Core Viewpoint - The express delivery industry in China is undergoing a "de-involution" reform, marked by collective price increases among major companies to combat severe price competition that has led to unsustainable business practices [1][2]. Group 1: Price Increases and Regulations - Multiple express delivery companies have announced price hikes, starting from a meeting in Yiwu, where the minimum price per package was raised by 0.1 yuan to 1.2 yuan [1]. - The State Post Bureau's meeting on July 29 became a turning point, leading to Guangdong's implementation of a new regulation that raised the minimum price by 0.4 yuan per package, setting a floor of 1.4 yuan [1]. - The express delivery industry has seen extreme price competition, with rates as low as 0.8 yuan for nationwide delivery, which is below the cost price [1]. Group 2: Historical Context and Challenges - The price war in the express delivery sector began around 2019, with previous attempts to raise prices in 2020 failing due to intense competition and new entrants [2]. - The success of the current "de-involution" reform is complicated by the need for government regulations to prevent companies from undercutting each other [2]. Group 3: Service Quality and Employee Welfare - The increase in prices must be accompanied by improvements in service quality, as low-price competition has led to issues such as package damage and delays [2]. - A successful reform should create a positive cycle of service quality, reasonable profits, and employee welfare, ensuring that frontline workers benefit from price increases [3]. - As of July 9, the express delivery volume in China surpassed 1 trillion packages, indicating strong economic resilience and the need for high-quality development in the industry [3].