圆通速递:随着行业反内卷举措的持续落地,快递终端价格实现合理回升

Core Viewpoint - The company emphasizes that the national-level policies aimed at addressing "involution" competition have created a favorable environment for high-quality development in the industry [1] Group 1: Industry Trends - The ongoing implementation of measures against "involution" competition has led to a reasonable recovery in express delivery terminal prices [1] - Market share is gradually concentrating among companies that offer better service quality, customer experience, stronger management capabilities, and healthier networks [1] Group 2: Competitive Landscape - As policies related to the comprehensive rectification of "involution" competition continue to advance, major express service companies are expected to steadily consolidate their core competitive advantages [1] - The disparity in overall competitiveness among companies will further widen, leading to a sustained trend of differentiation in the competitive landscape [1]