Yang Zi Wan Bao Wang·2025-09-28 13:04Group 1 - Major express companies including Jitu, Zhongtong, Yuantong, Shentong, and Yunda announced price increases for express delivery in Shanghai, with a rise of 0.2 to 0.4 yuan per order [1][2] - Since August, multiple express companies in regions such as Guangdong, Zhejiang, Jiangsu, Hunan, Anhui, Jiangxi, Hubei, and Fujian have also issued price increase notices, indicating a broader trend of price adjustments across the industry [1][2] - The collective price increase follows a previous industry consensus in 2021 to stop price wars, highlighting the ongoing challenges of low-price competition within the express delivery sector [1][2] Group 2 - The price adjustments are primarily targeting e-commerce special offers, small items, and low-priced orders from major clients, with no significant impact on personal delivery costs [3][4] - A report from Zheshang Securities indicates that regions that have announced price increases account for over 80% of the express market share, suggesting a potential for sustained price recovery [3] - The upcoming peak season for express delivery in autumn and winter may further support price increases, indicating a trend towards improved pricing stability in the industry [3] Group 3 - Experts suggest that the price increase will not significantly affect personal delivery costs, as the focus is on e-commerce items, while personal parcel services remain stable due to sufficient profit margins [4][5] - The increase in delivery costs may lead merchants to adjust their pricing strategies, potentially reducing promotional offers or increasing minimum purchase requirements for free shipping [5] - The long-term outlook suggests that the price adjustments could lead to improved service quality and operational efficiency, benefiting both merchants and consumers in the logistics experience [4][5]