国家邮政局：2025年邮政行业寄递业务量完成2165.1亿件 同比增长11.8%

Core Insights - The postal industry in China is projected to handle a total of 216.51 billion items in 2025, marking an 11.8% increase year-on-year. The express delivery segment is expected to account for 198.95 billion items, reflecting a 13.6% growth [1][3]. Revenue and Business Volume - The total revenue for the postal industry (excluding direct income from postal savings banks) is anticipated to reach 1.8 trillion yuan in 2025, representing a 6.1% increase compared to the previous year. The express delivery revenue is projected to be 1.5 trillion yuan, with a growth rate of 6.5% [1][8]. - In December 2025, the postal industry is expected to generate 163 billion yuan in revenue, a 0.6% increase year-on-year, while express delivery revenue is projected to be 138.87 billion yuan, up by 0.7% [1][8]. Business Type Breakdown - In 2025, the breakdown of express delivery business volume is as follows: same-city deliveries will account for 15.79 billion items (1.0% growth), intercity deliveries will reach 178.94 billion items (15.0% growth), and international/Hong Kong, Macau, and Taiwan deliveries will total 4.22 billion items (8.8% growth) [1][2][3]. Regional Performance - The revenue distribution for express delivery in 2025 is projected to be 73.7% from the eastern region, 15.7% from the central region, and 10.6% from the western region. The volume distribution is expected to be 70.5%, 19.9%, and 9.6% respectively [5]. - Compared to the previous year, the eastern region's revenue share is expected to decline by 1.1 percentage points, while the central and western regions are expected to see increases of 0.8 and 0.3 percentage points, respectively [5]. Market Concentration - The concentration index (CR8) for express and parcel service brands is projected to be 86.8 in 2025, showing a slight decrease of 0.1 from the previous year [7]. Monthly Performance - In December 2025, the postal industry is expected to handle 19.77 billion items, a 1.8% increase year-on-year, with express delivery accounting for 18.21 billion items (2.3% growth) [1][8]. Specific Business Metrics - The letter business is projected to decline to 68 million items in 2025, a 31.0% decrease, while parcel business is expected to reach 30.54 million items, down by 2.0% [2]. - The newspaper and magazine businesses are also expected to see declines, with newspaper volume down by 4.2% and magazine volume down by 6.5% [2].