What Are The Men Behind Ma Yun?

On the morning of November 12th,

This year's "double eleven" trading figures are released: Tmall Platform 2015 "double eleven" online pactions amounted to 91 billion 217 million yuan, refreshing the 24 hour retail sales records of the global single electricity supplier, and the participation of 232 countries and regions of netizens, resulting in 460 million logistics orders.

According to the prediction of the State Post Office, the number of express mail will exceed 760 million during the "double eleven" period this year, increasing by 40% over the same period.

Most of the 760 million express companies were in the hands of three express companies: Shun Feng, Tun Tong and Shen Tong.

In recent years, they are becoming more and more powerful with Alibaba. However, compared with Ma Yun, the heads of the three major express companies are obviously much more low-key.

In the 18 years before starting a business, he never received media interviews. Wang Wei, President of Shun Feng, was called "the most mysterious rich man in China".

This man, known as "the most admired man" by Ma Yun, has created a nation's second largest express company after EMS.

22 years ago, Wang Wei, who had only a high school diploma, was doing dyeing and printing in Shunde, Guangdong. The inconvenience of passing the samples between Guangdong and Hong Kong made him smell business opportunities, and then began to do business at the wharf.

For a long time, the interest gap let him make up his mind to borrow 100 thousand yuan from his father and registered SF in Shunde.

At the very beginning of its business, Wang Wei laid the network quickly in Guangdong province by joining the system, expanding the "SF territory".

This is the method that most express companies will adopt at the beginning of their business -- to occupy the territory and expand the scale.

In a few years, Wang Wei, who was only 26 years old, almost monopolized all port express.

However, things did not go smoothly.

The malpractice of franchise system appeared frequently in the next few years. "A contracting network is a small kingdom. It is very pressure to cure these problems," and even once there was a situation where some outlets took advantage of the name of Shun Feng.

So from 1999, Wang Wei began a drastic reform. After three years, he recovered all the franchise rights of the franchise outlets and changed them into a direct run style company, and was positioned as a high-end express company in China.

Wang Wei's turning point came from the "SARS" that people still wanted to worry about in 2003.

SARS has lowered the speed of China's economic growth, but has just achieved its success.

At that time, the outbreak of SARS virus led to a sharp decline in the number of outbound passengers, which greatly pushed up the volume of express business.

At the same time, people dare not go out to cause the air freight rate to drop sharply, the airline business is depressed.

In the period of panic over the whole country, Wang Wei signed a contract with the Yangtze express to rent 5 737 freighters, and 3 of them were dedicated to carrying their express mail.

Air freight makes the delivery efficiency of SF fully increase, which provides the possibility for the positioning of high-end express companies.

Shun Feng became the only private express delivery company in the country that used all cargo special aircraft.

To this year's "double eleven", SF has been sitting on the largest air fleet in the domestic express industry.

In recent years, the cost of the express industry has gone up, the gross profit has declined, and the competition environment has become worse. In 2013, SF tried to pform, and launched its own brand of e-commerce, which was selected by Shun Feng and achieved good results in the year's sales volume of nearly 400 million yuan.

More importantly, the first introduction of institutional investment by SF, which sold 25% of the shares, has raised the first capital in 20 years from 8 billion yuan, such as yuan he holdings, China Merchants Group and CITIC Capital.

Although the valuation of SF has exceeded 40 billion yuan in this financing, Wang Wei still insists that it will not be listed in the short term.

Shentong Chen Dejun:

Expected to become private

From the carpenter apprenticeship to the business tycoons worth billions of dollars, from sending bicycles to letters and documents to thousands of outlets across the country, from single handedly grabbing the market to riding the electricity supplier, Chen Dejun, chairman of Shen Tong, reflects the figure of the first generation of Tonglu express.

The first successful courier company in Tonglu County of Zhejiang province is STO.

"Shen Tong has experienced several major changes in the express industry, and I am glad that, after several stages of experience, it has finally created the situation."

Chen Dejun once said.

Chen Dejun, who was born poor, left school early after graduating from junior high school. He went out to work as a carpenter apprentice to subsidize his family.

Unwilling to be mediocre, he was not satisfied with the daily income of $1, so he looked around for more profitable businesses.

From the cloth workers in the dyeing mill to trying to do the decorating business...

Job hopping into a courier company has become a stepping stone to Chen's involvement in the express industry.

At that time, many foreign trade enterprises in Hangzhou needed to send the "foreign trade declaration form" to Shanghai. It took several days to go to the post office; if the enterprise sent it on a special trip, the cost would be too high.

