广东、浙江部分地区上调快递费，快递业开始从“以价换量”转向“以质取胜”

Core Viewpoint - The ongoing price war in the express delivery industry is expected to be alleviated as some regions in Guangdong and Zhejiang have recently raised delivery fees, primarily affecting e-commerce clients while leaving individual consumers unaffected [1][2]. Group 1: Industry Changes - The price adjustments in Guangdong since August 5 aim to increase the income of delivery personnel and network points, contributing positively to industry stability [1]. - The National Postal Administration has called for a unified price increase among express delivery companies to combat "involution" and improve service quality [2]. - The price war has intensified this year, putting significant pressure on express delivery network operations and cash flow for some companies [2][3]. Group 2: Future Trends - The price increase is expected to be a trend across multiple regions, with potential changes to the free shipping mechanism in the express delivery sector [2]. - The industry is likely to see mergers, consolidations, and exits of some players, leading to increased concentration in the market [2]. - There will be a greater emphasis on technological investment and service optimization, alongside improvements in income and compensation mechanisms for delivery personnel [2][3]. Group 3: Competitive Landscape - The express delivery industry is currently experiencing a significant "volume-price" imbalance, exacerbated by intense competition among franchise-based companies [3]. - The key to reversing the "involution" trend lies in shifting the competitive logic from "price for volume" to "quality for success" [3].