There is no doubt that informatization will enhance and bless traditional industries, and almost any industry will undergo earth-shaking changes after informatization, and the same is true for the logistics and express industry.

At present, the logistics management system of Taobao logistics is not only the first set of logistics information management system in China, but also the level is not weak compared to the previous life around 2010.

In his opinion, this system is simply an artifact, as long as a link of scanning code gun is added at the key node of logistics, each link of express delivery from receipt to transportation to delivery can be very clearly recorded on the server, and the improvement of the entire logistics efficiency is not a little bit.

At this time, Li Mu asked Senior Brother Liu: "In addition to our own land transportation network, how are the current aviation resources?"

Senior Brother Liu said: "I have already started cooperation with Ms. Lin Lin, and all the belly cargo resources of China Southern Airlines have been exclusively contracted by our joint venture company, and we have also taken a lot of belly cargo resources from other airlines, and the proportion is getting more and more." ”

Li Mu nodded and asked Senior Brother Liu: "What is the specific timeliness of Taobao Express at present?"

Senior Brother Liu said: "At present, the trunk city to the trunk city, if there is a route support, we can already achieve 24 hours of delivery, generally before half past six in the afternoon, after the completion of sorting and packaging at 9-12 o'clock in the evening, unified installation, basically before 12 noon the next day will be in the destination city landing, in the next day before half past six in the afternoon to complete the delivery." ”

"Trunk cities to non-trunk cities, if there is route support, delivery within 36 hours, the first half is the same as I said before, within 24 hours to the trunk distribution center, and then the remaining 12 hours through the trunk to branch land transportation delivery and delivery. ”

"From non-trunk cities to non-trunk cities, if there is a route support, it will be delivered within 48 hours, which is basically non-trunk cities to trunk cities, and then from trunk cities to trunk cities, and then trunk lines to feeder destinations. ”

"From non-trunk cities to non-trunk cities, if there is no route support, within 1,000 kilometers, it will be delivered within 48 hours, and if it is more than 1,000 kilometers, it will be delivered within 72 hours. ”

"If it is a very remote southwest and northwest, users have two options, the timeliness of air transportation is also within 48 hours, but the price will be higher, land transportation will be a lot cheaper, but the time is also a little longer, generally we promise to deliver in 5 days. ”

Li Mu nodded and said, "This timeliness is already very good, and it is worthy of praise." ”

In the future, the tailwind of the first place in the domestic express delivery industry, the domestic express delivery timeliness is basically the same, so in terms of timeliness, Taobao Express has basically been able to be on par with the tailwind in the future, but the difference is in the capacity.

Now the country's express throughput scale has been greatly improved, but has not yet entered the golden period of e-commerce, Taobao Express in the current market demand can guarantee this timeliness, but if the volume doubles, it will definitely not be able to play, the future of Shunfeng has the largest domestic express cargo fleet, but in the face of huge market demand, even Shunfeng is difficult to ensure timeliness, so Taobao logistics in the future is still a long road.

Thinking of the tailwind, Li Mu asked Senior Brother Liu: "How is the tailwind speed in Guangdong Province?"

Li Mu once gave an order to Senior Brother Liu, to Shunfeng, a small enterprise that relies on Guangdong, Hong Kong and Macao Express to live extremely nourishing, must be beaten hard, because although its scale has not yet risen, it has opened up a gold mine that is sure to make money and not lose money, if it is not even knocked out, as its capital accumulation becomes stronger and stronger, it will one day accumulate and bring an impact on the entire industry.

Brother Liu said: "We have acquired several fleets in Hong Kong with two transportation qualifications, plus we have been poaching Shunfeng employees and fighting a price war with them, and now they have been dragged to death, at present, our Guangdong-Hong Kong-Macao express delivery time is a little faster than Shunfeng, and the overall treatment of our couriers in Guangdong Province is at least 30% higher than Shunfeng At present, our Guangdong-Hong Kong-Macao express is losing money, and Shunfeng does not dare to fight a price war with us, now it should be in the zero-profit operation stage, two days ago I heard that they can no longer support it, and are seeking financing. ”

"Financing?" Li Mu snorted and said disdainfully: "A local express delivery company, still want to raise money, financing to fight a price war with us? There are Taobao logistics and Taobao technology here, which investor will invest in it? This dream is also a bit too unrealistic." ”

