告别“八毛发全国”，快递业迎来涨价潮

Core Viewpoint - The increase in express delivery fees is expected to alleviate the loss pressure on companies and improve the long-standing "price war" in the industry [1][5] Summary by Sections Price Increase Trends - The trend of increasing express delivery fees continues, with regions such as Hubei, Tianjin, Shandong, and Liaoning recently announcing fee hikes, following earlier adjustments in Zhejiang and Guangdong [2] - In Heilongjiang, major express brands announced price increases effective September 20, aimed at rationalizing competition and addressing cost issues [2] Impact on Operations - One express outlet in Yiwu reported significant improvements in its financial situation following the fee increase, with losses previously reaching tens of thousands per month now showing signs of recovery [7] - The outlet's cash flow has improved, with a potential increase of 1 million in liquidity for large outlets if prices rise by 0.1 yuan per package [7] Customer Reactions - The outlet manager noted that if all brands uniformly adjust prices nationwide, customer acceptance would likely be high [9] - Despite some instances of outlets offering rebates to retain customers, the overall market remains stable, with 90% of clients reportedly unaffected by the price hikes [11] Industry Dynamics - The price adjustments are being coordinated by the postal administration, with all express brands participating, indicating a collective effort to stabilize the market [10] - The increase in fees is seen as a necessary step to enhance the survival and self-sustaining capabilities of outlets, as well as to improve the welfare of frontline workers [10] Future Outlook - Experts predict that the price increases will continue, with a potential nationwide implementation around the National Day holiday, leading to a shift from price competition to value competition in the industry [12][13] - The top eight express companies now hold an 85% market share, indicating a move towards industry consolidation and optimization [12][13]