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众包物流,迎来“第二春”?
文章来源:供应链时代      作者:scmsc      时间:2016/5/10 14:32:38

众包物流平台达达前脚刚与京东到家合并,人人快递后脚便宣布获得融资消息。人人快递近日宣布,公司已完成B轮5000万美元融资。

  众包物流平台达达前脚刚与京东到家合并,人人快递后脚便宣布获得融资消息。人人快递近日宣布,公司已完成B轮5000万美元融资。

  目前,国内的众包物流体系格局已初步形成。达达以与京东到家合并的方式上岸,解决流量问题。饿了么、美团等外卖平台以自己的众包体系服务于自身业务。

  公开资料显示,在人人快递公开本轮融资前,行业内融资消息几乎都在半年以前。资本的“冷静”给新型平台带了巨大的压力,这也是为什么在达达找到京东这样的归宿后,都没能得到“祝福”,因为在业界看来,这是强压下的“卖身”。而今,人人快递在如此不景气的环境下,却为众包物流拿下一城,这无疑成为了整个行业的“强心针”。

  究竟是什么让众包物流坐了这么久的冷板凳?不止一位行业人士表示,众包物流行业已经进入了迷茫期,实际已走到了命运的岔口,选择倚仗大平台带来的订单流量,还是继续探索自己的造血能力?已成为从业者们在资本市场进入淡季后面临的最大抉择。

  从京东到家到达达、人人快递,再到目前的同城货运,物流已经变成普通人也可参与的一件事,但是伴随众包物流的发展也有很多质疑声。

  1.“有钱了”代表安全?

  最近,京东到家高调宣布并购达达物流。合并协议生效后,京东将以京东到家的业务、京东集团的业务资源以及两亿美元现金换取新公司约47.4%的股份,并成为单一最大股东。

  根据并购协议,合并后的新公司将保持独立运营和发展,主要两大业务版块包括:众包物流平台及超市生鲜O2O平台。事实上,对于距上一轮融资过去还不到半年的达达物流来说,与京东的合并相当于贱价出售。

  根据公开资料,达达物流在去年一年完成了三轮融资,总融资额超过4亿美金。其中,最后一轮融资即D轮融资公开于2015年12月31日,由红杉资本、DST联合投资3亿美金。时隔不到5月,达达就以不及D轮融资的价格卖给京东47.4%的股份,这令人唏嘘。

  在达达物流选择妥协低价买给平台选择向左之后,诞生于2011年的C2C众包物流人人快递宣布完成5000万美金B轮融资。类uber模式的人人快递,即:下载并注册其移动客户端的用户都可在平台申请下单(收发快递)和接单(送快递),此前曾因为涉嫌违法经营被多地叫停。但在此轮融资后,其创始人谢勤表示,因为倚仗平台变<

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