网点老板向每经记者讲述“史上最无感双11”:科技上位,人力退场,快递行业驶向国际市场
Mei Ri Jing Ji Xin Wen·2025-11-17 13:25

Core Insights - This year's "Double 11" shopping festival has been described as the "most unremarkable" in history, with many express delivery companies reporting that their package volumes remained nearly flat compared to last year [1][4] - The average daily package collection volume for postal and express companies during this year's "Double 11" was 634 million, which is 117.8% of the normal business volume, with a peak daily volume of 777 million packages [1] - The logistics peak period has been extended, with significant promotional activities starting as early as September and continuing until mid-November [3] Group 1: Domestic Market Performance - Many express delivery outlets did not feel a significant increase in package volume during "Double 11," with some reporting only a few thousand more packages than usual on peak days [1] - The peak daily order volume for some outlets was approximately 55,000, showing minimal growth from last year's 54,700 [4] - Express companies have shifted focus from quantity to quality, indicating a healthy development in the logistics industry [4][6] Group 2: International Market Growth - In contrast to the domestic market, international markets are providing new growth opportunities for express companies, with J&T Express reporting a 55% increase in average daily package volume in the Philippines during "Double 11" [2] - Other Southeast Asian markets, such as Vietnam, saw a remarkable 211% year-on-year increase in package volume during the promotional period [2][5] Group 3: Technological Advancements - This year's "Double 11" highlighted the extensive use of technology in logistics, with many companies deploying automated sorting equipment and unmanned delivery vehicles [6][7] - J&T Express has upgraded over 1,000 delivery vehicles and established a large unmanned delivery fleet, while Zhongtong Express has formed the largest unmanned vehicle fleet in the industry [7][8] - The introduction of AI-driven systems has significantly improved routing efficiency, reducing analysis time from five days to one day, potentially saving over 100 million yuan in annual operational costs [8] Group 4: Future Outlook - Experts predict that the logistics industry will continue to experience a shift from quantity-focused strategies to quality-driven approaches, with stable price increases expected in the coming year [8]