中國電商企業(yè)京東(JD.com)突然切斷了與天天快遞(Tiantian)的業(yè)務(wù)合作,在蓬勃發(fā)展的中國物流行業(yè)引發(fā)最新罵戰(zhàn)。
JD.com has told its merchants not to use the courier’s services and has cut off its access to the platform after launching its own logistics arm three months ago.
京東已告知其商家停用天天的服務(wù),并對這家快遞公司關(guān)閉了服務(wù)接口。3個月前,京東推出了自己的物流部門。
The move comes as rival retailers jostle for control over the online shopping process.
京東采取此舉之際,相互競爭的各家零售商正在爭奪對在線購物流程的控制。
JD.com terminated its co-operation with Tiantian because “they showed up as the worst among our feedback from customers”, according to JD.com. “This is not about data, just performance.”
據(jù)京東表示,其終止與天天的合作是因為“天天快遞很遺憾的在服務(wù)質(zhì)量和用戶滿意度方面都得分較低,位于所有快遞公司中的最后一位”。京東稱,這不是關(guān)于數(shù)據(jù),而是服務(wù)質(zhì)量問題。
The move was criticised by Sun Weiming, a vice-president at Suning, the retailer that bought a 70 per cent stake in Tiantian this year. He said on social media: “JD.com can make mistakes, but it should not be evil.”
此舉受到今年收購了天天70%股權(quán)的零售商蘇寧(Suning)的副總裁孫為民的批評。他在社交媒體上表示:“人可以做錯事,但不可以做惡事。”
Suning, which sells merchandise offline and online, is a direct competitor to JD.com and is partly owned by another ecommerce rival, Alibaba.
在線上和線下都銷售商品的蘇寧,是京東的直接競爭對手;蘇寧由另一家電商對手阿里巴巴(Alibaba)部分擁有。
Xu Jianguo, a Tiantian vice-president, said since Suning acquired Tiantian, JD.com began “provoking incidents and accusing us of bad service”.
天天副總裁徐建國表示,蘇寧收購天天之后,京東就開始找茬,指責(zé)天天快遞的服務(wù)不好。
Spurred by the growth of ecommerce, China’s logistics sector has grown quickly, generating Rmb400bn in revenue in 2016, up from Rmb30bn in 2006, according to the country’s postal bureau.
受電子商務(wù)增長的推動,中國物流業(yè)迅速發(fā)展。中國國家郵政局的數(shù)據(jù)顯示,該行業(yè)在2016年實現(xiàn)4000億元人民幣營收,而2006年為300億元人民幣。
That has enriched businessmen such as Wang Wei, who became China’s third-richest man in March after taking his courier company SF Express public on the Shenzhen stock exchange.
這使王衛(wèi)這樣的商人致富,今年3月,在他創(chuàng)立的快遞公司順豐速運(yùn)(SF Express)在深圳借殼上市后,他一躍成為中國排名第三的富豪。
The rise of courier companies is in part because of the value of consumer data.
快遞公司的興起,在一定程度上是因為消費者數(shù)據(jù)的價值。
Online shopping generates a wealth of consumer data for retailers, ranging from their shopping history to financial transactions.
從購物歷史到金融交易,在線購物為零售商帶來了豐富的消費者數(shù)據(jù)。
However, courier companies own the integral logistics component of ecommerce, tracking where and when packages are sent and received.
然而,快遞公司擁有電子商務(wù)的內(nèi)在物流組成部分,追蹤包裹在何時何地發(fā)送和接收。
That has led to heated competition among courier services and online retailers over who controls the data.
這導(dǎo)致快遞服務(wù)和網(wǎng)絡(luò)零售商之間圍繞由誰控制數(shù)據(jù)發(fā)生激烈競爭。
“All these retailers want to control the entire process from when you order online to when you receive delivery. If you can control logistics, you can send out your product faster and get higher customer satisfaction,” says Shaun Rein, managing director of the consultancy China Market Research Group. “In this space, JD.com is really competing head to head with Alibaba.”
“所有這些零售商都希望控制整個過程,從你在網(wǎng)上訂購,到你收貨。如果你可以控制物流,你就可以更快地遞送你的產(chǎn)品,獲得更高的客戶滿意度,”咨詢公司中國市場研究集團(tuán)(China Market Research Group)的雷小山(Shaun Rein)表示。“在這個領(lǐng)域,京東在與阿里巴巴正面競爭。”
To eliminate couriers associated with their rivals, China’s largest ecommerce platforms have developed their own in-house logistics outfits.
為了排除與競爭對手有關(guān)聯(lián)的快遞公司,中國各大電商平臺發(fā)展了自己的物流部門。
JD.com launched its logistics platform in April and sealed a strategic co-operation earlier this month with Japanese logistics giant Yamato Logistics.
京東在4月份推出自己的物流平臺,本月早些時候還與日本物流巨擘雅瑪多物流(Yamato Logistics)簽訂戰(zhàn)略合作協(xié)議。
Alibaba, which operates the ecommerce platforms Tmall and Taobao, operates its own logistics affiliate Cainiao but allows customers to select third-party courier services for delivery.
運(yùn)行“天貓”和“淘寶”電商平臺的阿里巴巴,運(yùn)營著自己的關(guān)聯(lián)物流公司菜鳥,但允許客戶選擇第三方快遞服務(wù)送貨。
Additional reporting by Tom Hancock in Shanghai and Yingzhi Yang in Beijing.
湯姆•漢考克(Tom Hancock)上海和Yingzhi Yang北京補(bǔ)充報道