快递企业开始放弃低价竞争策略

Core Viewpoint - The express delivery industry is shifting from low-price competition to high-quality development, with various regional associations advocating for the cessation of "involution" competition and promoting reasonable profit margins for sustainable growth [1][2]. Group 1: Industry Trends - Multiple express delivery associations in regions like Beijing and Fujian have issued statements against low-price competition, urging companies to focus on value creation and innovation [1]. - The State Post Bureau reported that in July, the postal industry's business revenue reached 1449.8 billion yuan, with express delivery revenue at 1206.4 billion yuan, reflecting a year-on-year growth of 8.6% and 8.9% respectively [2]. - Despite the growth in business volume, companies like Shentong Express, Yunda Holdings, and YTO Express reported declines in single-ticket revenue, indicating a significant issue with "volume-price" inversion and overcapacity in the industry [2]. Group 2: Price Adjustments - The express delivery sector has begun to implement price increases, with regions like Zhejiang and Guangdong raising their minimum price standards, indicating a move away from aggressive price competition [3]. - The price adjustments are seen as beneficial for companies, especially if the average price in Fujian rises to 1.4 yuan, which would enhance profitability [3]. Group 3: Profitability Outlook - As of mid-August, only Debon Logistics has released its performance forecast, indicating a revenue increase of over 10% but a significant drop in net profit due to pricing pressures [4]. - Industry experts predict that while revenue may increase, profitability will remain under pressure in the short term, but improvements are expected as the industry moves towards high-quality development [4]. Group 4: Technological Advancements - The introduction of unmanned delivery vehicles is gaining traction, with successful tests in regions like Tibet and deliveries in Hainan, showcasing the potential for cost savings and efficiency improvements [5]. - By 2025, the express delivery industry is expected to increasingly rely on advanced technologies such as AI, big data, and IoT to enhance operational efficiency, with automation and unmanned delivery becoming key trends [5].