经济聚焦｜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" policy, which enhances service capabilities and optimizes logistics networks as part of the broader strategy to expand domestic demand [1][6]. Group 1: Service Model Evolution - The express delivery service is transitioning from one-way delivery to a dual fulfillment model, integrating delivery and installation services [2]. - New technologies are being applied in small parcel delivery, enhancing efficiency and customer experience during the "old for new" process [3][4]. - The introduction of a verification step in the delivery process is crucial for ensuring the authenticity of subsidies and improving customer satisfaction [4]. 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 significant growth in delivery volumes [6]. - In 2023, major express companies reported over 20% year-on-year growth in delivery volumes, with specific categories like large home appliances seeing a 150% increase in orders [6][7]. Group 3: Supply Chain and Logistics Innovation - The express delivery industry is focusing on enhancing supply chain capabilities to facilitate seamless "old for new" transactions [10][11]. - Companies are developing reverse logistics models to improve the efficiency of old product collection and new product delivery, significantly reducing turnaround times [10]. - The establishment of centralized processing warehouses is being prioritized to streamline the recycling and disposal of old appliances [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 [12]. - There is a push for the adoption of recyclable packaging and the development of industry standards for reverse logistics to promote high-quality growth in the sector [12].