Core Insights - The postal industry in China reported a business revenue of 156.42 billion yuan in October 2025, marking a year-on-year growth of 7.9% [1][3] - The express delivery business revenue reached 131.67 billion yuan in October, with a year-on-year increase of 4.7% [1][3] - Cumulative business revenue for the postal industry from January to October 2025 was 1,470.05 billion yuan, reflecting a growth of 7.7% year-on-year [1][3] Revenue and Volume Analysis - In October, the total volume of postal delivery services reached 18.99 billion items, up 6.5% year-on-year, while express delivery volume was 17.60 billion items, increasing by 7.9% [1][3] - From January to October, the cumulative delivery volume for the postal industry was 177.25 billion items, a 14.0% increase year-on-year, with express delivery volume at 162.68 billion items, growing by 16.1% [1][3] Regional Performance - In the first ten months, the revenue share of express delivery in the eastern, central, and western regions was 73.8%, 15.6%, and 10.6%, respectively [6] - The eastern region saw a decline in revenue share by 0.9 percentage points compared to the previous year, while the central and western regions experienced increases of 0.6 and 0.3 percentage points, respectively [6] Market Concentration - The concentration index for the top eight express delivery and parcel service brands (CR8) was 87.0, which is an increase of 0.1 from the previous month [8] Business Segmentation - The share of same-city, intercity, and international/overseas express delivery volumes accounted for 8.1%, 89.8%, and 2.1% of total express delivery volume, respectively [9] - The same-city express delivery volume's share decreased by 1.0 percentage points year-on-year, while intercity volume's share increased by 1.1 percentage points [9] Provincial and City Insights - The top five cities by express delivery revenue were Shanghai (220.47 billion yuan), Guangzhou (75.30 billion yuan), Shenzhen (51.98 billion yuan), Jinhua (Yiwushi) (36.24 billion yuan), and Hangzhou (32.55 billion yuan) [12] - The top five cities by express delivery processing volume were Guangzhou (1,827,247.4 million items), Jinhua (Yiwushi) (1,750,532.1 million items), Shenzhen (1,011,097.8 million items), Shanghai (937,699.6 million items), and Dongguan (714,499.2 million items) [13]

Core Insights - The postal industry in China reported a business revenue of 152.57 billion yuan in September, 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] - The total volume of postal services reached 18.34 billion items in September, reflecting a year-on-year growth of 11.2%, while express delivery volume was 16.88 billion items, up by 12.7% [1] Revenue and Volume Summary - From January to September, the cumulative business revenue of the postal industry was 1,313.63 billion yuan, showing a year-on-year growth of 7.7% [1] - Cumulative express delivery revenue for the same period was 1,085.74 billion yuan, with an 8.9% year-on-year increase [1] - The total volume of postal services from January to September reached 158.26 billion items, a year-on-year increase of 15.0%, while express delivery volume was 145.08 billion items, up by 17.2% [1] Segment Analysis - In the first nine months, the volume of same-city express delivery was 11.87 billion items, growing by 4.3% year-on-year; intercity express delivery volume was 130.17 billion items, up by 18.6%; and international/Hong Kong, Macau, and Taiwan express delivery volume was 3.04 billion items, increasing by 13.7% [1] - The cumulative volume of postal letters was 490 million items, down by 33.0%; parcel business volume was 2.1081 million items, down by 0.6%; newspaper volume was 12.21 billion copies, down by 3.5%; magazine volume was 450 million copies, down by 6.2%; and remittance volume was 1.475 million transactions, down by 30.6% [2] Market Share and Regional Insights - The share of same-city, intercity, and international/Hong Kong, Macau, and Taiwan express delivery volumes accounted for 8.2%, 89.7%, and 2.1% of total express delivery volume, respectively [2] - In terms of regional performance, the eastern, central, and western regions accounted for 73.8%, 15.6%, and 10.6% of express delivery revenue, and 71.1%, 19.6%, and 9.3% of express delivery volume, respectively [2] - The concentration index CR8 for express and parcel service brands was 86.9, remaining stable compared to the previous month [3]

Core Insights - The postal industry in China reported a business revenue of 152.57 billion yuan in September 2025, 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] - The total volume of postal delivery services in September was 18.34 billion items, reflecting a year-on-year growth of 11.2% [1] - The express delivery volume for September was 16.88 billion items, showing a year-on-year increase of 12.7% [1] Summary by Period September 2025 - Postal industry business revenue: 152.57 billion yuan, up 6.8% year-on-year [1] - Express delivery revenue: 127.37 billion yuan, up 7.2% year-on-year [1] - Total delivery volume: 18.34 billion items, up 11.2% year-on-year [1] - Express delivery volume: 16.88 billion items, up 12.7% year-on-year [1] January to September 2025 - Cumulative postal industry business revenue: 1,313.63 billion yuan, up 7.7% year-on-year [1] - Cumulative express delivery revenue: 1,085.74 billion yuan, up 8.9% year-on-year [1] - Cumulative total delivery volume: 158.26 billion items, up 15.0% year-on-year [1] - Cumulative express delivery volume: 145.08 billion items, up 17.2% year-on-year [1]

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 items, reflecting a year-on-year growth of 10.5%, while express delivery volume was 16.15 billion items, up by 12.3% [1] Summary by Categories Revenue Performance - Cumulative business revenue for the postal industry from January to August reached 1,161.06 billion yuan, showing a year-on-year growth of 7.8% [1] - Cumulative express delivery revenue for the same period was 958.37 billion yuan, with a year-on-year increase of 9.2% [1] Volume Performance - The cumulative volume of postal delivery services from January to August totaled 139.92 billion items, representing a year-on-year growth of 15.5% [1] - Cumulative express delivery volume for the same period was 128.20 billion items, reflecting a year-on-year increase of 17.8% [1]

Core Insights - The postal industry in China has seen a significant increase in express delivery volume and revenue in the first seven months of the year, indicating robust growth in the sector [1] Industry Performance - The total volume of postal services reached 1,223 billion items, marking a year-on-year growth of 16.2% [1] - Express delivery volume accounted for 1,120.5 billion items, with a year-on-year increase of 18.7% [1] - The total revenue for the postal industry reached 10,180.7 billion yuan, reflecting an 8.3% year-on-year growth [1] - Express delivery revenue totaled 8,394.2 billion yuan, showing a year-on-year increase of 9.9% [1] Segment Analysis - Same-city express delivery volume reached 92.6 billion items, growing by 6.5% year-on-year [1] - Inter-city express delivery volume amounted to 1,004.3 billion items, with a year-on-year growth of 19.9% [1] - International and Hong Kong/Macau/Taiwan express delivery volume reached 23.6 billion items, reflecting a year-on-year increase of 19.2% [1]

Core Insights - In July, the postal industry achieved a business revenue of 144.98 billion yuan, marking a year-on-year growth of 8.6% [1] - The express delivery business revenue reached 120.64 billion yuan in July, with a year-on-year increase of 8.9% [1] - The total volume of postal delivery services in July was 17.79 billion pieces, reflecting a year-on-year growth of 12.6% [1] Revenue and Growth Metrics - From January to July, the cumulative business revenue of the postal industry reached 1,018.07 billion yuan, showing a year-on-year growth of 8.3% [1] - The cumulative express delivery business revenue for the same period was 839.42 billion yuan, with a year-on-year increase of 9.9% [1] Delivery Volume Statistics - The cumulative volume of postal delivery services from January to July was 122.3 billion pieces, indicating a year-on-year growth of 16.2% [1] - The cumulative express delivery volume during this period was 112.05 billion pieces, reflecting a year-on-year increase of 18.7% [1]