顺丰退出抖音电商退货业务京东与三通一达能否接得住？

GPLP犀牛财经2025-12-25

近日，顺丰终止与抖音电商的退货业务合作，且未参与2026年该业务，引发行业广泛关注，抖音电商退货履约服务已逐步由京东物流、中通、圆通等企业承接。对此，顺丰官方回应称，此次合作终止系合同自然到期，属于正常商业行为，双方合作期间沟通良好。双方早期情投意合，源于抖音对服务品质的严苛要求与顺丰高端服务能力的精准匹配。随着合作深入，双方核心诉求逐渐背离。顺丰近年来推进“增益计划”，重点聚焦负毛利客户，即每单...

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Can JD.com and Santong Yida take it?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"002352":1.95,"09618":0.9,"JD":0.6,"02057":0.9,"02618":1.88},"content_text":"近日，顺丰终止与抖音电商的退货业务合作，且未参与2026年该业务，引发行业广泛关注，抖音电商退货履约服务已逐步由京东物流、中通、圆通等企业承接。对此，顺丰官方回应称，此次合作终止系合同自然到期，属于正常商业行为，双方合作期间沟通良好。双方早期情投意合，源于抖音对服务品质的严苛要求与顺丰高端服务能力的精准匹配。随着合作深入，双方核心诉求逐渐背离。顺丰近年来推进“增益计划”，重点聚焦负毛利客户，即每单派送均产生亏损的业务。业绩方面，顺丰2025年三季度营收为784.0亿元，同比增长8.2%；归母净利润却同比下降8.53%，扣非净利润更是下滑14.17%，属于典型的增收不增利。反观抖音，随着电商业务规模变大，对成本的敏感度逐渐攀升。抖音为维持其在激烈电商竞争中的价格优势，持续优化电商退货成本，这恰巧与顺丰在下半年实施的、旨在提升整体毛利率和严格筛选客户的“增益计划”形成错位。一位顺丰员工透露，顺丰让出的这部分市场虽被京东物流及“三通一达”等企业“分食”，但这块“蛋糕”并非易啃，接手者同样面临诸多挑战。电退件对时效性和服务方面的要求很高，各个环节均需快速响应。对于中通、圆通等加盟制快递企业而言，其核心优势在于正向件的低成本大规模派送，末端网点及快递员的工作重心围绕派送展开，并从中获取微薄的派费。而抖音退货业务，需要实现“一小时内核销取件码”，快递员则需要放下正在进行的派送快件，然后专程上门取件，这或将打乱自身已有的低成本运营节奏，对其现有运营模式构成不小考验。再就是京东物流，尽管其拥有直营模式带来的服务稳定性，但在抖音退货业务中也存在明显短板。其引以为傲的仓配一体优势难以发挥，末端运力不足的问题凸显，且在电商大促等高峰期，需优先保障自家平台订单履约，抖音退货业务的优先级很有可能大幅降低，或将影响服务时效。此外，抖音电商海量退货订单不仅增加了物流分拣压力，还易引发包装破损、理赔纠纷等问题，进一步提升了运营难度。业内人士分析，此次业务变动已对商家和消费者产生直接影响，习惯了顺丰高效服务的消费者，可能面临取件时效拉长、服务标准参差不齐的情况，尤其在下沉市场，上门取件响应速度或受明显影响。对抖音商家而言，若未能与新承运商达成集采协议，单票退货运费上涨可能增加经营成本，而不同快递的服务差异还可能导致签收延迟、包裹破损等问题。这场格局洗牌将推动逆向物流行业在服务标准化、成本优化等方面加速升级，但接手企业能否扛住压力满足平台与用户的双重期待，仍需时间检验。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2594282300","isCrawlerRequest":true}

顺丰退出抖音电商退货业务 京东与三通一达能否接得住？

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顺丰退出抖音电商退货业务京东与三通一达能否接得住？