Core Insights - The express delivery market in China has been experiencing continuous growth in 2023, driven by the rise in online consumption and the industry's focus on enhancing service levels and promoting smart, green, and international development [1][2] Group 1: Market Performance - From January to August 2023, the total express delivery volume reached 128.2 billion pieces, marking a year-on-year increase of 17.8% [1] - The average daily express delivery volume during January and February was approximately 620 million pieces, surpassing the expected daily volume for the 2024 "Double 11" shopping festival [1] Group 2: E-commerce Influence - The sustained increase in express delivery volume is primarily attributed to the continuous growth of e-commerce, with online retail sales in China rising from 258.6 billion yuan in 2009 to 15.5 trillion yuan in 2024, a 59-fold increase over 15 years [3] - Over 80% of the express delivery volume currently comes from e-commerce, indicating a deep integration between the two sectors that is transforming production, lifestyle habits, and economic operations [5] Group 3: Regional Growth - The express delivery volume in western regions of China has shown remarkable growth, with provinces like Shaanxi and Ningxia experiencing increases of over 40%, and several others exceeding 30% [7] - The expansion of e-commerce has significantly broadened the sales radius, enhancing consumption's role in economic growth [7] Group 4: Cross-border Expansion - The cross-border e-commerce sector in China is accelerating its overseas expansion, with nearly 300 overseas distribution centers and warehouses established this year [11] - Logistics companies have opened 41 routes for China-Europe freight trains and maritime mail services, achieving delivery times of 2-3 days in markets across Europe, America, Asia, and the Middle East [11]
“小”包裹映照经济“大”棋局 我国快递业“跑”出发展加速度
Yang Shi Wang·2025-10-09 02:07