The State Post Bureau 1 night issued a consumption reminder in official website overnight. Due to the closure of the data interface between Cainiao.com and SF Express, a small amount of express mail information cannot be queried smoothly, and the delivery business of fresh agricultural products such as cherries, lychees, bayberry and mangoes will be affected to some extent.
The State Post Bureau said that it would communicate with the top officials of both sides in time, seek the greatest common denominator to solve the problem, earnestly safeguard the market order and the legitimate rights and interests of consumers, and must not cause serious social impact and negative effects due to disputes between enterprises. All localities should actively coordinate the transportation capacity of express delivery enterprises and strive to keep the transportation channels of fresh agricultural products unblocked.
The rookie responded on 1. It was originally a problem with the information coordination of the intelligent express cabinet, but it was instantly upgraded by SF Express, and all logistics information returned by SF Express to Taobao platform was stopped. Niu Zhijing, director of Cainiao Network Brand and Public Communication Department, said that Cainiao and HIVE BOX had not reached an agreement on data security cooperation before. Honeycomb Box and SF are two independent companies. The rookie signed contracts with HIVE BOX and SF respectively, but the contract with SF has not expired. SF then moved out of the dispute between "Tencent Cloud" and "Alibaba Cloud", which is a confusing concept.
SF said that on May 27th, the rookie was the first to notify, and on May 3rd1day, the information interface of the express cabinet was stopped. As an independent third party, Honeycomb Box cannot and will not synchronize the data of other non-Taobao e-commerce logistics platforms to the rookie, because it has nothing to do with information security upgrade.
On June 2, SF told reporters that from now on, it will no longer respond to external comments, concentrate on serving customers, earnestly maintain market order, and fully serve 50 million users of beehive boxes to ensure smooth delivery channels.
Behind the closure of the data interface is essentially the competition between SF and rookie for the right to speak logistics big data. According to industry insiders, the rookie of the Internet logistics enterprise from Ali Department and SF Express, a high-quality logistics supplier, are both leading enterprises in China, and there are winners and losers in cooperation.
For example, 70% of the business of the Honeycomb Box comes from the express delivery enterprise of the rookie alliance, and SF cannot completely separate the cooperation with Ali enterprises; SF United Tongda is a beehive set up by a courier company, and SF is its largest shareholder, with 35,000 smart courier cabinets in China. SF has 37 all-cargo planes, 1.5 million vehicles and 370,000 couriers, which has an absolute advantage in cold chain distribution of fresh agricultural products and high-end distribution of e-commerce. Rookies need companies like SF to provide service support.
Some experts said that SF's protection of logistics information is a bit "excessive". In the field of Internet commerce, enterprises still lack a reasonable positioning to grasp the scale of "attack" and "defense".
According to the industry, after quarreling with the rookie, SF joined the Jingdong logistics platform. Since the end of last year, JD.COM. The logistics subsidiary of COM has been transformed into a "rookie version" logistics information platform, which is open to express delivery companies.
Daqing Yang, a special researcher of China Logistics Society, said that all logistics information platforms will get big data from merchants. If SF is quarreling with the rookie today, it will face the same problem in the future. "To what extent the data between enterprises and platforms should be open, we need to negotiate with each other. The opening of logistics information data should be layered, phased and gradually docked. It is impossible for all companies to be willing to open immediately. " Daqing Yang said.
Yang Daqing analyzed that SF has its own road and air freight system, and its own logistics information can form a closed loop. The rookie wants to express the whole of big data, not a single enterprise. The two companies have intersection and independence, so they need to respect independence and achieve synergy. In the business collaboration under the Internet environment, the core competitiveness of enterprises is the ability to control data and optimize the supply chain. Rookie and SF did not establish a communication mechanism, so they simply and rudely closed down, and the rookie lost a quality service provider; For SF, Tmall's e-commerce platform may have been lost.
"The undeniable fact is that 70% to 80% of the business of the Honeycomb Box comes from the rookie alliance, and it also uses the data of Taobao to make a profit. SF needs to protect itself, but don't isolate yourself. " Yang Daqing said that the intelligent express cabinet solves the last mile of urban distribution, which is the most critical link to improve the consumer service experience. Merchants need to know the node information of logistics process in order to optimize the logistics service of the whole link.
