大数据观察｜年货包裹，映照消费活力

Core Viewpoint - The express delivery industry is experiencing a peak in business volume due to the "New Year goods" market, with significant growth in logistics and cross-border delivery services, enhancing consumer access to global products [1][4]. Group 1: Express Delivery Volume and Trends - From February 2 to February 8, the national express delivery volume reached approximately 4.686 billion packages, reflecting a month-on-month increase of 3.19%, with an average daily volume of nearly 670 million packages [1]. - The peak season for express delivery is driven by the demand for New Year goods, with a notable increase in the volume of imported fruits, particularly Chilean cherries, which saw an increase from 10,000 containers last year to over 17,000 containers this year [2][3]. Group 2: Cross-Border Logistics and Domestic Delivery - Efficient collaboration between cross-border logistics and domestic delivery has enabled a seamless flow of global products into consumers' New Year shopping lists, with significant increases in the import of seafood and flowers from countries like Bangladesh and Pakistan [4]. - The logistics network has been optimized to ensure rapid delivery, with "same-day delivery" becoming standard for major regions, and "next-day delivery" for others, thanks to advanced cold chain logistics [3][4]. Group 3: Regional Developments and Innovations - The western regions of China are increasingly integrated into the "free shipping zone," with a 35% year-on-year increase in the volume of ski-related equipment deliveries in Urumqi, Xinjiang [5][6]. - New logistics models, such as centralized shipping, have improved efficiency and reduced costs, with a 60% improvement in service time for deliveries to Xinjiang during the peak season [5]. Group 4: Consumer Electronics and Policy Support - The introduction of new subsidy policies has boosted the demand for electronic goods, with a 30% increase in orders for home appliances and a 68% increase in digital product orders in January [9][10]. - The total sales from the old-for-new appliance program reached 2.971 billion yuan, with 6.813 million home appliances exchanged, indicating a strong consumer response to the policy [9][10]. Group 5: Holiday Logistics and Service Continuity - During the Spring Festival, major express companies have committed to maintaining service continuity, ensuring that essential deliveries are met despite potential disruptions due to holiday travel and weather conditions [12]. - After the holiday, a rapid recovery in delivery service demand is expected, with companies preparing to restore operations to normal levels quickly [13].