Core Insights - The Guangdong postal industry achieved a delivery volume of 46.8 billion items and revenue of 341.3 billion yuan in 2025, accounting for 22% and 19% of the national totals respectively [1] - The express delivery volume and revenue reached 46 billion items and 300.2 billion yuan, representing 23% and 20% of the national figures [1] - Since the start of the 14th Five-Year Plan, the industry revenue has increased from 240 billion yuan to 340 billion yuan, with an average annual growth rate of 7.2% [1] Delivery Volume and Revenue - In 2025, the express delivery volume doubled from the 200 billion level to the 400 billion level [1] - The number of international licensed express companies reached 150, with overseas warehouse space exceeding 2.4 million square meters [1] - The annual growth rate of international and Hong Kong/Macau/Taiwan express delivery volume is 12.7% [1] Infrastructure Development - Eight cities were selected as national postal express hub cities, with 27 express logistics parks and 94 inter-provincial mail and express processing centers established [1] - The number of operating outlets increased by 1.5 times compared to five years ago, with over 19,000 village-level comprehensive service stations for delivery logistics [1] Agricultural and E-commerce Integration - In 2025, Guangdong developed 11 modern agricultural postal express service projects with annual delivery volumes exceeding 10 million items, supporting high-quality development in rural areas [1] - The express service project database for manufacturing includes over 200 projects, contributing to an annual output value exceeding 100 billion yuan [1] - The collaboration with e-commerce reached new heights, supporting online retail sales of physical goods exceeding 1 trillion yuan annually [1] Future Outlook - The overall strategy for postal work in 2026 anticipates a steady growth in the industry, with an expected delivery volume of 49.6 billion items, a year-on-year increase of approximately 6% [2] - The express delivery volume is projected to reach 49 billion items, with a year-on-year growth of around 7% [2]

Core Insights - In 2025, China's postal industry achieved a delivery volume of 216.5 billion items, marking a year-on-year growth of 11.5% [1] - The express delivery segment accounted for 199 billion items, with a year-on-year increase of 13.7% [1] - The total revenue of the postal industry reached 1.8 trillion yuan, reflecting a growth of 6.4% compared to the previous year [1] - Revenue from the express delivery sector was 1.5 trillion yuan, showing a year-on-year growth of 6.5% [1] - The industry is maintaining a stable and positive trend, with key indicators showing consistent growth and enhancing its role in economic and social development [1]

Core Insights - In 2025, China's postal industry is projected to complete a delivery volume of 216.5 billion items, representing a year-on-year growth of 11.5% [1] - The express delivery segment is expected to account for 199 billion items, with a year-on-year increase of 13.7% [1] - The total revenue of the postal industry is anticipated to reach 1.8 trillion yuan, reflecting a growth of 6.4% compared to the previous year [1] - Revenue from the express delivery sector is forecasted to be 1.5 trillion yuan, marking a 6.5% year-on-year increase [1] - The industry is maintaining a stable and positive trend, with key indicators showing consistent growth and enhancing its role in economic and social development [1]

Core Insights - The postal industry is expected to maintain a steady upward trend in 2026, with a projected delivery volume of 230 billion items, representing a year-on-year growth of approximately 6% [1] - The express delivery segment is anticipated to reach a volume of 214 billion items, with a year-on-year increase of around 8% [1] Industry Outlook - The overall growth in the postal sector indicates a positive trajectory for the industry, reflecting increasing demand for postal and delivery services [1] - The express delivery segment is expected to outpace the general postal delivery growth, highlighting a shift towards faster delivery services [1]

Core Insights - The postal industry in China reported a business revenue of 152.57 billion yuan in September 2023, marking a year-on-year growth of 6.8% [1] - The express delivery business revenue reached 127.37 billion yuan in September, with a year-on-year increase of 7.2% [1] - Cumulatively, from January to September 2023, the postal industry generated a total revenue of 1,313.63 billion yuan, reflecting a growth of 7.7% compared to the same period last year [1] Revenue and Volume Performance - In September, the total volume of postal delivery services reached 18.34 billion pieces, up 11.2% year-on-year, with express delivery volume at 16.88 billion pieces, increasing by 12.7% [1] - For the first nine months, the cumulative delivery volume was 158.26 billion pieces, a 15.0% increase, while express delivery volume totaled 145.08 billion pieces, growing by 17.2% [1] Segment Analysis - The express delivery business accounted for 83.5% of the total postal business revenue in the first nine months [1] - The volume of same-city express deliveries was 11.87 billion pieces, up 4.3%, while intercity express deliveries surged to 130.17 billion pieces, marking an 18.6% increase [1][2] - International and Hong Kong/Macau/Taiwan express deliveries reached 3.04 billion pieces, reflecting a year-on-year growth of 13.7% [1] Regional Performance - In terms of revenue distribution, the eastern region contributed 73.8%, the central region 15.6%, and the western region 10.6% of the total express delivery revenue [6] - The eastern region saw a slight decline in both revenue and volume share compared to the previous year, while the central and western regions experienced increases [6] Market Concentration - The concentration index (CR8) for express and parcel service brands stood at 86.9, remaining stable compared to the previous month [9] Detailed Breakdown by Province - The express delivery revenue for major provinces included Guangdong at 223.48 billion yuan (1.0% growth), Jiangsu at 77.8 billion yuan (7.5% growth), and Zhejiang at 109.57 billion yuan (5.3% growth) [11] - Notably, Hebei province showed significant growth in express delivery revenue at 49.31 billion yuan, with a year-on-year increase of 19.9% [11] City-Level Insights - Shanghai led the express delivery revenue with 195.99 billion yuan, followed by Guangzhou at 68.34 billion yuan and Shenzhen at 46.96 billion yuan [12] - In terms of processing volume, Guangzhou also topped the list with 1,656,335.3 million pieces, indicating a robust logistics network [13]