10月5日，帕米尔高原上，在新疆克孜勒苏柯尔克孜自治州乌恰县吉根乡斯姆哈纳村，村民穆萨·普尔汗 一大早赶到村里的邮政快递服务站，拿到了自己的包裹："过节的零食、月饼都是网购的，方便！" 斯姆哈纳村距离乌鲁木齐市超过1600公里，是新疆的物流"末梢"。过去，由于村里没有快递服务点，村 民在网上购物时，只能把收件地址填到所属乡镇。 2023年以来，新疆探索"全国发集运中心，集运中心发新疆"的新模式，同时推动国内10家主要品牌寄递 企业的新疆总部落地乌鲁木齐市，建设物流枢纽。 在传统物流模式下，每个商家或客户发出的货物独立运输，导致货运量分散、成本增加。京东集团副总 裁孔祥莹介绍，集运模式下，商家只需要将商品发货至浙江杭州、陕西西安等地的集运仓，由电商平台 合作的物流服务商集中进行二段运输，增量降本。 "公转铁"集装箱班列也显著降低了物流成本。去年3月，全国首趟快递电商"公转铁"集装箱班列从西安 市始发，38个小时后到达乌鲁木齐市，较公路运输缩短5小时左右，运输时效提升约12%，运费降低 57%左右。 随着一系列举措发力，新疆社会物流成本呈稳步下降态势。最新统计核算结果显示，新疆社会物流总费 用与地区生产总值的比率 ...

作为国内最具影响力的户外顶级赛事，戈20计划于2025年9月28日至10月4日在甘肃敦煌、瓜州举行。届 时，5000名参赛者将在四天三夜内徒步穿越121公里的无人戈壁，途经阿育王寺、锁阳城遗址等历史遗 迹，诠释"理想、行动、坚持、超越"的赛事精神。戈壁恶劣的自然环境和严苛的补给需求，对赛事的后 勤保障提出了极高挑战。极兔速递的加入，将为赛事建立可靠且高效的物流连接。 9月12日，极兔速递与第二十届玄奘之路戈壁挑战赛(以下简称"戈20")正式签署战略合作协议。赛事主 席、行知探索董事长曲向东与极兔速递CEO刘伟共同出席了签约仪式。 本次签约以戈20赛事官方物流合作为基础，进一步升级为极兔速递与行知探索文化发展集团的战略合 作。双方将充分发挥各自优势，共同拓展更广阔的合作空间。根据协议，极兔速递将作为戈20赛事官方 物流合作伙伴，依托覆盖全国的快递网络和智能化管理系统，全面保障戈20赛事，确保在无人戈壁的极 端环境中，为参赛者和组委会提供安全、稳定、高效的物流保障。 在赛事前期，极兔将提前部署物流资源，高效完成帐篷、医疗设备、后勤保障等赛事物资的跨区域调 运；赛事期间，极兔将通过智能化管理系统实时监控物流节点，并 ...

Core Viewpoint - The establishment of village-level logistics service stations by China Post in Nanchong, Sichuan, has significantly improved the delivery of packages to rural areas, facilitating cooperation with private express companies to enhance service efficiency and coverage [3]. Group 1: Logistics Service Stations - China Post has created the first batch of village-level logistics service stations in Nanchong, which has enabled unified delivery of packages from various express companies to rural areas [3]. - The Datan Village logistics service station has delivered nearly 10,000 packages in one year, covering over 10,000 people across three administrative villages and one construction site [3]. - As of August this year, 43 standardized logistics service stations have been established across 26 administrative towns in Yingshan County [3]. Group 2: Collaboration with Express Companies - China Post collaborates with private express companies to address the challenges of delivering packages to remote villages, leveraging its extensive delivery network [3]. - The partnership allows for the separate sorting of packages that are difficult to deliver, with China Post handling the final delivery to rural areas [3]. - The cooperation has led to a significant increase in package volume, with the number of packages received at the service station rising from less than 100 to 879 in one year [3]. Group 3: Cost Efficiency and Revenue Generation - The cost for villagers to receive packages through the service station is lower than traditional storage fees, eliminating the need for additional charges [3]. - The logistics service stations also provide a source of income for local businesses, with the owner of a small shop reporting earnings of 400 to 500 yuan per month from package services [3]. - To alleviate delivery pressure, China Post has coordinated with local passenger transport services to utilize excess capacity for package delivery [3].

