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大量投资基建 顺丰业绩受拖累

2017-08-29 19:10:31   中国经济网

不仅快递件量顺丰有所减少,在日前国家邮政局发布的20 17年7月邮政业消费者申诉情况通告中,素有快递服务行业标兵之称的顺丰快递,服务质量排在韵达、中通的后面,资料显示,顺丰2017年有效申诉率比去年同期下降了1%左右,从2 .98的有效申诉率降到1 .95,但高于中通快递的1 .3 8、韵达速递的1 .17.但顺丰控股也在20 17年半年度报指出,据国家邮政局《关于邮政业消费者申诉情况的通告》数据统计,2017年上半年,顺丰控股月平均申诉率为1 .9件,远低于全国平均的7 .15件,顺丰控股近三年申诉率连续处于国内快递同行最低水平。

综合物流及拓展“快链”让顺丰负重?

对于顺丰快递业务式微一说,顺丰相关人员仅让记者翻阅近期发布的年报。快递行业专家赵小敏则分析称,韵达的服务质量最近三年以来都做得很好;中通与其他四家快递企业不同,它在美国上市,且业务量比较大,所以他们的市占率上升是有一定原因的。而另外三家快递企业的市场占有率之所以会下降,其中圆通是因为整个战略、团队协作不太好,在网络运营方面还有很大的提升空间,此外,网点的突发事件对品牌信誉造成很大的影响。而申通运作比较保守,团队开始老化。顺丰是走高端商务线,所以会和其他企业表现出不太一样的格局,虽然市场占有率下降了,但它国际化业务的增速会比较稳定。南都记者翻阅顺丰半年报数据显示,顺丰营收大部分来自时效快递,该业务20 17年上半年不含税营业收入为217 .75亿元,较上年同期增长16 .97%.而顺丰新业务方面,其中重货业务收入是17 .6亿元,增长9 9 .7%,冷运业务收入10 .3亿元,增长85 .6%,国际业务收入8 .7亿元,增长39 .5%.

中国物流学会特约研究员杨达卿也向南都记者分析称,顺丰业绩受到备战新一轮空地战的影响。“运力需空地联网,快递需拓展快链”是中国快递市场新一轮竞赛的重点。“这个竞赛带来调整,也必然带来阶段性的此消彼长”,他指出,从顺丰看,顺丰目标是2020年建立100驾货运飞机的空运网,圆通目标是2020年要建50架飞机空运网,但目前顺丰仅40架飞机,同时也建设鄂州顺丰机场。这些高投入都会拉低顺丰的盈利。另外,顺丰向生鲜冷链、医药供应链及同城物流发展,可见顺丰向“快链”服务拓展。但进入综合物流及拓展“快链”服务,及大量投资仓配及机场等基础设施,短期内都将让顺丰背负包袱,集团整体利润方面或将从此前专注快递的“高速增长期”进入“缓速增长期”。“而同比看,通达系四强在上市后,拿到资本火药,集中兵力打快递市场,业绩逐渐向好,未来还将通过收购扩大市场占有率”,他如是说。

采写:南都记者黄芳芳

实习生甘嘉丽

(原标题:大量投资基建 顺丰业绩受拖累)

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