以旧换新，激活快递物流新动能

Core Viewpoint - The express delivery industry is experiencing new opportunities for growth through the "old for new" consumption policy, which enhances service models and strengthens supply chain capabilities, as evidenced by the early achievement of delivering the 100 billionth express package in 2025, 35 days ahead of schedule compared to last year [1] Group 1: Service Model Evolution - The transition from one-way delivery to a dual fulfillment model, where new products are delivered and old ones are collected, reflects an upgrade in service capabilities [2][3] - The integration of delivery and installation services has become essential, requiring delivery personnel to possess multiple skills, including delivery, disassembly, and installation [3] - The introduction of a verification process during delivery ensures that subsidies for old-for-new exchanges are accurately distributed, enhancing customer experience and reducing return rates [4][5] Group 2: Business Growth and Demand - The expansion of the "old for new" policy has led to increased demand for home appliances and consumer electronics, driving a significant rise in delivery volumes [7] - In 2022, a major express delivery company reported over 20% year-on-year growth in cargo volume, with the "national subsidy" service covering a wide range of products and generating over 10 million new orders [7] - The proportion of large appliance orders related to "old for new" exchanges has exceeded 30%, with a year-on-year increase of 150% in the first half of the year [7] Group 3: Technological and Operational Innovations - The express delivery industry is shifting from low-value traditional services to high-value offerings, driven by the need for enhanced technical capabilities and service quality [8] - Companies are leveraging technology and efficient collaboration across the supply chain to support the growth of "old for new" services, with recommendations for optimizing integrated warehousing and distribution models [9][10] - The establishment of centralized processing warehouses for recycling and disposal is being implemented to streamline operations and improve the efficiency of the reverse logistics process [12][13] Group 4: Future Directions and Policy Support - The ongoing implementation of policies to stimulate domestic demand will require express delivery companies to further optimize their service networks and technological applications [14] - Future initiatives include enhancing urban networks and promoting the use of recyclable packaging in reverse logistics, aiming for high-quality industry development [14]