圆通速递股份有限公司 2025 年 5 月快递业务主要经营数据公告 本公司董事局及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 圆通速递股份有限公司 2025 年 5 月快递业务主要经营数据如下： 证券代码：600233 证券简称：圆通速递 公告编号：临 2025-040 董事局 2025 年 6 月 20 日 | 项目 | 2025 | 年 | 5 月 | | | 同比变动 | | --- | --- | --- | --- | --- | --- | --- | | 快递产品收入（亿元） | | | | 58.49 | 14.85% | | | 业务完成量（亿票） | | | | 27.64 | 21.02% | | | 快递产品单票收入（元） | | | | 2.12 | -5.09% | | 上述数据未经审计，敬请广大投资者注意投资风险。 特此公告。 圆通速递股份有限公司 ...

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"的高峰期可以做到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，无人化技术 在快递各环节的扩大应用，快递行业提高无人车投放密度，通过"人机协同"有力的减少了投递时间。同 时，在AI助力下，企业能更好优化资源分配、动态调整线路，不仅能从容应对业务量增长，还能实现 物流降本增效。目前，中通快递全网已有超250个网点的约1000辆无人车投入运营，覆盖全国180多个城 市。 新华财经北京6月19日电 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 ...

Core Viewpoint - The article highlights the risks associated with online shopping, particularly during events like "618", emphasizing the prevalence of scams related to package delivery notifications and the importance of consumer vigilance. Group 1: Scam Tactics - Scammers use common delivery notification messages to lower victims' guard and redirect them to fraudulent schemes involving "insurance fees" and "service cancellations" [12][13] - The tactics include creating a sense of urgency by falsely claiming that the victim has mistakenly activated a service or purchased insurance, leading to high-pressure situations [13] - Scammers may induce victims to download fraudulent software under the pretense of needing assistance to cancel fees, which can lead to personal information theft and unauthorized transactions [19][20] Group 2: Consumer Protection Measures - Consumers are advised to protect personal information by not accepting friend requests from individuals claiming to be delivery personnel and avoiding clicking on suspicious links [24] - It is recommended to verify delivery information through official apps or websites before taking any action regarding package pickup [25] - Consumers should refrain from transferring money to unknown parties, emphasizing that the safest account is their own [29] Group 3: Safe Delivery Practices - It is suggested to have packages sent to workplaces for added security and to confirm the legitimacy of delivery notifications before picking up packages [35] - Upon receiving a package, consumers should remove any personal information from the exterior and ensure the contents are intact before signing for receipt [35] - In case of disputes, consumers are encouraged to resolve issues directly with merchants or platforms and utilize official complaint channels if necessary [35]

Core Insights - The article discusses the complexities and opportunities in the Mexican e-commerce and logistics market, highlighting the significant growth potential driven by rising demand despite socio-economic challenges [1][2]. Group 1: E-commerce Growth in Mexico - Mexico's e-commerce sales are projected to grow approximately 20% year-on-year in 2024, reaching a total of 789.7 billion Mexican pesos (around 43.3 billion USD), marking six consecutive years of double-digit growth [1]. - The COVID-19 pandemic acted as a turning point for e-commerce in Mexico, with a noticeable increase in online shopping habits, particularly among younger consumers [7][8]. - The market is characterized by a significant gap between high consumer prices and low average incomes, with about 70-80% of the population earning less than 15,000 RMB per month [5]. Group 2: Logistics Challenges and Opportunities - The logistics sector in Mexico faces challenges due to complex geography and security issues, but companies like iMile are leveraging these challenges as opportunities for growth [1][2]. - Traditional logistics providers in Mexico, such as FedEx and DHL, have been criticized for high prices and slow delivery times, which new entrants like iMile are addressing by optimizing service speed and cost [2][22]. - iMile has achieved nationwide coverage in Mexico within a short period, indicating effective market entry strategies and local compliance [18][20]. Group 3: Local Market Dynamics - The Mexican address system is relatively well-developed, which aids logistics operations despite the country's socio-economic disparities [6]. - The logistics market is heavily influenced by local conditions, including the need for localized delivery strategies in areas with high crime rates or poor infrastructure [10][11][12]. - The presence of local delivery personnel is crucial for navigating the unique challenges of the Mexican market, including cultural and social dynamics [12][39]. Group 4: Competitive Landscape - Chinese logistics companies are reshaping the Mexican delivery landscape by providing cost-effective and efficient services, filling a gap left by traditional providers [23][21]. - The entry of companies like iMile has led to a reduction in delivery times from 8 days to 5-6 days nationwide, significantly improving service levels [22]. - The competitive environment is expected to continue evolving as more Chinese companies enter the market, enhancing service quality and affordability [23][25].

