Just now, the rookie station announced that it will deliver goods to your door for free in the future.

Official announcement: Starting from today, the rookie station will be delivered to your door for free.

To tell the truth, I was a little excited when I saw this moment, and I thought, I will never run up and down for express delivery again. After a little excitement, I continued to be lost in thought. Is it true?/You don't say.

It's really true. Happiness comes too suddenly, like waking up from a dream. Some netizens said that they couldn't believe it and questioned: Open the merchandise door and perform handstand powder.

Take a closer look. At present, only three cities, Beijing, Shanghai and Hangzhou, support the service, and more cities, such as Guangzhou, Shenzhen, Jinan and Harbin, are in trial operation.

In fact, ten years ago, door-to-door delivery was necessary. Now, no matter whether you are at home or not, there are no text messages, even text messages, which are directly placed in the post office.

Since the courier stood up, netizens have said: I haven't seen the courier for two years.

The last mile has changed from a controversial topic to the most familiar stranger.

0 1

The hardest last mile.

At present, only SF Express and Jingdong Express can deliver goods to your door quickly. All other express delivery is basically unified by the rookie station and gathered together to complete the delivery. In fact, it is the recipient himself.

However, in the early days, the courier delivered the goods to the door. Some office workers put the parcels in a nearby convenience store because it was inconvenient to receive the goods, and some had to pay an extra fee of 1 yuan, and most of them were passed on to the recipients.

Convenience store is the original express post.

However, in order to grab traffic, some convenience stores began to appear free. Free of charge, there will be a series of problems, such as ignoring the safety of packages, lost or damaged packages and so on.

With the continuous rise of online shopping, the number of express delivery has been increasing by more than 50% every year for 20 years; Gradually, convenience stores began to load such a large quantity, and packages piled up like mountains, filling the open space in front of the door and letting the wind and rain beat. At this time, the temporary storage capacity of the package cannot be met.

In 20 13, Alibaba founded the rookie, and SF Express and Sitong Yida (now three links and one reach) led the investment, and the post station began to be established. The last mile, all contracted by the post office, solved the problem of the last mile.

This year, the volume of express delivery business in China exceeded 20 billion pieces, and it took only 83 days, 45 days faster than that in 2020, with an average of 240 million pieces of express delivery every day. The Ministry of Commerce predicts that the total number of parcels transported this year will exceed 95 billion.

You know, 20 years ago, the total volume of express delivery in China was only 1. 1 1,000 pieces. In the past 20 years, the total amount has increased by nearly 8.6 million times.

Alibaba's annual report shows that the package volume of rookie station has increased strongly 100% compared with last year.

The rapid growth of quantity every year has also ushered in a price war. 9.9 postage, 1 postage, etc. Low prices are still shopping and low prices continue to bring high growth.

However, the single piece with low gross profit margin, the increasing number of parcels and the increasing labor cost completely crushed the last mile.

After a deduction, it takes an average of 3-5 minutes for the courier to deliver the goods to the door. 20 pieces can be completed in one hour, and 240 pieces can be completed at most 12 hours a day without rest. Facing thousands of couriers every day is a disastrous step for couriers and companies.

The reason why the express goods stop at the post station is:

First, express delivery is difficult: with the increase of parcel volume, the pressure of courier is increasing day by day, and the delivery efficiency is difficult to improve. What scares the courier most is the loss of parts, delays and complaints. A complaint is a fine.

Second, it is more difficult for consumers: it is risky to leave the package in the doorman, property and security room. It often happens that you lose it on your own initiative, and some doormen don't even give a place. In addition, the personal information and privacy on the courier are also easy to be leaked.

Third, the difficulty of grass-roots post stations: on the one hand, the rent increases, and the rental cost of express delivery to online stores often accounts for about 20% of the operating cost, and sometimes there is a fine from the headquarters. On the other hand, the competition in the industry is fierce, and it is difficult to raise the price of express delivery. Only the post station that keeps the pieces has been struggling to survive, and it is even more difficult to add them.

