This week (November 7-November 13), the enterprises in the retail circulation track are constantly moving. In the field of e-commerce, in addition to the release of the Double Eleven Battle Report by various e-commerce platforms, Liu Qiangdong transferred the equity of JD.COM Company held by Miao Qin; Andy Jassy, CEO of Amazon, is leading the cost reduction assessment and cutting off the unprofitable business of the company; Amazon became the first listed company in the world whose market value evaporated by $1 trillion.
In the retail field, there is a big dispute between Suning.cn and Carrefour Group on the acquisition of residual equity; Gome’s 100 million shares were frozen, and the cumulative execution exceeded 10.07 million; Carrefour China signed a contract with Chia Tai Group and reached an agreement of 20 million US dollars.
In the field of circulation, the Brazilian Association of Ports and Terminals (ABTP) accused the shipping companies Maersk and MSC of influencing the interests of other companies; Baishi Group received a notice that the NYSE did not meet the minimum share price requirements. In addition, the Guangzhou Municipal Bureau of Planning and Natural Resources issued the "Land Use Planning for Modern Logistics Hub and Industrial Development in Guangzhou during the 14th Five-Year Plan", which will build 5 extra-large and 10 large-scale logistics hubs. The details are as follows:
On the day of "double 11", the national express delivery volume reached 552 million pieces, which was 1.8 times of the daily business volume.
This year is the 13th peak season for postal express delivery since 2010. According to the monitoring data of the State Post Bureau, from November 1 to 11, the national postal express delivery enterprises handled a total of 4.272 billion express parcels, and the average daily handling capacity was 1.3 times of the daily business volume. Among them, 552 million express parcels were handled on November 11th, which was 1.8 times of the daily business volume. At present, except for some areas affected by the epidemic, the whole network is generally stable. The postal express industry actively responded, fully guaranteed the smooth operation of the peak season, and strived to create a safe peak season, a smooth peak season and a warm peak season. It is expected that the mail express generated in the peak season of "double 11" will be basically delivered before November 20th.
In 2022, the sales of the Double Eleven Carnival Day reached 282.282 billion yuan as of 7: 00 pm on the 11th.
On November 11th, according to the star map data, from 20:00 p.m. on November 10th to 19:00 p.m. on November 11th, the accumulated sales of the integrated e-commerce platform reached 282.282 billion yuan, generating more than 1.1 billion packages, with an average customer price of 247.86 yuan. In terms of time periods, even if you don’t have to rush to pay the final payment this year, the first four hours after the start of the activity are still the time when consumers are most enthusiastic about buying. By platform, as of now, among the integrated e-commerce platforms, Tmall’s sales are far ahead of other platforms, accounting for 61.6% of the total, while JD.COM accounts for nearly one-third of the total, and other platforms share the remaining share. The overseas sales of various integrated e-commerce platforms reached 27.32 billion yuan, and Tmall International is still the most important channel for overseas purchases. In terms of commodity categories, up to now, the TOP10 categories of comprehensive e-commerce sales are: household appliances, mobile phone digital, personal beauty care, clothing, women’s shoes/men’s shoes/bags, computer office, furniture and building materials, food and beverage, maternal and child toys, and outdoor sports.
Rookie CEO Wan Lin: Tmall double 11 Rookie’s home delivery package is expected to exceed 200 million.
Wan Lin, CEO of Rookie, said that during this year’s double 11, Rookie is expected to deliver more than 200 million packages to your door, setting a record. It is reported that as of 12 noon on the 11th, the number of certain home delivery packages provided by rookie in Tmall double 11 has exceeded 120 million. Wan Lin introduced that door-to-door delivery is a major feature of logistics in double 11 this year. The rookie is changing from digesting the peak scale of express delivery to providing quality logistics services for merchants and consumers. Not only has the number of home-delivered parcels reached a new high in China, but overseas has also accelerated again, achieving the same frequency of receiving goods worldwide.
The turnover of 148 categories of double 11 Tmall increased by over 100%.
On the afternoon of November 11th, Chuixue, president of Taobao Tmall Industry Development and Operation Center, said that by noon this year, Tmall double 11 was generally stable and improving. "We deeply feel the resilience and vitality of consumption, and we can also see that some new consumption trends are constantly emerging." As of November 10th, enthusiastic consumers have bought 25,343 explosive items with sales exceeding one million this year in Tmall double 11, of which more than 2,000 items exceeded ten million. According to Chuixue, in addition to the fast-growing industries such as toys, pets, outdoor sports and jewelry, as of November 10th, this year, Tmall double 11 also ran out of 148 trend categories with turnover increasing by over 100%. In the new four donkey kong industries alone, more than 400 subdivided leaf categories were born in the past year, with 358 brands with sales exceeding 100 million and 3434 brands with sales exceeding 10 million.
The number of users who bought and received goods for 10 minutes on the peak day of 11.11 in JD.COM doubled year-on-year
At 8: 00 pm on November 10th, the "Peak 28 Hours" of JD.COM’s 11.11 Global Love Season started only for 10 minutes, and the number of hourly users who have received orders nationwide doubled year-on-year. According to the hourly shopping data of JD.COM and JD.COM, the sales of chicken, liquor, accessories and baby feeding products increased by 6 times, 4 times, 3.7 times and 290%, respectively, in the first 10 minutes after the peak of November 11th in JD.COM.
