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饥渴的顺丰:定增80亿3年后发威 新一轮投资竞赛开启

2017-08-29 13:25:32   中国经济网

根据顺丰在8月25日晚间披露的2017年半年报,其旗下主要的项目包括物流无人机、智能手持终端等硬件、智能客服、智慧包装、机器图像识别、顺丰车联网、全自动分拣、智慧云仓等,顺丰“将持续科技创新,由劳动力密集向科技密集转变”。

顺丰推出的综合性行业解决方案业务似乎是针对细分市场竞争。例如针对手机行业、生鲜行业、服装行业、保险行业提供的基于物流快递的综合服务,甚至包括向各个城市投放、维修共享单车的服务。

根据半年报,这部分业务的收入被统计列为“经济产品”,具体包括云仓专配、仓出服务、顺丰特惠等产品,从名称上可知,价格相对顺丰的商务件更具经济性。

而低价的快递产品,恰是竞争对手三通一达依托淘宝获得的生存市场。

顺丰控股半年报显示,经济产品同比增速为21.63%,在顺丰收入中占比为20%,没有变化,相比起来,顺丰价格较高的“时效产品”在收入中的占比则由去年同期的71.36%下降到67.71%。此外,重货、冷运、国际产品都获得极高的增长,收入中占比提升明显。

另外,2017年6月29日,顺丰在江西赣州南康区的示范区内,进行了首次无人机快递飞行。顺丰在年报中说,未来“通过大型有人运输机+支线大型无人机+末端小型无人机三段式空运网实现36小时通达全国”。

“顺丰的80亿元募集资金投资,3年后就可以发威了。”快递物流咨询网首席顾问徐勇对时代周报记者评论道。

发力航空货运

就在顺丰80亿元定增完成之前,2017年8月17日,国内首架带翼梢小翼的波音757飞抵深圳宝安机场,交付顺丰成为其第40架自有全货机,让顺丰机队中波音757的数量增加到18架,其余机型包括5架波音767,17架波音737。

波音757是1970年代油价猛涨为降低油耗而设计的机型,除了经济性,其还有发动机性能好、推力大、机身轻的特点,在西藏灵芝机场降落的第一架飞机就是757,它满载可运输23吨货物,最远可飞7000公里,相比于载人,它更适合用来拉货,被称之为“货运钢炮”。

波音757的驾驶舱设计与波音767一样,两种飞机的飞行员、零部件都具有互换性,而波音767的满载可运输50吨货物,可装载25辆快递车合计4万多个快递箱,或者10只大象,最远可飞行超过1万公里。

在所募集资金的投向中,顺丰将砍掉某些项目的投入,把资金腾挪到其他项目上,其中将腾挪出8.38亿元,用于新增飞机购置投资。

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