2025年上半年我国快递市场规模保持高位

Core Insights - The express delivery industry in China is expected to exceed 700 billion yuan in revenue in the first half of the year, marking an 8.5% year-on-year growth [1] - The volume of express deliveries is projected to surpass 9.5 billion packages, reflecting a 19% increase compared to the previous year [1] - Daily average delivery volume is anticipated to exceed 520 million packages, achieving this milestone 18 days earlier than in 2024 [1] Industry Performance - The express delivery market continues to grow, driven by demands from live-streaming sales, holiday economies, and the recycling of consumer goods [1] - Significant growth in delivery volume was observed during holidays and major e-commerce promotions, with increases exceeding 20% compared to the same periods last year [1] - From June 16 to 22, the daily average delivery volume reached over 580 million packages [1] Regional Dynamics - The inter-regional express delivery volume in the first quarter totaled 40.5 billion packages, showing a 23.5% year-on-year increase, outpacing the industry growth rate by 1.9 percentage points [1] - The contribution of inter-regional deliveries to overall growth in the second quarter approached 95% [1] Service Enhancement and Future Outlook - The industry is focusing on improving service levels, enhancing capacity, and accelerating the development of smart, green, and international services [2] - The "express+" service model is being enriched to effectively support the release of online consumption vitality [2] - The industry is expected to see further development momentum in the second half of the year, with deepening industrial collaboration and increasingly rich service offerings [2]