Compared with "618", the express delivery volume of "double 11" increased by 26.2%.
According to the data of Manchu platform, the express delivery order volume of "double 11" this year increased by 26.2% compared with the "618" period; During the period of "double 11", the number of mobile phone digital and clothing accessories waybills increased by 16.4% and 30.1% respectively compared with the period of "618". The trend chart of the express delivery orders of Manzang shows that October 30th to November 2nd is the peak of the whole "double 11" cycle. During the whole "double 11" cycle, Guangdong Province ranked first in the country, followed by Jiangsu, Zhejiang, Shandong and Sichuan.
Shentong Express released the first wave of peak battle report in double 11: 97% of pre-sale orders were delivered the next day.
The first battle report of Shentong double 11 (from 20: 00 on October 31st to 24: 00 on November 6th) shows that with the hard efforts of outlets and courier buddies, the two differentiated services of "pre-sale at top speed" and "on-demand delivery" have achieved remarkable results in this peak season. On the evening of October 31st, Shentong delivered the first order of double 11 this year to Ms. Jin, a villager in Xiuzhou, Jiaxing, Zhejiang, in just 9 minutes, and the pre-sale express service provided for the third consecutive year became more and more sophisticated. According to the battle report, this year’s pre-sale speed has expanded from key cities to the whole country, and the scale of pieces has continued to grow. The delivery rate on the next day reached 97%, higher than last year.
Suning.cn double eleven data: home improvement shipments increased by 181% year-on-year
On November 12, 2022, Suning.cn released the data of "Double Eleven" logistics promotion, which showed that from October 24 to November 11, the overall fulfillment rate of logistics was 96.7%, the shipment volume of home improvement increased by 181% year-on-year, and the fulfillment rate of delivery and loading orders increased to 97.8%. In Suning.cn, the orders for the maintenance of home appliances outside the warranty increased by over 30% year-on-year, and the orders for the installation of new energy charging piles increased by over 210% year-on-year.
Liu Qiangdong then transferred the equity of JD.COM Company to Miao Qin.
Recently, Liu Qiangdong transferred the shares of Beijing JD.COM Sanbai Liushidu E-Commerce Co., Ltd., the operator of JD.COM website, and Shanghai JD.COM Caiao E-Commerce Co., Ltd., the affiliated company of No.1 Store. At present, Beijing JD.COM Sanbai Liushidu E-Commerce Co., Ltd. and No.1 Store affiliated company Shanghai JD.COM Caiao E-Commerce Co., Ltd. are jointly held by Miao Qin, Li Yayun and Zhang Pei.
Ding Dong’s loss rate in the first three quarters narrowed by 31.7% year-on-year.
On November 11th, Ding Dong bought food and released the financial report for the third quarter of 2022 as of September 30th. Revenue in this quarter was 5,942.5 million yuan (about 835.4 million US dollars), down 4.0% year-on-year. However, the gross profit margin increased and the loss rate was greatly optimized compared with the previous year. Ding Dong’s net loss in the third quarter of 2022 was 344.9 million yuan, while the net loss in the same period in 2021 was 2,010.6 million yuan. In the first three quarters of this year, Ding Dong’s food revenue was 18 billion yuan, a year-on-year increase of 23.1%. In the same period, the loss rate narrowed by 31.7% year-on-year. However, it is worth noting that since the evacuation from Xiamen in October, there are 27 cities that can normally place orders for Ding Dong food, 18 of which are located in the "base camp" of the Yangtze River Delta.
Amazon plans to cut off the non-profit sector and is closely evaluating the Alexa business of smart speakers.
Recently, it is reported that Amazon CEO Andy Jassy is leading the cost reduction assessment and cutting off the unprofitable business of the company. Since this year, Amazon’s share price has fallen by about 45%. Some people familiar with the matter said that during the months-long cost reduction review, Amazon had told employees in some non-profit departments to look for jobs in other departments of the company because their teams were suspended or closed. According to some people familiar with the matter, Amazon’s leadership is closely evaluating Alexa business. Some people familiar with the matter said that this department has more than 10,000 employees and is the main recipient of investment. Internal documents show that in recent years, Amazon’s equipment division, including Alexa, has suffered an annual operating loss of more than $5 billion.
Liu Qiangdong says low prices are JD.COM’s only competitive weapon.
Recently, it was reported that on October 23, the "three-inventory" strategy of JD.COM’s household appliances department had just been finalized, and Fan Xie, vice president of JD.COM Group and president of the household appliances division, sent a report email to Liu Qiangdong, focusing on double 11’s big promotion arrangement. However, in the email reply, Liu Qiangdong wrote: "With the success of our 3C home appliance business, many brothers began to be arrogant and complacent, thinking that they had mastered the pricing power and no longer paid attention to our low price advantage. If this continues, it will become the second Suning sooner or later!" Liu Qiangdong emphasized that "low price is the most important weapon for our past success and the only basic weapon in the future."
Haidilao sued Youxian Daily for millions of dollars.
