[Retail Circulation Weekly] The biggest obstacle for food delivery platforms to find riders is the lack of battery cars; Huang Guangyu “borrowed” another 150 million Hong Kong dollars from Gome Retail; 60-month year-end bonus; Mi Express closed service

This week (December 19-December 25), various companies in the retail distribution track have continued to move. In the field of e-commerce, Jingdong announced that the Jingdong mini program platform will fully open the access of external host APPs; the Shanghai food delivery platform encounters the problem of recruiting riders, and the biggest obstacle is that citizens do not have battery cars; Mengniu sues Daily Youxian for 15.29 million The payment for the goods is "unaccounted for" by Youxian Daily.

In the field of retail, Wumart Group announced that it will open an hourly delivery service in the "Wumart Supermarket" in the Douyin live broadcast room, and the goods will be delivered within 30 minutes at the fastest; Huang Guangyu once again provided 150 million Hong Kong dollars in interest-free unsecured loans for Gome Retail ; Unmanned retail operator Youbao Online once again sprinted for the Hong Kong stock IPO.

In the field of circulation, a container ship from MSC was detained at sea; 10 containers from another container ship fell into the sea; China Merchants Port plans to sell 51% of equity in Guangdong Yide Port for 132 million yuan; express delivery continues during the Spring Festival , Cainiao and other courier companies over 300 cities do not close. In addition, the first batch of 5 million yuan subsidy in Wuxi, Jiangsu Province will be released this month, and will fully guarantee postal express delivery ; customs clearance of trucks at multiple ports will cancel cross-border driving, goods disinfecting, and pass certificates, etc. The details are as follows:

JD Daodian launched preferential measures for merchants to settle in Beijing

News on December 23, in response to the government’s call for resumption of work and production and relief for enterprises, JD Daodian launched preferential policies for merchants to settle in to reduce the pressure on merchants’ omni-channel operating costs and boost Physical merchants have accelerated their return to normal operations. Based on the LBS function of JD Daojia App and JD Daojia App, JD Daodian provides consumers with the service of placing an order or making an appointment at a nearby store online and then purchasing at an offline store. This JD Daodian is mainly aimed at catering, leisure and entertainment, beauty and health care businesses in the Beijing area. New merchants who successfully enter JD.com and JD Daojia can enjoy a preferential commission of 0 to 0.01%.

The biggest obstacle to finding a rider on the food delivery platform is the lack of battery cars.

On December 22, the topic "Shanghai citizens consulted on being a rider, only 1 out of 17 people got hired" was on the hot search. Shanghai is entering the peak of the first round of the epidemic recently. Many residents have reduced going out, and takeaway orders have surged. On the other hand, there have been positive attrition among the riders one after another, and the two phases are superimposed, and the capacity is even more tense. Customers generally feel that the takeaway is slow. According to the takeaway platform, the delivery time of the restaurant 2.5 kilometers away is estimated to be 1.5 hours. The Shanghai Online Shopping Chamber of Commerce issued an initiative to encourage residents who have not come to work recently or have leisure time to join the ranks of delivery under the condition of ensuring their own health. Recruitment call. A recruiter from a platform told the media that from the announcement of the initiative to December 21, 17 phone calls had been received, but only one citizen had finally confirmed his intention to join the job. battery car.

Jingdong mini program platform fully opens external APP access

Recently, JD.com announced that JD mini program platform will fully open external host APP access. Specifically, the JD Mini Program provides a complete set of solutions, and invites all APP developers to the platform for free within a limited time. Support JD.com, JD Finance, , JD.com, JD Xiaojia and other JD-apps. The JD Mini Program will help partners build their own service systems in multiple scenarios. With the further opening of JD.com’s mini-program platform, it means that JD.com will use a more inclusive attitude to attract more merchants and enterprises to join the JD.com ecosystem.

Mengniu sued Daily Youxian asking for a payment of 15.29 million

According to Tianyan’s information, recently, due to the missing of Changshu Daily Youxian E-Commerce Co., Ltd., the People’s Court of Changshu City, Suzhou City, Jiangsu Province issued a notice to serve a complaint Copies and other litigation materials, involving a dispute over a sales contract between Mengniu Hi-Tech Fresh Dairy Products Co., Ltd. and the company. The details show that the plaintiff, Mengniu Hi-Tech Fresh Dairy Company, appealed to the court to order the defendant, Changshu Daily Youxian Company, to pay it more than 15.29 million yuan in payment and interest; to terminate the "Commodity Purchase Framework Contract" between the two parties, and the defendant returned the deposit of 30,000 yuan. Shareholder information shows that Mengniu High-tech Fresh Dairy Products Co., Ltd. was acquired by Inner Mongolia Mengniu Dairy (Group) Co., Ltd. is wholly owned by and holds shares in .

