京东、阿里物流互通，谁才是最大受益者？

读创客户端09-27 18:00

财中社魏金平/文京东、阿里两大电商平台之间物流和支付即将实现互通，淘宝、天猫即将正式接入京东物流，预计于10月中旬上线，自此以后，淘系商家在系统中选择商品寄送方式时，将多出一个京东物流的选项，作为回应，京东也将接入菜鸟速递和菜鸟驿站。另外，京东还将正式接入支付宝系统，预计在“双11”前夕推出，目前，京东电商默认的支付方式排列顺序分别为京东支付、云闪付、微信支付等。阿里、京东两大电商平台明争暗斗...

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永历
09-27 19:58
永历
表面功夫的文章👎🏻，请问作者自身体验过京东物流的非京东电商自营业务的快递么？京东物流这种业务的速度快么？建议还是亲身体验过之后再评论

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Corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":354018154856736,"gmtCreate":1727438331634,"gmtModify":1727442068950,"author":{"id":"3522844623094979","authorId":"3522844623094979","authorIdStr":"3522844623094979","name":"永历","avatar":"https://static.tigerbbs.com/5bf46b7e0faa0c3bc95c365f2528a485","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3522844623094979"},"htmlText":"表面功夫的文章👎🏻，请问作者自身体验过京东物流的非京东电商自营业务的快递么？京东物流这种业务的速度快么？建议还是亲身体验过之后再评论","listText":"表面功夫的文章👎🏻，请问作者自身体验过京东物流的非京东电商自营业务的快递么？京东物流这种业务的速度快么？建议还是亲身体验过之后再评论","text":"表面功夫的文章👎🏻，请问作者自身体验过京东物流的非京东电商自营业务的快递么？京东物流这种业务的速度快么？建议还是亲身体验过之后再评论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354018154856736","repostId":2470770744,"repostType":2,"repost":{"id":"2470770744","pubTimestamp":1727431221,"share":"https://www.laohu8.com/m/news/2470770744?lang=&edition=full","pubTime":"2024-09-27 18:00","market":"hk","language":"zh","title":"京东、阿里物流互通，谁才是最大受益者？","url":"https://stock-news.laohu8.com/highlight/detail?id=2470770744","media":"读创客户端","summary":"财中社 魏金平/文京东、阿里两大电商平台之间物流和支付即将实现互通，淘宝、天猫即将正式接入京东物流，预计于10月中旬上线，自此以后，淘系商家在系统中选择商品寄送方式时，将多出一个京东物流的选项，作为回应，京东也将接入菜鸟速递和菜鸟驿站。而且，京东物流介入淘系后，其反而可以获得部分在意快递速度消费者的增量订单。","content":"<html><body><article><p><strong>财中社 魏金平/文</strong></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>、阿里两大电商平台之间物流和支付即将实现互通，淘宝、天猫即将正式接入<a href=\"https://laohu8.com/S/02618\">京东物流</a>，预计于10月中旬上线，自此以后，淘系商家在系统中选择商品寄送方式时，将多出一个京东物流的选项，作为回应，京东也将接入菜鸟速递和菜鸟驿站。</p><p>另外，京东还将正式接入支付宝系统，预计在“双11”前夕推出，目前，京东电商默认的支付方式排列顺序分别为京东支付、云闪付、微信支付等。</p><p>阿里、京东两大电商平台明争暗斗多年，两家公司通过构建独立的物流、支付、供应链等体系，从竞争的角度来说，的确形成较高的竞争壁垒，但对于社会整体而言，这种壁垒是资源的浪费，双方逐步开展合作，实现资源共享、优势互补是公司与社会的双赢。</p><p>那么问题来了，在上述物流互通的过程中，究竟哪一方获益更多呢？</p><p>《财中社》认为，可以从以下角度去探讨，对于购物者来说，与“三通一达”相比，京东物流最大的优势就在于“快”，不少消费者选择在京东电商购物的重要原因之一就是京东物流高效的运输能力。</p><p>当京东物流接入淘系后，客户可以不必为了“快”而选择京东电商，追求时效性的消费者可以在淘宝、天猫购物过程中选择使用京东物流，这似乎会对京东电商业务产生负面影响，但需要指出的是，京东物流不再单纯的是京东电商的配套企业，据Choice数据，2024年第二季度，其来自京东的收入占比已经下降至30.6%。</p><p>更为重要的是，京东电商主要收入来源为自营业务，得益于低价策略影响，京东自营业务在行业内具有一定的价格优势，因此，若消费者综合考虑性价比、物流速度等因素，京东电商并不会受到明显的影响。而且，京东物流介入淘系后，其反而可以获得部分在意快递速度消费者的增量订单。</p><p>既然京东物流可以获得增量，阿里旗下的菜鸟是否会有损失呢？</p><p>答案是否定的，据菜鸟招股说明书，2021-2023财年，菜鸟来自<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团的收入分别为154.23亿元、206.14亿元、219.01亿元，占当期营业总收入的比重分别为29.3%、30.83%、28.2%，其收入并不依赖淘宝、天猫，且收入占比呈下降趋势。