核心观点随着增长路径的差异显现，预计今年通达公司之间的绝对规模将会达60亿件数量级差距，2021年可超过100亿件，或意味着达50-70亿元的利润差距。而此时每家公司均会更加焦虑而更加积极扩张市场。 1）高度标准化与规模化将行业推向高度集中不可逆转。 我国快递业形成大规模收件、集转运和派送的高度标准化操作流程。快递头部公司拥有较强的快递件量处理能力。美国、欧洲及国际快递市场均已形成长期市场地位稳固的竞争格局，UPS、DHL和FedEx成为最典型代表，中国市场演变可能也不例外。2）2019年能否成为通达格局拐点？ 如果低规模竞争对手无法实现高速增长，预计2019与龙...
Core ideas appeared along with the growth path difference, this year is expected to tongda company between the absolute size of 6 billion pieces will be orders of magnitude difference, can be more than 10 billion, 2021, or means of 50-7 billion yuan of profits. While each company will be more and more aggressive expansion market anxiety. & have spent 1) highly standardized and large-scale industry to highly concentrated is irreversible. & have spent China's express delivery industry to form large-scale collection, transport and delivery of highly standardized operation process. Courier company has a strong head Courier shipment handling capacity. American, European and international express market has already formed a solid market position for a long time competition pattern, UPS, DHL and FedEx became the most typical representative, the Chinese market may evolve is no exception. 2) can be understanding to the simple pattern of a turning point in 2019? & have spent If low scale competitors cannot achieve high growth, is expected to 2019 and the dragon...
