快递反内卷大幕拉开，“9块9全国包邮”要重新算账了

Core Viewpoint - The express delivery industry in China is undergoing a significant "anti-involution" movement, driven by government regulations and the need to stabilize pricing and service quality in the face of intense competition [2][3][5] Group 1: Background and Context - The phrase "8 mao fa quanguo" (0.8 yuan for nationwide delivery) symbolizes extreme low-price competition in the express delivery sector, which is now being phased out due to recent anti-involution efforts [2] - The central economic work conference in July 2023 emphasized the need to regulate "involutionary" competition across various industries, including express delivery [2][3] - The State Post Bureau has taken a firm stance against "involutionary" competition, aiming to improve service quality and contribute to a unified national market [2][4] Group 2: Regulatory Changes - Starting from July 18, 2023, the minimum price for express delivery in Yiwu, Zhejiang, was raised by 0.1 yuan to 1.2 yuan, with Guangdong following suit on August 4, 2023, increasing the minimum price to 1.4 yuan [2][10] - The new regulations are part of a broader legal framework, including the revised Anti-Unfair Competition Law and the Price Law, aimed at curbing harmful price competition [3][5] Group 3: Industry Dynamics - The express delivery industry has experienced a decline in average prices, with the average price dropping to 2 yuan in 2024, and prices in key areas like Yiwu and Guangdong falling below 1 yuan [6] - The industry faces overcapacity and intensified competition, exacerbated by a slowdown in e-commerce growth, leading to fierce customer resource competition [6][7] Group 4: Impact on Stakeholders - The current anti-involution measures are expected to primarily affect e-commerce clients' logistics costs rather than directly impacting end consumers [8][10] - The new pricing regulations are seen as a way to ensure that express delivery companies can maintain profitability while adhering to legal standards [11] Group 5: Future Outlook - The anti-involution movement is anticipated to expand nationwide, with other regions like Fujian, Jiangsu, Tianjin, Beijing, and Hebei expressing intentions to follow suit [11] - The focus on pricing regulation is just one aspect of the broader goal to avoid homogenized competition, with technology upgrades and service innovation being crucial for future growth [11]