中国国家邮政局：2026年将综合整治“内卷式”竞争

Core Insights - The China National Postal Administration has set eight key focus areas to promote high-quality development in the postal industry by 2026, including addressing "involution" competition [1][2] - The postal industry is projected to maintain steady growth, with delivery volumes expected to reach 230 billion items in 2026, a year-on-year increase of approximately 6% [1] - The integration of artificial intelligence in postal and express services will be deepened, with policies to promote the application of unmanned delivery technologies and automated facilities [1] Financial Performance - In 2025, the postal industry achieved a business revenue of 1.8 trillion yuan and a delivery volume of 216.5 billion items, reflecting year-on-year growth of 6.4% and 11.5% respectively [1] - The express delivery sector generated a revenue of 1.5 trillion yuan and handled 199 billion items, with year-on-year increases of 6.5% and 13.7% [1] Regulatory and Compliance Measures - The meeting emphasized strong regulatory oversight and improved service, aiming to enhance compliance levels among delivery companies and optimize algorithms for better profit distribution among headquarters, franchisees, and couriers [2] - Implementation of "penetrating" regulation to address unreasonable management practices, such as differentiated delivery fees and immediate penalties for complaints, was also highlighted [2] - Continued efforts to rectify illegal charges for mail and package collection in rural areas were noted as a key focus [2]