How did SF Express and JD.COM Express achieve the last mile? This is a sea of people tactic. The number of employees in SF is 260,000, and that in JD.COM is over 320,000.

The number of employees in Shentong is 1.5 million, and that in Tong Yuan is 1 10,000. Far lower than SF and JD.COM.

SF Express and JD.COM, two big bosses, completed the last mile at a ridiculously expensive price, while the latter made a profit in ten years.

Post self-help is the best distance of one kilometer.

02

The post office ran the last mile.

In the past two years, post stations have gradually become popular. At present, Cainiao's rookie stations have covered all major cities and counties in China, with the total number of stations exceeding 50,000, which basically covers most communities.

This number is still increasing. Recently, the trend of opening a post office is popular on the Internet.

Because the joining fee is relatively low and the commission is 0, you can sit and collect money. The post office has developed rapidly in the past two years. It is difficult to judge whether it is saturated or not, but it has basically reached the stage of quantitative change to qualitative change, and this qualitative change is to complete the final 1 km delivery.

The rookie station can also begin to realize its original service purpose.

The ultimate service of rookie station is to continuously improve the terminal operation efficiency, provide users with temporary storage, consignment and other services, and strive to improve the diversified terminal service of the last 100 meter.

In the past, when the number of stations was insufficient, it was difficult to complete the terminal service of 100 meters. Now the number of stations is completely universal. It's time to finish Alibaba's last 100m.

Join a post station, 0 commission. Each deposit can be refunded by 0.35-0.8 yuan/piece, with an average of 0.6 yuan. For the current express price war shopping, the single delivery cost of Yiwu Net has been as low as 2.3-2.8 yuan/piece, and this rebate ratio has exceeded 10%, which is already very high.

Such a large proportion of rebates to express stations, plus the threshold of 0, has finally achieved the basic popularization of the station in seven years. From today, the final 1 km will be completed and delivered to the door.

What the courier company could not do was finally realized with the help of Alibaba Express Station.

At this point in time, Alibaba was fined 65.438+082 billion, and the ant was declared a big profit after three interviews. It also just diluted the recent negative news of Ali.

At the same time, at this moment, the express delivery station has integrated the whole express delivery enterprise, and can also besiege JD.COM and SF.

Since Alibaba was established in JD.COM, because JD.COM has its own logistics, it can easily realize the advantage of arriving every other day/the same day, and it can be delivered to the door, which has dealt a blow to Taobao.

Ten years have passed since the struggle between JD.COM and Taobao. During this period, Ali acquired ZTO Express and established Taobao Supermarket. The two big men confronted each other head-on, and they have never been surpassed in the short board of logistics.

Today, Ali finally stood out in the final 1k m, but at present, he is not as fast as JD.COM and Shun Feng.

But don't forget, the post office is responsible for home delivery, which means that the post office can seamlessly connect with the courier company in the future, helping the courier company to save a lot of dispatchers. Effectively save costs.

In the express delivery industry, cost is the biggest advantage of survival and competition. With lower cost, we can continue to have a more lasting price war with SF.

Three links and one achievement, under the leadership of Ali, have another chance of winning.

03

Catering policy

In addition to the above service advantages, we can better cater to the policy in the future.

Last week, the "Measures for the Administration of Postal Express Packaging Law" announced a policy to change the packaging method of express delivery in the future.

The new law stipulates that delivery enterprises should give priority to the use of reusable packaging materials, optimize packaging and reduce the use of packaging materials.

It is suggested that in the future, courier companies will give priority to using reusable courier boxes to reduce the excessive use of plastics brought by other packages. This kind of courier box must be returned to the courier company.

Mainly to reduce the use of plastics. After the implementation of the plastic reduction order, many aspects of life, including places where plastics are used, are reducing the utilization rate, including transparent glue on express packaging.

And door-to-door, good service experience, can seamlessly dock the recycling express box policy.

At present, although the number is huge, it is difficult to popularize, but when the policy changes in the future, we are ready to keep up with the service experience.