数据来源：国家统计局 近一年全国异地快递业务收入当期值及同比增长统计图 数据来源：国家统计局 相关报告：智研咨询发布的《2026-2032年中国快递行业市场竞争态势及发展趋向分析报告》 2025年1-12月，全国异地快递业务收入累计值为7320.6亿元，累计增长5.6%；2025年12月，全国异地快 递业务收入当期值为662.9亿元，同比下降0.3%，环比下降0.2%。 2020-2025年全国异地快递业务收入统计图 ...

Core Insights - The express delivery business volume in the province reached 11.96 billion pieces in the previous year, marking a year-on-year growth of 25.4%, maintaining the fourth position nationally [1] - By 2025, the total postal industry delivery business volume is projected to reach 12.73 billion pieces, with an expected year-on-year growth of 23.4% [1] Business Performance - The total revenue of the postal industry (excluding direct operating income from postal savings banks) is anticipated to reach 77.69 billion yuan by 2025, reflecting a year-on-year increase of 16.1% [1] - The express delivery revenue is expected to reach 68.21 billion yuan by 2025, with a year-on-year growth of 17.1% [1] Business Segmentation - In 2025, the same-city express delivery volume is projected to reach 74 million pieces, growing by 13.5% year-on-year [1] - The intercity delivery volume is expected to reach 11.21 billion pieces, with a year-on-year increase of 26.3% [1] - The international and Hong Kong, Macao, and Taiwan delivery volume is projected to reach 598.2 million pieces, reflecting a year-on-year growth of 21.7% [1] Market Share - By 2025, the proportions of same-city, intercity, and international delivery volumes in the total express delivery volume are expected to be 6.21%, 93.74%, and 0.05% respectively [1] - Compared to the previous year, the share of intercity express delivery volume has increased by 0.65 percentage points [1]

Core Insights - The postal industry in Shandong Province is projected to achieve a total business revenue of 91.16 billion yuan in 2025, reflecting a year-on-year growth of 9.16% [1] - The express delivery segment is expected to generate a revenue of 69.56 billion yuan, with a year-on-year increase of 9.44% [1] Group 1: Business Volume and Growth - The total volume of postal delivery services is anticipated to reach 12.155 billion pieces in 2025, marking a year-on-year growth of 14.37% [2] - The express delivery volume is projected to be 11.092 billion pieces, showing a year-on-year increase of 16.49% [2] - In December, the postal industry recorded a delivery volume of 1.076 billion pieces, which is a 0.71% increase year-on-year, while express delivery volume reached 990 million pieces, up by 1.94% [2] Group 2: Revenue Trends - In December of the previous year, the postal industry's revenue (excluding direct operating income from postal savings banks) was 7.673 billion yuan, down 2.43% year-on-year [2] - The express delivery revenue for the same month was 6.137 billion yuan, reflecting a decline of 2.22% year-on-year [2] Group 3: Business Type Analysis - In 2025, the volume of same-city express deliveries is expected to be 655 million pieces, a decrease of 7.01% year-on-year, while intercity express deliveries will reach 10.32 billion pieces, an increase of 18.48% [4] - International and Hong Kong/Macau/Taiwan express deliveries are projected to total 11.3 million pieces, with a year-on-year growth of 9.64% [4] - The share of same-city express deliveries in total express volume decreased by 1.50 percentage points, while intercity express deliveries increased by 1.57 percentage points [4]

Core Insights - The postal industry in China is projected to handle a total delivery volume of 216.51 billion items by 2025, marking a year-on-year growth of 11.8% [1] - The express delivery segment is expected to account for 198.95 billion items, with a year-on-year increase of 13.6% [1] - Total revenue for the postal industry is anticipated to reach 1.8 trillion yuan, reflecting a growth of 6.1% compared to the previous year [1] - Revenue from express delivery services is projected to be 1.5 trillion yuan, showing a year-on-year growth of 6.5% [1] Business Volume Structure - In 2025, the total volume of same-city express deliveries is expected to reach 15.79 billion items, with a growth of 1.0% [1] - The volume of intercity express deliveries is projected to be 178.94 billion items, representing a significant year-on-year increase of 15.0% [1] - International and Hong Kong/Macau/Taiwan express deliveries are expected to total 4.22 billion items, with a growth of 8.8% [1] Regional Structure - The market share in the central and western regions is expected to increase, with the revenue distribution for express delivery in 2025 being 73.7% for the eastern region, 15.7% for the central region, and 10.6% for the western region [1] - The volume distribution for express delivery is projected to be 70.5% for the eastern region, 19.9% for the central region, and 9.6% for the western region [1] - Compared to the previous year, the central region's revenue share is expected to rise by 0.8 percentage points, and the volume share by 1.2 percentage points; the western region's revenue share is expected to increase by 0.3 percentage points, and the volume share by 0.7 percentage points [1]

