After years of development, my country's total social logistics and total social logistics costs have achieved substantial growth. Railway freight volume, road freight volume and turnover, waterway freight volume and turnover and other indicators rank first in the world; port sca

After years of development, my country's total social logistics and total social logistics costs have achieved substantial growth. Railway freight volume, road freight volume and turnover, waterway freight volume and turnover and other indicators rank first in the world; port scale ranks first in the world, port cargo throughput and container throughput have ranked first in the world for more than ten consecutive years, maritime fleet capacity ranks second in the world; civil aviation cargo and mail turnover ranks second in the world.

In recent years, China's express delivery industry has developed more rapidly. In 2014, China's total express delivery business surpassed the United States for the first time. By 2021, China's express delivery industry has achieved two major breakthroughs, with business volume exceeding 100 billion pieces and industry revenue exceeding 1 trillion yuan. During the same period, the volume of parcels in the U.S. express delivery industry was less than 20 billion, and China was more than five times that of the United States, accounting for more than half of the world. The revenue of the U.S. express delivery industry exceeded 188 billion U.S. dollars (approximately RMB 1.4 trillion), and China was only 70% of that of the United States.

my country's express delivery business volume is five times that of the United States, but its income is 30% less than that of the United States. Judging from the unit price of express delivery, the most expensive one in China is probably , SF Express, and . The average unit price of SF Express is about 12 yuan, and the national average is only about 10 yuan per order. What is the unit price of UPS, FedEx in the United States? The total price is more than 100 yuan per piece, which is more than 8 times that of SF Express and about 10 times the domestic average unit price.

China's express delivery industry needs high-quality development

First, the country needs it. During the "14th Five-Year Plan" period, demand characterized by high quality, new varieties, and emphasis on services has increased rapidly. The country has launched a series of policies to promote the development of express logistics. At the opening ceremony of the Winter Olympics, SF Express brother Liu Kuo, as a representative of the postal express industry, appeared in the ranks of passing the five-star red flag. This reflects the country's emphasis on the logistics industry and logistics people.

Second, the industry needs it. On October 9, Zhao Chongjiu, the newly appointed director of the State Post Bureau, said in his speech on the 53rd World Post Day: Adhere to our people-centered development philosophy and write a new chapter for our postal service to become a transportation powerhouse with high-quality development of the postal industry. China Post Group Company Chairman Liu Aili also delivered a speech on the same day, adhering to both stabilizing growth and improving quality and efficiency, and showing new achievements in promoting high-quality development.

Third, development needs. According to data from the State Post Bureau, 38% of global cross-border parcels come from the Chinese market. Logistics is a huge and systematic industry. Logistics in the new era must not only be based at home, but also break through internationally. By building world-wide logistics hubs, overseas warehouses and overseas distribution centers in key markets, and building dense trunk lines and overseas terminal distribution networks, China's industrial chain advantages will be formed for the future.

How does China’s express delivery industry achieve overtaking in corners?

As we all know, e-commerce and express delivery are complementary and cooperative relationships. Comparing the development history of express delivery in China and the United States, the overtaking of Chinese express delivery originated from the rise of e-commerce. Cost-effective logistics services have also become an important driving force for the evolution of e-commerce models and supporting the overseas expansion of Chinese manufacturing.

The following four aspects are the focus of the future development direction of the comprehensive express delivery industry.

First of all, after express delivery companies have secured a certain share of the domestic market, it is an inevitable choice to seek international layout to open up new markets.

Against the backdrop of the rapid development of cross-border e-commerce, many express delivery companies are currently increasing their international business. Public information shows that in the first half of the year, SF Express opened a number of international routes including "Chengdu-Incheon" and "Shenzhen-Chennai, India". During the same period, SF Airlines introduced 5 all-cargo aircraft, expanding its all-cargo fleet to 55 aircraft. In July, STO opened STO International Birmingham , New York and Los Angeles warehousing and distribution centers. STO International upgraded from a single package import and export service business to a global comprehensive warehousing and distribution service business system.

More and more express delivery companies are going overseas and actively deploying international business. This is an opportunity for investors to try to participate.

Second, the advent of the 5G era will surely promote the express delivery industry to realize smart logistics .

Since this year, China Post, JD Logistics, Debon Express, YTO Expressand many other postal express companies have been laying out 5Grelated strategic cooperation. In March, JD Logistics took the lead in announcing the construction of the first 5G smart logistics demonstration park in China. Subsequently, China Post also signed a strategic cooperation agreement with China Unicom. The two parties will explore the use of new technologies such as the Internet of Things, big data, cloud-network integration, and 5G to promote the construction of smart logistics platforms and video surveillance cloud storage management and services. In April, the "5G+ Mobile Joint Conference" hosted by Zhejiang Provincial Government announced that the country's first 5G express distribution center jointly built by Cainiao, China Unicom and YTO Express will soon be launched in Xiaoshan, Hangzhou. Once completed, it will greatly improve the efficiency and stability of automatic parcel sorting.

can foresee that the accelerated arrival of 5G will push the express logistics industry to fully enter the era of technology.

Third, the improvement of the level of artificial intelligence will undoubtedly open up new development paths for express delivery companies.

The total amount of express delivery in my country is already very large, but the industry is facing problems such as the unit price of express delivery is declining year by year and labor costs are gradually rising. Express delivery companies urgently need to find a new business model that reduces labor costs and improves logistics efficiency. The application of intelligent logistics equipment is expected to bring great help to related companies. Accordingly, themes such as "Made in China 2025" and " Internet + logistics" are still worthy of investors' attention.

Finally, the intelligence of green packaging is also a breakthrough.

The rapid development of the express delivery industry has made people's lives more convenient and exciting, but the resulting massive pollution and waste of resources have also attracted people's attention, and green packaging has also emerged. At present, e-commerce giants such as Alibaba and JD.com have launched green logistics plans.

The intelligence of green packaging has obviously been upgraded technically. The intelligence of green packaging will collect product information through digital watermark , RFID electronic tags and other technologies, and then build a smart IoT big data platform to realize product anti-counterfeiting, traceability, mobile marketing, brand promotion and other functions. In recent years, creating green packaging intelligent products has become one of the main businesses of relevant listed companies and is gradually releasing profits.