广东快递反内卷开启新一波涨价：单票成本不得低于1.4元

Core Viewpoint - The express delivery industry is experiencing a new round of price increases, with the base price in Guangdong province raised to 1.4 yuan per ticket starting August 4, 2023, in response to ongoing "involution" competition and regulatory pressures [1][2][3]. Group 1: Price Adjustments - The base price for express delivery in Guangdong has been adjusted to not be lower than 1.4 yuan per ticket, with penalties for non-compliance [1]. - Major express companies, including the "Tongda system," have begun implementing price increases, particularly for special items weighing 0.1 kg, with increases ranging from 0.4 to 0.5 yuan [1][3]. - The price adjustment comes after a period of declining prices, where some companies reported monthly ticket prices dropping below 2 yuan [1][7]. Group 2: Industry Context - The express delivery sector has been plagued by "low-price competition," leading to reduced profit margins for delivery points and lower service quality [3][4]. - Regulatory bodies have emphasized the need to address "involution" and low-price competition, with recent meetings highlighting the importance of maintaining a healthy market order [2][5]. - The central government has initiated measures to combat low-price competition, aiming to guide companies towards rational pricing and improved service quality [2][6]. Group 3: Market Dynamics - The express delivery market is heavily influenced by e-commerce, with companies historically lowering prices to gain market share, resulting in a vicious cycle of reduced profits and service quality [3][4]. - Recent data indicates that the average ticket price for express delivery has been declining, with a reported 4% decrease year-on-year in 2023 [6][7]. - The industry is expected to see a shift from price competition to value competition, driven by regulatory support and a focus on service quality [7].