“8角钱发全国”？“价格战”让快递行业陷入“内卷”泥潭

Core Viewpoint - The Chinese express delivery industry, while being the largest in the world, is facing severe challenges due to intense price wars leading to unsustainable competition and financial losses for many companies [1][11]. Industry Overview - In the first half of the year, the total express delivery volume in China reached 95.64 billion pieces, marking a year-on-year increase of 19.3% [11]. - Despite the growth in volume, the average price per delivery has dropped nearly 8% to 7.5 yuan, with some regions offering extreme low prices as low as 0.8 yuan for nationwide delivery [11]. Financial Impact - Many express delivery outlets, particularly in Shenzhen, are experiencing significant revenue declines despite increases in package volume, with some reporting revenue drops of 20% to 30% [7]. - For instance, one outlet reported an average daily loss of 5,000 to 8,000 yuan, leading to monthly losses of approximately 150,000 to 200,000 yuan [7]. Workforce Challenges - The ongoing price wars have resulted in high turnover rates among delivery personnel, with some workers leaving the industry for more stable jobs, such as food delivery [9]. - There are reports of staff shortages at some outlets, leading to backlogs in package deliveries [9].