区域发展方面，中西部地区增速显著高于东部，行业发展协调性持续提升。数据显示，1月份至11月 份，中部地区快递业务收入和业务量比重分别为15.7%和19.8%，较去年同期分别上升0.8个百分点和1.1 个百分点；西部地区两项比重分别为10.6%和9.5%，分别上升0.4个百分点和0.6个百分点；东部地区两 项比重虽仍占主导(73.7%和70.7%)，但较去年同期有所下降。 苏商银行特约研究员付一夫在接受《证券日报》记者采访时表示，前11个月邮政行业成绩亮眼，得益于 政策、消费、产业三大维度协同发力。首先，"快递进村""快递进厂"等国家层面政策的持续落地与深化 完善，不仅进一步织密了城乡贯通、产运衔接的寄递服务网络，更有效激活了下沉市场的消费潜力。其 次，随着线上消费渗透率的持续提升，消费者对寄递服务的需求已从传统的"送达"向"快达、精准达、 定制化达"升级，高频次、多样化的寄递场景不断涌现，为行业业务量增长提供了持续动力。最后，近 年来我国物流枢纽布局的不断优化，以及航空、铁路、公路等多元运输方式的深度融合，显著提升了寄 递行业的运输效率、覆盖范围和服务稳定性。 值得注意的是，今年前11个月，我国邮政行业寄递业 ...

据国家邮政局网站消息，11月份，邮政行业寄递业务量完成194.9亿件，同比增长3.8%。其中，快递业 务量完成180.6亿件，同比增长5.0%。 11月份，邮政行业业务收入(不包括邮政储蓄银行直接营业收入)完成1626.8亿元，同比下降2.0%。其 中，快递业务收入完成1376.5亿元，同比下降3.7%。 1-11月，邮政行业寄递业务量累计完成1967.5亿件，同比增长12.9%。其中，快递业务量累计完成1807.4 亿件，同比增长14.9%。 1-11月，快递与包裹服务品牌集中度指数CR8为86.9，较1-10月下降0.1。 1-11月，邮政行业业务收入累计完成16327.3亿元，同比增长6.7%。其中，快递业务收入累计完成 13550.6亿元，同比增长7.1%。 (责任编辑：王晨曦) 1-11月，同城快递业务量累计完成144.7亿件，同比增长2.2%；异地快递业务量累计完成1624.4亿件，同 比增长16.3%；国际/港澳台快递业务量累计完成38.3亿件，同比增长11.3%。 1-11月，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8.0%、89.9%和2.1%。与去年同 期相比，同城快递业务 ...

新华社北京11月18日电（记者叶昊鸣）记者11月18日从国家邮政局获悉，前10个月，我国邮政行业 寄递业务量累计完成1772.5亿件，同比增长14%。其中，快递业务量累计完成1626.8亿件，同比增长 16.1%。 当日，国家邮政局公布邮政行业运行情况。前10个月，我国邮政行业业务收入累计完成14700.5亿 元，同比增长7.7%。其中，快递业务收入累计完成12174.1亿元，同比增长8.5%。 前10个月，我国同城快递业务量累计完成131.4亿件，同比增长3%；异地快递业务量累计完成 1461.2亿件，同比增长17.6%；国际/港澳台快递业务量累计完成34.1亿件，同比增长12.2%。 【纠错】 【责任编辑:刘阳】 ...

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]

Core Insights - The postal industry in China has seen a significant increase in delivery volume, with a total of 122.3 billion items delivered from January to July, representing a year-on-year growth of 16.2% [1] - The express delivery sector has also experienced robust growth, with a total of 112.05 billion items delivered during the same period, marking an 18.7% increase year-on-year [1] - Revenue from the postal industry has steadily increased, reaching 1,018.07 billion yuan in the first seven months, which is an 8.3% year-on-year growth [1] Delivery Volume - In July alone, the express delivery volume reached 16.4 billion items, showing a year-on-year growth of 15.1% [1] - The same-city express delivery volume totaled 9.26 billion items, reflecting a 6.5% increase year-on-year, while the intercity express delivery volume reached 100.43 billion items, with a year-on-year growth of 19.9% [1] Regional Development - The revenue distribution of express delivery in different regions is as follows: Eastern region at 74.0%, Central region at 15.5%, and Western region at 10.5% [1] - Compared to the same period last year, the Central region's express delivery revenue share increased by 0.5 percentage points, and the volume share increased by 0.9 percentage points [1] - The Western region also saw an increase, with its revenue share rising by 0.3 percentage points and volume share by 0.5 percentage points [1]

Core Insights - The postal industry in China has seen a significant increase in delivery volume, with a total of 122.3 billion items delivered from January to July, marking a year-on-year growth of 16.2% [1] - The express delivery sector has also experienced robust growth, with 112.05 billion items delivered during the same period, reflecting an 18.7% increase year-on-year [1] - Revenue from the postal industry has steadily risen, reaching 1,018.07 billion yuan in the first seven months, which is an 8.3% increase compared to the previous year [1] Delivery Volume - In July alone, the express delivery volume reached 16.4 billion items, showing a year-on-year growth of 15.1% [1] - The same-city express delivery volume totaled 9.26 billion items, with a growth rate of 6.5% [1] - The intercity express delivery volume was 100.43 billion items, which represents a significant year-on-year increase of 19.9% [1] Revenue Growth - The express delivery revenue accumulated to 839.42 billion yuan in the first seven months, indicating a year-on-year growth of 9.9% [1] - The revenue distribution among different regions shows that the eastern region accounted for 74.0%, the central region for 15.5%, and the western region for 10.5% of the total express delivery revenue [1] Regional Development - The central region's share of express delivery revenue increased by 0.5 percentage points compared to the same period last year, while its volume share rose by 0.9 percentage points [1] - The western region also saw an increase, with its revenue share up by 0.3 percentage points and volume share up by 0.5 percentage points compared to the previous year [1]

Core Insights - The postal industry in China has seen a significant increase in express delivery volume and revenue in the first seven months of the year, indicating robust growth in the sector [1] Industry Performance - The total volume of postal services reached 1,223 billion items, marking a year-on-year growth of 16.2% [1] - Express delivery volume accounted for 1,120.5 billion items, with a year-on-year increase of 18.7% [1] - The total revenue for the postal industry reached 10,180.7 billion yuan, reflecting an 8.3% year-on-year growth [1] - Express delivery revenue totaled 8,394.2 billion yuan, showing a year-on-year increase of 9.9% [1] Segment Analysis - Same-city express delivery volume reached 92.6 billion items, growing by 6.5% year-on-year [1] - Inter-city express delivery volume amounted to 1,004.3 billion items, with a year-on-year growth of 19.9% [1] - International and Hong Kong/Macau/Taiwan express delivery volume reached 23.6 billion items, reflecting a year-on-year increase of 19.2% [1]