Logistics Demand Detonating Pricing Reform

"Double eleven" is about to start. Besides all kinds of sales data, the logistics protection of each electronic business platform has also attracted much attention. The modes adopted by the mainstream domestic e-commerce platform are different. Ali adopts the mode of socialization integrated logistics, and the Jingdong is mainly self operated, while Gome and Su Ningjun have adopted the mode of self combination with the third party.

At the same time, in the face of huge network consumer groups, logistics and express demand will be detonated.

Minsheng Securities believes that with the surge in cost pressures, it is expected that the entire logistics and express industry will pform from scale expansion to service quality upgrading, and industry integration is the general trend.

Minsheng securities further pointed out that from the current pricing link, the delivery industry system is still very simple, mainly using cost, market, competition, advantages, etc.

We can not form a fine system of price service price distance.

In the upcoming "double eleven", the development of Sinop in the logistics sector, Santai holdings, Hua Pengfei, Changjiang investment and other stocks deserve attention.

Guotai Junan believes that the development of Sinop depends on its layout in the past three years.

Resources have already won the leading position in the cross-border electricity supplier volume.

Recently, Sinop has signed a strategic cooperation framework agreement with Suning cloud merchants. Suning can build and improve the cross border logistics system through Sinop development. Meanwhile, Sinop can extend the upstream industry chain through Suning cloud business, complement the advantages of global direct mining, shorten the delivery time, and belong to the strong alliance.

The bilateral cooperation has also allowed Sinop to develop the cross-border e-commerce logistics system.

At present, China ranks among the developed countries of mobile payment.

The payment service under the Internet Co line is a natural extension of the original online business. Payment is the key to promoting O2O to form a closed loop. It promotes mobile payment business with sufficient power. At the same time, some Internet Co, such as Ali and Tencent, have a large and highly active user group, and have a fast and decisive strategic execution.

If we get the expected policy landing, such as the introduction of the two-dimensional code standard and the qualification of paction settlement, Internet Co will promote the mobile payment business on a large scale with a higher attitude. It will be a big probability event.

In the upcoming "double eleven", the whole mobile payment sector includes the new world, Shiji information, xinyada, business treasure and other stocks.

Before the end of June 2015, Santai Electronics will complete the "express delivery" equipment layout, backstage platform development and project operation of 12000 outlets in the crowded areas such as Beijing, Shanghai, Guangzhou and other 15 key cities.

On the basis of completing the function of "express delivery" device to realize "self-service express", it will serve as a 24 hour self-help convenience service network, and build an online and offline integrated e-commerce service platform system combined with cloud service backstage, virtual terminal and financial service platform to provide community self-help financial services, community E-commerce services, community health services, media advertising services, emergency help services, wireless WIFI services and so on.

The stone based information management system is widely used in hotels, restaurants and retail businesses, and is expected to cover more than trillions of dollars.

In recent years, the company has begun to focus on the hotel industry informatization gradually from upstream to downstream and cross industry expansion, focusing on its strategic direction through the extensive acquisition of "Hotel + catering + retail", and from software providers to platform providers.

As a leading company in the domestic hotel industry, the company has a clear development strategy, expanding its large consumption territory through extension acquisition, and now has its layout in hotels, catering, retail and payment areas, with abundant customer resources.

At the same time, Shiji information also promoted the hotel and catering industry SaaS platform to the small and medium-sized customers through the joint promotion with ALI cloud, to get more entries, to cover more water flows, to divide into cooperation through participation in payment links, and to cooperate with other enterprises to promote hotel direct connection mode.

The new mainland is a leading enterprise in the field of electronic information and tax control cash registers. It has mastered the design technology of terminal core chip, and has obtained the license of financial tax control cash register, and has the core technology of two-dimensional code automatic identification.

In addition, the company recently invested in the establishment of financial information service company Shanghai, which aims to provide Internet credit assessment and risk control services through analysis of data such as electricity providers and logistics. It is a positive attempt by the company to pform data service providers.

And relying on Shanghai wing code, the wisdom of the world's massive electricity providers, logistics data, Shanghai excellent data service development can be expected, coupled with the previous establishment of the number of gold companies, is conducive to the new world to better grasp the Internet Financial 2 era of the best development opportunities.