形势比人强，电商格局即将大变，圆通选择靠拢拼多多

柏铭20182021-01-13

四通一达向来被视为亲近阿里，甚至于早前通达系封杀与拼多多亲近的极兔快递也被怀疑背后可能有其他电商的影子，然而才不到半年时间，近日通达系之一的圆通快递表示拼多多的包裹已占其整体包裹量的比例达到30%，显示出圆通快递正向拼多多快速靠拢。电商市场格局即将大变国内电商市场形成阿里巴巴和京东一大一小的格局已有多年，然而随着拼多多在2015年成立，国内的电商市场却出现了变化，仅仅3年多时间拼多多的用户数就已...

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司马懿24
2021-01-14
司马懿24
两个刷单狂魔到一起了
吠力氪狮
2021-01-14
吠力氪狮
文章太不专业了

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Yuantong has chosen to move closer to Pinduoduo.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PDD":1},"content_text":"四通一达向来被视为亲近阿里，甚至于早前通达系封杀与拼多多亲近的极兔快递也被怀疑背后可能有其他电商的影子，然而才不到半年时间，近日通达系之一的圆通快递表示拼多多的包裹已占其整体包裹量的比例达到30%，显示出圆通快递正向拼多多快速靠拢。电商市场格局即将大变国内电商市场形成阿里巴巴和京东一大一小的格局已有多年，然而随着拼多多在2015年成立，国内的电商市场却出现了变化，仅仅3年多时间拼多多的用户数就已超越了京东成为国内第二大电商（不过在GMV方面拼多多依然落后于京东）。就在业界担忧拼多多能否维持之前的高速增长势头之时，2019年拼多多推出了百亿补贴计划，这推动着拼多多的活跃买家数继续快速增长，迅速缩短与阿里巴巴的差距。2020年三季度的业绩显示，拼多多的活跃买家数达到7.313亿，而阿里巴巴的活跃买家数为7.57亿，两家电商的活跃买家数差距仅剩下2600万左右。值得注意的是2020年三季度的数据显示，拼多多的活跃买家数净增4810万，而阿里巴巴的活跃买家数仅净增1500万，按照这样的势头，2020年底拼多多的活跃买家数可望超越阿里巴巴，从而晋升为国内第一大电商。随着拼多多的用户数快速增长，拼多多的包裹量也随之激增，近期有数据指出拼多多的日包裹量已超过1亿，包裹量占国内快递市场的份额高达三分之一，这终于让各大快递企业坐不住了，而圆通显然是通达系中最先向拼多多靠拢的快递企业。圆通靠拢拼多多中国的快递市场主要由电商决定，2018年的数据显示电商贡献的包裹量占中国包裹量的比例近八成，而通达系能在国内快递市场取得领导地位靠的正是阿里的支持，在拼多多崛起之前，阿里巴巴占据国内电商市场近六成的市场份额。然而随着拼多多的崛起，国内的电商市场即将发生巨变。拼多多的月订单已达到30亿件，而2019年2019年的数据显示通达系领头羊的中通月包裹量超过10亿件，圆通的包裹量大约为7亿多件，如此一对比就可以看出谁能从拼多多那里获得更多的份额就有可能迅速成为国内快递一哥。据圆通披露的数据，来自拼多多平台的包裹占其包裹量的比例已达到30%，显示出它正迅速向拼多多靠拢，如果考虑到快递企业中还有不少来自社会零散包裹量，这意味着拼多多应该已成为圆通的第二大客户。随着通达系之一的圆通向拼多多靠拢，通达系的其他快递企业也将很快向拼多多靠拢，这意味着即使阿里巴巴拥有通达系的股份，通达系为了自身的利益已顾不上阿里巴巴的意见了。或许拼多多的崛起对于通达系来说也是好事，此前由于通达系受制于阿里巴巴，即使阿里巴巴推出菜鸟网络，通达系也不得不接受，而借助拼多多的制衡，通达系也能更好的确保自身利益。通达系向拼多多靠拢或许也与它们感受到极兔快递借助拼多多的支持快速崛起带来的威胁，2020年三季度曾传出通达系封杀极兔，但是借助拼多多的支持，OPPO的渠道商被邀请加盟极兔，极兔并未受到通达系封杀的影响，既然无法阻止，通达系拥抱拼多多也就成为它们的必然选择。随着圆通公开宣布来自拼多多的快件大幅增加，通达系如果纷纷拥抱拼多多，持有通达系股份的阿里巴巴会作何反应就值得观望，毕竟拼多多的崛起威胁的正是阿里巴巴。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":335438105,"gmtCreate":1610635327407,"gmtModify":1703745802279,"author":{"id":"3536044200926487","authorId":"3536044200926487","name":"司马懿24","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"两个刷单狂魔到一起了","listText":"两个刷单狂魔到一起了","text":"两个刷单狂魔到一起了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335438105","repostId":2103032789,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":335496883,"gmtCreate":1610635002842,"gmtModify":1703745790126,"author":{"id":"87591884980948","authorId":"87591884980948","name":"吠力氪狮","avatar":"https://static.tigerbbs.com/8631a01445f379d09e160f9a28d4726d","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"文章太不专业了","listText":"文章太不专业了","text":"文章太不专业了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335496883","repostId":2103032789,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2103032789"}