The scale effect of the express delivery industry continues to amplify
2025-08-19
Express logistics connects thousands of cities and industries, connects online and offline, integrates into production processes, and embeds into consumer scenarios, making it an important component of the modern circulation system. According to data released by the State Post Bureau, the cumulative volume of express delivery services in China reached 112.05 billion units in the first seven months of this year, a year-on-year increase of 18.7%. The continuous improvement of data reflects the fluidity of China and the open market. Zhu Li, Deputy Director of the Industrial Economics Research Department of the Development Research Center of the State Post Bureau, stated that since the 14th Five Year Plan period, China's postal and express delivery industry has focused on the primary task of high-quality development and achieved sustained and rapid development. The volume of express delivery business has exceeded 100 billion pieces for five consecutive years, and the scale economic effect continues to amplify, significantly improving the ability to drive the industry and economy. It is expected that the industry will continue to maintain a steady and progressive trend. On July 9th, a household air conditioner that was sent from Zhongshan City, Guangdong Province to Changzhou City, Jiangsu Province for trade in became the 100 billionth express delivery in China by 2025. The 100 billionth express delivery is focused on the exchange of old for new consumer goods, demonstrating the rapid development of the express delivery industry and injecting new momentum into the consumer market. With policy support, the increasing demand for household appliances, consumer electronics, and other consumer goods has driven the continuous growth of delivery business volume. ”According to the person in charge of SF Express, the company's cargo volume increased by over 20% year-on-year last year. At present, the national subsidy policy has covered most brands on e-commerce platforms, including mobile phones, tablets, smart wearables, learning devices, computers and other categories, with over 10 million new orders. According to data from JD Logistics, in the first half of this year, the proportion of large home appliance trade in orders exceeded 30%, with a year-on-year increase of 150%. At the same time, express delivery companies are actively cultivating the market for characteristic agricultural products, meeting the diverse delivery needs of consumers, and promoting the steady expansion of the market scale. In the main mango producing area of Panzhihua, Sichuan, Zhongtong Express has set up 25 township service points, providing "zero distance" door-to-door collection and delivery services, achieving "same day picking and same day departure", greatly improving efficiency while reducing logistics costs. In the hometown of figs in Artux, Xinjiang, Shanghai consumers who came here for tourism casually sent a box of figs through YTO Express. 48 hours later, their families in Shanghai tasted the sweetness of figs. In the production area of Tongyang watermelons in Shuyang, Jiangsu, Shuyang Postal Branch quickly sends boxes of thin skinned and crispy Tongyang watermelons to various parts of the country. As of the end of July, Shuyang Post has helped farmers sell more than 570 tons of watermelons and delivered over 240000 items. Summer summer vacation has also driven a significant increase in demand for luggage and specialty delivery. To better serve the vast number of tourists, SF Express has developed corresponding logistics solutions for different delivery needs, helping consumers free their hands and travel easily. For example, at Kunming Changshui International Airport in Yunnan, tourists can go to SF Express service stations upon arrival to send their luggage from the airport to check-in hotels, scenic spots, commercial streets, etc; You can also place an order directly at hotels or other places, and have your luggage shipped directly to the SF Express airport to achieve "person box separation". SF Express has deployed personnel and collection service points in major scenic spots to cooperate with merchants, making it convenient for tourists to buy and ship at any time, and relieving their worries of "buying and buying" and "not being able to carry". Zhu Li stated that with the deepening implementation of the strategy to expand domestic demand, the potential of China's domestic demand market will continue to be released, and the postal and express delivery industry will play a greater role. The service experience continues to improve. The July China Express Development Index report released by the State Post Bureau shows that the express service quality index is 566.5, a year-on-year increase of 0.3%. In Shache, Xinjiang, express service points are filled with packages from all over the world; In Xilingol, Inner Mongolia, herdsmen can easily receive horse harnesses with just a tap of their fingers in the pastoral area; In Maoming, Guangdong, lychee can complete delivery to major cities across the country within 24 hours... Zhu Li believes that the reason for the efficient, convenient, and professional service experience is due to the rapid and effective emergency response. In July of this year, some places experienced floods. Express delivery companies activated emergency plans, allocated resources to support disaster stricken outlets, quickly transferred express packages, provided users with various service options such as rescheduling delivery and self pickup, and opened a special after-sales channel to simplify the claims process. At the same time, express delivery companies actively participate in disaster relief work, transport and donate disaster relief materials, and build a solid guarantee network for daily necessities for the people in disaster areas. Secondly, there is extensive and in-depth industrial collaboration. On the one hand, express delivery companies focus