I'm almost a Muggle

"If everyone can think like Mr. Lin, then the world will be peaceful." Wang Kuo flattered himself, but in his heart shed tears of sympathy for his opponents.

Our traditional method of cat factory.

Whenever I want to enter a certain industry, we always have to analyze some industry drawbacks.

Then he made a famous large-scale attack.

There are many disadvantages in the express delivery industry.

Not delivering it to the door is only one aspect, which is mainly contrary to the law: enterprises operating express delivery business shall deliver the express delivery to the agreed recipient address, the recipient or recipient designated by the recipient, and inform the recipient or recipient to accept it in person. The recipient or recipient has the right to accept it in person.

Then there is also the issue of compensation for losses.

When it is clear that it is the responsibility of the express company, the user will not receive the compensation he deserves.

The compensation from the express delivery company is also deducted from the courier.

The express delivery company itself does not bear the operating risks, and at worst it will fire the courier.

According to the news Wang Kuo recently received, Fengchao Express Locker is planning to introduce a charging policy and launch membership services.

Not only will I not deliver it to you.

I also charge your storage fee.

They think their behavior is understandable. When Fengchao Express Cabinet was established in June 2015, SF Express, Zhongtong, Shentong, Yunda and Prolos jointly invested 500 million yuan.

In fiscal year 2015, Fengchao's revenue and net losses were 21.74 million and 236 million respectively.

In June 2016, the five shareholders jointly increased their capital by 500 million.

In January 2017, Fengchao received another 2.5 billion yuan in investment.

As of the end of 2017, Fengchao obtained 5.5 billion yuan through four rounds of equity financing, with a cumulative loss of more than 1 billion yuan.

Simply put, express cabinets are changed by investors' money, and the money "burned" in operations comes from creditors.

It must make money to reflect its own value.

Only then can you continue to obtain financing in the next time.

Therefore, the express cabinet operation platform represented by Fengchao charges a "storage fee" to couriers (Fengchao Dage charges 0.4 yuan per time, Zhongge and Xiaoge charges 0.35 yuan per time) and extends hands to users.

In other words, the express cabinet, which was originally under the banner of "solving the mismatch between courier delivery and recipient collection time", was finally forced to harvest the leeks.

Wang Kuo was not optimistic about them.

It is true that users are leeks, but they are not that easy to bully.

If you harm their interests, they will resist. If you ask me to pay, I might as well stop taking it.

I refuse to accept this express delivery.

I complain to the platform.

I will file a complaint with relevant departments in accordance with the law.

Maybe someone said, why can’t you buy a order after you enjoy the service?

It's only one or two dollars.

And it was the cost incurred by you who did not take away the express delivery in time.

But the user is not stupid either.

This is completely confusing the concept, because everyone knows that this so-called express cabinet service was imposed by the express company.

Why do I pay for the things you have to make?

If you deliver it to me, how could you cause a timeout problem?

"I think Fengchao can be taken down, and there is still a certain demand for express cabinets." After Lin Dong learned that Fengchao's express cabinets alone had invested 5 billion yuan, he suddenly felt that this was also a good money-burning transaction.

This thing can drag down listed companies.

In 2017, SF Express was overwhelmed and transferred its equity in Fengchao to Pengcheng Weirong Enterprise Development Co., Ltd. for a price of 952 million yuan.

Another company that dominates Fengchao is Santai Holdings.

He is mainly a financial electronic products and service provider. In November 2009, he was listed on the Pengcheng SME Board.

They do express delivery to change the company's fatigue and want to take advantage of the opportunity to be a pig in the wind.

Since 2013, Express Easy has become Santai Holdings' "Tianzi No. 1" business.

After pouring its already meager resources into the express cabinet business, revenue not only failed to gain new growth momentum but was unable to recover.

In 2015, revenue growth fell to 13.5%, revenue in 2016 decreased by 27.1% year-on-year, and revenue in the first three quarters of 2017 decreased by 19% year-on-year.

After two consecutive years of losses, Santai Holdings was labeled as *ST. If you don’t “let yourself go”, you will be “doomed”.

When a company loses losses for two consecutive years or has a net asset lower than the face value of the stock, "ST" will be added before the stock name, meaning "special treatment", and the daily rise and fall must not exceed 5%.

Used to warn investors to pay attention to investment risks.

In the third year, the company's operations have not improved and are still in a loss-making state. In addition to "ST", the stock name will also be added "*", which means the risk of delisting.

In 2017, Santai Holdings reluctantly divested its express cabinet business, leaving only 15% of its equity as a "think".

Starting from Q4 2017, Express Yi's performance stopped "consolidating", and Santai Holdings finally got rid of the deadly load one second before the "crash".

Coincidentally, Santai Holdings abandoned Express and SF Express and divested Fengchao almost at the same time.

Is there no future for express cabinet business?

SF Holdings and Santai Holdings have successively divested Fengchao, Express Easy, which fully demonstrates that the express delivery cabinet business has a slim future.

"If you acquire it, you must be prepared for long-term losses." Pei Qianlong reminded him conscientiously.

"It's ecology~" Lin Dong didn't know how to convince everyone.

Even someone who is in the mall and can get an MBA degree without exams can't think of any reason to be optimistic about express cabinets.

A courier can only get one dollar for a courier.

I also have to give the express cabinet three or five cents.

There is no way to squeeze it anymore.

Get the user's idea?

From the user's perspective, the reduction in service will require additional fees, which is inappropriate.

It’s like a restaurant waiter who doesn’t serve food and lets himself go to the kitchen. The customers are no longer satisfied and they have to “please give rewards” and must fight.

If the crowd is really excited, it will be easy to destroy the entire industry.

After all, it is the Internet era.

There is no way to talk about economies of scale. No matter how economies of scale are, you can’t find anyone who charges money.

There is no money left in the express cabinet.

Raw materials and other things are increasing prices.

The property is becoming increasingly difficult.

As for forming an O2O offline comprehensive convenience service platform, there is no progress. At most, it will add some advertisements to pick up the items.

There is really no name for acquiring Fengchao.

At this time, we must move out the Internet industry's big killer - ecology.

When it comes to ecology, Lin Dong is excited.

"The community in the future should have a corner belonging to us, which will become an important link between us and our users."

Pei Qianlong thought to himself that online and offline really need an intersection point.

Shi Shanshan thinks that it is only a few billions. Even if this thing is not profitable, with the cat factory ecosystem, we can still achieve balance between income and expenditure.

Chen Xiaoman doesn't understand this at all.

But she couldn't help but nod when she heard everyone's words, well, I'm the same.

As for the real person in charge of the business, Wang Kuo.

Even if he was reluctant to bear this burden, the veteran's dignity would not allow him to retreat.

At worst, you can display Miaozhao.com's promotional advertisements on the express cabinet.

"Since everyone agrees, it's such a pleasant decision. Apart from express delivery, there are other logistics layouts, don't be afraid of spending money. Victory belongs to us!"