Core Insights - The express delivery industry in China has surpassed 100 billion packages as of July 9, 2023, achieving this milestone 35 days earlier than in 2024, indicating strong economic resilience and vitality [1] - The growth in express delivery volume is driven by the expansion of the consumer market, increasing e-commerce penetration, and the "scale economy" effect in the logistics sector [1][2] - The industry is experiencing a technological transformation with the integration of 5G, IoT, and AI, which enhances operational efficiency and supports green development initiatives [2] Group 1 - The express delivery sector is a key driver for consumption upgrades and economic growth in China, reflecting the robust development of the economy [1] - The rapid growth in express delivery volume is attributed to three main factors: the rise of new e-commerce formats (such as live-streaming and instant retail), activation of lower-tier markets, and technological advancements [1][2] - The first package to reach the 100 billion mark was a home air conditioner sent from Zhongshan, Guangdong to Changzhou, Jiangsu, showcasing the impact of the "old-for-new" policy on both the consumer market and the express delivery industry [2] Group 2 - The express delivery industry is adopting a "renewal + recycling" closed-loop logistics management system, covering the entire supply chain from manufacturing to recycling [3] - There is a noticeable acceleration in express delivery growth in central and western regions of China, with significant consumption potential remaining [3] - The industry is moving towards higher automation levels, with the use of drones and unmanned vehicles in some areas, while also improving service quality and stabilizing prices amid regulatory support for high-quality development [3]
政策、市场、技术多维共振 我国快递业务量较去年提前35天破千亿件
Zheng Quan Ri Bao·2025-07-10 16:13