核心阅读 "两新"政策加力扩围，快递业在服务好消费品以旧换新的同时，也迎来发展新机遇。从单向配送，到送 装一体，服务模式不断升级；非标准快递业务的拓展，带来业务量持续攀升；畅通"送新取旧"全链条， 强化供应链服务能力……随着扩大内需战略深入实施，快递企业将继续优化服务网络与技术应用。 7月9日，一台从广东中山发往江苏常州的以旧换新家用空调，成为2025年我国第1000亿件快递，较去年 实现这一目标提前35天。 快递业是连接生产和消费的"毛细血管"。第1000亿件快递定格在以旧换新的消费品上，这不仅成为政策 助力消费市场扩大的有力印证，也为观察快递业快速发展提供了全新视角。 补贴品类扩围，快递业如何更好服务消费品以旧换新？扩内需政策加码，又将为快递业发展带来哪些新 机遇？记者进行了采访。 从单向配送到双向履约 大件物流有新模式，小件配送用新技术 "入伏天气闷热，旧空调不给力，换新补贴加残值抵扣直降400元，还能免费安装取旧，果断换新 机。"近日，河南郑州市民陈先生在电商平台下单了一台新空调，在约定的时间，师傅准时送货上门、 完成安装，并将旧空调拆卸带走，全程不到两小时。 从单向配送到"送新取旧"双向履约，背后是 ...

Core Viewpoint - The express delivery industry is experiencing new opportunities for growth through the "old for new" consumption policy, which enhances service models and strengthens supply chain capabilities, as evidenced by the early achievement of delivering the 100 billionth express package in 2025, 35 days ahead of schedule compared to last year [1] Group 1: Service Model Evolution - The transition from one-way delivery to a dual fulfillment model, where new products are delivered and old ones are collected, reflects an upgrade in service capabilities [2][3] - The integration of delivery and installation services has become essential, requiring delivery personnel to possess multiple skills, including delivery, disassembly, and installation [3] - The introduction of a verification process during delivery ensures that subsidies for old-for-new exchanges are accurately distributed, enhancing customer experience and reducing return rates [4][5] Group 2: Business Growth and Demand - The expansion of the "old for new" policy has led to increased demand for home appliances and consumer electronics, driving a significant rise in delivery volumes [7] - In 2022, a major express delivery company reported over 20% year-on-year growth in cargo volume, with the "national subsidy" service covering a wide range of products and generating over 10 million new orders [7] - The proportion of large appliance orders related to "old for new" exchanges has exceeded 30%, with a year-on-year increase of 150% in the first half of the year [7] Group 3: Technological and Operational Innovations - The express delivery industry is shifting from low-value traditional services to high-value offerings, driven by the need for enhanced technical capabilities and service quality [8] - Companies are leveraging technology and efficient collaboration across the supply chain to support the growth of "old for new" services, with recommendations for optimizing integrated warehousing and distribution models [9][10] - The establishment of centralized processing warehouses for recycling and disposal is being implemented to streamline operations and improve the efficiency of the reverse logistics process [12][13] Group 4: Future Directions and Policy Support - The ongoing implementation of policies to stimulate domestic demand will require express delivery companies to further optimize their service networks and technological applications [14] - Future initiatives include enhancing urban networks and promoting the use of recyclable packaging in reverse logistics, aiming for high-quality industry development [14]

Core Viewpoint - The express delivery industry is experiencing new opportunities for growth due to the "two new" policy, which enhances the service of old-for-new consumer goods while optimizing service networks and technology applications [1][5]. Group 1: Service Model Evolution - The express delivery service is evolving from one-way delivery to a dual fulfillment model, integrating delivery and installation services [2]. - New logistics models for large items and advanced technologies for small item delivery are being implemented to meet the demands of the old-for-new policy [2][3]. - The introduction of a verification step in the delivery process is crucial for ensuring the authenticity of subsidies and enhancing customer experience [4]. Group 2: Business Growth and Transformation - The express delivery business is witnessing continuous growth driven by the expansion of the old-for-new policy, particularly in home appliances and consumer electronics [5][6]. - The proportion of large appliance old-for-new orders has increased significantly, with a year-on-year growth of 150% in the first half of the year [6]. - Companies are shifting from low-value traditional delivery services to high-value services that require advanced technology and skilled personnel [6][7]. Group 3: Supply Chain and Reverse Logistics - Efficient collaboration between upstream and downstream partners is essential for the successful implementation of the old-for-new service [7][9]. - New reverse logistics models are being developed to streamline the process of returning old items while delivering new ones, significantly improving customer experience [9][10]. - The establishment of central processing warehouses is being prioritized to enhance the efficiency of recycling and processing old appliances [10]. Group 4: Future Directions - The express delivery industry is encouraged to further optimize service networks and technology applications to support the ongoing expansion of the old-for-new policy [10]. - The promotion of recyclable packaging and the establishment of industry standards for reverse logistics are seen as key steps towards achieving high-quality development in the sector [10].