网点老板讲述“史上最无感双11”：快递少了吗？技术上位、人力退场 ，行业驶向AI与全球化新战场

Core Insights - This year's "Double 11" shopping festival saw a significant shift in consumer behavior and logistics operations, with many express delivery companies reporting stable package volumes compared to previous years, indicating a more normalized shopping pattern [1][3][6]. Group 1: Delivery Volume and Trends - Many delivery point owners reported that the volume of packages during this year's "Double 11" was nearly the same as last year, with peak daily volumes only slightly higher than usual [1][5]. - The average daily package collection volume for postal and express companies during "Double 11" reached 634 million, which is 117.8% of regular business volume, with a peak daily volume of 777 million packages [1][3]. - The logistics peak period has been extended, with significant promotional activities starting as early as September and lasting until mid-November, leading to three distinct peak periods [5][6]. Group 2: Automation and Technology Adoption - The express delivery industry has increasingly adopted automation technologies, with many companies investing in automated sorting equipment and unmanned delivery vehicles to enhance efficiency and reduce labor intensity [7][8][11]. - Jitu Express reported a significant increase in global package volume, with a 9% year-on-year growth on November 11, and a 15% increase in average daily package volume from November 1 to 12 [7][8]. - Major express companies like Zhongtong and Yunda have deployed thousands of unmanned vehicles and drones to address last-mile delivery challenges, indicating a shift towards technology-driven logistics solutions [8][9][11]. Group 3: Market Performance and Future Outlook - Experts noted that this year's "Double 11" was characterized by the best performance across enterprise, user, and delivery endpoints, reflecting a healthy development in the logistics industry [6][11]. - The logistics sector is transitioning from a focus on quantity to a focus on quality, with expectations for stable price increases in the coming year as automation becomes standard in delivery operations [11].