Core Viewpoint - The express delivery prices in Shanghai are set to increase starting September 22, 2025, as part of a broader industry effort to combat "involution" and stabilize market conditions [1][4]. Group 1: Price Adjustments - Major express companies including "Shunfeng, YTO, ZTO, and JD" have announced price increases in Shanghai, following similar trends in Guangdong and Zhejiang [1]. - The price increase in Shanghai is expected to be modest, with previous adjustments in Guangdong seeing increases of 0.4 to 0.5 yuan, raising the average price to over 1.4 yuan [1][3]. - The adjustments are primarily aimed at low-priced e-commerce shipments, with minimal impact on personal delivery services [2][3]. Group 2: Industry Context - The express delivery industry has been experiencing intense price wars, leading to increased workloads for frontline staff without corresponding wage increases [2][6]. - The ongoing price competition has resulted in a disconnect between prices and costs, prompting regulatory bodies to intervene and promote price stabilization [4][6]. - The "反内卷" (anti-involution) policy has been emphasized by the State Post Bureau to curb unhealthy competition and improve service quality [4][6]. Group 3: Future Outlook - Companies are optimistic about the potential for price recovery and improved profitability as the anti-involution measures take effect across more regions [5][6]. - The industry is expected to shift towards value competition rather than price competition, with a focus on service upgrades and operational efficiency [6][7]. - Experts suggest that if price competition continues to escalate, it may lead to industry-wide interventions to ensure sustainability [7].
多家快递明起上调上海收件价格:主要针对低价电商件,个人收寄影响有限
Xin Lang Cai Jing·2025-09-21 05:57