SF Express’s open mutual tear has made the current e-commerce logistics circle full of a strong smell of gunpowder. With the successive statements of giants such as JD.com and Tencent, this war around "logistics big data" has become increasingly eye-catching. It was not until the State Post Bureau finally coordinated that the incident was temporarily alleviated. So, what is SF Express’s confidence in fighting against rookies? How important is logistics big data that makes big players regard as their lifeblood?
Face and heart are not in harmony, Alibaba and SF Express have been stricken for a long time
The process of the mutual confrontation incident is roughly as follows: Cainiao's statement on June 1 stated that SF Express suspended the data logistics interface for Cainiao and Taobao, which is not conducive to protecting consumers' information security. SF Express said that it was Cainiao who took the initiative to ban Fengchao from Tencent Cloud to Alibaba Cloud. The two sides then entered a state of "fighting" with each other. JD.com, Tencent Cloud, Meituan and others supported SF Express, and the State Post Bureau asked both sides to be political and take the overall situation into consideration. Then the senior officials of the two sides held a late-night meeting to negotiate, and agreed to fully resume business cooperation and data transmission from 12:00 on June 3.
In fact, the conflict between SF Express and Alibaba has long existed, and the outbreak of this incident was not accidental. After sorting out the previous frictions between the two giants, it is not difficult to see that SF Express has long been unwilling to rely on the Alibaba Empire.
In May 2014, SF Express voluntarily suspended its cooperation with Taobao merchants, no longer delivered ultra-low logistics parts, and turned to cooperation with other emerging e-commerce platforms.
May 28, 2015 is the second anniversary of the establishment of Cainiao Network. More than 10 express delivery representatives all appeared to support Alibaba, but SF Express was absent.
In June 2015, SF Express jointly established Fengchao Technology with four logistics companies, Shentong, Yunda, ZTO and Prolos. Subsequently, the rookie announced in a tit-for-tat way that Best Huitong and YTO will join the rookie station. At this point, the two sides had a strong confrontation and were frequently in secret.
The latest performance was at the Global Smart Logistics Summit in May this year. The heads of major express delivery companies such as Santong and Yida came to listen to Jack Ma's speech, but Wang Wei from SF Express was not seen.
江湖上甚至有传言称，早前几年马云两次在香港约见王卫，王卫婉拒。也有说王卫在七八年前屡次约马云见面而不得的段子。这些都从侧面印证了阿里和顺丰的合作似乎一直貌合神离。
If you don’t want to argue, what is the confidence of SF Express to argue with rookies?
In Liu Qiangdong's words, Cainiao Logistics is building a system for several logistics companies. To put it nicely, it is to improve the efficiency of these express companies; to put it bluntly, finally, you can wait and see, most of the profits of these companies are absorbed by Cainiao Logistics. However, there are not many companies that dare to confront Alibaba, so why should SF Express dare to argue with Alibaba?
This is related to SF Express's business layout. According to industry data, currently Alibaba's parcels account for 70%, and most of the orders of Santong and Yida come from e-commerce express delivery, while SF Express's e-commerce express delivery accounts for a relatively small proportion, and a considerable part of its revenue comes from cooperation with mid-to-high-end customers such as Apple, Huawei, Xiaomi, and ZTE.
From the perspective of operation model, Sitong and Yida adopt a franchise model, mainly aimed at the mid- and low-end markets, with relatively serious homogeneity; SF Express adopts a self-operated model, mainly aimed at the mid- and high-end markets, with relatively little competition, which is conducive to improving service quality and company reputation. At present, the average gross profit per order of Tongda has dropped to below 1 yuan, while SF Express can maintain it above 4 yuan, which is much higher than that of competitors in terms of gross profit.
After you figured out, it is necessary to talk about the core contradictions of the fight. The fuse of this dispute between the two sides is logistics data. How important is this thing? Why did two men worth hundreds of billions turn against each other?
According to SF Express, Cainiao asked Fengchao to provide customer privacy data that was not related to it, and Fengchao rejected this unreasonable request. Cainiao refuted that after the Fengchao Express Locker and Cainiao data were connected, it had been retrieving a large amount of information such as Taobao user phone numbers and other information, and it exceeded the scope of reasonable use, and there were serious safety hazards. This was the core cause of this incident.
Those who get "data" will win the world. With the rapid development of artificial intelligence, the logistics industry in the future will inevitably become more intelligent, and many tasks may be replaced by machines, and all of this requires mastering important data. The big guys are willing to break up with AI and fight for big data.
Alibaba wants to achieve all this and achieve "unification" of the logistics industry, but SF Express is unwilling to surrender. As analyzed above, SF Express’s ultimate goal is to build a comprehensive logistics platform, build its own system, and independently master core logistics data. It is the trump card that distinguishes it from other logistics companies. Then Wang Wei will obviously not give up the trump card easily.
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