每经评论员 王郁彪 近日，广东、浙江等地多家快递公司对电商客户启动调价，其中广东作为重点调价区域，单件快递调价 幅度在0.3元至0.7元之间，同时还设定了1.4元/单的底线价。这一变化直接影响到了下游商家——社交 媒体上有商家反馈，此前谈定的每单1.3元快递费上涨0.4元，经营成本明显增加。 商家增加的成本最终会由谁承担？从市场传导逻辑来看，大概率会间接转移至消费者。在此背景下，笔 者认为，快递涨价不应是最终目的，服务提质才是关键。这里的"质"包含两层内涵：一是消费者能直接 感知的快递服务质量，二是支撑行业运转的基层网点生存环境与一线从业人员待遇。 由此可见，推动重点区域快递价格理性回归、减少非理性低价件量，只是解决行业问题的"表面功夫"； 真正的"里子"，在于让上涨的快递价格与提升的服务质量相匹配，实现"价质相符、表里如一"，这才是 对消费者、商家与行业都负责的做法。 近期出台的税收新政，更从实际层面为快递企业减负、支持服务升级提供了空间。日前，财政部、国家 税务总局发布新规，明确快递服务统一按6%的税率征收增值税。此前，尽管快递服务增值税基准税率 为6%，但因政策存在"模糊地带"，跨区域运输环节有时会按9 ...

Core Viewpoint - The Chinese express delivery industry, despite its rapid growth, is facing challenges due to a price war leading to "involution" and a call for a shift from low-cost competition to high-quality development [1][3][7] Industry Growth and Challenges - The express delivery industry in China has been growing at an average annual rate of 30%, making it the largest express market globally [1] - In July, the postal industry reported a revenue of 1,449.8 billion yuan, with express delivery revenue reaching 1,206.4 billion yuan, reflecting an 8.9% year-on-year growth [3] - However, there is a mismatch between the growth in business volume and revenue, with some companies experiencing a decline in per-package revenue [3][5] Price War and Its Implications - The industry is experiencing a "volume increase, profit decrease" phenomenon, known as "price inversion," where companies are forced to lower prices to gain market share [3][5] - The average price of express delivery has dropped to around 1 yuan, with extreme cases of prices as low as 0.8 yuan for nationwide delivery [3][5] - The competition is characterized by high levels of service homogeneity, leading to price being the primary competitive factor [5] Response to Involution - Industry associations are advocating for a transition to high-quality development, emphasizing that price increases should be accompanied by service improvements [1][6][7] - Technological upgrades, such as the introduction of unmanned delivery vehicles, are seen as key to enhancing service quality and reducing costs [6] - Service innovations, including scheduled deliveries and optimized cash-on-delivery services, are being introduced to differentiate offerings and improve customer retention [6] Policy Support and Future Outlook - Recent government policies, such as a unified 6% VAT rate for express services, aim to reduce tax burdens and support quality improvements [6] - The industry is also witnessing consolidation through mergers and acquisitions, which may help companies achieve profitability [6][7] - The ultimate challenge lies in balancing price increases with enhanced service quality to retain customers and achieve sustainable growth [7]