Meituan Waimai: The number of riders receiving orders in Beijing has recovered to more than 90%

December 20 News, in order to protect the consumption needs of citizens, Meituan Waimai has recently set up "epidemic care funds", strengthened riders' health protection, and strengthened recruitment efforts. , to accelerate the restoration of urban distribution capacity. It is reported that since December 14, the number of new riders registered for Meituan Food Delivery has increased day by day, and the cumulative number of new registered riders has exceeded 5,000. At present, more than 90% of the riders receiving orders in Beijing have recovered, and the delivery speed has also increased significantly compared with last week.

Daily Youxian owes Telecom 8,000 yuan in service fees Cheng Lai

Tianyan Check shows that recently, Beijing Daily Youxian E-Commerce Co., Ltd. refused to perform the obligation determined by effective legal documents due to its ability to perform, and was listed as a dishonest person subject to enforcement . The obligations determined in the effective legal documents show that the company should pay 8,000 yuan in telecommunications service fees to Tianjin Branch of China Telecom Group Co., Ltd., and the application fee of 17 yuan will also be borne by it. The case process shows that the company has been enforced for the case in October. Risk information shows that Beijing Daily Youxian E-Commerce Co., Ltd. has a number of persons subject to enforcement, consumption restriction orders, and final case information, with a total of more than 1.6 million yuan in executions and a total amount of more than 4.67 million yuan in outstanding performance.

Tmall Cainiao launched a food consumption guarantee plan for the Spring Festival

On December 21, Tmall and Cainiao announced that they would work with merchants to ensure the supply of New Year’s goods, and provide service guarantees such as door-to-door delivery, compensation if you don’t buy it, and non-closing for the Spring Festival in hundreds of cities. It is reported that Budweiser , Carlsberg, Triumph 1664, Fujia, RIO, Dongjiu , Shengshang Yipin, Wumi Changxiang, Runxin, C’estbon, Yili and other mainstream grain, oil, rice, noodle, wine, water and milk drink brands have all added new year products consumer protection plan. When consumers search for products on Taobao Tmall, they can place an order according to the "home delivery" marked on the products of each brand's flagship store, and promise to deliver them to their door no matter how heavy they are.

Ele.me launched the "City Guardian" plan: the number of riders in Beijing has basically returned to the pre-epidemic level

On December 21, Ele.me took the lead in launching the "City Guardian Support Plan" in Beijing to fully support supply guarantees and increase special incentives Pharmacies, fruit shops, etc. are open, and special measures are taken to ensure rider services to meet the needs of more consumers. Facing Beijing, Ele.me's "City Guardian Support Plan" includes: pharmacies, fruit shops, etc. that insist on opening stores will receive special bonuses, and merchants that meet certain conditions will also receive additional double bonuses; increase rider incentive subsidies and care Guarantee, increase the income of riders, and make the delivery time more flexible. At the same time, by increasing incentive subsidies and optimizing transport capacity allocation to strengthen services, rider transport capacity is recovering. According to Ele.me, in Beijing, new riders who run singles for 15 consecutive days can get an extra reward of 3,000 yuan on average. At present, Ele.me claims that the number of riders in Beijing has basically returned to the pre-epidemic level.

Retail Express:

Wumart Douyin live broadcast room opened hourly delivery service

On December 23, Wumart Group announced that it will open the hourly delivery service in the Douyin live broadcast room "Wumart Supermarket", and consumers can purchase goods in the live broadcast room within 30 minutes at the fastest service. It is understood that the hourly service launched by Wumart and Douyin can realize intra-city delivery of goods purchased on the live broadcast platform. Wumart will use the multi-point Dmall background processing system and distribution system to deliver products from Wumart Supermarket to consumers in real time through live streaming. For example, after consumers in Beijing see that the live broadcast room is bringing goods and place an order, the store will pick the goods nearby and deliver them immediately.