Core Insights - The postal industry in China is projected to handle a total of 216.51 billion delivery items in 2025, marking an 11.8% year-on-year growth. The express delivery segment is expected to account for 198.95 billion items, reflecting a 13.6% increase [1] - The total revenue for the postal industry (excluding direct revenue from postal savings banks) is anticipated to reach 1.8 trillion yuan in 2025, representing a 6.1% growth. Express delivery revenue is expected to be 1.5 trillion yuan, with a growth rate of 6.5% [1] - In December 2025, the postal industry is expected to complete 19.77 billion delivery items, a 1.8% increase year-on-year, with express delivery accounting for 18.21 billion items, up 2.3% [1] Business Segmentation - In 2025, the volume of same-city express deliveries is projected to reach 15.79 billion items, growing by 1.0%. In contrast, intercity express deliveries are expected to total 178.94 billion items, with a significant growth of 15.0%. International and Hong Kong/Macau/Taiwan express deliveries are forecasted to be 4.22 billion items, up 8.8% [1] - The postal letter business is expected to decline to 680 million items in 2025, a decrease of 31.0%. The parcel business is projected to complete 30.54 million items, down 2.0%. Newspaper and magazine deliveries are also expected to decline by 4.2% and 6.5%, respectively [2] - The share of same-city, intercity, and international express deliveries in total express delivery volume is expected to be 7.9%, 90.0%, and 2.1%, respectively, with shifts in market share observed compared to the previous year [2] Regional Performance - In 2025, the revenue distribution for express delivery across eastern, central, and western regions is expected to be 73.7%, 15.7%, and 10.6%, respectively. The volume distribution is projected to be 70.5%, 19.9%, and 9.6% [2] - Compared to the previous year, the eastern region is expected to see a decline in both revenue and volume share, while the central and western regions are anticipated to experience slight increases in their respective shares [2] Market Concentration - The concentration index (CR8) for express and parcel service brands is projected to be 86.8 in 2025, showing a slight decrease of 0.1 compared to the previous months [3]

Core Insights - The postal industry in China has shown strong performance in the first 11 months of the year, with a total delivery volume of 196.75 billion items, representing a year-on-year growth of 12.9%, and total revenue reaching 1.63273 trillion yuan, up 6.7% [1] Group 1: Industry Performance - The express delivery sector is a key growth driver, achieving a delivery volume of 180.74 billion items from January to November, with a year-on-year increase of 14.9%, surpassing the overall industry growth rate by 2 percentage points [1] - The express delivery revenue for the same period reached 1.35506 trillion yuan, growing by 7.1%, accounting for over 80% of the total postal industry revenue [1] Group 2: Factors Driving Growth - The impressive results are attributed to a synergy of policies, consumer behavior, and industrial developments. National policies like "express delivery into villages" and "express delivery into factories" have enhanced the delivery service network, activating consumption potential in lower-tier markets [2] - The increasing penetration of online consumption has shifted consumer demand from traditional delivery to faster, more precise, and customized services, creating diverse delivery scenarios that drive business volume growth [2] - The optimization of logistics hubs and the integration of various transportation modes, including air, rail, and road, have significantly improved delivery efficiency, coverage, and service stability [2] Group 3: Business Structure and Regional Development - The business structure of the postal industry is continuously optimizing, with intercity express delivery becoming the dominant segment, achieving a volume of 162.44 billion items, a year-on-year growth of 16.3%, and accounting for 89.9% of total express delivery volume [3] - International and cross-strait express delivery volumes reached 3.83 billion items, growing by 11.3%, indicating vitality in the cross-border delivery market, while same-city express delivery saw a modest growth of 2.2% [3] - Regional development shows that the growth rate in central and western regions significantly outpaces that of the eastern region, with the central region's express delivery revenue and volume proportions rising to 15.7% and 19.8%, respectively [3] Group 4: Future Outlook - The industry is expected to achieve a significant breakthrough in total delivery volume for the year, setting a new historical high. Looking ahead, continued consumer upgrades are likely to drive personalized and timely delivery demands, while the potential of cross-border e-commerce and rural markets will be further unleashed [4] - The integration of new technologies such as low-altitude economy and artificial intelligence is anticipated to create greater development opportunities for the industry [4]

Core Insights - In November, the postal industry completed a delivery volume of 19.49 billion items, representing a year-on-year growth of 3.8%. The express delivery sector accounted for 18.06 billion items, with a growth of 5.0% [1] - The postal industry's revenue (excluding direct operating income from postal savings banks) reached 162.68 billion yuan in November, showing a decline of 2.0%. Express delivery revenue was 137.65 billion yuan, down 3.7% [1] - From January to November, the cumulative delivery volume of the postal industry reached 196.75 billion items, up 12.9%, while express delivery volume was 180.74 billion items, increasing by 14.9% [1] - The cumulative revenue for the postal industry from January to November was 1,632.73 billion yuan, reflecting a growth of 6.7%. Express delivery revenue for the same period was 1,355.06 billion yuan, up 7.1% [1] Delivery Volume Breakdown - For the period from January to November, the delivery volumes for same-city, intercity, and international/Hong Kong-Macau-Taiwan express services accounted for 8.0%, 89.9%, and 2.1% of total express delivery volume, respectively. The share of same-city delivery decreased by 1.0 percentage points, while intercity delivery increased by 1.1 percentage points [2] - The revenue share of express delivery in the eastern, central, and western regions was 73.7%, 15.7%, and 10.6%, respectively. The volume shares were 70.7%, 19.8%, and 9.5%. Compared to the previous year, the eastern region's revenue share decreased by 1.2 percentage points, while the central and western regions saw increases of 0.8 and 0.4 percentage points, respectively [2] Market Concentration - The concentration index CR8 for express and parcel service brands was 86.9, a slight decrease of 0.1 from the previous month [3]

