Core Viewpoint - Recent price adjustments by express delivery companies in regions like Guangdong and Zhejiang indicate a shift in the market, with price increases of 0.3 to 0.7 yuan per parcel, impacting downstream merchants and potentially leading to higher costs for consumers [1][2] Group 1: Price Adjustments and Market Impact - Express delivery companies in Guangdong have set a minimum price of 1.4 yuan per parcel, affecting merchants who previously negotiated lower rates [1] - The increase in delivery costs is likely to be passed on to consumers, raising concerns about the overall service quality in the industry [1][2] Group 2: Industry Challenges - The express delivery market has been plagued by a "volume-price inversion" issue, where companies have relied on low prices to gain market share, resulting in declining profit margins despite increasing business volume [1][3] - Many express companies are reporting a decrease in revenue per parcel, with some falling below 2 yuan, highlighting the contradiction of "increasing volume without increasing revenue" [1] Group 3: Quality vs. Price - The ongoing low-price competition has created a negative cycle of low quality and high consumer complaints, as the pressure to reduce prices affects service quality and worker compensation [2] - The industry needs to align rising prices with improved service quality to ensure a responsible approach for consumers, merchants, and the industry as a whole [2] Group 4: Regulatory and Taxation Changes - Recent tax reforms have standardized the VAT for express services at 6%, reducing tax burdens on companies and allowing for more resources to be allocated towards service improvements [3] - The industry must move away from price wars and focus on operational optimization, service innovation, and breaking the cycle of homogeneous competition to achieve true quality enhancement [3]

Core Viewpoint - Recent price adjustments by express delivery companies in regions like Guangdong and Zhejiang are expected to impact e-commerce clients, with price increases ranging from 0.3 to 0.7 yuan per parcel, and a minimum price set at 1.4 yuan per parcel. This change is likely to increase operational costs for merchants, which may be passed on to consumers. The focus should be on improving service quality rather than merely increasing prices [1][2]. Industry Background - The express delivery market has long faced a "volume-price inversion" issue, where companies have relied on low prices to gain market share, resulting in declining profit margins despite increasing business volume. In the first half of 2025, the national express delivery volume reached 956.4 billion parcels, a year-on-year increase of 19.3%, yet many companies reported a decrease in revenue per parcel, with some falling below 2 yuan, highlighting the "increment without revenue" contradiction [1][2]. Price Competition and Quality Issues - In regions with dense express delivery operations, such as Jinhua and Guangzhou, the prolonged low-price competition has severely compressed profit margins, leading to a vicious cycle of price cutting and declining service quality. This pressure ultimately affects grassroots outlets and frontline workers, resulting in low wages and decreased service motivation, which in turn increases consumer complaints [2][3]. Regulatory Environment - Regulatory bodies, including the State Post Bureau, are actively monitoring the express delivery industry's health and opposing "involutionary" competition. They are working to improve end-service quality and create a favorable policy environment for industry enhancement [2]. Tax Policy Changes - Recent tax reforms have provided express delivery companies with relief by standardizing the VAT rate for delivery services at 6%, reducing tax burdens and allowing more resources for service quality improvements. Previously, there were inconsistencies in tax rates across regions, which complicated financial planning for companies [3]. Need for Differentiation - The express delivery industry is trapped in a cycle of price competition due to a lack of differentiation among services. To break this cycle, companies must focus on optimizing operations, upgrading logistics systems, and innovating service models, shifting from a "price war" to a "value war" [3].

每经评论员王郁彪 近日，广东、浙江等地多家快递公司对电商客户启动调价，其中广东作为重点调价区域，单件快递调价 幅度在0.3元至0.7元之间，同时还设定了1.4元/单的底线价。这一变化直接影响到了下游商家——社交 媒体上有商家反馈，此前谈定的每单1.3元快递费上涨0.4元，经营成本明显增加。 商家增加的成本最终会由谁承担？从市场传导逻辑来看，大概率会间接转移至消费者。在此背景下，笔 者认为，快递涨价不应是最终目的，服务提质才是关键。这里的"质"包含两层内涵：一是消费者能直接 感知的快递服务质量，二是支撑行业运转的基层网点生存环境与一线从业人员待遇。 要理解当前调价的行业背景，就不得不提快递市场长期存在的"量价倒挂"问题。一直以来，快递公 司"低价换量"的竞争策略早已成为行业常态，即便业务量持续增长，利润空间却未同步提升。据国家邮 政局数据，2025年上半年全国快递业务量累计完成956.4亿件，同比增长19.3%，呈现出显著的增长态 势。但与之形成反差的是，多家快递公司上半年经营数据显示，快递单票收入逐月下降，且已有不少企 业跌破2元大关，"增量不增收"的矛盾愈发突出。 这种矛盾在快递业务密集区域表现得更为明显。 ...