Recently, Sichuan Xinpai Catering Management Co., Ltd. and Changshu Daily Fresh E-Commerce Co., Ltd. published the first-instance documents of the dispute over the sales contract. Sichuan Xinpai Catering Management Co., Ltd. is a wholly-owned subsidiary of Haidilao. According to the documents, the two parties had previously signed a contract stipulating that the defendant Changshu Daily Fresh Company would buy Aauto Quicker food from the plaintiff. From October 2021 to March 2022, the plaintiff delivered a total of more than 1.47 million yuan. After repeated reminders, the defendant failed to pay as promised. The court held that the defendant failed to pay the payment within the time limit, and the plaintiff’s request to terminate the contract was in line with the law. After the termination of the contract, the defendant shall return the plaintiff’s deposit and pay the purchase price and interest. In the end, the court ruled that the contract between the two parties was terminated, and the defendant paid the plaintiff 1.47 million yuan in payment and interest loss, and returned the deposit of 30,000 yuan.
Pinduoduo Temu USA has introduced a new logistics model to merchants, and will enter Canada and Spain in the next stop.
Recently, it was learned that Temu of Pinduoduo is preparing to open a station in Canada, and the next station is Spain. At present, the unit price of the American station is 20 -25 dollars. In addition, it is understood that in October, Pinduoduo’s cross-border e-commerce platform Temu opened the JIT(Just-In-Time) pre-sale mode to merchants. The seller does not need to prepare the goods for the warehouse in advance, but can complete the delivery (send it to the official warehouse in Temu) within 24 hours according to the actual sales order.
SHEIN piloted Taobao model in Brazil.
On November 10th, LatePost reported that China’s largest cross-border fast fashion platform, SHEIN, was experimenting with the platform model in Brazil: merchants set up shop directly on SHEIN, taking charge of their own operations and logistics, just like Taobao. Previously, SHEIN designed and purchased goods by herself. A person close to SHEIN said that the pilot decision was made in 2021 and officially launched in March this year.
Amazon became the first listed company in the world whose market value evaporated by $1 trillion.
On November 10th, local time on Wednesday, Amazon, the e-commerce giant, became the first listed company in the world whose market value evaporated by 1 trillion US dollars (about 7.2 trillion yuan) because of the intensified inflation, tight monetary policy and disappointing performance report this year, which triggered a historic sell-off of the company’s stock. As of the close of US stocks on Wednesday, Amazon’s share price fell by 4.3%, which caused its market value to drop from the record closing level of 1.88 trillion US dollars in July 2021 to about 879 billion US dollars, and its market value evaporated by 1 trillion US dollars.
Meituan APP tests the short video interface of "Meituan Takeout Second Floor"
Recently, Meituan APP has been updated. After clicking on the "take-out" module, the platform will pop up a prompt to guide users to "go to the second floor". After pulling down, you can enter the short video interface of Meituan take-out. The test shows that the short video display logic of "The Second Floor of Meituan Takeaway" is similar to that of Tik Tok, and it is a single screen sliding mode. The main display is the restaurant’s signature dishes. The interface will display basic information such as restaurant rating, delivery time, food price, etc. Users can like the collection and click "Grab it now" at the lower right to jump to the restaurant’s shopping interface for take-out in Meituan. At present, this function is still in a relatively primary stage. Compared with the food video on the short video platform, the short video content presentation, shooting techniques and copywriting introduction of "The Second Floor of Meituan Takeaway" are relatively simple. In addition, the "second floor" is the same as the Tab2 "What to eat" of the Meituan takeaway module, and there is no difference for the time being.
Baozun E-commerce announced that it plans to acquire Gap Greater China business for up to 50 million US dollars.
On November 8, Baozun E-commerce official WeChat announced the acquisition of Gap Greater China business and opened a new business line of "brand management". It is reported that the agreement has been signed at present, and the benchmark consideration of this equity transaction is 40 million US dollars. Depending on the final adjustment of the agreement, the total transaction amount is not higher than 50 million US dollars. The acquisition still needs to meet the customary delivery conditions and meet the regulatory approval requirements. It is expected that the acquisition of two operating entities will be completed in the first half of 2023. At the same time, many companies affiliated to Baozun have also reached a series of business agreements with Gap — Baozun is exclusively authorized by Gap to produce, promote and sell Gap products in Greater China, and has the right to design products in China. The relevant business agreement lasts for 20 years, with an initial period of 10 years; It can be renewed twice for 5 years each time.
On Saturday, the construction of the new e-commerce platform "Youtang" was basically completed.
On Saturday, November 10th, I replied to an investor’s question on the interactive platform, saying that the company has tried to develop and build a new e-commerce platform — — Pomelo hall, every piece of trendy products has a unique logo. The concept of introducing web3.0 and some related technologies are included in the platform construction. At present, the platform construction has been basically completed, and the content and products are being enriched, but the large-scale promotion has not yet begun.
