What's the matter with Yuantong Express announcing the price increase? On September 25, Zhongtong express said to surging journalists that the express industry is about to enter the peak season, and the business volume will increase rapidly, especially during the "double 11" period, the business volume is expected to reach a new high, and the express companies will invest more human and material resources, so as to ensure the smooth operation during the peak period, maintain service quality and customer satisfaction. After comprehensive consideration, Zhongtong express will take the initiative to start The cost adjustment mechanism has been activated. '
Previously, on the evening of September 21, China Telecom issued a notice on adjusting the express fee in some regions. Zhongtong express announced that from October 1, 2018, it will start the adjustment mechanism of express fee, adjust the express fee from China to Shanghai, and 'the adjustment time of express fee in other regions will be notified separately. The specific adjustment range of expenses shall be implemented by the local service outlets according to the guidance and suggestions of the headquarters and in combination with their actual situation. '
As for why to adjust the national express delivery fee to Shanghai first, Zhongtong explained that "in order to guarantee the service guarantee ability of express outlets in Shanghai during the peak season, especially during the Expo, in combination with the prominent industrial problems of the contradiction between the supply and demand of personnel, transportation and site in Shanghai express market, the national express delivery fee to Shanghai will be adjusted first this time. '
China Communications did not disclose the specific price increase. However, the company stressed that the express industry has the distinction between light and peak seasons. The express companies have begun to practice a dynamic price mechanism that is more in line with the market rules. The express price after the peak season needs to be determined according to the specific situation of market changes. '
On the same day, Yuantong announced that in order to ensure the quality of service and terminal delivery, and comprehensively consider the impact of rising costs and environmental factors, Yuantong would increase the express delivery fee of all outlets in China to Shanghai by 0.5 yuan / ticket.
The surging news reporter noticed that Yunda also issued the notice of "adjusting the express delivery fee to Shanghai area" to all outlets, saying that due to the rising cost of the industry environment, personnel, venue and other reasons, the delivery pressure was huge, and the express delivery fee to Shanghai area of all outlets was increased by 0.5 yuan / ticket to alleviate the delivery pressure and balance the development of the network.
In this regard, Yunda confirmed the authenticity of the news to surging journalists. According to the market environment and the need to improve the quality of express service, we have the adjustment of delivery fee in some areas. '
At the same time, surging journalists learned from Shunfeng and Shentong that they have not yet received the notice of cost adjustment.
According to statistics, since the beginning of the year, the single ticket incomes of Yunda, Shentong and Yuantong have fallen to a certain extent compared with the beginning of the year, and the single ticket incomes of Shunfeng have also fallen back in April and may.
'in the first half of this year, the express delivery prices of all the companies were down, and the price war in the off-season was intensifying. 'some insiders told reporters that express delivery is a fully competitive market after all,' the price of express delivery in the future will be dynamically adjusted according to the market situation. '
It can be seen that, in the same period last year, express companies also issued a price increase notice.
On October 10, 2017, China Express announced that 'since this year, the express industry has been affected by many factors, such as the increase of transportation cost, the increase of labor cost, the increase of raw material price, etc., and in order to further improve the service quality and protect the interests of customers, China Express Group has decided to adjust the express price from now on after comprehensive consideration. Please consult the local service outlets for details. '
On October 11, Yunda express also announced the adjustment of express price. The reason given by Yunda is also to continuously improve the service quality, better provide you with higher quality, more convenient and more efficient express service, as well as the impact of rising labor, materials and operating costs.
Changjiang Securities pointed out that with the continuous expansion of the scale of "double 11" e-commerce, the express handling volume in the express industry fluctuated greatly in the light and peak seasons. In 2017, the industry's highest daily average processing volume reached 330 million, three times of the daily average processing volume. Therefore, in order to ensure the normal operation of express network under the impact of online shopping peak, express companies need to reserve a large number of temporary operators, rental sites and vehicles in advance.
Changjiang Securities said that during the peak season, labor costs, venue rents and carrier fees are significantly higher than those in the off-season, so the express delivery industry often does not increase profits in the peak season, and the gross profit rate in the fourth quarter is lower than the second and third quarters. In addition, the express industry tends to focus on upgrading and putting capacity (such as expansion of transfer center, upgrading of sorting equipment, etc.) around September to meet the demand of peak season, but due to the industry's off-season in the first quarter of next year, the demand for express delivery and personnel supply are in a weak position due to the Spring Festival factor, and the network capacity interest rate may drop significantly.
Changjiang Securities believes that in the future, the price policy of the leading express companies will be more flexible: on the one hand, through price adjustment, smooth the express processing volume between the whole network and the peak season, minimize the investment in the temporary production capacity in the peak season, improve the profitability in the peak season, and realize the incremental increase of profits; on the other hand, through price means, adjust the goods structure in the peak season, guide the outlets to sell goods in a light way, and optimize Select small parcels with strong profitability (which is conducive to improving vehicle loading rate, sorting and distribution efficiency); in addition, control the cargo volume within the controllable range of the network can also ensure consistent service quality, which is conducive to improving customer stickiness.