Core Insights - The postal industry in China experienced a year-on-year growth in delivery business volume of 11.2% in September 2023, with total business revenue reaching 152.57 billion yuan, a 6.8% increase compared to the previous year [1][3] Summary by Categories Business Revenue - In September 2023, the postal industry generated a total revenue of 152.57 billion yuan, marking a 6.8% increase year-on-year [1] - Cumulative revenue from January to September 2023 reached 1,313.63 billion yuan, reflecting a year-on-year growth of 7.7% [3] Express Delivery - Express delivery revenue in September 2023 amounted to 127.37 billion yuan, showing a 7.2% increase year-on-year [1] - From January to September 2023, express delivery revenue totaled 1,085.74 billion yuan, with an 8.9% year-on-year growth [3] Delivery Volume - The total delivery volume in September 2023 was 18.34 billion pieces, up 11.2% year-on-year, with express delivery volume reaching 16.88 billion pieces, a 12.7% increase [1] - Cumulative delivery volume from January to September 2023 was 158.26 billion pieces, representing a 15.0% year-on-year growth, with express delivery volume at 145.08 billion pieces, up 17.2% [3] Segment Analysis - In the first nine months of 2023, same-city express delivery volume was 11.87 billion pieces (up 4.3%), while intercity express delivery volume was 130.17 billion pieces (up 18.6%) [3] - International and Hong Kong/Macau/Taiwan express delivery volume reached 3.04 billion pieces, reflecting a 13.7% increase [3] Decline in Other Services - The volume of postal letters decreased by 33.0% to 490 million pieces, while package services saw a slight decline of 0.6% [3] - Newspaper and magazine volumes also experienced declines of 3.5% and 6.2%, respectively [3] Regional Performance - In the first nine months of 2023, the eastern region accounted for 73.8% of express delivery revenue, while the central and western regions accounted for 15.6% and 10.6%, respectively [4] - The share of express delivery revenue in the eastern region decreased by 0.9 percentage points compared to the previous year, while the central and western regions saw slight increases [4] Market Concentration - The concentration index (CR8) for express and package service brands stood at 86.9, remaining stable compared to the previous month [5]

Core Insights - The postal industry in China reported a business revenue of 142.99 billion yuan in August 2025, marking a year-on-year growth of 4.4% [1] - The express delivery business revenue reached 118.96 billion yuan in August, with a year-on-year increase of 4.2% [1] - The total volume of postal delivery services in August was 17.62 billion pieces, reflecting a year-on-year growth of 10.5%, while express delivery volume was 16.15 billion pieces, up by 12.3% [1] Cumulative Performance - From January to August, the postal industry accumulated a total business revenue of 1,161.06 billion yuan, showing a year-on-year growth of 7.8% [1] - The cumulative express delivery business revenue for the same period was 958.37 billion yuan, with a year-on-year increase of 9.2% [1] - The total volume of postal delivery services from January to August reached 139.92 billion pieces, up by 15.5%, while express delivery volume was 128.20 billion pieces, reflecting a year-on-year growth of 17.8% [1]