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 setting historical records [1][9]. 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][6]. - 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][7]. Express Delivery Revenue - Guangdong, Shanghai, Zhejiang, and Jiangsu led in express delivery revenue, generating 300.18 billion, 271.33 billion, 154.3 billion, and 108.39 billion yuan respectively [3][10]. - Notably, Guangdong experienced a decline in revenue by 1.3% despite an 8% increase in volume, indicating a "volume increase but price drop" phenomenon [3][12]. Growth Trends - The express delivery market in western provinces is rapidly expanding, driven by e-commerce and local support policies, with Shaanxi leading the national growth in express delivery volume [8][9]. - A total of 17 provinces achieved double-digit growth in express delivery revenue, with Shaanxi, Hebei, and Anhui leading at 19.3%, 17.1%, and 15% respectively [11]. Policy and Infrastructure Development - Shaanxi has implemented policies to enhance rural logistics, establishing numerous processing centers and service stations to improve delivery coverage [8]. - Various provinces, including Guangdong and Sichuan, are focusing on reducing logistics costs and enhancing service quality through new policies and initiatives [14][15].