The fourth store of Sam Beijing opened, and the number of stores nationwide reached 42

Recently, Sam’s member store announced the official opening of the fourth store in Beijing, Daxing Store. Up to now, Sam has opened 42 stores in 25 cities across the country. It is understood that the Daxing store is located in the southeast of the intersection of Hongye Road and Xinya Road. As always, the store has set up interactive experience areas such as Sam's Kitchen, Glasses Center, and Health Management Center. In addition to shopping in the store, members can also enjoy efficient delivery services including the fastest one-hour "speed delivery" through multiple platforms such as Sam's APP and JD.com. At present, the scope of Sam's self-operated e-commerce services has expanded to most parts of the country, and cities without Sam's offline stores can purchase some products on the Sam app.

Gome Retail: Received an additional HK$150 million interest-free unsecured loan from the controlling shareholder

On December 22, Gome Retail announced that on December 22, 2022, the company and Shinning Crown Holdings Inc (a company owned by the company’s controlling shareholder A company wholly owned by Huang Guangyu) entered into a loan agreement, pursuant to which Shinning Crown agreed to provide the company with a loan of 150 million Hong Kong dollars, and a total of 500 million Hong Kong dollars in loans have been provided this month to support the company's liquidity.

Hema opened stores in many places

On December 22, Hema said that before the end of the year, Hema will open new stores in Xi’an, Chengdu, Nanjing, Nanchang, Jinan, Chongqing and other places, and four of them will open tomorrow . In Nanchang, Hema's third store is located in Wangfujing Shopping Center in Qingyunpu District, with an area of ​​4,700 square meters, which is currently the largest store in Nanchang. The original Qixian Supermarket on the first floor of Wuyue Plaza in Jianye District, Nanjing has also been transformed into a Hema Xiansheng store. According to the staff, this is the 23rd Hema Xiansheng in Nanjing.

Pagoda passed the hearing of the Hong Kong Stock Exchange, and the number of stores increased to 5,643

recently learned that Shenzhen Pagoda Industrial (Group) Co., Ltd. On the 20th, the information set after the hearing was disclosed on the official website of the Hong Kong Stock Exchange, and Morgan Stanley acted as the sole sponsor. According to Frost & Sullivan, in terms of fruit retail sales in 2021, Pagoda is the largest fruit retailer in China; in terms of fruit retail sales, Pagoda also ranks No. 1 among all fruit retail operators in China One, and has the largest distribution network in China's fruit industry. It is understood that in 2002, the first Pagoda store opened in Shenzhen; as of the latest practicable date, Pagoda has 5,643 offline stores in over 140 cities in 22 provinces and cities across the country, mainly in residential areas and commercial streets. An area with a high flow of people.

Unmanned retail operator Ubao Online once again sprints for Hong Kong stock IPO

Recently, according to the disclosure of the Hong Kong Stock Exchange, China’s largest unmanned retail operator, Ubao Online submitted an application for listing on the main board of the Hong Kong Stock Exchange, Goldman Sachs, China Securities International , Huatai International as the joint sponsor. Prior to this, in July, Youbao Online had submitted a prospectus to the Hong Kong Stock Exchange, planning an IPO on the Hong Kong Main Board. According to the prospectus, Youbao Online’s revenue mainly comes from smart retail business, supply chain operation service, digital value-added service and others (such as the mini KTV service provided). The four major businesses account for 46.4% and 3.7% of the company’s total revenue in 2021 respectively %, 76.3% and 19.3%.

Logistics News:

ZTO Express : voluntarily converted to dual primary listing on the Hong Kong Stock Exchange, effective May 1, 2023

On December 23, ZTO Express announced that the company has switched to the Hong Kong Stock Exchange for the primary listing and the company has received an acknowledgment of receipt from the Hong Kong Stock Exchange for the main listing transfer application. The effective date (i.e. the date on which the main listing conversion becomes effective) is expected to be 1 May 2023, subject to approval by the Hong Kong Stock Exchange. After the main listing conversion takes effect, the company will be dual-primary listed on the Hong Kong Stock Exchange in Hong Kong and the New York Stock Exchange in the United States.

