虎嗅

The "Unwanted" Express Delivery Station

原文:被嫌弃的快递驿站

Summary of Key Points

Courier stations were created to address the issue of a surge in delivery volumes, aiming to solve the problem of inefficient last-mile deliveries by replacing the repetitive and time-consuming door-to-door service provided by couriers and thereby improving overall efficiency. However, they have become the "scapegoat" disliked by all three parties involved: consumers accuse them of not delivering goods to their homes, courier companies use them as a temporary solution to cut costs and increase efficiency, and station owners are eager to exit the business due to high costs, thin profits, and fierce competition. The root of their dilemma lies in the fact that they are merely a "temporary buffer" in the delivery chain, not an independent business entity. Their status as a profit-making venture, coupled with a low entry barrier that has led to an oversupply, has turned them into the target of widespread dissatisfaction.

Detailed Analysis

1. Consumers: Why Have Courier Stations Become the Scapegoat for Not Delivering Goods?

Many consumers think, "Delivery used to be done at my door even without courier stations; now that they exist, deliveries stop." This is a reversal of cause and effect. Just over a decade ago, the national annual delivery volume was in the billions; today, it has increased to 500 million deliveries per day—more than several times over. Yet, the number of couriers has not kept up. In the past, a courier could deliver 100 items in a day and still make it to every address; now, with 600-1000 deliveries per day, this is practically impossible. Courier stations were designed to improve efficiency: a courier who used to visit 100 locations to deliver 100 items can now deliver to just one station, significantly increasing efficiency.

However, consumers do not see this improvement and simply find it inconvenient to pick up their parcels at the station. Moreover, when couriers leave parcels unannounced at the stations, consumers direct all their frustration towards the stations, as they are the last point of contact with the customers.

2. Courier Companies: Using Courier Stations as "Temporary Workers" and Shifting Blame

Courier stations operate under cooperative agreements (not franchise models) with courier companies, lacking formal recognition or brand authorization. As a result, courier companies use them to cut costs and increase efficiency:

  • If a courier leaves a parcel at the station without permission, causing a complaint from a customer, the station is penalized.
  • If a package is damaged or delayed (a problem that occurs during transportation), consumers blame the station, and the courier company also punishes the station.
  • Fines can range from a few yuan to several dozen yuan, which can be a significant loss for stations with already meager profits, effectively rendering their work futile.

This situation is similar to that of "temporary workers": you do the work, but the credit goes to someone else, and any issues are blamed on you. Stations have no choice but to bear the consequences.

3. Station Owners: It Sounds Easy, But It's Hard to Manage, and They Can't Escape the Situation

Many people think opening a courier station is a low-risk, low-investment way to make money. However, the reality is quite different:

  • High Costs: Labor and rent account for more than half of the costs, and stations operate from morning until late at night with little rest.
  • Fierce Competition: Having just one station in a neighborhood is often not enough; if another station opens or a delivery cabinet is installed nearby, business is immediately affected.
  • Difficulties in Diversifying Revenue: Trying to use the station for community shopping or selling daily necessities is challenging because customers simply pick up their parcels and leave without engaging in any interaction. The perception that "a station equals a place to pick up deliveries" makes it hard to diversify revenue sources.
  • High Turnover Rate: Many owners find it more profitable to sell their stations than to continue operating them due to the difficulties they face.

4. The Underlying Problem: Courier Stations Are Designed as a Temporary Buffer, Not an Independent Business

The fundamental issue is the misalignment of the station's role in the industry and the low entry barrier:

  • Misaligned Role: Their purpose is to alleviate delivery pressures, not to generate independent profits. However, many treat them as a full-fledged business, ignoring their temporary nature in the delivery chain.
  • Consequences of the Low Barrier: Anyone with a few thousand yuan can open a station, leading to an oversupply and dilution of profits. As more stations open in the same area, profits for all decrease.

In essence, courier stations have become a reflection of the challenges in the courier industry—efficiency is prioritized over customer experience, and the rights of frontline workers are neglected. To resolve this situation, consumers need to understand the true purpose of these stations, courier companies must take responsibility, and stations must find sustainable profit models. Achieving a balance among these three parties is crucial, but the path forward remains long and challenging.