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Source: Xiaguang Society (ID: Globalinsights)
The e-commerce platform Pinduoduo has only been testing the express station for more than 4 months, and the express collection volume has reached 30 million orders per day.
According to media reports, statistics from a number of express delivery companies have found that the volume of orders delivered by major express companies to Pinduoduo’s express collection points is around 5 million orders per day. It can be seen that the daily express collection volume of “Duoduo Station” has reached 30 million orders.
With an average of 30 million orders per day, what is the level in the express delivery industry?
According to the financial report data, Tongda’s first brother, ZTO Express, has an average of 61 million orders per day in 2021, Shentong has an average of 33 million orders per day in March, and SF Express, which takes the high-end route, has an average of 26 million orders per day in March. Fengchao does not have the latest data (2020). According to the research report of Tianfeng Securities in 2019, Fengchao’s parcel processing volume is at the level of 10 million. Duoduo Station has an average of 30 million orders per day, not only surpassing Fengchao, which is spread across urban communities, but also SF Express, ranking among the top players in the express delivery industry.
It can be said that Duoduo, a subsidiary of Pinduoduo, has recruited sites in the form of subsidies to enter the express delivery collection in February. In just 4 months, a new “Ji Rabbit” was born at the end of the express delivery, once again creating an Internet-style development. Miracle.
Statistics show that in March 2020, J&T Express entered China. Under the cash-burning mode, it took 10 months, and the daily order volume of J&T exceeded 20 million. On October 29, 2021, Jitu Express acquired Best Group’s domestic express delivery business for 6.8 billion yuan.
The intrusion of Duoduo Station has made the express collection market turbulent again.
The reason for such a growth rate is entirely due to subsidies. According to the advertisement posters released by Duoduomaicai before, the first batch of collection points using its system can enjoy four major subsidies, including 3,000 yuan subsidy for settlement, package subsidy up to 500 yuan per day, free text messages and intelligent voice notifications, and PDA delivery upon arrival. and printers, etc.
There will be subsidies when you settle in, so that the bosses of express delivery outlets with thin profits will gather for a while, and the bosses of express delivery outlets even consider it an excellent woolen operation. There is a tacit understanding that the staff of the Duoduo grocery store also recruited the outlets in the name of “Pinduoduo Wool”. The standard words of the staff of the Duoduo grocery store are: If your network has more than 800 orders per day, use Duoduo to buy vegetables. System operation, three months promotion period, can earn at least 48,000 yuan more than now, this wool is not white or white.
According to a boss who operates more than 20 express delivery sites in Shanghai, his own express delivery sites have all been connected to the Duoduo system, mainly because of the other party’s subsidy policy. He will send instructions to the courier in the group every day, such as how many 800 orders must be put into the warehouse today. Understanding that the cost is low, easy to operate, and can increase the income of the courier is the main reason why he joined Duoduo Station.
In order to accelerate the expansion, Duoduo Station also adopted a radical “ground push” strategy. According to industry sources, Duoduo Maicai dispatched more than 3,000 local pushers to carry out carpet sweeping promotions in four months.
Industry analysts said that Pinduoduo hopes to create a new development model of community group purchase + parcel post station by taking advantage of its Duoduo grocery shopping community scene, and through this model to realize the closed-loop traffic construction of terminal logistics and community group purchase, and mutually promote business development. If the courier collection is connected with the heads of the delegation, hundreds of thousands of sites are built, and the express delivery and community group purchases are diversified, followed by the scale of the last mile of contract performance, plus the sinking consumption of community and rural e-commerce. It is expected to provide new fuel for the e-commerce aircraft carrier Pinduoduo to continue its voyage.
Moreover, China’s express collection industry is a new creature, and the industry concentration is not high. Many express companies have self-built stations, Tuxi Supermarket of Zhongtong Express, Yunda Express Supermarket of Yunda Express, Mama Station of Yuantong Express, Miao Station of Shentong Express, and SF Express also has its own Fengchao and Yiyi receiving and dispatching stations. war. In addition to Cainiao Station, independent brand stations such as Xiaobing and Kuaibao are relatively weak.
What’s more important is that Duoduo’s grocery collection point is not intended to build a new network by itself, but to guide mature sites in the market to adopt Pinduoduo’s system in the form of subsidies, allowing existing collections The point uses dual systems to operate “parasitic” development.
According to Pinduoduo’s latest financial report for the first quarter of 2022, the number of annual active buyers of Pinduoduo has reached 881.9 million, and its operating profit has turned from a negative value of 4.147 billion yuan in the same period in 2021 to a positive value of 2.1544 billion yuan. The steady improvement of e-commerce business also provides a direction for the acceleration of logistics layout.
However, it is understood that the brand “Duoduo Station” has not been officially announced, perhaps because Pinduoduo has not yet obtained the express delivery license qualification. But there is no doubt that “Duoduo Station” has become a new force in the collection of express delivery terminals.
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