格隆汇1月19日丨圆通速递(600233.SH)公布，近日，公司收到杭州灏月通知，杭州灏月在2025年11月7 日至2026年1月19日期间，通过大宗交易方式转让公司6845.1万股无限售条件流通股，转让股份数量占 公司总股本的2%，杭州灏月本次减持股份计划已实施完毕。 ...

Core Insights - The China Express Development Index reached 466.8 in December 2025, indicating stable industry operations and improvements in service quality and infrastructure support, contributing to record business scale and revenue for the year [1][2] Group 1: Industry Performance - The express delivery market is expected to handle approximately 18 billion packages in December 2025, driven by promotional events like "Double 12" and "Black Friday," as well as new consumption demands from the "ice and snow economy" [1] - The four sub-indices of development scale, service quality, development capability, and development trend are reported at 631.6, 650.8, 253.1, and 61.7 respectively [1] Group 2: Service Quality and Customer Satisfaction - Customer satisfaction for express delivery services is projected to reach 85 points in December 2025, an increase of 0.6 points year-on-year [1] - The on-time delivery rate within 72 hours in key regions improved to 86.6%, up by 1.7 percentage points year-on-year [1] Group 3: Infrastructure and Capacity Enhancements - The express delivery industry's capacity is steadily improving, with new facilities such as the Changde Intelligent Transfer Center and the Inner Mongolia Shared Pre-storage Warehouse becoming operational [2] - New international cargo flight routes, including "Guangzhou=Liege," have been established, enhancing air cargo support and rapid distribution capabilities in the Yangtze River Delta region [2]

圆通速递公告称，2025年12月，公司快递产品收入64.96亿元，同比增加7.48%；业务完成量28.84亿 票，同比增加9.04%；快递产品单票收入2.25元，同比减少1.43%。上述数据未经审计。 ...

自2019年进入越南市场以来，百世越南已构建起覆盖全国的快递网络，运营40个自动化分拣中心，总面积超过10万平方米，服务覆盖率达 99%，快递日处理能力达220万件。百世越南总经理陆淼表示："快运网络起网运营，标志着我们在完善越南物流服务体系方面又迈出了关键一 步，我们致力于构建一个从包裹配送到大件运输的多场景物流服务生态，从而提升整体商业流转效率，与合作伙伴实现共赢。" 未来，百世越南将继续扩大快运服务的覆盖范围，并持续投入物流基础设施建设和数字化升级，为推动越南数字经济与跨境贸易的持续高质量 发展提供支撑。 当下，越南电商市场增长迅猛，为物流产业开辟了黄金发展机遇。据越南工贸部数据显示，2025年越南电商市场规模预计突破310亿美元，同 比增长超25%，跨境电商进出口额也有望达到44.5亿美元。随着家电、家具等大件商品线上销量持续攀升，以及中越跨境大件贸易日益活跃， 市场对专业化物流服务的需求显著增强。然而，传统物流在应对大件货物时普遍面临成本高、时效慢、易破损等运营挑战，制约了商家拓展与 消费体验提升。 为此，百世越南快运业务聚焦10公斤至150公斤的零担和整车的门到门派送服务。该服务可根据客户需求与货 ...

1月19日，圆通速递大宗交易成交135万股，成交额2187万元，占当日总成交额的8.06%，成交价16.2元，较市场收盘价17.12元折价5.37%。 | | | ...

快递业务方面，2025年，中国邮政业务量近200亿件，快递进村业务量达68亿件。快包件均成本与行业 差距从3.18元缩小到0.1元，累计压降成本577亿元。寄递日处理能力提升至1.55亿袋件。 与此同时，邮航机队规模扩充至42架，开通欧洲、东南亚路向等36条邮航国际专线、16条中欧班列专 线、25条海运专线，建设海外仓20个。末端派送方面，中国邮政上线运营近2500辆无人车，建设超1200 个无人驿站，打造无人机配送新业态。 北京商报讯(记者何倩)1月19日，北京商报记者从中国邮政获悉，中国邮政集团2025年实现收入6770亿 元、利润760亿元，分别超预算进度5.8和32.8个百分点。 ...

