化解物流行业内卷问题需要有一个基本共识。 面对物流行业的内卷问题，不同物流业态给出了不同的解决办法。 据报道，9月19日，申通快递、圆通速递、韵达控股、中通快递以及极兔速递的上海区域公司均发布告 客户书，自2025年9月22日零时起，对上海区域所有用户的快递收件价格进行上调。部分快递企业以收 件价格上涨解决内卷产生的低价竞争问题。 公路货运方面，在有关行业协会组织下，一些物流企业举办"三张票"专题研讨会，探讨了如何有效应对 物流企业在获取和使用运输服务发票、燃油费发票以及过路费发票等关键票据时所面临的挑战与策略， 这也是解决公路货车运输竞争无序的一种途径。 在更多的物流业态上，内卷仍在持续，多数物流企业抱着既无奈又无力的心态参与其中，体验个中经营 的煎熬。 因此，在制造业生产过剩的情况下，市场通缩的结果也必然传导到对物流行业的需求上，压低物流费 用，追求低成本运作也迫使物流企业进入内卷的市场。 在这种产业结构下，即使全社会货运量仍保持一定比率增长，但物流企业增发不增收，增收不增利，原 材料和产成品的市场价格下跌趋势会传导到各种运价和仓储租金上，造成物流行业整体进入内卷环境。 物流行业的汽车货运和普通仓储的资本 ...

Core Insights - The total social logistics volume in China for the first half of the year reached 171.3 trillion yuan, reflecting a year-on-year growth of 5.6%, which is 0.3 percentage points higher than the GDP growth rate during the same period, indicating stable growth and an optimized demand structure in the logistics industry [1] Group 1: Logistics Supply and Economic Growth - The logistics supply scale and structure have been upgraded, driven by strong industrial quality improvements, further supporting economic growth [2] - The total revenue of the logistics industry for the first half of the year was 6.9 trillion yuan, with a year-on-year increase of 5.0%. The average monthly logistics industry prosperity index was 50.5, up 0.3 percentage points from the first quarter, indicating a generally good prosperity level in the logistics sector [4] Group 2: Rail and Air Freight Developments - In rail freight, the national railway sent a total of 1.98 billion tons of goods in the first half of the year, with a daily average of 182,400 cars, representing year-on-year growth of 3.0% and 4.0% respectively. The cross-border logistics channels have improved efficiency, facilitating domestic and international circulation [6] - In air logistics, international channels and industrial upgrades have significantly boosted air freight. The international cargo and mail transport volume reached 203.7 million tons, with a year-on-year increase of 23.4%. There were 117 new international cargo routes, a growth of 58.1%, and an average of 233 additional cargo flights per week [8] Group 3: E-commerce and Express Logistics - The postal and express logistics industry generated over 720 billion yuan in revenue, growing by 9.9%. Companies have enhanced network capabilities to meet consumer demands for quality and timeliness by establishing collection centers and opening high-speed rail dedicated lines [11] - The logistics service supply capacity has effectively met consumer demands, with high fulfillment rates and efficiency indices in the e-commerce logistics sector reaching historically high levels [13]