【时代风口】 “送新取旧”重塑快递行业价值链

Core Insights - The achievement of delivering the 100 billionth express delivery in China by 2025, 35 days ahead of schedule, highlights the rapid growth of the express delivery industry and the effectiveness of policies aimed at expanding the consumer market [1][2] - The transformation of express delivery services from simple transportation to integrated service models, including installation and recycling, reflects a significant upgrade in service capabilities and supply chain management [1][2] Industry Evolution - The "send new and take old" model addresses consumer demands and establishes a product lifecycle management system, driven by the government's "old-for-new" policy [2] - Companies like JD Logistics and SF Express are developing specialized teams and AI systems to enhance service capabilities, responding to the market's need for comprehensive service solutions [2] Service Model Transformation - The shift from traditional one-way delivery to a closed-loop ecosystem of "send new - recycle - dispose" signifies a deep integration of reverse logistics into the express delivery process [2] - The creation of platforms like SF Express's "Shun Recycling" combines reverse logistics with financial services, allowing consumers to receive immediate compensation for old products, thereby reconstructing the commercial credit system [2] Future Outlook - The express delivery industry is positioned as a vital link between production and consumption, with the "send new and take old" model representing not just a service evolution but a broader development philosophy [2] - Continuous technological innovation, improved institutional design, and enhanced ecological collaboration are essential for the green transformation of the express delivery industry [2]