Senior Brother Liu nodded and said, "I think they are basically out of play, at most if they hold on for another month or two, they will almost break up, there is no market, no profits, they don't have any advantage in front of us." ”

Speaking, Senior Brother Liu said: "In fact, with our current mode of operation, in the domestic express logistics industry has become the existence of all enterprises beyond the reach of the dust, not only tailwind, other express companies are the same, they are now caught in a huge whirlpool, although they also want to be like us, on the automatic sorting system, on the logistics management system, Efficient fleet and aviation resources, but they simply do not have enough capital to operate such a huge project, the threshold is too high, so they can only desperately lower the price, the profit margin has been extremely low, almost on the edge of the limit of bearing. ”

Li Mu asked him: "Our comprehensive cost is higher than theirs, right?"

"Yes. Senior Brother Liu said: "Our overall cost is at least 30% higher than that of ordinary express companies, which is mainly reflected in the large hardware investment in the early stage, high depreciation rate, and high personnel costs. ”

Li Mu was silent for a moment and said: "In other words, because of our high overall cost, we basically can't cut the blade of other express companies, and it will leave a little living space for the other party." ”

Senior Brother Liu said: "That's right, for example, the same line, the same weight, other express companies can grit their teeth and push the cost to 10 yuan, but our unit cost can only be pressed to 13 yuan, and the space of these three yuan is the living space left for them." ”

Li Mu smiled slightly: "That's fine, we want to let the industry develop as a whole after all, it is impossible to squeeze all the express companies, the government and the law will not allow us to be in a monopoly position in this industry, but we can achieve hierarchical monopoly through our own means." ”

Senior Brother Liu asked curiously, "What does hierarchical monopoly mean?"

Li Mu said: "For example, we only monopolize the high-end express delivery market, leaving a gap in the low-end express delivery market to other companies, from the entire express delivery industry, we are not in a monopoly position at all, nor does it involve any monopoly operation, but from the user's point of view, the high-end express delivery demand will be all eaten by us." ”

Senior Brother Liu nodded: "I understand what you mean, this is indeed the most in line with our current overall situation, with our huge asset-heavy operation model, it is difficult to reduce the cost to the minimum, go to the bottom to fight with those enterprises, the sea is very deep, after all, there is a place where we can't go down." ”

Sect Master Lei, who has not spoken much, said at this time: "Mr. Li, Lao Liu, I think, it is far from enough for us to only take care of the mid-to-high-end market, from the perspective of domestic national conditions, no matter what industry, the mid-to-high-end market can never become the mainstream, take the clothing market as an example, most of the domestic market volume is supported by the low-end market, home appliances, mobile phones, FMCG products are the same, I have investigated the market share of daily chemical products before, although we are in Yanjing daily TV, The daily chemical brands seen in the shopping mall are all well-known brands, but after really doing the survey, I know that most of the market is supported by those small brands that we don't know, and the market volume is huge, covering almost the vast majority of the eight or nine billion rural population, and also covering a small part of the urban population. If we give up all the low-end express delivery market to these companies, then it is very likely that more than half of the market volume will be sold to them in the future, and this loss is very large!"

Sect Leader Lei's words made Li Mu wake up instantly.

I am indeed a little overly superstitious about the tailwind in my previous life, and I always feel that the tailwind can achieve that scale, that service, The timeliness, is indeed very remarkable, but in the final analysis, although Shunfeng is a unique in the industry, but looking at the entire industry, its share in the industry is far less than its fame so strong, there are a large number of low-cost operation of cheap express companies, three links and one reach is only a few of the larger scale, but there are countless unnamed express companies in the industry to eat away at the share of the industry, if you only want to make Taobao Express a tailwind, then the imagination space is also very limited, the highest market value of Shunfeng is only 200 billion yuan, but UPS such a top giant market value has long been floating in the six or seven hundred billion yuan of the range。

If you want to become a world-class logistics company, you must have enough guarantee for the market share, only do the middle and high-end, there is indeed an obvious shortcoming, Li Mu recalled that in his previous life, there were at least 80% of shopping on Taobao The above orders do not use Shunfeng Express, that is because on the one hand, sellers are compressing costs, on the other hand, buyers are also reducing expenses, many sellers have a long-term cooperative relationship with an ordinary express company, the starting price of large customers to send express delivery is as low as three or four yuan, under the same circumstances, the price of Shunfeng is afraid to be twice as high, so most sellers will not choose Shunfeng, if users have to choose Shunfeng, so much of the cost will have to be borne by the buyer himself.