Zhao Guojun, a professor at the Postal Development Research Center of Beijing University of Posts and Telecommunications, said that closing the data interface is an extreme solution for both parties. The data is unreasonable. At present, the biggest impact on the industry is the poor distribution of fresh agricultural products. Make > & gt
Question 2: What are the functions of SF Express and Rookie Network? As Liu said, SF Express is a down-to-earth courier, and the rookie is a platform showstopper! ! !
Question 3: What does SF think of rookie logistics? Rookie logistics plan. Major cities in China, 1 day.
For example, * * * will go to Shenzhen, place an order this morning and deliver it to the customer tomorrow morning.
However, this is just a plan.
At least 654.38+00 billion will be invested.
It will take more than five years to realize.
Faster than SF. . .
Question 4: What is the reason for the SF rookie dispute? "There are no eternal enemies and no eternal friends." This sentence is perfect for shopping malls. In the early morning of June 1, Cainiao posted that SF Express suddenly announced that it had closed its data interface with Cainiao and had stopped sending back logistics information to all packages on Taobao platform. Cainiao. com issued a statement in the official Weibo, and expect the unexpected is in urgent communication with SF Express.
But then SF said that the data interface was blocked by the rookie. SF Express suddenly announced yesterday that it would close the data interface of Cainiao, Ali's logistics platform, and stop sending back logistics information to all packages on Taobao platform. That is, for example, users who buy goods on Taobao and continue to use SF will no longer find relevant logistics information on Taobao.
The data port between SF Express and Cainiao.com is suspended. It is reported that the reason why the rookie blocked SF is that Ali always hoped SF would switch from Tencent Cloud to Alibaba Cloud. If it is for this reason that Ali stopped SF, how can we trust Ali after that?
HC's domain name is in Ali, April 2065438 +0 1. On the afternoon of April 2 1, the domain name of HC was suddenly unable to be resolved, which made HC inaccessible for four hours. Later, HC communicated with its domain name service provider, China Wang Wan, and learned that foreign customers complained about infringing products on HC's Internet as early as a month ago, but Wang Wan, China never contacted HC, and then contacted HC directly. The closure is reasonable. Internet monopoly is terrible.
Question 5: Why don't most people understand what SF and rookie are fighting for? They just don't want to give all the information to the rookie. I feel that the rookie has risen in recent years and I didn't know it before. ...
Question 6: What are they fighting for in the contest of SF's rookie? Although both sides are saying that they are clearing themselves up for reasons such as data security or customer interests, to find out what SF and Cainiao are fighting for, we must first understand the course of this matter: at 6 pm on May 3 1 day, we received a notice of suspension of SF data interface. From the early morning of June/KLOC-0 to noon, SF successively closed the data information return of the self-reporting cabinet and the logistics information return of the entire Taobao platform. SF responded that the interface information of HIVE BOX, the company's express cabinet system, went offline at 0: 00 on June 1 day, which was a directional ban. The reason behind this is that Ali has always wanted SF Express to transfer from Tencent Cloud to Alibaba Cloud. Liu Dali supports SF Express and grasps its core competitiveness. So what is the core competitiveness here? It can be known from Liu Kou that SF's core competitiveness is the independent processing ability of big data and the initiative to master core customer information. Once SF is connected to Alibaba Cloud, its advantages will gradually be embezzled by its competitors. For SF, it is a commercial interest, but for the majority of SF users, SF is a customer information privacy security issue. For an enterprise, customer privacy is as important as life. Nowadays, many enterprises are taking measures aimed at customer privacy, such as tourism industry and intermediary industry. In terms of private call security, Yunzhixun private call protection can guarantee call security in all directions and protect customer information at the security level. For an enterprise, while improving its own business, it is also to establish a responsible and professional image. Therefore, SF must not harm the interests of customers in this respect.
Question 7: Did the rookie and SF break up? Yes, the rookie SF battle the other day.
The long-standing gap between SF Express and Ali's rookie network has suddenly intensified in the near future.
According to the statement issued by Cainiao, on the evening of May 3 1, Cainiao received a notice from SF Express that the data interface of beehive was suspended, and then SF Express closed the data interface of beehive self-reporting cabinet to Cainiao in turn, and sent back the logistics information of the whole package on Taobao platform. On June 1 day, Alibaba issued an announcement, suggesting that merchants suspend the use of SF Express.
