快递业“反内卷”成效渐显

Core Insights - The postal and express delivery industry in China has made significant progress in addressing "involution" competition, with 22 provinces raising express delivery prices this year [1] - The average express delivery price stabilized and increased by 0.5% in the third quarter compared to the second quarter, indicating a monthly growth trend [1] - Service quality has improved, with a 72-hour delivery success rate of 86.47% in key areas, up 2.08 percentage points year-on-year, and customer satisfaction reaching 85 points, an increase of 1.3 points from the previous year [1] Price Adjustments - 22 provinces have implemented price increases for express delivery services, including regions in East, Central, North, Northeast, and Southwest China [1] - Specific provinces such as Beijing, Tianjin, Hebei, Liaoning, Sichuan, and Tibet have adjusted their prices [1] Service Quality Improvements - Major companies have focused on enhancing end-service quality in response to "anti-involution" requirements [1] - The 72-hour delivery success rate has improved to 86.47%, reflecting a commitment to better service [1] - Customer satisfaction scores have risen to 85 points, indicating a positive trend in consumer perception of service quality [1]