Very state electricity supplier "transboundary": S & P trap to the price war quagmire

Electricity provider industry is very strange, the industry as a whole does not make money, generally in deep mire of price war, but why there are people continue to come.
Is particularly surprising is ready to wade this muddy water to the domestic express industry boss SF Express, recently announced that its wholly-owned e-commerce site "SF preferred" Zhengshishangxian, targeting high-end food market.
Logically speaking, the electric and commercial enterprises to get involved in express more reasonable: the logistics of a direct impact on customer experience is an important part of the competition in the industry, the industry self-built logistics, service quality is easily controlled, fast back section, and is differentiated an important guarantee, such as Jingdong Mall's 211 limit reached ". In addition, the industry representative Jingdong Mall and off Eslite, "transboundary" objective historical conditions, level of service of the express industry is lagging behind, they did not find a matching service provider, at the same time, the business of the express industry relatively simple models and revenue models within a certain radius to meet the necessary order to retain self logistics will be able to achieve breakeven. Strategic sense to be considered over the books, why not do?
News, Jingdong and where customers express license apply to the National Postal Authority, will become the new army of the courier industry, in view of the cumulative size of the team and industry influencers, it is not surprising. In addition, due to price competition, power and commercial enterprises extend the value chain to reduce costs which can also understand. Previously, the Morning Star acute chairman Mr Chan said the company received less than Taobao platform order is that, the price is a high degree of transparency, sellers forced to have to make a fuss in the courier on a lot of the big sellers on the Taobao itself is a "four of a" franchisee. Besides, for the unlisted electrical business giants, the configuration of the logistics assets, to facilitate the concept of packaging the asking price of the capital market can be higher you?
Is the case, Jingdong and where the customer as a large number of orders by a third party, including some self-built logistics city. Most electric and commercial enterprises are the logistics outsourcing market is constantly changing, resources, energy, inherently limited, can be optimistic about the original business is still a leg to stand, but also where there is spare capacity to control other?
Express delivery companies compete for the electric provider cake, somewhat difficult to understand: one to enter the industry difficult to make money, now the initial point of time seems to slow, how much of each vertical field are some of the incumbent; Second, electricity providers platform to build from the supplier organizations, sourcing, marketing to consumers, at least in the process much more complex. Think of Suning Appliance in the industry work for so long, have too much trouble from the line moved online, logistics enterprises is equivalent to re-learn to establish a front desk system, this difficulty can be imagined. Distribution will naturally have the advantage, but the trouble most courier companies inventory of its own service in the end how much difference?
From the actual results, the China Post and TOM Group co-founder of "Post Music Network", Yuantong Express was established in 2008, the "new rural network, the early" testing the waters "can not say too successful.
More importantly, most power-commerce is the nature of the retail and courier logistics, economies of scale is critical. The premise of "cross-border" is often the players themselves have to have economies of scale, Wal-Mart, Suning has a huge logistics warehousing system, and the Jingdong later will have that family itself is a giant, the daily shipments placed in Well, the same pattern may not be suitable for the "common people" in the corporate group.
More than 200 years ago, economist Adam Smith popular metaphor for the manufacturing sector with pins for the universal education of the professional division of labor. Hing now talk about the "chain", but, provided that in mature markets, regardless of any industry to be able to "down-take" of the company, after all, specialization is the norm. The reason why there is a lot of chain-take-all companies in China, because many sub links are not yet mature, professional level can not keep up, had to do; professional third-party capacity reserve is not enough, the pressure of competition is not yet apparent.
Specific to the case of good luck, success is difficult to judge, at least not on behalf of the industry trends, nor is it generally express delivery companies can freely imitate. SF is the reason why cross-border, does not rule out the possibility that Wang Wei has a unique business sense may only have a greater commercial ambitions. However, there is after all no all-powerful company.