Sino-Singapore Jingwei Client, February 4 (Chang Tao) Seeing that the down jackets purchased online have not been delivered to the outlets for two days, Ms. Yang, who lives in Fengtai District, Beijing, can't sit still.

"The customer service told me that due to the epidemic and the approaching Spring Festival, the outlets were not staffed enough and the delivery was not timely. Please wait patiently. Before hanging up, the customer service did not forget to say a word. It is useless to worry.

  China-Singapore Jingwei reporter combed through the service policies of various express companies during the Spring Festival and found that "not closing" has become the norm.

However, due to objective factors, some express companies admitted that the timeliness of express delivery during the Spring Festival will be affected.

This also means that consumers need to be more patient with express delivery that cannot be delivered in time.

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A number of express delivery arrangements for the Spring Festival are released

  On January 27, the State Post Bureau issued a notice requesting that the entire system and the industry have a unified ideological understanding, based on "preserving epidemic prevention and control" and "preserving basic people's livelihood", and earnestly and scientifically study and judge the security situation and delivery service requirements in the region and the network during the Spring Festival, with precision Organize delivery service guarantee work during the Spring Festival.

The notice pointed out that it is necessary to adhere to the main theme of "no closing, no Internet closure, no backlog", reasonable arrangements for production and operation during the Spring Festival, and full efforts to provide online shopping and delivery services for daily necessities.

  Recently, various express companies have issued notices one after another. The theme ideas conveyed can be borrowed from an Internet buzzword: the earth does not explode, we will not take a holiday; the universe will not restart, and we will not rest.

  SF Express stated in the announcement that express mails will not stop during the Spring Festival.

Zhongtong said that more than 300 cities across the country will operate normally during the Spring Festival, with full coverage of provincial capitals.

Except for the outage of logistics in some areas, the impact of the epidemic, and the remoteness of the area, other areas provide pickup services.

YTO said that YTO will provide regular domestic and international shipping services from February 4 to February 19, 2021.

JD Logistics stated that from New Year’s Eve to the third day of the Lunar New Year, consumers can also normally place orders and receive goods in 30 provinces, nearly 300 cities, and 1500 districts and counties across the country, and at the same time in 17 cities including Beijing, Shanghai, Hangzhou, and Wuhan. The high-efficiency service remains unchanged...

  A reporter from Sino-Singapore Jingwei learned that this year is the first time that many express outlets provide "non-closing service during the Spring Festival".

The person in charge of an express outlet in Lixia District, Jinan, Shandong said that his outlet will not be closed during the Spring Festival this year, and this is the first time since it opened.

"In previous years, our outlets would be closed for 5 or 6 days. This year we advocated local Chinese New Year, and the company also requires us to operate normally. It is planned to reunite with family on New Year's Eve and start working early in the morning of the first day of the new year." The person in charge said.

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  On the other hand, affected by the epidemic, many people choose to celebrate the New Year in situ. People express their thoughts about their relatives through online shopping or mail, or buy New Year goods in situ. Special backgrounds have also brought new trends in consumption, and the express industry is also facing new demands.

  According to data provided by, many college students chose to stay on campus due to the epidemic, which caused a year-on-year increase of 373% in online shopping orders for college students. Heilongjiang, Hebei and other regions affected by the epidemic received the most orders from other places.

  According to data from Cainiao Logistics, from January 20 to 31, the volume of new year's parcels sent from Cainiao warehouses increased by 50% compared to the same period in 2020.

Consumers' demand for buying imported goods for the New Year is also rising rapidly. In late January, the imported parcels issued by Cainiao's bonded warehouses increased by nearly 70% compared with the same period last month.

  During the Spring Festival this year, Cainiao will work with express companies such as Zhongtong, Shentong, YTO, Yunda, Best and some Taobao Tmall merchants to implement Spring Festival express delivery without closing, even during the first month of the year.

Courier companies adjust the price of express shipments will be affected

  In addition to guaranteeing that "the Spring Festival will not be closed", the China-Singapore Jingwei reporter noted that currently most express companies have adjusted their tariffs during the Spring Festival.

  SF Express stated that from January 22 to February 10, 2021, SF Express will charge a resource adjustment fee of no less than RMB 0.5 for heavy cargo parcels, standard LTL, and some land transportation routes of SF Express products larger than (including) 20kg.

During the Spring Festival holiday from February 11th to February 17th, 2021, SF Express will charge an additional resource adjustment fee of no less than RMB 10 for mutual mailing services in major cities to further ensure service quality.

  Zhongtong customer service stated that during the period from February 8th to February 16th, 2021, retail and contract customers will increase by 3 yuan/order within 1kg (inclusive) of the first weight on the basis of the normal price, and 1 yuan/kg for the continued weight. .

  Yunda adjusts prices in two time periods: February 4-9, 2021, for e-commerce shipments within 1kg, the increase will not exceed 2 yuan per order; for e-commerce shipments exceeding 1kg, the first increase will not exceed 2 yuan, continued The weight increase does not exceed 1 yuan/kg.

From February 10th to 16th, for e-commerce express shipments within 1kg, the increase will not exceed 4 yuan/order; for e-commerce express shipments exceeding 1kg, the first increase will not exceed 4 yuan, and the continued weight increase will not exceed 1 yuan/kg.

