2025年，邮政函件业务累计完成3326.14万件，同比下降15.03%；包裹业务累计完成214.83万件，同比 下降0.95%;报纸业务累计完成99015.50万份，同比下降3.19%；杂志业务累计完成3658.80万份，同比下 降10.13%；汇兑业务累计完成3.48万笔，同比下降39.16%。 2025年，同城，异地，国际/港澳台快递业务量分别占全部快递业务量的5.95%，93.04%和1.01%。与去 年同期相比，同城快递业务量的比重下降1.50个百分点，异地快递业务量的比重上升1.57个百分点，国 际/港澳台业务量的比重下降0.07个百分点。 1月26日，山东省邮政管理局发布的最新统计数据显示，2025年，全省邮政行业业务收入累计完成 911.59亿元，同比增长9.16%。其中，快递业务收入累计完成695.63亿元，同比增长9.44%。 统计显示，2025年，全省邮政行业寄递业务量累计完成121.55亿件，同比增长14.37%。其中，快递业务 量累计完成110.92亿件，同比增长16.49%。12月份，邮政行业寄递业务量完成10.76亿件，同比增长 0.71%。其中，快递业务量完成9.90亿件，同比 ...

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]

Core Insights - The postal industry in China has seen a significant increase in delivery volume and revenue in the first eight months of the year, indicating robust growth in the sector [1] Summary by Categories Delivery Volume - The total delivery volume in the postal industry reached 1,399.2 billion items, representing a year-on-year growth of 15.5% [1] - The express delivery volume accounted for 1,282 billion items, with a year-on-year increase of 17.8% [1] - Same-city express delivery volume was 105.8 billion items, growing by 5.6% year-on-year [1] - Inter-city express delivery volume reached 1,149.2 billion items, marking a 19.1% increase [1] - International/Hong Kong, Macao, and Taiwan express delivery volume totaled 27 billion items, with a year-on-year growth of 16.2% [1] Revenue - The total revenue for the postal industry amounted to 11,610.6 billion yuan, reflecting a year-on-year growth of 7.8% [1] - Express delivery revenue reached 9,583.7 billion yuan, with a year-on-year increase of 9.2% [1]

Core Insights - The total revenue from intercity express delivery services in China reached 354.68 billion yuan in the first half of 2025, marking a year-on-year growth of 7.6% [1] - In June 2025, the revenue for intercity express delivery services was 62.1 billion yuan, reflecting a year-on-year increase of 6.7% but a month-on-month decrease of 0.5% [1] Revenue Statistics - The cumulative revenue for intercity express delivery services from January to June 2025 was 354.68 billion yuan, with a growth rate of 7.6% compared to the previous year [1] - The revenue for June 2025 was recorded at 62.1 billion yuan, which is a 6.7% increase year-on-year, but shows a slight decline of 0.5% compared to the previous month [1] Data Sources - The data is sourced from the National Bureau of Statistics [1]