Chapter 1255

There is no doubt about the promotion and support of informatization to traditional industries. Almost any industry will change dramatically after informatization, so will logistics express industry.

Before Li Mu started to prepare for the construction of logistics hardware, he started the information-based road. At present, the logistics management system of Taobao logistics is not only the first logistics information-based management system in China, but also the same level as before and after 2010.

Senior brother Liu has always been in the forefront of Taobao logistics, so he has a special understanding of the logistics management system of Taobao. In his opinion, the system is a magic weapon. As long as a scanning gun is added to the key nodes of logistics, every link of express delivery from receiving to transportation to delivery can be very clear on the server to keep records for the entire logistics Efficiency improvement is not a little bit.

At this time, Li Mu asked Liu Shixiong: "in addition to our own land transportation network, how are the current aviation resources?"

"I have started to cooperate with Ms. Lin Lin," said senior brother Liu. "Now all the belly cargo resources of China Southern Airlines have been exclusively contracted by our joint venture company. We have also taken a lot of belly cargo resources of other airlines, and the proportion is getting more and more."

Li Mu nodded and asked elder martial brother Liu, "what's the specific time limit of Taobao express?"

"At present, if there is route support for trunk cities, we can deliver them within 24 hours, generally before 6:30 p.m., and after sorting and packing at 9-12 p.m., they will be installed uniformly. Basically, they will land in the destination city before 12:00 p.m. the next day, and they will be completed before 6:30 p.m. the next day," Liu said Delivery. "

"From the trunk city to the non trunk City, if there is route support, it will be delivered within 36 hours. The first half is the same as I said before. It will be delivered to the trunk distribution center within 24 hours, and then it will be delivered and delivered by land transportation from the trunk to the branch within the remaining 12 hours."

"From non trunk city to non trunk City, if there is route support, it will be delivered within 48 hours, basically from non trunk city to trunk City, then from trunk city to trunk City, then from trunk city to branch destination."

"From non trunk cities to non trunk cities, if there is no route support, the service can be guaranteed within 1000 kilometers, 48 hours, and over 1000 kilometers within 72 hours."

"If it's very remote southwest and northwest, users have two options. The timeliness of air transportation is also within 48 hours, but the price will be higher, and land transportation will be much cheaper, but the time will be a little longer. Generally, we promise to deliver it in 5 days."

Li Mu nodded and said, "this timeliness is very good. It's worthy of praise."

In the future, the domestic express industry ranks first in terms of efficiency, which is basically the same in terms of efficiency. Therefore, Taobao Express has basically been able to keep pace with the future, but the difference is in transportation capacity.

Although the National Express throughput scale has greatly improved, it has not yet entered the golden age of e-commerce. Taobao express can guarantee this timeliness under the current market demand, but if the traffic volume is doubled, it will certainly not play. In the future, Shunfeng has the largest express cargo fleet in China, but in the face of huge market demand, even Shunfeng is difficult The guarantee time limit, so Taobao logistics has a long way to go in the future.

Thinking of Shunfeng, Li Mu asked elder martial brother Liu, "how is the Shunfeng express over there in Guangdong Province?"

Li Mu once gave an order to senior brother Liu. For Shunfeng, a small enterprise that relies on Guangdong, Hong Kong and Macao express to have a good life, we must fight hard. Although its scale has not yet been established, it has opened up a gold mine that can make no loss. If we don't even kill it, with its capital accumulation becoming stronger and stronger, we will one day accumulate a lot of money and develop a small business for the whole bank Industry impacts.

Mr. Liu said: "we have acquired several teams with qualifications for transportation in Hong Kong and Shunfeng's employees and fought with them for price. Now we have dragged them to death. At present, our express delivery in Guangdong, Hong Kong and Macao is faster than Shunfeng's, and the overall treatment of our express delivery personnel in Guangdong Province is at least 30% higher than Shunfeng's, At the same time, with stronger welfare support, more importantly, our pricing at the market end is also very low. At present, our Guangdong Hong Kong Macao express is made of money, and Shunfeng dare not fight with us in price war. Now it should be in the zero profit operation stage. I heard that they have been unable to support and are seeking financing two days ago. "

"Financing?" Li Mu said with a smile: "a local express company still wants to raise money. Does it want to fight price war with us? Taobao logistics and Taobao technology are here. Which investor will invest in it? This dream is a little unrealistic

Elder martial brother Liu nodded and said, "I think they are basically out of business. If they persist for another one or two months at most, they will almost break up. There is no market and no profit. They have no advantage in front of us."