The number of directors of Yunda was reduced to 5, and Nie Tengyun Chen Liying and his wife continued to serve as directors

On December 24, Yunda Co., Ltd. announced that the company’s seventh board of directors agreed to nominate Nie Tengyun, Chen Liying, Nie Zhangqing, Zhou Baigen and Fu Qin as the company’s No. Non-independent director candidates for the eighth board of directors; Zhang Darui, Zhang Xiaorong, and Hu Mingxin are independent director candidates for the eighth board of directors of the company. And agreed to submit the above-mentioned 8 director candidates to the company's first extraordinary general meeting of shareholders in 2023 for consideration. The tenure of the eighth board of directors of the company is three years, and it will take effect from the date of deliberation and approval of the company's first extraordinary general meeting of shareholders in 2023. According to Yunda’s announcement, in order to further improve the decision-making efficiency of the board of directors, the board of directors agreed to adjust the structure and number of board members. The number of board members was adjusted from 11 to 8, and the number of independent directors was adjusted from 5 to 3.

arrive home in one second Reach cooperation with express companies such as ZTO, STO, Yunda

Recently, One Second Home has successively reached cooperation with express delivery companies such as Shanghai Yuyao Information Technology Co., Ltd. (, a wholly-owned subsidiary of Yunda ), ZTO Express Co., Ltd., , and STO Express Co., Ltd. on express terminal services. The two parties will cooperate in service areas such as comprehensive community services, express delivery or collection and delivery at the end of express delivery.

Thailand Zhongtong launched integrated services such as proxy picking of Thai specialty fruits, customs declaration and clearance, cold chain transportation

Recently, Thailand Zhongtong opened integrated services such as proxy picking of Thai specialty fruits, customs declaration and clearance, and cold chain transportation. Help Chinese sellers solve problems such as difficulty in finding high-quality sources of goods, large transportation losses, and high costs. At the same time, ZTO Thailand also provides Thai local sellers with two-way transportation services such as agent picking, customs declaration, customs clearance, and cold chain transportation for local sellers with Chinese characteristics. It is understood that ZTO Thailand has reached strategic cooperation with a number of local orchards in Thailand (durian, longan, etc.), and Chinese sellers can entrust ZTO Thailand to source products and sign contracts on behalf of them.

A container ship of MSC was detained at sea; 10 containers of another container ship fell into the sea

recently learned that a container ship of MSC was threatened with a bomb when it was about to arrive at Antwerp port on December 22, and the ship is currently detained in At sea, Belgian authorities are investigating the matter. The authority said it had decided to return the ship to anchorage as a precaution until the investigation is complete. On December 17, a container ship named "PACIFIC EXPRESS" was on its way from Ho Chi Minh City to Haiphong. It encountered a storm near the coast of Quang Nam Province in central Vietnam, South China Sea, and dropped 10 containers. Three containers have been found by locals, washed up on the beach and damaged.

China Merchants Port intends to sell 51% of the equity of Guangdong Yide Port for 132 million yuan

On December 22, China Merchants Port announced that Lingang Development (Hong Kong) (a wholly-owned subsidiary of the company) entered into an equity transfer agreement with China Merchants Port Group , Lingang Development (Hong Kong) transferred 51% of the equity of Guangdong Yide Port to China Merchants Port Group at a total consideration of approximately RMB 132 million. It is reported that Guangdong Yide Port owns the construction, operation and management rights of the first phase of Shunde New Port project located in Liaogeshan Port General Wharf, Shunde District, Foshan City, Guangdong Province, China. It is also the construction unit of supporting facilities such as the project port freight yard and logistics.

Evergreen Shipping spent NT$4.483 billion to order 17,600 containers

On December 22, the Board of Directors of Evergreen Shipping approved to order another 40,000 containers at an additional cost of NT$4.483 billion to order 9,800 containers General containers and 7,800 freezers, due to the expansion of freezers, also strengthened the layout of freezers and , and purchased 6,800 freezers. Evergreen Shipping stated that in response to container replacement and business needs, it plans to purchase various types of containers within 40,000 TEU. After this part of the board of directors approves it, it will start to inquire in the market. After the contract is signed in the future, it will follow the regulations. Details will be announced separately.

German express logistics company GO! Prices will increase by an average of 8.9% from February next year

Recently, the German express logistics company GO! go! High inflation, pressure from maintenance and modernization of fleets, procurement of raw materials and services, investment in personnel and technology, and increased costs of energy procurement all require higher prices for products and services. go! It is also committed to strike a balance between economic business operation and ecological management. The company invests in alternative vehicles and energy-efficient management, continuously optimizes routes, reduces the average number of kilometers traveled by each package on the trunk line, and improves operational efficiency.

Spring Festival express delivery is non-stop, Cainiao and other express companies exceed 300 cities without closing

On December 22, I learned from Cainiao that in order to cope with the upcoming "New Year's Day" and "Spring Festival non-stop" peak volumes, Cainiao has launched a New Year's delivery guarantee plan , coordinated a number of resources, made every effort to ensure the smooth flow of logistics channels, and also launched a number of measures to retain people during the Spring Festival, such as the "Little Brother Warm Gift Package", to ensure sufficient transportation capacity and normal express delivery. It is understood thatThis year, Taobao and Tmall will cover more than 300 cities across the country without closing during the Spring Festival. As one of the logistics partners, Cainiao will work with express companies such as "Three Links and One Express" and SF Express to ensure logistics operations during the Spring Festival, and set up corresponding guarantee plans.

