On April 3 evening, heart state share (603056) released since appearing on the market 2018, first year reports. Annals shows, heart country total camp closed 2018 amount to twenty-three billion and twenty-five million yuan, grow 13.15% compared to the same period; Portfolio is 483 million ticket, grow 54.21% compared to the same period. Portfolio of profit from express and synchronism of wool interest rate rise, vest in appears on the market the net gain of company shareholder makes an appointment with 700 million yuan, grow 28.13% compared to the same period; Unless,buckle regular the vest in after increase and decrease appears on the market the net profit of company shareholder is 456 million yuan, relatively go up growth of year of the corresponding period 45.29% .
Notable is, income of business of heart state express contributed the battalion of nearly half to close, exceeded income of rapid movement business. Zhao Xiaomin of express industry expert points out, of De Bangyou associate with " rapid movement + " begin translate into " express + " , will with department of suitable abundant, understand, Beijing east express of content shedding, Su Ning (contain every day) wait for open to compete in the round, express and rapid movement whether can " quick march " will become heart state to included to serve share of quality, market 2019 inside one of 3 big hotspots. Up to that day closing quotation, heart state market prise 19 billion yuan, every sign up for 19.8 yuan, rise 4.54% .
Express business income exceeds rapid movement
Single bill cost drops compared to the same period 3.72%
Express business continues to maintain swift and violent growth to make one large window. Annals data shows, heart state annual realized express 2018 estimate 447 million bill, income achieves eleven billion three hundred and ninety-seven million yuan, exceeded rapid movement business, occupy total battalion to receive close in part (49.5% ) , with of 64.50% increase trade of fast prep above compared to the same period average level.
Big express fixed position and brand excessive price make ticket all income by 25.39 yuan of 2017 / the bill rises to 25.49 yuan of 2018 / ticket (single bill weight is 8.18 kilograms) , prep above arranges the average level of the person of the same trade such as abundant, "Effect of express business scope is shown further " , "Efficiency of average per capita promotes continuously, among them express member efficiency controlling a group promotes 28.7% , make cost of express business single bill drop compared to the same period 3.72% . Make cost of express business single bill drop compared to the same period 3.72% ..
Sign up for data to see not hard by money, go one year heart state " All In is big express " obtained certain result. South the reporter understands, appeared on the market 2018 after half an year, de Banggeng changes brand name to be " De Bangkuai is given " open strategy transition, march in the round big express business. Double 2018 11 that day, income of single product odd-numbered days breaks through its are big express 100 million yuan.
Before before long, de Banggeng changed new Logo, farther aggrandizement the brand image that is express by change of content shedding supplier. According to introducing, heart state increased extreme to receive the hardware on the clique to throw, up to 2018 end, company four-wheeler is occupied than 45% , the member that it is express of a gleam of provided opportunity climbing a building, promoted the ability controlling a group of big express and efficiency.
According to annals data, the amplification of express business dimensions, make reach the cost of material that pack to appear artificially relatively remarkable amplitude, annals discloses, artificial charge and transport costs two cost are total 81.77% what occupy our company operating costs. Heart state field says frankly, "The rapid development of express business brings about a company to increase considerably with labor demand. Cost of company labor power rises ceaselessly, bring the gain capacity that did not come to the company constant pressure. Bring the gain capacity that did not come to the company constant pressure..
Heart state signed up for an unit 2018: RMB yuanAnd suffer company product structure to optimize upgrade reach truckload the combined influence that business strategy adjusts, income of business of heart country rapid movement fell compared to the same period 13.76% , wool interest rate increases 1.42 percent compared to the same period. To this, heart state field expresses, "Because,basically be truckload business is in the strategy to adjust period, portfolio closes somewhat narrow. Standard business spelling a car grows the fine of high gross profit quickly, essence of life of traditional advantage business blocks boat definitely / city use grows steadily, ensured rapid movement business to be able to last healthy progress. Ensured rapid movement business to be able to last healthy progress..
