快递价格战现8角发全国 快递员派12000票才拿9000元 多省启动“反内卷”涨价

Core Insights - The express delivery industry in China has seen a significant increase in volume, with a total of 956.4 billion packages delivered in the first half of the year, representing a year-on-year growth of 19.3%. However, the average price per package has dropped to 7.5 yuan, leading to extreme low pricing in some regions, such as "0.8 yuan for nationwide delivery" [1][1][1] Industry Overview - Many express delivery companies, including Yunda and YTO, are facing a dilemma of "increased revenue without increased profit," as daily losses in some Shenzhen outlets reach thousands of yuan. This has resulted in a decline in income for delivery personnel despite increased package delivery volume [1][1][1] Price Adjustment Initiatives - Starting in August, over ten provinces, including Guangdong, have initiated price adjustments to combat the "involution" in the industry, leading to a slight increase in delivery fees. This has placed significant pressure on low-cost e-commerce merchants, with some businesses experiencing an increase in operational costs by 1,500 yuan [1][1][1] Shift in Competitive Strategy - The industry is transitioning from a price war to a focus on differentiated services, introducing new offerings such as scheduled deliveries and smart devices. Analysts suggest that the "anti-involution" measures are not about eliminating competition but rather about promoting reasonable price recovery, ensuring the legal rights of delivery personnel, and enhancing delivery quality [1][1][1]