Mysterious express delivery was banned by three links and one reach, and dare to cooperate with a heavy fine of 5000. The boss once threatened to enter the top three.

Editor | E-commerce Representative

Near 1 1 month, all e-commerce platforms began to warm up the "Double Eleven" gameplay. The annual Double Eleven Shopping Carnival is not only a battlefield for e-commerce and consumers, but also a discussion forum for express logistics companies.

According to the report of "265438+20th Century Business Herald", Dayun published the internal document of "Notice on Prohibiting the Agency of Extremely Rabbit Business in the Whole Network" on its intranet on June 5438+1October 65438+September, and officially banned Extremely Rabbit.

Dayun mentioned in the "Notice on Prohibiting the Agency of Extremely Rabbit Business on the Whole Network" that the company affiliated to Dayun Express (including the contracted area) shall not join the extremely rabbit network and the contracted area for any reason or in any form; The shipper and the shipper are not allowed to act as agents for the extremely rabbit express service for any reason or in any form. At the same time, for the extremely rabbit express that has flowed into the terminal network, the terminal network company will collect evidence and report it, handle it according to the topic, and notify the sender network to inform the recipient to collect it. Depending on the circumstances, a fine of 2000 yuan to 5000 yuan will be imposed, and serious cases will be dealt with.

It is said that Shentong, Zhongtong and Tong Yuan have all issued similar notices before. It seems that the three links and one arrival are going to hold a group before the Double Eleven. Where is the sacred rabbit express, which makes the domestic express giants so uneasy?

Express recruits rushed out of the encirclement.

The latest statistics show that the number of online shopping users in China has reached 7 1 10,000. In the first half of 2020, the national express delivery business volume reached 33.88 billion pieces, a year-on-year increase of 22.1%; The total revenue of the national express delivery business reached 382.38 billion yuan, a year-on-year increase of 12.6%.

Throughout the express delivery industry in China, "four links and one reach" JD.COM and SF Express have occupied more than 80% of the express delivery market in China. Obviously, the express delivery market in China is saturated. This means that the rise of a new courier company is to seize the market share in the hands of these enterprises.

Recently, such an industry recruit rushed out of the tight encirclement and became a dark horse in the express delivery industry. In less than a year, it was banned by the "three links and one access" and was regarded as a "roadblock" in the express delivery market in China.

Born in Indonesia, polar rabbit didn't disclose much information to the public from the planned entry into China to the official launch of express delivery service, and kept a low profile all the time, with little news. In March 2020, Extreme Rabbit Express began to enter the China market. At first, people in the industry only regarded it as a low-key "Indonesian White Rabbit".

In order to build a fast network, Extreme Rabbit Express has continued the business model of "direct sales plus franchise" in China, established self-operated outlets to ensure services in the core areas, and expanded network coverage through franchise outlets in some areas. In just four months, Polar Rabbit Express has basically completed the construction of the national express network (except Tibet, Xinjiang and Inner Mongolia). Not only that, the daily order volume of Extreme Rabbit Express has increased to 5 million. Moreover, the polar rabbit express plan will achieve the goal of breaking 10 million daily orders within this year.

It is reported that Polar Rabbit has been connected to e-commerce platforms such as Pinduoduo, Dangdang and Suning.cn, and its business is progressing steadily. A number of recruitment softwares show that Extreme Rabbit Express is currently recruiting a large number of staff nationwide.

Is the Extreme Rabbit Express behind Pinduo?

As we all know, Ali is behind the three links. Who is behind the extreme rabbit express?

According to the data of Tianyancha, it was not until 2065438+September 2009 that the main operator of Extreme Rabbit Express "Shanghai Extreme Rabbit Supply Chain Co., Ltd." was formally registered, and the legal representative of the company was Yang Lulu. However, in June 5438 +2020 10, the company changed many important industrial and commercial information such as legal representative, investors, business scope and enterprise type.

It is striking that at present, the executive director of Extreme Rabbit Express is Fan Suzhou, the legal representative is Rao and the supervisor is Wu Rongmei. Fan Suzhou and Wu Rongmei control Shanghai Extreme Rabbit Express Co., Ltd. through Shanghai Shang Yi Industrial Co., Ltd., while Fan Suzhou, the actual controller of Extreme Rabbit Express, holds Shenzhen Yunlu Information Technology Co., Ltd. through Shanghai Xiao Jie Information Technology Co., Ltd., and the other shareholder of the latter is Yang Jinghai.

