Recently, express companies such as Yunda and YTO have successively released their June 2020 revenue briefings.

According to statistics, in June 2020, the business volume of express service companies nationwide was 7.47 billion, an increase of 36.8%; among them, Yunda's business completed 1.27 billion, an increase of 42.7%, and YTO's business completed 1.174 billion. , A year-on-year increase of 54.56%, significantly higher than the industry average.


Compared with Yunda, YTO¡¯s business volume growth rate has surpassed Yunda¡¯s twice in a row in terms of business volume growth performance, although the business completion volume is still slightly behind. In May of this year, the business volume difference between YTO and Yunda was only 143 million, but the business growth rate was 61.06% and 49.65% respectively.

However, YTO is still slightly less than Yunda in terms of specific market share. According to statistics, in the first half of 2020, YTO¡¯s market share was 14.57%, and Yunda¡¯s share was 16.61%. In 2015, YTO Express ranked first in the industry with a business volume of 3.03 billion pieces, accounting for 14.26% of the market share.

Although, today is different. However, YTO¡¯s current market share has surpassed that at the beginning. It is believed that as the ¡°first private express delivery company¡±, YTO will not be impossible to return to the high-profile moment.


After all, in addition to the growth in the domestic market and the increase in market share, YTO is still making continuous efforts in aviation logistics and international business. In June of this year, YTO settled in Jiaxing and joined the global aviation logistics hub project invested by Zhejiang Jiaxing. At the same time, YTO Airlines, a subsidiary of YTO, became one of the six airlines in the Hong Kong, Macao and Taiwan route operating license issued by China Civil Aviation, which is one of the few airlines. Cargo airline.

In the layout of international business, YTO has not slackened. In May of this year, YTO opened two consecutive international routes, and in June opened a regular cargo route from Shijiazhuang to Manila, the Philippines. Up to now, YTO Aviation has successfully opened more than 30 regular international cargo routes.

Perhaps based on its route layout, YTO has also given an optimistic estimate for its international business. It is expected that the group's revenue and net profit will increase substantially in the first half of 2020, and net profit will increase by 1,000% year-on-year.


In addition, YTO is also strengthening its horsepower in terms of services related to user experience. At present, YTO¡¯s 69 branches in Chongqing have all opened post stations, realizing the full coverage of terminal construction in the branches. According to incomplete statistics, there are nearly 900 Yuantong Mother Posts in Chongqing, and it is also one of the regions with the highest rate of storage in the Yuantong network.

The Mama Post is an overall solution provided by YTO to solve the last-mile delivery problem at the end of the express delivery. Its functions are similar to those of the Cainiao Post. It provides express mail collection, storage services, and delivery services, etc.

This year, YTO will invest hundreds of millions of yuan to speed up terminal construction. It plans to add 20,000 Mama Posts and 5,000 Cainiao Posts. At the same time, it will improve the terminal management information system, and carry out real-time control of the parcels delivered in the warehouse and in the cabinet. The library rate and complaint rate are controlled in a targeted manner.

In short, with the improvement of business level and service quality, YTO, this "first share of express delivery", not to mention that it will definitely return to its bright moment, but it may also create new brilliance.

However, there is also an obvious "Matthew effect" in the express arena. The strong will always be strong, and the weak will become weaker. At present, express companies are beginning to transform from leading competition to oligopoly. The market will be divided again, the market share gap will gradually widen, and the industry concentration will further increase.

Although YTO has been standing upright in the express arena for 20 years, it has also gone through many detours. There are SF Express and other Tongda express companies nearby. If Yuantong wants to realize the return of the king, of course it will not be an easy task, but it is still quite worth looking forward to.


Reprinted from: https://baijiahao.baidu.com/s?id=1672808149500595183&wfr=spider&for=pc