However, the statement issued by SF Express is the opposite: in May, the rookie stopped the cooperation with the beehive on the grounds of data security, and downloaded the interface information of the beehive from 0: 00 on June 1 day, and the post-Ali platform also excluded SF Express from the logistics option.
The argument about right and wrong is secondary. This dispute once again reflects that the logistics express companies that have risen in the wave of urbanization and e-commerce in China are likely to complete the integration in the merged and merged do or die after the arrival of the "data age" and the backdoor listing.
SF Express, which has expanded to upstream e-commerce and supply chain finance, has officially kicked off the logistics industry revolution in the face of Ali+Tong Yuan, which has occupied the synergy advantages of data and industry.
Question 8: Have SF and the rookie "reconciled"? On the evening of June 2, the State Post Bureau convened the senior management of Cainiao Network and SF Express in Beijing to coordinate the issue of closing the data interface between the two parties. The two sides indicated that they would proceed from the perspective of stressing politics and taking the overall situation into consideration, and agreed to fully resume business cooperation and data transmission from June 3 12.
The rookie SF dispute that lasted for several days was resolved yesterday. Under the coordination of the State Post Bureau, both parties agreed to fully resume business cooperation and data transmission.
The State Post Bureau promotes the resumption of cooperation between the two sides.
Yesterday morning, the official website, State Post Bureau, published an article entitled "The State Post Bureau coordinated to solve the problem of rookie SF data interoperability". The article said that on the evening of June 2, the State Post Bureau called rookie network and SF executives to Beijing to coordinate and close the data interface between the two parties. The two sides indicated that they would actively seek the greatest common denominator to solve problems and safeguard market order and consumers' legitimate rights and interests from the perspective of politics and the overall situation, and agreed to fully resume business cooperation and data transmission from June 3 12.
The State Post Bureau emphasizes that the good development of telephone operators and express delivery industry in recent years is hard-won and should be cherished. It is hoped that upstream and downstream enterprises will work together to promote the sustained and healthy development of the industry and provide better express delivery services for consumers.
This is the second time that the State Post Bureau has issued a statement. 1 That night, the State Post Bureau has indicated that it will "communicate with the senior officials of both sides in time". On the same day, the State Post Bureau said that it attached great importance to this matter, communicated with the high-level officials of both sides in a timely manner, stressed the need to talk about politics, take the overall situation into account, seek the greatest common denominator to solve problems, earnestly safeguard market order and the legitimate rights and interests of consumers, and never cause serious social impact and negative effects due to disputes between enterprises.
Major related companies support SF Express.
However, on the evening of the 2 nd, the contradiction between the two sides was still escalating, and major related companies began to "queue up". JD.COM, Meituan, Netease, Tencent, etc. stood on SF's side and said that they cooperated with SF to upgrade. At the same time, Suning, Guo Yi Fresh, YTO Express and Quanfeng Express stood on the rookie side and expressed their willingness to join hands with the rookie. In fact, SF's business is mainly for businesses, not the main logistics provider of Taobao orders. On platforms such as Taobao and Tmall, SF mainly undertakes timely and high-value orders such as fresh food and 3C.
JD.COM, Netease YEATION, Netease Koala, Meituan Takeaway, Tencent Cloud, etc. can be said to be the competitors of Ali's main products. JD.COM, Netease YEATION, Netease Koala, etc. of the e-commerce department form a competitive relationship with Ali, the e-commerce platform; The main competitor of Meituan takeaway is hungry, and the gold owner behind it is Alibaba, and Meituan and Ali indirectly form competition; Tencent Cloud is currently the cloud service provider of SF Express. SF once said that "the reason why the rookie blocked SF is that Ali always wanted SF to switch from Tencent Cloud to Alibaba Cloud", and Alibaba Cloud is one of Alibaba's main products.
At the same time, the company standing behind the rookie also has Ali's partners. Alibaba is currently the second largest shareholder of Suning, and Suning Shang Yun has also subscribed for 654.38+04 billion yuan of Ali New Hairstyle shares, and the cooperation between the two parties has been very close; One of the major shareholders behind Guo Yi Fresh is Alibaba. At present, the main supplier of Tmall Fresh is Guo Yi Fresh; Tong Yuan Express and Quanfeng Express are the competitors of SF Express and the main logistics providers of Taobao orders.
