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中通快递董事长:带头抵制“内卷式”价格竞争,中国快递仍处于最佳的战略机遇期
Xin Lang Cai Jing· 2025-11-18 03:31
Core Viewpoint - The Chinese express delivery industry is currently in an optimal strategic opportunity period, with a shift away from low-price competition being both a government requirement and a necessity for companies and their networks [1] Industry Trends - The express delivery industry has experienced a price recovery since July, with Tongda Rabbit's prices rising for four consecutive months, indicating a consensus against "involution" within the industry [1] - The intense competition has accelerated industry differentiation, highlighting the positive cycle for companies that provide good service, have large scale, low costs, and strong profitability [1] Company Strategy - The company will adhere to self-discipline and lead the resistance against "involutionary" price competition, aiming to maintain a healthy market order [1] Technological Advancements - AI has been fully applied across the express delivery industry, with significant use of smart devices such as unmanned vehicles, unmanned cabinets, and unmanned sorting systems, which notably reduce costs and improve quality [1] - The express delivery sector has become a leading industry in the application of new technologies and equipment due to its advantageous scenarios [1]