At the same time that Vanke Eslite, Jingdong Mall and other large online merchants have built their own logistics, logistics companies have quietly begun to expand in reverse, aiming at the site of online merchants. On January 17th, it was reported that SF Express, a leading domestic express delivery brand, had already obtained the "Payment Service Permit" and is currently deploying payment services. From the industry's point of view, getting a payment license is only the beginning of SF Express's accelerated network access.

First payment permission

SF Express, which has just set foot in the convenience store business, once again crosses the border.

According to an insider, SF Express has obtained the "Payment Business License" issued by the People's Bank of China. At present, the payment tool it has constructed as "SF Express" has started to operate internally. Some Internet people even speculate that if SF Express integrates payment, convenience stores, express delivery and e-commerce in the future, it will form an unprecedented e-commerce experience.

However, this news has not been officially confirmed. SF Express Beijing Division also said on January 17 that it was unaware of the matter.

Many parties understand that this news is not groundless. Among the enterprises that obtained the "Payment Business License" on December 31, 2011, the business site of "Shenzhen Taihai Network Technology Service Co., Ltd." is the same as that of "Shenzhen SF Aviation Freight Forwarding Co., Ltd.", and the approved business type is "Internet payment". At the same time, the company's controlling party "Shenzhen Taihai Investment Co., Ltd." 99% of the equity belongs to SF Express Chairman Wang Wei.

Intend to make money online

From the industry's point of view, SF Express has obtained a third-party payment license, in fact, is to "preparing for a rainy day" for accelerating the Internet and making money later. According to an insider, SF Express's layout of e-commerce related fields "exceeds everyone's imagination".

A person in charge in the industry also believes that SF Express intends to first transfer the payment of traditional commercial customers to "SF Express" instead of directly intervening from the e-commerce platform. This is because the logistics industry also involves a lot of payment problems, and most of the existing customers of SF Express are physical business users, and the proportion of online users is not large. In its view, SF Express will first integrate this part of its business into its own third-party payment. When the integration of physical business resources is basically completed, SF Express will make great efforts to intervene in the e-commerce business and build it into the default payment tool of its own e-commerce platform to drive its own logistics business and form a linkage to achieve a breakthrough in operation. .

In the view of many business experts, the extension of logistics enterprises to upstream retail can not only broaden the scope of business, but also promote the upgrading of enterprise services. At present, logistics has always been a relatively weak link in the e-commerce channel chain. Express delivery and warehouse explosions, logistics companies engulfing premiums, signing of goods, and difficulty in returning goods have always been criticized by consumers. The integration and penetration of logistics and e-commerce platforms will effectively solve these problems.

Or meet the "cross-border" threshold

At present, including SF Express, many domestic mainstream logistics companies have entered the upstream retail market. It is understood that previously, logistics companies such as Yuantong, Shentong, Zhongtong and Yunda have successively established e-commerce platforms. Such as "E-buy home delivery", "Shentong shopping mall", "SF-E business district" and Yuantong "full network" and so on.

However, compared with the main business scale of these logistics companies, the scale of their online malls is mostly smaller.

It is understood that "Full Network" is currently an "interactive technology information platform" and is not engaged in B2C sales; "E-Buy Home Delivery" cooperates with Alipay in terms of payment, and does not support cash on delivery except for NIKE brand goods; The “Jiujiu Ticketing Company” founded by express delivery is now renamed as “Tieyou.com” and specializes in the sale of train tickets. The reporter learned that the website was acquired by Ctrip last year.

The industry believes that although e-commerce and logistics belong to the same industry chain, they are still two completely different formats. A person in charge of a small express delivery company said frankly: "E-commerce not only requires a large number of specialized personnel, but also requires a large amount of capital investment to" burn money ", which is not provided by most private express delivery companies." Previously, the chief consultant of China Express Consulting Network Xu Yong also publicly stated that in addition to talent constraints, these courier giants must also cross the two major obstacles of professionalism and funding.

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