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Xu Yong, an expert in express industry, believes that the listing and financing of private express companies will help large express companies to transform into integrated logistics providers. Generally speaking, comprehensive logistics includes supply chain integrators, zero load transportation, cold chain distribution, domestic and international express delivery, warehouse distribution integration, air freight, etc. From the perspective of international experience, large-scale express companies are transforming into integrated logistics providers, mainly through M & A. Listing is conducive to the transformation and upgrading of the express industry in terms of technology. Since 2016, the express industry has entered the era of "five machine container vehicle" (i.e. electronic waybill printer, express loading and unloading extension machine, security inspection machine, all cargo machine, automatic sorter; Express intelligent self-service cabinet; Express electric vehicle). These equipment will be the new competitive focus of express enterprises, which need a lot of funds. In addition, listing is conducive to the improvement of their own governance system and management level.
At the same time, the listing of large-scale express enterprises will help the industry to transform from single price competition to service quality competition, to fine and specialized competition; promote industry restructuring and survival of the fittest, and some small and medium-sized enterprises that do not have an advantage in scale and service level will face the risk of integration and elimination.
According to the data released by the State Post Office, in the first quarter of 2016, the express delivery industry has completed 5.77 billion pieces of express delivery, a year-on-year increase of 56.4%, a substantial increase of 14.75 percentage points over the same period last year; the business income has completed 77.31 billion yuan, a year-on-year increase of 42.1%, a year-on-year increase of 10.50 percentage points over the same period last year. The price of a single express delivery is 13.4 yuan, which is the same as the average price in 2015.
CITIC Securities believes that a significant increase in overseas business volume is an important driving force for the growth of express delivery volume in the first quarter. In the first quarter, the volume of international and Hong Kong, Macao and Taiwan express delivery reached 130 million, an increase of 56.43% year-on-year, a significant increase of 35.74 percentage points compared with the same period last year, which is related to the rapid growth of cross-border e-commerce. On the other hand, the growth of the industry exceeds that of online retail, and the growth is supported by personal demand and small-scale enterprise logistics. In 2015, the growth rate of express business volume in the express industry has been more than 15 percentage points ahead of the online retail sales, breaking away from the shackles of the decline in the growth rate of online retail sales, and the data in the first quarter of 2016 is faster than that in 2015. In addition, cross-border e-commerce also provides power for the industry's growth rate of more than 50%. It is expected that the express industry will achieve a market scale of 8000-1 trillion yuan in 2020.
Industry analysts pointed out that cross-border logistics involves complex processes such as customs declaration, and the bonded area mode is the general trend.
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