Is it easy for SF Express to enter the express market？

[Truck House Logistics] Now, we say that the boundaries between express delivery, express delivery and small ticket LTL in the logistics industry are becoming more and more blurred, which also means that the competitive pressure of logistics enterprises in different segments has become greater. In order to expand their market competitiveness, the business scope between logistics enterprises began to expand.

For example, Debon, Yimi Tick Tick, Yousu, Anneng, etc., constantly refine their product weight, service scope, catch-up timeliness and so on in the field of express delivery.

● 　SF Express Brand Release Solve the problems of factory warehouse, warehouse and warehouse shop

In order to cope with the visible competitive pressure in the future, SF also invested 50 million yuan to set up Shenzhen SF Express Co., Ltd. (referred to as SF Express)

SF Express said: SF Express is a sub-brand that is more focused on efficiently solving specific logistics business scenarios such as customers’ warehouses, warehouses, warehouses, e-commerce and daily parcels.

People in the logistics circle should be no strangers.As early as March 2018,SF Express has already started to lay out its express business. SF Express acquired Guangdong Xinbang Logistics and established an independent brand of "Shunxin Jetta" express business.

It stands to reason that SF has already laid out its products in express delivery, so why should it establish a new brand? And does the establishment of SF Express have any impact on the business of Shunxin Jetta?

● 　SF Express’s four products serve a minimum of 20KG.

According to the announcement issued by SF Express, SF Express’s products are divided into:Heavy cargo parcels,Small ticket LTL,Big ticket LTL,Heavy goods are specially transported, and the service range provided is at least 20KG.

1. Heavy cargo parcels: provide one-stop home delivery service for large parcels of 20-100KG, which canTiming delivery.

2. Less-than-carload receipt: provide comprehensive logistics services for goods of 100-500KG.

3. Less-than-carload: provide door-to-door services for warehouses, warehouses and warehouses for goods of 500-3000KG.

4. Special transportation of heavy goods: provide vehicle transportation services for goods over 3 tons. In addition,It also provides value-added services such as insured transportation, packaging scheme and payment collection.

Judging from the business products announced by SF, the products in the express field have achieved full coverage, and its purpose is self-evident.

● 　Comparison between SF Express and Shunxin Jetta’s business model: Who is the biological one?

Seeing the products of SF Express, many logistics people have to discuss. Where will SF Express put Jetta? Are the two sectors business integration or independent operation? What is the operating logic of Shunxin Jetta and SF Express? ….

Below, Xiaobian wants to share his views briefly, and also welcomes logistics people to discuss together.

We all know, "Shunxin Jetta operates as an independent brand and is made up ofSF Holdings acquired the business of Guangdong Xinbang Logistics Co., Ltd..

Its business model adopts the franchise system, and its logistics products include road and air transportation. The road products are subdivided into standard express, which shows its specificity in business.

Shunxin Jetta official website screenshot

SF Express is a direct express enterprise wholly owned by SF Group. Its product introduction is directly affiliated to SF, and its positioning is also very clear.

Compared with Shunxin Jetta, it is clear at a glance who is real.

SF Express official website screenshot

Although SF said that the two companies are different in market positioning,SF Express and Shunxin Jetta complement each other in products and share and complement each other in resources such as stations and lines.But insiders know what’s going on at a glance.

● 　Shunxin Jetta’s organizational structure adjustment or paving the way for SF Express’s listing

Recently, Shunxin Jetta issued a notice of organizational restructuring, which pushed the SF Express incident to a climax.

The biggest adjustment this time has two points:

First, cancel the comprehensive center and merge it into general manager office;

Second, the position of Huang Xianhai, the head of SF Express, and Jinshi, the former chairman, was adjusted. Jinshi returned to SF Express, and Huang Xianhai was in charge of Jetta.

The industry believes that after the transfer and rotation of the two people, SF Express and Shunxin Jetta "integrated" into the substantive fast lane in terms of lines, stations and products.

Among them, SF Express targeted Debon, aiming at the receipt of mid-to-high-end business parts (within 100KG), and Shunxin Jetta targeted Baishi Anneng for one meter, and launched 100KG+ products for the low-end e-commerce market. The two sides complemented each other in products and "fused" with the station.

In addition, according to insiders, Guo Lei, the former chief accounting officer, senior vice president and general manager of Best Financial, who left at the end of June, officially joined SF Express as CFO in July when the brand of SF Express was released.

According to industry insiders, Guo Lei, who has financial background and experience in corporate listing, joined SF Express when the brand became independent. The significance is self-evident, that is, the listing schedule of SF Express has been put on the agenda, and Guo Lei, as CFO, will make efforts for the independent listing of SF Express.

Summary:

This round of competition in the express market is triggered by the upgrading of road transport demand. On the one hand, the demand for e-commerce has increased, from the original ordinary e-commerce parts to the demand for home appliances, furniture and even vehicles, which require express logistics enterprises to accelerate the layout of the express market.

On the other hand, comprehensive service logistics enterprises are more in line with the trend of Internet development in the new era. This gives express delivery companies like SF a business opportunity.

But what I want to say is that the stock market is that big.

Therefore, if these express market players want to enter the stock market, they need to work hard in the direction of refined operation, stabilize their competitive advantage and market position, focus on their own superior resources, and build their own core competitiveness.