on sports shoes and clothing, home cleaning and other fields, driven by technology, to enhance their "forward and reverse integration" operational capabilities, achieve efficient turnover of goods, and meet the flexible production capacity needs of manufacturing enterprises; On the other hand, promoting the in-depth development of "express delivery+cultural tourism", setting up service stations in urban core scenic spots, airports, transportation hubs, hotels, etc., providing convenient services such as luggage delivery and storage, cultural and creative products, local specialties, and lost items delivery, providing delivery guarantees for "Su Chao", "Qingdao Beer Festival", "Summer Tourism", etc., and helping tourists travel light. Thirdly, multiple regions across the country are exploring new models of urban logistics and distribution. In Shenzhen, Guangdong, the Bus Group has innovatively utilized the network resources of bus stations throughout the city, transforming them into supply stations and regional transit hubs for unmanned logistics vehicles through "grid based station management"; In Chengdu, Sichuan, express delivery companies cooperate with local bus companies to carry out in-depth cooperation in idle capacity reuse, station integration and upgrading, and explore a new cross-border integration model of "bus+express+ecology". The widespread application of unmanned vehicles has also greatly improved the delivery capacity at the end of express delivery. Dingri County, Shigatse City, Xizang is sparsely populated, and the distance between villages and towns is even longer. The efficiency of express delivery has been under great pressure. In the past, express delivery vehicles could only make one trip to the countryside every two days. Now, unmanned vehicles deliver goods to the countryside every day, which is not only efficient but also reduces costs significantly. "Lu Junke, the person in charge of Zhongtong Express's daily branch, introduced that unmanned vehicles only need 15 yuan in electricity to charge once and can complete three 60 kilometer round trips. More importantly, autonomous vehicles overcome the impact of the changing climate on delivery time in high-altitude areas, ensuring that high-altitude residents receive their desired packages earlier. The report on China's express delivery development index in July showed that the trend index of express delivery development was 69.5, a year-on-year increase of 11.2%. Zhu Li introduced that the industry focuses on consolidating stock, expanding quantity, improving quality and efficiency, and ensuring safety. The capital market has performed well, and the user experience continues to improve. The development of intelligence and unmanned technology is accelerating, playing a positive role in promoting industrial synergy and ensuring the expansion of domestic demand. In Foshan, Guangdong, Midea Group and SF Express jointly built an intelligent warehouse to achieve "zero factory inventory and 72 hour nationwide delivery" of household appliances, with a 40% increase in inventory turnover rate; The Yiwu Small Commodity Market in Zhejiang Province has reduced logistics costs for small and medium-sized merchants by 25% through the "shared cloud warehouse" model, with an average daily shipment volume of over 30 million orders; In Baoshan, Yunnan, Zhongtong Express has partnered with Baoshan Modern Logistics Industrial Park to establish an intelligent cloud warehouse, achieving integrated operation of "direct procurement from the production area, cloud warehouse consolidation, and rapid distribution". This not only reduces agricultural product losses but also significantly improves transportation efficiency. The postal and express delivery industry directly unleashes consumer potential through infrastructure sinking, data empowerment, and policy coordination, becoming an important channel for breaking market segmentation and promoting the free flow of factors. It is an indispensable supporting force for building a unified national market. ”Zhao Chongjiu, Director of the State Post Office, said. On the one hand, with the continuous improvement of urban and rural infrastructure in China, the construction of high-speed rail networks, highways, and airports is rapidly advancing, providing efficient and convenient transportation channels for express logistics. The construction of rural delivery logistics system continues to strengthen, effectively promoting the flow of urban and rural resource elements, narrowing the gap in consumption patterns and service experiences between urban and rural residents, and turning the shortcomings of rural delivery services into a development "potential board". On the other hand, we will implement the strategy of regional coordinated development, strengthen the construction of postal infrastructure in the central and western regions, improve the effective connection level between various transportation modes at important nodes and the industrial chain supply chain, support the transfer of eastern industries to the central and western regions and the division of labor and cooperation between regions, and promote the flow of goods and resources to underdeveloped areas. In Qinghai, Gansu and other places, the processing capacity of newly put into operation mail express processing centers has been significantly improved, which has improved the logistics infrastructure level in the western region. Nowadays, receiving and sending express delivery has become an important way of life for people. It can be foreseen that the postal and express delivery industry will be led by technological innovation, comprehensively promoting the construction of smart and green postal services, and enabling the postal and express delivery industry to better play a role in promoting economic circulation and serving people's livelihood needs. (New Society)
Edit:Momo Responsible editor:Chen zhaozhao
Source:Economic Daily
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