Core Insights - The China Express Development Index for December 2025 is reported at 466.8, indicating stable and safe industry operations with continuous improvement in service quality and network expansion [1] Group 1: Development Scale Index - The Development Scale Index stands at 631.6, supported by stable market size driven by promotional events like "Double 12" and "Black Friday," with an estimated business volume of around 18 billion pieces [3] - The industry is enhancing service capabilities in central and western regions, improving service scenarios and systems, and increasing the business volume share from these areas [3] Group 2: Service Quality Index - The Service Quality Index is recorded at 650.8, with public satisfaction expected to reach 85 points, a year-on-year increase of 0.6 points [4] - The on-time delivery rate in key regions is projected at 86.6%, up by 1.7 percentage points year-on-year, reflecting efforts to improve service experience [4] - Initiatives include expanding the "high-speed rail urgent delivery" service and addressing cold chain logistics challenges for perishable goods [4] Group 3: Development Capability Index - The Development Capability Index is at 253.1, with ongoing improvements in the foundational network and enhanced operational capabilities [5] - New logistics facilities, including intelligent transfer centers and smart warehouses, are being put into operation, contributing to a more robust infrastructure [6] Group 4: Development Trend Index - The Development Trend Index is 61.7, highlighting the industry's increasing role in facilitating economic circulation and enhancing consumer demand [6] - The industry is expected to maintain a steady growth trajectory in 2026, driven by effective consumption stimulation initiatives [6]

Group 1 - The core viewpoint of the article emphasizes that the opportunities in China's economy outweigh the challenges, with favorable conditions supporting a stable and positive economic outlook for 2026 [1][5] - The National Bureau of Statistics highlights that during the 14th Five-Year Plan, China has made solid progress in promoting high-quality development, with economic growth exceeding 36 trillion yuan and an increase in R&D expenditure intensity by 0.44 percentage points [3][4] - In 2025, China's economy demonstrated resilience with a growth rate of 5.0% despite external pressures, supported by positive factors such as a rebound in the manufacturing purchasing managers' index and sustained growth in logistics and information flow [3][4] Group 2 - The article discusses the emergence of new productive forces and the ongoing benefits of reforms, noting that while traditional industries may be slowing, new growth drivers like artificial intelligence and the digital economy are gaining momentum [4] - In 2025, the value added of the digital product manufacturing industry grew by 9.3%, with significant advancements in sectors such as electric vehicles and logistics, indicating a shift towards new economic drivers [4][5] - The implementation of proactive macroeconomic policies has been crucial for maintaining stable economic growth, with measures aimed at expanding demand and optimizing supply effectively contributing to economic stability [5]

通知指出，要督导企业严格落实安全生产主体责任，切实防范事故风险。督促企业明确快递员旺季工资 标准，按时足额发放派费，统筹安排春节排班，依法落实节日补贴、轮岗调休政策。鼓励企业推出"留 岗补贴""团聚补助"等激励措施。畅通合理诉求反映渠道，加强恶意申诉甄别，依法依规保护快递员合 法权益。（记者韩鑫） 人民日报北京1月18日电 国家邮政局、共青团中央近日发出通知，面向快递从业青年，于1月至3月上旬 联合开展2026年"快递从业青年服务月"活动。深入推进关爱快递员"暖蜂行动"，推动建立通行便利机 制、设置服务区域等，破解快递小哥"进门难、派件难"等实际问题。 ...

经济观察网1月19日，国家邮政局发布2025年12月中国快递发展指数报告。经测算，2025年12月中国快 递发展指数为466.8。其中发展规模指数、服务质量指数、发展能力指数和发展趋势指数分别为631.6、 650.8、253.1和61.7。12月，行业运行平稳安全，服务质效持续提升，基础网络稳步拓展，全年业务规 模与业务收入再创新高。 ...