再无“8毛包邮全国”，小商家月增万元成本

Core Viewpoint - The recent increase in express delivery fees in key e-commerce regions like Guangdong and Zhejiang is causing significant anxiety among small e-commerce businesses, as it directly impacts their profit margins and pricing strategies [1][2][3]. Summary by Sections Impact on Small E-commerce Businesses - Many small e-commerce merchants are feeling the pressure from the increase in delivery fees, with some reporting that even a small increase of 0.1 yuan can significantly erode their profits [3][5]. - For instance, a small business owner in Guangzhou noted that a 0.4 yuan increase in delivery fees has led to a 3% drop in profit margins, which is critical for low-margin products priced around 9.99 yuan [6][8]. - Another seller in Dongguan reported a more severe increase of 0.7 yuan per order, resulting in an additional monthly cost exceeding 12,000 yuan, effectively halving her monthly profit [8][9]. Cost Management Strategies - In response to rising costs, small merchants are seeking ways to cut expenses, such as switching to generic packaging and eliminating promotional discounts [9][10]. - The inability to pass on costs to consumers due to price sensitivity in the low-cost product segment is forcing these businesses to absorb the increased delivery fees [4][9]. Industry Context and Trends - The express delivery industry in Guangdong handled 42.5 billion packages last year, accounting for 24% of the national total, with a revenue of 304 billion yuan [12]. - Despite the increase in delivery fees, many express delivery workers have not seen a corresponding rise in their compensation, as their income remains tied to the volume of deliveries and service commissions [19]. - The current trend of rising delivery fees is seen as a response to the long-standing issue of "internal competition" within the industry, which has led to unsustainable pricing practices [20][24]. Future Outlook - Experts suggest that the recent price adjustments may signal a shift from a low-price competition model to one focused on service quality, potentially leading to further price increases in the future [24]. - The industry may undergo consolidation, with weaker players exiting the market, which could enhance overall market stability and profitability [24].