智慧赋能流通“大动脉” 透视物流业“含金量”十足数据解锁经济新“动”力

Core Insights - The core viewpoint of the news is that China's postal and express delivery industry has achieved significant growth, with the volume of delivery services surpassing 200 billion pieces and supporting online retail sales exceeding 14 trillion yuan in 2025 [2][10]. Group 1: Industry Growth and Projections - The postal and express delivery industry in China is projected to achieve a business revenue of 1.8 trillion yuan and a delivery volume of 2.165 billion pieces by 2025, representing year-on-year growth of 6.4% and 11.5% respectively [3]. - The industry has seen a substantial increase in service capacity, with annual business revenue rising from 1.1 trillion yuan to 1.8 trillion yuan during the 14th Five-Year Plan period, reflecting an average annual growth rate of over 10% [17][19]. Group 2: Infrastructure and Network Development - China's delivery network has become more comprehensive, with key postal and express delivery hubs established in regions such as the Yangtze River Delta and the Guangdong-Hong Kong-Macao Greater Bay Area [4]. - The rural express delivery service coverage has improved, with a total of 13,000 intermodal postal routes opened and 145,000 cooperative stations built [6]. Group 3: International Logistics and Technology Integration - The international delivery logistics system is rapidly developing, with 374 overseas warehouses established, an increase of 41 from 2024, covering an additional area of 1.22 million square meters [8]. - The industry is adapting to new consumption models such as live-streaming sales and social e-commerce, and is integrating artificial intelligence into postal and express delivery services [12][14]. Group 4: Market Trends and Economic Indicators - The logistics industry in China is experiencing a stable recovery, with the logistics business activity index reaching 52.4% in December 2025, indicating a continuous expansion in logistics demand [23][30]. - The overall logistics demand remains robust, driven by sectors such as energy, manufacturing, and consumer goods, with the new orders index also showing positive growth [25][29].