earlier this year. Affected by the epidemic situation, in March Yiwu exposed the news that the unit price of several express franchisees was reduced to 0.8 yuan per unit. < p > < p > nowadays, the smoke of gunpowder is still in the air. “It times” reporter as an e-commerce seller in a QQ group contacted a number of Yiwu express franchisees in charge. What price can customers get for small headwear with average weight less than 0.1 kg, delivered to the whole country and with an average daily average of 2000 orders? The person in charge of Yunda first gave the price of 1.75 yuan per order. The price of Yuantong and Jitu are 1.65 yuan / sheet and 1.5 yuan / sheet respectively. The price given by Shentong is 1.4 yuan / sheet. The price goes down step by step. < / P > < p > this is not the most exaggerated. An e-commerce seller in Yiwu told reporters that if you want to get a lower unit price, you can choose to send the goods when loading at the site. “After the truck is full of large items, there is still room for small ones, and the price is often only a few cents.” This is their way of “collecting wool.”. < / P > < p > this is a money losing business. According to the semi annual report data of Yunda, Yuantong and Shentong, the unit cost of the three companies in the first half of the year was 2.18 yuan, 2.13 yuan and 2.52 yuan respectively. A Yiwu Yunda franchisee told the IT times that even if each charge is 1.75 yuan, the site is still losing money. < / P > < p > under the price war, express franchisees “just meal” has become a problem. According to “it times” reporters understand, in recent days, Yiwu Yuantong, Yunda sites have appeared a small price rise, Yuantong, Yunda each single rose 1 Mao. “I can’t lose it.” Yiwu Yuantong franchisee said. < p > < p > on October 20, A-share express companies successively issued business operation briefs. After combing the relevant data, it times found that in September this year, the single ticket income of Shunfeng, Yunda, Yuantong and Shentong were 18.47 yuan, 2.15 yuan, 2.18 yuan and 2.18 yuan respectively, with a year-on-year decrease of 15.16%, 31.31%, 20.38% and 22.7%, respectively. < / P > < p > turning point in price war? It seems that everything is still unclear. Shen wanhongyuan pointed out in a research paper that the duration and intensity of the price war in the express industry this year exceeded those in previous years. < p > < p > on October 19, a person in charge of Yiwu 23 Li Yunda published a recruitment message in the circle of friends, with a monthly salary of 6000-8000 yuan. And another Yunda express site is also recruiting packers, with a base salary of 4000-5000 yuan, including food and accommodation. < / P > < p > “seriously go to work (salary) 8000 +, work hard (salary) more than 10000, don’t want to go to work, wages are not capped.” This is a recruitment slogan released by a Yuantong franchisee in the circle of friends. However, according to the reporter’s observation of it times, compared with the crazy recruitment of express delivery sites in previous years, the recruitment efforts this year are obviously much smaller. < / P > < p > “this year, we have increased the intensity of punishment. If we include the complaint fine and various punishment indicators, the actual number of site staff is less than 10000.” A Putuo District Yuantong stationmaster said frankly. < p > < p > it’s not only Yuantong. A younger brother of Shentong told the reporter that he worked 16 hours a day in a row. Just because he took an extra day off, his salary was deducted by 300 yuan that month. It was not easy to get more than 10000 yuan a month. < p > < p > in July this year, CCTV reported that the delivery fee for the express delivery brother was only 0.4 yuan, and after deducting the telephone charges and other expenses, it was only 0.25 yuan. < p > < p > a Zhejiang Tongda Express (Shentong) younger brother has calculated an account for the reporter. If 10000 pieces are delivered, the previous income will be 10000 yuan. However, after deducting the cost of smart cabinet and post station, the actual amount will be about 6000 yuan. But now the same workload, only half of the previous. They have to send more orders. As a result, they can not break away from the shackles of reality surrounded by impatience and fatigue, and they can only quietly become pressure bearers under the price war. < / P > < p > recently, there were rumors on the Internet that several express companies were on strike, but the four links and one access official denied it. Thinking about the logic behind the rumor may be netizens’ guess on the survival dilemma of young brothers. In fact, this year’s express delivery industry is not peaceful. In June this year, a netizen published a sealed document of Yunda Yongzhou franchisee in Zhihu, which claimed that Yunda headquarters lowered the distribution fee without permission, resulting in the loss of franchisees, and many franchisees decided to stop sending. However, a Taobao seller told the IT times that in September, he encountered a delay in delivery of more than 10 express deliveries due to the running of Baishi site. Behind the running of the site, there is no choice but to pay the express brother in arrears. < / P > < p > in a Shanghai Express exchange group, some netizens shared an hourly salary of 21 yuan, worked 8-10 hours a day, and worked six days off. Some netizens also published the recruitment information of Changshuo. < / P > < p > it’s just that sometimes, there’s silence in the group. Confused and tangled in front of the express brother. One delivery brother has not thought about the future, and another said he wants to deliver the delivery. The epidemic has accelerated the competition in express delivery industry, and the price war of “four links and one delivery” has started in the first half of the year. This brings express site franchisee to run a lot of news. The pressure is transmitted to the end of logistics, which is the survival dilemma of express buddies. The shortage of manpower, the low efficiency of distribution and the impending conflict. < p > < p > the double 11 every year is a big test for four links and one access. The test questions are the control of market share, distribution efficiency and cost. However, this year’s “candidates” seem to be more difficult. The more they give away, the more they lose, the more they lose, and there will be no “eggs” in the price war. < / P > < p > since its establishment in 2012, Jingdong Logistics has been playing a role of commodity distribution on Jingdong platform. However, since October 2018, Jingdong Logistics has launched personal express business. In the first half of this year, Jingdong was born as “Zhongyou post”. Different from Jingdong Logistics’s self operated form of heavy assets, Zhongyou adopted the common franchise system of “four links and one access”, focusing on the sinking market. It is no coincidence that SF express, which has previously focused on medium and high-end customers, established Fengwang express with CICC in April this year. Since then, it has been reported in the media that Fengwang express will give priority to building a franchise network among the franchisees of Shunxin Jetta, the Express brand of SF, and is expected to launch the network test before the double 11. < / P > < p > this means that JD and SF will further squeeze into the personal business and sinking market track, which was originally the best business area of four links and one access. At the end of August this year, Jingdong announced that it would stop the express delivery companies including Shentong, so that competition and standing in the queue have been put on the surface. < / P > < p > if we choose the latter, we may have an opportunity. On the evening of September 21, Shentong and Yuantong announced that Alibaba had increased its shareholding information. At present, Ali holds 25% shares of Shentong and 22.5% shares of Yuantong. In addition, Ali is currently the second, seventh and first largest shareholder of Zhongtong, Yunda and Baishi. < p > < p > some analysts believe that Ali’s strategy is to gain some influence through a small number of shares in the head express companies, and increase the share-holding proportion of weak express enterprises, so as to form a restraint on the head enterprises and avoid the emergence of industry giants not affected by Ali. < p > < p > at present, the relationship between rookies and “four links and one access” is mostly technical support. On September 20, rookie announced the brand upgrade and planned to realize the on-demand door-to-door delivery service for C-end in the next year. Tongda system completely abandons its own system and only provides distribution service, while the novice provides technical support, which may be a feasible development mode in the future. However, with the help of novice technology, can Tongda system improve its cost, efficiency and service quality? Can technology control the franchisee and express brother at the end of logistics? Everything is still unknown. But it is certain that the future logistics industry will form a tripartite situation of Jingdong department, rookie department and SF. Spontaneous combustion at a Guangzhou Motor vehicle intersection and other traffic lights in Shenzhen