破1800亿件！全国快递量为何屡创新高

Core Insights - The express delivery volume in China has reached a record high, surpassing 180 billion packages for the first time, indicating significant growth in the logistics sector [1][8] - Major companies like JD, Jitu, and Zhongtong are intensifying their investments in automation and technology, shifting the competition from price wars to value wars [1][5] Industry Growth - As of November 30, 2025, China's express delivery business volume reached 1800 billion packages, exceeding the previous year's total of 1750.8 billion [1] - The express delivery volume has been steadily increasing, with a monthly average exceeding 160 billion packages and a peak daily volume of 7.77 billion packages [8] Automation and Efficiency - The 1800 billionth package was delivered using nearly fully automated processes, showcasing advancements in logistics technology [4] - JD Logistics plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance delivery efficiency [5] - Zhongtong has deployed over 2900 unmanned delivery vehicles, operating in more than 250 cities and delivering over 200,000 packages daily [6] Cost Reduction - The introduction of unmanned vehicles has led to significant cost savings, with Zhongtong reporting a 50% reduction in overall transportation costs [5] - Jitu's unmanned vehicles have reduced per-package costs by over 10% and human labor costs by more than 50% [7] Industry Quality Development - The industry is moving towards high-quality development, with a focus on technology investment to reduce costs and expand high-value services [8][9] - The average express delivery price has stabilized and increased by 0.5% in the third quarter of this year, reflecting a shift away from aggressive price competition [8] Global Expansion - Companies are exporting their efficient logistics practices internationally, with initiatives in Brazil demonstrating significant improvements in cross-border logistics efficiency [9]