新华社北京8月13日电 题：指数创新高！电商物流夏日持续发力 新华社记者叶昊鸣 记者13日从中国物流与采购联合会了解到，7月份中国电商物流指数为112.0点，比上月回升0.2点， 刷新年内新高。其中，电商物流总业务量指数为130.9点，比上月回升0.1点，创年内新高。 指数创新高的背后，是电商平台持续刷新的交易额、各地频繁穿梭的物流车辆、跨越多区域运输的 快递包裹。 盛夏时节，骄阳似火。新疆喀什地区疏勒县内，时不时能见到疾驰的京东物流车辆。 随着支持以旧换新的中央资金逐步到位，各地持续做好配套资金支持。相关部门将指导地方进一步 优化完善补贴发放方式，确保政策实施更加平稳有序、资金均衡使用到年底。 受高温天气影响，"夏日经济"成为7月线上销售的主要驱动力。 "从电商的消费品类来看，医用保健用品、防晒用品、服装和饮料等品类表现突出，加上暑期来 临，图书、教育培训等品类销售热度显著提升。"中国物流与采购联合会副会长何辉说。 昭通的苹果、元江的芒果、红河的火龙果……正是夏日当季，云南各类水果集中上市。 云南中通招商负责人朱杨佳介绍，为了让这些农产品更快更便捷地找到买家，中通西南（昆明）智 能科技电商产业园提前与当地农 ...

Core Viewpoint - The article discusses the recent price increase in the express delivery industry in Guangdong, which is seen as a response to the ongoing price war and declining average prices in the sector. The price adjustment is expected to have significant implications for the market dynamics and competition among delivery companies [4][6]. Group 1: Price Increase and Market Dynamics - Guangdong's express delivery base price was raised to 1.4 yuan per ticket, marking a 40% increase, aimed at curbing low-price competition and ensuring market stability [4][6]. - The express delivery sector in Guangdong is crucial, accounting for approximately 25% of the national total, with 234.3 billion packages sent in the first half of the year [4][6]. - Despite the price increase, the underlying issues of fierce competition and price wars in the express delivery industry remain unresolved [4][6]. Group 2: Historical Price Trends - The average price per express delivery ticket in China dropped from 8.14 yuan to 7.52 yuan in the first half of the year, a year-on-year decline of 7.7% [6]. - Over the past five years, the express delivery industry has experienced a continuous decline in average ticket prices, with a total decrease of 32% [11][22]. - The express delivery market has seen a tenfold increase in volume over the past decade, with a projected 1.758 billion packages to be delivered in 2024, reflecting a year-on-year growth of 21.5% [22][29]. Group 3: Competitive Landscape - The express delivery industry is characterized by intense competition, with major players struggling to establish a stable market structure. The top eight companies hold 85.2% of the market share, a modest increase of 2.7% over five years [19][22]. - The market remains fragmented, with new entrants and investments continuing to flood in, exacerbating the price competition [26][29]. - The industry's growth is heavily tied to the e-commerce sector, which drives demand for delivery services, further intensifying competition among providers [26][29]. Group 4: Investment and Operational Challenges - Companies in the express delivery sector are investing heavily in fixed assets, such as sorting facilities and transportation vehicles, often outpacing revenue growth [27][29]. - The fixed asset growth for companies like YTO Express has been significantly higher than revenue growth, indicating a focus on capacity expansion despite ongoing price wars [27][29]. - The article suggests that as long as the express delivery volume continues to grow rapidly, the price wars are unlikely to cease, creating a challenging environment for profitability [29].

Core Viewpoint - The express delivery industry in Guangdong has implemented a price increase, raising the minimum charge to 1.4 yuan per ticket, which is expected to stabilize the financial situation of many delivery points [1][2]. Group 1: Price Increase Details - Starting from August 5, the overall base price for express delivery in Guangdong has been raised by 0.4 yuan per ticket, with the average price exceeding 1.4 yuan [1]. - The increase in base price is aimed at ensuring that no express company can collect below the cost price of 1.4 yuan, particularly affecting e-commerce customers who have high delivery demands [1]. - Prior to Guangdong, the city of Yiwu in Zhejiang had already initiated a price increase mechanism, raising the base price from 1.1 yuan to 1.2 yuan [1]. Group 2: Industry Context - The express delivery industry has been plagued by a "low-price for volume" competition, leading to reduced profit margins for delivery points and poor service quality [2]. - The average price per ticket for express delivery has significantly decreased from 28.55 yuan in 2007 to 7.49 yuan in June of this year [2]. - Major express companies like SF Express, Shentong, Yunda, and Zhongtong have seen their average ticket revenue drop by approximately 40% since 2017, with only Zhongtong showing a slight increase [2]. Group 3: Regulatory Environment - The State Post Bureau has emphasized the need for stronger industry regulation and has taken steps to combat "involutionary" competition and improve service quality [3]. - Following regulatory discussions, stocks of major express companies have surged, with Yunda's stock increasing by 22.4%, Shentong by 47.54%, and others also showing significant gains [3].

