（原标题：透视双十一快递版图：长三角、珠三角城市群竞逐"快递之城"） 21世纪经济研究院研究员 郑玮 又一年双十一落下帷幕。今年，从9月30日苏宁易购抢先启动"家电普惠日"活动开始，到11月14日淘 宝"双十一"活动结束，各大线上平台再次携手拉开了一个促销周期长达月余的超长版购物季。在这场横 跨两月的"消费盛宴"里，哪些城市展现出了更为强劲的增长潜力？ 从全国情况看，2025年10月，全国快递业务量完成176.0亿件，同比增长7.9%，快递业务收入完成 1316.7亿元，同比增长4.7%。与9月相比，10月全国快递业务量与快递业务收入均实现了环比上涨。 具体到省份，东部省份10月快递业务量总额仍然领跑全国，广东、浙江、江苏、河南、河北5省份单月 快递业务量超10亿件，总量优势明显。中西部省份则在快递业务量增速方面交出亮眼表现，陕西、宁夏 两省份1-10月规模以上快递业务量同比增速突破40%。 其中，从总量看，长居全国邮政快递量首位的广东，10月单月快递业务量达到37.04亿件，但同比增幅 下降3.3%，快递业务收入完成245.7亿元，也同比下降7.3%。如果把时间拉长来看，广东1-10月快递业 务量仍在正增长 ...

前三季度，社会物流总费用14.2万亿元，同比增长4.3%。前三季度有效降低全社会物流成本任务稳步推 进，成果持续巩固。今年以来，在需求结构稳定升级态势延续的基本态势下，物流运输环节结构优化效 能良好。 中新社北京10月29日电 (记者阮煜琳)中国物流与采购联合会29日发布数据显示，前三季度，全国社会物 流总额263.2万亿元(人民币，下同)，按可比价格计算，同比增长5.4%。 今年前三季度，中国社会物流总额保持稳定增长，需求结构持续优化升级。物流供给端协同发力，细分 领域多元发展，行业景气水平整体向好。有效降低全社会物流成本成果有所巩固。前三季度工业品物流 总额同比增长5.6%，对社会物流总额增长的贡献率达81%，工业领域物流需求的核心支柱地位持续巩 固。在扩内需、促消费政策持续推动下，单位与居民相关物流需求潜力有序释放。前三季度单位与居民 物品物流总额同比增长6.6%。 分析称，2025年前三季度，中国物流运行呈现"稳中加快、质效双升"的良好发展态势。社会物流总额增 速基本稳定，需求结构持续优化，供给质量稳步提升，降本增效成效显著。特别是三季度以来，物流运 行新特点更加突出，电商物流、航空物流、跨境物流等细 ...

Core Insights - The logistics cost in China for the first three quarters of this year reached 14.2 trillion yuan, showing a year-on-year increase of 4.3%, with a deceleration of 0.6 percentage points compared to the first half of the year [1] - The ratio of total logistics costs to GDP is 14.0%, a decrease of 0.1 percentage points from the same period last year, indicating a reduction in logistics costs of approximately 100 billion yuan [1] - The transportation structure has been optimized, with significant growth in water and air freight turnover, increasing by 5.6% and 16.5% respectively [1] Logistics Infrastructure - The logistics infrastructure continues to improve, with strong investment in key areas such as national logistics hubs, cold chain logistics bases, and multimodal transport demonstration projects [1] - Investment in the water transport industry grew by 12.8%, while investment in the railway transport industry increased by 4.2% in the first three quarters [1] Technological Advancements - The application of intelligent logistics equipment across multiple sectors has enhanced the responsiveness and reliability of the overall supply chain [2] - Advanced logistics equipment such as automated warehouses, smart sorting robots, and unmanned forklifts have been increasingly adopted, contributing significantly to the reduction of logistics costs [2]

Core Insights - The Yangtze River Delta region achieved an import and export volume of 8.16 trillion yuan in the first half of the year, reflecting a year-on-year growth of 5.4%, showcasing the resilience and vitality of its foreign trade [1] - The "joint unloading" model has significantly reduced logistics costs for enterprises, saving approximately 400 yuan per export container and around 200 yuan per import container [1] - The "joint unloading" model integrates various logistics processes, allowing for streamlined customs procedures and faster cargo handling, thereby minimizing the time goods spend in transit [1] Industry Developments - The "joint unloading" model has been implemented across 14 ports in the Yangtze River Delta, enhancing the hub and radiation functions of the Shanghai port [2]