It is worth noting that Rao Guo Rong is also the founder of Long Bang Express. Therefore, it is speculated that Rao Guo Rong obtained the national postal express business license by holding shares in Long Bang Express, which made Extreme Rabbit Express grow rapidly in less than one year.

Even though Yang Jinghai, Rao and Fan Suzhou all have an unforgettable relationship with Extreme Rabbit Express, the actual controller of the company is Li Jie, a dark horse express giant in Southeast Asia. The founder of t express. The official website, Extreme Rabbit Express, also introduces Li Jie and J & ampt Express, which shows that Li Jie is the real boss of Extreme Rabbit Express, and Extreme Rabbit Express is J&; Extension of T Express in China Express Market.

If you think this is just a case of foreign enterprises extending to China, you are wrong. It is understood that Li Jie is also the founder and former CEO of OPPO Indonesia. In addition to him, Fan Suzhou also worked in OPPO Indonesia and joined J& on 20 15. T express

As we all know, OPPO was split from BBK Group. Duan Yongping, the founder of BBK, and Huang Zheng, the founder of Pinduoduo, were also mentors. Duan Yongping was also one of the angel investors in Pinduoduo at that time.

After this survey, we can see that in the e-commerce platform, it belongs to Pinduoduo and J &；; T is the closest relationship. In other words, compared with other e-commerce platforms, the relationship between Pinduoduo and Extreme Rabbit Express is by no means ordinary.

Even on 20 18, Huang Zheng, the founder of Pinduoduo, once said that Pinduoduo would not touch logistics. "We won't do buying and selling, and we won't touch logistics distribution. Ali did a good job. Why do you want to do it? Many companies do everything because they don't trust others. "

However, Pinduoduo is not the same as before. At that time, parcels only accounted for 1/5 of China logistics distribution. Since 20 19, Pinduoduo has accelerated its logistics activities. 2065438+In February 2009, Pinduoduo launched its own electronic face sheet system; In March of the same year, Pinduoduo began to promote electronic face sheets, connecting seven express delivery companies, including Zhongtong, Shentong, Tong Yuan, Dayun, Baishi, Post and Tian Tian Express. Pinduoduo said that the system is open to businesses free of charge and also to non-Pinduoduo businesses. 20/kloc-April 9, according to Huang Zheng's letter to shareholders, Pinduoduo's logistics electronic bill system became the second largest electronic bill system in the world in a short time.

Jitu express buzhandui

Even though many people take this as a reason, they think that Extreme Rabbit Express belongs to "Pinduoduo School". However, just because of the relationship between the founders of both parties, it is a bit reluctant to label Polar Rabbit Express as "Pinduoduo Department".

Judging from the current business of Extreme Rabbit Express, its relationship with Pinduoduo is not as close as rumored. According to public information, Jisu Rabbit has docked with 16 enterprises, including Pinduoduo, Dangdang, Suning.cn, Mushroom Street, Tik Tok and Aauto FMCG.

Earlier, it was reported that the head of the extreme rabbit express business came from Ali, nicknamed "Hou Junyi". He used to be the senior director of the operation center of Tong Yuan headquarters, the operation director of SF Express, and also worked for DHL. Extreme Rabbit Express confirmed this news and said that it is a normal career change to join the extreme rabbit.

The head teacher of Fulian observed that the current pricing of Extreme Rabbit Express is between Zhongtong and SF, and the head teacher of Fulian also consulted the customer service of Extreme Rabbit Express as a seller, indicating that it can be delivered through Extreme Rabbit Express. Welcome to consult. Previously, insiders of Extreme Rabbit once mentioned, "No matter as a merchant or a consumer, as long as you want to send something, we will not pick customers."

It is worth noting that although the relationship between Speed Rabbit and Ali is so tense, J &；; T Express is a partner of Lazada, a Southeast Asian e-commerce platform owned by Alibaba. It is reported that in 20 17, Alibaba and J & amp；; T Express announced the establishment of new cooperation, and many views expressed J&; T Alibaba will become the spokesperson and official business partner of Alibaba in Indonesia.

Obviously, for the polar rabbit express, which has just been "born" for less than a year, it is not good for its long-term development to take one side. However, at present, "three links and one achievement" has clearly stated that "extreme rabbits are forbidden". How should Extreme Rabbit Express respond?