中国发展网讯 今年以来，山东省济宁市兖州区以增强消费能力、改善消费条件、创新消费场景、发展 生产性服务业为主线，扎实推进商贸流通和促消费工作，取得了明显成效。今年上半年，兖州区生产性 服务业规模超100亿元，增长17%以上；全区完成社会消费品零售总额150.1亿元，增幅7.4%。 创新消费新场景 激发消费活力 生产性服务业倍增 "软产业"增强"硬供给" 兖州区把生产性服务倍增计划作为提升市场活力的重要内容来抓，出台三年行动方案，建立健 全"1145"服务业攀登进阶指挥部工作机制，深入实施产业融合、项目支撑、品牌引领等"八大行动"，协 调解决企业问题诉求85个，优选攀登进阶企业31家，有力提升了商贸流通能力和市场供给能力。 以县域商业体系建设为抓手，组织极速配送、山东兖一、捷成速递、中通快递、荣鑫商贸、草本山海等 有规模、有实力的6家公司申报4个县级物流配送中心、2个农产品商品化处理设施项目，完善了区域流 通体系，畅通消费渠道。同时，天辰年产5万吨冷链食品深加工及智慧冷链、造纸产业链智慧物流2个项 目成为省现代服务业重点项目。天意机械、经典重工、金大丰、卓越机械4家企业入选省级"两业融 合"试点。 提振消费，不 ...

有消息显示，8月5日起，广东省快递底价整体上调0.4元/票，均价涨至1.4元以上，基层网点派费增加 0.1元/票。省内各快递企业经品牌总部同意，各家均不得低于1.4元成本价揽收。 宏观来看，根据国家邮政局统计的快递业务量与收入推算，2007年国内快递平均单票价格为28.55元， 而到了今年6月，这一价格已下滑至7.49元。 具体到快递企业，今年6月，顺丰、申通、韵达、圆通、中通的票均收入分别为13.67元、1.99元、1.91 元、2.10元、1.99元，而在几大快递企业均完成上市的2017年，各家票均收入为23.13元、3.24元、1.94 元、3.68元、1.96元。可以看到，只有中通微涨，顺丰、申通、圆通的降幅更是均在40%左右。 业内人士表示，价格战没有真正的赢家，仅仅以价换量，显然是行不通了。快递企业需要在保持竞争力 的同时，寻找更为可持续的发展策略。 据广州日报，8月7日，记者向多位业内人士求证后确认，"该消息属实，快递确实涨价了。"广州一家加 盟制快递企业的网店老板告诉记者，目前该政策5日已经在实施，"没办法，上个月最低八毛多的单子也 接了，一直亏着钱做，现在这样起码能收支平衡了。" 值得注意的 ...

每经编辑｜金冥羽 有消息显示，8月5日起，广东省快递底价整体上调0.4元/票，均价涨至1.4元以上，基层网点派费增加0.1元/票。省内各快递企业经品牌总部同意，各家均 不得低于1.4元成本价揽收。 宏观来看，根据国家邮政局统计的快递业务量与收入推算，2007年国内快递平均单票价格为28.55元，而到了今年6月，这一价格已下滑至7.49元。 具体到快递企业，今年6月，顺丰、申通、韵达、圆通、中通的票均收入分别为13.67元、1.99元、1.91元、2.10元、1.99元，而在几大快递企业均完成上市 的2017年，各家票均收入为23.13元、3.24元、1.94元、3.68元、1.96元。可以看到，只有中通微涨，顺丰、申通、圆通的降幅更是均在40%左右。 业内人士表示，价格战没有真正的赢家，仅仅以价换量，显然是行不通了。快递企业需要在保持竞争力的同时，寻找更为可持续的发展策略。 7月8日，国家邮政局党组召开会议，会议强调：进一步加强行业监管，完善邮政快递领域市场制度规则，旗帜鲜明反对"内卷式"竞争，依法依规整治末端 服务质量问题。7月29日，国家邮政局召开快递企业座谈会强调，积极推动解决"内卷式"竞争和农村地区领 ...

