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义乌、广东快递集体涨价,加盟商:“这次是来真的了
3 6 Ke·2025-08-18 07:14

Core Viewpoint - The express delivery industry is undergoing a significant transformation aimed at countering "involution" competition, with companies in regions like Guangdong and Zhejiang announcing price increases to promote rational development [1][3][11]. Group 1: Price Adjustments - Starting from August 5, 2025, express delivery companies in Guangdong will adjust their pricing standards, with a minimum price set at 1.4 yuan per ticket [1][3]. - In July, the Yiwu postal management authority mandated an increase in the minimum price for express delivery to 1.2 yuan, reflecting a broader trend of price hikes in key logistics areas [1][3]. - Reports indicate that the price increase in Guangdong has been confirmed by multiple leading express companies, with adjustments primarily affecting low-weight packages [3][4]. Group 2: Market Dynamics - The express delivery sector has seen a 20.1% increase in business volume in the first five months of 2025, but the average price per ticket has dropped by 8.2% to 7.5 yuan, indicating a "volume increase, price drop" trend [7][10]. - Major express companies reported a decline in average revenue per ticket in June 2025, with significant drops for companies like SF Express and Yunda [7][10]. - The competitive landscape has led to a challenging environment for franchisees and frontline workers, with profit margins being severely squeezed [8][10]. Group 3: Impact on E-commerce - E-commerce merchants are the first to feel the impact of the price increases, with reported hikes ranging from 0.2 to 1 yuan depending on the weight of the packages [6][13]. - Some e-commerce businesses are relocating their logistics operations to areas with lower express delivery costs to mitigate the impact of rising expenses [13][14]. - Merchants face limited options in response to increased logistics costs, as raising product prices could lead to decreased sales due to price sensitivity [14]. Group 4: Regulatory and Industry Response - The recent price adjustments are supported by regulatory measures aimed at preventing express companies from engaging in predatory pricing practices [4][11]. - Industry experts suggest that this round of price increases could mark a critical turning point for the express delivery sector, moving towards a more rational pricing model [11][14]. - There is a call for collaboration among e-commerce platforms, merchants, and express companies to establish a more sustainable pricing structure [14].