Just after the Spring Festival of the Year of the Tiger, e-commerce giant Pinduoduo (PDD.US) launched a battle in the "last kilometer of express delivery".
Recently, the Red Star Capital Bureau learned that the news of "buying more vegetables to open a station" has spread in the express delivery industry. A propaganda poster for buying more vegetables is circulating in the circle of the owners of major express delivery stations. On February 10, a Pinduoduo insider confirmed to the Red Star Capital Bureau that Duoduo buys vegetables to do the business of express delivery collection points, similar to Cainiao Station.
Duoduo buying vegetable collection business has been publicized on social platforms such as Douyin, recruiting stations to settle in, and has a unified name: "Duoduo Station", which seems to be intended to benchmark Ali's rookie station.
At the same time, "Duoduo Station" also continues the consistent playing style of buying more vegetables, and uses high subsidies to attract the station to settle in. Red Star Capital Bureau learned in the investigation interview that a necessary condition for applying to join Duoduo Station is to open a group buying site in the Duoduo shopping community.
On February 14, Huang Wei (pseudonym), a salesman in the Henan area of Duoduo Station, told the Red Star Capital Bureau that many small and medium-sized stations have been connected to the Duoduo station system, such as Mama Station and Kuaibao Station. A few days ago, Liu Cheng (pseudonym) of Harbin City reached a cooperation with Duoduo Station, liu Cheng said that it is mainly because of the high subsidies in the early stage of Duoduo Station, and many station owners are still in a wait-and-see state.
However, Red Star Capital Bureau noted that Duoduo Station seems to be facing the problem of filing qualifications. According to upstream news, Duoduo's grocery delivery is suspected of operating without a license, and it has been urgently stopped by postal administrations in many places.
Buy more vegetables and cut into the express station
High subsidies attract occupancy
"Duoduo buy vegetable collection point strong attack, the first batch of settlement, directly enjoy the official four major subsidies", recently, a propaganda poster of duoduoduoduo collection point is circulating in the circle of major express delivery station owners.
Red Star Capital Bureau saw from the poster that Duoduo buying vegetables claimed to have achieved a total contract with express delivery companies such as Zhongtong, Yuantong, Shentong, Yunda, Postal, Jitu, and Bestway, opened up the signing, and launched high subsidies to attract collection points to settle in. This means that the community group buying giant Duoduo buys vegetables and intends to lay out the express delivery terminal business.
Buy more vegetables to collect some promotional posters
The news that "buy more vegetables to open a station" has spread in the express delivery industry. On February 10, a Pinduoduo insider confirmed this to the Red Star Capital Bureau, and Duoduo bought vegetables to do the business of express collection points, similar to Cainiao Station.
In addition to the above-mentioned promotional posters, Red Star Capital Bureau found that the duoduo grocery collection business has been publicized on social platforms such as Douyin, attracting stations to settle in, and has a unified name: "Duoduo Station".
On February 14, a Douyin account named "Xi'an Duoduo Station" posted a video saying: "Duoduo Station is a courier collection and delivery service under Pinduoduo, which is the same operation mode as Cainiao Station." "It seems to be intended to benchmark Ali's rookie station.
At the same time, "Duoduo Station" also continues the consistent playing style of buying more vegetables, and uses high subsidies to attract the station to settle in. A video released by a Duoduo station Douyin account shows that if the express delivery outlet or station chooses to join the Duoduoduo grocery collection point, it can enjoy four major subsidies, including: 3,000 yuan settlement subsidy, up to 500 yuan per day package subsidy, free SMS and intelligent voice notification, and PDA and printer.
Buy more vegetables on behalf of the collection point to give high subsidies
However, the Red Star Capital Bureau noted that the 3,000 yuan settlement subsidy of Duoduo Station is conditional, and the effective number of days of operation of the site is 30 days, 60 days, and 90 days, and then it can get a subsidy of 1,000 yuan for 3 times.
Similarly, the parcel subsidy will also stipulate the amount of the reward according to the number of waybills, and the more the order, the more rewards. However, to get a subsidy of up to 500 yuan, you need to reach 800 orders per day to get it. And stipulates that if the outbound volume is less than 50 orders, it is not counted in the number of days of operation.
Opening more groceries is a must
Many stations operate as a subsidized dual system
Red Star Capital Bureau learned in the investigation interview that a necessary condition for applying to join Duoduo Station is to open a group buying site in the Duoduo shopping community.
"Duoduo Station subsidies are a lot, and it is bound to the group purchase of Duoduoduocai community," Huang Wei (pseudonym), a salesman in Henan of Duoduo Station, told Red Star Capital Bureau on February 14. Huang Wei also mentioned that at present, Duoduo Station is mainly for some "old stations" to apply, for example, the station that previously opened the Duoduoduo community group purchase site. In the area where Huang Wei is responsible, many small and medium-sized stations have been connected to the Duoduo station system, such as Mama Station and Kuaibao Station.
