How do you see the future of the courier industry?

Express service is to fight for speed, there is an idea, the future of express delivery should be unimaginably fast, that is to build a special express pipeline, I envision the pipeline is a vacuum pipeline, and then the express warehouse inside is similar to the shape of a missile, the use of electromagnetic principles so that the express warehouse can be in the vacuum of the special pipe at supersonic speed, and all the express warehouse between the magnetic repulsion to achieve the effect of anti-collision. As long as the pipeline is long enough and the range is wide enough, so that both the express delivery can arrive within an hour. Next, we should increase investment in the construction of the end, the end of the world, the end should be intensive operation, standardized services, the so-called intensive operation is to establish the end of the collection point, just like the rookie station, as well as centralized distribution, joint delivery companies centralized distribution, the establishment of a distribution team, such as fast bird pioneer.

As for the standardized service, in fact, it is to strengthen training, unified management, and form a strong, professional and unified third-party express delivery team. In fact, we should be clear that the reason why the express delivery industry is chaotic is because many miscellaneous companies run the market with the worst quality, when China's labor costs are getting higher and higher, the advantage of the first will gradually disappear, then there will be a demand for express quality rather than **. China Post's express delivery business has not really been separated from the postal system so far, and there is still room for improvement.

Needless to say, SF Express is already a landmark enterprise in this industry.

The express delivery industry has improved a lot in terms of delivery speed over the years, but consumers have more and more complaints and complaints about the quality of express delivery services. Many express delivery companies are still obsessed with the first-class war model, ignoring the technological improvement and information expansion. In 2017, the average unit price of express delivery continued to decline, and the average unit price was yuan, a year-on-year decrease of one percentage point.

The decline in the average unit price of express delivery, on the one hand, stems from the decline in the cost of some express delivery companies after the scale construction, and another reason that cannot be ignored is the endless "** war" in the industry. In order to get more business, the express delivery companies of the franchise system blindly seek to expand the market quickly, so they use low ** to leverage merchants and consumers. <>

The difference in this part is ultimately reflected in the quality of service, and the low-quality service is still paid by consumers. This is extremely incommensurate with the development trend of the e-commerce industry and the changes in consumer demand, the current e-commerce industry has turned to the era of quality, focusing on quality and service, and the trend of consumption upgrading is becoming more and more obvious. With the improvement of informatization and intelligence, express delivery companies urgently need to transform to "platform" and "ecological" models.

In the future, express delivery companies need to have a strong sense of self-innovation and service awareness, and constantly improve their technical strength, and truly put consumers first.

The development of e-commerce, which accounts for 70% of the business of the express delivery industry, directly determines the development of the express delivery industry in the future. The suspension of JD.com's cooperation with Tiantian Express and Best Express is equivalent to piercing the long-standing fig leaf of the industry and truly putting the service level of the express delivery industry under the sun. Some express delivery companies that rely on low ** and low efficiency to hover at the bottom of the express service for a long time will face the fate of being eliminated.

The country's economic structure is constantly adjusting and optimizing, the development momentum is transforming in an orderly manner, and the trend of consumption upgrading is becoming more and more obvious. The application of new technologies such as artificial intelligence and drones has promoted the improvement of the informatization and intelligence level of the industry, and express delivery companies are transforming to the era of highly intelligent and information-based quality services. <>

With the development of express delivery to this day, more and more people no longer simply pay for the transportation of goods, but for services. Service quality has become an important means to improve customer shopping experience and increase customer stickiness. Therefore, the future express delivery industry must be based on user experience first.

With the current speed of scientific and technological development, the era of highly intelligent and information-based quality service is no longer a dream.

Guangdong Province has the highest express business volume and express business income in the country

From the perspective of the business volume of express service enterprises in various provinces and cities in China, from January to November 2022, the business volume of express service enterprises in Guangdong Province, Zhejiang Province and Jiangsu Province ranked in the top three, with 100 million pieces, 100 million pieces and 100 million pieces respectively.

Note: The above data statistics period is from January to November 2022.

From the perspective of the business income of express service enterprises in various provinces and cities across the country, from January to November 2022, the business income of express service enterprises in Guangdong Province, Shanghai and Zhejiang Province ranked in the top three, with 100 million yuan, 100 million yuan and 100 million yuan respectively.

