JD and Alibaba have made new progress in dismantling the wall.
According to insiders from JD Logistics, after JD Logistics fully integrates into the Taobao and Tmall platforms, Cainiao will also officially integrate into JD's third-party platform. Third party merchants who join the JD platform can choose Cainiao Express and Cainiao Large Item Services. Currently, the two sides have basically completed the docking, and the cooperation between the two sides has provided new service options for third-party merchants on the JD platform.
It is reported that after Cainiao's integration, JD users can use Cainiao Express's services such as home delivery, half day delivery, next day delivery, and 2-hour doorstep pickup in the future. It is expected that starting from November, with the deep integration of Cainiao's supply chain, JD users can also use Cainiao's high-quality services such as precise booking, integrated delivery, and pick-up and delivery of large items such as home appliances. Cainiao Global Express and Global Supply Chain will also be integrated into the JD platform.
The so-called third-party platform, in layman's terms, refers to JD's non self operated business, which allows merchants to open stores on the JD platform and choose logistics service providers independently.
In the view of Zhuang Shuai, founder of Bailian Consulting, JD's integration with Cainiao can reduce its business operating costs; For rookies, there are more new users and new increments.
In fact, as early as October 16th, JD Logistics announced on its official WeChat account that it had reached a cooperation agreement with Taotian Group. JD Logistics will fully integrate into the Taobao Tmall platform, and platform merchants will be able to choose JD Logistics as their service provider.
On the 15th, the Taobao Open Platform also released a "JD Logistics Online Announcement", marking the official start of cooperation between JD Logistics and Taobao Tmall platform.
The latest news shows that the docking system between the two parties has been basically completed. Many Taobao and Tmall merchants have chosen JD Logistics as their service provider, and consumers can also check JD Logistics' trajectory in the APP.
However, the dismantling actions of Alibaba and JD.com have also affected the landscape of the express logistics industry. Especially for third-party independent logistics service providers represented by SF Express. For a long time, SF Express has been the top choice for Taobao merchants in the delivery of goods that require high timeliness and quality. But after JD Logistics joins the Taobao system, this advantage of SF Express may face challenges.
The integration of logistics between the two platforms is definitely a good thing for us, "Cai Hua, the person in charge of Suzhou Fengyun hairy crab Co., Ltd., told the Science and Technology Innovation Board Daily reporter. As the main fresh e-commerce platform, there is a specific demand for logistics timeliness.
Because the shipping cost on JD.com is slightly lower than that of SF Express, in the case of hairy crabs, with good timeliness and service, JD.com logistics has been used on Taobao this year, "said Cai Hua.
The ultimate service capability is the key to victory or defeat. From the perspective of interconnectivity, the stickiness and stability of services are particularly important, "said Zhao Xiaomin, a courier logistics expert and CEO of Guanshuo Capital, in an interview with the Science and Technology Innovation Board Daily. With the completion of the integration of e-commerce platforms, JD.com and Tmall have achieved comprehensive integration, and may lead more platforms towards interconnectivity in the future. In this context, increasing logistics options has become a new benefit for users, and the integration of logistics systems between both parties has benefited users. At the same time, home delivery services are highly valued, and for express delivery companies that do not provide this service, end of pipe mechanism reform is urgently needed.
In his view, with the improvement of services, the relationship between express delivery prices and service quality has also received much attention. From the perspective of industry development, enterprises with strong resource control and service capabilities will be more competitive, the strong will always be strong, differentiation will intensify, resources will be concentrated at the top, and industry mergers and acquisitions will be accelerated. In the future, express delivery companies need to continuously improve their own strength to adapt to industry changes.