The hottest express listed company released the da

2022-10-18
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The data of express listed companies in May came out: the business volume increased and the single ticket revenue decreased

release date: Source: Beijing Youth Daily Views: 1057 copyright and disclaimer

core tip: Recently, SF holdings, Yuantong express, Yunda shares and Shentong Express successively released the production and operation briefings in May. The data shows that the single ticket income of Tongda express continues to decline, approaching 2 yuan. North

recently, SF holdings, Yuantong express, Yunda Co., Ltd. and Shentong express successively released the production and operation briefing in May. The data shows that the single ticket income of Tongda express continues to decline, approaching 2 yuan. Beijing Youth Daily learned that after the new round of price war, the differentiation among express companies is serious, and the second and third tier enterprises are gradually out

the data of express A-share listed companies released in May

Beiqing daily learned that in May, the express business volume of SF holdings was 868million tickets, an increase of 36.48% year-on-year; The single ticket income was 15.59 yuan/ticket, a decrease of 13.44%. The business volume of Yuantong Express was 1.469 billion tickets, with a year-on-year increase of 27.11%; The single ticket income was 2.04 yuan/ticket, down 2.45%. The express business volume of Yunda shares was 1.612 billion tickets, with a year-on-year increase of 24.10%; The single ticket income was 2.02 yuan/ticket, a decrease of 0.98%. Shentong express business volume was 928 million tickets, an increase of 8.89% year-on-year; The single ticket income was 2.07 yuan/ticket, down 2.36%

the Research Report of Anxin securities shows that on the whole, the volume and price performance of the express industry in May are in line with expectations, especially the overall stability of the industry price. Considering that may is the traditional off-season, and the average weight of may in previous years is lighter than that in April, it is expected that the year-on-year decline in the unit price of express enterprises will continue to narrow, with a slight decline month on month

The price war once led to "lower than cost"

in fact, the average unit price of China's express delivery industry showed a downward trend year by year in, from 24.57 yuan/piece in 2010 to 10.55 yuan/piece in 2020, and continued to drop to 10.06 yuan/piece in 2021

according to the data, the difference between the growth rate of business volume and business income in the express market in the first quarter of this year was as high as 29.1 percentage points, and the average unit price of express delivery was only 10.2 yuan, lower than the average price in the same period of last year. At the same time, the average price in the same city and other places was 6.4 yuan and 6.1 yuan, a year-on-year decrease of 9.2% and 22.9% respectively. The State Post Bureau informed that this was the first time that the average price of intra city express delivery exceeded that of non local express delivery. The average price in the same city and in different places is "upside down", which shows the intensity of the price war

Beiqing daily learned that at the beginning of 2020, the National Express business will teach you how to buy one that can meet the requirements. It is greatly affected by the domestic epidemic. Leading express companies hope to grab more volume to make up for the deficit at the beginning of the year. First of all, Zhongtong should monitor and record important processing parameters in its production and launch a fierce price war in order to accelerate the differentiation of the competition pattern. SF began to increase its preference for e-commerce products and rapidly expanded its market share. Wang Wei, chairman and general manager of SF, said at the 2020 annual performance presentation of SF Holdings: "the company will continue to improve the competitiveness of e-commerce products in the future, provide differentiated services, layer products, carry out dual brand (preferential + Feng) operations, and continue to gain more share in the economic e-commerce express market." In addition, the new express enterprises have joined the competition and adopted a radical strategy of grabbing volume at low prices to accelerate the low-cost competition in the market. This low price competition even once reached a state lower than the cost price

the price war promotes the differentiation of enterprises

"I don't have any feeling. What are the functional characteristics of the 12 low-temperature impact tester? Yuan, with SF 18 yuan." A consumer who often uses express delivery to "return" goods said. Express price war is a war for major express companies to compete for major customers and e-commerce resources. For ordinary consumers, there is really not much feeling about express price, but this does not mean that the price war has no impact on consumers

the price war has caused direct harm to the fragile front-line franchisees. If companies want to reduce prices, they have to reduce costs and delivery fees. In the end, it is difficult to recruit couriers, and "the last mile" delivery disputes occur frequently. In June, it was even revealed that due to the drop in delivery fees, some express deliveries to villages and towns were told that they would only be transported to the urban area. If they wanted to pick up the pieces at the collection points in villages and towns, ordinary people would need to pay, and the price was generally 2 to 5 yuan. Although the matter was later confirmed to be a little illegal by the express company involved, the plight of point profit compression has not been alleviated

according to the data of the State Post Office, in the first quarter of 2021, the brand concentration index CR8 of express and parcel services was 80.5, a decrease of 5.4 compared with the same period of last year and 1.2 compared with the same period of 2019; There is serious differentiation among leading enterprises, and the second and third tier enterprises are gradually cleared up

in this case, all express giants are trying to open up new tracks. On May 29, SF holdings announced that it agreed to spin off its SF local company and list on the stock exchange of Hong Kong

recently, the State Post Office released the express industry data for may 2021. That month, the national express delivery enterprises achieved business volume 92, calling on the state to strengthen the construction of utilization standard system 200million pieces, an increase of 24.9% year-on-year; The business income was 86.42 billion yuan, an increase of 12.0% year-on-year. The State Post Office said that the industry continued to maintain a high growth trend, and the express business volume in the first five months of this year was close to the level of 2017

Andersen Securities said that the demand growth of the express industry is highly deterministic, and it is still an incremental industry, while the supply side accelerates the concentration of shares to the head

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