The market value of SF has evaporated by 2.8 billion yuan.
After the incident, the share price of listed company SF Holdings fell. On Friday, the share price of SF Holdings opened lower 1.8%, and the share price fluctuated. By midday, it had fallen by more than 3% and lost more than 8 billion yuan in market value. It rebounded in the afternoon and finally fell 1.28% or 0.69 yuan to close at 53.29 yuan. At present, SF Holdings lost about 2.8 billion yuan in market value today, with a total market value of 222.9 billion yuan.
Question 9: Why do rookie and SF conflict? Recently, major news broke out in the express delivery industry. Rookie Network and SF accused each other of closing the data interface for themselves. This incident made it impossible for Ali merchants and buyers to track the logistics information on shopping websites. The rookie was forced to go offline in Ali e-commerce, and the merchant could not use SF Express to deliver the goods.
It is not clear who shut down the data interface first, but it can be seen from the statements of Cainiao and SF that the incident was triggered by Cainiao. The rookie said that before the incident, "the rookie upgraded the information security of the whole network logistics data and strengthened the multiple cross-validation of logistics data such as Haitao and express cabinets", requiring SF to submit all logistics data (including non-Taobao orders), and SF "refused to cooperate for various reasons". Although the rookie later denied that he had asked SF to provide non-amoy logistics data, it seemed inconsistent with the "multiple cross-validation" previously claimed by the rookie.
Why do rookies have conflicts with Shunfeng? Let's start with the origin of rookie. After 2003, e-commerce in China exploded, and express delivery as an infrastructure developed rapidly. However, the service quality of express delivery industry is not high, which affects the development of e-commerce.
At that time, Ali had to consider how to improve the service level of express delivery. There are two paths: first, JD.COM and SF mode, self-built logistics, full direct sales, so as to ensure the quality and efficiency of express delivery; Second, improve the service quality and efficiency of existing express delivery enterprises. The rookie chose the latter.
Where are the shortcomings of existing express delivery companies? From the perspective of business chain, brand influence is poor. Except SF Express, upstream orders depend on e-commerce, and the last mile of downstream distribution depends on franchisees except trunk lines, so the management and control ability is insufficient and the service quality cannot be improved. At the beginning of the rookie's establishment, the efficiency was directly improved by opening the order system of Taobao and express delivery companies, standardizing face orders, routing orders, route planning and self-built warehousing. At this time, the rookie's identity is a service provider, helping the courier company grow, and the rookie naturally loses money.
After opening up e-commerce and express delivery companies, rookie began to set industry standards. Express companies joining the rookie alliance should abide by the standards set by rookie, and rookie should provide daily delivery, night delivery and unpacking inspection services based on JD.COM and other e-commerce logistics leaders. Some standards are aimed at improving service quality, while others are aimed at Ali's own needs, such as requiring express delivery companies to provide extra non-Amoy logistics data and use Alibaba Cloud. These additional requirements that do not improve the efficiency of express delivery can make the rookie have stronger control over the platform, or directly improve the profit rate of Ali enterprises.
The question is whether the courier company has the ability to refuse the excessive demands of the rookie? The relationship between the rookie and the courier company is upstream and downstream. Cainiao not only holds the largest e-commerce orders (e-commerce orders account for 70% of the total revenue of the express delivery industry, and Ali's e-commerce market share exceeds 50%), but also is the largest data processing and transit platform in the industry (the express delivery industry handles 80 million packages every day on 20 16, of which Cainiao Network handles 57 million). The rookie has monopolized the upstream of the express delivery industry, especially the low end. Ordinary courier companies simply can't refuse the rookie's request. SF's business does not rely on Ali, and it is the only express delivery that has the ability to refuse rookie.
