In the new trend of real -time logistics, what are the considerations for enterprises to lay out this 100 billion -level market?

Zhongxin Jingwei, July 6th (Chang Tao) The real -time logistics needs of the same city that were cultivated and verified during the epidemic situation were being caught by more and more companies to become new growth points and trends in the logistics industry.

New contest

Recently, it is reported that Douyin e -commerce has tested the "Speed" service recently. According to the test interface, Douyin e -commerce's "Speed" includes the same city delivery of fresh vegetables. After the user places the order, fresh vegetables can be bought as soon as possible. There is no response for the test message.

It is not difficult to find that this service is similar to fresh e -commerce, but the latter is more time -effective and can be delivered as soon as half an hour. Earlier, during the 618 period of 2022, JD.com released the news that he was considering entering the field of takeaway.

Whether it is Douyin E -commerce "Speed" or "Jingdong Takeaway", they are the same cities in the same city in the same city.

In the past, cross -city logistics, represented by "Four Pass and One Da", provided a relatively cheap and fast logistics experience, and nurtured the online e -commerce ecosystem. At present, instant logistics in the same city is becoming a booster for new consumption habits. It greatly shortens the time and spatial distance between online goods and users, driving fragmented, instantaneous, and high frequency consumption needs. The next stage of the form.

According to incomplete statistics, currently Meituan, Ali, Didi, JD.com, Pinduoduo, SF, and other companies have layout on this track. Among them, Ali, JD, and Meituan have set up a retail system for "Far Farm-Near-A field/the next day-the same city/instant" retail system, and instant logistics in the same city has become a must-have between giants.

Iri Consulting's "2022 China Instant Delivery Industry Report" predicts that by 2026, the order scale of the real-time delivery service industry will be close to 100 billion yuan, reaching 95.78 billion orders, and the compound growth rate in 2021 to 2026 will be 28.0%, and the industry will be The whole is still in the rapid development trend.

Catalytic

Just as the online orders have soared during the epidemic, the fresh e -commerce tracks of the "nine deaths" have attracted attention. The instant logistics heating in the same city has a certain relationship with the epidemic. Since 2020, due to the needs of the epidemic prevention and control, the real -time logistics demand has erupted during the citizen's home.

The data is also explaining this.根据艾瑞用户调研结果显示，当前，为解决日常所需，超90%的用户倾向于在线上消费，与2019年疫情发生前相比，67.1%的用户认为使用配送平台服务频次增加，即配The demand is obvious.

Instant delivery played an important role during the prevention and control of the epidemic. In Shanghai, Beijing and other large cities, on the one hand, instant logistics in the same city guarantees the distribution of living materials. For example, during the prevention and control of the Shanghai epidemic, Meituan expanded more than 4,000 riders to participate in performance distribution. In Beijing, Meituan has also implemented the "internal circulation" distribution model to open the last 100 meters of community living materials delivery.

On the other hand, the distribution of the same city also helped the merchants affected by the epidemic to maintain the business through online. On April 30, Beijing announced that the catering operation unit suspended the food service. There was a takeaway platform to open the "city delivery" service for catering merchants. After the merchants are opened, the online operation scope can be widened to 3 kilometers away, and more orders within the same city can be obtained.

Data show that in the post -epidemic era, online orders and offline delivery have become new consumer features. According to estimates, the order scale of the instant delivery service industry in 2021 was 27.90 billion yuan, which was affected by the recovery of the epidemic. The instant delivery service market recovered, with a year -on -year growth rate of 32.9%.

Zhongxin Jingwei reporters noticed that during the restoration of the epidemic, some platforms also retained the practice of the epidemic prevention and control. For example, Pinduoduo launched the "Shanghai Supply 48 Hours" during the prevention and control of the Shanghai epidemic, and saw this demand from this. After Shanghai fully restored the normal production and life order, Pinduoduo recruited merchants in Beijing, Guangzhou and Shenzhen for 24 hours in the same city in the same city. Delivery and cut into the "same city delivery" field.

People in the industry believe that the current "instant consumption" has gradually begun to start from emergency to daily life, becoming just needs, which is the second growth curve seek by the giants.

Anxin Securities believes that Internet giants are rushing to lay out real -time logistics in the same time, and continuously expand their boundaries, extending from a single catering takeaway to multi -dimensional local life services (including Shang Chao, flowers, cakes, coffee, freshness, clothing, etc.) The reason is that the local living services supported by instant logistics have become an important traffic entrance for Internet giants. The instant delivery network as a performance service for local living services and new retail, and its basic role is prominent.

Future competition

The research report released by Xingye Securities in 2021 believes that nearly 80 % of the real -time delivery demand comes from first -tier and second -tier cities, and the sinking market has great room for development. This means one of the competition points for sinking markets or future real -time logistics.

Intelligence is another competition focus of instant logistics in the same city. Large -scale intelligence can not only reduce labor costs, but also meet the timeliness of delivery, and will inevitably become the focus of the future investment of track players. In fact, in the prevention and control of the epidemic, intelligent products such as drones and automatic delivery have been applied. For example, during the prevention and control of the Shanghai epidemic, Meituan automatic delivery vehicles exceeded 150 kilograms at one time, which can be sent about 10 households at a time. Through no contact, it relieves the difficulty of distribution in the last mile of the Shanghai community.

In addition, the scene should be another key point of the competition in the future.

At present, the delivery of the same city has achieved the integration of traditional local retail industries such as instant logistics and catering, food, and commercial superposition from the city. Takeaway), fresh e -commerce (such as Ding Dong buying vegetables), home (such as JD.com) and other platforms, and even produced a leg running business for individual users to provide instant logistics services. Of course, the cargo Lala in the same city also belongs to the same urban real -time logistics. Regarding the imagination space, an instant distribution company executive told reporters from China New Jingwei that in the future, instant delivery may exist to meet the emotional demands of users, that is, "delivery services", and user needs show a more personalized trend. The added value of the service will be further increased.

However, how to standardize such services is somewhat difficult to test the platform's performance capabilities. As a new trend in the logistics industry, the competition in the same city has become increasingly fierce. The continuous emerging models and technological innovations will continue to play a leading role in the industry. (For more report clues, please contact the author of this article: [email protected]) (Zhongxin Jingwei APP)

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Editor in charge: Li Zhongyuan

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