Specialist
Former executive at JD Logistics Inc.
Agenda
- Alibaba (NYSE: BABA), JD.com (HKG: 9618), Meituan (HKG: 3690) and Dingdong Maicai (NYSE: DDL) – logistics and warehousing planning and operations amid the pandemic
- Pandemic prevention and control policies across regions in Shanghai, policy implementation progress and impacts on logistics and warehousing
- Logistics models of food and other necessities transportation across districts in Shanghai, plus logistics models regarding food and other necessities transported to Shanghai from other provinces
- Qualification for companies supplying food and other necessities, vehicle management and staff deployment
- Policy trends amid the pandemic, plus major problems, pain points, status quo and outlook for the logistics and warehousing sectors
- JD Logistics – development and profitability across its cold chain warehousing and medical cold chain business
Questions
1.
What are the warehousing and logistics models in Shanghai amid the coronavirus pandemic?
2.
The pandemic has exposed many problems. What may be the main problems that you have observed within the industry? What are their causes?
3.
What are the main problems with the intra-city delivery system and the transportation of food and other necessities from other provinces to Shanghai? What is the relationship with the aforementioned fragmented transport capacity?
4.
You just said that prices are still decided by market demand despite the government-planned management system for intra-city delivery vehicles supplying food and other necessities. How are the two combined in practice? How does the system in which residents mainly rely on group buying or group buying initiators to buy food and other necessities collaborate with the government-planned management system?
5.
Since March, retailers and fresh food companies have been the major suppliers of food and other necessities in Shanghai. Initially, some platforms were qualified to supply them yet later stopped supply. Now some have resumed supply. You just said that from 20 March on the Shanghai government began to review and issue qualification certificates to companies supplying food and other necessities. What have caused these changes?
6.
Why do many experts not get involved?
7.
Can you compare the different performances of major platforms including Hema, Ele.me, Meituan, Dingdong Maicai and JD.com? To what degrees are their warehousing and logistics systems hit respectively by the pandemic?
8.
JD.com has recovered earlier than other players after April. Compared with Alibaba and Meituan, is JD.com’s warehousing or intra-city delivery system less affected? What about the possible reasons?
9.
JD.com was also engaged in community group buying business previously. What are the differences among various players in community group buying business?
10.
What about Meituan’s incentive mechanism or performance appraisal mechanism for its supporting teams, which are quite capable of execution and offline promotion? Competitors are unable to copy Meituan’s mechanism. What are the reasons?
11.
What about the development of JD Logistics’ cold chain warehousing business?
12.
One is the B2C fresh food warehousing system for JD.com’s online shopping mall and the other is the open cloud warehousing system. What is the profitability of the two business lines? Do they still incur losses at present?
13.
Based on the analysis of cost structure, what are the major sources of losses? Is there any room for further improvement in future cost reduction?
14.
Are you optimistic about the cold chain LTL logistics market and the future development of JD Logistics?
15.
You just mentioned JD Logistics’ investment in technologies, systems and digitalisation, what about the investment of other companies in the industry? What is the level of JD Logistics in the industry?
16.
What are the major differences between JD Logistics and SF Express?
17.
Does this require long-term investment and accumulation? How difficult is it for JD Logistics to achieve that?
18.
What about JD Logistics’ development in the pharmaceutical cold chain logistics industry?
19.
During the pandemic, many pharmaceutical distribution companies such as Shanghai Pharmaceuticals and Sinopharm have invested in the warehousing and distribution system and vaccine transportation. What are the future trends?
20.
What measures will the government take to solve the problems during the pandemic? What are your suggestions in this regard?
