上半年快递业有力服务消费品以旧换新，支撑网上零售额增长8.5%——以旧换新激活快递物流新动能

Core Insights - The "Two New" policy is enhancing the development opportunities for the express delivery industry, particularly in the context of the "old-for-new" consumption model, which is being supported by the expansion of domestic demand strategies [1][2][7] Group 1: Industry Trends - The express delivery sector is evolving from one-way delivery to a dual fulfillment model, integrating delivery and installation services, which enhances customer experience [3][9] - The introduction of new technologies and service models is crucial for meeting the demands of the "old-for-new" policy, with significant growth in logistics efficiency and service capabilities [4][5][8] Group 2: Business Growth - The express delivery industry has seen a substantial increase in business volume, with a reported 20% year-on-year growth in delivery volume for major companies like SF Express [7] - The "old-for-new" service has led to a 150% year-on-year increase in large appliance orders, indicating a strong market response to the policy [7][10] Group 3: Technological Integration - Companies are leveraging AI and data verification technologies to ensure the authenticity of subsidies and improve the customer signing experience, which has contributed to an 8.5% increase in online retail sales [5][6] - The establishment of a one-stop service model for "old-for-new" exchanges has streamlined the process, significantly enhancing customer satisfaction and operational efficiency [10][11] Group 4: Future Directions - The industry is encouraged to further optimize service networks and technology applications to support the ongoing expansion of the "old-for-new" initiative [11][12] - There is a push for enhanced collaboration between government and enterprises to facilitate the upgrade of "old-for-new" services, ensuring a more sustainable and efficient logistics framework [8][12]