Cainiao is accelerating the layout of logistics ends. On June 8, ST Santai issued an announcement on the progress of major asset restructuring suspension, stating that it had signed preliminary cooperation intentions with transaction counterparties such as China Post Capital Management Co., Ltd. and Zhejiang Yibao Network Technology Co., Ltd. (a wholly-owned subsidiary of Zhejiang Cainiao Supply Chain Management Co., Ltd., hereinafter referred to as "Cainiao Yibao").
ST Santai announced that the company has signed a preliminary letter of intent for cooperation with the counterparty of the major asset restructuring and added a new counterparty on June 7. Currently, the counterparts of this transaction are China Post Capital Management Co., Ltd., Yadongbeichen Investment Management Co., Ltd. (a wholly-owned subsidiary of Shanghai Fosun Industrial Investment Co., Ltd.) and Cainiao Yibao. According to people close to the transaction, the cooperation was led by China Post, Fosun participated, and Cainiao followed suit.
It was learned from Cainiao that the transaction cooperation method is currently a planned shareholding, but the specific details must be disclosed by the official announcement. This is also reflected in the announcement. This transaction involves the transfer and capital increase of part of the wholly-owned subsidiary I Laila Company, and does not involve the issuance of shares to raise funds. ST Santai is the parent company of Chengdu Ilala Grid Information Technology Co., Ltd., which has developed the Smart Cabinet Express Easy. Data shows that Express Yi is one of the well-known express cabinet companies in China, with 56,000 express cabinets in 79 cities.
The announcement of this capital cooperation was announced after the battle between Cainiao Network and SF Express, which inevitably caused speculation from the outside world about Cainiao Network's action. However, according to the normal corporate cooperation principle, Cainiao’s contact and negotiations between Express Yi obviously should be earlier than Cainiao’s SF Express battle.
Jiang Qiping, Secretary-General of the Information Technology Research Center of the Chinese Academy of Social Sciences, believes that from the perspective of logistics, one is a company born in logistics, and the other is an Internet person doing logistics. The difference is that traditional logistics will not compete for data. Because logistics is equivalent to the business closest to end customers, the data obtained from customers can be directly integrated and sorted out the industrial chain, and even directed production. This is not a simple concept of pulling goods; and the emerging logistics founded by Internet people want to obtain customer data. Industry insiders admitted that Cainiao's shareholding in Express Yi may also target data resources. The industry insider pointed out that the rookie should be interested in all the contents of the "last mile". Smart express cabinets penetrate into the community and can continue to upgrade and add functions in a relatively single express delivery and delivery function in the future, and the corresponding functions and data are also richer. From a macro perspective, these data not only serve Cainiao Network in the logistics field, but also cooperate with Alibaba's new retail strategy.
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