Luxury e-commerce temple library was put on file for investigation
On November 8, Beijing Consumers Association issued a document naming Temple Library. From January to the end of October, 2022, Beijing Consumers Association’s hotline 96315 registered as many as 3,343 complaints involving Beijing Temple Library Trading Co., Ltd. At present, most of the complaints have not been resolved, and the relevant departments have filed an investigation on Temple Library Company’s alleged violations of laws and regulations and damage to consumers’ rights and interests. At present, the staff of the temple library have moved out of the temple library building, and the whole building has begun to be rented out.
There is a big dispute between Suning.cn and Carrefour Group on the acquisition of residual equity.
Recently, Suning.cn announced that at present, Suning International has had a big dispute with Carrefour Nederland B.V. on the acquisition of the remaining Carrefour China equity due to the great changes in the objective environment when it reached the acquisition agreement with Carrefour Nederland B.V. and Carrefour Group, and the two parties are handling the dispute according to the settlement method agreed in the agreement.
The first JD.COM MALL in South China landed in Dongguan.
On November 10th, JD.COM MALL’s first store in South China recently held a groundbreaking ceremony in Dongguan, Guangdong Province. The store is scheduled to open in 2023. After opening, it will become the largest comprehensive consumer business body in Dongguan with the theme of "Chaobu Technology". At the same time, JD.COM Wuxing Electric also announced the establishment of Guangdong Branch and appointed Zhan Hui as the general manager of Guangdong Branch. According to reports, Dongguan JD.COM MALL is located in the World Trade Center, No.11 Dongguan Avenue, Dongguan City, Guangdong Province, covering an area of over 40,000 square meters. World Trade Center, located in the core business district of Dongguan City, Dongcheng International Trade Business District. The business district integrates fashion, entertainment, catering and new formats, and radiates about 1.5 million people within 5 kilometers.
RT Mart Super Lifestyle Supermarket Huazhong opened its first store for trial operation.
Recently, the first RT Mart Super Lifestyle Supermarket in Central China was put into trial operation in Wuhan Guanggu Poly Plaza. It is understood that RT Mart’s Super Lifestyle Supermarket has a total SKU of about 12,000, with food accounting for 85% and fresh food accounting for 20%. RT Mart Super Lifestyle Supermarket is a new format of RT Mart, which opened its first store in September 2020. It is also an important part of RT Mart’s multi-format and omni-channel development and upgrading to achieve full coverage of business circle services under the new retail background. Before the store opened, RT Mart had three large supermarket chains in Wuhan.
Gome’s 100 million shares were frozen, and the cumulative execution exceeded 10.07 million.
Eye-catching shows that recently, Gome Electrical Appliances Co., Ltd. added the information of stock right freezing, and the company whose stock right was executed was Gome Capital Management Co., Ltd., with the freezing amount of RMB 100 million. The freezing date was from November 4, 2022 to November 3, 2025, and the enforcement court was Xi ‘an Intermediate People’s Court of Shaanxi Province. According to the risk information, the company still has two pieces of information about executed persons, and the total amount of execution exceeds 10.07 million.
The first M member store in RT Mart will land in Yangzhou.
Recently, we learned from WeChat official account, the official WeChat of "M Member Store" under Gaoxin Retail that RT Mart will open its first member store in Yangzhou and officially step into the track of the member store. The WeChat account of "M Member Store" was certified on September 22nd, with the brief introduction that "M Member Store is a high-end paid membership store under Gaoxin Retail". According to media reports, the first national store of M member store in Yangzhou is scheduled to officially open in April 2023. At present, the store appearance renderings have been spread, offline publicity activities are being carried out, and consumers have begun to apply for cards.
Yonghui once again reduced its holdings of Zhongbai Group, with a cumulative reduction of 6.57%.
On November 7, Zhongbai Group announced the announcement of shareholder reduction. On November 7th, Zhongbai Group received the Notice of Reduction issued by Yonghui Supermarket, a shareholder holding more than 5% of the company’s shares. Yonghui Logistics Co., Ltd., the concerted action of Yonghui Supermarket, reduced its shares by 11,603,644 shares from November 3rd to November 4th, with a reduction ratio of 1.7%. After the reduction, Yonghui Supermarket and its concerted actions held a total of 157,697,352 shares, accounting for 23.16%, and remained the second largest shareholder of Zhongbai Group.
Gome’s 1.9% stake in Zhongguancun was frozen.
Recently, Zhongguancun announced that the company inquired through China Securities Depository and Clearing Co., Ltd. and learned that Gome, as the concerted action of Gome Holding Group Co., Ltd., the controlling shareholder of the company, now holds 55.5003 million shares of the company’s tradable shares, with a shareholding ratio of 7.37%; Some shares of the company held by Gome were frozen by the court. This time, 14,338,700 shares were frozen, accounting for 25.84% of its shares and 1.9% of the company’s total share capital.
Carrefour China signed a contract with Zhengda Group and reached a $20 million agreement.
On November 8th, Carrefour China officially signed a contract with the well-known multinational company Zhengda Group in China International Import Expo(CIIE). This time, the two sides reached a US$ 20 million purchase agreement for imported goods, which further deepened the strategic cooperation, pushed the sharing and win-win of resources to a new height, and at the same time, brought more high-quality aquatic products and fresh products imported from Southeast Asia to China consumers. It is reported that the strategic signing of the two sides will deepen cooperation and increase the introduction of fresh and high-quality foods such as aquatic products, beef and fruits. Besides Zhengda eggs and CP Penaeus vannamei, which are highly recognized by consumers, the delicious and convenient prefabricated "four dishes and one soup" and durian ice cream will also be listed first in Carrefour.
