每天400万单，顺丰就这么不要了？京东和三通一达接盘抖音退货！

毒sir财经2025-12-26

最近，顺丰退出抖音退货业务的事，引起了业内震动。不了解的网友可能会说，这不就是两家公司解除合作嘛？这种事也值得这么多人关注？事实上，其中的内情并非表面上这么简单。要知道，抖音的退货业务占据全国退货业务的10%-20%，每天大概有几百万个退货单子，体量巨大。别人争着抢着都希望能拿到这块肥肉，顺丰竟然主动放弃了？这究竟是顺丰家大业大看不上这些钱了？还是它“以退为进”的商业计谋？一直以来，顺丰和抖音的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226202402a6d2b29a&s=b><strong>毒sir财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近，顺丰退出抖音退货业务的事，引起了业内震动。不了解的网友可能会说，这不就是两家公司解除合作嘛？这种事也值得这么多人关注？事实上，其中的内情并非表面上这么简单。要知道，抖音的退货业务占据全国退货业务的10%-20%，每天大概有几百万个退货单子，体量巨大。别人争着抢着都希望能拿到这块肥肉，顺丰竟然主动放弃了？这究竟是顺丰家大业大看不上这些钱了？还是它“以退为进”的商业计谋？一直以来，顺丰和抖音的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226202402a6d2b29a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0370786039.SGD","symbol_name":"Fidelity Greater China 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JD.com and Santong Yida take over the order and Douyin returns the product!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"06936":0.9,"002352":1.95,"JD":1.87,"09618":1.87},"content_text":"最近，顺丰退出抖音退货业务的事，引起了业内震动。不了解的网友可能会说，这不就是两家公司解除合作嘛？这种事也值得这么多人关注？事实上，其中的内情并非表面上这么简单。要知道，抖音的退货业务占据全国退货业务的10%-20%，每天大概有几百万个退货单子，体量巨大。别人争着抢着都希望能拿到这块肥肉，顺丰竟然主动放弃了？这究竟是顺丰家大业大看不上这些钱了？还是它“以退为进”的商业计谋？一直以来，顺丰和抖音的合作其实十分融洽。因为抖音对退货的时效、满意率等都有严格要求，具体一点，就是要做到“五分钟首次响应，一小时内核销取件码，当天班次发货”。顺丰作为业内龙头，其直营模式和精准调度一直有口皆碑，之前和抖音合作的退货业务满意率高达95%。足以见得，这个业务顺丰做的是非常好的。如今顺丰退出，等着接盘的是中通、申通、圆通、邮政和京东，未来将分别负责不同区域的退货业务。如果抖音还是按照之前的严格要求，三通一达加上京东、邮政，真的能延续顺丰的满意率吗？远的不说，就单单退货上门取件这个最基本的小事，三通一达都未必能做得到，更别提还有严格的时效限制了。究其原因，就是因为三通一达的商业模式和顺丰有着巨大的差别。顺丰最大的优势是又快又可靠，既能保证时效性，又能给予完美的服务体验。这也是为什么，一旦涉及到限时送达的快递，人们第一个想到的一定是顺丰。而三通一达最大的优势，或者说唯一的优势，就是便宜。为了便宜，他们的快递员一次性可以送几十个快递，一个人可以负责一整个区域的快递业务。而抖音退货业务要求的“随时响应，高频次”的上门服务，完全打破了三通一达一直以来高效率、低成本的运营模式。让习惯了一次性送几十个快递的小哥，为了一个退货件专门上门一趟，在当下的结构框架下，确实很难实现。在这件事曝出之后，就有三通一达的小哥吐槽：钱少事儿多，一个件挣不了一块，超时罚两百，“狗”才干！至于京东，在国内的快递业务体系中，京东确实是唯一一家可以和顺丰掰掰手腕的，但是京东快递是依附于京东商城存在的。在618、双十一等节日大促时，京东快递的物流运力，必然是首先供给自家商城。而这样的大促期间，又是电商快递退货的高峰期，京东物流能否在兼顾自家的同时，完美完成抖音的退货业务？这里还要打一个问号。此外，京东快递之所以发货快，背靠的是遍及全国的自营仓和高效的仓储体系。如今抖音的退货业务，完全脱离了京东的自营仓，发货与退货也是完全不同的逻辑。在这样的背景下，京东还能否保持自己的优势？还是得打一个问号。其实说到这，不难看出，对于抖音退货的要求，国内能完美承接这个业务的，说不定真的只有顺丰一家。这也是为什么，之前抖音只和顺丰合作的原因。既然如此，顺丰为什么好端端的撂挑子不干了？业内推测，这其中有两大因素。第一个因素，就是顺丰自身的发展规划，今年前三季度顺丰的营收超过了2250亿元，净利润达到了83亿多，业务量更是增长了33.4%，数据远超其他同行。哪些是盈利点，哪些是收支平衡甚至亏损点，顺丰肯定要基于全盘考虑。抖音退货确实业务体量巨大，但是“忙”，不等于“赚钱”。毕竟连三通一达的外卖员都说抖音退货“钱多事少”，顺丰又怎么会不知道？所以如今的顺丰，将目光放到了综合供应链和跨境物流这样高附加值的产业上，即便和抖音合作，也是在同城即时达和生鲜次日达这样的“高端”项目上合作。第二个因素则是抖音方面，由于电商业务越做越大，任何一个环节降本增效，那都是一笔巨款。降低物流成本，肯定也是其中之一。对于这次终止合作，顺丰表示，合同到期就没再续。一个是已经觉得鸡肋味同嚼蜡，另一个如果还想压价，那可不就算了，这蜡谁爱嚼谁拿走吧。对于顺丰来说，这本就是个不怎么赚钱的业务，扔了也就扔了。对于抖音来说，从顺丰换到三通一达，物流成本又可以下降一大截。对于三通一达来说，平白无故得了个这么大的“蛋糕”，虽然单价不算高，但架不住规模大，或许总体营收也能可观。看起来这是个三全其美的好事，那这场业务变动，谁受影响了？没错，买家。之前能享受顺丰的退货服务，现在变成了三通一达，服务水准是否能有保证？如果退货过程出现破损甚至丢件，又该如何定损？讲真，除了顺丰和京东，其他快递公司，评论区来说说，有没有丢过件的？未来，三通一达连着京东，到底是能把这项业务越办越好，到底能交出一份怎样的答卷？有没有可能绕了一圈，最后退货业务还得找顺丰合作？当然，物流方面抖音也在摸索。但是物流毕竟是重资产，搭建一个完全独立、覆盖全国都自营物流网络，绝对不是一朝一夕的事情。之前抖音尝试的“音需达”，2022年1月启动测试，2022年9月正式上线。音需达已经算是轻资产了，因为这是联合了三通一达顺丰京东，共同推广的服务，最终还是在2025年4月全面下线。京东物流也是用了16年才实现盈利，抖音肯定不想背着这么重的财务包袱。菜鸟用的是另一种模式，通过平台整合三通一达等快递公司，强化战略协同，同时在重点城市布局自营仓储网络。属于“平台整合”与“重资产自建”，未来是打算做成全球化的物流公司。目前来看，菜鸟的全球化业务营收已经超过了来自阿里的业务收入。抖音是否会摸索出一条适合自己的特色化物流路径，让我们拭目以待吧！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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/2594290335","isCrawlerRequest":true}