Amazon will add four Boeing 767-300F freighters and open its first route to South America

On December 22, people familiar with the matter revealed that Amazon will deploy four Boeing 767-300F freighters on the Miami -Latin America route . This is the e-commerce giant's first cargo route to South America. Amazon hopes to use this to target the South American market. According to reports, the four Boeing 767-300F freighters will be operated by Air Transport International (ATI) and are expected to start flying from January 21, flying from Miami to Bogota, Lima and Quito. Amazon has approached several air cargo carriers in Latin America to buy or lease some venues and space, the people said. Amazon is taking its first steps into South America.

SF Holdings: Wang Wei continued as chairman and general manager

On December 20, SF Holdings held the first meeting of the sixth board of directors. Years, from December 20, 2022 to the expiry of the sixth session of the Board of Directors. The board of directors of the company agreed to appoint Wang Wei as the general manager of the company, who will be fully responsible for the daily operation and management of the company.

Some express delivery companies are expected to basically recover their national transportation capacity by the end of the year, but still face the challenge of shortage of front-line personnel

On December 21, insiders of several express delivery companies said that the company's transportation capacity in various places is gradually recovering, and some express delivery companies expect that the national transportation capacity will basically return to normal by the end of the year. Some insiders of express delivery companies also said that when the national transportation capacity will be restored, it is related to the judgment of the epidemic prevention department on the peak of infection in various places. "In fact, the situation of express delivery companies is simpler than before. At present, the road is smooth, and it is a problem of 'people'." An insider of an express delivery company told reporters, "In fact, the transportation capacity of all regions is facing challenges, and the main reason is that the couriers continue to change. Yang', there will be a shortage of front-line manpower, but the challenge is also temporary, and the recovery period will be very fast, and the courier will resume business as normal."

China Postal Airlines plans to use 777 cargo plane to open a US cargo route

A few days ago, China Postal Airlines sent traffic to the United States The ministry submitted an application to use two Boeing 777 cargo planes to open a cargo route from Nanjing to Chicago and Los Angeles in 2023. According to the application, the registration numbers of the two Boeing 777 freighters are B-211X and B-211Y respectively. The first aircraft is expected to be delivered on January 15, 2023, and the second is expected to be delivered on April 15. Post said it plans to launch cargo flights to Chicago O'Hare Airport in August 2023 and to Los Angeles in March 2024. Both routes make a technical stop in Anchorage.

60-month year-end bonus, Evergreen employees are expected to receive 100 times their monthly salary in 2 years

I recently learned that after Evergreen Shipping issued a 40-month year-end bonus last year, there are rumors in the industry that this year’s year-end bonus may reach 60 months, which is expected to continue The "year-end king" of the shipping industry. Evergreen Shipping responded that the global container liner market has undergone major changes, and it is too early to talk about year-end bonuses, which are expected to be announced at the end of December. But even if Evergreen Shipping maintains the 40-month year-end bonus, plus the mid-year dividend , employees can still receive 100 months of bonuses in 2 years.

The U.S. Postal Service intends to continue to expand its fleet of electric vehicles

Recently, the U.S. Postal Service (U.S. Postal Service) stated that it will expand the size of its electric fleet and continue to explore the feasibility of achieving 100% electrification of its delivery vehicles. The USPS says it intends to deploy more than 66,000 electric vehicles by 2028. The USPS also said the total investment is estimated at $9.6 billion, including $3 billion in funding from the Lower Inflation Act.

Xiaomi Express: Due to business changes, the service will be closed soon

On December 20, according to media reports, due to business changes, Xiaomi Express will shut down its services. The reminder page shows that due to business changes, from 0:00 on December 1, 2022, Xiaomi Express will close the express delivery service. Users save relevant information in a timely manner. It is understood that Xiaomi Express, which was launched on the occasion of "Double Eleven" in 2019, is similar to the " rookie wrapping " model, trying to create a click-to-use express service platform: through the aggregation of , SF Express, , JD.com Express, Yunda Express, Huolala, Best Express, , Yuantong Express and other express companies provide express services for users. At its peak, Xiaomi Express opened six major portals at the same time: WeChat, Weibo, " Xiaomi Youpin ", Xiaomi MIUI Negative Screen, Xiaoai classmate among Xiaomi mobile phone users, and PC webpage.