The first collective contract of Hubei freight logistics industry was signed
A few days ago, Aiben Logistics Park in Yichang City, Hubei Province held a workers’ congress and signed the first collective contract for the freight logistics industry in Hubei Province, involving more than 3.8 million yuan in preferential relief, benefiting more than 6,800 truck drivers. This collective contract accurately solves the problems that truck drivers face, such as not returning the goods, the owner defaulting on freight charges and making things difficult for no reason. It is clear in the contract that: the network distribution service should be added to timely, truly and freely release the supply information; The legal department of Aiben Logistics Park provides free policy advice to truck drivers and is equipped with professional lawyers to effectively resolve disputes; Aiben Logistics Park will develop Chunjiang digital platform, which will be open to truck drivers free of charge, and help driver members to self-repair, judge and eliminate vehicle failures in real time; Everyone who stays in Aiben Hotel will get a 30% discount on the standard room and be exempted from the parking fee of 40 yuan for 24 hours. The price of skid-mounted refueling in the park is lower than the market price by 0.3 yuan ~ 0.5 yuan.
Maersk and MSC were accused by the Brazilian Port and Wharf Association.
Recently, according to foreign media reports, the Brazilian Association of Ports and Terminals (ABTP) submitted a legal request to the Brazilian Economic Defense Administrative Committee (CADE) to investigate the influence of shipping companies Maersk and MSC on the Brazilian port market. ABTP accused the two companies of abusing their dominant position in container shipping business and favoring their own container terminals on the coast of Brazil, thus increasing transportation costs and reducing the choice of Brazilian goods transportation. ABTP pointed out in the document that in Brazil, MSC and Maersk are responsible for 79% of container transportation through the Brazilian coast (53% is direct transportation and 26% is through commercial agreements). According to it, the control of cargo transportation is carried out in such a way that seven ports owned by two companies are given priority, even if other ports are closer to the origin/destination of goods, which harms the interests of other companies.
缅甸中通上线本土寄件APP
11月11日消息，中通快递缅甸公司官微发布消息称，缅甸中通本土寄件APP上线。IOS 用户可在App Store下载，Android用户可在谷歌商店下载。下载后，用户可在登陆页面选择地区，随后可根据自身情况选择登录或注册，分别是非签约客户注册、非签约客户登陆、签约客户登陆。值得注意的是，缅甸中通已建立瑞丽国际仓；木姐分拨中心、曼德勒分拨中心、仰光中转中心；支持中缅互发，缅甸本土互发，正规报关报税。此外，缅甸国内现已开通密支那、木姐、腊戍、东枝、彬乌伦、曼德勒、内比都、勃固、仰光等各地物流服务。
极兔国际上线西班牙小包专线
On November 10th, Polar Rabbit International officially launched the Spanish small package line to reduce logistics costs, improve logistics timeliness, and ensure that sellers can go to sea without worry. According to reports, the overall timeliness of the special line from receipt to receipt is 8-10 working days, and the appropriate investment rate is as high as 98%; After customs clearance, the goods are not collected at the end of transshipment, and the transshipment time is fast; The volume coefficient is larger and more cost-effective, the price is affordable and the cost is controllable. It is reported that the service of Polar Rabbit International Packet Line has now covered the United States, Britain, France, Germany, Canada, Spain and other European and American regions as well as the whole of Southeast Asia, East Asia, the Middle East and Latin America.
Amazon is developing the next generation of delivery drones
On November 11th, it was reported that Amazon was developing a better delivery drone. The new MK30 drone will be put into use in 2024, with quieter design, longer battery life and the ability to fly in high temperature and light rain. The new drone can fly vertically into the air hundreds of feet, maneuver and land autonomously, and can transport packages weighing up to 5 pounds (about 2270 grams).
Maersk opens new warehouse in Bangladesh
Maersk recently announced that it is building a new warehouse of 9,290 square meters in Chattogram, a port city on the southeast coast of Bangladesh, to expand its warehouse network in Bangladesh. The facility to be built is located near Chittagong, which is connected with Dhaka-Chatham Expressway through the Outer Ring Road and Karnaphuly Tunnel, providing access for Bangladeshi garment exporters located in the nearby manufacturing center.
Yuantong International intends to change its name to Yuantong International Express Supply Chain Technology Co., Ltd.
Recently, YTO Express (International) Holdings Co., Ltd. revealed at the 5th China International Import Expo that the company name will be changed soon. The Chinese name will be changed from "YTO Express (International) Holdings Co., Ltd." to "Yuantong International Express Supply Chain Technology Co., Ltd.". The English name was changed from "yto express (international) holdings limited" to "yto international express and supply chain technology limited". According to reports, the new name not only further highlights the scientific and technological elements of Yuantong International, but also conforms to the company’s strategic business plan for future development and brand reshaping.
The latest express service satisfaction was released, and SF Express, Jingdong Logistics and Postal EMS scored higher.
