Core Insights - The express delivery industry in China has shown robust growth in the first half of the year, with total revenue reaching 718.78 billion yuan, a year-on-year increase of 10.1%, and a total volume of 95.64 billion packages, up 19.3% [1][2]. Industry Performance - The express logistics sector has effectively responded to prolonged e-commerce promotional cycles and overlapping holidays, with business volume growth exceeding 20% during major holidays like Spring Festival and May Day [2]. - Daily business volume averaged over 580 million packages from June 16 to June 22, indicating strong operational capacity [2]. - Continuous improvement in delivery service networks, including the establishment of new package collection centers and expansion of transportation networks, has enhanced service capabilities [2][3]. Technological Advancements - The industry has seen significant technological innovations, including smart warehousing, efficiency optimization, and digital system integration, which have strengthened the integration of logistics and manufacturing [3]. - Companies are developing dynamic inventory management systems to optimize storage and distribution across multiple manufacturing bases [2]. Rural Delivery Demand - There is a notable increase in rural delivery demand, with the e-commerce logistics rural business volume index reaching 130.4 points in June, marking a year-on-year growth rate exceeding 30% for the first time this year [4][6]. - The establishment of over 1,200 county-level public delivery service centers and more than 300,000 village-level logistics service stations has improved rural logistics infrastructure [4]. Green Development Initiatives - The industry is actively pursuing green development strategies, including the use of green energy and sustainable packaging solutions, in response to the revised Express Delivery Interim Regulations [7]. - Companies are implementing various eco-friendly practices, such as using self-ventilated preservation boxes for fruit delivery and adopting reusable packaging materials [7]. - The government plans to enhance regulatory enforcement and encourage innovation in green logistics practices in the second half of the year [7].

Core Viewpoint - The implementation of the revised "Express Delivery Temporary Regulations" starting June 1 aims to promote green, reduced, and recyclable packaging in the express delivery industry, encouraging the use of biodegradable and reusable materials [1] Group 1: Green Packaging Innovations - The introduction of a self-regulating gas preservation box for lychee delivery in 2025, which features four gas valves to extend the freshness of the fruit [1] - An eco-friendly paper box named "Multi-Life Box" that is 100% recyclable and uses water-soluble strips for adhesion, allowing for three cycles of use without tape [3] - The exploration of new scenarios for reusable packaging, such as a pilot program in Hainan using recyclable boxes that can be used over 50 times, reducing costs by over 30% compared to traditional packaging [5] Group 2: Research and Development - Ongoing research in innovation labs focuses on developing biodegradable bubble bags that enhance protection while being environmentally friendly [7] - Future research will prioritize reducing packaging waste at the source and replacing single-use plastics with sustainable materials [9] - The lab is also addressing the challenges of transporting agricultural products by developing specialized cushioning packaging to minimize damage during transit [10] Group 3: Regulatory and Industry Changes - The revised regulations emphasize "full-chain governance," impacting all stages from research and production to e-commerce platforms [11] - By 2025, the State Post Bureau plans to promote green packaging governance, aiming for a 10% increase in the use of recyclable packaging in same-city deliveries [14] - The sales volume of express bags is projected to reach 13 million by 2024, with over 95% of e-commerce packages avoiding secondary packaging by the end of 2024 [15] Group 4: Recycling and Circular Economy - The traditional linear model of "manufacture-use-dispose" in the express delivery industry is shifting towards a circular economy model of "production-consumption-recycling-reuse" [18] - In Zhejiang, over 92 million old boxes were reused in 2024, marking a 12% increase year-on-year, with recycling bins becoming common in communities and delivery stations [18] - At Zhejiang University, 90% of the boxes used for deliveries come from recycled materials, demonstrating significant energy-saving and carbon reduction effects [19]