Many times to buy a thing of dozens of yuan, the seller package ordinary express, but the Shunfeng buyer needs to add an additional 15-20 yuan, so that most buyers will never specify Shunfeng Express if they are not very anxious, which is the lack of Shunfeng's control over the low-end market.

Li Mu has never really played industry, does not understand the meaning of the low-end market, Senior Brother Liu is obsessed with the self-built logistics system, so he also ignores the low-end market, but Lei Sect Master is different, the reason why he can make Xiaomi bigger and stronger, depends on the keen sense of smell of the low-end market, whether it is a pure low-price, pure low-end model, or a lower price, higher low-end cost-effective model, Xiaomi mobile phones are very much in the product line6, and many "Mi family" products derived from Xiaomi basically rely on these two dimensions to fight against opponents.

Li Mu got this very important inspiration from his words, the middle and high-end should be done, and the middle and low-end should also be done, so that is the direction of all-round development, otherwise the tailwind of the previous life is the future of Taobao Express, and there is no bigger pattern.

Immediately, Li Mu Zhengse said: "Lao Lei is right, we can't completely give up the low-end market, otherwise it is very easy to be muddyed by this rabble, if we don't have the ability to fish in troubled waters, or don't want to fish in troubled waters, then we have to suppress these guys, once they muddy the water, we will have no food!"

Saying that, Li Mu thought back to Xiaomi's path and said to Senior Brother Liu: " Senior brother, give you two tasks, first, compress our cost again, and press the blade down a little more, you just said that they can do 10, we can only do 13, this is inaccurate, because once they really start to struggle for survival, they can continue to explore on the basis of 10, and if they don't do well, they can play a wild way, and maybe they can press this value to 5 in one breath, and at that time, we are in 13, and they are in 5, and the space left for them in the middle is too big!"

Senior Brother Liu also realized the seriousness of the problem, and nodded again and again: "I understand, and then I will find a way to further reduce our operating costs." ”

Li Mu said: " Operating costs and service timeliness is high and low, although we can now provide users with the highest timeliness, but we do not rule out that there are many users in the future when the cost and timeliness choose one, choose the former, the same express, 24 hours to 20 yuan, 48 hours to 15 yuan, 72 hours to send but only 10 yuan, there are always many users will choose 10 yuan stall, so you not only have to find a way to reduce operating costs, but also to make our logistics system a better integration, can not let it only play a role in improving timeliness, but also let them play a role in reducing costs。 ”

Saying that, Li Mu asked again: "In order to ensure the timeliness of express delivery, how much can the utilization rate of space and capacity be for each packaged express that is sent, or a container or belly warehouse?"

Senior Brother Liu thought for a while and said: "Except for the very popular lines that can reach about 90%, most of the others are around 70%, for example, tonight we have to send a trailer from Yanjing to Jinling, in order to ensure timeliness, the train will depart on time at 12 o'clock in the evening, so even if it is only 50%, we must send it on time." ”

Li Mu nodded: " This is the problem, from the cost point of view, the vehicle is naturally full of more money, but if you want to wait for the full time, you will delay the time, and if you want to delay the time, you will have to load as much as you want to pull within the specified time, so that we have a lot of capacity waste, so we will simply derive a low-end product line in the future, the package of this product line will automatically reduce its timeliness in the system from the moment of sorting, for example, it is a package from Yanjing to Jinling, and the goods that choose fast products will be sent out if they are not loaded within the specified time, but the goods that choose slow products will be stranded in the sorting center and wait, when they are full, or almost full, when to send it out again, in this way, the overall cost of this batch of slow products will naturally drop a lot. ”

Senior Brother Liu immediately nodded and said, "OK, I'll start this matter immediately, and I'll go to Fang Xudong in the evening to communicate about the needs in this area and upgrade our system." ”

"It must be as soon as possible!" Li Mu said: "In addition to this, we also want to further improve the cost performance of our products, the so-called cost performance, on the one hand is the performance, on the other hand is the price, just said the price, and then talk about the performance, think about how we can reduce the price at the same time, and then put the performance up!"