物流行业的终局和开局(一):仓配一体化

felix
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本文为蓝莲花物流行业研究的第一篇。开篇我们论述物流行业的构成及其商业模式的优劣。其次我们将讨论物流行业的几个大变局: (1)仓配一体化和其给电商、物流、IT公司带来的机会和挑战; (2)干线+落地配新模式对快递模式的挑战; (3)跨境电商给跨境物流带来的变革和机遇。投资者关心的价格战、物流地产的估值,以及菜鸟对整个行业的影响将在适当的章节提及。   原文链接:温言两语

Published on 2017-09-27 09:53

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