快递业价值战取代价格战

Core Insights - The "Double 11" shopping festival has concluded quietly, but significant changes in the express delivery industry are emerging, including rising prices and new e-commerce business models, which present both opportunities and challenges for the market [1] Price Increase Trends - A price increase in the express delivery sector is ongoing, with 22 provinces raising prices, particularly in regions like Guangdong and Zhejiang, where the minimum price has been set at 1.2 to 1.4 yuan per package [1][2] - The average price of express delivery has dropped to 7.52 yuan per package in the first half of the year, a year-on-year decrease of 7.7%, indicating a long-standing reliance on low prices [2][3] Industry Dynamics - The price war has led to reduced profit margins and declining service quality, resulting in increased consumer complaints about delivery issues [3] - Regulatory bodies are pushing for a return to rational competition and an end to the price war, emphasizing the need for a sustainable industry ecosystem [3] Cost Distribution Challenges - The rise in delivery prices has prompted a reevaluation of cost distribution among e-commerce platforms, merchants, delivery companies, and consumers, which is crucial for the sustainability of the anti-"involution" movement [4][5] - E-commerce platforms are beginning to take on a role in balancing costs, with measures such as reducing shipping insurance costs for merchants [5] Profitability and Innovation - The express delivery industry is shifting from chaotic competition to rational pricing, with a focus on technological innovation and infrastructure investment to enhance efficiency and profitability [6][7] - Major companies like JD Logistics are investing heavily in automation and technology to reduce costs and improve service quality [6][7] Future Outlook - The industry is expected to enter a new phase by 2026, characterized by government guidance and proactive transformation by companies, focusing on technology investment and restructuring profit distribution mechanisms [6][7] - The ultimate goal is to create a sustainable ecosystem where merchant costs are manageable, consumer experiences are enhanced, and company profits are stable, moving away from a reliance on low prices [7]