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韵达的ESG答卷:绿色与智能,如何驱动快递业穿越同质化竞争?
Jing Ji Guan Cha Wang· 2025-11-26 09:14
Core Insights - The express delivery industry in China has seen a significant growth in business volume, reaching 1,626.8 billion packages from January to October, a year-on-year increase of 16.1% [1] - The industry faces challenges such as increasing carbon emissions and intense price competition, prompting companies like Yunda to integrate ESG principles into their core strategies [1][6] - Yunda is leveraging AI technology to enhance operational efficiency and address environmental concerns, viewing sustainability as a long-term asset rather than a cost [2][10] ESG Integration - Yunda's approach to environmental sustainability is comprehensive, involving significant investments in infrastructure, such as 18 photovoltaic transfer centers, which have reduced greenhouse gas emissions by 40.38% and cut carbon emissions by over 13,000 tons [2] - The company promotes automation and smart technology in daily operations, improving package processing efficiency and reducing energy consumption [2][3] - Yunda's ESG strategy has evolved from a passive response to an integrated approach, emphasizing the importance of ESG governance in maintaining competitiveness and attracting quality clients [6] Value-Added Services - Yunda focuses on user-centric design to meet diverse consumer demands, offering personalized solutions for common delivery needs and emerging trends [7][8] - The company has introduced green packaging options and customized packaging services to cater to environmentally conscious consumers and enhance emotional value [8][9] - Specific service enhancements, such as "Zhicheng Network" for clothing and "Zhicheng Fresh" for perishable goods, have improved delivery efficiency by 20%-40% while reducing costs by 20%-50% [8] Technological Empowerment - Yunda is implementing AI across its operations, transitioning from experience-driven to data-driven decision-making [10][12] - The use of large models allows for improved forecasting and planning, optimizing delivery routes based on real-time data [10][11] - The company is creating a unified data platform to enhance information sharing and operational transparency, integrating IoT devices for real-time monitoring of packages [11] Workforce Transformation - Yunda emphasizes a "technology for people" philosophy, ensuring that AI enhances rather than replaces human roles in the workforce [12] - The company is investing in employee training and skill development to adapt to new technological roles, promoting a collaborative growth environment [12]