On July 24, JD released the notice on Cooperative express delivery service adjustment in the seller’s forum. Because the contracts have expired in succession, businesses are required to stop the products of several express logistics companies, such as Jiaji Express, Guotong express, caxingtianxia, Shentong express, such as Fengda and Quanfeng express, and switch Express suppliers in time. If the contracts are not switched, the normal delivery of goods will be affected. < / P > < p > it is worth noting that, in addition to Shentong express, Guotong express, card bank Tianxia, Fengda, Quanfeng express, etc. have been unable to provide express logistics services normally due to poor operation, and the express business license of Jiaji Express and other companies has long been cancelled. < p > < p > Shentong express, which has suspended cooperation with these carriers, has become the focus of public opinion. According to the response of both parties, the suspension of cooperation has nothing to do with the service quality of Shentong express, but the contract between the two parties has expired normally in June 2019, and no agreement has been reached in the process of renewal. < / P > < p > behind the failure to reach an agreement, it is inseparable from the closer relationship between Shentong and Alibaba, which also reflects the changes in the industry competition after the e-commerce platform deeply arranges the express logistics service network. < / P > < p > according to the above announcement, in order to ensure the order fulfillment and operation stability and safety of merchants, the Jingdong open platform reminds the merchants that after August 31, 2020, the above logistics service carriers may not be selected in the system shipment list, and the relevant logistics tracking information will not be displayed on the Jingdong platform, so it is suggested to switch logistics service carriers. < p > < p > Shentong express told the interface news that after receiving feedback from merchants and outlets, the business principal of Shentong express has been communicating with relevant responsible persons of Jingdong, but the problem has not been solved. “The other party said in the communication that the termination had nothing to do with the quality of service. Shentong and consumers are deeply sorry for the impact. Although the volume of Jingdong express is not large, Shentong will continue to do a good job in the package service on the way, so that consumers will not be affected. ” The relevant person in charge of Shentong express also 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. ” As for the main reason why the two sides failed to reach an agreement, Jingdong responded: “in June 2019, after the contract between Shentong and Jingdong open platform expired, the two sides were also in constant communication on the renewal of the contract. 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. ” At present, more than 50 domestic mainstream express logistics enterprises, such as China Post, Shunfeng, Zhongtong, Yuantong, Yunda, Yimi Dida and Zhongyou express, have maintained normal cooperation with Jingdong open platform, and the businesses of Jingdong platform can choose freely, and the order performance and operation will not be affected. < / P > < p > according to interface news reporters from two Jingdong merchants, at present, there is no option for Shentong express in Jingdong’s back-end shipping list, but this has little impact on their business, “you can change to another express service provider”. < / P > < p > at the same time, the express logistics business of the self operated part of Jingdong Mall is handed over to Jingdong Logistics, and the business of Jingdong open platform is connected to many external express logistics service providers other than Jingdong Logistics and Zhongyou express. In the existing business volume of Shentong express, the number of pieces from Jingdong platform accounts for a relatively low proportion. < / P > < p > a Shentong express franchisee told reporters that in the past, the business volume from Jingdong Mall was very small. Another franchisee said that there was no business related to Jingdong Mall in the past, so the suspension of cooperation this time has “almost no impact on their business operation”. < p > < p > in July 2017, Jingdong Mall announced that it would terminate the cooperation with Tiantian express, and suggested that businesses should use Jingdong Logistics, Shunfeng, Zhongtong, Yunda, Shentong with better comprehensive service quality, and exclude EMS, Yuantong, Debang, Baishi and other companies. On August 21, 2017, Jingdong platform officially terminated the cooperation with Tiantian express and Baishi express. < p > < p > Tiantian express was acquired by Suning logistics for 4.25 billion yuan in early 2017, when Ali was the second largest shareholder of Suning. At that time, Baishi express was the express company with the closest relationship with Alibaba: since the establishment of Baishi in 2008, Alibaba has had several rounds of investment. When Baishi was listed in the United States in 2017, the prospectus showed that Ali had become the largest shareholder of Baishi logistics, with a shareholding ratio of about 29%. < / P > < p > on the one hand, the prosperity of China’s e-commerce has driven the rapid growth of China’s express industry, and ranked first in the global express business volume. Different from the business model of international express giants in Europe and the United States, e-commerce parcel business has contributed about 80% of the revenue of “Tongda 100” and other enterprises for a long time. E-commerce package is the market that express companies have to contend for, which also determines that China’s e-commerce industry has the highest voice in the express industry. < / P > < p > on the other hand, with the increasingly fierce competition among China’s top e-commerce platforms, the importance of express delivery and logistics service capabilities has become increasingly prominent, which has become an important factor affecting competition. Different e-commerce platforms have adopted different ways to strengthen the control of logistics service capabilities, while JD and Ali have embarked on the same path. < p > < p > in recent years, through a series of equity investment, Alibaba and its newbird network have successively invested in five listed Chinese private express companies, such as Baishi, Yuantong, Zhongtong and Yunda. Among them, Alibaba announced its stake in Shentong last year and obtained the right to subscribe for Shentong shares. If Alibaba exercises the right, it will become the controlling shareholder and actual controller of Shentong. < / P > < p > unlike Alibaba, JD has long chosen to build its own logistics. Since April 2017, Jingdong Logistics has become an independent sub group, and has made efforts to expand express delivery business in addition to warehouse distribution business. Since then, opening orders from outside has become an important goal of the development of JD logistics. According to a previous report by lastpost later, CEO Wang Zhenhui of Jingdong Logistics once asked his subordinates to contact Ali and pinduoduo to seek cooperation. “In logistics, we will always be Party B,” he said < / P > < p > at the same time, in addition to Jingdong express, this year, Jingdong has also registered and established a Express brand “Zhongyou express”, which focuses on small e-commerce items within 3kg. At this stage, it is still in the process of opening up for investment and joining in the whole country, and has started operation in Guangdong and other regions. According to industry analysis, this move may serve Jingxi, an e-commerce platform under Jingdong, which focuses on the sinking market. It also has the strategy of following up SF’s e-commerce products and directly benchmarking Alibaba’s “Tongda system” express. < / P > < p > “after all, there are public mails now, so it’s time to break them.” A Jingdong Logistics insider told the interface news reporter. According to him, last year, Jingdong Logistics undertook a small number of businesses of pinduoduo platform, but this year it was “basically kicked out”. < p > < p > Shentong express has become the first “Ali series” express company to be terminated by Jingdong open platform after the launch of zhongpost express. However, with the further improvement of e-commerce’s intervention in the logistics system, the express logistics service providers have become more and more obvious, which may become the industry’s normal in the future. < p > < p > at present, Jingdong Logistics and Jitu express, which is “rumored” with pinduoduo, have not yet been connected to Alibaba’s rookie logistics interface, while Shentong express, Baishi express and Tiantian express have successively terminated their cooperation with Jingdong open platform.