Perhaps in order to seize the resources of the station faster, Huang Wei mentioned that many stations are currently running "dual systems", running both other station systems and multi-station systems.
Duoduo, which has given high subsidies, has "broken" the calm of the express delivery industry. Red Star Capital Bureau noted that under the promotional video of the Douyin platform Duoduo Station, many station owners are consulting how to join, and some station owners have said that they have reached cooperation with Duoduo Station.
A few days ago, Liu Cheng (pseudonym) of Harbin City reached a cooperation with Duoduo Station, where Liu Cheng's company contracted the business of six express delivery companies in a region.
Liu Cheng told the Red Star Capital Bureau that most of the company's express delivery sites have opened a group buying business in the Duoduo buying community, and there is a basis for cooperation with Duoduoduo, and joining Duoduo Station is mainly to focus on the high subsidies in the early stage.
It is worth noting that Liu Cheng's express station also adopts dual system operation, "under the premise that the original system remains unchanged, it is integrated into the duoduo station system." Liu Cheng introduced. This practice can not affect the original system, but also can get subsidies for duoduo station.
The "menacing" Duoduo station made the rookie station smell the crisis. Wang Xing (pseudonym), the owner of a cainiao station in Yantai City, Shandong Province, revealed to the Red Star Capital Bureau that the cainiao station had reminded them in the background of the system that duoduo station did not have a postal administration record.
According to the Beijing Business Daily, a Henan rookie station owner revealed that after the staff of duoduoduo came to the store to publicize recently, the next day he logged on to the rookie station treasurer system, and a video learning interface popped up, and he could log in after watching it. The video content mentions that if duoduo buys vegetables in the station, it will be permanently withdrawn after being discovered, and the owner of the station is not allowed to join the rookie station.
"I think the conditions for Duoduo Station are not yet mature, although there are many subsidies, but after a few months, the subsidies are over?" For Duoduo Station, Wang Xing is still in a wait-and-see state.
Do you want to be a courier station or develop a "regimental leader"?
Qualifications are now being questioned
Also in a wait-and-see state are investors who buy more vegetables.
In response to duoduoduo's business of buying vegetables, on February 10, an investor of Duoduo's grocery shopping told Red Star Capital Bureau that there are still many questions about the business model of Duoduo station: "Is it mainly focused on express delivery collection? Can the cost of the last mile of express delivery be optimized? Or do you want to mobilize the station to be the leader of the grocery shopping team? ”
The Red Star Capital Bureau learned from Huang Wei, a salesman in the Henan region of Duoduo Station, that the opening of Duoduo Station is, first, to increase the income of the head of the group who buys more vegetables, and the other is to open up more channels for Duoduo to buy vegetables.
However, Liu Cheng, who has reached a cooperation with Duoduo Station, told Red Star Capital Bureau: "Pinduoduo's move is to quickly occupy the express terminal and open up express delivery systems such as three links and one reach, Jitu, etc., which means that all express delivery information can be shared, and the purpose is to compete with Cainiao Station for the market." ”
On the community group buying track, Duoduoduo, Meituan Preferred and Orange Heart Preferred once showed a three-legged trend. But now, orange heart preferred shrinking, another track head player Shihui tuan is also facing the risk of falling behind, duoduo buy vegetables and meituan preferred to become the only two players.
However, in the case of increasingly saturated online traffic, Duoduo seems to want to seize more offline resources from express stations with natural community traffic advantages.
In fact, Duoduo has already cut into the express station, and the station has developed into a fresh pick-up point. For Duoduoduo, now equipped with express delivery business, it will be more diversified and will also bring help to its own community group buying business.
Duoduo has long developed the express station into a fresh pick-up point
However, Red Star Capital Bureau noted that Duoduo Station seems to be facing the problem of filing qualifications. An online picture shows that the postal administrations of many places issued a notice in the group of express delivery enterprises, saying that the collection point of Duoduo buying vegetables does not have the qualifications to operate express delivery business, and the "Duoduo grocery purchase system" is not compliant, and all enterprises are invited to operate express delivery business according to law and must not cooperate with enterprises that have not obtained express delivery business licenses.
On February 14, the relevant person in charge of the Sichuan Postal Administration also replied to the Red Star Capital Bureau that it is currently conducting further verification of qualification-related issues with enterprises.
According to Article 17 of the Interim Regulations on Express Delivery, the operation of express delivery business shall obtain a business license for express delivery business in accordance with law. The postal administration department shall, in accordance with the conditions and procedures provided for in Articles 52 and 53 of the Postal Law of the People's Republic of China, approve the business scope and geographical scope of the business license, publish to the public the list of enterprises that have obtained the express delivery business license, and promptly update it.
The Red Star Capital Bureau asked Pinduoduo to verify this matter, and the relevant person in charge of Pinduoduo told the Red Star Capital Bureau that there was no relevant response.
Red Star News reporter Yu Yao Qiang Ya Milling Shen Mengyun
Edited by Yang Cheng
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