Said Liu: "in fact, with our current operation mode, express logistics industry in China has become the existence of all enterprises, not only downwind, other express companies are the same, they are now trapped in a huge vortex, although they also like us, horse automatic sorting system, horse logistics management System, efficient fleet and aviation resources, but they don't have enough capital to operate such a huge project. The threshold is too high, so they can only desperately reduce the price, and the profit margin has been reduced to the extreme, almost on the edge of the limit to bear. "Li Mu asked him, "is our comprehensive cost higher than them?"

"Yes." "Our overall cost is at least 30% higher than that of ordinary express companies, which is mainly reflected in such aspects as too much hardware investment in the early stage, high depreciation rate and high personnel cost," said Liu

"That is to say, because our overall cost is high, we can't cut through the blades of other express companies, and we will leave a little living space for each other," said Li Mu in silence for a moment

"Yes, for example, for the same line and the same weight, other express companies can bite their teeth to reduce the cost to 10 yuan, but our unit price cost can only be reduced to 13 yuan at the lowest. The space of the three yuan is the living space for them."

Li Mu smiled: "in this way, we want to make the industry develop as a whole. It's impossible to crush all express companies. Neither the government nor the law will allow us to be in a monopoly position in this industry, but we can achieve hierarchical monopoly through our own means."

"What do you mean by hierarchical monopoly?" Mr. Liu asked curiously

"For example, we only monopolize the middle and high-end express market, leaving a gap in the low-end express market for other companies. From the perspective of the whole express industry, we are not in a monopoly position, nor involve any monopoly operation, but from the perspective of users, we will eat all the middle and high-end express demand," said Li Mu

Elder martial brother Liu nodded, "I see what you mean. It really fits our current overall situation. With our huge heavy asset operation mode, it's hard to minimize the cost and fight with those enterprises at the bottom. The sea is deep and there are places we can't go down."

"Mr. Li and Mr. Liu, I don't think it's enough for us to focus on the middle and high-end market. According to the national conditions of China, no matter what industry, the middle and high-end market can't become the mainstream. Let's take the clothing market as an example. Most of the domestic market volume is supported by the middle and low-end market Electricity, mobile phone and fast food products are also the same. I have investigated the market share of daily chemical products before. Although we are seeing famous brands in Yanjing daily TV and shopping malls, we really know that most of the market is supported by small brands we do not know, and the market is very large, covering almost eight hundred million or nine hundred million of the rural population. The vast majority of them also cover a small part of the urban population. Guangdong Province produces five yuan a big bottle of shampoo. The sales volume is more than ten to twenty times higher than famous brands such as panting and haifeisi. If we sell all the low-end express market to these enterprises, we will probably sell more than half of the market volume to them in the future. This loss is very big ！”

The words of Lord Lei awakened Li Mu instantly.

I really believe in Shunfeng in my last life. I always think it's amazing that Shunfeng can achieve that scale, that service and that timeliness. But in the end, although Shunfeng is a unique branch in the industry, but looking at the whole industry, its share in the industry is far less than its reputation. There are a lot of low-cost express companies in China Division, three links and one access are just some of the larger ones, but there are countless unnamed express companies encroaching on the share of this industry. If they only want to make Taobao express a Shunfeng, then the imagination space is very limited. Shunfeng's market value is no more than 200 billion yuan, but the market value of top giants like UPS has been floating for a long time 。

If you want to be a world-class logistics company, you must have enough guarantee for the market share, only to be a middle and high-end company, which is obviously insufficient. Li Mu recalled that in his last life, at least 80% of orders in Taobao shopping didn't use Shunfeng express. That's because on the one hand, the seller is reducing the cost, on the other hand, the buyer is also reducing the expenditure. Many sellers follow a general Tongexpress company has a long-term cooperation relationship. The starting price of big customers' express delivery is as low as three or four yuan. In the same situation, Shunfeng's price is twice as high, so most sellers will not choose Shunfeng. If users have to choose Shunfeng, the extra cost will be borne by the buyer himself.

