前8月我国快递业务量同比增长17.8%——市场规模稳步拓展 区域发展更加均衡

Core Insights - The express delivery industry in China has shown significant growth, with a total of 1.282 billion packages delivered from January to August, representing a year-on-year increase of 17.8% [1] - In August alone, the express delivery volume reached 161.5 million packages, marking a 12.3% year-on-year growth [1] - The postal industry's total revenue for the same period reached 1.161 trillion yuan, up 7.8% year-on-year, with express delivery revenue at 958.37 billion yuan, reflecting a 9.2% increase [1] Industry Growth and Trends - The express delivery market is expanding steadily, supported by improved comprehensive capacity and enhanced integration with upstream and downstream industries, which is crucial for stable economic performance [1] - The arrival of the harvest season for specialty agricultural products has led to a steady increase in delivery volumes, particularly for fruits, seafood, and mushrooms [1] - The integration of express delivery with cultural, commercial, and tourism sectors has accelerated consumer activity, resulting in an average daily delivery volume exceeding 500 million packages [1] Capacity and Infrastructure Development - Major express companies have increased investments in air and high-speed rail transport resources, enhancing cold chain logistics capabilities to ensure timely delivery of local specialty products nationwide [1] - The adoption of autonomous vehicles and automated sorting machines has improved operational efficiency at delivery points, reducing sorting and delivery times for faster service [1] Regional Development - The express delivery business has become more balanced across regions, with the eastern, central, and western regions accounting for 71.4%, 19.4%, and 9.2% of total delivery volumes, respectively [2] - There has been a slight increase in the share of express delivery volume in the central and western regions compared to the previous year, with increases of 0.9 and 0.5 percentage points, respectively [2]