快递费上调，广东浙江电商受影响大，部分商家月增成本3万

Core Viewpoint - Recent increases in express delivery fees across multiple regions in China, particularly in e-commerce dense areas like Guangdong and Zhejiang, have raised significant attention. This price adjustment is seen as a response to the long-standing issue of cutthroat competition within the industry [1][2]. Group 1: Price Adjustments - In Guangdong, the increase in express delivery fees ranges from 0.3 to 0.7 yuan per package, with a minimum price set at 1.4 yuan per order. This region has historically had low delivery prices, with extreme cases of 0.8 yuan for nationwide delivery [1]. - A YTO Express franchisee in Guangdong noted that prior to the price increase, the shipping cost could be as low as 0.9 yuan, but it has now risen by 0.5 yuan, marking a 55% increase [2]. - On August 5, Jitu Express and Zhongtong Express both announced price hikes of 0.3 yuan and 0.5 yuan respectively, citing the need to respond to the competitive landscape [4]. Group 2: Impact on E-commerce - E-commerce merchants in Guangdong reported that while the price increase may seem minor, it results in substantial additional monthly costs, with some businesses facing increases of tens of thousands of yuan in operational expenses [1]. - Merchants are cautious about raising product prices to offset increased shipping costs due to concerns that it may negatively impact sales volume [4]. Group 3: Industry Response and Future Outlook - The price hikes are part of a broader industry response to combat "involution" in competition, as highlighted in a meeting by the State Post Bureau in July, which aimed to promote healthy and stable development in the express delivery sector [1]. - Industry insiders believe that these price adjustments could help the express delivery sector move away from price wars, leading to improved service quality and competitiveness in the long run [4]. - While Guangdong is currently the focus of these price adjustments, there is uncertainty about whether similar changes will be implemented nationwide. However, ongoing regulatory efforts to address competitive practices suggest a trend towards more rational and stable pricing in the future [4].