In addition, suffer financial business came off 2017 influence be caused by, other business income is 422 million yuan, drop compared to the same period 1.44% ; The cash flow net specified number that management activity produces 1.588 billion yuan, drop compared to the same period 20.69% .
Investment of research and development comes from 3.2% litres 15.4%
How does express, rapid movement become a challenge evenly
Wait for likeness of person of the same trade with suitable abundant, informatization and ability of research and development of science and technology had become De Bangjiang this synergism, raise extreme to control one of core competition ability that send level of management and client experience.
Annals exposure, in last few years, heart state is annual between the 1.5%-2% that the total investment of IT respect occupies turnover about, early or late with China for, division big question flies waited for 36 companies to begin 72 projects collaboration.
Be based on advance intelligence to change, the project of research and development that science and technology turns is devoted, the charge of research and development 2018 (130 million) the proportion that takes total charge by go up of year of the corresponding period 3.2% rise to 15.4% , amplitude is amounted to 82.77% . Afterwards unmanned vehicle " heart state small D " after trying operation, it is 4 days ago, heart state express starts unmanned aircraft formally to try move, finish successfully first test-fly, became " express air battle " another " contend person " .
Heart country develops the strategy to say in annals intermediary carry on, will send force express professional work in the round henceforth, consolidate highway carries quickly the lead position of business, enlarge core competition advantage, extremely drive a client operation of profit of innovation of oriented, product, seed and area of decide the issue of the battle the be born of 4 old strategies.
Nevertheless, inside a few course of study the personage looks, whether the balance that consolidating rapid movement precedes ideal is obtained between position and business of express of transition hair force, remain De Bangwei to need the one big challenge that face, meanwhile, with posture of big express business corresponding after service also repeatedlies want promotion.
South the monthly appeal data that the reporter combs national post office to release notices, heart state express is in in April 2018 - significant appeal rate holds express delivery during August in small line level, but after rolling out big express product will rise in August, significant appeal rate begins to look up, will achieve respectively with the appeal rate December in November 111.4 with 109.77, rank 16, 17, prep above suitable abundant, medium, charm is amounted to wait for an enterprise, complain a problem to basically be centered in damage of goods and manage compensate respect, while body reveals big express portfolio to grow, carry in safety, the link such as after service still remains to be improved accordingly.
"De Bangkuai gave two the biggest hotspots 2019: It is De Bangkuai gives the market share 2019 firstly, it is the service quality that De Bangkuai gives secondly. " Zhao Xiaomin says with time analyse, regard traditional advantage as business, de Bangkuai carried income appears first 2018 the circumstance that amplitude drops considerably, should consolidate the lead position of rapid movement line of business, "Perhaps next time is about to be in ' fish and bear's paw ' between rich weichied " , he is mentioned, 2019-2020 year Chinese express content sheds course of study to will see the New Year in one round " super- strong " shuffle period, heart nation need chooses in this paragraph of time " a center " overall competition ability mixes complete aggrandizement consolidate " moat " , promotion ROE (net assets yield) space.
"Heart state express uses 5 years of time only, realized express business from 0 to the breakthrough of 10 billion, make the industry faucet of market of big express fractionize. " Cui Weixing is in " a letter that sends shareholder " in mention, in economy development mode grows to grow change setting to fall to high quality by high speed, 2018, the company undertook optimizing to original business structure, change strategic centre of gravity and resources investment to express business to tilt. Although short-term caused certain effect to income and service quality, but from long-term in light of, the business structure of balanced health also is sure to be brought for the company in future more continuously, steady growth.
In addition, de Banghai made clear main body of operation of as small as Ofo yellow car in annals east gorge is big not clear money between. Its are receivable one column shows Zhang fund, gorge is connected greatly east (Beijing) administrative advisory limited company still did not remand De Bangchao spends the money of 10.39 million, had done for this company plan the preparation that carries 100% bad Zhang. South the reporter understands, last year second half of the year, ofo ever sought money early or late by the supplier such as state of phoenix bicycle, suitable abundant, Yun Diao, heart, before this, the content such as heart state sheds service business to offer storage express to carry a service for its.
Interview and write: South reporter Fu Xiaoling