The first tear of Taotie and pinduoduo in the first year of the year continues, and the heat is not reduced. Recently, the rookie post station issued the notice for returning to work during the Spring Festival to the local station owners, pointing out that according to the relevant provisions of the rookie post station cooperation agreement, it is a breach of contract to use the third-party receiving system for warehousing. Once found, rookie post station has the right to terminate the cooperation. This agreement is aimed at pinduoduo's vegetable buying business. After the Spring Festival, buy more vegetables began to attract express delivery sites to use the buy more vegetables system to send and receive express delivery. According to the publicity materials, the collection point of buying more vegetables has achieved systematic connection with express companies such as Zhongtong, Yuantong, Shentong, Yunda, postal service and Jitu. The collection point can enjoy high subsidies now. Is pinduokai a post station? At the same time, it seems that the post office of "Duoduo" has not issued a prompt on the operation of "Baoji express station" and "Baoji express station" under the post office of Xiamen, and the post office of "Duoduo" has not issued a prompt on the operation of "Baoji express station" and other express services. At the same time, it seems that consumers have not taken action to buy vegetables temporarily. However, the state post administration has not issued a similar announcement. Pinduoduo said: "pinduoduo does not operate express business. It has reviewed the business license and physical stores of the collection point." The collection point or post station is the end of the e-commerce industry and the key to solving the "last mile" problem. In fact, there are more than one family with similar layouts, such as tiktok, Zion, and so on. Among the third-party post stations and collection platforms, in addition to rookie post stations, there are also such as kuaibao post station, panda post station and Xiaobing post station. How to judge the definition and qualification of such platforms? Yang Daqing, an expert in the logistics industry, said: "the post station belongs to the end service place innovated by rookies and other enterprises. At present, there is no industry definition. The express end network is not an independent legal person enterprise, but an express service network for collection and distribution. There is no need to apply for express operation qualification, but it needs to be filed with the local postal administration department." Yang Daqing believes that pinduoduo's online collection of express delivery by the head of the group is only an express logistics information platform. If pinduoduo does not participate in the investment in the end physical network, it does not need to apply for express operation qualification or file the express end network. However, if the head of social group buying who participates in buying more vegetables does collection and storage services in express processing places such as retail stores and catering stores, You need to do the filing of express terminal service outlets. " Source: canned food Gallery At present, Taoxi logistics relies on rookie network, and the landing service of rookie network mainly depends on rookie alliance express enterprises based on Franchise mode. Pinduoduo, as a latecomer, is also enjoying the express enterprise services of rookie alliance members. However, as a latecomer, pinduoduo promotes the combination mode of community group purchase + Express collection by buying more vegetables. One is to support the head of community group purchase through data and business flow, and the other is to build an end service network through such combination services. Post stations and collection points have been rising as new business forms for a long time. What's the difference between pinduoduo's entry? Pinduoduo rises up and breaks the wrist with ALI Before 2013, express companies and Alibaba e-commerce had more cooperative relations. Express helped Alibaba deliver goods to customers at a lower cost; The growth of Ali makes the express company grow gradually. In 2013, Alibaba established a logistics subsidiary rookie. Shunfeng, Shentong, Yuantong, Zhongtong and Yunda were all investors at that time. In June 2015, Fengchao technology was established to enter the express cabinet business. Shunfeng holds 35%, Shentong, Zhongtong and Yunda each hold 20%, prosper holds 5%, and the legal representative is Wang Wei, President of Shunfeng. Fengchao and rookie post station began to fight head-on. In June 2017, SF orders no longer appeared in the rookie logistics system, and Taobao sellers could not deliver goods from SF. The next day, Jingdong, Tencent, Netease and other companies successively expressed their support for SF; EMS, Yuantong, Yunda and other express companies are on Ali's side. Subsequently, under the mediation of China Post, the two sides resumed the data connection. Recently, a SF courier said he didn't know whether SF could access the rookie post station, but SF did rarely use the rookie post station. Compared with SF, pinduoduo is a more noteworthy opponent of Alibaba and threatens the basic market of e-commerce - by the end of 2020, pinduoduo had 788 million active users for many years, surpassing Taobao and ranking first in China. As of September last year, its number of users was 867 million. In 2020, pinduoduo's average daily orders exceeded 100 million. In October that year, pinduoduo CEO Chen Lei revealed that pinduoduo sent more than 70 million daily packages, accounting for about one third of the country. In order to "snipe" a lot, Taobao chose "Resurrection" to gather cost-effective and launched a special edition to resist. On the official wechat, taote mentioned pinduoduo four times in five months, and released "a letter from Taobao special edition to Duoduo's classmates", driving the fruit shop downstairs to pinduoduo's headquarters. The employees who named pinduoduo can receive fruit free of charge with their work cards. In such a tit for tat situation, even if pinduoduo has not yet made the action of arranging the physical post station, its water test in the "last kilometer" is enough to alert Ali, and even stop