Core Insights - The express delivery industry is facing a "volume increase and price decrease" dilemma, with a projected 19.3% year-on-year growth in business volume for the first half of 2025, while competitive pricing pressures continue to rise [2] - Yunda's differentiated strategy focuses on "express delivery into villages" and "express delivery into factories," which is seen as a key initiative for supporting national rural revitalization and upgrading the manufacturing supply chain [2][8] Group 1: Express Delivery into Villages - Yunda aims to activate rural economic growth by implementing a "network sinking + customized services" dual approach, facilitating the last mile for consumer goods and the first mile for agricultural products [2] - As of the first half of 2025, Yunda's service network covers all 31 provinces, with over 99.8% coverage in county-level areas, and has added more than 1,300 township outlets [3] - Customized solutions for rural specialty industries include optimized packaging and logistics for local products, such as a cold chain logistics system in Sichuan that significantly extends the shelf life of mushrooms [5] Group 2: Express Delivery into Factories - Yunda is transforming from a mere "transport service provider" to a "supply chain partner" by leveraging technology and focusing on industry-specific needs, thus creating a new ecosystem for manufacturing logistics [6] - The company has established 468 package collection warehouses to enhance efficiency through automation, with significant improvements in daily collection volumes in manufacturing hubs [6][7] - Yunda's tailored services for different industries, such as specialized packaging for fragile items, have led to a reduction in damage rates and improved logistics efficiency [8] Group 3: Future Outlook - Yunda's strategies of "express delivery into villages" and "express delivery into factories" allow it to avoid homogeneous price wars while capitalizing on policy benefits related to rural revitalization and industrial integration [8] - The company plans to strengthen its core competitiveness through the continued operation of package collection and grid warehouses, as well as the implementation of technologies like "Yunda Intelligent Body" and "unmanned delivery" [8]

Core Viewpoint - The meeting held by the State Post Bureau highlighted two major issues in the express delivery industry: escalating "involution" competition and persistent illegal charges in rural areas [1][3][4] Group 1: Involution Competition - The State Post Bureau has reiterated its stance against "involution" competition, emphasizing the need for express companies to enhance compliance awareness and establish long-term mechanisms to mitigate risks [4][6] - The price war in the industry has severely impacted profit margins, with the average express delivery price dropping by 8.2% year-on-year to 7.5 yuan in the first five months of 2025, despite a 19.3% increase in business volume [6][7] - Historical context shows that the price war began in 2005 and has intensified over the years, particularly with the entry of new players like Jitu [6][10] Group 2: Rural Delivery Issues - Illegal charges in rural express delivery have become a significant concern, with various forms of unauthorized fees being reported, such as forced delivery charges and unreasonable fees for package retrieval [8][9] - The issue of "last mile" delivery in rural areas is critical for enhancing the quality of life for farmers and promoting rural economic development, as highlighted in the central government's policy [9][10] - Recent actions by postal management departments across multiple regions aim to address the issue of illegal charges, with significant penalties imposed on violators [10][11][12] Group 3: Industry Responses and Innovations - Leading companies are exploring differentiated strategies to overcome the challenges posed by involution competition, with Shentong's acquisition of Daniao Logistics being a notable example [10] - Companies like SF Express and JD Logistics are leveraging technology to improve service efficiency and delivery capabilities, moving towards value creation rather than price competition [10][11] - Local governments are focusing on building comprehensive logistics service stations in villages to address the "last mile" delivery challenges and improve service quality [11][12]

Group 1 - The core viewpoint of the articles highlights the significant growth in Hainan's express delivery industry, with a 11% year-on-year increase in business volume and a 17% increase in delivery volume in the first half of the year [1] - Hainan's express delivery business volume reached 160 million pieces, matching the total volume for the entire year of 2022 [1] - The province has accelerated the construction of digital postal services, including the testing of unmanned delivery vehicles that can carry 800 to 1000 packages and reduce delivery costs by approximately 50% while improving efficiency by about 30% [1] Group 2 - Hainan has made positive progress in building a rural delivery logistics system, with over 70% of administrative villages covered by integrated delivery service stations [2] - The express delivery business in rural areas saw a 20% increase in collection volume and a 21% increase in delivery volume year-on-year [2] - The postal and express delivery services have facilitated the rapid sale of local agricultural products, with approximately 35 million packages related to agricultural products being sent, contributing to a sales revenue of about 1.19 billion yuan [2]

Core Insights - The express delivery industry in China has surpassed 1 trillion packages as of July 9, 2025, achieving this milestone 35 days earlier than in 2024, indicating strong growth and resilience in the sector [2] - The rapid growth of the express delivery sector reflects its role in promoting consumption upgrades and supporting economic growth [2] Group 1: Industry Growth - The express delivery volume has consistently exceeded 1 trillion packages for five consecutive years since the 14th Five-Year Plan began [2] - The time taken to reach 1 trillion packages has been decreasing: 7 days earlier in 2022 compared to 2021, 39 days earlier in 2023 compared to 2022, and 71 days earlier in 2024 compared to 2023 [2] Group 2: Rural Delivery Expansion - The "express delivery into villages" initiative has strengthened rural logistics, facilitating resource flow between urban and rural areas and reducing the gap in consumption experiences [3] - Over 1,200 county-level public delivery service centers and more than 300,000 village-level logistics service stations have been established, enhancing delivery efficiency and reducing costs for agricultural products [3] Group 3: Integration with Manufacturing - The integration of express delivery services with manufacturing has expanded service capabilities, with over 1,600 key projects generating over 1 million yuan in revenue [4] - Express delivery services are increasingly supporting advanced manufacturing sectors, including medical and new energy vehicles, thereby broadening the industry's service scope [4] Group 4: Technological Advancements - The adoption of new technologies such as AI, drones, and 5G is driving efficiency and cost reduction across the delivery process, from warehousing to last-mile delivery [5] - The digital transformation of the express delivery industry is enhancing economies of scale and contributing to rapid growth in delivery volumes [5] Group 5: Economic Impact - The express delivery network in China has become a vital part of the economy, connecting various sectors and facilitating the flow of goods across the country [6] - The diverse range of products being delivered, from clothing to appliances, reflects the vibrancy of the consumer market and the overall economic development in China [6]

