According to media reports, JD recently informed businesses that due to the gradual expiration of contracts between Jingdong open platform and a number of logistics service carriers, in order to ensure order performance and stable and safe operation, businesses are reminded that after August 31, 2020, the above logistics service carriers may not be selected from the system delivery list, and relevant logistics tracking information will not be displayed on the Jingdong platform It is suggested that the business should switch logistics service carriers. < p > < p > Shentong is one of the above-mentioned logistics service carriers. Today, the topic of “Jingdong’s response to forbidding sellers to use Shentong to deliver goods” appeared on Weibo hot search. In Jingdong’s response, another giant Ali was involved. < p > < p > on August 18, the reporter of international financial news learned from Jingdong that the Jingdong open platform responded to the matter, saying that the cooperation between Jingdong open platform and Shentong was suspended because the contract between the two parties had expired and no agreement was reached on the renewal of the contract. JD also mentioned that the failure of both parties to renew the contract was related to Ali’s refusal to access JD logistics. Jingdong open platform said: “in June 2019, after the contract between Shentong and Jingdong open platform expired, the two sides are also constantly communicating on the issue of contract renewal. In the same period, Alibaba group became the actual major shareholder of Shentong through strategic investment. Therefore, Jingdong Logistics also proposed the cooperation demand of entering Alibaba’s e-commerce platform equally, but it has not been responded to so far. Based on the principle of fair, equal and win-win cooperation, JD and Shentong can not reach an agreement on the renewal of the contract, so they can only suspend the cooperation. However, our cooperation door has always been open, and we look forward to looking forward to the future with Shentong and looking for new cooperation opportunities. ” < p > < p > in response to this incident, Shentong told the reporter of international finance news today that “after receiving feedback from businesses and outlets, our business leaders have been communicating with relevant responsible persons of Jingdong, but the problem has not been solved. The other side said in the communication that this termination has nothing to do with the quality of service. ” < p > < p > Shentong also said that Jingdong’s behavior was “abusing platform hegemony”. Shen Tong said, “we are deeply shocked by the abuse of platform hegemony. At present, the economic situation is complex, and it is not easy for businesses and couriers. We call on the other party to take more responsibilities and responsibilities, and not to deprive businesses of the right to choose for their own personal interests. ” < / P > < p > some industry experts told reporters that JD said in its response that Ali was the actual major shareholder of Shentong, but at present, Ali has not exercised the right, and in terms of legal relations, it can not be regarded as a major shareholder of Shentong. < / P > < p > according to the public data, on March 11, 2019, Shentong express announced that the controlling shareholder, Deyin investment, transferred 29.9% of Shentong express’s equity to Deyin Derun, and Alibaba would purchase 49% equity of Deyin Derun at a price of 4.665 billion yuan, so as to obtain 14.65% equity of Shentong express; on July 1 of the same year, Shentong express released the progress announcement of shareholder shareholding structure change 1. Completion of equity transfer. On July 31, Shentong express announced the equity transfer agreement again, and the controlling shareholder and actual controller of the company signed the equity purchase agreement with ALI. According to the agreement, within three years (exercise period) from December 28, 2019 (exercise period), Ali or its designated third party has the right to purchase part of the controlling shareholder’s equity of Shentong or part of Shentong’s shares held by it. This also means that after this round of exercise, the actual controller of Shentong express will change. < / P > < p > in 2017, the cooperation between Jingdong platform and Tiantian express and Baishi express was terminated, and the logistics information of goods sent by sellers via Tiantian express and Baishi express could not be displayed on Jingdong platform. At that time, the spokesman of Jingdong Logistics and sun Weimin, then vice chairman of Suning cloud business group, had a dispute on microblog. < p > < p > in the second half of 2019, FedEx and Amazon were once in a tense confrontation. According to media reports, Amazon has announced that third-party sellers on the platform will be banned from using FedEx for distribution services, but Amazon soon lifted the ban. Song Xujun, Coley’s global partner, said in an interview with the international financial news that the relationship between express delivery and e-commerce is getting closer and closer. Express delivery has become an integral part of the entire e-commerce service. Competition and cooperation between them are inevitable. Especially now, JD Ali is strengthening its voice in the field of logistics and express delivery, and all parties are doing business In the process of cooperation and consensus, express delivery will also be regarded as a means of competition, and express delivery itself is gradually divided into camps and teams. It is not easy to comment on whether this behavior is completely appropriate and whether it will bring inconvenience to platform merchants and consumers, but from the perspective of commercial competition, it is understandable.
similar events happen not only in the express industry, but in recent days, the US group cancelled the Alipay payment incident, and the US group CEO Wang Xing asked questions about “Taobao does not support WeChat payment”, so that several Internet giants’ mobile payment competition has once again been concerned. Fang Chaoqiang, a special researcher of ECOSOC e-commerce research center and lawyer of Beijing Yingke (Hangzhou) law firm, told reporters that Jingdong, as an e-commerce enterprise, has the right to choose its own partners. After the original cooperation agreement between Jingdong and Shentong is expired and terminated, JD has the right to choose whether to continue cooperation with Shentong as long as there is no restriction of the contract terms. Therefore, its behavior is not an act of unfair competition, which is not substantially different from Taobao’s WeChat payment. The measures taken by Jingdong, Ali and meituan are essentially commercial competition. However, people may forget that competition is naturally accompanied by the gain of one party and the loss of the other. We can not take it for granted that in competition, if one party loses, the other must be unfair competition. However, as a service-oriented enterprise facing to C-end consumers and having hundreds of millions of users, such incidents will always attract public attention and inevitably be criticized. After the topic of Jingdong’s suspension of Shentong became popular, netizens talked about the service quality of Jingdong, Shentong and rookies, as well as the monopoly of giants. Zhao Xiaomin, an expert in express delivery industry, said in an interview with the reporter of international finance news that, in terms of the current competition pattern, business competition means that you have me and I have you. Moreover, both sides are listed companies. They should not only serve businesses and users, but also be responsible to shareholders, especially small and medium-sized retail investors. Zhao Xiaomin said that from a commercial point of view, the core is still interest disputes, which can continue to be discussed. However, the practice of cutting off the port is a little extreme, which will also make other express companies struggle to find out whether they will be shut down in the future.