智能技术成快递业发展重要驱动力

Core Insights - During the "14th Five-Year Plan" period, China's express delivery volume is expected to grow from 108.3 billion pieces in 2021 to 175 billion pieces by 2024, leading the global market [1] - The daily average collection of express parcels exceeds 500 million, driven by efficient resource allocation and technological advancements such as AI and "unmanned" technologies [1] Group 1: Industry Growth Factors - The rapid growth of China's express delivery volume is attributed to the dual push from the digital consumption wave and supply chain transformation [2] - Online shopping is penetrating rural areas, making e-commerce an irreversible habit for consumers [2] - Supply-side structural reforms are providing new momentum for the express delivery industry, simplifying the logistics process as goods shift from traditional channels to express networks [2] Group 2: Government and Regulatory Support - The State Post Bureau emphasizes strengthening industry regulation and improving market rules to combat "involution" competition and enhance service quality [2] - Recent price increases in express delivery services in provinces like Zhejiang, Fujian, and Guangdong are part of ongoing efforts to improve profit margins and industry conditions [2] Group 3: Adoption of Intelligent Technologies - Logistics companies are embracing digital transformation through technological innovation to drive high-quality development [3] - Shentong Express reported a 21.23% year-on-year increase in automated sorting equipment, with significant investments in automation for end-point delivery [3] - Yunda Holdings has expanded its network with numerous new hubs and is deploying drones and unmanned vehicles for delivery across multiple regions [3] Group 4: Investment in Sustainable Practices - SF Express plans to deploy nearly 9,000 new energy vehicles in 2024, aiming for a total of over 40,000 vehicles by the end of the year, covering 253 cities [4] - The company is also exploring the formation of intelligent driving teams to enhance operational efficiency [4] - The integration of AI and advancements in drone and unmanned vehicle technology are expected to further drive the industry's technological upgrades and create a positive cycle [4]