For the Internet platform, it is very important to control the upstream and downstream of the industrial chain. Higher control means that the platform can seize more value from upstream and downstream industries. Looking back at the success of Alibaba, Taobao and Tmall, the platform connects upstream stores and downstream consumers. After eliminating competitors such as Yi Bei through the low-cost free mode, the newly established Tmall (formerly Taobao Mall) collects fees from brand merchants for technical service and revenue sharing through through train fees and store decoration fees. Ali's e-commerce has indeed made a number of companies, but most of the shops have little profit and become suppliers who work for Ali. Shunfeng's disobedience has affected the rookie's control of the industrial chain and formed a demonstration effect. It is easy for other companies to follow suit and naturally it will be beaten.
From this, we can predict the future of express delivery companies in the rookie alliance. With the rookie building regional warehouses on a large scale, attracting merchants to store their inventory in these warehouses, even if the market share of Ali e-commerce is reduced, the rookie will firmly control the orders of low-end e-commerce, and most express delivery companies will become more and more dependent on the rookie. In terms of data processing and transit, the courier company can't compete with the rookie and will eventually become the distribution center of the rookie. Lin Wan, president of Cainiao Network, said that "the more successful the courier company is, the more successful the rookie is", which is inaccurate. In the rookie alliance, the success of the courier company will depend on the "love" of the rookie, which is probably not the desired ending.
......& gt& gt
Question 10: What's behind the rookie SF dispute? If not, close the data interface. The dispute between rookie and SF shocked the industry and hurt innocent consumers and businesses.
Behind the closure of the data interface is essentially the competition between SF and rookie for the right to speak logistics big data. According to industry insiders, the rookie of the Internet logistics enterprise from Ali Department and SF Express, a high-quality logistics supplier, are both leading enterprises in China, and there are winners and losers in cooperation. For example, 70% of the business of the Honeycomb Box comes from the express delivery enterprise of the rookie alliance, and SF cannot completely separate the cooperation with Ali enterprises; SF United Tongda is a beehive set up by a courier company, and SF is its largest shareholder, with 35,000 smart courier cabinets in China. SF has 37 all-cargo planes, 1.5 million vehicles and 370,000 couriers, which has an absolute advantage in cold chain distribution of fresh agricultural products and high-end distribution of e-commerce. Rookie needs service support from companies like SF.
Daqing Yang, a special researcher of China Logistics Society, said that all logistics information platforms will get big data from merchants. If SF is quarreling with the rookie today, it will face the same problem in the future. "To what extent the data between enterprises and platforms should be open, we need to negotiate with each other. The opening of logistics information data should be layered, phased and gradually docked. It is impossible for all companies to be willing to open immediately. "
Yang Daqing analyzed that SF has its own road and air freight system, and its own logistics information can form a closed loop. The rookie wants to express the whole of big data, not a single enterprise. The two companies have intersection and independence, so they need to respect independence and achieve synergy. In the business collaboration under the Internet environment, the core competitiveness of enterprises is the ability to control data and optimize the supply chain. Rookie and SF did not establish a communication mechanism, so they simply and rudely closed down, and the rookie lost a quality service provider; For SF, Tmall's e-commerce platform may have been lost.
"The undeniable fact is that 70% to 80% of the business of the Honeycomb Box comes from the rookie alliance, and it also uses the data of Taobao to make a profit. SF needs to protect itself, but don't isolate yourself. " Yang Daqing said that the intelligent express cabinet solves the last mile of urban distribution, which is the most critical link to improve the consumer service experience. Merchants need to know the node information of logistics process in order to optimize the logistics service of the whole link.
Zhao Guojun, a professor at the Postal Development Research Center of Beijing University of Posts and Telecommunications, said that closing the data interface is an extreme solution for both parties. The data is unreasonable. At present, the biggest impact on the industry is the poor distribution of fresh agricultural products. As a leading enterprise in the industry, we should consider the problem from the overall situation of national economic development. Only when the industrial chain is smooth can enterprises win.
"If, as the rookie said, SF has fought back, where will the two sides lead in this matter, or will they go their separate ways from now on? This is not the result that everyone wants. " Zhao Guojun said that the requirements of the rookie platform for big data should be reasonable from a legal point of view. An industrial chain monopoly, hitting upstream and downstream enterprises, can not form a * * * win-win situation.
Zhao Guojun said that rookies should reflect on their requirements for the opening of enterprise big data, and where is the real starting point. Information serves the industrial chain, and the purpose of information opening is to make cooperation smoother, rather than a reservoir and low-lying land dominated by enterprises, which can only enter but not exit.