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“双11”旺季快递业务量再创新高 单日业务量峰值达7.77亿件
Jing Ji Ri Bao· 2025-11-12 22:20
为缓解一线快递员旺季工作压力,各地邮政管理部门督促寄递企业全面落实快递员群体权益保障工作, 确保合理劳动报酬,畅通诉求反映渠道。 国家邮政局相关负责人表示,为应对挑战,邮政行业积极强化与电商平台信息协同,通过优化邮快件处 理流程,确保运行更加平稳有序。同时,各寄递企业加大投入,在处理场所、设施设备、运力配置和信 息系统等方面进行升级,有效提升行业承载能力和运行效率。在快递末端,各寄递企业通过科技赋能、 资源整合、增派人员、调整班次等,进一步丰富快递末端服务模式,提升末端服务保障能力。 (文章来源:经济日报) 国家邮政局监测数据显示,今年"双11"期间快递业务量再创新高。10月21日至11月11日,全国邮政快递 企业共揽收快递包裹139.38亿件,期间日均揽收量达6.34亿件,是日常业务量的117.8%。旺季单日业务 量峰值达7.77亿件,刷新单日业务量纪录。快递市场规模持续扩大,展现了邮政快递业对促进消费升级 和实体经济增长的关键支撑作用。 今年"双11",邮政行业在打造安全旺季、畅通旺季、暖心旺季的同时,还特别注重打造绿色旺季。各寄 递企业联合上游电商企业使用原发包装、免胶带纸箱和可循环包装,并加大新能源车 ...
中通快递-W涨超4% 公司单票盈利性领先 机构建议关注快递旺季价格表现
Zhi Tong Cai Jing· 2025-10-09 07:45
Core Viewpoint - ZTO Express (02057) has seen a significant stock price increase of over 4%, attributed to favorable industry developments and policy changes aimed at reducing competition pressure, leading to a substantial valuation recovery [1] Industry Summary - The "anti-involution" policy has catalyzed positive signals within the industry, with multiple favorable events contributing to a recovery in valuations [1] - In early May, the express delivery rates in Yiwu began to show slight recovery, followed by price increases in the South China region in early August and in Yiwu by the end of August [1] - Monthly data from major e-commerce express companies since August indicates initial validation of price recovery on a month-on-month basis [1] - As the peak season approaches with Double Eleven, attention is drawn to seasonal price performance and data validation [1] Company Summary - ZTO Express is noted for its significant scale effects and superior single-package profitability compared to peers [1] - Continuous optimization of product and business structure, along with ongoing cost-reduction projects, is expected to further enhance single-package profitability, widening the gap with competitors [1] - The short-term strategy focuses on balancing volume and profit, leading to recovery in profits and growth, while the long-term outlook remains positive for leading e-commerce express companies due to strong management capabilities [1]