A number of express delivery companies have raised their fees in 0.1 yuan since September. Will the price war end？

　　On August 29th, The Paper reporter learned that a few days ago, six express delivery companies, including Zhongtong, Yuantong, Shentong, Baishi, Yunda and Polar Rabbit, issued notices on the intranet one after another, stipulating that the distribution fee of the whole network will be increased from September 1st.

　　The salary of most couriers is linked to the distribution fee, which is the main source of income. This time, the 0.1 yuan is raised for each ticket, that is, the courier earns 10 cents more for each piece.

　　All six courier companies said that the fee adjustment was in response to the "Work Opinions on Doing a Good Job in Protecting the Legal Rights and Interests of Courier Groups" formulated by the seven central ministries and commissions, and further implemented the specific deployment of the State Post Bureau on doing a good job in protecting the rights and interests of couriers, and effectively improved the legitimate rights and interests of couriers. The above-mentioned "Opinions" pointed out that it is necessary to formulate the "Guidelines for the Accounting of Express Terminal Fees" to urge enterprises to maintain a reasonable level of terminal fees.

　　Monthly income rises by at least 500 yuan.

　　At the regular press conference of the State Post Bureau in the third quarter of 2021 in July this year, Jin Jinghua, director of the Market Supervision Department of the State Post Bureau, once said that the formulation of the "Guidelines for the Accounting of Express Terminal Payment" solved the standard problem of single-piece payment, while the formulation of labor quota was to solve the labor intensity problem of courier brother.

　　ZTO Express said that the increased payment fee will be sent directly to the delivery clerk’s palm-connected app, and the payment standard of existing payment salesmen in all Zhongtong outlets in China shall not be lowered.

　　YTO Express said that the increase in the express delivery fee is used to increase the courier’s income, and the franchise outlets are not allowed to intercept it at will.

　　Shentong Express said that outlets will be strictly required to strictly implement the policy and benefit couriers without discount. We will continue to promote the implementation of the courier incentive policy, optimize the courier guarantee mechanism, establish special skills promotion channels, improve the courier’s working environment and other measures to ensure that "the little brother is at ease and the courier is at ease" and effectively improve the sense of acquisition, happiness and security of the courier group.

　　Extreme Rabbit Express said that all the distribution fees are settled and distributed by the franchisees’ outlets, and the headquarters will set up an inspection team and provide channels for internal complaints from the recipients to ensure the implementation of the policy.

　　Yang Daqing, an expert in the logistics industry, told the The Paper that the courier directly benefited from the increase in the distribution fee. At present, the courier’s salary is based on piece-by-piece commission, and the incentive mechanism of the courier company is also "heavy collection and light delivery" (high commission and low delivery cost). In this case, the courier’s delivery performance motivation is insufficient, which also makes some lazy people deliver and "sign for it". In the third-and fourth-tier cities and the central and western regions, couriers send more pieces and less pieces. In addition, the courier’s income can’t come up, which also causes a higher turnover rate of front-line personnel.

　　A little brother from ZTO Express told reporters in The Paper that each courier delivers different areas, and the delivery quantity is different, but it can basically be stabilized at around 30000 pieces a day, and sometimes there will be individual cases of over 2000 pieces or over 500 pieces a day. It is estimated that the overall delivery order will be around 5,000 to 10,000 pieces a month. Raising the 0.1 yuan/ticket distribution fee for the whole network means that your monthly salary will be raised by about 500 to 1000 yuan in the future.

　　In recent years, with the price war of express delivery, it has become a common phenomenon to reduce the terminal payment. A person in charge of Yuantong Zhengzhou Branch told The Paper that the terminal payment fee was adjusted according to market research, and now it is declining year by year, and it has dropped to 98 cents.

　　Yang Daqing said that the increase in distribution fees indirectly benefited franchise outlets and consumers. In recent years, due to the rising cost of manpower and property, the express outlets generally do not increase their income, and some express outlets even have negative profits. The express headquarters company has increased its fees, which can alleviate the operating pressure of express outlets and stabilize the grassroots team. And that delivery fee is increase, which is beneficial to improving the enthusiasm of courier for door-to-door delivery and improving the consumption experience.

　　Is the increase in payouts expected to contain the price war?

　　A related person in charge of Zhongtong told the The Paper that this payment is an internal settlement of the enterprise, and the increase in payment will not affect consumers’ online shopping experience.

　　Will the increase in distribution fees for internal settlement of enterprises have an impact on enterprise performance? Zhao Xiaomin, an expert on express delivery, told the The Paper reporter that "for express delivery companies, the performance will be affected by the transmission mechanism. According to the current situation of joining express delivery companies, with the increase of distribution fees and cost transfer, the product structure and price of the whole network will be adjusted in the future, and the increase of distribution fees will eventually be shared to the end. Next, we need to continue to pay attention to the adjustment of the transfer fee, the most important thing is to pay attention to whether it has the function of reversing the express price. It is expected that the transfer fee may be raised in the future, and there will be a gradual increase in the final terminal price. "

　　Chen Zhaolin, an analyst of Southwest Securities Logistics Industry, told the The Paper that at present, the calculation methods of delivery fees by express delivery companies are different. Among them, Zhongtong and Baishi, the delivery fee income of express delivery is settled to the delivery outlets after the collection outlets, and is not included in the revenue system of listed companies. In Yuantong, Shentong, Yunda and other companies, the distribution income of express delivery is included in the company’s operating income, and the distribution cost is also charged accordingly. But these are only different in financial terms, and there is no substantive difference in business itself.

　　Regarding whether the increase in distribution fees will return the express delivery price to normal, Chen Zhaolin said that this is an opportunity and it depends on further policies. "According to the guidance of the policy, the price of full-caliber express delivery will not drop again, but it remains to be seen whether the price of express delivery can rise. As the express delivery company is jointly undertaken by the headquarters and franchisees, this fee increase will not continue in the future ‘ Price war ’ Under the premise, it is bound to have an impact on the company’s performance. "

　　In terms of industry development, Yang Daqing analyzed that the express delivery industry in China is currently entering a medium and high-speed growth stage, and it is in a window period from price competition to value competition. "Increasing the delivery fee will increase the operating cost. Express delivery companies can only hedge the pressure of rising costs by continuously upgrading their services and strengthening lean management, gain a foothold in the market, and increase the delivery fee to further stabilize the price of express delivery services at this stage. China express market service products need further structural optimization, that is, low-end prices buy low-end services and high-end prices buy high-end services. This price structure is conducive to the sustainable development of express delivery enterprises. "