聚焦一线网点生存战，2026快递行业六大趋势前瞻

Core Insights - The logistics industry is entering a phase of stock competition, with growth rates slowing to single digits due to various factors such as weak e-commerce growth and regulatory pressures [2][4] - The rise of instant retail is reshaping consumer behavior and threatening traditional logistics business models, with significant growth expected in the sector [15][18] - The integration of AI technology is revolutionizing operational efficiency in the logistics sector, enhancing service quality and operational management [9][11] Group 1: Industry Trends - Trend 1: The industry is shifting towards stock competition, leading to intensified price competition and a need for companies to innovate and improve service quality [4] - Trend 2: The challenge of increasing delivery fees persists due to ongoing price wars and a lack of motivation for fee increases among logistics providers [5][7] - Trend 3: AI is being embedded across all logistics processes, significantly improving efficiency and reducing complaint rates [9][10] Group 2: Market Dynamics - Trend 4: The elimination of underperforming logistics points is accelerating due to increased competition and regulatory pressures, with a focus on cost reduction and service improvement [12][14] - Trend 5: Instant retail is rapidly growing, with major platforms achieving significant daily order volumes, posing a threat to traditional logistics operations [15][17] - Trend 6: Chinese logistics companies are expanding internationally, driven by domestic competition and global opportunities, although they face challenges such as high operational costs and cultural differences [19][21]