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“双十一”临近中通韵达涨价 其他快递暂未“跟风”

2017-10-12 05:31:53   

根据中国纸网数据,原纸涨价,许多纸板纸箱厂也纷纷调价,全国纸板纸箱价格也普遍上调7%~30%。而根据国家制定的2017年环保政策来看,今年原纸上涨空间还有很大。

广东省采购与供应链协会秘书长助理黄安娜表示,通达系的竞争一直是通过低价抢占市场。在双十一前涨价,除了应对成本上涨压力,还有一个意图就是通过价格杠杆来优化业务结构和控制增长。

 专家观点

  短期靠价格追求市场份额的行为告一段落

近几年来,我国快递业快速发展,“利润却并没有像业务量那样增长,相反,随着业务量的增长,快递企业的利润空间却越来越小。” 中物策(北京)工程技术研究院副院长、中国电商物流产业联盟副会长李芏巍表示。

中信证券就中通快递提价发布研报称,快递价格中期拐点已近,但行业持续性提价仍需等待。未来6个月快递行业的竞争有所放缓,一方面6家核心快递公司均已上市,短期靠价格追求市场份额的行为告一段落;另一方面,三、四线快递公司今年基本退出市场,新进入者已不构成威胁。

“随着顺丰、中通、圆通、申通、韵达、百世六大民营快递纷纷走上资本市场,民营快递企业面临着几大问题。一是自身赢利能力问题,给资本市场一个满意答卷,就必须改变过去的一味低价策略和同质化竞争;二是要面对国际竞争。” 中国物流学会特约研究员杨达卿认为,涨价问题是快递行业发展阶段性问题,人力和材料成本上涨只是外因,内部驱动是战略转型,快递行业整体处于从价格竞争向价值竞争的转型阶段。

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