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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

具体计划是,在2017年投资3亿元购置改装波音757飞机,2018年继续投入2亿元购置改装波音757,2018年还将投入3.3亿元购置改装波音767。顺丰控股买入的货机是由退役客机改装而来,根据公开资料估测,平均价格在3000万-4000万美元,按此推算,这笔8.38亿元的投资将可让顺丰机队再新增3架飞机,总数达到43架。

“未来3年内,自有机队将达到54架。在飞行员储备上未雨绸缪,目前共有飞行员 367人。”顺丰集团公关人员向时代周报记者透露。

相比起来,这还不是真正的大手笔。

据媒体报道,顺丰早就有意在湖北省兴建自己的机场,但一直未能有合适位置。2014年11月,湖北省和顺丰决定扩大选址范围,随后选定鄂州,2015年6月顺丰集团正式致函湖北省政府,明确选定鄂州市为顺丰机场首选场址;2016年4月,中国民航局批复同意此机场的选址;2016年9月,顺丰投资4.7亿元入股中国宏泰,并与后者子公司共同注资,成立湖北省国际航空产业新城发展有限公司。

据《东楚晚报》报道,鄂州机场工程由湖北省人民政府与顺丰公司合作建设,概算投资200亿元。综合媒体报道和鄂州市政府工作报告,机场将于2017年10月份正式动工,2020年建成,2021年货物吞吐量有望超过100万吨,成为亚洲第一个专业的货运机场。

不过,顺丰对此事始终保持低调。在顺丰的2016年年报中,并没有任何提及鄂州机场的文字。而到了2017年的半年报中,也仅仅是在非常不起眼的图片说明文字中提及:“未来顺丰控股将于湖北鄂州建设枢纽机场。”

市场很容易联想到美国联邦快递与美国城市孟菲斯。联邦快递需要一个核心枢纽,将四面八方的货物飞机先往枢纽中心集中,再统一调配并优化路线、资源配送,使得航运成本最小化;而孟菲斯则宣布尽其所能地在土地、机场设施、跑道、税收、融资利息等各方面给联邦快递提供支持。自1973年联邦快递搬迁到孟菲斯城以来,这个只有65万人口的小城已经跃升为世界物流中心,联邦快递也得以迅速发展成为全球巨头。

“顺丰投资兴建鄂州机场,这在中国快递行业史无前例,这意味着,如果其他快递公司不快马加鞭,差距会越来越大;同行公司下一步怎样投资、投资到哪里,很大程度决定将来的行业格局。”邵钟林对时代周报记者说。

菜鸟网络的选择

2017年6月初,顺丰与菜鸟网络发生摩擦,互相暂停了数据回传。此外,在媒体宣传中,机器人、无人机、智慧物流、自动分拣等黑科技恰是菜鸟网络最引人注意的关键词。

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