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Original title: China’s express delivery business volume in 2020 is expected to be 83 billion pieces, and this year’s business revenue is expected to exceed 980 billion yuan
On January 4, the 2021 National Postal Management Work Conference was held in Beijing. A reporter from the 21st Century Business Herald was informed that the meeting reviewed the work in 2020 and made arrangements for this year’s key tasks.
According to the data released by the State Post Office, in 2020, the total business volume and trade revenue of China’s postal industry will reach 2.1 trillion yuan and 1.1 trillion yuan, respectively, an increase of the 29.4% and 14.1% year-on-year. Among them, the express delivery industry business volume and business revenue was 83 billion pieces and 875 billion yuan, an increase of 30.8% and 16.7%, respectively, year-over-year.
Compared to 2019, although the express delivery industry suffered the impact of the epidemic last year, the growth rate of turnover last year exceeded that: in 2019, the turnover of China’s express delivery industry It was 63 billion pieces, a year-on-year increase of 24%. However, under the influence of the “price war”, the express delivery industry’s growth rate slowed last year.
It is worth mentioning that, according to the forecast of the State Post Office, the development goals of the express delivery industry this year are relatively conservative: the express delivery industry is expected to complete 95.5 billion business units, a increase of around 15% year-on-year in 2020; and achieve business revenue of 980 billion yuan, an increase of about 12% year-on-year. .
In the last year, driven by live streaming e-commerce and social e-commerce, the growing online economy has brought a sizable incremental market to the express delivery industry. Some analysts told the 21st Century Business Herald that this year, the major drivers of growth in the express delivery industry will not change much and that the entire industry will continue to maintain a relatively high degree of prosperity.
Under this expectation, the express shipping industry also played a prelude to the competition of the new year. On December 28, YTO Express and Shentong Express announced on their official websites that the two companies will maintain normal operations during the 2021 Spring Festival (February 4 to February 19). A reporter for the 21st Century Business Herald found that the “No Closing Spring Festival” plan for express delivery companies has encompassed all “Tongda” companies, as well as express delivery companies such as Debon and Jitu. This year’s “No Closure Spring Party” plan not only started early, but also has a time frame. Big. An insider for an express company told the 21st Century Business Herald that although in previous years, the express companies in Tongda would retain some capacity to keep their outlets running during the Spring Festival, but this year “it will not be closed.” in the true sense, with more bonding and punctuality. Guaranteed.
Essence Securities analyzes that in the context of the ongoing prevention and control of the new corona epidemic, the purchase of New Year’s goods is expected to bring the first wave of orders to the e-commerce platform at the beginning of the year . This year, more express e-commerce companies have joined the “Chinese New Year does not close.” “The camp, while safeguarding consumer demand for delivery and delivery of goods for the new year, has opened the prelude to industry competition in the new year.
But the “price war” remains a key factor determining the direction of the express delivery industry this year. “Currently, the price war in the express delivery industry is generally controllable, but it doesn’t rule out that large-scale price wars erode the profits of publicly traded companies.” Essence Securities noted that price competition in the express delivery industry beyond market expectations is a great risk.
As a phenomenon that has continued until the end of the year since the resumption of production and work, the “price war” has become an important signal that reflects whether competition in the express delivery industry has deteriorated. Currently, the “price war” is approaching the lower limit of industry tolerance. If it continues, it will not lead to the smooth and orderly development of the express shipping industry.
In this regard, Ma Junsheng, director of the State Post Office, emphasized at the National Postal Management Work Conference that high-level design should be strengthened, focusing on key issues such as protection of courier rights, stability terminal, safety and green, quality and efficiency, antitrust and unfair competition, and strengthen operability. , Regulations, standards and policies that are easy to apply, and propose practical solutions that provide institutional guarantees to the industry to improve quality, prevent risks, adjust the structure and increase profits; strengthen the rigidity of the system implementation and strengthen the company’s main responsibility, departmental supervision responsibility and territorial management responsibility. , Encourage the development of standardized delivery platform enterprises, use strict enforcement of the law to promote better popularization of the law, promote the implementation of various systems and their enforcement, zero tolerance for serious disruption of the market order, the unfair competition and violations of laws and regulations, and sanction them resolutely in accordance with the law.
It’s worth noting that major messaging companies are currently resorting to terminal stability tricks. On January 4, the 21st Century Business Herald reporter learned from the Qixinbao platform that Shanghai Tuxi Network Technology Co., Ltd. has recently completed the industrial and commercial change and is wholly owned by Zhongtong Express.
The company became the main operator of ZTO Express’ smart express cabinets business. In November last year, Shanghai Tuxi Network Technology Co., Ltd. formally took over Lejia’s smart express cabinet business under Goodaymart.
(Author: Cao Enhui Editor: Li Qingyu)
