Tmall "Double Eleven" broke 168.2 billion 7 hours ahead of time, is it hard to find a box of cardboard boxes?

I have to say that Ma Yun who created the "Double Eleven" shopping carnival is really strong! In 2018, the Tmall double eleven opened again, and completed 100 billion yuan seven hours ahead of schedule, nine hours ahead of last year. Total turnover throughout the day.

The other e-commerce giant Jingdong is also very fast. In the first ten days of November, the Jingdong Global Good Things Festival has sent 100 billion commodities. It seems that under the unanimous singer, this year's double eleven is still as stable as a dog.

According to the State Post Bureau, this year's double 11 parcels will exceed 1.87 billion, an increase of 25% over the same period last year. The maximum daily processing capacity may reach 410 million pieces, an increase of 23.9% over the previous year! For the packaging industry, it means the blowout of order demand. Even in a difficult situation, it is possible that there will be a skyrocketing raw material.

Spicy, such a hot sales, can really shake the market downturn in the packaging industry to the freezing point. Will it be because of the popularity of the double eleven express package, will the price of paper rise again?

Overall, it is mixed!

Let me talk about the good phenomenon first:

In the case of people's consumption power fatigue, the e-commerce miracle can continue to be staged, thanks in large part to the rise of the consumer army after the 1990s. Young people are obsessed with online shopping, and they have reached the point where they can't stop. The pickpockets seem to be unable to describe them. The popularity of online shopping.

A person engaged in the sales of 3C peripheral products revealed to Bao Xiaobian that this year's double eleven orders increased by 25%, and all were packed in cartons.

The same data was also supported by two other packers. A person who made a package of agricultural e-commerce said that this year's double eleven packaging orders increased by 50% and cartons increased by 50%. A person who made Yixing teapot said that this year is still very hot. Last year, it made 200,000 boxes, and this year it is expected to reach 400,000.

Then share a few fascinating quotes:

There are indications that this year's double eleven packaging market has been exhausted.

Due to the “upgrading of the consumption concept”, it seems that more and more commercial households can not afford relatively expensive carton packaging, and only a fraction of the cost, or even one tenth of the plastic packaging, greatly reduces the packaging. GDP of the industry. Moreover, it is frustrating that many cartons used by stores are recycled from waste paper vendors. There are also many brand merchants that support physical store pick-ups, which also reduces the number of outer packaging.

From the aspect of freight, it further proves that the market is not hot. A packaged area netizen revealed that: X-Express Express Guangzhou Guangdong Sorting Center, at this time of the year, all of the trucks were stopped at the X-Link main department waiting to enter the loading, and now there is no car. I saw a bunch of X-truck drivers last night and night and said that this year's business was very poor.

A group of friends in the packaging zone of Jinhua, Zhejiang Province said: In the past years, the express delivery was in the reserve vehicle for tomorrow, but from the picture of Jinhua Xtong headquarters above, it is very different from last year. In the past, the trucks were all packaged by express delivery, but Now the truck driver is still working around.

Another group of friends in Chengdu's packaging zone provided a similar message: I gave everyone a real experience. In the past years, our bubble packaging began to be very tight at the time of 11.3, and the express delivery was not allowed. This year, the social express notice was not issued until the 9th, and some postal services only notified us today that it does not foam. There are still some postal companies that have not stopped our shipments this year, and they are still shipping today, which is incredible.

It seems that after the upgrade of consumption, the gangsters have become rational, and they have not seen the 20-30% promotion. After all, they can save 20%, and they can save 100% without picking up their hands.

Then the problem is coming. Is it hard to ask for a box of cardboard boxes? Will the original paper increase the price?

In general, express packaging is mainly divided into plastic packaging and paper packaging. The raw materials for plastic packaging come from oil, and the pricing power is in the hands of the US emperor and has recently fallen into a dog. Therefore, plastic packaging is forcibly able to become the mainstay of this wave of express packaging, and will not increase the price.

As with iron ore, coal, steel, cement, etc., the raw materials for packaging paper and pulp, the pricing power is firmly controlled by China's paper giants, and in recent days has set off a new wave of price increases. But unfortunately, due to the overdraft of export packaging and the continued weakness of domestic demand, this wave of double-eleven orders may not be able to form a peak. Therefore, the base paper may rise slightly, but it is impossible to make a big rise.

Responsible editor: Ge

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