On November 10th, the State Post Bureau issued a notice on the satisfaction survey of express delivery service in the third quarter of 2022 and the test results of punctuality rate within time limit. According to the survey, the public satisfaction score of user express service in the third quarter of 2022 was 82.2 points, up 2.4 points year-on-year and 3.7 points higher than that in the second quarter. In terms of public satisfaction of express delivery companies, the companies that scored above 80 points (including 80 points) were Jingdong Express, SF Express, Postal EMS, ZTO Express and YTO Express, and the companies that scored between 77 and 80 points (including 77 points) were Yunda Express, Shentong Express, Debon Express and Jitu Express.
SF International opens cross-border e-commerce 9610 direct purchase import business.
A few days ago, a group of Japanese cross-border e-commerce direct-purchased imported parcels handled by SF International completed all the customs clearance procedures at the Shenzhen Airport Express Center, marking that SF International officially opened the cross-border e-commerce "9610" direct-purchased import business at Shenzhen Port with the support of Shenzhen Customs. Under the cross-border e-commerce "9610" direct purchase import mode, the e-commerce platform can be shipped directly from overseas suppliers or overseas warehouses. This mode takes up less inventory, and relies on the advantage of offshore supply, and the variety of goods is more complete, which has become one of the important shopping channels for e-commerce "Haitao". Customers place orders on the e-commerce platform to generate orders, payment bills and waybills, and the information of the three orders is matched with each other and transmitted to the customs; After that, the goods are transported to the port via SF, and the customs system will automatically write off the customs clearance after the goods arrive, and then transfer them to consumers, making the whole process more concise and smooth.
Zhonggu Logistics: It is planned to invest no more than 1 billion yuan in the project of Jianzhong Valley International Container Supply Chain Warehouse Logistics Base.
On November 9, Zhonggu Logistics announced that Shanghai Gurui Real Estate Development Co., Ltd. (hereinafter referred to as Gurui Real Estate), a wholly-owned subsidiary of the company, intends to participate in the auction of the state-owned land use right publicly sold by the management committee of Lingang New Area of China (Shanghai) Pilot Free Trade Zone. If the land use right is won, it will be used to build the "Zhonggu (Lingang) International Container Supply Chain Storage and Logistics Base Project", and the total investment of the project is estimated to be no more than 1 billion yuan.
Meituan Smart Logistics Hub Project landed in the airport area of Daxing Airport.
On November 9th, the management committee of Daxing Airport Airport Airport Airport (Daxing) signed a contract with Beijing Sankuai Online Technology Co., Ltd. (hereinafter referred to as "Meituan"), announcing that Meituan Smart Logistics Hub Project landed in the airport area. The project is planned to start construction in 2023 and is expected to be completed in 2025. The Meituan Smart Logistics Hub Project relies on Meituan’s own industrial advantages and the location advantages of the airport area, creating a closed-loop scenario of networked supply chain with service retail as the target in the airport area of Daxing Airport, building a high-end food import, processing and distribution hub, promoting the development of digital economy and providing assistance for the construction of Beijing as an international consumer center city.
DHL’s revenue in the third quarter increased by 20% year-on-year.
Recently, DHL announced its third-quarter results, with revenue increasing by 20% year-on-year to $24.1 billion. Earnings before interest and tax is $2.01 billion. It is reported that the earnings before interest and tax of DHL freight forwarding department increased by 57% year-on-year in the third quarter, reaching 588 million US dollars; Revenue increased by 38.2% to $7.953 billion. In terms of shipping, DHL’s acquisition of JF Hillebrand supported the company’s weak freight volume. In the third quarter, the company’s shipping revenue increased by 67.2% year-on-year, and if Hillebrand is not included, this increase is 40.4%. In terms of air transportation, air cargo volume decreased by 11% year-on-year to 467,000 tons. The revenue of DHL Express, an international air express service, increased by 21.8% to 7.18 billion US dollars. Earnings before interest and tax grew by 4.2% to $1 billion.
Baishi Group received a notice that the NYSE did not meet the minimum share price requirements.
On November 9th, Best Group announced that it had received a letter from new york Stock Exchange dated October 19th, 2022, informing it that it did not meet the applicable price standard in the continuous listing standard of new york Stock Exchange, because as of October 17th, 2022, the average closing price of its American Depositary Shares ("ADSs") was less than $1.00 per ADS for 30 consecutive trading days. According to article 802.1 c of the Manual of Listed Companies of new york Stock Exchange, the company has six months to comply with the minimum share price requirement after receiving the notice.
Jingdong Express launched two major services: appointment delivery and verification dispatch.
On November 9th, according to the news of Jingdong Logistics, during the November 11th this year in JD.COM, Jingdong Express officially launched two brand-new services, namely, scheduled delivery and verification dispatch, and continued to add extra weight to protect users’ safe and worry-free delivery experience through various means such as regular delivery and verification of pickup codes. It is reported that consumers can enjoy short-term temporary storage and regular delivery by selecting "scheduled delivery" when placing an order in the Jingdong Express applet, and they can freely choose the delivery time period in the next 7 days. Among them, express delivery time can be accurately reserved for 2 hours, and express heavy goods can be reserved for three delivery time slots throughout the day. At the same time, in response to the night delivery needs of some consumers, Jingdong Express also launched a night appointment delivery service to provide consumers with night home delivery service from 21: 00 pm to 24: 00 pm.
