物流企业加速技术应用与出海

Core Viewpoint - The express delivery industry is moving towards high-quality development, with a focus on compliance and rational competition, as indicated by the recent national postal work conference held on January 7, 2026 [1]. Group 1: Industry Growth and Pricing - The express delivery industry is expected to maintain high growth rates in 2026, with ongoing price adjustments for e-commerce collection services [1]. - Various regions in China have raised express delivery prices in 2025, with increases ranging from 0.3 to 0.5 yuan per package [1]. - Customers have shown a high acceptance level for the price increases, as the overall pricing in 2025 remains relatively low compared to previous years [1]. Group 2: Industry Strategy and Technology - The industry is moving away from a price-for-volume strategy to ensure healthy development and adequate profit margins, which are essential for investments in equipment, personnel, quality, and service [2]. - Some delivery points plan to accelerate the deployment of unmanned devices in 2026, although strict local regulations currently limit their implementation [2]. - There are plans to introduce unmanned vehicles to enhance efficiency and reduce costs, reflecting a strategic shift towards technological advancement [2].