行业“反内卷”成效初显，多家快递公司实现量价齐升

Group 1 - The core viewpoint of the articles highlights that most listed express delivery companies in China reported an increase in both volume and price in September, indicating early signs of the industry's "anti-involution" efforts [1][2] Group 2 - YTO Express reported a revenue of 5.799 billion yuan in September, a year-on-year increase of 14.89%, with a business volume of 2.627 billion parcels, up 13.64% [1] - Shentong Express achieved a revenue of 4.633 billion yuan, also up 14.89% year-on-year, with a business volume of 2.187 billion parcels, increasing by 9.46% [1] - Yunda Express recorded a revenue of 4.252 billion yuan, a 4.14% year-on-year increase, with a business volume of 2.11 billion parcels, up 3.63% [1] - The revenue growth rates of these express companies in September were significantly higher than their business volume growth rates, attributed to the rise in single parcel revenue due to the industry's "anti-involution" actions [1] - The State Post Bureau's report indicated that the China Express Development Index for September 2025 is projected to be 459.6, a year-on-year increase of 3.9% [2] - The development scale index and development capability index are expected to be 589.3 and 228.8, reflecting year-on-year increases of 9.3% and 1.9% respectively [2] - The express market is steadily growing, with improvements in automation and intelligence levels, as well as enhancements in the comprehensive transportation network and supply chain service capabilities [2]