2025快递之城出炉：粤浙苏守擂成功，西部跑出“黑马”

Core Insights - China has established the world's largest and most widely utilized express delivery network, with 2025 express delivery volume reaching 1989.5 billion pieces, a year-on-year increase of 13.6%, and revenue totaling 1.5 trillion yuan, up 6.5%, both hitting historical highs [1][8]. Express Delivery Volume - In 2025, Guangdong, Zhejiang, and Jiangsu ranked as the top three provinces in express delivery volume, achieving 460.05 billion, 344.04 billion, and 157.88 billion pieces respectively [1][5]. - Western provinces such as Shaanxi, Ningxia, and Guizhou exhibited remarkable growth rates of 38.6%, 35.6%, and 34.4%, leading the national growth [1][6]. Express Delivery Revenue - The top four provinces in express delivery revenue for 2025 were Guangdong (300.18 billion yuan), Shanghai (271.33 billion yuan), Zhejiang (154.3 billion yuan), and Jiangsu (108.39 billion yuan), with significant gaps between them and the fifth-ranked Shandong (69.56 billion yuan) [2][9]. - National express delivery revenue growth has slowed, with a 6.5% increase in 2025 compared to 13.8% in 2024 [8][10]. Regional Growth Trends - The express delivery market in western provinces is rapidly expanding, driven by e-commerce and local support policies, with Shaanxi leading the growth [7][6]. - In 2025, 17 provinces achieved double-digit growth in express delivery revenue, with Shaanxi, Hebei, and Anhui leading at 19.3%, 17.1%, and 15% respectively [10][11]. Price Dynamics - Some provinces experienced a "volume increase but price drop" phenomenon, notably Guangdong, where express delivery volume grew by 8% while revenue declined by 1.3% [3][11]. - Overall, 30 provinces saw a slowdown in express delivery revenue growth compared to 2024, indicating a shift towards a more quality-focused growth model [11][13]. Policy and Infrastructure Development - Provinces like Sichuan and Shandong are implementing new policies to reduce logistics costs and enhance the express delivery industry, aiming for lower logistics costs as a percentage of GDP [13][14]. - Guangdong is focusing on sectors such as 3C electronics and new energy vehicles to develop comprehensive logistics services [14].