Core Insights - Yanggu County is implementing a series of initiatives to enhance the development of the postal and express delivery industry, focusing on high-quality growth and improved service coverage [1][3]. Group 1: Policy and Planning - The county has introduced the "Implementation Plan for Accelerating the High-Quality Development of the Postal and Express Delivery Industry," which outlines a systematic approach to developing a three-tiered delivery system [3]. - A dedicated postal management administrative department has been established, marking the first of its kind in the city, to oversee the express delivery sector [3]. Group 2: Infrastructure Development - A comprehensive logistics park is being developed, covering an area of 20,000 square meters with a daily processing capacity of 200,000 packages, integrating major express brands [3]. - The construction of town-level logistics hubs is being reinforced, utilizing existing transportation infrastructure to create integrated service stations that combine logistics and e-commerce [4]. Group 3: Business Integration and Growth - The county is promoting the integration of express delivery with e-commerce, focusing on agricultural products to enhance business volume and sales [3]. - A collaborative mechanism has been established between delivery companies and e-commerce platforms to facilitate the sale of local products, thereby driving mutual growth in delivery volume and sales revenue [3]. Group 4: Cost Efficiency and Service Optimization - The integration of online and offline resources at service stations is expected to save approximately 100,000 yuan annually in logistics costs, while achieving daily throughput of over 4,000 packages [4]. - The "Yangyi Tong" model has been introduced to optimize urban-rural logistics, leveraging freight vehicles for efficient sorting and delivery, which has been recognized as a successful case in addressing rural logistics challenges [4]. Group 5: Sustainability Initiatives - The county is focusing on green development by promoting eco-friendly packaging and encouraging recycling, with all delivery vehicles in urban areas being replaced with new energy electric vehicles [4]. - The introduction of unmanned delivery vehicles by Yunda Express in Yanggu County sets a precedent for low-carbon logistics solutions [4].

Core Insights - The article highlights the significant impact of the "Express Delivery into Villages" initiative in rural areas, particularly in Xuancheng County, where improved logistics have enhanced consumer confidence and convenience [6]. Group 1: Consumer Behavior and Experience - Villagers are increasingly engaging in online shopping due to improved delivery services, with examples like Yang Xiaomei purchasing a smart refrigerator and receiving it directly at her home [3]. - The convenience of local delivery services has led to a surge in online shopping enthusiasm, as evidenced by the increased package volume at local postal stations [3][4]. Group 2: Logistics and Infrastructure Development - Xuancheng County has established a robust logistics network with 115 logistics companies, 18 comprehensive transportation service stations, over 200 township service stations, and more than 300 village service points, ensuring that every village has access to delivery services [6]. - The logistics network serves as a vital link between rural areas and broader markets, facilitating the flow of goods and enhancing the quality of life for residents [6]. Group 3: Economic and Social Impact - The initiative is not only about delivering packages but also about instilling confidence in rural communities, allowing them to embrace modern living and economic opportunities [6]. - The transformation of rural consumption patterns is evident, with traditional products like local mountain delicacies being sold online, showcasing the potential for rural economic revitalization [3][4].

Core Viewpoint - The development of express delivery services has expanded to rural areas, with over 100 million packages being delivered daily in these regions. However, the industry faces challenges in cost reduction and efficiency improvement due to declining delivery fees [1]. Group 1: Integration of Services - The "express + supermarket" model in Dagu County, Yunnan, has led to the establishment of a logistics center that reduces service costs by integrating resources from multiple express companies [2][4]. - Dagu County has implemented strategic collaborations to enhance rural logistics, including upgrading transportation infrastructure and utilizing customized vehicles for delivery [2][4]. - The integration of passenger and freight services has been successfully demonstrated in various regions, such as Hunan, where local transport companies and postal services collaborate to optimize resource utilization [4][6]. Group 2: Technological Advancements - The use of drones is addressing the "last mile" delivery challenges in remote mountainous areas, significantly reducing delivery times compared to traditional methods [7][9]. - Drones have been shown to enhance the efficiency of delivering agricultural products, ensuring freshness and competitive pricing through e-commerce channels [9]. - The introduction of autonomous delivery vehicles is expected to improve delivery frequency and reduce operational costs, making rural express services more comparable to urban standards [9][11]. Group 3: Challenges in Implementation - Despite the demand for rural delivery services, challenges such as sparse population distribution, complex terrain, and high operational costs persist, necessitating the adoption of collaborative delivery models [12][13]. - The initial goal of resource integration through collaborative delivery is to reduce costs and improve efficiency, but issues such as profit distribution and data sharing remain significant hurdles [13][15]. - The sustainability of the "passenger-freight integration" model is questioned due to reliance on subsidies, which may not be viable in the long term without a self-sustaining business model [15].