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Far into the logistics "marry" supply and sale of large collections: who accounted for who is cheaper?
The gang of "concubines" has not yet been bustled by the great convoy of the "full Concubine". The capitalization competition of the logistics industry has penetrated from the tide of listing of express ...
The gang of "concubines" has not yet been bustled by the great convoy of the "full Concubine".
The capitalization competition of the logistics industry has penetrated from the tide of listing of express enterprises to the core plates such as trunk cars and LCL express.
I believe: capital competition driven by industry started in 2018.
There are too many investors in the capital market and the conspiracy theory is popular. In recent years, the industry and some financial media are even noisy: capital enters the industry "hunting", and the story of "wolf comes".
First go into the cave to know whether it is a Lang or a wolf
From Shun Feng, three links to one hundred, to Baishi and de Bang competing for listing, basically Eileen to the capital market to take money, open up new battlefields, and then fight for money again. It is not yet seen which logistics company is or has "thrown the pot" into the stock market.
The relationship between capital and industry, the zero and the thinker doubted the conspiracy: This is the "wolf and the sheep", and the cash is out of the field; and the businessmen of the win-win idea accept the Yang Conspiracy: Lang marries women and forms a community of interests.
In the past 3 years, Duolun shares have been renamed "bump" and Hanye 3 billion 800 million to buy more than 900 "WeChat lads" and other capital market "lace news".
I do not believe that the transformation and mutual gold of building materials ceramics, the transformation of new media and large data of biological technology and other "genetic variation" in a stop, a reorganization can be done. It was also the frequent occurrence of these leek leeks, which made many people think of "wolf and sheep".
In view of its own business orientation, resource advantages, and the matching of merger and acquisition, the "marriage" of the large collection and marketing is far from the logistics, which fits the history of the main industry, the commercial layout and the long term value investment logic, showing that the integration value of 1+1 > 2 is inevitable.
In the view of the national supply chain strategy and the best policy of the industry, it is similar to the event that the purchase and marketing of the large collection of mergers and acquisitions far into the logistics assets, I think this is just the beginning, no one who is who's chess, who wins the problem of the problem.
A beautiful thing: supply and marketing to build a stable city, far into the group Li Xinshan
For many years, the main business and network assets of the contract logistics, such as the large collection and the marketing of the large collection and the merger and acquisition, have greatly supported the logistics network of the large collection and marketing and the ability to project the service. The key supply and marketing is not cash. It is the issuance of new shares, the supply and sale of large sets as the "bride to marry" Lang officials must be beautiful.
So, is far into the loss of logistics? I believe that the loss of tens of thousands of adults will not agree.
Far into the logistics of the Yang: sell the profit growth to see the top of the traditional business, radiate new vitality - as far as these years of transportation organization, network management and operation capacity, with this entry into the capital market (far into stocks have still worried money?) In the express and express or even the LTL market, "another city" is not an idiotic dream.
In 17 years of industry nonpublic occasions, I have predicted that the capital will soon become operational.
Today, it's been guessed. On the basis of the high growth of not only the National Express license and express service, the whole group fund, the extended account payable period from the 15 year -17 year, and the 7000 straight battalion stores can be snooping on its strategic intention.
Huang Yuancheng, an entrepreneur who has been in the logistics industry for more than thirty years, is willing to give up new opportunities for the market and lay the opportunity to lay "river and lake" under the power of losing capital. In the latest corporate culture of the group, it is declared that "life can have a few times and two times to start a business", which may have reflected the inner world of Huang Shu man.
The logistics industry is chess, capital and target enterprises are pieces.
Compared with the developed countries, the service supply, subdivision and meticulous operation of the domestic logistics industry are still very barren. In other words, express, express and zero - load market is now only a rough "horse race", and the customer oriented differential positioning and service, there are Shun Feng in, no enterprise dare to "King".
How to capture the new mountain of China's logistics industry? A logistics company with capital assists is tantamount to matching the "heavy tank" to the body of the "arrows and spears".
The logistics industry is a compound or convergent industry formed by the industrialization of logistics resources. In the final analysis, it is a compound service industry. Strong management, heavy operation and heavy capital are the obvious characteristics of the logistics industry, which is also the foundation of Industrial Finance and industrial capitalization.
Capital wants to enter the logistics industry, it is to achieve large-scale operation and intensive development as the goal. To be direct, the large capital capital only flows into the upper and lower reaches of the logistics industry, which can be transformed into assets, which can promote the upgrading of the logistics industry and realize the leapfrog of the business objectives of the large enterprises. This is also why the entry is all big capital, and the small funds can not solve the problem.
Since the transformation of production and exchange of value, capital and enterprises have become the chessmen of the logistics industry, and every practitioner and the enterprise involved in the practice of industry can not jump out and manipulate this big chess game. In order to reduce logistics costs and enhance the efficiency of logistics development, the integration of capital and industry needs to be further accelerated.
To accept and correctly understand the trend of industrial and financial integration, the logistics industry needs talents of complex and practical type. This has become one of the core problems that restrict the high level operation and rapid growth of logistics enterprises.
56 summary
It is a landmark event that the author prejudges the merger and acquisition of remote logistics and supply and marketing in 2018. In this way, many merger and acquisition events and mergers and acquisitions will rise and fall. In the end, China's logistics industry will be "the five generation and ten countries", which is known in 10-15 years - and will not be "the Three Kingdoms".
Looking at the economic trend, comparing the common and characteristic market and environment at home and abroad, the logistics industry in our country is large enough and the demand is sufficiently differentiated. This is the essence of the logistics service industry, and the camps of the industrial integration and formation will be symbiotic with a certain boundary.
Original: Jin Chanzi
Source: 56 Nuggets