Fast Dog Taxi will cooperate with robot startup Rice Robotics to launch an automatic delivery robot.
Recently, Guan Junwen, the co-founder of Fast Dog Taxi, said in an interview with local media that he would cooperate with Rice Robotics, a local robot startup, to launch an automatic delivery robot, taking Hong Kong as a pilot and using the delivery robot to complete the "last mile" delivery. The project is planned to conduct scene tests in some large housing estates, Grade A office buildings and parks in Hong Kong within three months at the earliest. He explained that the cost of bulk delivery in the delivery process is low, but it needs to be delivered piece by piece in the last mile, and the cost is the highest. It is expected that the delivery will be completed by robots, which will save drivers more time and improve efficiency.
The ranking of the world’s top 20 freight airports was released.
On November 9, the International Airport Council (ACI) officially sorted out and announced the ranking of the top 20 international cargo airports in the world in 2021. Hong Kong International Airport replaced Memphis International Airport in the United States and returned to the world’s largest cargo airport. Guangzhou International Airport ranked 16th and Shenzhen International Airport ranked 20th. It is understood that in 2021, the throughput of the top 20 air cargo hubs is about 54.8 million tons, accounting for 44% of the global air cargo volume in 2021, an increase of 14.7% compared with 47.7 million tons in 2020. Compared with before the pandemic in 2019, the increase was as high as 13.4%.
Blackstone’s Longdi Plus acquired Greater Bay Area Hyundai Warehouse.
On November 8th, Longdi, a subsidiary of private equity giant Blackstone, announced that it would soon complete the acquisition of a modern warehouse with an area of about 280,000 square meters in Guangdong-Hong Kong-Macao Greater Bay Area. With the completion of the acquisition, Longdi’s business map in China will be greatly expanded. It is understood that since 2017, Longdi has rapidly developed from a pure logistics platform to a multi-asset management platform covering warehousing and logistics, long-term rental apartments and commercial offices. In terms of warehousing and logistics, Longdi has continued to develop and invested in 18 cities, managing more than 40 logistics parks with a total construction area of over 5 million square meters.
Evergreen spent $268 million to acquire Panama Gelang Container Terminal.
On November 9, it was reported that Evergreen Shipping (Asia), a subsidiary of Evergreen Shipping, acquired 100% equity of Panama Gelang Container Terminal with a transaction amount of 268 million US dollars. According to reports, Panama Gelang Container Terminal is an important transshipment hub port for Evergreen Shipping and its subsidiaries in the Americas. In order to strengthen the layout of the Americas, Evergreen Shipping (Asia) passed two subsidiaries — — Evergreen Hong Kong and Clove, as well as Ally Holding Ltd, a related party, acquired 9%, 40% and 51% equity of Panama Gelang Container Terminal respectively.
Tianjin Binhai Airport opens cargo route from Tianjin to Ulan-Ude, Russia.
Recently, Tianjin Binhai Airport opened a regular cargo route from Tianjin to Ulan-Ude, Russia, with the first cargo volume reaching 13 tons. The route is operated by Tianjin Cargo Airlines using B737-700F aircraft, four times a week, and the schedule is from Monday to Thursday. In recent years, Tianjin Binhai Airport has continuously built and improved the international freight network. At present, Tianjin Binhai Airport has basically formed an international regular route network that reaches major air cargo hubs around the world, and air cargo reaches Japan, South Korea, Singapore, Thailand, Italy, Poland, Russia, Belarus and other countries.
FedEx took measures to cut costs due to weak demand, including grounding aircraft and delaying some projects.
On November 9 th, FedEx has taken measures to reduce costs, cut some flights and grounded planes due to weak demand for parcel delivery. Mike Lenz, the company’s chief financial officer, told an investor conference on Tuesday that the company had suspended 23 domestic flights and about 9 international flights. He also said that the company also reduced sorting points and combined loads in the ground department. These measures are exactly the same as the company’s efforts in September, when FedEx said it would take a series of major measures to cope with the weakness in Asia and the challenges in Europe.
Maersk announced an increase in the emergency inland fuel surcharge, which will take effect next month.
Recently, Maersk issued a notice saying that the recent increase in energy costs led to the need to introduce Emergency Inland Energy Surcharge for all inland transportation to minimize the interference to the supply chain. The company said that fuel prices in Belgium, the Netherlands, Luxembourg, Germany, Austria, Switzerland and Liechtenstein are rising, and now surcharges need to be raised. This will take effect on December 1, 2022. The upward adjustment standard is: direct truck transportation: 16% higher than the inland standard fee; Railway/railway combined multimodal transport: 16% higher than the inland standard fee; Barge/barge combined multimodal transport: 16% higher than the inland standard charge.
