国家邮政局：9月中国快递发展指数为459.6，同比提升3.9%

Core Insights - The express delivery industry in China is experiencing steady growth, with the express development index projected to reach 459.6 by September 2025, reflecting a year-on-year increase of 3.9% [1] Group 1: Market Performance - The development scale index stands at 589.3, showing a year-on-year increase of 9.3% [2] - The express business volume is expected to grow by approximately 12% year-on-year, while business revenue is projected to increase by around 7% [2] - The total express business volume for the first three quarters is estimated to reach about 1.45 trillion pieces, with revenue expected to exceed 1 trillion yuan [2] - The online retail sales of physical goods are anticipated to surpass 9 trillion yuan, indicating strong internal economic momentum [2] - The industry is effectively meeting seasonal consumer demands and enhancing rural consumption services, contributing to market expansion [2] Group 2: Service Quality - The service quality index is recorded at 690.8, with a slight year-on-year increase of 0.4 percentage points [3] - Public satisfaction with express services is expected to reach 85 points, an increase of 1.2 points year-on-year [3] - The on-time delivery rate in key regions is projected to be 86.4%, reflecting a year-on-year improvement of 3.3 percentage points [3] - The industry is leveraging unmanned technology for efficient delivery, including new drone routes and AI-driven supply chain solutions [3] Group 3: Development Capacity - The development capacity index is at 228.8, with a year-on-year increase of 1.9% [4] - The express delivery network is continuously improving, with new logistics hubs and upgraded equipment enhancing operational efficiency [4] - The industry is expanding its air transport network, adding new international cargo routes to enhance service capabilities [4] - Cross-border services are being upgraded to facilitate logistics between mainland China and Macau, improving overall logistics efficiency [4] Group 4: Future Trends - The development trend index is at 69.3, indicating ongoing market potential exploration and digital transformation within the industry [4] - The industry is expected to maintain a positive growth trajectory as it enters the peak season in the fourth quarter [4]