the post station master from using the Duoduo shopping system. From the perspective of pinduoduo, as one of the largest e-commerce of agricultural products in China, the core of competition is digital supply chain management and control, which should penetrate the upstream and downstream of the supply chain. Pinduoduo as an open e-commerce platform, if it does not establish a strong relationship with the end express, it is difficult to control the end service efficiency and ensure the quality of perishable products such as fresh vegetables. It's about opening the last joint of the closed loop, and the two sides are doomed to war. According to public information, in the 12 months to June 2020, the number of daily service packages of rookie post station was 30 million, with a year-on-year increase of 110%. According to the quarterly financial reports of Alibaba Group in 2021, the business growth of rookie post station is strong, and the revenue in a single quarter has been about 10 billion yuan. For comparison, Fengchao currently has more than 20 million daily service packages. Disputes over advantages and disadvantages of post station mode The rookie post station mode has solved the pain points of e-commerce and users, but with the passage of time, controversial voices continue to emerge, which seems to produce new pain points. Some people believe that for users who can't sign for work during the day, the existence of the post station is indispensable and greatly facilitates their daily life. There are also voices that the post station does not create value for the recipient, but has an additional process. In addition, some couriers put packages in the post station without the user's consent, reducing the user experience. After using the pick-up code, personal information will sometimes be leaked. Fengchao express cabinet, which is similar to the post station model, fell into criticism in 2020. The discussion of "pumping Commission express companies on the one hand and charging consumers on the other hand, is it necessary for express cabinets to exist" was rampant for a time. After the State Post Office interviewed Fengchao technology, Fengchao technology publicly apologized for the matter and adjusted the charging scheme. At present, most of the money made by rookie post stations and collection points comes from courier delivery, that is, commission per order. In addition, there is the turnover brought by delivery service and passenger flow. Once these express collection points undertake the business of other "third-party receiving systems", the rookie's commission income will be directly affected. For self-employed households, such as laundry, fruit shop and small supermarket, life is not easy. If they undertake more business, they will have more income. At present, pinduoduo's scheme does not intercept the pick-up code, does not draw commission from the collection point, and there is no terminal brand, and all information is returned to the express company, which has solved several pain points for the express company and the collection point. From the perspective of consumers, pinduoduo's user base can already compete with Alibaba. If pinduoduo can choose more collection points when shopping, it is naturally a good thing, not to mention the "trouble" of taking a piece code. Competition promotes the progress of the industry and benefits consumers. Yang Daqing believes that retail business entities such as convenience stores and canteens, which take express as an independent business entity of supporting services, have multiple cooperation options in carrying out post station cooperation such as collection express. However, if they have established in-depth franchise cooperation with rookie network, they should abide by the contract. If there is no in-depth cooperation, they have independent choice. The post station service developed by buying more vegetables is more focused on the head of community group purchase to promote the new cooperation of community group purchase + Express collection, which is different from the rookie post station with high specialization of express service. Consumers are welcome. Express companies are happy to add a source of income to "Mom and pop stores" and convenience stores. Pinduoduo has opened up the closed loop, while Alibaba and rookie post stations are affected. According to the "new consumption daily", in 2021, the rookie post station launched the "door-to-door delivery". Rookies clearly pointed out that this service scope is "Taobao and tmall packages" in specific areas. "A rookie post station master, who asked not to be named, told reporters that although the regulations tend to Taobao and tmall packages, we will also deliver the packages from pinduoduo and JD platform." It can be seen that the differential treatment of non Amoy department by rookie post station may have existed for a long time. In the absence of its own logistics, it is reasonable to put together a lot of online express delivery and receiving business in order not to be "stuck". "Hubei Daily", "Yangcheng Evening News", "financial investment news" and other media and industry insiders questioned that it is "one of two" to disable the third-party system in the rookie post station. However, the rookie post station said: "Rookie, as the founder of the site, carries out legal filing for the site and bears the main legal responsibility. All rookies in the site's business premises should be effectively managed. If the site cooperates with a third party, the site also needs to ensure and promise the legitimacy and security of operation. Reminding the post station not to use a third-party system is not 'one of two', just like McDonald's does not allow it KFC system access is the same. " In the past, pinduoduo used the "10 billion subsidy" to complete the "peak cutting and valley filling" of the "artificial Shopping Festival" in the e-commerce industry. This time, pinduoduo used the subsidy to cut into the hinterland of the "last kilometer". At present, it seems that the process will not be easy. For ordinary people who travel every day, they have no time to care about the game of large companies. Whether life can become convenient and whether they can earn more money is their vital interest. (Xinhua News Agency)