多地快递费上涨 广东、浙江大量电商公司成本增加

Core Viewpoint - Recent reports indicate a rise in express delivery fees across multiple regions, particularly in Guangdong and Zhejiang, which are major e-commerce hubs. This price increase is expected to exert direct cost pressure on e-commerce businesses [1] Group 1: Price Increase Details - Several express delivery companies in Guangdong have raised prices for e-commerce clients, with increases ranging from 0.3 to 0.7 yuan per order, establishing a minimum price of 1.4 yuan per order [1] - Guangdong is highlighted as a key area for this price adjustment, being the largest market for express delivery services and previously experiencing extremely low prices, such as 0.8 yuan for nationwide delivery [1] Group 2: Impact on E-commerce Businesses - A merchant in Guangdong reported that although the price increase per order is minimal, the large volume of orders results in an additional monthly cost of at least 30,000 yuan, which is challenging to pass on to consumers through price hikes [1] Group 3: Industry Trends - The express delivery industry has been engaged in a prolonged price war, with the average price per delivery dropping from 28.55 yuan in 2007 to 7.49 yuan by June of this year, according to data from the State Post Bureau [1] - Statistics from China Merchants Securities indicate that from January to May 2025, the national express delivery volume reached 788 billion pieces, a year-on-year increase of 20.1%, while the average price per delivery fell by 8.2% to 7.5 yuan, reflecting a trend of increasing volume but decreasing prices [1] Group 4: Regulatory Response - In response to ongoing "involution" within the industry, the State Post Bureau held a meeting with express delivery companies in July, expressing opposition to "involution-style" competition and emphasizing the need for enhanced regulation, improved market rules, and legal measures against malicious price competition to promote high-quality industry development [1]