3 6 Ke·2025-06-16 12:01Core Insights - The graduation season has become a competitive battleground for express delivery companies, with nearly 12.22 million graduates from around 3,000 universities creating significant demand for luggage delivery services [2][3] - Major players like SF Express and JD Logistics are aggressively marketing their services, offering discounts and special promotions to capture market share [2][5] Group 1: Market Dynamics - The demand for luggage delivery during graduation is driven by a consumer mindset cultivated by years of market education, making it a natural choice for students [3] - Companies are leveraging the graduation season as a critical business opportunity, especially during a traditionally slow period for the express delivery industry [9] Group 2: Competitive Strategies - SF Express has introduced a "first order starting at 0 yuan" promotion for certified student members, aiming to attract the "Z generation" entering the workforce [5] - JD Logistics has also been proactive, providing free packing materials and on-site services to graduates, indicating a strategic push to enhance brand presence among young consumers [7] Group 3: Operational Challenges - The rapid increase in demand has led to operational challenges, including the need for significant staffing and resource allocation to handle peak periods effectively [10][14] - Issues such as price transparency and service reliability have emerged, with reports of unexpected fees and service shortcomings affecting customer experience [12][14] Group 4: Economic Considerations - The competitive landscape has intensified, leading to price wars where delivery costs have dropped below 1 yuan per kilogram, impacting profitability for companies [12] - Companies are exploring strategies like exclusivity agreements with universities to secure profitable contracts, but the trend of multiple service providers per campus complicates this approach [12]