GLP and China Unicom deepen strategic cooperation

On December 20, GLP participated in the 2022 China Unicom Partner Conference and held an online signing ceremony with China Unicom. The two parties will further deepen strategic cooperation, especially focusing on the field of digital infrastructure, coordinate resources, and expand new businesses. In addition, the two parties will also share industry insights in the application of intelligent technology, supply chain digital intelligence, and intelligent transportation and logistics, and are committed to realizing the forward-looking, sustainable development of related industries.

CMA CGM Air Cargo Company temporarily withdraws from the US market

recently learned that CMA CGM Air Cargo, an air cargo company under CMA CGM, has stopped selling its cargo services in the US and leased aircraft to other air cargo companies. According to the analysis, this move may be aimed at achieving profitability faster in a weak market. CMA CGM Air Cargo will no longer sell space on its own cargo planes from Europe to Chicago and Atlanta to freight forwarders, a CMA CGM official confirmed, but declined to reveal the reason for the sudden change or explain the current use of cargo planes. .

SF Express, YTO, STO, and Yunda released their latest results

On December 19, four listed companies, SF Express, YTO, STO, and Yunda released their performance reports for November. In November, SF Express’ total revenue from express logistics business, supply chain and international business was 22.318 billion yuan, a year-on-year decrease of 13.68%. Among them, the operating income of express logistics business in November was 15.719 billion yuan, a year-on-year decrease of 3.24%; the business volume was 1.057 billion tickets, a year-on-year increase of 2.92%; single-ticket revenue was 14.87 yuan, a year-on-year decrease of 6.01%; Revenue was 6.599 billion yuan, a year-on-year decrease of 31.34%. In November, YTO Express realized express product revenue of 4.426 billion yuan, a year-on-year decrease of 1.91%; business completed 1.628 billion tickets, a year-on-year decrease of 6.74%; express product single ticket income was 2.72 yuan, a year-on-year increase of 5.17%. In November, STO Express realized express service revenue of 3.165 billion yuan, a year-on-year increase of 8.89%; completed business volume of 1.208 billion tickets, a year-on-year increase of 2.15%; express service single-ticket revenue was 2.62 yuan, a year-on-year increase of 6.50%. In November, Yunda achieved 4.262 billion yuan in express service business revenue, a year-on-year decrease of 4.72%; completed business volume of 1.48 billion tickets, a year-on-year decrease of 21.40%; express service single ticket income was 2.88 yuan, a year-on-year increase of 21.01%.

Cainiao joins hands with the Brazilian e-commerce "unicorn" Facily, and Brazilian "singlemen" will use 1,000 sets of Cainiao self-lifting cabinets

On December 19, Cainiao and the Brazilian social e-commerce "unicorn" Facily announced a cooperation. In the next two years, Cainiao will work with Brazil Post and other partners to deploy 1,000 sets of self-pickup lockers in core cities in Brazil, matching nearby smart self-pickup lockers for Facily and other e-commerce users, and enriching the "last mile" delivery options. According to reports, Cainiao’s partner, Facily, was established in January 2018. It is known as the Brazilian version of “Pinduoduo” and focuses on the group-buying model. It will complete a D+ round of financing of US$135 million in 2021, becoming Brazil’s technology “individual”. horned beast".

Financing M&A:

ProLogis Japan Venture Capital FundGold Phase I closes 13 billion yen in the first round

Recently, GLP announced that its venture capital institution Monoful Venture Partners ("MVP")'s first fund, Monoful Venture Partners I ("MVP I"), closed the first round of 13 billion Japanese yen (approximately $96 million). MVP focuses on investing in start-ups in the growth stage of Japan's logistics and real estate fields, and promotes the cutting-edge development of the industry with innovation. Before the end of 2022, MVP will complete investments in five companies.

Pearl Cargo acquired 100% equity of Feipeng Logistics for USD 15 million

On December 21, Pearl Cargo announced that it had signed a share purchase agreement (SPA) with Xinjiang Feipeng Logistics Co., Ltd. to acquire a controlling stake in Feipeng Logistics. The operator is a coal transportation service provider dedicated to the "first and last mile" of Xinjiang road-rail combined transportation. According to the SPA agreement, Pearl Cargo will acquire 100% equity of Feipeng Logistics for approximately US$15 million, of which US$10 million will be paid in cash after the transaction is completed. If Feipeng Logistics achieves a target net profit of US$2.4 million in 2023, the company will receive a certain number of shares worth about US$5 million.

