Zhong Guo Zheng Quan Bao·2025-09-22 20:15Core Viewpoint - The domestic express delivery industry is shifting from price competition to service value, with multiple companies announcing price increases in various regions since mid-September [1][2][3]. Price Adjustments - Major express companies such as Zhongtong, Yuantong, Yunda, and Jitu have announced price increases starting September 22 in Shanghai, following similar announcements in Liaoning and other regions [2][3]. - The overall price increase ranges from 0.1 to 0.4 yuan per order, with some areas setting minimum prices for deliveries [2]. - This price adjustment follows earlier increases in Guangdong and Zhejiang, where the minimum price was raised by 0.4 yuan, and further increases are expected before the "Double Eleven" shopping festival [2][3]. Industry Trends - Over 10 regions have initiated "anti-involution" actions, indicating a trend from core e-commerce areas to central and northeastern regions [3]. - The National Postal Administration reported that in the first half of 2025, the total express delivery volume reached 956.4 billion pieces, a year-on-year increase of 19.3%, while revenue reached 718.78 billion yuan, up 10.1% [3]. Market Stability - Despite the price increases, the overall volume of deliveries remains stable, with companies reporting improved revenues [4]. - The express delivery market is expected to see a gradual implementation of price increases based on local conditions, with minimal impact on clients [4]. Service Value Enhancement - Companies are focusing on enhancing service quality and employee welfare to shift the competitive focus from price to value [5][6]. - The industry is encouraged to move away from a reliance on low prices and adopt a more balanced approach to competition, supported by regulatory frameworks [5][6].