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快递涨价 电商担心影响“双11”

2017-10-12 07:12:54   

每经记者 谢欣 每经编辑 赵桥

距离今年“双11”将近一个月,就在10月10日和11日,中通、韵达先后宣布对快递价格进行提价。行业龙头顺丰表示未接到涨价的通知,其他数家快递的态度也比较模糊,并未就涨价与否做出明确表态。

不可忽视的是,快递业在伴随着电商的大发展而经历了几年的黄金期后,在价格战等因素的影响下,快递价格实际上一直处于低位,经受着相当大的成本压力。

有业内人士认为,在经历年初快递积压、年中成本上涨等一系列不利因素外,本次部分快递企业提价有可能会成为行业性提价的“突破口”。

成本增加下的无奈之举?

中通快递在声明中表示,涨价系受快递业受运输成本增加、人工成本提升、原材料价格上涨等多种因素影响。数位业内人士在接受《每日经济新闻》记者采访时也对上述几个原因表示认同。

湖北三当家供应链管理有限公司CEO谭冲对记者分析称,本次几家快递公司上调价格,受到了耗材原料上涨,钢材上涨,油价上涨,人工成本上涨和总公司的利润率影响。

中国电子商务研究中心分析师姚建芳亦表示,纸箱、油价上涨对快递行业成本压力很大。

据央视财经9月10日报道,受原辅材料价格攀升、供给减少等影响,近期瓦楞纸等包装用纸价格同比上涨了一倍多,一个纸箱售价因此涨价0.2元至0.5元。

上述业内人士的说法,在记者此前与一些基层快递从业者的接触中也得到了印证。而在终端上,快递小哥转行送外卖,快递点快件积压甚至关门走人的新闻也引发广泛关注。

值得注意的是,本次提价时间临近“双11”。谭冲认为,今年电商“双11”的目标定得较高,各家快递投入并未满足这个量级,会导致再建投入的成本较高。

事实上,国内快递价格,尤其是实行加盟制的快递价格偏低。一位国内快递巨头高管对记者表示,目前快递行业价格低位,长期受成本倒挂的影响。

姚建芳认为,实际上由于快递对电商依附性较强,再加上激烈的行业竞争,在过去大家是“不敢涨价”,而本次受成本影响,反而可能会成为行业涨价的一个“突破口”。

中国物流学会特约研究员杨达卿分析称,过去的低价战很大程度上由于国内井喷的电商物流需求市场,带来加盟模式的发展,而加盟模式是一种轻资产模式,但由于普遍在运营和管理方面不足,造成同质化严重,价格难以上行,最终形成恶性循环。而要打破恶性循环,需要价格和服务双脚都迈出第一步。

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