Core Viewpoint - The integration of intelligent driving and modern logistics is transforming the delivery industry, with unmanned logistics vehicles becoming a key force in reshaping express delivery through cost reduction, efficiency improvement, and value addition [1]. Cost Reduction: Restructuring the Logistics Chain - By the end of 2024, the scale application of unmanned logistics vehicles is expected to exceed 6,000 units, delivering over 100 million orders across various segments [2]. - The growth of unmanned logistics vehicles is supported by government policies, including the "Action Plan to Effectively Reduce Logistics Costs" and the "Special Action Plan for Accelerating Smart Supply Chain Development" [2]. - Unmanned logistics vehicles are particularly promising in last-mile delivery, with successful cases emerging in sectors like retail and pharmaceuticals [2]. - A mixed delivery model combining riders and unmanned vehicles has been implemented by companies like SF Express, enhancing efficiency during peak hours [3]. Efficiency Improvement: Collaborative Efforts in the Industry Chain - The unmanned logistics vehicle industry is transitioning from point optimization to systemic efficiency, with multi-party collaboration and innovative business models becoming the norm [4]. - Strategic partnerships, such as those between Zhongtong Express and New Stone Technology, are expanding the application of unmanned delivery [4]. - The collaboration between technology and platform companies is creating a closed-loop ecosystem for research and development, reducing operational risks and enhancing efficiency [5]. Value Addition: Breaking Through Commercialization Challenges - Despite rapid deployment, challenges remain, including regulatory inconsistencies and technological limitations in complex environments [7]. - Product homogeneity is increasing, with some manufacturers adopting low-price strategies, which may impact long-term industry health [8]. - Companies are focusing on differentiating their technology and service ecosystems to remain competitive in a crowded market [8]. - The establishment of a robust regulatory framework is crucial for high-quality industry development, with over 200 cities in China already opening road rights for unmanned vehicles [9].

中通快递(ZTO.US)盘前跌超1.2%，报19.93美元。消息面上，财政部、税务总局发布关于明确快递服务 等增值税政策的公告。快递企业提供快递服务取得的收入，按照"收派服务"缴纳增值税。本公告自发布 之日起施行，此前已发生未处理的事项，按照本公告规定执行，已处理的事项不再调整。(格隆汇) ...

据报道，8月4日起，广东省快递底价整体上调0.4元/票，单票均价涨至1.4元以上，按照有关部门要求， 各家均不得低于1.4元成本价揽收，否则将遭受重罚。8月5日起，通达系（申通、圆通、中通、韵达） 已开始执行涨价。中国新闻周刊从快递网点、电商从业者及多位行业观察人士处了解到，本轮广东快递 涨价主要覆盖的是特价电商轻件及大客户低价件，尤其是0.3千克以内的包裹。就这一调整是否属实、 后续是否还将有其他梯度的涨价动作，记者分别联系前述快递公司求证，截至发稿并未获得回复。（中 国新闻周刊） ...

图为快递企业的厢式货车行驶在山区公路上（受访单位供图） 新华社北京6月19日电（记者李唐宁 丁雅雯）被称为"史上最长618"的电商大促活动刚刚落下帷幕。记者采访了解到，由于筹备充分、周期拉 长等原因，今年大促期间快递行业中转及揽派的压力并不大，往年因大量爆单造成的运力不足或者配送延迟的情况基本消失。头部快递企业从揽 收、运输、分拣等环节综合发力，消费者配送体验更加稳定，全国日均快递业务量超过5.5亿件。 图为包裹被送进快递企业自有的航空货仓（受访单位供图） 同时，热门区域的快递转运中心、网点和云仓普遍增加了人员和车辆储备，保证运力。以极兔速递郑州仓为例，日峰值订单处理近10万 单，"618"高峰期可以做到12小时内出库。在内蒙古赤峰，韵达速递网点针对小米等农产品推出"日常+高峰"双模式揽收，并配置4.2米货车深入 132个乡镇上门集货，"上午打包的小米，下午就已发往全国。" 技术提升也为今年电商大促期间的快递服务带来改变，尤其是末端配送环节的智能化有明显升级。 "今年的'618'可能是快递行业史上科技含量最高的一年。"中通快递首席技术官杨文表示，随着无人化技术在快递各环节的扩大应用，无人车 的投放密度明显增加 ...