Wang Wei once said, "SF is committed to providing integrated logistics services in the future. The goal is not only the traditional express delivery market of 400 billion, but the logistics market of1200 million. "
Obviously, Wei Wang has set its sights on a broader territory-logistics industry chain, e-commerce, fresh food, heavy goods, medicine, international, finance and so on.
One year after SF went public, people's impression of SF has changed from "express delivery" to "integrated logistics service provider", which is quite different from international logistics companies such as FedEx, and terms such as "technology company", "cross-border", "investment" and "new business" have also become synonymous with SF.
Then, how will SF Holdings, which has completed its listing and image transformation, play in the future? What will happen?
Background color of SF
First of all, let's take a look at SF's core competence.
What is the core competence of SF? This is given in the annual report of SF 20 17.
One is technology. It is becoming the most important background color of SF, and even a conventional means to compete for the future.
Wang Wei believes that SF's biggest competitor in the future is technology companies.
In R&D investment, Wei Wang is even more "bloody". In 20 18, SF Holdings will be transformed into a logistics technology group.
Tian Min, CTO of SF Holdings, also said in his speech: "Today, SF needs a stronger brain to coordinate our bodies. So in the past few years, we have introduced senior talents at home and abroad to help us build this more perfect and intelligent SF brain, so that we can undertake more business. "
Another core competitiveness is considered as a unique "aviation logistics network".
Similarly, regarding the layout of the "air logistics network", that is, the "Skynet" officially displayed, Wang Wei's attitude is clear: build it with heavy money and strike first.
This can be seen from SF's spare no effort in capital investment.
SF Holdings delivers "hardware"
As can be seen from the data, SF Holdings, which is preemptive, is a leader in the industry in terms of the number of all cargo planes, the number of routes and the capacity.
In addition to all cargo planes, there are scattered flights and drones, which together constitute the pattern of SF's "three-stage air transport network". All cargo planes are aimed at the civil aviation trunk transportation network, while drones can meet the needs of urban trunk distribution in low-altitude airspace and the last mile distribution in remote areas, which will greatly improve the speed of express delivery.
Of course, Wei Wang's ambition to express "airspace rights" will not stop there. SF not only wants to buy a plane, but also builds an airport.
20 17 12 13. SF signed a cooperation agreement with the Hubei provincial government to jointly build an airport in Ezhou, Hubei Province, and SF holds 46% of the equity of the project. On February 23rd, 20 18, the State Council officially approved the construction of Hubei Ezhou civil airport.
At this point, the pattern of the express delivery industry has changed greatly, and SF Holdings, which has its own airport, has gained competitive chips since then.
Not only that, the final formation of aviation logistics network will also make users willing to pay higher prices for a larger network, which will usually form a winner-take-all and natural monopoly situation.
Of course, compared with the aviation layout of the world's top logistics companies, SF still has many gaps.
Self-evolution
Paul Newens once said: No matter how brilliant an enterprise once was, it will lose its room for growth sooner or later. Faced with this unpleasant reality, the company has to reshape its business regularly. This self-sustaining ability is the ability to jump from the mature stage of the business to the next development stage.
Under the fierce competition in the express delivery industry, SF's self-evolution ability is the key to maintain its leading position in the industry.
According to the latest news from SF Holdings, SF is vigorously launching a new round of cross-border cooperation.
SF Holdings has also made great efforts in the new business layout: accelerating the development of new businesses such as heavy goods, cold transportation, medicine, international, city and warehousing, and realizing the transformation from express delivery company to express logistics integrated service provider.
This ambition can be seen from March, 2008 18, when we established a cold chain logistics company in cooperation with Xia Hui.
We know that SF has occupied a place in the cold chain transportation market, but it still chooses to cooperate with the cold chain leader Xiahui Company, which can be imagined. William. O 'Brien, chairman of SF Express, said that after the cooperation between SF Express and Xia Hui, suppliers, manufacturers, logistics providers, retailers and end consumers of raw materials were all connected.
Not only that, as early as 2017 65438+February 2 1, SF signed a strategic cooperation agreement with Shuanghui Group to jointly provide consumers with a brand-new service experience of fresh transportation and commercial development.
In international business, SF chose to use the network resources of UPS to accelerate the global network layout.
2065438+On May 26th, 2007, SF announced that it had reached a strategic cooperation with UPS, set up an independent joint venture company in Hongkong, fully cooperated with China domestic market and global international market, focused on cross-border trade and expanded the global market.
In terms of warehousing business, SF Express and Prologis signed a letter of intent for strategic cooperation at Prologis headquarters in Lujiazui, Shanghai on September 1 1 2065438. The two sides intend to strengthen partnership and deepen cooperation in the fields of logistics transfer, supply chain warehousing, cold chain, logistics equipment finance, etc., aiming at creating better logistics storage facilities and providing customers with high-quality and fast professional services.
This means that SF has occupied a leading position in the competition with its peers, and SF is more competitive in warehousing, real estate, final 100m, high-end commerce, logistics e-commerce park and other fields.
In terms of heavy goods, SF recently acquired Xinbang Logistics and established a new company-"Shunxin", which filled the gap in the product line of 500 kg and above and realized the full coverage of products in the express delivery market. It is understood that at present, "Shunxin Express" has launched investment promotion in Xiaogan, Hubei.
Game future
In the process of the transformation of China's express delivery enterprises to integrated logistics service providers, there are widespread deficiencies in network, talents and ecology.
Then, as the industry leader, how will SF play the future?
This depends not only on SF's own core competitiveness, but also on the above-mentioned cross-border joint venture.
For example, cooperation with large enterprises such as UPS and ProLogis: First, within the framework of the "Belt and Road", provide interconnected logistics services for all parties; Second, it has opened up a new development path for private express delivery enterprises in China under the global economy; Third, accelerate the completion of the international logistics network in developed markets such as the United States and Europe, help SF's ecological expansion, and build an independent ecosystem; The fourth is to incubate SF's international logistics talents with the help of joint ventures.
The competition in the international express delivery market in the future will be ecological competition. At present, the ecosystem composed of commerce, finance and logistics built by Ali, Amazon and JD.COM is gradually closing. After the ecological closure, it may be an "ecological cage" for some express delivery companies that lack an ecological system.
SF can't be unaware of this powerful relationship. At present, SF has formed a logistics map integrating timeliness and economic express delivery, heavy goods business, medicine cold chain, food cold chain, city distribution and international business. Moreover, SF is building its own independent ecosystem. Under the leadership of Wang Wei, we will wait and see where SF will go in the future and how far it can go.