</p><p>需要指出的是，海外市场才是菜鸟的主战场，2023财年，菜鸟国际物流包裹数量为15.19亿件，国际物流收入为368.51亿元，占当期营业总收入的比重为47.4%。</p><img src=\"https://src.caizhongshe.cn/10-10-d96b881796601c7d6de9f43c20be03bf.png\"/><p>另外，京东电商在保障自营基本盘稳定增长的同时，还大力发展3P业务，3P商家的产品主要以非标品为主，非标产品毛利率相对较低，通常选择快递费用较低的服务商，菜鸟恰好可以承接部分京东3P商家的快递订单。</p><p>由此看来，京东、淘系快递实现互通后，京东有的赚，阿里也不亏。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东、阿里物流互通，谁才是最大受益者？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东、阿里物流互通，谁才是最大受益者？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 18:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409271804329f1a9669&s=b><strong>读创客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>财中社 魏金平/文京东、阿里两大电商平台之间物流和支付即将实现互通，淘宝、天猫即将正式接入京东物流，预计于10月中旬上线，自此以后，淘系商家在系统中选择商品寄送方式时，将多出一个京东物流的选项，作为回应，京东也将接入菜鸟速递和菜鸟驿站。另外，京东还将正式接入支付宝系统，预计在“双11”前夕推出，目前，京东电商默认的支付方式排列顺序分别为京东支付、云闪付、微信支付等。阿里、京东两大电商平台明争暗斗...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409271804329f1a9669&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","89988":"阿里巴巴-WR","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK1591":"就地过年概念","BK1142":"互联网与直销零售","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1575":"同股不同权","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","02618":"京东物流","LU0140636845.USD":"施罗德大中华区股票A 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409271804329f1a9669&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2470770744","content_text":"财中社 魏金平/文京东、阿里两大电商平台之间物流和支付即将实现互通，淘宝、天猫即将正式接入京东物流，预计于10月中旬上线，自此以后，淘系商家在系统中选择商品寄送方式时，将多出一个京东物流的选项，作为回应，京东也将接入菜鸟速递和菜鸟驿站。另外，京东还将正式接入支付宝系统，预计在“双11”前夕推出，目前，京东电商默认的支付方式排列顺序分别为京东支付、云闪付、微信支付等。阿里、京东两大电商平台明争暗斗多年，两家公司通过构建独立的物流、支付、供应链等体系，从竞争的角度来说，的确形成较高的竞争壁垒，但对于社会整体而言，这种壁垒是资源的浪费，双方逐步开展合作，实现资源共享、优势互补是公司与社会的双赢。那么问题来了，在上述物流互通的过程中，究竟哪一方获益更多呢？《财中社》认为，可以从以下角度去探讨，对于购物者来说，与“三通一达”相比，京东物流最大的优势就在于“快”，不少消费者选择在京东电商购物的重要原因之一就是京东物流高效的运输能力。当京东物流接入淘系后，客户可以不必为了“快”而选择京东电商，追求时效性的消费者可以在淘宝、天猫购物过程中选择使用京东物流，这似乎会对京东电商业务产生负面影响，但需要指出的是，京东物流不再单纯的是京东电商的配套企业，据Choice数据，2024年第二季度，其来自京东的收入占比已经下降至30.6%。更为重要的是，京东电商主要收入来源为自营业务，得益于低价策略影响，京东自营业务在行业内具有一定的价格优势，因此，若消费者综合考虑性价比、物流速度等因素，京东电商并不会受到明显的影响。而且，京东物流介入淘系后，其反而可以获得部分在意快递速度消费者的增量订单。既然京东物流可以获得增量，阿里旗下的菜鸟是否会有损失呢？答案是否定的，据菜鸟招股说明书，2021-2023财年，菜鸟来自阿里巴巴集团的收入分别为154.23亿元、206.14亿元、219.01亿元，占当期营业总收入的比重分别为29.3%、30.83%、28.2%，其收入并不依赖淘宝、天猫，且收入占比呈下降趋势。需要指出的是，海外市场才是菜鸟的主战场，2023财年，菜鸟国际物流包裹数量为15.19亿件，国际物流收入为368.51亿元，占当期营业总收入的比重为47.4%。另外，京东电商在保障自营基本盘稳定增长的同时，还大力发展3P业务，3P商家的产品主要以非标品为主，非标产品毛利率相对较低，通常选择快递费用较低的服务商，菜鸟恰好可以承接部分京东3P商家的快递订单。由此看来，京东、淘系快递实现互通后，京东有的赚，阿里也不亏。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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