2025年我国邮政行业寄递业务量同比增长11.8%

Core Insights - The postal industry in China is projected to handle a total of 216.51 billion delivery items in 2025, marking an 11.8% year-on-year growth. The express delivery segment is expected to account for 198.95 billion items, reflecting a 13.6% increase [1] - The total revenue for the postal industry (excluding direct revenue from postal savings banks) is anticipated to reach 1.8 trillion yuan in 2025, representing a 6.1% growth. Express delivery revenue is expected to be 1.5 trillion yuan, with a growth rate of 6.5% [1] - In December 2025, the postal industry is expected to complete 19.77 billion delivery items, a 1.8% increase year-on-year, with express delivery accounting for 18.21 billion items, up 2.3% [1] Business Segmentation - In 2025, the volume of same-city express deliveries is projected to reach 15.79 billion items, growing by 1.0%. In contrast, intercity express deliveries are expected to total 178.94 billion items, with a significant growth of 15.0%. International and Hong Kong/Macau/Taiwan express deliveries are forecasted to be 4.22 billion items, up 8.8% [1] - The postal letter business is expected to decline to 680 million items in 2025, a decrease of 31.0%. The parcel business is projected to complete 30.54 million items, down 2.0%. Newspaper and magazine deliveries are also expected to decline by 4.2% and 6.5%, respectively [2] - The share of same-city, intercity, and international express deliveries in total express delivery volume is expected to be 7.9%, 90.0%, and 2.1%, respectively, with shifts in market share observed compared to the previous year [2] Regional Performance - In 2025, the revenue distribution for express delivery across eastern, central, and western regions is expected to be 73.7%, 15.7%, and 10.6%, respectively. The volume distribution is projected to be 70.5%, 19.9%, and 9.6% [2] - Compared to the previous year, the eastern region is expected to see a decline in both revenue and volume share, while the central and western regions are anticipated to experience slight increases in their respective shares [2] 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 compared to the previous months [3]