快递涨价“连续剧”更新！上海收件价格上调 商家默默取消运费险

Core Viewpoint - The express delivery industry in China is experiencing a price increase driven by rising costs and policy changes, aiming to curb long-standing low-price competition and improve profitability [1][2][4]. Industry Overview - In the first eight months of the year, China's express delivery volume reached 128.2 billion pieces, a year-on-year increase of 17.8%, while revenue totaled 958.37 billion yuan, up 9.2% [3]. - Major express companies are shifting from a volume-driven strategy to prioritizing service quality and profitability due to increased operational costs [4][5]. Price Adjustment Trends - Major express companies, including Jitu, Zhongtong, and Yuantong, have raised prices in Shanghai by 0.2 to 0.4 yuan per order, following similar actions in Zhejiang and Guangdong [1][2]. - Price adjustments are primarily targeting low-cost orders below the cost price, while personal parcel rates remain unaffected [1][2]. Cost Pressures - The industry faces rising costs, including increased wages for delivery personnel and higher transportation and packaging expenses, leading to a squeeze on profit margins [4][6]. - The average price of express services has declined nearly 8% year-on-year, with companies like Yunda and Zhongtong reporting significant drops in per-order revenue [4][6]. Regional Price Variations - Price increases are more pronounced in e-commerce hubs like Guangdong and Zhejiang, while non-core regions maintain previous pricing strategies, potentially leading to market imbalances [5][6]. - The ability of franchise operators to set prices independently may undermine the effectiveness of price hikes initiated by headquarters [6]. Impact on Business Practices - The rise in express delivery fees has led to the cancellation of shipping insurance by some merchants, particularly in the apparel sector, which could affect return rates and overall sales [6][7]. - Analysts suggest that while price increases may improve profit margins, consumer sensitivity to price changes could impact overall delivery volumes [7].