Core Viewpoint - The express delivery industry is transitioning towards high-quality development, focusing on compliance and rational competition while maintaining high growth rates in 2026 [1][2]. Group 1: Industry Growth and Trends - The 2026 National Postal Work Conference indicates that the express delivery industry will continue to grow, with an expected business volume of 2.14 billion packages, representing an approximate 8% year-on-year increase [3]. - In 2025, the national express business revenue reached 1.5 trillion yuan, with a year-on-year growth of 6.5%, while the business volume was 1.99 billion packages, growing by 13.7% [3]. - The industry is expected to maintain a double-digit growth rate in express volume due to policies aimed at boosting consumption [3]. Group 2: Pricing Strategies - The conference emphasized the need to shift from traditional reliance on scale and speed to qualitative improvements and reasonable growth, discouraging the "price for volume" model [2]. - In 2025, several regions in China raised express delivery prices, with increases ranging from 0.3 to 0.5 yuan per package, indicating a general acceptance among customers [3][4]. - The price adjustments are seen as necessary for the industry's healthy development, allowing for adequate profit margins to support investments in service quality [4]. Group 3: Technological Advancements - The industry is witnessing an increase in the application of technology, including the deployment of over 3,000 unmanned delivery vehicles, which have significantly reduced transportation costs by 50% [6]. - Companies like Yunda are investing in AI technologies to enhance customer service and operational efficiency, developing tailored solutions for the industry [6]. Group 4: International Expansion - The industry is encouraged to accelerate international expansion while adapting strategies to local market conditions, avoiding the direct replication of domestic pricing strategies [7]. - Jitu reported a 73.6% year-on-year increase in package volume in Southeast Asia, reaching 2.44 billion packages in Q4 2025, while also achieving significant growth in new markets [7]. - SF Express reported a 27% year-on-year growth in international express and cross-border e-commerce logistics revenue in Q3 2025, indicating a positive trend in international business [7].

Core Insights - The company has deployed the largest fleet of unmanned delivery vehicles in the industry, with nearly 3,000 vehicles operating in over 250 cities, delivering more than 200,000 packages daily during the peak season [1] - The company aims to enhance agricultural product transportation efficiency and explore new sales channels, achieving over 12.9 billion packages delivered to rural areas with a coverage rate exceeding 96% [2] - Unmanned vehicles have significantly improved delivery efficiency, reducing delivery times by up to 10 hours in rural areas and lowering transportation costs by 0.05 yuan per package [2][4] Group 1 - The unmanned vehicles have become a popular attraction in local communities, with residents showing great interest and engagement [3] - In Guizhou, the introduction of unmanned vehicles has resolved longstanding issues of low sorting efficiency and high error rates, enabling the delivery of over 5,000 packages daily during peak periods [4] - In Shenzhen, unmanned vehicles have replaced traditional transport methods, achieving a 30% cost reduction and improving delivery times by one hour [6] Group 2 - The company has implemented unmanned delivery cabinets in various locations, enhancing efficiency and reducing labor costs by allowing fewer staff to manage increased package volumes [7] - The company has upgraded automation equipment at multiple sites, significantly improving logistics efficiency and reducing delivery times by 6-12 hours [7] - The integration of unmanned vehicles and cabinets reflects the company's commitment to transforming its digital and intelligent service model into accessible and efficient solutions for customers [7]

Core Insights - During the "Double 11" shopping season, Zhongtong Express is fully operational with 94 transfer centers, 690 automated sorting devices, and 6,000 primary network points [1] Group 1 - Zhongtong has established 110,000 end delivery stations and 7 million express cabinet slots to enhance last-mile delivery [1] - The company is expanding its fleet of unmanned delivery vehicles, with over 2,900 vehicles operating daily in more than 250 cities [1] - These unmanned vehicles are delivering over 200,000 packages daily, with a cumulative operating distance exceeding 20 million kilometers [1]