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国际物流巨头启示录之YAMATO进也服务退也服务
格隆汇 08-16 14:36

作者:方正交运许可团队 

来源:杨仁文研究笔记

1、YAMATO是一家营收千亿,利润仅十亿的日本本土快递公司,稳居龙头地位长达45年,市值仅500亿元。严格意义上,YAMATO并非国际物流巨头,那么它的研究价值何在?

2、日本与中国快递业发展轨迹相近,市场结构相似,却演变出风格迥异的快递公司。理清差异是为了看清方向,以日为镜,剖析中国快递公司发展之土壤,探索中国特色快递发展之路。

3、对比来看,中国快递价格战愈演愈烈,而日本市场上为何出现价高者市占率更高?同在电商需求持续增长的背景下,日本快递巨头发展为何停滞?为何YAMATO稳居快递龙头地位,却只是市值不到500亿的本土快递公司?反而货运龙头日本通运发展成国际化的综合物流服务商?

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