Core Viewpoint - The meeting held by the State Post Bureau highlighted two major issues in the express delivery industry: escalating "involution" competition and persistent illegal charges in rural areas [1][3][4] Group 1: Involution Competition - The State Post Bureau has reiterated its stance against "involution" competition, emphasizing the need for express companies to enhance compliance awareness and establish long-term mechanisms to mitigate risks [4][6] - The price war in the industry has severely impacted profit margins, with the average express delivery price dropping by 8.2% year-on-year to 7.5 yuan in the first five months of 2025, despite a 19.3% increase in business volume [6][7] - Historical context shows that the price war began in 2005 and has intensified over the years, particularly with the entry of new players like Jitu [6][10] Group 2: Rural Delivery Issues - Illegal charges in rural express delivery have become a significant concern, with various forms of unauthorized fees being reported, such as forced delivery charges and unreasonable fees for package retrieval [8][9] - The issue of "last mile" delivery in rural areas is critical for enhancing the quality of life for farmers and promoting rural economic development, as highlighted in the central government's policy [9][10] - Recent actions by postal management departments across multiple regions aim to address the issue of illegal charges, with significant penalties imposed on violators [10][11][12] Group 3: Industry Responses and Innovations - Leading companies are exploring differentiated strategies to overcome the challenges posed by involution competition, with Shentong's acquisition of Daniao Logistics being a notable example [10] - Companies like SF Express and JD Logistics are leveraging technology to improve service efficiency and delivery capabilities, moving towards value creation rather than price competition [10][11] - Local governments are focusing on building comprehensive logistics service stations in villages to address the "last mile" delivery challenges and improve service quality [11][12]