What's the matter with the battle of Shunfeng rookies? Reveal the truth of the battle of Shunfeng Rookies
4hw.org: Recently, some Taobao users found that when they went to Taobao to query their online shopping logistics information, those who used Shunfeng logistics didn't have any logistics information. Soon, the incident was quickly fermented, and a large number of users were affected. Alixi and Shunfeng accused each other of killing their own products, and a fierce battle was imminent. What was the actual situation of the incident? Look!
The battle between Shunfeng and Cainiao exposed the long-standing relationship between the express company and Ali Cainiao. On the surface, cooperation is generous, but in fact, attitude is unstable. Sleep together and hide a knife under your pillow. Rookies, in the name of openness, are easy to do autocratic things.
The battle between Alibaba and Shunfeng soon turned into a luoshengmen battle. As the two giants in the e-commerce and logistics industry, Alibaba and Shunfeng have their own opinions, and the truth has become increasingly confusing.
Luoshengmen: who closed first?
Rookie gave a response before Shunfeng, saying that the logistics data interface was shut down by Shunfeng. Cainiao said that before the incident, Cainiao network was upgrading the security of logistics data information, but Shunfeng and Fengchao refused to cooperate, which eventually led to this result.
Shunfeng responded later, saying that the Fengchao data interface was closed unilaterally by rookies because rookies refused to provide non Alibaba customer information.
At the same time, Shunfeng pointed out that the Alibaba platform will remove Shunfeng from the logistics options, which belongs to the blocking behavior, and has affected the experience of consumers and businesses.
On the question of who should be the first one, Ali and Shun Fung have offered two diametrically opposed responses, accusing each other of being the initiators of the termination of cooperation. This also makes the truth of the incident confusing.
However, it can be confirmed from the responses of both parties that the dispute between Shunfeng and Ali is related to the express logistics information of Fengchao's self delivery cabinet. Rookie claims to upgrade information security, but Shunfeng refuses, while Shunfeng says rookie forces Shunfeng to provide customer information unrelated to Alibaba department, and Shunfeng has no right to provide it.
So the question is, what is Fengchao's self delivery cabinet in the dispute between rookie and Shunfeng?
Cause of contradiction: Fengchao self delivery cabinet
The smart express cabinet system initiated by Shunfeng in May 2015 and jointly funded by Zhongtong, Yunda, and pulos is committed to solving the problem of the last 100 meters of express delivery. The courier can temporarily store the express in the express cabinet and take it away at the convenience of the addressee.
In the abundant nest self lifting cabinet, the user does not need to install an independent App. It can pick up the code through WeChat or Alipay, or complete the pickup by entering the short message pickup code.
According to Shunfeng's response, Cainiao asked Shunfeng to provide all logistics information within the Fengchao platform, including customer information unrelated to Ali department. It is likely to be related to the development strategy of rookie wrapped app under rookie.
On the eve of November 11, 2016, newbie packaging United Express, gege, ririshun and other self provided counter brands opened the express logistics information. For the above self delivery cabinets, users can complete the "one click out" to pick up the goods on the rookie wrapped app.
However, Fengchao, which is dominated by Shunfeng, does not open the logistics information of non Ali orders to rookies. This also led to the fact that users of Fengchao's self delivery cabinet could only take express delivery from Alibaba e-commerce platforms such as Taobao within the rookie package. Obviously, SF doesn't want rookies to get their hands on logistics data.
Wall grass: three connections and one arrival
As a matter of fact, although Fengchao's self delivery cabinet is initiated by and serves as the largest shareholder of Shunfeng, it only accounts for 6% of the number of Fengchao express. Most of the express delivery in Fengchao does not belong to Shunfeng.
As a competitor of Shunfeng, Zhongtong, Yuantong, Shentong and Yunda account for 22%, 18%, 14% and 14% respectively in Fengchao system, which are far higher than that of Shunfeng.
According to the 2016 annual report of Shunfeng, the revenue of Fengchao technology in 2016 was 21.73 million yuan, but the loss was as high as 235 million yuan. Perhaps affected by the loss, except for Shunfeng, the express companies that participated in the investment in Fengchao were indifferent to Fengchao's round a financing performance, Zhongtong abandoned the investment, and Yunda and Shentong's shares were also significantly diluted.
As the founder of Fengchao, Shunfeng allows all express companies to use Fengchao self delivery system, but this does not mean that other express companies have no scruples about Fengchao.
For express companies, there is a potential risk of using Fengchao to disclose customer information to Shunfeng, which is actually the same as the dilemma faced by Shunfeng in front of rookies today -- many players in this industry have the ability to work alone, and they may earn more or encounter risks if they go to alliance; players are suspicious of each other.
At the beginning of the establishment of rookie network, Alibaba held 48% of the shares, and Shunfeng, Shentong, Yuantong, Zhongtong and Yunda each held 1% of the shares. Although all major express companies hold shares in Cainiao network, the split between Shunfeng and Cainiao still reveals the delicate relationship between Cainiao and express companies.
In the name of openness, the reality of autocracy?
It's impossible to know what kind of agreement rookie network has reached with express companies other than SF. But compared with "four connections and one access", SF obviously has more confidence.
According to the previous announcement issued by Dingtai new material, the backdoor of listing of Shunfeng, the express business of Shunfeng is mainly business express and medium and high-end e-commerce express, which is significantly different from the "four links and one access" which is mainly economic e-commerce express. The latter is the mainstream express delivery selected by most sellers on Alibaba e-commerce platform.
According to some data, 70% of the current orders of "three connections and one access" come from e-commerce platforms, the vast majority of which come from Alibaba department, while only about 20% of the orders of SF come from Alibaba platform.
This may be the reason why Shunfeng dare to stand up and publicly challenge Ali. SF does not rely on Alibaba, but many middle and high-end commodity sellers under the Alibaba platform rely on the express service provided by SF.
At present, sellers of Alibaba e-commerce platform can't choose SF express in the background, and can only send express bill number directly to users. But because SF is the only one in the domestic high-end logistics market, it is difficult for these sellers to abandon SF.
As a leading enterprise in the e-commerce industry and logistics industry, the relationship between Alibaba and SF is very delicate. Both sides hope to establish their leading position in their industry and are afraid of the cross-border competition of each other. In this context, Alibaba has built a rookie network, and Shunfeng has launched a number of e-commerce products.
Shunfeng's e-commerce is obviously not successful, and Ali's rookie network has always been "not involved in specific distribution" on its own.
Shunfeng said that the rookie proposed that: all the information of express cabinets must be triggered by rookie wrapping, and the piece code information must be given to rookie unconditionally. Fengchao needs to return all the package information to rookie (including non Taotie orders).
From the user's reflection, rookies are suspected of being autocratic in the name of openness.
This is another topic. Is the relationship between openness and dictatorship to a certain extent a dictatorship? And Shunfeng is not willing to be the role of the open platform of "let others kill you".
The so-called consideration of information security, which makes Shunfeng switch from Tencent cloud to Alibaba cloud, is probably just a smoke bomb.