Star Cold Chain sprints to the Shanghai Stock Exchange: plans to raise 1.5 billion

A few days ago, Zhejiang Star Cold Chain Integration Co., Ltd. submitted a prospectus, preparing to be listed on the main board of the Shanghai Stock Exchange. Star Cold Chain plans to raise 1.542 billion yuan. It is understood that Star Cold Chain is headquartered in Taizhou, Zhejiang, and currently has four industrial bases in Taizhou, Zhejiang, Xuzhou, Jiangsu, Foshan, Guangdong, and Yongchuan, Chongqing. The company is an industry-leading cold chain equipment manufacturing and comprehensive service provider. Its main business is the R&D, production and sales of commercial, commercial kitchen, household and medical refrigeration equipment. It can also provide customers with cold storage engineering construction services and supporting equipment.

5.7 billion euros, MSC completed the acquisition of this logistics company

recently learned that MSC Group confirmed that its wholly-owned subsidiary SAS Shipping Agencies Services has completed the acquisition of Bolloré Africa Logistics. MSC said the deal has been approved by all regulators. So far, MSC, the world's largest container liner company, has acquired the ownership of this large logistics operator in Africa, which will provide services to a series of ports across the continent. As early as the end of March 2022, MSC announced the acquisition of Bolloré Africa Logistics, saying that it had reached a share purchase agreement with Bolloré SE to acquire 100% of Bolloré Africa Logistics, including all the shipping, logistics and terminal businesses of Bolloré Group in Africa , and terminal operations in India, Haiti and Timor-Leste. Now the deal with a total price of 5.7 billion euros has finally been completed.

Industry policies and trends:

The first batch of subsidies of 5 million yuan in Wuxi, Jiangsu will be released this month to fully guarantee the postal express

From December 21, 2022 to January 31, 2023, Wuxi will distribute a total of 20 million yuan in subsidies for the postal express industry For return to work stabilization subsidies and material subsidies, express delivery companies that meet the application conditions can apply for 100 yuan per person per day on the job. By December 31, the first batch of 5 million yuan will be issued. For postal and express delivery companies in urban areas, if the return rate of registered employees exceeds 60%, and the company has no backlog of express mail, the company shall declare independently on a voluntary basis.

Cancellation of cross-border agent driving, cargo disinfecting, and pass certificates, customs clearance of trucks at multiple ports tends to be normalized

According to Erlian Customs, Erlianhot Railway Port, the largest land port between China and Mongolia, will cancel the epidemic prevention and control from the same day. During the control period, a series of restrictive measures for import and export goods were issued, and normal customs clearance at the port was resumed. On December 21, Ruili Port in Yunnan, the largest land port between China and Myanmar, also issued a notice saying that it would further optimize and adjust the epidemic prevention and control measures at the Ruili Port, the Lane Island Passage, and the Leiyun Passage. In addition to the epidemic prevention and control policies, the port control is implemented in accordance with the pre-epidemic regulations, and the cross-border vehicle transportation mode of the port is cancelled. Except Ruili Port,The ports in Tengchong City, Mangshi City, Yingjiang County, Cangyuan Wa Autonomous County and other places in Yunnan Province have also canceled cross-border driver assistance in the past few days. In addition, Tengchong, Mangshi, Yingjiang, Cangyuan and other ports have also canceled all "closed-loop management" areas of the ports (channels), canceled nucleic acid testing and disinfection of trucks and goods, and inbound goods no longer need to be static set for a while.

State Standing Meeting: Solve the problem of the "last mile" of logistics in some places as soon as possible

Premier Li Keqiang of the State Council chaired an executive meeting of the State Council on the 20th, and deployed a package of policies and measures to deepen and stabilize the economy. Operate within a reasonable range; determine and strengthen measures to ensure the supply and price stability of key commodities to ensure the people's living needs; deploy and continue to do a good job in stabilizing employment and ensuring people's livelihood, and firmly grasp the bottom line of people's livelihood. The meeting pointed out that as the New Year's Day and the Spring Festival are approaching, we must continue to do a good job in ensuring the supply and price of living products. Solve the problem of the "last mile" of logistics in some places as soon as possible. Consolidate the "rice bag" governor responsibility system and the "vegetable basket" mayor responsibility system to ensure sufficient supply of daily necessities and stable prices during the Double Festival. Effectively guarantee the needs of the masses for epidemic prevention materials and medicines, strengthen international cooperation, and import urgently needed goods reasonably.

