国家邮政局：9月邮政行业业务收入完成1525.7亿元 同比增长6.8%

Core Insights - The postal industry in China reported a business revenue of 152.57 billion yuan in September, marking a year-on-year growth of 6.8% [1] - The express delivery business revenue reached 127.37 billion yuan in September, with a year-on-year increase of 7.2% [1] - The total volume of postal services reached 18.34 billion items in September, reflecting a year-on-year growth of 11.2%, while express delivery volume was 16.88 billion items, up by 12.7% [1] Revenue and Volume Summary - From January to September, the cumulative business revenue of the postal industry was 1,313.63 billion yuan, showing a year-on-year growth of 7.7% [1] - Cumulative express delivery revenue for the same period was 1,085.74 billion yuan, with an 8.9% year-on-year increase [1] - The total volume of postal services from January to September reached 158.26 billion items, a year-on-year increase of 15.0%, while express delivery volume was 145.08 billion items, up by 17.2% [1] Segment Analysis - In the first nine months, the volume of same-city express delivery was 11.87 billion items, growing by 4.3% year-on-year; intercity express delivery volume was 130.17 billion items, up by 18.6%; and international/Hong Kong, Macau, and Taiwan express delivery volume was 3.04 billion items, increasing by 13.7% [1] - The cumulative volume of postal letters was 490 million items, down by 33.0%; parcel business volume was 2.1081 million items, down by 0.6%; newspaper volume was 12.21 billion copies, down by 3.5%; magazine volume was 450 million copies, down by 6.2%; and remittance volume was 1.475 million transactions, down by 30.6% [2] Market Share and Regional Insights - The share of same-city, intercity, and international/Hong Kong, Macau, and Taiwan express delivery volumes accounted for 8.2%, 89.7%, and 2.1% of total express delivery volume, respectively [2] - In terms of regional performance, the eastern, central, and western regions accounted for 73.8%, 15.6%, and 10.6% of express delivery revenue, and 71.1%, 19.6%, and 9.3% of express delivery volume, respectively [2] - The concentration index CR8 for express and parcel service brands was 86.9, remaining stable compared to the previous month [3]