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 revised "Express Delivery Temporary Regulations" will take effect on June 1, introducing a dedicated chapter on "express packaging," which addresses the regulatory gap in packaging management and supports the green development of the express delivery industry [1]. Group 1: Industry Growth and Challenges - China's express delivery industry has entered the era of over 100 billion packages, with an expected volume exceeding 1.75 trillion packages in 2024, representing a year-on-year growth of 21.5% [1]. - The rapid growth of express delivery services has led to significant usage and disposal of packaging materials, making packaging management a crucial task for the industry's high-quality development [1]. Group 2: Green Transformation Efforts - The regulations encourage the adoption of new technologies and materials to develop environmentally friendly packaging [2]. - The packaging waste primarily consists of product packaging, e-commerce packaging, and delivery service packaging, with a focus on reducing, recycling, and upgrading packaging materials [2]. - Companies like Jingxing Packaging are utilizing recycled materials to produce corrugated paper, achieving a consumption rate of approximately 1.1 tons of waste cardboard for every ton of new paper produced [2]. Group 3: Innovations in Packaging - Companies are developing biodegradable tape and reusable packaging solutions, such as Zhongtong's "multi-life" boxes designed for frequent returns [3]. - The introduction of intelligent packaging systems has improved packaging efficiency, with original direct shipping increasing from about 5% to 25% in recent years, and projected to reach 40% [5][6]. - The use of smart recommendations for packaging materials has led to a 20% reduction in material usage across nearly 300 warehouses [6]. Group 4: Recycling and Circular Economy - The establishment of recycling facilities at delivery points is crucial for closing the packaging management loop [7]. - Initiatives like the "return box plan" at Zhejiang University have resulted in 90% of used boxes being recycled for further use, significantly reducing waste [8]. - The shift from a linear model of "manufacture-use-dispose" to a circular model of "production-consumption-recycling-reuse" is being accelerated through enhanced end-of-life management practices [8][9]. Group 5: Regulatory Framework and Future Directions - The regulations clarify the responsibilities of various stakeholders in the green governance of packaging, marking a significant step in the legal and standard implementation system [9]. - The National Postal Administration plans to promote a series of standards and policies to guide innovation in packaging products, technologies, and models, further advancing the green transformation of the express delivery sector [9].