Against this background, Chen Dejun and his three companies used the simple model of "one person to answer the phone, one person to accept the receipt, and one person to send pieces" by using the advertising company's name, and began to send people to Shanghai and Hangzhou to send customs declarations and urgent business to collect some fees.

It is said that Chen Dejun's charges were much higher than that of EMS, but he occupied some markets because of the advantages of speed and flexibility.

In 1993, Chen Dejun established his express company in Shanghai.

In the next few years, the outlets of Shentong have sprung up in big cities.

With the increase of express companies, the imbalance between supply and demand of the express market also leads to the continuous rise of logistics costs. In order to survive, the express companies are constantly reducing prices and vicious competition.

At that time, it was just the time node of Shentong's expansion channel network. After the failure of Chen De Jun financing, it was decided to cooperate with Taobao to become one of its designated commodity distributors.

"At that time, e-commerce accounted for 60% of the total business, and 100 thousand of the total network staff delivered 3 million Express items per day."

He said that the cooperation with Taobao not only promoted the business volume of Shen Tong, injected capital flow, but also contributed to the timely pformation of Shen Tong and adjusted its business structure from the original letter to the e-commerce business.

Earlier this year, Shen Tong was handed over to the capital market.

On the evening of October 20th, Edisi (13.71, 0).

0%) the announcement has revealed that the company has reached initial cooperation intentions with STO shareholders in acquiring STO shares and signed the issue of shares to purchase the asset framework agreement, which is actively promoting all the work involved in this major asset reorganization with all parties concerned.

This means that the express delivery company has been on the market in real time. If Shentong succeeds in borrowing the shell, it will become the first share of the Chinese private express company.

For the capital market, Chen Dejun's attitude is obviously more open than Wang Wei. He said earlier this year, "Shentong's revenue is expected to reach 10 billion yuan this year. The main reason for the company's listing is the demand for business expansion".

Yu Weijiao:

A rising star becomes a medium for development.

The 2015 Hurun global rich list shows that STO's personal wealth of Chen Dejun is 8 billion yuan, which is the same as HUAWEI founder Ren Zhengfei.

The richest man in the logistics express industry was won by Yu Weijiao, Zhang Xiaojuan, the founder of the Tonglu express, and 16 billion yuan.

Referring to the express industry, Tonglu can be regarded as the "originator". At present, the most widely known "three links and one Da" four express giants are coming out of Tonglu.

China international express industry conference announced this year that the permanent address will be held in Tonglu every two years.

As the latest express company in the "Tonglu Gang", the market share is the leading position in the market.

In 2000, Yu Wei Jiao borrowed 50 thousand yuan from the people and went to Shanghai to start a business.

"At that time, I was carrying on the entrepreneurial dream, only 17 people. I brought them along with the borrowed money to start their own business. I also formally associate with the express delivery industry."

Now Yu Weijiao's dream has been realized. After 15 years of struggle and hard work, the company has become an enterprise with 72 exhibition centers, 2 outlets and 220 thousand employees. This year's business revenue is expected to exceed 35 billion yuan.

Entering the aviation field has always been a dream of Yu Weijiao. He once said: "a courier company without its own cargo plane is not a real courier company."

In June of this year, the company approved the approval of air pport operation and became the third logistics company owned by Airlines after Shun Feng and EMS.

Subsequently, Yu Wei Jiao and Boeing formally signed the B737-800BCF global start user agreement, and the TCO ordered 15 aircraft to Boeing, becoming the largest in the history of private express delivery companies.

But the relationship between tantone and Ali has long been known by the industry.

In May of this year, Alibaba group announced that it would join the Yunfeng fund to make strategic investments in TCO.

Yu Weijiao said earlier that "the introduction of Ali is the hope that the two sides can work together to create an international express delivery company, increase product diversification and enhance the" last mile "service experience.

According to the information in October, Ali occupies 2 seats in the Express board of trustee. Ali's rookie network, CEO Tong Wen Hong, serves as a director of Yuantong express. Mr. Pan Shui Miao, director of the Yunfeng fund, also serves as the director of Yuantong express. At the same time, Yan Huiping, a rookie network CFO, has also obtained a seat for a fast delivery supervisor.

Analysts said that from the in-depth cooperation between Tantong and Ali, we could see that the express industry is expected to achieve further development in the "13th Five-Year" period.

In October 26th, the State Council issued a number of opinions on promoting the development of the express industry, also put forward a clear request: by 2020, the scale of the express delivery market will be the highest in the world, basically realizing the network of villages and townships, through the express delivery of villages and towns, the annual volume of delivery will reach 50 billion, and the annual revenue will reach 800 billion yuan.