(Title: Ali Department breaking big logistics continued to press Jingdong SF)

Just after the new year's day in 2017, e-commerce and logistics circles took the lead in raising capital trouble. Recently, Ali holds the convertible bond of Rishun Logistics and formally becomes a stock. With the "boost" of Suning's purchase of Tiantian Express the day before, Ali's all-round distribution of the logistics system seems to be ready to give Jingdong and Shunfeng a kick-off at the beginning of the New Year.

Ali took the opportunity to layout large scale logistics

As early as the end of 2013, Alibaba Group acquired 9.9% of Nippon Logistics for HK$541 million. Today, 1.316 billion Hong Kong dollar debt-to-equity swap is converted into 24.1% of Nippon Logistics. Ali currently holds 34% of Nippon Logistics and has the right to vote. However, sun logistics will continue to be Haier electric holding subsidiary.

RiRiRishun is currently one of the core members of the rookie network. A person from the rookie network said to Nandu reporters yesterday, "The two sides mainly have in-depth cooperation in large-scale logistics. Depending on the large-scale data of rookie and the intensive logistics network of RiRishun, we can make large-scale logistics reservation distribution to more than 2800 districts and counties in the country. Among them, large household appliances have been relatively mature, home decoration materials are also starting to do this.

If the "correction" of convertible bonds is only the logical result of Ali's investment day by day, the recent announcement of Suning's bold investment of 4.25 billion yuan in Tiantian Express is the "boost" of Ali's event.

Su Ning Yun's second largest shareholder is Taobao (China) Software Co., Ltd. Nandu reporters noted that Suning's third quarter earnings in 2016 showed that social logistics revenue, focusing on service providers and novice business, increased by 411.11% year on year. Obviously, with the help of Ali, Suning logistics express business has enjoyed rapid growth. Li Deshun, Director of Brand Department of Suning Holding Group, said to Nandu reporter, "We have now undertaken many transportation and delivery of Tianmao 3C products. After acquiring Tianmao Express, we can foresee that the overall strength of logistics is stronger, the network layout is more perfect and competitive."

Two or three line Express brand "hold thigh"

In addition to Ali, the two equity changes mentioned above are both related to Rishun and Tiantian Express, both of which are actually the second-tier echelons of private express. Some experts said that this mode or become the outlet of more express two or three line brand.



At present, the second tier companies of express companies are mainly brands such as speed, Baishi, yushao, and Feng Feng. Yang Daqing, a special researcher of China Logistics Society, told Nandu reporters that after last year's battle for landing on the beach, the opportunities for second and third-line express delivery are getting smaller and smaller. "Shunfeng and other top five private express companies, through listing, have carried out a slot in time and capital. Second and third-line express brands seek ecological enterprises, such as Tiantian Express, which are sold to Suning in full. This is a good result for entrepreneurs."

Ali has completed the overall layout in the platform, small express delivery and bulk logistics. "Obviously, through the acquisition of express logistics enterprises, Ali tries to compete for more market voice. Jingdong is not without action. Last year, the platform was opened. It is expected that the new round of logistics war based on platform will become more and more intense in 2017." Yang Daqing said.