Di Yi Cai Jing·2026-01-08 12:28Core Viewpoint - The express delivery industry is transitioning towards high-quality development, focusing on compliance and rational competition while maintaining high growth rates in 2026 [1][2]. Group 1: Industry Growth and Trends - The 2026 National Postal Work Conference indicates that the express delivery industry will continue to grow, with an expected business volume of 2.14 billion packages, representing an approximate 8% year-on-year increase [3]. - In 2025, the national express business revenue reached 1.5 trillion yuan, with a year-on-year growth of 6.5%, while the business volume was 1.99 billion packages, growing by 13.7% [3]. - The industry is expected to maintain a double-digit growth rate in express volume due to policies aimed at boosting consumption [3]. Group 2: Pricing Strategies - The conference emphasized the need to shift from traditional reliance on scale and speed to qualitative improvements and reasonable growth, discouraging the "price for volume" model [2]. - In 2025, several regions in China raised express delivery prices, with increases ranging from 0.3 to 0.5 yuan per package, indicating a general acceptance among customers [3][4]. - The price adjustments are seen as necessary for the industry's healthy development, allowing for adequate profit margins to support investments in service quality [4]. Group 3: Technological Advancements - The industry is witnessing an increase in the application of technology, including the deployment of over 3,000 unmanned delivery vehicles, which have significantly reduced transportation costs by 50% [6]. - Companies like Yunda are investing in AI technologies to enhance customer service and operational efficiency, developing tailored solutions for the industry [6]. Group 4: International Expansion - The industry is encouraged to accelerate international expansion while adapting strategies to local market conditions, avoiding the direct replication of domestic pricing strategies [7]. - Jitu reported a 73.6% year-on-year increase in package volume in Southeast Asia, reaching 2.44 billion packages in Q4 2025, while also achieving significant growth in new markets [7]. - SF Express reported a 27% year-on-year growth in international express and cross-border e-commerce logistics revenue in Q3 2025, indicating a positive trend in international business [7].