Is there any financial consideration for independent operation?
On this issue, Chen Fei said in an interview with the Economic Observer that if companies in the same city need funds in the future, they can use their own SF Fund or social capital to meet their own needs, and these possibilities are not ruled out. As for long-term capital operation and ipo, it depends on the maturity of time. If all the conditions (policy, market and company development) are met, we can discuss this issue again.
According to public information, at the SF performance briefing in March 20 19, Wang Wei said that in 20 19, SF Holdings will continue to increase local business investment, set up local companies to operate independently, and gradually introduce strategic cooperation and investors.
Chen Fei said that SF Group currently has several business segments. When are you willing to operate independently? First, the market awareness is high; Second, the scale is particularly large; Third, the team is particularly mature and has greater freedom of operation.
According to the information disclosed by SF Express in the same city, SF Express now serves top brands in different industries, such as McDonald's, Pizza Hut, Coffee, Hi Tea, Tian Hong, Yonghui, Uniqlo, Nike, Adidas, etc., with a passenger volume of 300,000, SMEs exceeding10 million and individual users of 20 million, with a compound annual growth rate of over 100% in recent three years. Long-term interest rate
"SF Group is too big. At present, its market value has reached $654.38+000 billion. Big enterprises are bound to have big enterprise diseases. Its decision-making process will be slower. If some new enterprises, such as Tongcheng, have an annual growth rate of more than 100%, then we think those who can hear the "gunshots" in front should make a decision, "Chen said.
Real-time logistics distribution has gathered a group of logistics and internet giants, and their rapid growth has provided a broader business space. Cui Zhongfu, vice president and secretary general of China Federation of Logistics and Purchasing, said on the same day that the express delivery industry has become the fastest growing sub-industry of the logistics industry. It is estimated that the instant delivery industry will maintain a growth rate of over 30% in the next five years, and the market scale will exceed 200 billion yuan by 2020. "
Faced with such a situation, how will SF compete?
Sun Haijin believes that compared with other competitors who have formed scale advantages in the classified market, SF local express has expanded its service scenarios from food and beverage take-out, new retail and personal life services to express terminal delivery. Sun Haijin believes that some types of local delivery have obvious peaks in one day, but more. Classification will improve efficiency and reduce operating costs.
"The single field of other brands is different. What we are pursuing is to integrate different transportation capacities, meet the diversified needs of different customers and customers through unified dispatching, and achieve the most efficient overall situation, "Sun Haijin said.
Is SF's business in this city independent of its commercial area?
Sun Haijin said that SF will remain neutral and become a third party in the same city. Generally speaking, he hopes to provide customers with comprehensive services together with other business departments of SF Express. Take McDonald's as an example, SF currently serves its supply chain business and local distribution business.
"We have set three goals. In the field of 2b, hope to become the first choice service provider of local instant life logistics; In the field of 2c, I hope to become an explorer of personal quality life service; We hope to be an iterator for upgrading and optimizing express delivery in the same city, "Sun Haijin said.