Core Insights - The Yangtze River Delta region achieved an import and export volume of 8.16 trillion yuan in the first half of the year, reflecting a year-on-year growth of 5.4%, showcasing the resilience and vitality of the region's foreign trade [1] Group 1: Logistics Cost Reduction - The implementation of the "joint unloading" model allows companies to save approximately 400 yuan in logistics costs per exported container and about 200 yuan per imported container [1] - This model integrates "water-water direct connection, multi-port interaction, inland river support, and Yangshan loading and unloading" based on traditional "water-water transshipment" [1] - The "joint unloading" model has been extended to cover 14 ports in the Yangtze River Delta, enhancing the hub and radiation functions of the Shanghai port [1]

Core Viewpoint - The article discusses the initiatives taken by the railway sector in China to reduce logistics costs and improve efficiency through comprehensive logistics services and financial products, aiming to enhance the overall logistics system and support economic development [4][6][12]. Group 1: Logistics Cost Reduction Initiatives - The "Action Plan for Effectively Reducing Logistics Costs" aims to increase the railway freight volume and turnover ratio to 11% and 23% respectively by 2027, while maintaining rapid growth in port container rail-water intermodal transport [4]. - The railway sector has introduced a logistics package service that includes short-distance transportation, storage, loading, unloading, and packaging, allowing for a "door-to-door" service that reduces overall logistics costs by approximately 20% for clients like Yitai Company [6][7]. - In the first five months, the railway signed 655 logistics package contracts with a total contract volume of 9.79 billion tons, indicating a significant increase in freight volume [7]. Group 2: Multi-Modal Transport and Efficiency - The introduction of a "one order" system for multi-modal transport allows for a seamless transition from rail to sea transport, significantly reducing the complexity of logistics processes [8][10]. - The "one order" system has led to a reduction in transportation time by 5 days and a decrease in freight costs by 10% for specific routes, enhancing overall efficiency [10]. - The railway sector has developed 119 multi-modal transport "one order" products to streamline logistics operations [11]. Group 3: Financial Services for Logistics - The "Freight Loan" product allows logistics companies to secure financing based on their historical freight data, eliminating the need for traditional collateral and enabling quicker access to funds [12][13]. - In the first five months, the railway's financial services supported 819 clients with a total financing amount of 19.783 billion yuan, helping reduce financing costs for small and medium-sized logistics enterprises by approximately 30% [14]. - The railway department plans to expand its financial services by introducing bank guarantee products to further assist clients with cash flow issues [14].

Core Viewpoint - The Xinjiang Railway Department is enhancing transportation capacity to support the cotton and textile industry, facilitating high-quality economic development in Xinjiang [1][2]. Group 1: Transportation Initiatives - Xinjiang Railway has launched dedicated cotton yarn trains to ensure the efficient transport of cotton and textile products across the country [1]. - Two fixed routes for rural revitalization trains have been established, connecting Akesu to the Yangtze River Delta and Akesu (Kashgar) to the Pearl River Delta, with over 200 trains operating to various destinations [1]. - The railway department is providing tailored logistics solutions for cotton yarn enterprises, offering one-on-one service and full tracking of goods during transportation [1]. Group 2: Market Competitiveness - Collaboration with the Urumqi Railway Logistics Center has enabled the rapid aggregation of goods from key cotton textile enterprises in Northern Xinjiang, reducing transportation time from 14 days to 6 days [2]. - The railway department has adopted a strategy of consolidating scattered cotton textile goods, expanding the "road-to-rail" transfer range, and helping companies reduce logistics costs effectively [2]. - A total of 234,000 tons of cotton yarn and fabric have been shipped so far this year, indicating a significant increase in transportation efficiency [2].

