The company explained that the loss-making community issued an open letter saying that Fengchao's single cabinet profit was 240%
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　　The incident of charging storage fees for more than 12 hours did not come to an end because of Feng Chao's public explanation on the evening of the 9th. On May 10, the first community in Shanghai, which was suspended due to overcharging by Fengchao, sent an open letter to Fengchao. In this open letter, it disagreed with the statement that Fengchao “has provided five years of free services and still operated at a loss” the day before. According to the calculation of this open letter, the Fengchao cabinet that has been put into use has a daily profit rate of 240% or more. One side is crying and the other side is calculating. People can't help but ask, is the courier business a loss?

　　progress

　　The community said that the profit of a single cabinet has exceeded the operating cost

　　On the morning of May 10, the first community in Shanghai, Zhonghuan Garden, which was suspended due to overcharging by Fengchao, sent an open letter to Fengchao. In addition to requesting that the free period be extended to 24 hours, the most important thing is to question the loss mentioned in Feng Chao's "A Letter to Dear Users" the previous day.

　　The Beijing Youth Daily reporter learned that the open letter has calculated an account for Fengchao: Fengchao previously charged the courier for the use of the fee. Fengchao cabinets are divided into three grids: large, medium and small, which are charged 0.45 yuan, 0.4 yuan and 0.35 yuan per order . Taking Zhonghuan Huayuan Community as an example, the average daily rental cost (including electricity) of each express cabinet is more than ten yuan. If the current express cabinet is operating at full capacity, the turnover rate of each grid is only once a day, and a single express cabinet 80 squares, based on the median value of 0.4 yuan per order for the third-coupon payment, the daily income is at least 36 yuan.

　　According to the open letter, based on this calculation, the profit margin of the Fengchao cabinet that has been put into use every day is 240% or more, and it is completely self-made. Not to mention, there are also a large number of cabinet stickers ads, cabinet screens and mobile phone ads Income is calculated separately. If a machine is regarded as a store, the initial estimate is that it is completely self-sufficient and a virtuous circle.

　　Dispel doubt

　　Is it profitable to operate a courier cabinet?

　　Although the calculation result given in the open letter of Central Garden Garden is that the express cabinet can be fully self-sufficient by charging the courier's fee, Fengchao's performance report shows that it has suffered successive losses. What is going on?

　　The reporter of the Beiqing Daily learned that the cost of the express cabinet mainly involves three major parts: hardware, maintenance personnel and site costs. The cost of a group of cabinets (hardware) ranges from 18,000 to 60,000 yuan. The increase and decrease of operation and maintenance personnel is also positively related to the number and coverage of express cabinets, that is, the more express cabinets, the more people are needed, so the cost is relatively stable.

　　The venue fee has become the biggest variable in the operating cost of the express cabinet. An express cabinet practitioner who did not wish to be named said that no matter whether it is a residential area or an office building, express cabinets must pay a certain site fee if they want to enter. This is the same as clothing brands opening counters in shopping malls. The cost of the venue is generally directly related to the amount of express delivery, location, demand, and whether it is exclusive.

　　"According to the data from the open letter of the Central Garden, the site cost of a courier cabinet in the community with electricity costs is about 5,000 yuan a year, which is only a median in the industry." This person said that the courier cabinet in the horse race Industry, ten thousand yuan rent is also normal.

　　The Beiqing Daily reporter estimates that if the cost is simply calculated based on the rental fee: 80 grid express cabinets, the small grid accounts for about 80%, and the medium grid and the large grid each account for 10%. With an income of 10,658 yuan, even a relatively high ten thousand yuan rent can have a small surplus.

　　However, if the cost of express cabinet equipment is included, a medium-fee fee-like community like Huayuan Community in Central can barely be tied. But the current situation is that the increased competition led to high rents.

　　According to a report released by the China Business Research Institute, in the early stage of express cabinet development, site fees are often raised several times. However, in order to obtain stable user resources, many express cabinet enterprises actually operate at a loss. In fact, this initial stage is still ongoing. Many companies need to "grab sites", and vicious competition has also pushed up the price of venue fees. As early as 2016, the rent for a group of express cabinets was 2,000 yuan / year. Today, ten thousand yuan a year is also common, some properties have also increased management fees and other charging items. Some organizations have estimated that the initial operating investment of a group of express cabinets is at least about 40,000 yuan.

　　In addition, the supply of courier cabinets in some areas exceeds the demand, and the utilization rate is far from the level of full load operation.

　　Looking at it this way, Fengchao said that a quarterly loss of 245 million yuan was not just a word of mouth. This can also answer why "Express Delivery" keeps losing money, and Fengchao still has to include it under its banner-the strong alliance is to reduce vicious competition.

　Observed

　　The industry is still in the air with policy support

　　Enterprises always complain that it is very difficult, so is the express cabinet really making money and shouting? The reporter from the Beijing Youth Daily learned that the smart express cabinet has been supported by various policies since its introduction. During the epidemic, it was highly valued at the national level, and it was favorable for frequent policies.

　　In February of this year, the State Post Bureau clearly stated that it would "actively promote the mode of fixed-point collection, fixed-point delivery, scheduled delivery, and smart express box delivery to minimize direct contact between personnel." The continuous blessing of favorable policies once again pushed the intelligent express cabinet to a new outlet.

　　On April 17, the Office of the State Post Bureau and the General Office of the Ministry of Commerce jointly issued a notice on further promoting the collaborative development of e-commerce and express logistics, requesting further implementation of the "Opinions of the General Office of the State Council on Promoting the Coordinated Development of E-Commerce and Express Logistics" (Hereinafter referred to as "Opinions").

　　"Opinions" pointed out that all localities should clarify the public attributes of smart express boxes and express terminal integrated service venues, integrate smart express boxes and express terminal integrated service venues into relevant plans for public service facilities, and provide supporting measures such as land security and financial subsidies.

　　According to data from the State Post Bureau, in 2019, the national delivery rate of smart express cabinets will be around 10%. This shows that there is still much room for improvement in express delivery. In fact, Fengchao has obtained four rounds of financing of about 5.5 billion yuan. For enterprises, it may wish to give a long-term perspective to observe, without having to demand short-term profits.

　　This group of articles and photo / reporter Zhang Xin