Core Insights - The Chinese express delivery industry is entering a peak season with a significant increase in market scale, achieving an average daily volume of around 600 million packages in mid to late October [1] - Major express companies are focusing on improving service quality and reducing "involution" competition, with a projected 72-hour delivery rate of 85.8% in key areas, up 1.5 percentage points year-on-year [1] Group 1: Industry Growth and Collaboration - The express delivery sector is increasingly integrating with e-commerce, enhancing operational efficiency and ensuring smooth logistics during major sales events like "Double 11" [2] - JD Logistics has implemented embedded services in the Dazha crab sales process, doubling sales volume compared to last year, and ensuring timely deliveries through enhanced logistics support [2] - The introduction of smart devices such as drones and automated vehicles is improving operational efficiency and service levels in the express delivery industry [3] Group 2: Regional Development and Service Improvement - The express delivery network is expanding in rural areas, with a focus on customized logistics solutions to meet the specific needs of agricultural products like apples [4] - The share of express delivery business in central and western regions is increasing, with a notable rise in business volume in remote areas, contributing to regional economic development [5] - The establishment of comprehensive service centers in rural areas has improved the efficiency of both incoming and outgoing deliveries, with a reported 28.8% year-on-year growth in express delivery volume in Gansu province [5] Group 3: Quality of Service and Infrastructure - The overall service capability of the express delivery industry is improving due to enhanced governance and infrastructure, with 78% of villages having access to logistics service stations [6] - There is a need for further development of rural express delivery networks to ensure quality parity with urban services, emphasizing automation and modernization of processing centers [7] - Strengthening the regulatory framework and improving infrastructure in remote areas are essential for enhancing service quality and ensuring stable delivery networks [7]

国家邮政局11月10日发布的2025年10月中国快递发展指数报告显示，10月，快递业逐渐步入业务旺季， 市场规模加速增长。10月中下旬，快递企业深化与电商协同发展，为电商大促提供有力保障，日均快递 业务量达6亿件左右。 与此同时，主要快递企业积极落实反"内卷"要求，更加注重末端服务质量。10月，重点地区72小时妥投 率预计为85.8%，同比提升1.5个百分点。 "末端'最后一公里'是快递用户服务体验的关键场景。"国家邮政局党组成员、副局长廖进荣表示，下一 步要重点提升快递业服务品质，反对"内卷式"竞争，推进差异化竞争，更好满足用户的知情权、选择 权，以快捷、温馨的服务，带给用户更好的体验。 深度融入产销环节 秋意渐深，大闸蟹进入销售旺季。在江苏省苏州市大闸蟹商家海易阁的发货仓，打包好的蟹箱正通过传 送带有条不紊地输送至楼下等候的快递车中。 "以前是'货等车'，现在是'车等货'。只要订单出来，货马上就能发走，再也不用担心错过班车。"海易 阁业务负责人赵若伊告诉记者，今年"双11"大促启动以来，海易阁销量同比增长1倍。为保障发货顺 畅，今年京东物流派驻了10名工作人员，全程协助打包、装车，并调配3辆货车循环作业， ...