In the past, e-commerce platforms were mainly invested in online, while express delivery companies were responsible for offline logistics. However, with the integration of online and offline, e-commerce platforms posed a threat to the core business of express delivery companies.
Shortly after SF Express and Cainiao reconciled, the drama of e-commerce platforms and express delivery companies fighting each other was staged again. Recently, JD.com issued the "Notice on the Adjustment of Platform Cooperation Express", saying that in the comprehensive evaluation ranking, Tiantian Express scored low in service quality and user satisfaction, and some violations of platform rules, and will suspend Tiantian Express service from July 31. This move triggered strong responses from Tiantian Official and Sun Weimin, Chairman of Suning.
On the afternoon of July 24, Sun Weimin posted a post titled "JD.com, you can do wrong, and don't do evil." That night, a spokesperson for JD.com Logistics responded on Weibo, "Please check out netizens' comments on the quality of daily express service when you have time, which will help put away your glass heart."
JD.com banned Tiantian Express, it is still difficult to determine which one is right or wrong, and this can't help but remind people of the previous dispute between SF Express. Why do e-commerce platforms continue to conflict with their former close partner express companies? How many times will the ban and anti-ban be staged between the two sides?
The reason why SF Express banned Cainiao before seemed to be due to the big data dispute - SF Express accused Cainiao of calling too much of its own user data, and Cainiao also argued that SF Express used too much third-party data. This time, JD.com banned Tiantian Express . The reason given by JD.com is that Tiantian Express service quality ranks last in the evaluation, so it must be eliminated.
But no matter what the reason is, it cannot cover up the increasing number of sharp conflicts of interest between e-commerce platforms and express delivery companies. The root cause of the dispute between SF Cainiao is that Cainiao is an open platform. Its strategic goal is to build smart logistics, that is, to transform and optimize the traditional express industry through big data and artificial intelligence. This inevitably requires sharing and docking of data resources across the industry. However, express delivery companies such as SF Express have concerns about this, believing that customer data is the core resource of the enterprise and cannot be used by others.
JD.com has banned Tiantian Express , and behind it is that JD.com has invested tens of billions of self-built logistics, especially recently, JD.com has established a logistics sub-group and regards it as an important direction for future profits. Liu Qiangdong even said that in the future, China's logistics industry will be the dominant one of JD.com. This requires JD.com to adopt a more radical expansion strategy and strive to become famous for logistics resources.
As a result, JD.com's logistics sub-group has formed a direct competitive relationship with other express delivery companies, eliminating weaker competitors one by one, so as to cut through more market stocks and increments. It is predictable that JD.com's offensive in the logistics industry has just begun. Today is Tiantian Express, and tomorrow it may be other express companies. This fierce game may not be until JD.com realizes its final demand.
Another deep meaning of JD.com's ban on Tiantian Express is that behind Tiantian Express is Suning, which is also an alliance with Alibaba and is one of JD.com's well-known competitors in the e-commerce field. JD.com cannot tolerate Tiantian Express continuing to share its own logistics cake.
It can be said that what is present is a relatively mixed situation. The dispute between platforms and express delivery companies and platforms has accelerated the frequency of conflicts in the logistics market and upgraded the scale. In the past, e-commerce platforms were mainly invested in online, while express delivery companies were responsible for offline logistics. However, with the acceleration of the trend of online and offline integration, e-commerce platforms have increased the deployment and development of offline logistics and warehousing, which has posed a threat to the core business of express delivery companies. In particular, JD.com started with self-built logistics, and also served as the core competitiveness of future-oriented business, which will inevitably reshuffle the express delivery industry and try to gain more voice and control over the upstream and downstream.
Therefore, it can be asserted that the dispute between "platform and express delivery companies" is irreversible, and more games may take place in the future. For consumers, what they are more concerned about is that the development of the logistics market should not cause pauses or even regressions, which will affect the service quality and user's personal rights and interests. This also requires that when the market fails, the government regulatory authorities have timely adjustments and interventions to ensure that public interests are put first.
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