Di Yi Cai Jing·2025-09-30 09:40Core Viewpoint - The recent increase in express delivery fees primarily targets low-priced e-commerce orders, with minimal impact on individual shipments [1][5]. Group 1: Price Adjustments - A wave of express delivery fee increases is ongoing, with several provinces and cities in China raising prices, particularly for e-commerce collection fees [2]. - The earliest price increase occurred in Zhejiang Province, where the base price rose from 1.1 yuan to 1.2 yuan per order in mid-July [2]. - In August, express companies in Guangdong collectively raised their base prices to over 1.4 yuan per order, with other regions like Fujian and Jiangsu following suit [2]. Group 2: Impact on Companies - Major express companies, including Yunda, Yuantong, and Zhongtong, announced price increases in Shanghai, with increments ranging from 0.2 yuan to 0.4 yuan [3]. - The price adjustments are driven by policies aimed at curbing vicious competition in the industry and improving service quality [5]. - Some express companies reported an increase in average revenue per order in August compared to July, with Shentong's revenue at 2.06 yuan (up 4.6%), Yunda at 1.92 yuan, and Yuantong at 2.15 yuan (up 3.4%) [5]. Group 3: Customer Behavior - The price increases have led to fluctuations in customer behavior, with some clients opting for alternative shipping methods after the price hikes [5]. - The return of customers to express services may take time, depending on the price adjustments in other provinces [5].