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The second half of the same city cargo battle to seize the 2B market


In recent years, Tongcheng Freight has tried to create a network-contracted truck with a network-contracted vehicle template, but it is still very different from passenger transportation. C 端,而是在于 B 端。 However, it has been proved that the business logic of burning money is not feasible for networked trucks, and the future of freight is not on the C side, but on the B side. B 端客户占比 9 成,其主要是由物流公司商户货物配送,商超、门店快消培东和批发市场生鲜果蔬、建材、服装配送等构成。 This is also the result from the proportion. According to data statistics, 90 % of the same-city freight B- end customers account for 90 %. It is mainly delivered by logistics companies and merchants. Supermarkets, stores, fast-moving Peidong, and wholesale markets. Fresh fruits and vegetables, building materials. , Clothing distribution, etc.

2B 同城货运企业。 At present, after several rounds of shuffling, the same-city freight companies have gradually screened out some high-quality enterprises, such as 2B intra-city freight companies represented by VJ, Barter, and Horse .

2B 来说,主要面向中大型客户,这类用户有着计划性需求,一般是一点对多点,需要规模化的稳定运力。 As for the same city freight 2B , it is mainly targeted at medium and large customers. Such users have planned requirements, usually one to many points, and require large-scale and stable capacity. 2C 则主要是面向 C 端和小 B 型用户,偶发性需求,非常不稳定,一般是点对点,需要碎片化潮汐态运力。 2C is mainly for C- and B -type users, with occasional requirements and very unstable. It is generally point-to-point and requires fragmented tidal capacity.

Same city freight

1.0%-1.5% ,而针对诸如办公区、社区等个体用户的需求地物流成本占货值则高达 15.0%-16.0% From a cost perspective, the larger the customer's storefront, the lower the cost of freight in the same city as the proportion of value. For example, a 10,000 square meter hypermarket customer's logistics cost accounts for only 1.0% -1.5% of the value of the goods . The logistics cost of individual users such as communities accounts for 15.0% -16.0% of the value of goods .

2B 端更适合同城物流的发展。 Therefore, from the perspective of business volume and cost, the 2B end is more suitable for the development of logistics in the same city. 线上 + 线下 + 物流 一体化的 最后一公里 物流之争竞争惨烈,除了货拉拉、快狗打车等网约货车,还有巨头旗下的物流业务介入,如京东物流、京东冷链、苏宁物流等。 In addition, in the context of new retail, the competition for " last mile " logistics for the integration of " online + offline + logistics " for individuals is fierce. In addition to online trucks such as cargo trucks, fast dog taxis, etc., There are giant logistics companies involved, such as JD Logistics, JD Cold Chain, and Suning Logistics.

的下半场就在于 2B 端业务,运力构成应该是自有运力 + 众包社会化运力相结合的模式,而不是现阶段普泛化的众包模式。 Taken together, the second half of intra-city freight lies in the 2B side business. The capacity structure should be a combination of own capacity and crowdsourcing social capacity, rather than the generalized crowdsourcing model at this stage. C 端和小 B 段的偶然性、碎片化需求,毕竟如京东物流之类无法满足个人搬家的需求。 Crowdsourcing socialized capacity is mainly aimed at the accidental and fragmented needs of the C- end and the small B segment. After all, such as JD Logistics cannot meet the needs of individual relocation. C 端服务中有了质的提升。 With the shrinking of the scale of crowdsourcing, the difficulty of supervision and services will inevitably decrease, which has qualitatively improved in the C- side service.

And its own transportation capacity should be composed of new energy trucks, and this will greatly increase the industry threshold. 12 月,国务院办公厅颁布《推进运输结构调整三年行动计划( 2018-2020 )》指出引导特大城市群和区域中心城市规划建设绿色货运配送网络;到 2020 年,城市建成区新增和更新轻型物流配送车辆中,新能源车辆和达到国六排放标准清洁能源车辆的比例超过 50% ,重点区域达到 80% In December 2018 , the General Office of the State Council promulgated the "Three-year Action Plan to Promote the Adjustment of Transport Structure ( 2018-2020 )" and pointed out that it will guide the megacities and regional center cities to plan and build green freight distribution networks. Among the updated light logistics and distribution vehicles, the proportion of new energy vehicles and clean energy vehicles meeting the national six emission standards exceeded 50% , and the key areas reached 80% .

2B 化下半场已经来临,以服务为主要问题的差异化竞争将过渡至以货源为核心的争夺。 The first half of intra-city freight competition has come to an end, and a large number of enterprises have come to the second half of 2B . The differentiated competition with service as the main problem will transition to the competition with supply as the core. 也对同城货运提出了更大的挑战,高标准化的、碎片化的配送需求逐渐增多,同城货运2B已在开始转向服务个性化、配送智能化等方面的竞争。 In particular, business stimuli such as new retail have also posed greater challenges to intra-city freight. The demand for highly standardized and fragmented distribution has gradually increased, and intra-city freight 2B has begun to shift to competition in personalized services and intelligent distribution. In the face of challenges, what is needed is a continuous and proactive upgrade, iterative product service model, and efficient market circulation.