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What roles are both domestic and foreign enterprises playing?
Someone has given a metaphor that the development of the express delivery industry in the past two years is like a suddenly inflated balloon. With the rapidly expanding trend of online shopping becoming more and more popular, the express delivery industry is fiercely competitive with numerous mountains, and companies of all sizes are competing for power. It should be said that this is a bustling and chaotic situation.
When it comes to prosperity, there are several numbers: China's online shopping transaction volume exceeded 500 billion yuan in 2011, which is twice the amount in 2009. According to the statistics of the China Express Association, driven by online shopping, the number of packages received by the express delivery industry in the past year increased from 1.86 billion in 2009 to 2.4 billion.
However, domestic express delivery companies are clearly not ready to keep up with market development, and chaos has emerged. For example, during major solar terms, there will be a "stock shortage" problem, and many e-commerce customers will suffer from delivery delays. Coupled with issues such as violent sorting and loss of goods, industry insiders believe that while rapidly developing, there are still many chaos waiting to be resolved in this Warring States circle.
When it comes to the competition for dominance in the domestic express delivery industry, it is inevitable to pay attention to foreign-funded enterprises. Previously, the competition between foreign-funded enterprises and domestic enterprises was not fierce because they had license issues, mainly operating in overseas express delivery business. At the end of May this year, there was a public announcement on the website of the National Postal Administration that FedEx and the United States Federal Parcel Service had applied for permission to operate domestic express delivery services. From this perspective, the industry believes that obtaining domestic express business licenses for FedEx and UPS is only a matter of time.
However, foreign investment still faces two problems. Firstly, foreign investment cannot operate letter delivery business, and secondly, foreign investment has a very small share in the e-commerce delivery market segment, where the business volume exceeds 50% of the overall market share. The reason for this is a bit embarrassing, mainly because the domestic express delivery industry is currently experiencing a "price war", and to put it bluntly, foreign investment is still too "expensive"
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