Shipping prices plummeted by more than 70%
Recently, it was learned that the World Cup, Thanksgiving Day and Christmas season are coming one after another, but the global shipping market is chilly, and the freight rates of major shipping routes have dropped sharply. "The freight rate of Central and South American routes has dropped from $7,000 in July to $2,000 in October, with a drop of more than 70%," revealed a shipping freight forwarder. Compared with Central and South American routes, European and American routes began to decline earlier. In addition, Maersk recently warned that the global economic recession is imminent, which will drag down the future orders of shipping. Maersk predicts that global container demand will drop by 2%-4% this year, which is lower than previously expected. Not only that, container demand may also shrink in 2023.
Airbus: China will need more than 8,400 passenger planes and cargo planes in the next 20 years.
On November 7th, Airbus (hereinafter referred to as "Airbus"), a global aircraft manufacturer, released the latest global and China market forecast from 2022 to 2041, showing that there will be 39,490 new passenger planes and cargo planes and about 2,440 new cargo planes in the world from 2022 to 2041, of which 900 are newly manufactured original cargo planes. In the China market, Airbus predicts that the average annual growth rate of air traffic in China will reach 5.3% in the next two decades, which is significantly higher than the world average of 3.6%. Therefore, from now until 2041, the China market will need 8,420 passenger planes and cargo planes, accounting for more than 20% of the global total demand, including 7,090 single-aisle aircraft and 1,330 wide-body aircraft.
More than 280 container ships around the world are idle, with a capacity of 1.2 million TEU.
Recently, the capacity of idle container ships has exceeded 1 million TEU, and the idle capacity will increase greatly as the shipping company suspends route service instead of just canceling the voyage. According to Alphaliner’s data, as of October 24th, the number of idle container ships in dry docks or seeking to rent in the world has reached 284, with a total capacity of 1.2 million TEU, accounting for 4.6% of the global container fleet. In contrast, during the peak demand period in February this year, the number of idle ships was 154, with a total capacity of 442,000 TEU, accounting for only 1.8% of the global fleet capacity.
Wenzhou promotes the high-quality development of cold chain logistics
Recently, the Wenzhou Municipal Government Office of Zhejiang Province issued "Several Measures for the High-quality Development of Cold Chain Logistics in Wenzhou" (hereinafter referred to as "Measures"), which clarified specific measures from seven aspects: strengthening land use security, promoting infrastructure construction, promoting cold chain transformation and upgrading, attracting and cultivating leading enterprises, promoting enterprises to reduce burdens, promoting vehicle traffic convenience, and strengthening investment and financing support, and the development of postal express delivery industry benefited well. The "Measures" clarify that express delivery enterprises are encouraged to explore the construction of terminal intelligent express boxes and express service stations with refrigeration functions, and counties (cities, districts) with conditions can give certain financial support.
Kunming issued the "14th Five-Year Plan" for the development of modern logistics industry.
Recently, the Office of Kunming Municipal People’s Government issued the "Development Plan of Modern Logistics Industry in Kunming during the 14th Five-Year Plan" (hereinafter referred to as the "Plan"), proposing that by 2025, Kunming will basically become a regional international logistics hub city with a total logistics revenue of 400 billion yuan. According to the Plan, by 2025, Kunming will basically become a regional international logistics hub city, and the supporting role of modern logistics industry in the construction of regional international central cities will be greatly strengthened, the agglomeration effect of logistics hubs will be greatly improved, the service level of logistics enterprises will jump sharply, and the social logistics cost will be systematically reduced. Cultivate and expand 3-5 or more 10 billion-level logistics (supply chain service) enterprises, and add more than 2 national 5A-level logistics enterprises, 2 national four-star and above cold chain logistics enterprises and 2 national 5A-level supply chain service enterprises.
Guangzhou will build 5 super-large and 10 large-scale logistics hubs.
On November 7th, Guangzhou Municipal Bureau of Planning and Natural Resources issued the Land Use Plan for Modern Logistics Hub and Industrial Development in Guangzhou during the 14th Five-Year Plan (hereinafter referred to as the Plan). During the "Tenth Five-Year Plan" period, Guangzhou took the mega-logistics hub as the core of the Bay Area, the large-scale logistics hub as the city pole, the logistics backbone node as the center of the area, and the distribution node as the community terminal, and connected the cargo transportation of aviation, railways, water transport, highways and urban roads at all levels, forming a four-level logistics and supply chain system that radiated the Bay Area, covered the whole city, served all districts and reached the community. There are five super-large transportation and logistics hubs, including Guangzhou Airport Logistics Hub, Guangzhou Nansha Port Logistics Hub, Guangzhou Railway Container Center Station Rail Transit Hub, Guangzhou East Rail Transit Hub, and Guangqing Airport Modern Logistics Industry New City (located in Qingyuan City). At the same time, 10 large-scale logistics hubs will be planned simultaneously, including Baiyun Shenshan Logistics Hub, Guangzhou High-speed Rail Express Logistics Hub, Huangpu New Port Logistics Hub, Xiayuan Logistics Hub, Huadu Port Logistics Hub, Huadu Shiling Logistics Hub, Zengcheng Development Zone Logistics Hub, Xiaohu Shazai Logistics Hub, Conghua Mingzhu Logistics Hub and Longsha Automobile Logistics Hub.
(Titanium Media App Editor Xiujuan Yang finishing)
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