宅配物流大塞車 黑貓:6/3前寄雙北竹桃低 - 股票

By Rebecca
at 2021-06-01T20:10
at 2021-06-01T20:10
Table of Contents
現在才想入場的最好考慮一下
這個純粹是資金題材炒作
基本面並沒有多少增強
本身跟宅配業者有大量合作
這批的確一般宅配業務大增
看起來好像有如航運一樣的爆發
但本質上其實完全不同
1.物流業者最大客戶是百貨公司
再來是企客
一般消費者只是小魚小蝦
而且配送效率很低
司機都極討厭送一般消費者
因為貨件少 配送路程長
送貨效率很低
司機薪水主要來自貨件運費抽成
送一趟大客戶可以抽500元甚至1000元
送一筆一般消費者8元
你送一天的一般消費者也抵不上一個大客戶
2.百貨公司跟企客
百貨公司別說了 這波直接死去
企客大概死一半
所以現在是一大堆個人消費者小客戶來補大客戶的缺額
3.根據我合作的貨運司機情報來源
他的薪水是來自底薪+配送運費抽成
我問他那這個月宅配量大增你暴賺了嗎
他說他們司機這個月幾乎工時都多兩三個小時
但普遍薪水還比之前少一點
因為大客戶都死去了
整天一直送宅配
根本送不了多少貨
司機薪水是運費抽成制
他們的薪水直接反映公司營收
4.本身是企客
運費企客以上階層通常一年一調
也沒有什麼付加費這種鬼東西
目前尚未接到有可能漲價.拒收.特別費用的通知
所以我個人猜測
現在很可能是在白忙
營收有可能會見光死
--
這個純粹是資金題材炒作
基本面並沒有多少增強
本身跟宅配業者有大量合作
這批的確一般宅配業務大增
看起來好像有如航運一樣的爆發
但本質上其實完全不同
1.物流業者最大客戶是百貨公司
再來是企客
一般消費者只是小魚小蝦
而且配送效率很低
司機都極討厭送一般消費者
因為貨件少 配送路程長
送貨效率很低
司機薪水主要來自貨件運費抽成
送一趟大客戶可以抽500元甚至1000元
送一筆一般消費者8元
你送一天的一般消費者也抵不上一個大客戶
2.百貨公司跟企客
百貨公司別說了 這波直接死去
企客大概死一半
所以現在是一大堆個人消費者小客戶來補大客戶的缺額
3.根據我合作的貨運司機情報來源
他的薪水是來自底薪+配送運費抽成
我問他那這個月宅配量大增你暴賺了嗎
他說他們司機這個月幾乎工時都多兩三個小時
但普遍薪水還比之前少一點
因為大客戶都死去了
整天一直送宅配
根本送不了多少貨
司機薪水是運費抽成制
他們的薪水直接反映公司營收
4.本身是企客
運費企客以上階層通常一年一調
也沒有什麼付加費這種鬼東西
目前尚未接到有可能漲價.拒收.特別費用的通知
所以我個人猜測
現在很可能是在白忙
營收有可能會見光死
--
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