近日，国家邮政局公布数据表示，中国已建成世界上规模最大、受益人数最多的寄递网络。从2025年全国快递业务数据看，1- 12月，全国快递业务量累计完成1989.5亿件，同比增长13.6%，快递业务收入累计完成1.5万亿元，同比增长6.5%，均创下历史新 高。 在这张全球最大寄递网络中，哪些省份扮演了关键枢纽？ 从快递业务量看，2025年，广东、浙江、江苏三座东部省份仍位列全国前三，分别达到460.05亿件、344.04亿件、157.88亿件， 陕西、宁夏、贵州等西部省份则在增速上交出亮眼表现，凭借38.6%、35.6%、34.4%的超快增长，领跑全国。 值得注意的是，对比快递业务总量和收入规模，部分省份出现"量增价跌"现象。其中，广东2025年快递业务量同比增长8%、业 务收入同比下降1.3%，拉动全省物流成本进一步下探。除北京外，2025年全国共有30个省份快递业务收入增速较2024年有所放 缓。 东部守擂，西部崛起 从快递业务量看，国家邮政局公布数据表示，2025年1-12月，全国快递业务量完成1989.5亿件，同比增长13.6%，创下历史新 高。其中，广东、浙江、江苏三座东部省份仍实现规模领跑，陕西、宁夏 ...

Core Insights - The postal industry in China is projected to handle a total of 216.51 billion parcels in 2025, reflecting a year-on-year growth of 11.8% [1] - The express delivery segment is expected to account for 198.95 billion parcels, with a year-on-year increase of 13.6% [1] - The overall revenue for the postal industry is anticipated to reach 1.8 trillion yuan in 2025, marking a 6.1% increase compared to the previous year [1] - Revenue from the express delivery sector is projected to be 1.5 trillion yuan, showing a growth of 6.5% year-on-year [1] Regional Development - The growth in the postal industry is contributing to a more balanced regional development, particularly in the central and western regions of China [1] - The share of express delivery revenue from eastern, central, and western regions is expected to be 73.7%, 15.7%, and 10.6% respectively [1] - The volume of express deliveries from these regions is projected to be 70.5% from the east, 19.9% from the central, and 9.6% from the west [1]

Core Insights - The postal industry in China is projected to handle a total of 216.51 billion delivery items in 2025, marking an 11.8% year-on-year growth. The express delivery segment is expected to account for 198.95 billion items, reflecting a 13.6% increase [1] - The total revenue for the postal industry (excluding direct revenue from postal savings banks) is anticipated to reach 1.8 trillion yuan in 2025, representing a 6.1% growth. Express delivery revenue is expected to be 1.5 trillion yuan, with a growth rate of 6.5% [1] - In December 2025, the postal industry is expected to complete 19.77 billion delivery items, a 1.8% increase year-on-year, with express delivery accounting for 18.21 billion items, up 2.3% [1] Business Segmentation - In 2025, the volume of same-city express deliveries is projected to reach 15.79 billion items, growing by 1.0%. In contrast, intercity express deliveries are expected to total 178.94 billion items, with a significant growth of 15.0%. International and Hong Kong/Macau/Taiwan express deliveries are forecasted to be 4.22 billion items, up 8.8% [1] - The postal letter business is expected to decline to 680 million items in 2025, a decrease of 31.0%. The parcel business is projected to complete 30.54 million items, down 2.0%. Newspaper and magazine deliveries are also expected to decline by 4.2% and 6.5%, respectively [2] - The share of same-city, intercity, and international express deliveries in total express delivery volume is expected to be 7.9%, 90.0%, and 2.1%, respectively, with shifts in market share observed compared to the previous year [2] Regional Performance - In 2025, the revenue distribution for express delivery across eastern, central, and western regions is expected to be 73.7%, 15.7%, and 10.6%, respectively. The volume distribution is projected to be 70.5%, 19.9%, and 9.6% [2] - Compared to the previous year, the eastern region is expected to see a decline in both revenue and volume share, while the central and western regions are anticipated to experience slight increases in their respective shares [2] Market Concentration - The concentration index (CR8) for express and parcel service brands is projected to be 86.8 in 2025, showing a slight decrease of 0.1 compared to the previous months [3]

Core Insights - The postal industry in China has seen a significant increase in delivery volume, with a total of 122.3 billion items delivered from January to July, representing a year-on-year growth of 16.2% [1] - The express delivery sector has also experienced robust growth, with a total of 112.05 billion items delivered during the same period, marking an 18.7% increase year-on-year [1] - Revenue from the postal industry has steadily increased, reaching 1,018.07 billion yuan in the first seven months, which is an 8.3% year-on-year growth [1] Delivery Volume - In July alone, the express delivery volume reached 16.4 billion items, showing a year-on-year growth of 15.1% [1] - The same-city express delivery volume totaled 9.26 billion items, reflecting a 6.5% increase year-on-year, while the intercity express delivery volume reached 100.43 billion items, with a year-on-year growth of 19.9% [1] Regional Development - The revenue distribution of express delivery in different regions is as follows: Eastern region at 74.0%, Central region at 15.5%, and Western region at 10.5% [1] - Compared to the same period last year, the Central region's express delivery revenue share increased by 0.5 percentage points, and the volume share increased by 0.9 percentage points [1] - The Western region also saw an increase, with its revenue share rising by 0.3 percentage points and volume share by 0.5 percentage points [1]

Core Insights - The postal industry in China has seen a significant increase in delivery volume, with a total of 122.3 billion items delivered from January to July, marking a year-on-year growth of 16.2% [1] - The express delivery sector has also experienced robust growth, with 112.05 billion items delivered during the same period, reflecting an 18.7% increase year-on-year [1] - Revenue from the postal industry has steadily risen, reaching 1,018.07 billion yuan in the first seven months, which is an 8.3% increase compared to the previous year [1] Delivery Volume - In July alone, the express delivery volume reached 16.4 billion items, showing a year-on-year growth of 15.1% [1] - The same-city express delivery volume totaled 9.26 billion items, with a growth rate of 6.5% [1] - The intercity express delivery volume was 100.43 billion items, which represents a significant year-on-year increase of 19.9% [1] Revenue Growth - The express delivery revenue accumulated to 839.42 billion yuan in the first seven months, indicating a year-on-year growth of 9.9% [1] - The revenue distribution among different regions shows that the eastern region accounted for 74.0%, the central region for 15.5%, and the western region for 10.5% of the total express delivery revenue [1] Regional Development - The central region's share of express delivery revenue increased by 0.5 percentage points compared to the same period last year, while its volume share rose by 0.9 percentage points [1] - The western region also saw an increase, with its revenue share up by 0.3 percentage points and volume share up by 0.5 percentage points compared to the previous year [1]

Group 1 - The postal industry achieved a business revenue of 144.98 billion yuan in July, representing a year-on-year growth of 8.6% [1] - The express delivery business generated a revenue of 120.64 billion yuan in July, with a year-on-year increase of 8.9% [1]

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]