Di Yi Cai Jing·2025-09-30 10:12Core Viewpoint - The recent wave of express delivery price increases is primarily aimed at e-commerce shipments, with various regions in China implementing price hikes to improve market competition and service quality [1][2]. Group 1: Price Increases Overview - Starting from October 1, express delivery fees in Sichuan will be raised, following similar increases in multiple provinces and cities across the country [1]. - Zhejiang province was the first to raise express delivery fees in mid-July, with the base price increasing from 1.1 yuan to 1.2 yuan per order [1]. - In August, express delivery companies in Guangdong collectively raised their base prices to an average of over 1.4 yuan per order, with other regions like Fujian and Jiangsu also announcing price hikes [1]. Group 2: Impact on Different Customer Segments - The current price adjustments mainly affect large e-commerce clients, particularly those sending over 500 packages a day, with increases ranging from 0.2 yuan to 0.4 yuan [2]. - Personal and small clients are less affected, as their pricing is not significantly low [2]. - Some clients have started to shift to other locations for shipping due to the price increases, raising questions about customer retention [2]. Group 3: Industry Insights and Expectations - Industry experts indicate that the price hikes are policy-driven, aimed at curbing unhealthy competition and enhancing service quality [2]. - There is optimism among delivery points regarding the price increases, as they believe it will lead to profitability despite potentially handling fewer packages [2]. - Data from several express companies show an increase in average revenue per package in August compared to July, with Shentong reporting 2.06 yuan per package (up 4.6%), Yunda at 1.92 yuan (up from 1.91 yuan), and Yuantong at 2.15 yuan (up 3.4%) [2].