Note: The above data statistics period is from January to November 2022.

Jinhua (Yiwu) has the highest express business volume in the country, and Shanghai has the highest express business income in the country

From the perspective of the business volume of express service enterprises in various cities in China, from January to November 2022, the business volume of express service enterprises in Jinhua (Yiwu) and Guangzhou is much higher than that of other cities, with 100 million pieces and 100 million pieces respectively.

Note: The above data statistics period is from January to November 2022.

From the perspective of the business income of express service enterprises in various cities across the country, from January to November 2022, the business income of express service enterprises in Shanghai is far ahead, reaching 100 million yuan; Followed by Guangzhou City and Shenzhen, the business income of express service enterprises was 100 million yuan and 100 million yuan respectively.

Note: The above data statistics period is from January to November 2022.

ZTO Express has the highest market share

In 2021, among the enterprises in China's express delivery industry, ZTO Express has the highest market share (by business volume), exceeding 20%; followed by Yunda shares and YTO Express, with a market share of more than 15%; The total market share of the above three leading companies exceeds 50%.

First of all, for the current situation of express delivery, the scale of express delivery business has maintained rapid growth. The total business volume of China's express delivery industry has maintained a trend of increasing year by year. The national express service enterprises have completed a total of 100 million pieces of business, a year-on-year increase.

The national express service enterprises have completed a total of 100 million pieces of business, a year-on-year increase. The domestic express delivery market was strong in the late stage of the epidemic**.

Secondly, the compound growth rate of express business volume reached 40%. The scale of operating income is nearly 280 billion yuan, and the compound growth rate will reach 28% in the past ten years. China's express delivery revenue reached 100 million yuan, a year-on-year increase.

The revenue scale has increased by more than 8 times compared with 30 billion yuan, and the compound growth rate in the past ten years is 28%. The growth rate of express revenue is not as fast as the growth rate of business volume, mainly because the unit price of express delivery is declining year by year.

For the future of express delivery, express delivery is needed to further activate the potential of the rural market. It is necessary to improve the integrated consumption network between urban and rural areas, expand the coverage of e-commerce in rural areas, and promote the upgrading of rural consumption. Enrich the rural economic format, strengthen the storage and preservation of agricultural products and the construction of cold chain logistics facilities.

Improve rural infrastructure and public services, and improve rural water supply, postal communications, radio and television, logistics and other infrastructure. Improve the storage and preservation facilities of Tiantou market, and transform the cold chain storage and transportation facilities of designated livestock and poultry slaughtering and processing plants. In this way, the express delivery industry can be better developed.

In addition, refined service is the future development direction. Service transformation is imperative, and refinement is the direction, but the transformation is difficult and time-consuming. The absolute hegemony of the express delivery industry has not yet been formed, and the form of competition you are chasing will be more intense.

Extensive service construction is relatively easy to surpass. In order for the sub-echelon to catch up with or even surpass outstanding enterprises, it is necessary to carry out drastic reforms, cultivate core competitive advantages, and make long-term preparations for the transformation to refined services. Refined services need to be based on systematic construction, and the way to improve services must be changed.

The business volume of China's express delivery industry is growing rapidly

In recent years, with the rapid increase in market demand and the rapid development of the express delivery industry, the express delivery business volume is also growing rapidly. From 2013 to 2021, the total volume of China's express delivery business grew rapidly, maintaining a growth rate of more than 20%. In 2021, the business volume of express service enterprises across the country will reach 100 million pieces, an increase over 2020.

The market share of off-site express delivery is the highest

In 2021, the business volume of intra-city, non-local, and international Hong Kong, Macao and Taiwan express delivery accounted for the sum of the business volume of China's express delivery industry, with the highest market share of non-local express delivery. Compared with the same period in 2020, the proportion of intra-city express delivery business decreased by one percentage point, the proportion of non-local express delivery business increased by one percentage point, and the proportion of international Hong Kong, Macao and Taiwan business volume decreased by one percentage point.

From the perspective of express business revenue, in 2021, the revenue of intra-city, non-local, and international Hong Kong, Macao and Taiwan express delivery business accounted for the sum of the business revenue of China's express delivery industry, respectively, and the market share of non-local express delivery is still the highest. Compared with the same period in 2020, the proportion of intra-city express delivery business decreased by one percentage point, the proportion of non-local express delivery business increased by one percentage point, and the proportion of international Hong Kong, Macao and Taiwan business volume decreased by one percentage point.

