Core Insights - The express delivery market in China has shown continuous growth in 2023, with a focus on enhancing service levels and promoting smart, green, and international development to support online consumption [1][3] Group 1: Market Growth and Performance - From January to August 2023, the total express delivery volume reached 128.2 billion pieces, marking a year-on-year increase of 17.8% [1] - The average daily express delivery volume in January and February was approximately 620 million pieces, surpassing the expected daily volume for the 2024 "Double 11" shopping festival [1] - The express delivery sector has effectively met the demands of live-streaming sales, holiday economies, and the recycling of consumer goods, thereby continuously stimulating online consumption [3] Group 2: E-commerce Integration - Over 80% of express delivery volume is derived from e-commerce, which has significantly transformed production and consumption habits, as well as the logistics landscape in China [4] - The online retail sales in China have surged from 258.6 billion yuan in 2009 to 15.5 trillion yuan in 2024, representing a 59-fold increase over 15 years [4] Group 3: Regional Performance - The express delivery business in western regions of China has shown remarkable growth, with provinces like Shaanxi and Ningxia experiencing increases exceeding 40%, while Guizhou, Xinjiang, Inner Mongolia, and Qinghai saw growth rates above 30% [8] Group 4: Cross-border E-commerce Expansion - Chinese companies are accelerating their overseas expansion in cross-border e-commerce, with nearly 300 overseas distribution centers and warehouses established this year [12][18] - The integration of cross-border e-commerce and international logistics is crucial for transforming trade methods and building a resilient international logistics supply chain [16] Group 5: Market Recognition and Demand - Major Chinese e-commerce platforms like Alibaba, AliExpress, Pinduoduo's Temu, and Shein have gained significant market share and recognition among international consumers [14] - The demand for unique and innovative products from Chinese companies has led to increased orders and price hikes, indicating a robust market response [10]

央视网消息：今年以来，我国快递市场规模持续增长，快递业着力提升服务水平，加快推动智能化、绿色化、国际化发展，高效支撑线上 消费活力释放。 数据显示，1—8月，我国快递业务量累计完成1282.0亿件，同比增长17.8%。其中，1—2月，日均业务量约6.2亿件，超2024年"双11"日均 水平。 国务院发展研究中心市场经济研究所副所长 魏际刚：快递具有很强的连接性、纽带性、渗透性和融合性。它使得东西部之间，东中西之 间连接更加紧密，使得生产的分工合作进一步深化，流通效率更高，流动成本不断降低，商流、物流、资金流、信息流的一体化运作的程度不 断向纵深推进。 今年前8个月，快递业务量在西部地区表现尤其亮眼，延续去年高速增长势头，其中，陕西、宁夏增幅超过40%，贵州、新疆、内蒙古、 青海增幅在30%以上。其中，日用百货类、宠物用品等商品订单量大幅度增长，家电、家居、母婴、服饰、绿植等品类也加速进入西部市场。 中国人民大学中国就业与民生研究院副院长 周广肃：电商的发展极大地扩展了销售的半径，充分发挥了消费对于经济增长的提振作用。 快递公司加速海外布局 今年以来，我国快递行业充分满足直播带货、假日经济、消费品以旧换新等寄递 ...