Core Viewpoint - YTO Express has released its main operating data for January 2026, indicating the company's performance in the express delivery sector [1] Group 1: Company Data - The announcement includes key operating data for YTO Express's express delivery business for January 2026 [1] - The data presented is unaudited, and investors are advised to be cautious regarding investment risks [1] - The announcement is made by the board of directors of YTO Express, ensuring the content's authenticity and completeness [1]

Group 1 - The total postal industry delivery volume in China reached 1,772.5 billion pieces from January to October, with a year-on-year growth of 14.0% [1] - The express delivery volume accounted for 1,626.8 billion pieces during the same period, showing a year-on-year increase of 16.1% [1] - In October, the postal industry delivery volume was 189.9 billion pieces, reflecting a year-on-year growth of 6.5%, while express delivery volume was 176.0 billion pieces, up by 7.9% [1] Group 2 - The total revenue of the postal industry (excluding direct operating income from postal savings banks) reached 14,700.5 billion yuan from January to October, with a year-on-year increase of 7.7% [1] - Express delivery revenue for the same period was 12,174.1 billion yuan, marking an 8.5% year-on-year growth [1] - In October, the postal industry revenue was 1,564.2 billion yuan, with express delivery revenue at 1,316.7 billion yuan, reflecting a year-on-year growth of 7.9% and 4.7% respectively [1] Group 3 - The share of same-city, intercity, and international/Hong Kong, Macau, and Taiwan express delivery volumes in the total express delivery volume was 8.1%, 89.8%, and 2.1% respectively from January to October [1] - The revenue distribution of express delivery in eastern, central, and western regions was 73.8%, 15.6%, and 10.6%, while the volume distribution was 70.9%, 19.7%, and 9.4% respectively [1] Group 4 - The top five cities in terms of express delivery revenue are Shanghai, Guangzhou, Shenzhen, Jinhua (Yiwu), and Hangzhou, with Shanghai leading significantly [2] - In terms of express processing volume, the top five cities are Guangzhou, Jinhua (Yiwu), Shenzhen, Shanghai, and Dongguan, which includes both express delivery volume and delivery volume [2]

Core Insights - The postal industry in China reported a business revenue of 156.4 billion yuan in October, marking a year-on-year growth of 7.9% [1] - Express delivery revenue reached 131.67 billion yuan in October, with a year-on-year increase of 4.7% [1] - Cumulative business revenue for the postal industry from January to October was 1.47005 trillion yuan, reflecting a 7.7% year-on-year growth [1] Revenue and Volume Analysis - In October, the total volume of postal delivery reached 18.99 billion pieces, up 6.5% year-on-year, while express delivery volume was 17.6 billion pieces, increasing by 7.9% [1] - From January to October, the cumulative volume of postal delivery was 177.25 billion pieces, a 14.0% increase year-on-year, with express delivery volume at 162.68 billion pieces, growing by 16.1% [1] Segment Performance - For the first ten months, same-city express delivery accounted for 8.1% of total express delivery volume, while intercity and international/Hong Kong-Macau-Taiwan deliveries made up 89.8% and 2.1%, respectively [2] - The share of same-city express delivery volume decreased by 1.0 percentage points compared to the previous year, while intercity delivery's share increased by 1.1 percentage points [2] Regional Insights - In terms of revenue distribution, the eastern, central, and western regions contributed 73.8%, 15.6%, and 10.6% respectively to express delivery revenue [2] - The eastern region saw a decline in both revenue and volume share compared to the previous year, while the central and western regions experienced increases in both metrics [2]