12月1日，国家邮政局公布的监测数据显示，截至11月30日，我国快递年业务量首次突破1800亿件。 从数据上看，2025年以来，我国快递业务量月均超160亿件，平均每秒超6200件，单日最高7.77亿 件……1800亿件快件绘就的壮阔图景，折射出中国经济蓬勃发展的强劲脉动。 前10个月，我国快递服务质量稳步提升。重点地区72小时妥投率和快递服务公众满意度同比分别得到提 升。 国家邮政局透露，今年我国第1800亿件快递是广东深圳一位市民网购的智能学习机，这件快件从京东智 狼仓经过全自动分拣出库，运达站点后将由无人快递车送至收件人小区门口，再由京东快递小哥送货上 门，快件派送全程实现了较高程度的无人化。 近年来，邮政快递业立足应用场景多元、数据资源富集和市场空间广阔的优势，主动适应新业态新模式 需求，加大科技研发投入，增强科技创新能力，提升科技应用水平。 在仓储环节，搬运机器人、飞梯机器人、高密度货架、定制化料箱、自动入库工作站等，可实现全面无 人化上架、拣选、出库，大幅提升生产效率；在分拣环节，AI视觉模型依托覆盖各主要分拨中心的摄 像头，实现毫秒级响应，显著降低错分、破损和遗失率；在运输环节，垂直领域大模型加 ...

Core Insights - The logistics industry is experiencing a new trend during this year's "Double 11" shopping festival, with an increase in the use of unmanned delivery vehicles leading to improved overall efficiency and stable operations despite a rise in order volume [2][3][4] Group 1: Operational Adjustments - The "Double 11" period has been extended, resulting in an earlier peak in order volume, with significant increases noted in various regions [3] - Middle and last-mile delivery operations have been adjusted, with some logistics centers starting work earlier and increasing delivery frequency during peak times [4] - The overall operation during "Double 11" is reported to be the most stable in years, indicating a shift from quantity-focused to quality-focused logistics [4][11] Group 2: Automation and Technology - The deployment of unmanned delivery vehicles has accelerated, with significant investments in automation and technology to enhance operational efficiency [5][7] - Unmanned vehicles are now responsible for approximately 55% of the branch transportation volume during "Double 11," significantly reducing costs and improving delivery times [7] - The number of unmanned vehicles in operation has increased dramatically, with over 2,000 units deployed across more than 200 cities [8] Group 3: Financial Implications for Couriers - There has been a noticeable increase in courier incomes during "Double 11," attributed to recent price hikes in delivery services [9][10] - Couriers are reporting income increases of over 20%, with daily delivery volumes rising significantly [10][11] - The shift towards a more stable operational model is seen as beneficial for both courier income and overall service quality [11]

Core Insights - The introduction of unmanned logistics vehicles in Jinzhong City, Shanxi Province, has significantly transformed the local express delivery ecosystem, improving efficiency and reducing reliance on human labor [1][3][8] Group 1: Technology Adoption - The application of new technologies has alleviated the phenomenon of explosive order volumes during promotional events, aided by the extended duration of e-commerce promotions [2] - The first unmanned logistics vehicle was put into operation in mid-August, and its efficiency has visibly improved within two to three months, leading to an expansion of the fleet from one to six vehicles [3][4] Group 2: Operational Efficiency - The unmanned vehicles can complete deliveries to seven express stations in 50 to 70 minutes, significantly enhancing operational efficiency compared to manual delivery [4] - The workforce at the delivery station has been reduced from 12 to 6 personnel, with displaced workers transitioning to other roles within the logistics ecosystem [5] Group 3: Cost and Safety Benefits - The average cost per delivery using unmanned vehicles can reduce costs by 25% compared to traditional delivery methods [6] - The introduction of unmanned vehicles has also decreased safety-related costs, as they come with insurance and clear liability, reducing the operational risks previously associated with human drivers [7] Group 4: Government Support and Market Trends - Local government support has been crucial, facilitating the integration of unmanned logistics into rural delivery systems, aligning with national policies aimed at enhancing rural logistics [8] - The trend of "express delivery to the countryside" is gaining momentum, with significant increases in express delivery volumes in central and western regions, indicating a shift in focus towards these areas [9] Group 5: Industry Growth and Future Outlook - The express delivery market is experiencing rapid growth, with a reported revenue of 125.55 billion yuan in May 2025, marking an 8.2% year-on-year increase [10] - The industry is also leveraging technology in transportation and warehousing, enhancing automation and efficiency across the logistics network [11][12]