Does the unmanned intelligent container have a good prospect in Fu Gui?

The analysis of the development status of intelligent express cabinet industry shows that the profit model of operators is difficult to solve.

As the "last mile" solution of the express delivery industry, the intelligent express cabinet market is "sturm und drang" all the way. Policies are constantly overweight, capital is also accelerating, and intelligent express cabinets are accelerating from first-and second-tier cities to third-and fourth-tier cities. However, in sharp contrast to the capital boom, the problems encountered in the smart express cabinet market, such as users not understanding and not buying, and operators' unclear profit model, remain unresolved. Generally speaking, intelligent express cabinets are still unable to make ends meet and are in a state of serious losses, and the sustainable development of the industry has entered a crossroads.

The development of intelligent express cabinet is the general trend.

In the first three quarters of 20 18, with the increase of infrastructure investment, the competition among enterprises gradually turned into the competition of service quality. Among them, courier companies and third-party innovative terminal delivery forms have basically formed a multi-terminal service system such as door-to-door delivery, smart box delivery and platform delivery. According to the statistical data of "Analysis Report on Development Prospect Forecast and Investment Strategic Planning of Smart Express Box Industry" issued by Prospective Industry Research Institute, 250,000 groups of smart express boxes have been set up in major enterprises, and the delivery rate of boxes has reached 8.4%. With the rapid growth of express parcels and the shortage of urban labor force, it is unrealistic to rely entirely on the traditional "courier brother" to deliver goods to your door, and the development of intelligent terminals such as intelligent express cabinets has become the general trend. In 20 15, the national market scale of intelligent express cabinets was 6.9 billion yuan. According to the continuous growth of China's express delivery business and the rapid development of intelligent express cabinets, it is estimated that the market scale of intelligent express cabinets will reach16.9 billion yuan in 20 18 years. It is estimated that by 2020, the national smart express cabinet market will be nearly 30 billion yuan.

20 15-2020 Statistics and Forecast of the National Intelligent Express Cabinet Market Scale

Source: Organized by Prospective Industry Research Institute.

Conducive to the intensive release of development policies

Since the beginning of this year, policies to encourage the development of smart express cabinets have been intensively released. In 20 18, "the State Council No.1 Document" defined the public attributes of intelligent express cabinets for the first time. The Provisional Regulations on Express Delivery, which came into effect in May this year, encourages enterprises to enjoy terminal service facilities.

Local governments have also introduced plans to vigorously promote the construction of smart terminals such as smart express cabinets. The "Sichuan Postal Regulations (Amendment)", which was deliberated and adopted a few days ago, added the content of "building, rebuilding and expanding urban residential areas, and encouraging construction units to set up intelligent terminal service facilities such as intelligent letter and newspaper boxes and intelligent express boxes". Recently, Ningxia issued the "Implementation Plan on Promoting the Coordinated Development of E-commerce and Express Logistics", which incorporated the comprehensive service places of smart express boxes and express terminals into the planning of public service facilities, and proposed to speed up the layout of smart delivery facilities in densely populated places and service demand concentrated areas such as communities, universities and business centers, and introduced relevant subsidy policies such as the free use of smart express boxes.

Capital from all walks of life rushed into the intelligent express cabinet.

In the first three quarters of 20 18, the scale of investment and financing in the field of express logistics exceeded 1 1000 billion yuan, among which terminal network became one of the main investment fields. As the "last mile" solution of the express delivery industry, intelligent express cabinet has also attracted the influx of capital from all walks of life. 2065438+In June 2005, SF, Shentong, Zhongtong, Dayun and Prologis announced that they would invest 500 million yuan to establish Honeycomb Box Technology. From 20 16 to 10, CIMC E stack, Shanghai Fu You receiving goods and Jiangsu Yungui formed a win-win alliance, forming a pattern of express delivery, beehive box and win-win alliance. 2065438+In July 2007, China Post Group and Epro.com became shareholders in Express Express, and China Post held 50% of the shares in Express Express Express. The "national team" officially entered the smart express cabinet industry.

From 2065438 to June 2008, Honeycomb Technology received 2.073 billion yuan strategic investment from Roewe Development, SF Investment, Shentong Limited, Fushan Investment, Prologis Investment and Dinghui Fuhan. 2065438+April 2008, the intelligent express cabinet of rookie station was put into operation. 2065438+In May 2008, private express delivery companies such as Shentong Express, Dayun Express, YTO Express and ZTO Express announced that they would increase their capital by 365438+67 million yuan to Zhejiang Post, a wholly-owned subsidiary of Rookie Supply Chain.

Analysis of Three Obstacles to the Development of Intelligent Express Cabinet

1, market cognitive impairment. Intelligent courier directly separates the contact between users and couriers, and it will take some time for users and senders to accept the service of intelligent courier. In the whole express service chain, the links that need to be opened by intelligent express cabinets are still blocked, and a wider range of acceptance needs to be established.

2. Profit model obstacles. From the cost point of view, intelligent express cabinet has equipment input cost, property leasing cost and operation and maintenance cost. From the perspective of revenue, it is difficult to form a stable cash flow in the short term, such as receiving and dispatching parts, advertising revenue, community O2O service revenue, and overtime payment fees for users. The development of the business model of intelligent express cabinet is still in the market cultivation period, and most companies are still "burning money", so it is difficult to cover the cost of laying outlets.

3. Obstacles to overall planning. At present, the intelligent express cabinet is still in the stage of staking. Courier companies, e-commerce and third-party services have different driving forces to enter this business field. For example, express delivery companies aim to strengthen terminal control, and e-commerce aims to increase service diversity. Some third parties actually aim to develop new real estate. There are commercial and interest conflicts among various commercial entities. In order to avoid market chaos, the overall planning and business filing supervision of the smart express cabinet market is very important.

Strengthen communication and coordination to solve the problem of profit model

The demand at the end of logistics is diversified, and door-to-door delivery is the mainstream, but the market potential of express cabinets should not be underestimated. In the future, we should strengthen communication and coordination, and solve the problem of profit model as soon as possible while improving consumer satisfaction.

For intelligent express cabinet enterprises, users generally face the problem of "anti-payment", and it is difficult to make a profit by simply relying on the collection and distribution of express delivery to innovate in expanding life services. Especially when the market is mature, intelligent express cabinets have begun to take shape. Intelligent express cabinet enterprises will have greater voice and negotiation ability after providing some value-added services with a huge user portal.

The future of the market ultimately depends on whether the mechanism of cost sharing and income sharing can be formed. Neither the consumer nor the courier should be the undertaker of the courier counter fee, but the courier company should "pay" this part of the fee by raising the courier price.

The greatest value of intelligent express cabinet lies in its data and traffic value, and its synergistic effect as an Internet of Things terminal to empower the supply chain. The profit model of intelligent express cabinet can not rely entirely on charges and advertisements, but on its data and traffic. The future development direction of intelligent express cabinet is to ensure the interaction of efficiency, cost, experience and information as much as possible, coordinate the last few hundred meters with the terminal as soon as possible, and realize * * * knowledge.