义乌、广东快递集体涨价，加盟商：“这次是来真的了”

Core Viewpoint - The express delivery industry is undergoing a significant transformation aimed at countering "involution" competition, with companies in key regions like Zhejiang Yiwu and Guangdong initiating price increases to promote rational development [3][4][5]. Group 1: Price Increase Initiatives - Yiwu has led the price increase movement, with the local postal management bureau raising the minimum price per express delivery ticket by 0.1 yuan to 1.2 yuan, opposing "involution" competition [5][6]. - Starting from August 4, Guangdong province has also raised the base price for express services by 0.4 yuan per ticket, with a minimum charge of 1.4 yuan, and companies face penalties for undercutting this price [5][6][8]. - Major express brands, particularly those in the Tongda system, are implementing these price adjustments, primarily affecting low-weight e-commerce packages [8][10]. Group 2: Impact on E-commerce and Logistics - E-commerce merchants are the first to feel the impact of these price hikes, with increases typically ranging from 0.2 to 0.5 yuan, and heavier packages seeing rises of over 1 yuan [10]. - Merchants are facing increased logistics costs, with one merchant reporting an additional monthly expense of over ten thousand yuan due to price increases [10][11]. - Some large e-commerce businesses are relocating their warehouses to regions with lower express delivery costs, reflecting the pressure of rising logistics expenses [20][21]. Group 3: Industry Challenges and Future Outlook - The express delivery industry is at a critical juncture, with ongoing price wars leading to a "volume increase, price decrease" scenario, as evidenced by a 20.1% increase in business volume but an 8.2% drop in average price in early 2025 [13][14]. - The survival of franchise operators and frontline couriers is increasingly difficult due to the industry's reliance on low pricing strategies, which has severely squeezed profit margins [14][18]. - Experts suggest that this round of price increases, driven by regulatory support and market conditions, could mark a pivotal moment for the industry to return to rational pricing [18][21].