Whether Alibaba’s e-commerce platform will incorporate JD logistics into its distribution system is one of the negotiation conditions for Jingdong and Shentong to restart cooperation, but Ali thinks it has nothing to do with it. < p > < p > on August 18, a notice from Jingdong to merchants spread on the Internet, leading to the contradictions and problems between Jingdong, Shentong and Ali, which were previously unknown to the public. < p > < p > in this notice, Jingdong (NASDAQ: JD) said that the contracts between Jingdong open platform and a series of express companies such as Shentong express (002468. SZ) have gradually expired, reminding merchants that after August 31, businesses may not be able to select the services of the above-mentioned express companies in the system delivery list, and relevant logistics information can not be displayed on Jingdong platform. It is suggested that businesses replace logistics service carriers. < p > < p > Jingdong said that at present, businesses can still choose to use Shentong express service on their own. However, in the open platform system of Jingdong, Shentong express is no longer displayed, and consumers are unable to view logistics information on Jingdong platform. < p > < p > according to the various understandings of Caijing, Jingdong and Shentong failed to reach an agreement on the cooperation. The main reason is that Jingdong hopes to use the negotiation with Shentong to ask Alibaba (Baba. N), the shareholder of Shentong, to give equal treatment to Jingdong Logistics, and incorporate Jingdong logistics into the distribution system of Taobao and tmall. < / P > < p > Jingdong Logistics is already a socialized integrated logistics service company. It not only distributes packages to Jingdong Mall, but also wants to enter Alibaba system to deliver packages for Taobao and tmall platforms. At present, the proportion of external revenue of JD logistics has exceeded 40%, but it has not been included in Ali’s logistics system. < / P > < p > among the other express companies that Jingdong stopped cooperating with, card bank Tianxia also belongs to “Ali Department”. In 2019, it introduced the strategic capital increase of Alibaba rookie network and pros Yinshan capital, and Guan Xiaodong, CEO of card bank, also served as the general manager of newbird transportation network department. Zhongyou express is considered to be an express company with close relationship with Jingdong and focusing on sinking market. The operation of Jiaji Express, Guotong express and rufengda is not ideal. < p > < p > a person in charge of external communication of Shentong express told Caijing: “Jingdong sent the above notice of stopping Shentong express to the merchants on July 24, and we learned about it only after receiving feedback from some merchants and outlets.” However, Jingdong told Caijing that the formal cooperation contract between Jingdong and Shentong had expired in June 2019, and both sides had been discussing the renewal of the contract for a year, but the contract had not been concluded. < / P > < p > Jingdong stressed that although there has been no formal renewal, JD has not prevented businesses from choosing to use Shentong’s services, and businesses can still choose Shentong on their own. However, as Shentong is no longer displayed in the system of Jingdong platform, consumers can not track Shentong packages on Jingdong platform, so it is necessary for JD to issue this notice The obligation to inform the business. < / P > < p > in its public reply, Shentong said that after receiving feedback from merchants and outlets, Shentong’s business principal has been in communication with relevant responsible persons of Jingdong, but the problem has not been solved, and the termination has nothing to do with service quality. < p > < p > Shentong also adopted some harsh words, “we are deeply shocked by this abuse of platform hegemony, and 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 > for Shentong’s position, Jingdong said it felt aggrieved. One of the things hindering the continued cooperation with Shentong is that Jingdong Logistics has been unable to enter the Alibaba system, one of the shareholders of Shentong, to undertake the order business of Taobao and tmall, a Jingdong foreign communication source told Caijing. “August 18 is the 8th Anniversary brand day of Jingdong Logistics. Shentong may want to give us some pressure.” < / P > < p > the person said that in the cooperation negotiation with Shentong, Jingdong Logistics was connected to the Ali platform, became one of the logistics partners of Ali, and took orders from Taobao and tmall, which was one of the negotiation conditions. However, the negotiation was not smooth at this point. < p > < p > the logic of JD is that Alibaba has strategically invested in Shentong and is a shareholder of Shentong. Shentong is undertaking the business of JD. Then, as an independent subsidiary of JD, JD logistics should also be accepted by Alibaba to undertake express orders from Taobao and tmall, but it has not been responded to so far. < / P > < p > “we have been applying to Ali for many years, but Ali has been refusing and has made little progress. This situation has affected the negotiation process between us and Shentong.” “All of us are open businesses. If we are open to Shentong, we also hope that Ali can open its business to us, which is exactly what we mean.” < p > < p > with regard to the suspension of formal cooperation between Jingdong Logistics and Shentong, and the fact that Jingdong Logistics has always wanted to enter the Alibaba system to undertake express delivery business, Ali replied to Caijing and said, “this person needs to ask Shentong. This is a problem with the interface between Jingdong and Shentong. It has nothing to do with ALI, so we will not reply. ” < / P > < p > as the largest e-commerce platform in China and the owner of tmall Taobao, Alibaba did not build its own logistics distribution system, but chose to obtain express delivery resources through equity investment “Tongda system”. < / P > < p > the investment in Shentong occurred in March 2019, when Ali invested 4.66 billion yuan in Shentong express and obtained 14.65% equity share. In July of the same year, Ali also obtained a package of share options for Shentong’s affiliated companies within three years from December. After the completion of the share purchase transaction, Ali will become the controlling majority shareholder of Shentong. In addition, Ali also shares in Yuantong, Zhongtong, Yunda and Baishi in different proportions. < / P > < p > contrary to Alibaba’s strategy, JD has chosen to build its own logistics system with higher distribution efficiency. In recent years, logistics business has become an important weapon for differentiated competition between JD mall and Alibaba e-commerce business. < / P > < p > with the growth of its scale, JD logistics not only serves the Jingdong e-commerce platform, but also seeks more cooperative business, which is why JD logistics wants to undertake the parcel distribution business of Alibaba e-commerce platform. According to the data of < p > in the first quarter of 2020, JD logistics has accounted for more than 40% of the total revenue of the first quarter. In the third quarter of 2019, the company turned losses into profits after 12 years of losses, with a profit of 6 billion yuan. The company is also seeking an independent listing. < / P > < p > for the appeal of “JD logistics wants to be included in Alibaba’s distribution system”, Li Chengdong, an independent analyst in the e-commerce industry, believes that Ali is the shareholder of Shentong, and Alibaba’s logistics company receives business in JD. If it is a fair transaction, it should also allow JD logistics to receive orders in Ali’s e-commerce platform and open up opportunities for each other. “But maybe in Ali’s eyes, it is a matter of user data. Opening it to JD logistics also means that part of user data is taken away by JD.” He told Caijing. From the perspective of service convenience and consumption experience, Zhao Xiaomin, an analyst in the logistics industry, believes that if the cooperation with Shentong is completely stopped, it will also be a loss to Jingdong platform. “From the official express delivery satisfaction point of view, Shentong is in the midstream position, and it is expected that both sides will start from the perspective of business and service for business users.” According to the reporter, Jingdong and Shentong are still discussing cooperation opportunities. In its official reply, JD said that the door of cooperation has always been open, and it is looking forward to looking for new cooperation opportunities with Shentong in the future. < / P > < p > both Jingdong and Shentong said that Shentong did not receive enough express delivery on Jingdong platform. Shentong said it apologized to the affected consumers and businesses. Although the volume of Jingdong express is not large, Shentong will continue to provide package services in transit, so as not to affect consumers. < / P > < p > at present, the cooperation between Zhongtong, Yuantong, Yunda and other “Ali series” express companies has not changed. 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 Jingdong platform merchants can choose freely, and the order fulfillment and operation will not be affected.