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From now on to September 7, you will receive free gift packages worth more than 700 yuan from Guan Qingyou, Luo Yuanshang, Chen Kaifeng and Jian Qi. < / P > < p > based on the current public response, the statements of both sides have shown that the main cause of the incident has nothing to do with the express service itself – Shentong express said that Jingdong said in the communication that the termination had nothing to do with the quality of service; while Jingdong believed that Ali had become the major shareholder of Shentong express, while Jingdong Logistics was still unable to enter Alibaba’s e-commerce platform In response, it violates the cooperation principle of “fairness, reciprocity and win-win”, so we can only suspend cooperation and look forward to looking for new cooperation opportunities with Shentong express. < p > < p > a person familiar with the matter told the reporter of the 21st century economic report that at present, Jingdong has not “blocked” Shentong express as the outside world said. It is learned that businesses can still use Shentong express for delivery, but Jingdong’s system will not display the corresponding order information. < / P > < p > “Ali has always refused to open an interface to JD logistics.” The source told the 21st century economic reporter that this led to the inability of Jingdong and Shentong express to renew their contract to continue cooperation. < / P > < p > in fact, whether it is Jingdong’s suspension of Shentong express cooperation or Ali’s refusal to accept JD logistics, this actually reflects the fierce competition pattern and cruel reality of the current express industry: on the one hand, in the continuous competition for market share, the express enterprises boost the industry to the pattern of oligopoly with high probability; on the other hand, the leading e-commerce enterprises have a strong influence on the express industry Deep intervention will certainly affect the shaping of the industry pattern. < / P > < p > looking back on the incident, on July 24, JD released the notice on the adjustment of cooperative express delivery service, which indicated that since the contracts between Jingdong open platform and logistics service carriers such as Jiaji Express, Guotong express, caxingtianxia, Shentong express, such as Fengda and Quanfeng express, the above-mentioned logistics service carriers may not be in the system after August 31, 2020 If you select from the shipment list, the relevant logistics tracking information will not be displayed on the Jingdong platform. It is recommended to switch logistics service carriers. According to 21st century economic report, the contract between Jingdong and Shentong will expire in June 2019. Jingdong said that after the expiration of the contract, the two sides continue to communicate on the issue of renewal. This means that the negotiation between Jingdong and Shentong express has lasted more than a year. < / P > < p > in March 2019, the company announced that its controlling shareholders and persons acting in concert signed the framework agreement with ALI, which will indirectly hold the equity of Shentong express as a strategic investor: pay 4.665 billion yuan and indirectly hold 14.65% equity of Shentong express through a new company. < p > < p > afterwards, Ali added the code. In July of that year, all parties signed the share option agreement again, and Ali planned to raise the total exercise price of the options to RMB 9.982 billion in the future, which may lead to the change of the actual controller of Shentong express. It is well known that Ali has “infiltrated” and “Tongda” express enterprises. At the end of the first quarter of this year, Hangzhou Alibaba Venture Capital Management Co., Ltd., a subsidiary of “Ali”, appeared on the list of top 10 shareholders of Yunda, which held 44.5256 million shares of Yunda shares, accounting for 2% of the total share capital. < p > < p > Alibaba’s shareholding in Yunda has realized all the investment in “Tongda series” express enterprises: in addition to Yunda shares and Shentong express, according to the latest public share information, Alibaba directly holds 8.70%, 9.89% and 33.03% of shares of Zhongtong express, Yuantong express and Baishi group respectively. Among them, Ali controls Baishi group, and Shentong express is likely to become the next controlled express enterprise. < p > < p > an industry person who did not want to be named told the 21st century economic report that it was not so much the suspension of cooperation between Jingdong and Shentong express that “caused disaster” to Ali, but rather a competitive game of e-commerce in the logistics system. This is not the first time that Jingdong has stopped cooperating with express companies. On August 11, 2017, JD officially announced that it would terminate the cooperation with Tiantian express and Baishi express from August 21. < / P > < p > at that time, Tiantian express was speeding up the integration with Suning e-commerce system, and was wholly acquired by Suning logistics in 2017, and then developed into a “direct” logistics service enterprise of Suning e-commerce platform; Baishi express received the support of “Ali series” capital all the way, and went to IPO in the United States in 2017, becoming the “son” of Ali. < p > < p > Dongxing Securities believes that “without cheap express service, China’s e-commerce industry can not get rapid development; on the contrary, the rapid development of online shopping has made the cake of express enterprises bigger, and the relationship between the two shows a spiral rise.” The agency further analyzed that the express industry integration that e-commerce enterprises like to see is “limited integration”, which aims to improve the overall distribution efficiency of the industry and at the same time limit the monopoly profits of express enterprises. < / P > < p > at present, domestic mainstream e-commerce platforms include Taobao (tmall), Jingdong, pinduoduo and Suning. Among them, many platforms build their own logistics systems to build a closed-loop e-commerce service. < p > < p > JD and Alibaba have taken two different paths in the construction of logistics system. The former, self built Jingdong Logistics, formed a pole, but also paid a huge cost for it, as well as the cost of losses for a long time; the latter, with a large amount of money, quickly constructed the logistics network by means of “self construction + investment”. < / P > < p > compared with Jingdong’s expansion of logistics, Ali relies on its own strong financial strength to deepen the dependence of express enterprises on itself. First, it has built “rookie logistics” with a large amount of money to connect with the e-commerce platform and downward to the transportation capacity of express companies; second, it has invested in express enterprises to form equity influence. < p > < p > although Jingdong has built its own logistics, it has gained a good reputation through direct marketing. However, the national network, trunk line resources and transportation capacity of Jingdong Logistics are limited, which is not as good as “Tongda system” enterprises. In addition, most of the e-commerce products of “Tongda system” enterprises come from Alibaba’s e-commerce platform. Adding that Alibaba holds shares in these enterprises, it may further squeeze the market share of JD logistics. < p > < p > on August 14, Jingdong Logistics announced that it would acquire the existing shares and subscribe the new shares issued by kuaijiang express. The transaction is expected to be completed in the third quarter of this year, with a transaction price of 3 billion yuan.