Jingdong Logistics Takes The Opportunity To Burn The Money In The Future.
The "double 11" has not yet arrived, and the logistics war is ahead.
Yesterday, Jingdong announced that the "Asia 1" phase 1 of the large logistics center in Shanghai will be put into operation on the eve of the "double 11".
This platform will not only serve the Jingdong's proprietary products, but also undertake the distribution of the third party sellers.
But now, burning money.
logistics
The platform will hardly become a Jingdong's profit tool in the short term.
In the industry's view, after the expansion of the logistics system, we need the follow-up of soft power such as distribution staff.
This has also become the risk faced by Jingdong's open logistics platform.
Exert great efforts to promote
According to the Jingdong, Asia one is located in Jiading, Shanghai, which is divided into two phases, with a planned building area of 200 thousand square meters.
The first phase of the operation is commodity warehouse with a total construction area of about 100 thousand square meters.
The management system, control system, sorting and distribution system of the whole warehouse are developed independently by Jingdong.
Data show that shipment sorting capacity of 16 thousand pieces / hour, sorting accuracy rate of 99.99%, automatic system can alleviate manual sorting efficiency and low accuracy.
This is also the highest level in the industry.
The challenge of "double 11" to logistics is obvious to all. Last year, "double 11", the total amount of express business reached 346 million.
Opening up Asia No. 1 on the eve of "double 11" this year, Jingdong's intention to play service cards is obvious.
The industry expects that this year's "double 11" period, the volume of express will be high, the express season will continue from the beginning of November to the eve of the Spring Festival.
The longest express peak in 104 days of history will be the first major test of Asia's first appearance.
Strengthen guest gathering
JD.COM
Liu Qiangdong, founder and chief executive, said that with the release of capacity, the operation of the Asia first logistics center will enhance the operational efficiency of Jingdong East China region. It will soon be open to third party sellers, so that sellers can improve their user experience through the use of Jingdong's logistics system.
In the industry's view, Jingdong's logistics ambition is on the one hand to bind consumers, on the other hand, it can attract high-quality third party sellers.
Only in this way can we travel together.
compete
China has the advantage.
At present, the open platform has become the future of Jingdong, suning.com and other large electricity providers.
After the opening of Shanghai Asia 1, Guangzhou Asia, Shenyang and Wuhan will also be put on the agenda.
Since its foundation, Jingdong has built up its core competitive advantage for itself by burning a lot of money and building logistics itself.
The analysis pointed out that the Asian one was put into operation on the "double 11" only more than 20 days' difference, and more aim was to serve Jingdong's own business during the "double 11" period.
After examination, it has more power to open the Asia one to the third party sellers.
The Commission of open warehousing can exist as a sustainable income of Jingdong for a long time to make up for Jingdong's investment over the years.
Follow up risk
A seller told reporters that the opening of Jingdong warehousing played a price war.
Through the previous reduction of the express price, the cost of Jingdong self built logistics is only a little higher than that of "four links and one access", but the user experience is much stronger than the latter.
However, from a profit point of view, the price like "four links and one up" is obviously a losing proposition, but in the initial stage of operation, Jingdong can only do so.
At the same time, the warehouse logistics hardware conditions that are stronger than peers need matching of software strength.
In the first half of the year, Jingdong had 18 thousand couriers.
As the logistics capability continues to expand, the demand for the number of couriers is increasing.
There are people in the industry worried that high-speed development may break the Jingdong's inertia for the development of logistics soft power.
The operation of Asia 1 will increase the pressure of recruiting couriers. Training and education of couriers will become a threshold for testing the soft power of Jingdong logistics.
The industry pointed out that the quality of the courier is an important factor affecting whether the seller and consumers accept the services of Asia No. 1.
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