Core Viewpoint - The rapid growth of the e-commerce industry has led to an explosive increase in express delivery volumes, necessitating a green transformation in packaging to address environmental concerns [1][4]. Group 1: Regulatory Changes - The implementation of the revised "Express Delivery Temporary Regulations" on June 1 introduces a dedicated chapter on "express packaging," filling a regulatory gap and providing legal support for the green transformation of packaging [1]. - The new regulations encourage technological innovation and the use of new materials and processes to develop environmentally friendly packaging solutions [2]. Group 2: Industry Innovations - Major express delivery companies are actively developing new green packaging materials, such as biodegradable plastics, to replace traditional plastics and mitigate waste pollution [2]. - JD Logistics has reduced raw material usage per package by 5% to 25% in 2024, resulting in a carbon emission reduction of 12,200 tons, while also promoting over 20 million biodegradable packages [2]. - Shanghai Jitu Express has invested in green packaging, deploying 3.737 million fully biodegradable waterproof bags and 344,000 rolls of biodegradable tape by the end of 2024 [2]. Group 3: Waste Reduction Strategies - The new regulations mandate that express packaging must meet operational requirements, conserve resources, and prevent excessive packaging to minimize environmental impact [3]. - JD Logistics has increased the proportion of direct shipments from manufacturers from approximately 5% to 25% and aims to further reduce secondary packaging by over 1 billion items in 2024 [3]. Group 4: Recycling Initiatives - Express delivery companies are establishing nationwide packaging recycling networks, incentivizing consumers with rewards to enhance recycling rates [3]. - SF Express has introduced smart recycling bins in Shenzhen, achieving effective resource recovery and cost reduction [3]. - Circular packaging is being widely adopted across major e-commerce and logistics platforms, with companies like Meituan and SF Express utilizing reusable packaging solutions [3][4].

自6月1日起，《国务院关于修改〈快递暂行条例〉的决定》(以下简称《决定》)正式施行。 据了解，目前快递废弃包装主要由商品包装、电商二次包装及寄递服务包装构成，材质以纸类和塑料类 为主。业内人士认为，快递行业的发展趋势，有望推动包装市场集中度提升。 "快递行业的发展趋势对包装生产、回收企业等主体具有极强的引导力。"清华大学环境学院教授刘建国 表示。 国家邮政局数据显示，截至2024年底，电商快件不再二次包装比例超过95%，智能装箱技术让包装耗材 减量达到20%，中转环节循环包装实现全覆盖。2025年，国家邮政局将多维度推进行业包装绿色治理， 大力推广原装直发，开展全国性快递包装抽查，发布循环包装应用典型案例，推动同城快递使用可循环 包装比例提升到10%。 受此影响，企业纷纷加强绿色包装研发、生产投入。例如，广东天元实业集团股份有限公司相关负责人 介绍，该公司以"双碳"目标和"限塑令"为导向，持续推进绿色包装研发。2024年公司研发投入达 5195.27万元，成功申请包括生物降解气泡袋、可循环利用包装盒等在内的14项实用新型专利。 添翼数字经济智库高级专家吴婉莹对《证券日报》记者表示："快递包装治理从企业自律走向 ...