{快递行业“反内卷”涨价潮起，低价包邮模式能否经受住考验？

Core Viewpoint - The recent increase in express delivery fees in Guangdong and Zhejiang is a response to the "involution" competition in the logistics industry, significantly impacting small e-commerce sellers' profitability and survival [3][4]. Group 1: Price Increase Impact - The express delivery fee in Guangdong was raised from 1.25 yuan to 1.7 yuan, which could reduce annual profits for small sellers by nearly half [1][3]. - In Yiwu, the minimum express delivery price was increased from 1.1 yuan to 1.2 yuan starting July 17, indicating a broader trend of price hikes across the industry [3]. Group 2: Historical Context and Competition - The logistics industry has experienced severe price wars, with delivery fees dropping to as low as 0.8 yuan due to aggressive competition, leading to a decline in revenue for major companies [3]. - In July, the average revenue per package for major express companies like Shentong, YTO, and Yunda fell by 1.50%, 7.20%, and 3.54% respectively, with SF Express seeing a decline of 14.02% [3]. Group 3: Small Seller Challenges - For small sellers like Wang Yifeng, the increase in delivery costs directly threatens their profit margins, with a potential 45% reduction in profit per item sold [4]. - Small sellers, lacking scale advantages, face the dilemma of either raising prices or sacrificing profits to remain competitive [4]. Group 4: Policy and Market Dynamics - The government's intention to regulate the logistics market may not be effective without a unified national pricing strategy, as businesses can relocate to avoid price increases [4]. - Experts suggest that merely raising prices will not resolve the underlying issues of "involution," and that companies need to pursue differentiated competition to escape price wars [4].