JD Logistics 9 billion yuan to acquire Debon?Where will Debon go with Qiangqiang?

Recently, the courier logistics industry can be described as changing. After we say that the courier price increases, the change of the express logistics industry is coming again. What is the purpose of the state? Will Debon delist after the completion of the acquisition?

1. JD Logistics 9 billion yuan to acquire Debon?

According to the Yangtze River Commercial Daily, the era of "King of Highway Express" Debon finally ended.

On the evening of July 28, Debon announced that JD Logistics's JD Zhuangzhuang achieved control of Debon Holdings, thereby indirectly controlling 66.4965%of the companies held by Debon Holdings, totaling about 8.976 billion yuan.

The announcement stated that the purpose of the acquisition of this offer was to create a comprehensive delivery logistics supply chain group, in order to improve the integrated efficiency of JD.com's logistics business sector.

According to the China Business News report, Debon Holdings, as a comprehensive logistics company, provides solutions including LTL transportation, vehicle transportation, delivery services and warehousing management. The company's Debon shares were listed on the Shanghai Stock Exchange in 2018.

Related data show that as of June 2021, Debon has more than 30,000 service outlets in China, covering most counties and districts, with 143 transfer centers exceeding 1.8 million square meters and more than 15,000 transport vehicles.

As the "veteran" of the logistics industry, Debon was established in 1996 and has made many strategic adjustments in more than 20 years. Among them, Debon entered the Express market in 2001 and took the lead in launching "truck flights" in the industry, which quickly occupied the mid -to -high -end market of the zero logistics; in 2013, Debon began a strategic transformation and deployment of the express delivery business; in 2018, in 2018, Debon's shares once again chose to conduct strategic transformation, focus on developing large express delivery business, and renamed the brand "Debon Express".

Today, Debon has gradually entered a brand new era. Many people are asking what the purpose of JD logistics to acquire Debon is? Will JD Logistics be delisted after the acquisition?

2. Where will the Debon go under the joint joint?

To be honest, Jingdong Logistics acquisitions can be said to be unexpected for the entire express logistics industry, but in fact, it is reasonable to think about it. The logic is actually very clear:

First of all, why should JD Logistics buy Debon? As we all know, JD Logistics is an important part of JD.com. As an important participant in China's logistics and express industry, the long -term development of Jingdong Logistics has been the core guarantee for JD.com to ensure the timeliness and performance efficiency of the distribution. Long -term development is inevitable.

Previously, JD Logistics has already started its own merger and acquisition development path. Before JD Logistics has won well -known participants in logistics industry such as Expedition, and now it has formed Debon's income. Ecosystems provide a good development layout for the development of JD logistics.

In addition to continuously improving Jingdong logistics's own efficiency and scale of economic level, the benefits of JD Logistics to acquire Debon are concentrated:

First, from the perspective of business advantages, JD Logistics is China's leading supply chain logistics company. It pays attention to the integration of chain networks. It has a significant advantage in the field of intelligent supply chain, while Debon has a large -scale sprinkler, express vertical vertical market. Companies with strong advantages, both are in the middle and upstream of the logistics industry. The strong union of the two is actually a process of complementary advantages. It can effectively supplement JD logistics and Debon's comprehensive service capabilities in the logistics market, which is conducive to Create a comprehensive delivery logistics supply chain group to form an Express network covering the country, effectively enhance the network capacity of the entire group, and truly enable JD logistics and Debon to form an effective advantage.

Second, in terms of the integration of the customer system, Debon has a strong market influence on the market of B -end enterprises, especially the manufacturing enterprise market in recent years. Advantages will effectively help JD Logistics to obtain more B -end corporate users, and JD Logistics has accumulated for many years of customer service experience to feed Debang, so that Dubang's customers will accumulate another step. Especially in recent years, with the continuous development of e -commerce, the penetration rate of large -piece e -commerce has gradually increased, and the boundaries between the burden and express delivery have begun to blur. Effect, thereby realizing the long -term sustainable development of JD Logistics.

Third, from the perspective of comprehensive ecological chain optimization, the addition of Debon's shares can effectively improve the shortcomings of Jingdong Logistics in the heavy goods transportation ecosystem, thereby helping JD logistics to make up for its own "dry and dry matching "Integrated" strong joint ecosystem. Today, the union between JD Logistics and Debon will undoubtedly effectively enhance the market competitiveness of JD.com and Debon, and use a complete ecosystem to seize sufficient first -mover advantages in the increasingly fierce market competition.

Therefore, the acquisition of JD Logistics is the most appropriate choice. The cooperation between the two will undoubtedly bring a new situation for the entire logistics and express industry.

Secondly, where will Debon's future go? After JD Logistics acquired Debon in an all -round way, many people are asking where the next step of Debon is. By analyzing the logic of JD logistics in the years and the characteristics of Debon's own. The city is because: First, the introduction of JD logistics this time will be an unprecedented benefit. In terms of business, Debon's introduction of JD Logistics can effectively enhance its business advantages and complement his business shortcomings. The original Debon Co., Ltd. had obvious advantages in the B -end market. Blessing, the advantages of the entire market will be further increased, which is likely to stimulate its business to reach another step.

Second, Debon will have better development and optimization under the blessing of JD.com. Jingdong Logistics is not only a familiar logistics supply chain company, but also a market participant with strong technical advantages. In recent years, Jingdong Logistics has developed in the field of "chain network integration". Land empowers the technical advantage to its own industrial participants. Debon is now part of JD Logistics. Many technical shortcomings will be supplemented by the technical advantages of JD Logistics. User experience, so that Debon achieved better development space.

Third, the acquisition logic of JD Logistics is a very clear goodwill acquisition. From the perspective of the acquisition of the capital market, the logic of Jingdong Logistics is very clear. As long as JD Logistics wants to keep its own system, especially the capital market layout, ensure the independence of the Debon Co., Ltd. Under the case of unchanging, moving closer to Jingdong is undoubtedly the most effective choice. Therefore, the purpose of JD Logistics acquisitions will not be as if Adi's acquisition of sharp steps and Baoneng's acquisition of South Boli A to completely embrace the enterprise. The orderly operation of Debon should be able to maintain it in a short time.

The fourth is to retain Debon's capital market layout for JD Logistics. From the perspective of the layout of the capital market, listing is the core practice of enterprises to obtain effective financing channels and market propaganda channels. For the current JD Logistics, it has achieved the listing of Hong Kong stocks. If the A -share listing of Debon shares, it will undoubtedly form an effective market layout of the "A+H" Gemini Star with Jingdong Logistics. This is actually far more beneficial than the listing of a single market. From the perspective of advantages and capital market financing channels, retaining Debon is actually a more favorable choice for Jingdong Logistics.

Therefore, from the perspective of the entire market, Debon's future development is worth looking forward to. Maintaining the status of A shares is the best development direction in the industry in the industry. From the perspective of development, shareholders are also shareholders. It should be more agreed that Debon still maintains the choice of listing.

However, for the entire express logistics industry, the strong combination of JD logistics and Debon will undoubtedly further improve the efficiency of resource allocation in the express logistics market. The development of the market will enter a new stage. The future market is undoubtedly more worthy of us to go. Looking forward to it.

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