走向智能化绿色化国际化！今年以来我国快递市场规模持续增长

Core Insights - The express delivery market in China has shown continuous growth in 2023, with a focus on enhancing service levels and promoting smart, green, and international development to support online consumption [1][3] Group 1: Market Growth and 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 in January and February was approximately 620 million pieces, surpassing the expected daily volume for the 2024 "Double 11" shopping festival [1] - The express delivery sector has effectively met the demands of live-streaming sales, holiday economies, and the recycling of consumer goods, thereby continuously stimulating online consumption [3] Group 2: E-commerce Integration - Over 80% of express delivery volume is derived from e-commerce, which has significantly transformed production and consumption habits, as well as the logistics landscape in China [4] - The online retail sales in China have surged from 258.6 billion yuan in 2009 to 15.5 trillion yuan in 2024, representing a 59-fold increase over 15 years [4] Group 3: Regional Performance - The express delivery business in western regions of China has shown remarkable growth, with provinces like Shaanxi and Ningxia experiencing increases exceeding 40%, while Guizhou, Xinjiang, Inner Mongolia, and Qinghai saw growth rates above 30% [8] Group 4: Cross-border E-commerce Expansion - Chinese companies are accelerating their overseas expansion in cross-border e-commerce, with nearly 300 overseas distribution centers and warehouses established this year [12][18] - The integration of cross-border e-commerce and international logistics is crucial for transforming trade methods and building a resilient international logistics supply chain [16] Group 5: Market Recognition and Demand - Major Chinese e-commerce platforms like Alibaba, AliExpress, Pinduoduo's Temu, and Shein have gained significant market share and recognition among international consumers [14] - The demand for unique and innovative products from Chinese companies has led to increased orders and price hikes, indicating a robust market response [10]