广东、浙江部分地区上调快递费，快递业开始转向“以质取胜”

Core Viewpoint - The express delivery industry is shifting from a "price-for-volume" model to a "quality-for-success" approach, as regions in Guangdong and Zhejiang have recently raised delivery fees to combat ongoing price wars and improve service quality [1][2][3]. Group 1: Price Adjustment and Industry Response - Delivery fees in certain areas of Guangdong and Zhejiang have been increased, primarily affecting e-commerce clients, while individual consumers remain unaffected [1]. - The price adjustments are expected to enhance the income of delivery personnel and stabilize the industry, providing a positive impact on overall operations [1]. - The national postal authority has called for a unified price increase across the industry to counteract "involution" and promote rational pricing, aiming to reduce unhealthy competition and protect the rights of workers [2]. Group 2: Market Dynamics and Future Trends - The ongoing price war has placed significant pressure on express delivery companies, with some experiencing cash flow challenges [2]. - Experts predict that the price increases will likely spread to other regions, and the traditional "free shipping" model may also undergo changes [2][3]. - The industry is expected to see consolidation, mergers, and exits of some players, leading to increased market concentration and a focus on enhancing service quality and operational efficiency [2][3]. Group 3: Challenges and Opportunities - The express delivery sector is facing severe "volume-price" discrepancies, with intense competition leading to overcapacity and operational inefficiencies [3]. - There is a pressing need to improve the compensation and support mechanisms for delivery personnel, as their income and payment standards are currently imbalanced [3]. - The key to reversing the trend of "involution" lies in changing the competitive logic of the industry, emphasizing quality over price [3].