State Post Bureau: Do not suspend services in some areas, and do not arbitrarily restrict collection at the front end

On December 21, Zhao Chongjiu, Secretary of the Party Leadership Group and Director of the State Post Bureau, presided over a special meeting. The meeting requested that postal management departments at all levels should urge delivery companies to undertake social responsibilities, not stop services in some areas, and not arbitrarily limit the flow of collection at the front end. Open as much as possible to keep the postal express network services unimpeded to the greatest extent. The State Post Bureau will report to the outside world the operation and monitoring status of major express delivery companies across the country on a daily basis, and promote enterprises to implement their main responsibilities.

Jiangsu: No more nucleic acid testing for postal express employees, fully release the express logistics delivery capacity

Recently, the Office of the Leading Group Office of the Jiangsu Provincial Logistics Guarantee Work issued the "On Effectively Doing a Good Job in the "Last Kilometer" of Postal Express Terminal Delivery The "Notice on Relevant Work" requires all parts of the province to ensure the stability and smooth flow of postal express delivery. It is necessary to effectively implement territorial responsibilities, and it is strictly forbidden to shut down postal express delivery distribution centers, business outlets, and terminal services without authorization. In principle, no sealing and control measures will be taken, and those that have been shut down must resume operation as soon as possible and return to work as soon as possible; further optimization The health screening regulations for front-line employees of postal express delivery will no longer implement nucleic acid testing for postal express delivery employees, fully releasing the express logistics delivery capacity.

Shenzhen's cross-border express business volume accounts for 40% of the country

It is learned from the Shenzhen Postal Administration that in the first 10 months of this year, the city's express delivery industry has completed a cumulative business volume of 4.74 billion pieces and realized business income of 48.67 billion yuan, equivalent to about 15.6 million yuan per day. The package was sent from Shenzhen. At present, Shenzhen's express delivery business volume and business income both rank third in the country, and the industry's development level ranks in the forefront of the country. It is worth noting that, benefiting from the active local cross-border e-commerce, Shenzhen express cross-border business accounts for a relatively high proportion, and the total business volume has increased year after year. From January to October, the city's cross-border express business volume reached 650 million pieces, a year-on-year increase of 0.1%. The cross-border express business has accounted for 13.8% of the city's total express business, an increase of 0.3 percentage points compared with the same period last year. According to the data released by the State Post Bureau, in the first 10 months of this year, the national express delivery has completed a total of 1.56 billion international/Hong Kong, Macao and Taiwan business volumes, a year-on-year decrease of 10.1%. Based on this calculation, Shenzhen's cross-border express delivery business volume has accounted for more than 40% of the country's total.

Beijing: The overall production capacity of express delivery companies in the city has returned to normal levels, and the employment rate has increased to nearly 90%. On December 19, the Beijing Municipal Government Information Office organized the 432nd press conference on the prevention and control of the new crown pneumonia epidemic in Beijing. As of now, the overall production capacity of express delivery companies in the city has returned to normal levels, and the employment rate of personnel has increased to nearly 90%. There is basically no overdue unprocessed backlog in the distribution center in Beijing, and the efficiency of express delivery at the end has been significantly improved. The speed from the distribution center to outlets, from outlets to users is significantly accelerated, and the operation efficiency of express mail sorting, inner-city transit, and terminal delivery processing chains has been significantly improved.

State Post Bureau: Express business revenue in the first November was 956.98 billion yuan

On December 11, the State Post Bureau announced the 2022 1The operation of the postal industry in January. From January to November, the delivery business volume of the postal industry has completed 126.31 billion pieces, a year-on-year increase of 3.1%. Among them, the express business volume has completed 100.21 billion pieces, a year-on-year increase of 2.2%; the postal delivery service business volume has completed a total of 26.09 billion pieces, a year-on-year increase of 6.5%. From January to November, the business income of the postal industry (excluding the direct operating income of Postal Savings Bank) totaled 1,227.87 billion yuan, a year-on-year increase of 5.6%. Among them, the cumulative revenue of express delivery business was 956.98 billion yuan, a year-on-year increase of 1.6%; the cumulative revenue of postal delivery service business was 35.34 billion yuan, a year-on-year decrease of 1.1%.

(organized by Yang Xiujuan, editor of Titanium Media App)