快递“反内卷”价格上涨，民航的“票价内卷”怎样了｜姗言两语

Group 1 - The core issue of "price internal competition" in the express delivery and civil aviation industries has drawn attention from regulatory authorities, leading to calls for price stabilization and fair competition [2][3] - In the express delivery sector, companies like YTO Express, Yunda, and Shentong have reported an increase in single ticket revenue in August, reflecting the impact of recent price hikes initiated by various delivery networks [2] - The civil aviation industry is experiencing a similar trend, with the Civil Aviation Administration of China (CAAC) noting that excessive low pricing and capacity deployment have resulted in low profitability despite market growth [3][5] Group 2 - The CAAC is currently collecting data from airlines to assess cost structures on different routes, which will inform future regulations on market pricing and dynamic monitoring of ticket prices [3] - Airlines are reportedly engaging in price wars, with some offering low-priced tickets during off-peak times, leading to a cycle of price reductions among competitors [4] - The civil aviation sector faces greater challenges in curbing price competition compared to the express delivery industry, due to the presence of 65 passenger airlines competing for market share and the ongoing issue of excess capacity [5] Group 3 - There is a suggestion that establishing a mechanism for the exit of underperforming airlines could help alleviate price competition, as many airlines have been operating at a loss since the pandemic without exiting the market [5] - The value of airline licenses in China has increased due to the lack of new airline approvals, making it difficult for struggling airlines to exit the market [5] - Airlines need to shift from a growth model based on capacity and resource input to one that focuses on understanding diverse passenger needs and innovating their service offerings [5]