Core Viewpoint - The express delivery industry has been trapped in a "price-for-volume" competition, and it is time to pause this trend as price adjustments are being implemented to stabilize the market [1][2]. Group 1: Price Adjustment and Industry Response - Starting from August 5, the minimum price for express delivery in Guangdong Province has been raised by 0.4 yuan per ticket, bringing the average price to over 1.4 yuan, with an increase in delivery fees for grassroots outlets by 0.1 yuan per ticket [1]. - The new pricing policy requires that no express company can collect fees below the cost price of 1.4 yuan, primarily benefiting e-commerce customers with high delivery volumes [1][2]. - Industry insiders confirm that the price increase is already in effect, allowing businesses to at least break even after months of operating at a loss due to extremely low prices [1][2]. Group 2: Background of the Competition - The express delivery sector has been engaged in a "low-price for volume" competition, leading to reduced profit margins for grassroots outlets, low wages for delivery personnel, and poor service quality, creating a vicious cycle [2]. - Reports indicated that some delivery prices had dropped to as low as 0.85 yuan per ticket, with some businesses operating at a loss to maintain market share [2]. Group 3: Regulatory and Expert Insights - Since July, there has been a growing movement against "involution" in the express delivery industry, with the State Post Bureau emphasizing the need for stronger industry regulation and the establishment of market rules [3]. - Experts suggest that while the price increase will have a noticeable short-term impact on e-commerce deliveries, it is crucial to ensure that service quality improves alongside the price adjustments [4]. - Long-term benefits are expected for leading express companies that have not heavily engaged in price wars, as they possess greater operational flexibility and sustainable development strategies [4].
广东快递反内卷开启新一波调价:单票成本不得低于1.4元
Guang Zhou Ri Bao·2025-08-07 13:53