国家邮政局：9月份快递业务收入同比增长7.2%

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] - Cumulatively, from January to September, the postal industry generated a total revenue of 1,313.63 billion yuan, reflecting a year-on-year growth of 7.7% [1] Revenue and Volume Analysis - In September, the total volume of postal delivery reached 18.34 billion items, showing a year-on-year growth of 11.2% [1] - The express delivery volume for September was 16.88 billion items, which is a 12.7% increase compared to the previous year [1] - From January to September, the cumulative delivery volume was 158.26 billion items, with a year-on-year growth of 15.0% [1] Segment Performance - The express delivery revenue from January to September totaled 1,085.74 billion yuan, with an 8.9% year-on-year increase [1] - The volume of same-city express deliveries reached 11.87 billion items, growing by 4.3% year-on-year, while intercity deliveries surged by 18.6% to 130.17 billion items [1] - International and Hong Kong/Macau/Taiwan express delivery volume reached 3.04 billion items, reflecting a year-on-year growth of 13.7% [1] Decline in Other Services - From January to September, the volume of postal letters decreased by 33.0% to 49 million items, while parcel business saw a slight decline of 0.6% [2] - Newspaper and magazine deliveries also experienced declines of 3.5% and 6.2%, respectively [2] - The remittance business volume fell by 30.6% to 1.475 million transactions [2] Market Share Dynamics - The share of same-city express deliveries decreased by 1.0 percentage points, while intercity deliveries increased by 1.1 percentage points [2] - The eastern region accounted for 73.8% of express delivery revenue, while the central and western regions accounted for 15.6% and 10.6%, respectively [2] - The concentration index CR8 for express and parcel service brands remained stable at 86.9 from January to September [3]