快递“反内卷”价格上涨，民航的“票价内卷”怎样了

Group 1: Express Delivery Industry - A nationwide price increase in the express delivery industry has been initiated following notifications received by e-commerce merchants in Shanghai from multiple courier companies [1] - In August, the average revenue per package for major listed express companies showed an increase, with YTO Express at 2.15 yuan, Yunda at 1.92 yuan, Shentong at 2.06 yuan, and SF Express at 13.27 yuan, indicating a general rise compared to July [1] - The price increase is part of a broader "anti-involution" movement in the industry, which was discussed in a meeting held by the State Post Bureau on July 29, aimed at regulating "involutionary" competition among express companies [1] Group 2: Civil Aviation Industry - The civil aviation industry is also facing issues of "ticket price involution," prompting the Civil Aviation Administration to address excessive low pricing and overcapacity in the market [2] - Despite the ongoing efforts, there has not been a significant increase in ticket prices, with average domestic economy class ticket prices in July and August down 6.4% year-on-year and 8.6% compared to 2019 [2] - Some airlines are engaging in price undercutting by releasing low-priced tickets during off-peak times, leading to a competitive cycle of price reductions among carriers [3] Group 3: Challenges in Civil Aviation - The civil aviation sector faces greater challenges in combating "involution" compared to the express delivery industry, as there are 65 passenger airlines competing for market share, leading to overcapacity [4] - The value of airline licenses is high due to the lack of new airline approvals, which complicates the exit mechanism for underperforming airlines [4] - Airlines need to shift from a growth model based on capacity and resource input to one that focuses on meeting diverse passenger needs and innovating their service offerings [4]