第一财经·2025-09-27 08:05Core Viewpoint - The recent price increase in the express delivery industry, driven by a "de-involution" movement, has spread nationwide following notifications received by e-commerce merchants in Shanghai from multiple courier companies [3]. Group 1: Price Increase Data - Four listed express delivery companies reported their operating data for August, showing an increase in revenue per package. The revenue per package for YTO Express, Yunda Express, Shentong Express, and SF Express in August was 2.15 yuan, 1.92 yuan, 2.06 yuan, and 13.27 yuan respectively, with the first three companies experiencing a general increase compared to July [4]. - The increase in package revenue is linked to the industry's call for "de-involution" since July, which was discussed in a meeting held by the State Post Bureau with major express companies [4]. Group 2: Industry Response - Following the meeting on July 29, express companies including Zhongtong, YTO, Yunda, Shentong, and Jitu participated in discussions aimed at regulating "involutionary" competition within the industry [4]. - Starting from early August, e-commerce merchants in Guangdong, Zhejiang, and Jiangsu received price increase notifications from their networks, which quickly spread to Shanghai, Central China, North China, and Northeast China [4]. - An insider from the express delivery industry indicated that the price increase initiated at the network level has reached a consensus, although this round of price hikes does not affect individual consumers' shipping costs [4].