Core Insights - The core viewpoint of the article highlights the significant growth in China's postal industry, particularly in express delivery services, with notable increases in both volume and revenue over the first ten months of the year [1] Group 1: Business Volume - The total volume of postal delivery services in China reached 177.25 billion pieces, marking a year-on-year increase of 14% [1] - The express delivery volume accounted for 162.68 billion pieces, reflecting a year-on-year growth of 16.1% [1] - Within the express delivery segment, same-city delivery volume was 13.14 billion pieces, growing by 3% year-on-year, while intercity delivery volume reached 146.12 billion pieces, up by 17.6% [1] Group 2: Revenue - The cumulative revenue of the postal industry in China amounted to 1,470.05 billion yuan, which is a year-on-year increase of 7.7% [1] - Express delivery revenue totaled 1,217.41 billion yuan, showing a year-on-year growth of 8.5% [1] - The international and Hong Kong/Macau/Taiwan express delivery volume was 3.41 billion pieces, with a year-on-year increase of 12.2% [1]

Core Insights - The postal industry in China has shown a steady and positive trend in the first three quarters of 2023, providing robust delivery support for economic and social development [1][3] Industry Performance - The postal industry achieved a business revenue of 1.3 trillion yuan and a delivery volume of 158.26 billion items, representing year-on-year growth of 7.7% and 15.0% respectively [1] - Express delivery revenue reached 1.1 trillion yuan with a volume of 145.08 billion items, marking year-on-year increases of 8.9% and 17.2% [1] - The average price of express delivery stabilized and increased by 0.5% in Q3 compared to Q2, with average prices recorded at 7.35 yuan/item, 7.36 yuan/item, and 7.55 yuan/item for July, August, and September respectively [1] Service Quality - The on-time delivery rate in key regions reached 86.47% in Q3, an improvement of 2.08 percentage points year-on-year [1] - Public satisfaction with express delivery services scored 85.0 points, an increase of 1.3 points from the previous year [1] Growth Drivers - Cross-regional express delivery is the main driver of growth, with revenue and volume reaching 534.76 billion yuan and 130.17 billion items, reflecting year-on-year growth of 6.9% and 18.6% [2] - Cross-regional business contributed 96% to the overall growth in express delivery volume [2] - The central and western regions saw significant growth, with revenue and volume increasing by 12.8% and 23.9% respectively, enhancing their share of the national total [2] Infrastructure and Innovation - New logistics parks and hubs are being developed, with increasing integration of express services with railways, airports, and other transport modes [2] - The application of unmanned vehicles and drones is rapidly expanding, alongside continuous innovation in customized delivery services [2] Regulatory and Governance Improvements - The postal industry is advancing its governance capabilities, focusing on integrating party building with business operations and addressing issues of competition and service quality [3] - Efforts are being made to enhance the rural delivery logistics system and improve service quality and market order [3] - The implementation of the "Interim Regulations on Express Delivery" is being promoted to strengthen industry oversight [3]

Core Insights - The postal industry in China is experiencing robust growth, with express delivery services being the main driver of this development [1][3] Revenue and Volume Data - In August, the total revenue of the postal industry reached 142.99 billion yuan, a year-on-year increase of 4.4%, while the delivery volume was 17.62 billion pieces, growing by 10.5% [1] - Express delivery services generated a revenue of 118.96 billion yuan in August, marking a 4.2% year-on-year increase, with a volume of 16.15 billion pieces, up by 12.3% [1][4] Regional Development - The express delivery volume distribution across regions is 71.4% in the East, 19.4% in the Central, and 9.2% in the West [3] - The Central region's share of delivery volume increased by 0.9 percentage points compared to the same period last year, indicating a more balanced regional structure [3] Cumulative Data - From January to August, the postal industry accumulated a revenue of 1,161.06 billion yuan, a 7.8% year-on-year increase, with a total delivery volume of 139.92 billion pieces, up by 15.5% [4] - Cumulative revenue from express delivery services reached 958.37 billion yuan, growing by 9.2%, with a total volume of 128.2 billion pieces, an increase of 17.8% [4] Segment Analysis - The intercity express delivery segment is the main contributor, with a volume of 1,149.2 billion pieces from January to August, reflecting a 19.1% year-on-year growth and accounting for 89.6% of total express delivery volume [4] - International and Hong Kong/Macau/Taiwan express delivery volume reached 2.7 billion pieces, up by 16.2%, while same-city express delivery volume was 10.58 billion pieces, growing by 5.6% [4]