连续5年破千亿！快递业务再提速彰显巨大消费潜能

Core Insights - The express delivery business in China has surpassed 1 trillion packages as of July 9, 2023, achieving this milestone 35 days earlier than in 2024, marking the fifth consecutive year of exceeding this threshold, indicating the stability and sustainability of the industry [2] - The rapid achievement of the 1 trillion package target is supported by effective policies aimed at expanding domestic demand and promoting consumption, with a notable example being a used air conditioner sent from Zhongshan, Guangdong to Changzhou, Jiangsu, highlighting the effectiveness of the consumption upgrade policy [2] - The "14th Five-Year Plan" has facilitated sustained growth in the postal and express delivery sector, with the government enhancing the scope and efficiency of the appliance replacement subsidy policy [2] Industry Developments - The e-commerce sector's robust growth serves as a core driver for the high growth in express delivery volumes, with companies like SF Express upgrading their delivery capabilities to align with national policies on home appliances and digital products [2] - New consumption trends, such as the growth of trendy toys, are providing additional growth opportunities for the express delivery industry, with the trendy toy industry expected to reach a total value of 110.1 billion yuan by 2026, growing at an average annual rate of over 20% [3] - The express delivery market in China has shown continuous prosperity this year, with an average monthly volume exceeding 13 billion packages and average monthly revenue surpassing 100 billion yuan, both setting historical highs [5]