As for spare parts and personal parts, Yunda said that it will not exceed the price published on the official website.

  The price adjustment period of YTO is from February 4th to February 16th, 2021. The fee will be charged based on the first weight 1kg plus 3 yuan, and the continued weight will be charged 1 yuan/㎏.

  According to Shentong, there will be an additional fee of RMB 1.5 per ticket for tickets sent to Beijing; an additional fee of RMB 0.5 per ticket for tickets sent to Shanghai, Guangzhou, Shenzhen, Hangzhou, and Nanjing.

Quotations sent to destinations other than the above-mentioned destinations will be charged strictly in accordance with the official price announced by Shentong. For detailed prices, please consult local outlets, and delivery time is not guaranteed.

  China-Singapore Jingwei reporter noted that other express companies also stated in the announcement that the timeliness of express delivery during the Spring Festival will be affected.

SF Express stated that due to factors such as the surge in short-term delivery demand and resource access restrictions, the timeliness of shipments to all parts of the country will be affected to varying degrees.

Zhongtong said that the express delivery time will be slightly affected during the holiday season.

"Not closing" reflects fierce competition in the industry

  In an interview with Sino-Singapore Jingwei Client, Zhao Xiaomin, an express logistics expert and CEO of Guanshu Enterprise Management (Shanghai) Co., Ltd., said that this year is the first time in history that an express company "does not close during the Spring Festival", and it will become the norm in the future, allowing consumers to truly enjoy All-weather express service.

  According to the analysis of Industrial Securities, during the Spring Festival of 2020, it will be difficult for couriers to return to work due to the epidemic, and franchised express companies will be greatly affected. Most of the express logistics needs are fulfilled by directly-operated express companies, which has greatly increased the business volume of directly-operated express companies. , Also won the brand reputation.

  During the Spring Festival of 2021, major e-commerce platforms attach great importance to non-closing activities during the New Year's Day.

For franchise express delivery companies, normal operations during the Spring Festival may increase operating costs, especially in the context of difficulty in predicting market demand.

However, if the business is "abnormal", it means damage to market share and brand image.

Therefore, how to operate efficiently during the Spring Festival is a challenge for various express companies.

In general, the franchise express delivery companies are fully committed to the policy of "no closure during the Spring Festival", which fully reflects the fierce competition in the industry, and the final operating results will also reflect the operating strength of each company to a certain extent.

  Zhao Xiaomin also said that the non-closing of the Spring Festival this year express companies have largely learned the lessons of the 2020 Spring Festival, and it is also a manifestation of fierce competition in the industry.

  "(Last year) the sudden outbreak of the epidemic at the end and the beginning of the year made consumers realize the importance of express delivery. At that time, the revenue of express delivery companies that provided services doubled. Now almost all express delivery companies are aware of this. Moreover, express delivery as a service industry, It should have been around the clock, whether it was franchise or direct management.” Zhao Xiaomin reminded that during the Spring Festival, express companies must ensure service levels while not closing. “Originally, a lot of funds have been mobilized to do this. If the final service level drops Now, that is a lose-lose situation."

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  Since 2019, the express delivery industry has experienced a rather fierce price war.

In January 2021, the operating conditions of listed express delivery companies have been released, showing that the single-voice revenue of representative companies has shown a double-digit decline year-on-year.

  SF Holdings' business briefing in December 2020 showed that the company's single ticket revenue was 16.94 yuan, a year-on-year decrease of 12.23%.

In December 2020, YTO Express express product single ticket revenue was 2.21 yuan, a year-on-year decrease of 18.94%; Yunda's December 2020 express service single ticket revenue was 2.25 yuan, a year-on-year decrease of 25.99%; Shentong Express December 2020 express service single ticket revenue 2.33 yuan, a year-on-year decrease of 28.09%.

It shows that industry competition has intensified and single-vote profits have decreased.

  CITIC Securities judges that the industry price war in the first half of 2021 will remain relatively strong, and short-term industry profits have not seen a turning point.

Shanxi Securities also said that competition in the industry has intensified and its market share continues to concentrate on the top.

  Lai Meisong, chairman of ZTO Express, once said that with the progress of the differentiation of express delivery companies, the "price war" will slow down and even an inflection point will appear.

As for when will the turning point come?

Lai Meisong believes that this will still depend on the market investment of leading companies' production capacity, but "this point of time will not wait too long."

  Zhao Xiaomin said that a long-term price war will bring about a vicious circle that will hurt consumers and couriers.

Zhao Xiaomin expects that the price war in the express delivery industry will continue for about half a year. “The industry generally believes that it will come to an end in April and May 2021.” He believes that one reason for the price war in the express delivery industry is that express companies are not willing to transform and upgrade.

  "The founders of some of the listed express delivery companies have not cashed out large sums of money so far. Before that, he is not willing to transform and upgrade and invest more funds to do other things. In this case, it is Will choose the simple and rude method of price war. However, when express delivery companies cut prices, they must keep up with supporting services. If prices are cut in order to reduce prices, the market share they obtain will eventually be returned, and the customers acquired will eventually be lost. "Zhao Xiaomin said.

(Zhongxin Jingwei APP)

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