Ali: Four Characteristics Of The 2015 Electricity Supplier Logistics Situation

A few days ago, "Ali Research Institute" for 2015.

The situation summed up four characteristics: the overall growth rate slowed down steadily, the central region began to rise, the diversification trend continued to increase, and village logistics became a hot spot.

The whole format tends to be diversified.

For the electricity supplier logistics, 2015 is a landmark year. The rapid development of social warehousing, cross-border electricity providers and village scouring makes the whole format more diversified.

With the completion and application of the core node of China smart backbone network, the market share of China's smart backbone network has increased rapidly.

In 2015, during the "double 11" period, the logistics scale of landmark landing enterprises, such as Vientiane and Sheng bang, has entered the top 20 departments, and the application of domestic postal packets is becoming more and more common.

With the rapid development of cross-border electricity providers, cross-border logistics has become a hot word in society.

According to statistics from Ali Research Institute, in 2015, the top 5 countries in cross-border export logistics were Russia, the United States, Spain, Brazil and France. Among the top 20 countries, 70% were "one belt and one road" along the lines of the United States and Canada. Most of them were developed countries in Europe. Cross border logistics became an important part of the national "one belt and one way" strategy.

With the entry into force of the new international agreement on the international railway freight pport agreement, more and more

The package will reach the consumers of West Asia and Europe through the new silk road.

Express industry enters the new normal

As of November 2015, the national express delivery volume has reached 18 billion 250 million, an increase of 48.1% over the same period, of which about seven has become an e-commerce express.

Ali Research Institute statistics show that in 2015, the volume of express business was about 20 billion, ranking first in the world's largest express power.

However, the growth rate of the total volume of express business has shifted from the explosive growth stage to the stable growth stage.

From 2010 onwards, the volume of national express business increased by more than 55% in recent years, and in 2013 it was over 60%. However, the volume of express delivery in 2015 has decreased to below 50%, which is consistent with the trend of the new normal development of the macro-economy.

The express industry, as an integral part of the new kinetic energy, is still more optimistic than the traditional industry.

According to the statistics of the National Bureau of statistics, in the first three quarters of 2015, the added value of pportation, storage and postal service increased to 6.6% year-on-year; in the first 11 months, the volume of railway freight decreased by 12.3% compared with that of the previous year, and the express industry which showed the characteristics of the new economy still showed strong vitality.

Rural Taobao two-way logistics get through

In 2015, Alibaba has built more than 200 County operation centers and about 10000 village cooperation points, and introduced more than 30 village logistics cooperative enterprises. The distribution capacity of partners has covered 2800 districts and counties nationwide, and 500 thousand villages have been sent to villages, so that more rural residents can enjoy the same consumption rights as cities.

At present, the rural e-commerce logistics is not only limited to the industrial products going to the countryside, but also has a new development in the rural product upside. The number of Taobao village has increased from 212 in 2014 to more than 780 at present, and some Taobao villages have been upgraded to Taobao town.

On the whole,

Diversification is in line with the rule of DT (data) technology and economic development. In the future, with the development of e-commerce logistics mobile terminals and the upgrading of LBS (location based services), the electricity supplier logistics will face more diverse and complex scenarios. With the reduction of paction costs and the improvement of credit system, more and more subjects will participate in it.

Rapid growth in central and Western Regions

From the whole country

In terms of total business volume, the growth rate of logistics in the developed areas of the eastern electricity supplier is slowing down. The developed cities in Guangdong, Fujian, Shanghai and other developed countries express their business volume year-on-year growth rate has dropped to below 50%.

Among them, Fujian and Shanghai have been less than 40%, and the scale of Beijing express logistics has dropped to 27%. Apart from the remote provinces such as Xinjiang and Tibet, the Hu Huanyong line (i.e. Heihe Tengchong line: China's population density contrast line) is only higher than that of Shanxi in the East, which is related to the scale of the development of Beijing business.

And the national strategy of Beijing Tianjin Hebei integration and capital logistics function relieving also has certain influence.

In addition, the eastern region has a large base of express logistics, although it is slowing down, it still maintains a relatively high growth rate.

The western region belongs to the base and the growth rate is low, such as the Tibet autonomous region, the express logistics scale is the lowest in the country, the lowest growth rate is 16%.

The rapid growth of e-commerce and express logistics in the central region: Hebei, Henan and Anhui express business volume increased by more than 60% in 2015, including Henan and Anhui, or even more than 70%. This has a certain relationship with the development policy, industrial foundation and population return of the central region. The central provinces such as Hubei and Hunan have been growing steadily, but the increase is not obvious.

It is worth noting that the volume of Tianjin express business increased by more than 100% over the same period last year, which is directly related to the rookie, Jingdong and other e-commerce logistics giants located in Wuqing, Tianjin.

In 2015, the rookie Tianjin Wuqing logistics base was put into operation, and a large number of Tmall parcels were sent from Tianjin to Beijing Tianjin Hebei region, which promoted the growth of local e-commerce logistics scale.

The growth rate of e-commerce logistics in Guangxi, Yunnan, Hainan, Jilin, Ningxia and other places is significantly higher than the average value of the industry, which is one of the signs of the rapid development of electricity providers in these areas.