2025年7月份邮政行业运行情况

Core Insights - In July, the postal industry's business revenue (excluding direct operating income from Postal Savings Bank) reached 144.98 billion yuan, marking a year-on-year growth of 8.6% [1] - The express delivery business revenue amounted to 120.64 billion yuan in July, with a year-on-year increase of 8.9% [1] Revenue and Volume Summary - From January to July, the postal industry's cumulative business revenue totaled 1,018.07 billion yuan, reflecting a year-on-year growth of 8.3% [3] - Cumulative express delivery revenue for the same period reached 839.42 billion yuan, showing a year-on-year increase of 9.9% [3] - The total volume of postal delivery services from January to July was 122.3 billion pieces, up 16.2% year-on-year [3] - Express delivery volume for the same period was 112.05 billion pieces, with a year-on-year growth of 18.7% [3] Segment Analysis - In the first seven months, the cumulative volume of same-city express delivery reached 9.26 billion pieces, growing by 6.5% year-on-year [4] - The volume of intercity express delivery was 100.43 billion pieces, reflecting a significant year-on-year increase of 19.9% [4] - International/Hong Kong, Macau, and Taiwan express delivery volume reached 2.36 billion pieces, with a year-on-year growth of 19.2% [4] Market Share Dynamics - As of January to July, the shares of same-city, intercity, and international/Hong Kong, Macau, and Taiwan express delivery volumes were 8.3%, 89.6%, and 2.1%, respectively [7] - Compared to the same period last year, the share of same-city express delivery volume decreased by 0.9 percentage points, while intercity express delivery volume's share increased by 0.9 percentage points [7] Regional Performance - In the first seven months, the revenue share of express delivery in the eastern, central, and western regions was 74.0%, 15.5%, and 10.5%, respectively [9] - The volume share for these regions was 71.5%, 19.4%, and 9.1%, respectively [9] - The eastern region's revenue share decreased by 0.8 percentage points year-on-year, while the central and western regions saw increases of 0.5 and 0.3 percentage points, respectively [9] Industry Concentration - The concentration index CR8 for express and parcel service brands was 86.9, a slight decrease of 0.1 from the previous month [10]