The volume of non-local express delivery business is growing rapidly

According to the data released by the State Post Bureau, from 2017 to 2021, China's non-local express delivery business volume has shown a development trend of increasing year by year. In 2021, China's non-local express delivery business volume will reach 100 million pieces, a year-on-year increase, which is higher than the industry growth.

From the perspective of the proportion of non-local express delivery business volume, the proportion of China's non-local express delivery business volume in the business volume of China's express delivery industry from 2017 to 2021 has shown a development trend of increasing year by year. In 2021, China's non-local express delivery business accounted for a high proportion, an increase of one percentage point compared with 2017.

The express delivery industry has been saturated in recent years, but with the continuous popping up of post stations, perhaps the last kilometer will be distributed in the later stage, without the need for couriers.

The current status quo of the express delivery industry is still relatively good, and the future development will be better and better.

The current competition in the express delivery industry is very fierce, and the future development trend is also very good, and many people are also optimistic about the express delivery industry.

I think it's going to get better and better, and the industry is only going to get hotter and hotter because people like to shop online these days.

I think the future of express delivery has a very big prospect, now people are getting lazier and lazier, unwilling to go out, and express delivery can make logistics all over the country connected, so this industry will not be destroyed, and will become more and more popular.

I think the express delivery industry will get better and better in the future, because it has become the Internet era, and most people like to buy bags online, so now is the Internet era, and I personally think that this industry will always be hot.

I think that in the future, the courier will be integrated by the terminal, for example, the property should take over and provide door-to-door service, or help save and wait for the owner to deliver the mail after work.

I think the future of the express delivery industry may be more intelligent and technological, for example, the time of express delivery may be shortened, the quality of fast delivery will be more efficient, the express industry should continue to be hot, because I think the demand for online shopping will not decrease, nor will it stop.

Major listed companies in the industry:SF Holdings (002352), Yunda (002120), YTO Express (600233), Shentong Express (002468) and so on.

China Express Industry Development Index; development scale index; service quality index; Developmental Competency Index; Trend Index.

Development Index – Since 2022, the industry as a whole has shown a recovery trend

The index system of express development index includes 4 first-level indicators and 11 second-level indicators, including development scale index, service quality index, development capacity index and development trend index. From 2020 to 2022, China's express delivery development index as a whole showed a downward trend and then an upward trend, and in the second half of 2021, the development of the industry was under pressure, with a number of indicators declining, and the industry as a whole has shown a recovery trend since 2022. In December 2022, China's express delivery development index increased by 5% year-on-year, and the industry operated relatively smoothly.

Development Scale Index – The scale of development in 2022 was basically the same as that of the previous year

The express development scale index includes two indicators: business volume and business income. From 2020 to 2022, the overall development scale index of China's express delivery industry was stable, and the business scale in 2022 was basically the same as that in 2021. In December 2022, China's express delivery development scale index was 390, down 1% year-on-year.

Service Quality Index – Overall improvement in service quality in 2022

The express service quality index includes three indicators: public satisfaction, 72-hour punctuality rate and user complaint rate. In 2021, the service quality index of China's express delivery industry first increased and then declined, showing a growth trend after entering 2022, and in December 2022, China's express service quality index was 13% year-on-year.

Development Capacity Index – Development capacity increased slightly in 2022

The express development capacity index includes four indicators: express delivery depth, network density, labor productivity and supporting online retail sales. From 2020 to 2022, China's express delivery industry development capacity index showed a fluctuating growth trend, and in December 2022, China's express delivery development capacity index increased by 5% year-on-year, mainly due to the continuous enhancement of the operation capacity of the whole network by express delivery companies, increasing infrastructure construction and expanding air transport capacity.

Development trend index - confidence in the development of the industry needs to be restored

The Express Development Trend Index includes two indicators: business growth expectations and express capital market expectations. From 2020 to 2022, the development trend index of China's express delivery industry showed a downward trend, mainly due to the increased uncertainty of industry development caused by the new crown pneumonia epidemic. In December 2022, China's express delivery development trend index was down 19% year-on-year.