Core Viewpoint - The logistics sector is crucial for connecting production and consumption, and reducing logistics costs can significantly benefit economic development. The implementation of the "Action Plan for Effectively Reducing Logistics Costs" aims to optimize the transportation structure by 2027, with specific targets for railway freight volume and port container transport [1]. Group 1: Railway Logistics Innovations - The railway department has introduced a "logistics package" service, which allows for comprehensive logistics solutions, including short-distance transport, storage, loading, unloading, and packaging, thereby reducing overall logistics costs for clients by approximately 20% [3][4]. - The implementation of logistics packages has improved transportation efficiency, with the time from application to dispatch reduced to within one day, compared to the previous four days [3][4]. - In the first five months, the railway sector signed 655 logistics package contracts, with a total contract volume of 9.79 billion tons, indicating a significant increase in freight volume [4]. Group 2: Multi-Modal Transport and Efficiency - The introduction of a "one order" system for multi-modal transport allows for seamless integration of rail and sea transport, significantly enhancing efficiency and reducing costs by about 10% [6][8]. - The railway department has developed 119 products under the "one order" system, which simplifies the logistics process for clients, allowing for a single point of contact and streamlined operations [9]. - The new system includes a real-time pricing mechanism, enabling clients to see transport costs upfront, which enhances decision-making [7][8]. Group 3: Financial Innovations in Logistics - The "freight loan" service allows logistics companies to secure financing based on their historical freight data, eliminating the need for traditional collateral and significantly reducing financing costs by approximately 30% [10][12]. - In the first five months, the railway logistics financial services supported 819 clients with a total financing amount of 19.783 billion yuan, demonstrating the effectiveness of the "freight loan" initiative [12]. - The railway department is exploring additional financial products, such as bank guarantees, to further support logistics companies and enhance their financial flexibility [12].

Core Viewpoint - The Sichuan Provincial Government has issued a plan to effectively reduce logistics costs across the society, aiming for significant improvements in transportation structure and logistics efficiency by 2027 [1][2]. Group 1: Logistics Cost Reduction Goals - By 2027, the railway freight volume and turnover ratio in Sichuan are targeted to reach 3.5% and approximately 32% respectively, with port container intermodal transport expected to grow by no less than 15% annually [1]. - The ratio of total social logistics costs to regional GDP is aimed to be reduced to around 13.7% [1]. Group 2: Key Measures and Support - The plan outlines 20 measures focusing on enhancing comprehensive transportation organization efficiency, strengthening the modern logistics industry, and improving logistics hubs and network [1][2]. - It emphasizes the need for financial, land, policy, and talent support to ensure the effective implementation of these measures [1]. Group 3: Supply Chain and Industry Collaboration - The plan highlights the importance of a complete supply chain system for cost reduction, proposing the "New Three Samples" logistics enhancement project tailored to Sichuan's characteristic industries [2]. - Initiatives include establishing efficient logistics channels for lithium batteries and supporting rapid customs clearance for new energy vehicles [2]. Group 4: Infrastructure and Network Development - The plan proposes optimizing logistics hub facilities and exploring integrated development of highway service areas and logistics [2]. - It aims to address gaps in the logistics network and enhance the capacity of key transport routes, including the Western Land-Sea New Corridor [2].

Core Viewpoint - The article discusses the initiatives taken in the Yangtze River Delta region to innovate logistics models, aiming to reduce logistics costs and enhance transportation efficiency for enterprises in response to national policies promoting a unified and open transportation market [1]. Group 1: Innovative Logistics Models - The "Linked Unloading" model has been successfully implemented, allowing for the first batch of photovoltaic components to be exported from Jiangsu to Shanghai, marking a significant step in the logistics innovation within the region [3]. - Each container under the "Linked Unloading" model can save logistics costs by 400 yuan, while also effectively shortening logistics time, benefiting enterprises directly [3]. - The model breaks down traditional logistics barriers by enabling a seamless connection between different ports, reducing repetitive handling and customs procedures, thus lowering labor, time, and related costs [3][4]. Group 2: Air Freight Efficiency - The establishment of Shanghai's first air freight forward station in the Songjiang Comprehensive Bonded Zone has led to a 30% increase in customs efficiency and a 15% reduction in logistics costs compared to traditional methods [5]. - The forward station allows for customs checks to be completed before reaching the airport, significantly reducing waiting times and avoiding additional costs associated with delays and repeated inspections at the airport [5][6]. - This model not only serves local export enterprises but also extends its benefits to surrounding cities in the Yangtze River Delta, enhancing the overall efficiency of cross-border logistics [6].