中国快递：重要要点，供给侧改革 2.0

19 August 2025 Equity Research Report China Express Delivery Equities Expert call takeaways: Supply side reform 2.0 China On 13 August 2025, we hosted a conference call with China express delivery industry experts, and invited Mr. Lai Songqian, co-founder of Hangzhou Tonglubang Tongda Business Information Consulting, to discuss 'anti-involution' policies in China's express delivery industry. Below are our key takeaways: Express delivery prices in key regions picking up, but some franchisees likely still gen ...