Source: Caixin.

jd.com and Alibaba have made new progress in "breaking down walls".

According to internal sources from jd.com logistics to "Star Daily," after jd.com logistics fully integrated with Taobao Tmall platform, Cainiao will also officially access jd.com's third-party platform. Third-party merchants entering jd.com platform can choose Cainiao Express and Cainiao Large Item Service. Currently, both sides have basically completed the integration, providing new service options for jd.com platform third-party merchants.

It is reported that after Cainiao's integration, jd.com users will be able to use Cainiao Express for home delivery, same-day delivery, next-day delivery, and 2-hour doorstep pickup services in the future. Starting from November, with the deep integration of Cainiao's supply chain, jd.com users can also enjoy precise appointments, delivery and installation integration for large appliances logistics, as well as old-for-new services. Cainiao Global Express and Global Supply Chain will also be integrated into the jd.com platform.

The so-called third-party platform, in simple terms, is jd.com's non-self-operated business, allowing merchants to open stores on the jd.com platform and choose logistics service providers independently.

According to Bai Lian Consulting's founder Zhuang Shuai, jd.com's integration with Cainiao can reduce the operating costs for its merchants; for Cainiao, it brings in more new user volume.

As early as October 16th, jd.com Logistics announced on their official WeChat account that they have partnered with Taobao Group, enabling jd.com Logistics to fully integrate with Taobao Tmall platform, allowing platform merchants to choose jd.com Logistics as a service provider.

On the 15th, Taobao Open Platform also released a "jd.com Logistics Online Announcement," marking the official start of cooperation between jd.com Logistics and Taobao Tmall platform.

The latest news shows that the system integration between the two parties has been basically completed. Many Taobao and Tmall merchants have chosen jd.com logistics as their service provider, and consumers can also track jd.com logistics within the app.

However, the wall-breaking actions of Alibaba and jd.com have also impacted the layout of the express logistics industry. Especially for third-party independent logistics service providers represented by SF Express. For a long time, in the delivery of products with high requirements for timeliness and quality, SF Express has been the first choice for Taobao merchants. But after jd.com logistics joined the Taobao system, SF Express's advantage may face challenges.

"The integration of the two major platform logistics is definitely a good thing for us." Cai Hua, head of Suzhou Fengyun Hairy Crabs Co., Ltd., told the journalist of the Star Market Daily, expressing specific demands on logistics timeliness as a major fresh e-commerce business.

"Because jd.com shipping costs are slightly lower than SF Express, in the case of internal competition among hairy crabs, with good timeliness and service, we have already used jd.com logistics on Taobao this year," Cai Hua said.

"The ultimate service capability is the key to determining the outcome. From the perspective of interconnection, the stickiness and stability of service are particularly important." Zhao Xiaomin, an express logistics expert and CEO of Guanshuo Capital, said in an interview with the Star Market Daily journalist that with the end of the two-choice integration of e-commerce platforms, the integration between jd.com and Tmall has been fully achieved. In the future, it may lead more platforms towards interoperability. In this context, having more choices in logistics becomes a new benefit for users, and the integration of both parties' logistics systems benefits users. At the same time, home delivery services are highly valued. For express delivery companies that do not provide this service, end-point mechanism reform is imminent.

In his view, with the improvement of services, the relationship between express delivery prices and service quality is also receiving much attention. From the perspective of industry development, companies with strong resource control and service capabilities will be more competitive. The stronger ones will become stronger, differentiation will intensify, resources will concentrate towards the top, accelerating industry restructuring. In the future, express delivery companies need to continuously enhance their own strength to adapt to industry changes.MergerThe service level of the two trading companies and logistics partners is very different. JD.com's full opening of its platform to help merchants migrate to the new generation of Jupiter system has also affected the logistics ecosystem. Jingdong, basically means Jingdong, has many Taobao and TMall businesses chosen by people who need to be in JD.com's services, even consumers can find JD.com logistics in applications

Editor / jayden