更多新技术的应用，让大促爆单的现象得到了极大缓解。此外，也与电商大促的时间拉长不无关系。 去年8月，山西晋中市迎来了第一辆无人物流车。 这个中部四线小城的快递网点彼时不会想到，这一改变当地快递生态的初衷，可能只是源于直播间里 的"手慢无"。 "前几年618我们临时雇了几个兼职快递员还忙得人仰马翻，今年件量比较平稳，全靠这些'铁伙 计'了。"近日极兔速递寿阳县网点负责人张庆富告诉21世纪经济报道记者。 八月中旬，当地首台无人物流车正式上路。 作为一个"快递新人"，在初期也充满小插曲。张庆富回忆，"一开始车位被占，无人车只能原地犯傻打 转。有时候路况识别错误，也会莫名拐进主干道。" 驯服"快递新人" 不过，短短两三月，无人车跑得越来越"溜"，效率肉眼可见地提升。初尝甜头，张庆富将他的"无人车 队"迅速扩张至六台。 每天早晨，寿阳县网点门前停驻六台无人车，操作员将包裹依次装入"肚子"里，点击屏幕设定路线，车 门自动落锁，引擎轻响。无人车平稳驶出大门，汇入县城清晨的车流。 张庆富告诉21世纪经济报道记者，一条线路上，无人车送完7个快递驿站只需要50到70分钟，相比人工 效率大大提升。 快递下乡"三本账" 晋中市属山西 ...

邮政行业寄递业务量累计完成861.8亿件，同比增长17.6%；其中，快递业务量累计完成787.7亿件，同 比增长20.1%。 同城快递业务量累计完成64.2亿件，同比增长5.8%；异地快递业务量累计完成706.9亿件，同比增长 21.5%；国际/港澳台快递业务量累计完成16.6亿件，同比增长22.4%。（下转A02版） ● 本报记者 王婧涵 6月16日，国家邮政局公布的5月邮政行业运行情况显示，1至5月，快递业务收入累计完成5924.6亿元， 同比增长10.3%。 5月，全国邮政行业业务收入（不包括邮政储蓄银行直接营业收入）完成1496.1亿元，同比增长7.5%； 其中，快递业务收入完成1255.5亿元，同比增长8.2%。邮政行业寄递业务量完成187.8亿件，同比增长 14.8%；其中，快递业务量完成173.2亿件，同比增长17.2%。 前5月邮政行业业务收入增长8.0% 数据显示，1至5月，我国邮政行业业务收入累计完成7187.3亿元，同比增长8.0%；其中，快递业务收入 累计完成5924.6亿元，同比增长10.3%。 智能化水平不断提高 国家邮政局表示，5月，我国快递业发展稳中有进，市场规模持续扩增，多业 ...

2025 年 6 月 16 日 行业研究 中东地缘冲突升级，看好油运景气回升 ——交通运输行业周报第42期（20250609-20250615） 要点 中东地缘政治风险升级， VLCC 运价跳涨。本周中东地缘风险加剧，以色列 于 6 月 13 日发动对伊朗的打击，袭击了伊朗境内数十个与核计划和其他军 事设施相关的目标，造成了伊朗多名高级别核科学家、高级军事指挥官死 亡；伊朗对以色列实施报复，发射弹道导弹打击以色列军事中心、空军基地 等目标。截至 6 月 15 日，双方冲突仍在持续，军事行动目标已包含能源设 施，以色列袭击了德黑兰的沙赫兰油库和两座天然气加工厂，导致全球最大 气田南帕尔斯气田的一座海上平台生产停止，原定于 6 月 15 日举行的伊核 谈判已取消。中东地区地缘政治风险全面升级，造成 VLCC 运价跳涨，根据 Clarksons，VLCC 中东-中国航线的运价从本周早些时候的约 40 ws 点上涨 至周五的 58.5ws 点。 原油运输风险上升叠加对伊原油制裁可能性，油运景气有望回升。本轮伊以 冲突对原油和油运市场的影响包括：（1）地缘冲突加剧导致原油运输风险 加剧。2025 年至今，全球约 11% ...

金十数据6月16日讯，由中国快递协会主办的"2025快递业高质量发展大会"今日在河北廊坊举办。新出 炉的中国快递业国际发展指数为77.9，同比提升10.5%。中国快递协会副秘书长董晓云在解读指数时表 示，该指数不仅可以全面反映我国快递业的国际化发展水平，还可以为中国快递业在支撑跨境电商和国 际贸易发展中所发挥的作用，提供可量化的参考依据。 （澎湃） 中国快递协会：2025中国快递业国际发展指数同比提升10.5% ...

Core Insights - The State Post Bureau reported that the express delivery business revenue for January to May 2025 increased by 10.3% year-on-year [1] Summary by Category Industry Performance - In May, the postal industry's total business revenue (excluding direct operating income from postal savings banks) reached 149.6 billion yuan, reflecting a year-on-year growth of 7.5% [1] - The express delivery business revenue in May amounted to 125.6 billion yuan, showing an 8.2% year-on-year increase [1] - Cumulatively, from January to May, the postal industry generated a total business revenue of 718.7 billion yuan, which is an 8.0% year-on-year growth [1] - The cumulative express delivery business revenue for the same period reached 592.5 billion yuan, marking a 10.3% year-on-year increase [1]

智通财经6月16日电，前5个月，我国邮政行业寄递业务量累计完成861.8亿件，同比增长17.6%。其中， 快递业务量累计完成787.7亿件，同比增长20.1%。 前5个月我国快递业务量完成787.7亿件 ...