Cainiao teamed up with Ali Health Inn

Author Jin Yibian

"Choose one from two" and return to the Jianghu?

The rookie station recently issued the "Reminder for Precautions for Returning to Work during the Spring Festival", clearly pointing out that it is a breach of contract for the station to use a third-party receiving system to store goods. Once found, the rookie has the right to terminate the cooperation with the post office, and the account associated with the same cooperative entity may not be stationed in the rookie post office again within one year.

This reminder divides the cooperation and selection scope of rookie station into rookie and other two parts.

Some insiders pointed out that the rookie once again offered a "two-choice one" killing trick, aiming at the new express delivery business of the grocery store. On the black cat complaint platform, some users complained that the rookie station refused to accept more food orders, which greatly reduced the user experience and even caused problems such as lost goods and lost express delivery.

You know, just last April, Alibaba Group, behind the rookie, was given an administrative penalty by the General Administration of Market Supervision for implementing a "two-choice-one" monopoly in the online retail platform service market, ordered to stop illegal activities, and fined more than 65.438+08 billion.

After several months of investigation and evidence collection, the General Administration of Market Supervision said that since 20 15, Ali has abused its dominant market position and put forward a "two-choice" requirement for merchants in the platform.

If this rookie's action is also recognized as "one of two choices", it may be a bad move in the anti-monopoly wave.

head for the finish

Rookie and Duoduo buy food to grab the last mile.

On February 15, it was reported that the Pinduoduo community group Buy More Vegetables carried out express delivery service, that is, it provided the "Buy More Vegetables" collection service system for sites with express delivery business qualifications.

The so-called "third-party receiving system".

It is understood that compared with the rookie system, this multi-system for buying vegetables does not intercept the pick-up code, does not charge a commission to the pick-up point, and has no terminal brand. All information is returned to the courier company.

At present, neither the collection point nor the courier company has the right to know the pick-up code. The development, retention and inquiry of the delivery code must be authorized by the server in the background of the platform, and the biggest logistics platform is obviously a rookie.

By fetching code, the platform can do many things, such as intercepting the information of fetching code and forcing consumers to use a specific APP to return information, thus obtaining traffic. From the courier cabinet to the takeaway cabinet, every time the user opens the APP, the effective clicks flock to the platform, and the platform can rely on these huge flows to realize it.

From the patch advertisement after opening the APP to the pop-up advertisement after scanning the code, you can master the money by mastering the traffic portal.

In addition, the pick-up code is also related to the management of collection points by some platforms. For example, the rookie should draw a certain percentage of commission from the courier collection point, that is, draw commission according to the number of "pick-up codes" every day. Once the collection point undertakes the business of other "third-party receiving systems", it will have a direct impact on the commission income of rookie.

The last detail of the express delivery industry hides endless wealth, which is why the giants need to compete for such a seemingly insignificant small business.

History will repeat itself.

Regarding the pick-up code, the rookie has already played with SF.

SF Group subsequently issued a response to the suspension of the rookie call logistics data interface, saying that the rookie unilaterally cut off the information interface of the beehive for his own commercial interests and asked the beehive to provide irrelevant customer privacy data. This kind of information belongs to customers, and Honeycomb rejected this unreasonable request on the principle of "customer first".

According to SF Express, during the contract renewal from March to April in 20 17, the rookie requested that all the information in the express cabinet be wrapped by the rookie, and the pick-up code information was unconditionally given to the rookie. The hive box needs to return all package information to the rookie (including non-Taobao orders).

To put it simply, the rookie wants SF to unconditionally give out all the traffic generated by consumers.

War broke out. In the early morning of June 1, SF closed the logistics data interface to the rookie network, and merchants on Taobao and Tmall could not view the logistics information. The rookie canceled SF's option as a logistics provider on Taobao and Tmall platforms to show his counterattack.

Interestingly, in this war, the logistics industry and e-commerce platforms are clearly divided: express delivery companies such as "Three Links and One Reach" have voiced their support for the rookie network, while e-commerce and O2O platforms such as Netease YEATION, JD.COM and Meituan have publicly supported SF Express.

Today, history repeats itself, and the two warring parties become Pinduoduo and rookie, but the core of the struggle is still the huge traffic pool brought by the pickup code.

This cake can only be touched by novices?

debate

Strictly speaking, the "express delivery business" that buys more food is still in its infancy. No venue, no self-built logistics system. If it dies, it will be the most terminal system, but it is very difficult.

Of course, whether a rookie constitutes a "two-choice" is still a question that needs to be discussed. Some media quoted Zhao Xiaomin, deputy director of the Special Commission of Postal Express of Shanghai Communications Commission and an expert in express logistics, as saying that Cainiao Post Station was the first company to obtain the terminal express license issued by the State Post Bureau, and its site was put on record in various postal administrations. Its standardized management of its sites is a normal enterprise behavior and should be protected by laws and regulations.

"It's like a chain restaurant forbidding its stores to directly use competitors' systems or door curtains. It is not appropriate to be defined as one of two choices. The terminal field of express delivery has broad prospects and large market space. Look forward to the healthy and orderly development of all participants. "

But there are also different voices.

According to "beijing business today Today", a boss of Henan Cainiao Station revealed that more staff who bought vegetables came to the store for publicity, logged into the shopkeeper system of Cainiao Station and were pushed to the video learning interface, asking them to log in after reading it. The video mentioned that if you buy more food in the station, you will be permanently retired after being discovered, and the station owner is not allowed to join the rookie station again.

Source: China Information Online

In Nanchang, Jiangxi, 43-year-old Li (pseudonym) originally ran a tobacco and alcohol supermarket and joined the rookie station two years ago. "The commission for rookie delivery varies from 0.6- 1.2 yuan/order, and the commission ratio has been increasing in the past two years." According to Li, after joining the rookie station, the rookie is not allowed to undertake business scenarios outside the Amoy Department, and the station operators are not allowed to independently disclose other cooperative brand logos. There is no provision in this joining agreement.

Recently, Li also received an ultimatum from the rookie about the system of buying more vegetables, asking for a reply within three days. If he doesn't reply, he will retire forever. However, it is considered that Li's requirements for rookie are unreasonable. Why can't his supermarket put Mei Yi Jia and Carrefour's freezer at the same time?

The law does not prohibit enterprises from managing their subordinate platforms, but whether the courier stations or business outlets to which operators belong can cooperate with multiple platform enterprises at the same time.

As long as it is not illegal, everything is a legitimate act under the market economy.