Carelessly, the "running legs" business has returned to the attention of everyone.
Yesterday, some media reported that the instant delivery platform ushered in a new influx, and Yunda’s real-time distribution platform “Cloud Delivery†will be launched soon. According to the IT internal reference, the cloud delivery supports three types of services: 1. personal city delivery orders; 2. catering/business/flower O2O orders; 3. rhyme delivery orders. According to the official introduction of Yunda, the first batch of open cities are in Shanghai, and other cities are open.
Under the influence of the new retail, the instant delivery business has become a scent, and Yunda has a big intention to grab a job at this time. However, although there are no giants in the industry, there are also those who can exist. In the face of rhyme, they may have something to say.
Before chatting with Yunda, let's take a look at the real-time distribution industry. Since 2014, due to the rise of the take-out platform, the corresponding user base has been cultivated for instant delivery, and the entry barrier has been reduced, and the real-time distribution market has begun to concentrate. It has been born with instant delivery platforms such as Dada, Flash, UU errands, and geek express delivery. Among them, Dada and Flash have become the leader in the toC field due to their outstanding financing amount.
Outside of these entrepreneurial platforms, the take-away platform is also eager to try. The take-out platform "Click me" has also been transformed into instant delivery "point me", and got Ali, hungry and heavy gold injection; hungry? Zhang Xuhao also thought that instant delivery will be the next decade of artificial intelligence. Under this circumstance, Baidu take-out, Meituan, and hungry have launched the errand business. Among them, the US group even extended its business to send clothes to Haishu's home, and said that it will involve more brands in the future.
In the courier company, SF also involved this business. In July last year, it cooperated with Baidu take-out. During the lunchtime peak meal delivery period, SF will be responsible for the distribution of some Baidu take-out orders. In addition, the traditional express company ZJS also cooperated with the take-out brand HM to provide take-away delivery service in Shanghai.
Having said that, can Yunda's "cloud delivery" on the line be splashed in the ocean of instant delivery? I am afraid it will be determined by the following factors.
First, if the price does not dominate, the early subsidy or key
In any field, among the factors that determine the user's choice, the price can never be ignored. According to the IT internal reference, the minimum flash requirement is 16 yuan. Before the distributors of traditional logistics industry such as Yunda entered the game, they were expected to rely on the existing logistics system to reduce the distribution costs and thus change the current market structure of the same city distribution. However, from the existing information, the price used by Rhyme is not different from the flash. In other words, rhyme does not dominate the price compared to flash.
Legend: Rhyme Express Charges
Legend: Flash Charges
In fact, Rhyme's errand business is actually closer to Dada than its flash mode. Some insiders have pointed out that for the same city distribution, if you want to completely enter the same city market, the first thing you need to solve is the site resources. The reason why Dada can do it is because its city-to-city express information service system has fully received the distribution system of Jingdong Mall and provided the last mile delivery service for e-commerce express mail. And rhyme, with enough site resources.
Then rhyme wants to expand the influence of C-side users in the early stage, the only way to go is the large subsidy. Although burning money can't be a "singular move", for the current high price of the industry, and the advantages of logistics in the rhyme, burning money may be able to seize a certain market share.
Second, toB end, whether it can be integrated into Ali's new retail logistics system
Yunda wants to make achievements in the field of real-time distribution. In addition to catching toC users, toB's enterprise-level users are also key points. Among them, Alibaba, which is currently developing a new retail logistics system, is one of the target users.
According to the IT internal reference analysis, Alibaba may have had an idea in terms of instant delivery. In September last year, the rookie wrapped and cut into an hour to reach the market speed of the same city; in January this year, Tmall, rookie and Watsons jointly launched the "store delivery" service, that is, after the consumer online shopping order, you can choose from the nearest The delivery of physical stores can be delivered in as little as 2 hours. Yesterday, the rookie expanded the service to more than 30 cities. Although the rookie said that the current distribution is completed by “point meâ€, if the service rises to the strategic level, the rookie needs to guarantee the capacity beyond “point meâ€.
Lenovo has previously had higher requirements for new retail logistics, including not only one hour of Tmall, but also Tmall's two-hour service. At the same time, whether it is the number of cities or third-party brand merchants, the scope of “store delivery†will be further expanded.
Previously, Tmall wanted to build its own logistics, and it was discovered by logistics industry expert Huang Gang that Ali was established to establish an efficient national urban distribution logistics system. The rhyme was delivered immediately, perhaps for the new retail of Ali. .
For Yunda, it is also possible to come up and share a piece of the instant delivery industry. The road has been paved, just look at how Yunda chose.
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