Most of the time, you need to buy something worth tens of yuan, and the seller packs ordinary express delivery, but you need to add 15-20 yuan to send it to Shunfeng buyer, so that if most of the buyers are not very anxious, they will never assign Shunfeng express, which is the lack of control of Shunfeng on the low-end market.

Li Mu didn't really play with industry and didn't understand the significance of low-end market. Elder martial brother Liu was obsessed with the self built logistics system, so he also ignored the low-end market. But different from the leader Lei, the reason why he can make millet bigger and stronger is his keen sense of the middle and low-end market, whether it's a pure low-end, pure low-end model, or a relatively low-cost, high matching middle and low-end model The model and Xiaomi mobile phone are playing very well on the product line, and many "Mi family" products derived from Xiaomi basically rely on these two dimensions to compete with their rivals.

Li Mu got this very important inspiration from his words. The middle and high end should do it, and the middle and low end should do it, which is the direction of all-round development. Otherwise, the good wind of last life is the future of Taobao express, without a larger pattern.

Then, Li Mu said positively, "Lao Lei is right. We can't give up the middle and low-end market completely. Otherwise, it's very easy for the mob to stir up the water more and more. If we don't have the ability to fish in the muddy water or don't want to fish in the muddy water, we'll have no food to eat once they mix up the water!"As he said, Li Mu recalled Xiaomi's way and said to brother Liu, "there are two tasks for you, elder martial brother. First, we need to reduce our cost and lower the blade. You just said that they can do 10, we can only do 13, which is not accurate, because once they really start to struggle for survival, they can continue to do it on the basis of 10 Look, if you don't know what to do, you can play a wild road for them. Maybe you can press this value to 5 at a time. At that time, when we are at 13, they are at 5, the space left for them is too big and too big! "

Senior brother Liu also realized the seriousness of the problem and repeatedly nodded, "I see. Next, I will try to further reduce our operating costs."

Li Mu said: "the operation cost and service timeliness are higher than yours. Although we can provide users with the highest timeliness now, we can't exclude that many users in the future choose the former when they choose the cost and timeliness. The same express delivery costs 20 yuan to deliver within 24 hours, 15 yuan to deliver within 48 hours, and only 10 yuan to deliver within 72 hours. Total There are many users who will choose the 10 yuan gear, so you should not only find ways to reduce the operating cost, but also make a better integration of our logistics system, not only to improve the efficiency, but also to let them play a role in reducing the cost. "

With that, Li Mu asked, "how much space and transportation capacity can we make use of each package express delivery, or container, belly cargo warehouse, in order to ensure the timeliness of express delivery?"

Elder martial brother Liu thought for a moment and said, "in addition to the very popular lines, which can reach about 90%, most of the others are about 70%. For example, tonight we are going to send trailers from Yanjing to Jinling. In order to ensure timeliness, we will start on time at 12:00 p.m., so even if only 50% of them are loaded, we will start on time."

Li Mu nodded: "that's the problem. From the cost point of view, the fuller the vehicle is, the more money it will make. But if it wants to be full, it will delay time. If it doesn't delay time, it will take as much as it needs to be loaded within the specified time, so that we have a great waste of transportation capacity. Then we will simply build a low-end product line. The package of this product line will be derived from From the moment of sorting, the system will automatically reduce its timeliness. For example, all parcels from Yanjing to Jinling will be sent out if they are not filled within the specified time. But if they are slow, they will stay in the sorting center and wait. When will they be full, or almost full, and when will they be sent out? In this way, this batch of slow goods will be sent out The overall cost of the product will naturally decrease a lot. "

Elder martial brother Liu nodded at once and said, "OK, I will start this matter immediately. In the evening, I will go to Fang Xudong to communicate with him about this demand and upgrade our system."

"As soon as possible!" Li Mu said: "in addition to this, we need to further improve the cost performance of our products. The so-called cost performance, on the one hand, is the performance, on the other hand, the price, just said the price, and then the performance. Think about how we can reduce the price and raise the performance at the same time!"