As a professional financial media that has been deeply involved in the field of listed companies for a long time and pays attention to the development of the new economy, the Intelligent Logistics Research Institute under the daily economic news and the business think tank of the future under the daily economic news have regularly launched China Express Logistics health monitoring report .
In the seventeenth report, through the continuous tracking of the official authoritative industry data of the State Post Office, we analyzed the overall level of the express industry in January 2022 from the dimensions of service problems of express enterprises and evaluation of the quality of enterprise complaint handling.
In January, the number of complaints about express service was nearly 30000, and 14 companies were pleased to mention the “Red List” in the beginning of the year
According to the data of the State Post Office, in January, the business volume of national express service enterprises completed 8.77 billion pieces, a year-on-year increase of 3.3%; Business income reached 91.73 billion yuan, a year-on-year increase of 5.7%.
The notice on the complaints of users in the postal express industry in January (hereinafter referred to as the “notice”) released by the State Post Office showed that users complained about 29970 express service problems in January, a month on month decrease of 22.5% and a year-on-year increase of 42.4%.
The main problems of express service complaints are the loss and shortage of express, delay and damage of express, accounting for 33.6%, 20.9% and 20.2% of the total complaints respectively, showing a downward trend month on monthP align = “center” chart source: National Post Office
The main proportion of complaints about the loss and shortage of express mail is dissatisfaction with the compensation amount of the enterprise, the main proportion of complaints about the delay of express mail is transit or transportation delay, and the main proportion of complaints about the damage of express mail is dissatisfaction with the compensation amount of the enterprise.
Users had 4060 effective complaints about express service problems, down 29.5% month on month and up 128.1% year-on-year. The main problems of effective complaints of express service are the shortage of express mail, delivery service and delay of express mail, accounting for 31.8%, 25.9% and 23.9% of the total effective complaints respectively, showing a downward trend month on month.
In January this year, 14 of the 20 major express delivery enterprises had a comprehensive complaint handling index higher than the national average. Among them, companies such as Kuayue express, ups and Yousu express got full marks, and Debang, Jitu and Zhongtong led the mainstream express delivery companies.
There are 6 companies below the average, which are on the black list. Among them, Tongda Department (except Zhongtong express) gathered on the black list. Baishi express also appeared on the black list due to the intensification of express detention and delay due to the integration with Jitu express outlets.
The growth rate of “Tongda” express business revenue exceeded that of SF express, and the share price of SF express fell as a whole
With the arrival of the first month of the year, the express industry has also opened a new round of competition.
On February 18, A-share express companies S.F.Holding Co.Ltd(002352) , Yunda Holding Co.Ltd(002120) , Sto Express Co.Ltd(002468) , Yto Express Group Co.Ltd(600233) successively released their business performance reports for January. Among them, Yunda’s express business volume continued to lead. In January, the business volume reached 1.512 billion tickets, a year-on-year increase of 9.09%, and the express business revenue was 3.957 billion yuan, with a year-on-year growth rate of 28.02%;
Sto Express Co.Ltd(002468) catch up. In January, the express business volume ranked first with a growth rate of 17.30%. In January, the express business volume was 989 million tickets, which was the same as that of SF (989 million tickets) 6 Anhui Wantong Technology Co.Ltd(002331) in January, the express business revenue was 3.619 billion yuan, with a year-on-year increase of 20.09%. The growth rate was second to Yunda and Shentong, higher than that of SF. The express business volume was second only to Yunda express, with 1.329 billion tickets, with a year-on-year increase of 4.84%.
SF express revenue in January was 17.28 billion yuan, a year-on-year increase of 14.23%, and the express business volume was 989 million tickets, a year-on-year increase of 10.01%.
In terms of single ticket revenue, Yunda, Yuantong and Shentong also pointed out in the announcement that since the end of 2021, the settlement mode of rookie wrapping business in the company’s express business has been adjusted from the settlement between Hangzhou rookie Supply Chain Management Co., Ltd. and franchisees to direct settlement with the company.
Affected by this, the single ticket prices of Yunda, Yuantong and Shentong increased by 0.09 yuan, 0.1 yuan and 0.16 yuan respectively on the original basis. However, the price of Sto Express Co.Ltd(002468) single ticket revenue fell by 3.19% year-on-year, and it is also the only express company with single ticket revenue falling year-on-year this month. SF’s single ticket revenue was 17.47 yuan, a year-on-year increase of 3.80%.
At the capital market level, in January this year, the share price of the express sector fell as a whole. Among them, the market value of SF corrected, with a decrease of 8.08%, and the market value decreased to 310795 billion yuan. JD logistics decreased by 12.47% compared with the market value of the previous month, which is the opposite of the rise and fall of the previous month.
In the list of gains, affected by the market rumors that deppon was “going to be acquired”, deppon’s share price rose by 11.24% in January, leading eight listed companies, while Zhongtong express rose by 6.45%.
editor’s note:
we are well aware that the composition of health indicators of an industry or a listed company must be particularly systematic, complex and diversified, and the goal of high-quality development has a long way to go. In the future, we will continue to enrich the data dimension, including regularly adding the considerations of express logistics companies in terms of product structure, scientific and technological investment, green environmental protection, innovative development and social responsibility, so as to have a more comprehensive insight into the healthy development of China’s express industry and mine, analyze and demonstrate the data of express logistics industry and express logistics listed companies from multiple perspectives and dimensions, Promote China’s express logistics to better move towards a new era of high-quality development. We are more watchful for the common progress of the whole industry with the giant of listed express logistics companies as the leading effect, better help build a new development pattern with China’s big cycle as the main body and China’s international double cycle promoting each other, better meet the needs of people’s better life and better serve the overall situation of economic and social development
