快递产业转型
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2025快递之城出炉:广东、浙江、江苏稳居前三
21世纪经济报道· 2026-01-29 14:17
Core Viewpoint - The article highlights that China has established the world's largest and most utilized express delivery network, with significant growth in both express delivery volume and revenue in 2025, indicating a robust logistics market driven by demand and infrastructure support [1][5]. Express Delivery Volume - In 2025, China's total express delivery volume reached 1989.5 billion pieces, a year-on-year increase of 13.6%, setting a historical record [1][5]. - Guangdong, Zhejiang, and Jiangsu were the top three provinces in express delivery volume, achieving 460.05 billion, 344.04 billion, and 157.88 billion pieces respectively [2][5]. - Western provinces like Shaanxi, Ningxia, and Guizhou showed remarkable growth rates of 38.6%, 35.6%, and 34.4%, respectively, becoming the "growth dark horses" of the country [6][7]. Express Delivery Revenue - The total express delivery revenue in 2025 reached 1.5 trillion yuan, a year-on-year increase of 6.5%, also a historical high [10][11]. - Guangdong, Shanghai, Zhejiang, and Jiangsu led in express delivery revenue, with figures of 300.18 billion, 271.33 billion, 154.3 billion, and 108.39 billion yuan respectively [11][12]. - Notably, 17 provinces achieved double-digit growth in express delivery revenue, with Shaanxi, Hebei, and Anhui leading at 19.3%, 17.1%, and 15% respectively [12]. Market Trends - There is a notable "volume increase but price drop" phenomenon in some provinces, particularly in Guangdong, where express delivery volume grew by 8% while revenue decreased by 1.3% [3][9]. - The logistics costs in Guangdong have decreased, with the ratio of social logistics costs to GDP dropping to approximately 13.6% [12][13]. - The article indicates a shift in the express delivery industry towards a focus on quality and efficiency rather than just volume growth, with various provinces implementing new policies to reduce logistics costs [13][14].