The competition among the giants behind Shentong’s “ban”

On August 18, Jingdong issued a “ban order” to Shentong express, according to its claim, because Alibaba refused to access its e-commerce platform to Jingdong Logistics. < p > < p > according to Jingdong Logistics, after the contract between Shentong and Jingdong open platform expired in June 2019, 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. In line with the principle of reciprocity and win-win cooperation, we can only reach an agreement on the issue of fair and win-win cooperation with Jingdong. However, as a logistics industry practitioner said, “Ali has been refusing to access JD logistics for many years, and JD has not expected much to be able to access Ali’s system. This attempt to block Shentong is just a passive move to avoid further expansion of Ali’s logistics system.” < / P > < p > in recent years, Alibaba has not only brought Shentong express into the category of “its own”, but also attracted Tiantian express, Yunda express, Baishi express, Yuantong express, etc. step by step. < / P > < p > just on August 14, a few days before Jingdong released its financial report, JD logistics announced that it would purchase the existing shares and subscribe the new shares issued by kuaijiang express for a total consideration of RMB 3 billion. It is expected that the transaction will be completed in the third quarter of 2020. This is an initiative of Jingdong Logistics. < / P > < p > the previous win take all situation of express delivery industry is being broken. In the circle, it is believed that after nearly 30 years of development, Jingdong Logistics, rookie, Shunfeng, four links and one Da have their own status in the world. When the industry pattern is stable, there are new troublemakers. Since the beginning of this year, two new upstarts of express delivery, Zhongyou express and polar rabbit express, are rising rapidly. It is found that there are still new opportunities in the express industry. < / P > < p > the crisis sense of Jingdong Logistics doubled. On the same day that Jingdong Logistics announced that Shentong would be banned, CEO Wang Zhenhui issued an internal letter announcing that Jingdong Logistics would upgrade its mission vision, organizational structure and brand image, and that Jingdong Logistics would make a public appearance with a new image. This also highlights the new ambition of Jingdong Logistics. On the evening of August 17, the latest financial report data released by Jingdong showed that the revenue of Jingdong Logistics in the first half of this year reached 21.8 billion yuan, an increase of 41.6% year-on-year, maintaining the growth trend. According to the “top 50 private logistics enterprises in China in 2019” released by China Federation of logistics and purchasing, Jingdong Logistics has more revenue than “three links and one access”, ranking second only to “one brother” SF. < / P > < p > it is not easy to achieve such a result today. It should be noted that JD logistics has suffered losses for 12 consecutive years. In 2018 alone, the loss exceeded 2.3 billion yuan. If internal settlement is deducted, it will exceed 2.8 billion yuan. Liu qiangdong, chairman of the board of directors and CEO of Jingdong group, once said: “if there is no change and no profit, the funds on account will only last for two years. After two years, the capital chain may be broken, because the funds raised are basically burned out.” As early as January this year, some foreign media reported that JD logistics might IPO in Hong Kong or US stocks in the second half of this year. Now there are 7 listed express companies in China, and Jingdong Logistics may become the eighth logistics listed company. < / P > < p > If Jingdong Logistics independently enters the capital market, then it can make up for some of the shortcomings of Jingdong Logistics by purchasing and leaping over express transportation. The blocking of Shentong express is also to clear the obstacles for the expansion and development of Jingdong’s own logistics system. < / P > < p > recently, due to the expiration of the contracts between Jingdong open platform and logistics service carriers including Shentong express, Jiaji Express, Guotong express, caxingtianxia, such as Fengda, Quanfeng express, etc., in order to ensure the order performance and stable and safe operation, merchants are reminded that after August 31, 2020, the above logistics service carriers may not be listed in the system delivery list If selected, the relevant logistics tracking information will not be displayed on the Jingdong platform. It is suggested that businesses switch logistics service carriers. < / P > < p > in response to this notice, JD logistics told Chinese entrepreneurs that “it is not for businesses to ban Shentong. Merchants can also use Shentong, but the order information will not be displayed on our system. In addition, over the past few years, we have been applying with Ali to open a peer-to-peer interface with JD logistics, but Ali has always refused, which is also the main reason for the stagnation of contract renewal progress. ” < / P > < p > according to public data, Alibaba holds 142 million shares of Baishi express, accounting for 33% of the total equity of Baishi express, which is the largest shareholder of Baishi express. In January 2017, Suning purchased 70% shares of Tiantian express with 2.975 billion yuan, and Alibaba was the second largest shareholder of Suning. In addition, Alibaba also holds different shares of Tongda express company, including 9.89% of Yuantong, 8.7% of Zhongtong and 2% of Yunda. Zhao Xiaomin, a well-known expert in the express industry, told China entrepreneur, “we still hope that all parties concerned will return to the logic of business and solve the problem from the perspective of Commerce, merchants and users. Because in pure business, there is no so-called equivalence, it is more a process of mutual compromise and compromise. ” < p > < p > on the afternoon of August 18, the relevant person in charge of Shentong responded again: “Jingdong is not the first time to do this, Shentong is not the first express company to be stopped, let alone the last one. There has always been a hegemonic culture in Jingdong. There is only itself and there is no symbiosis. ” < p > < p > in addition, Shentong also said that Jingdong had made a mistake. “Jingdong thinks Alibaba is our major shareholder and it is their own mistake. Now the major shareholder is actually Chen Dejun, chairman of the company. Originally, Ali wanted to hold more than 30% of the shares, but the capital has not come in. We are a listed company. If there is a change in equity, we will issue an announcement. ” < p > < p > Zhao Xiaomin told Chinese entrepreneur that JD said in its response that Ali was the actual major shareholder of Shentong, but at present, Ali has not exercised the right, so it can not be regarded as a major shareholder of Shentong in terms of legal relationship. In addition, Shentong also said that it has not officially terminated cooperation with JD, but still hopes to communicate with JD for settlement. < / P > < p > the relationship between the e-commerce platform and the express delivery enterprises is delicate. Coupled with the wrestling of the giants behind, some express enterprises will “unfortunately lie down”. Different approaches but equally satisfactory results were also found in

‘s case and the Alipay group’s cancellation of Alipay payment and the recent challenge of the US delegation, Wang Wang, who issued the “Taobao does not support WeChat’s payment”. < p > < p > on August 14, Jingdong announced that its Jingdong Logistics would spend 3 billion yuan to acquire the controlling interest of kuaijiang express. According to the latest industrial and commercial data, the actual controller of cross Express has become Liu qiangdong. In addition, in June of this year, Jingdong’s franchise Express brand “Zhongyou express” announced that Jiangsu, Zhejiang and Shanghai would be fully open to investment and franchise, and would mainly promote mass post express to platform merchants. As of June 30, 2020, JD logistics has operated more than 750 warehouses in China, including the cloud warehouse area managed by JD logistics, with a total storage area of about 18 million square meters. In the second quarter, the “Asia No.1” intelligent logistics center located in Langfang Economic Development Zone was officially opened. At present, it has 28 “Asia No.1” and more than 70 unmanned warehouses of different levels. The largest intelligent warehouse group in Asia has become a sample of intelligent iteration of logistics industry. < / P > < p > e-commerce platforms and logistics enterprises are closely related, and the territory expansion war between JD and Ali is evolving into a “positive” logistics runway race. As one of the giants of e-commerce industry, JD has built a huge business ecology. Express delivery is one of the important service contents of Jingdong e-commerce platform. Naturally, JD hopes to gradually improve its service market share in the platform ecosystem. < p > < p > while Ali is taking a stake in the integration of express delivery enterprises, JD is also constantly building and acquiring its own products in different ways, but by the same way, a new round of war is burning in the express circle.