In 2020, the business volume will reach 83 billion pieces, and it is expected to reach 95.5 billion pieces in 2021
Express delivery out of economic vitality (new data and new highlights)
"After preliminary calculations, my country's express delivery business volume will be 83 billion pieces in 2020, a year-on-year increase of 30.8%, and business revenue will reach 875 billion yuan, a year-on-year increase of 16.7%." At the 2021 National Postal Management Work Conference held on January 4, Said Ma Junsheng, director of the State Post Bureau.
Since the volume of express delivery business exceeded 50 billion pieces on September 10, 2020, in just four months, my country's express delivery business volume has increased from 50 billion pieces to 80 billion pieces, setting a new record for the annual express business volume.
Accelerate the cultivation of new kinetic energy
"Congratulations! Become the recipient of the 80 billionth express delivery in 2020!" At 10 am on December 22, 2020, at the entrance of the Second People's Hospital of Hunan Province, Xing Zuzhong, a cardiovascular rehabilitation doctor, picked up from the courier Tang Linghao Through this express delivery of special significance.
In 2020, my country will become the only major economy in the world to achieve positive economic growth, and the recovery of domestic consumption will drive the express delivery industry to perform exceptionally well.
"In recent years, online consumption has been hot, driving the rapid growth of the express delivery industry." said Liu Jiang, a researcher at the Development Research Center of the State Post Bureau.
According to data, from January to November 2020, online retail sales of physical goods will reach nearly 8.8 trillion yuan, accounting for a quarter of the total retail sales of consumer goods, which is an increase of 4.6 percentage points from the same period in 2019.
Traditional kinetic energy is still strong, and new kinetic energy is also accelerating cultivation.
The rural market is a bright spot.
"In 2020, rural areas will receive more than 30 billion express mails, a year-on-year increase of more than 20 percentage points higher than that of cities. In particular, the accelerated upward trend of agricultural products has become an important driving force for the industry." Ten billion pieces.
Beef and mutton, hairy crabs, loquats...These special agricultural products that were once difficult to transport have become more and more convenient to "enter the city".
Behind this, express companies are gradually sinking the service network through end-to-end joint delivery, multi-format cooperation, joint construction, etc.; it is express companies that are making efforts to research and develop packaging materials, improve cold chain capabilities, and build a delivery service network for agricultural products. The upward movement of agricultural products provided support.
As of the end of 2020, the coverage of express delivery outlets in towns and villages has exceeded 98%, and the coverage of village-level networks has increased rapidly. The proportion of direct delivery of express delivery to villages has exceeded 50%, driving the total transaction volume of industrial products to the countryside and agricultural products to cities to exceed 1.5 trillion yuan.
From the perspective of service targets, the scope of services in the express delivery industry is expanding, and the manufacturing industry has become the "blue ocean" of the express delivery industry.
In the aviation base of an airline in Guangzhou, the staff will usher in a special flight every month, and the plane is loaded with a densely packed, cylindrical big guy.
It turned out to be an airplane engine!
According to reports, as a highly complex and sophisticated aviation material, aircraft engines need to be transported to specific maintenance centers on time for maintenance.
Although the express delivery industry used to be "greedy" for this business, its capabilities were limited.
In recent years, express companies have established airlines, with cargo planes and teams, and have the ability to seize this market.
Liu Jiang analyzed that in recent years, the proportion of customized and flexible production has increased significantly, and the proportion of online sales of some consumer-oriented production companies has continued to increase.
The way of express service manufacturing is expanding from the integration of product warehousing and distribution to supply chain logistics.
Industrial transfer affects the flow of "materials"
The express delivery industry has not only expanded rapidly, but its regional structure has also changed.
From January to November 2020, the proportion of express delivery business volume and revenue in the central region in the country increased by 0.4 and 0.6 percentage points, respectively. The express delivery business volume of five provinces including Hunan, Henan, Jiangxi, Shanxi, and Anhui increased by more than 40%, which is higher than the national The growth rate is more than 10 percentage points higher.
In the whole year of 2020, the express business volume of 31 provincial capitals will total more than 30 billion pieces, and its proportion in the country has dropped from 49.2% in 2015 to 36.7%, a drop of more than 10%.
The growth rate of express delivery business in Tier 3, 4 and even Tier 5 and 6 cities is much higher than that in Tier 1 and 2 cities.
Changes in the regional structure of the express delivery industry reflect the changes in industrial transfer to a certain extent.
"From the perspective of express delivery data, industries in the eastern region have shifted to the central region, and industries in central cities have shifted to the periphery. This trend continues to strengthen." Liu Jiang said that the central cities mainly focus on R&D, design, exhibition and sales, and the central and western regions have become the main production bases. .
Industrial transfer drives regional structural changes in the express delivery industry, and changes in the express delivery industry also affect the layout of the industrial chain.
Liu Jiang analyzed that as the cost of land and labor in first- and second-tier cities continues to rise, the cost of express delivery has risen, and the price is relatively high.
In the third- and fourth-tier and even fifth- and sixth-tier cities, operating costs are lower and prices are relatively low.
"The area with low express delivery prices first attracted merchants to transfer the shipping location here, and then gradually attracted logistics and warehousing, office services, financial services and other related elements and resources, and finally led production companies to transfer manufacturing bases." Liu Jiang said.
In the Guangdong-Hong Kong-Macao Greater Bay Area, there is a small town called Machong, where major Internet merchants settle their sorting centers, and 500 downstream merchants such as Supor and Joyoung have entered.
Machong has become a gathering point for e-commerce in the Pearl River Delta. Tens of millions of packages are sent out every day to meet consumer demand as quickly as possible.
What's the secret of Mayong?
The suitable geographical location is 29 kilometers away from downtown Guangzhou and 22 kilometers away from downtown Dongguan. The high speed is convenient; the low operating cost and abundant land resources make the express service here "good quality and low price".
Today, in China, consumers can buy products nationwide through express channels; producers can sell products nationwide through express channels, reducing circulation links, and the importance of location of venues to the decisions of producers is gradually decreasing.
"In the future, the development level of express delivery in a region is expected to become an important reference factor for production layout." Liu Jiang said.
Industry development potential
While the business volume is growing rapidly, the continuous fierce competition has also driven the average unit price of the express delivery industry to continue to decline.
In May 2020, the average unit price of the express delivery industry fell below 11 yuan for the first time, to 10.46 yuan; in October, the average unit price fell again to 9.85 yuan; in November, the average unit price was 9.86 yuan, basically the same as in October.
The declining unit price also brings some problems: the protection of the rights and interests of couriers is not perfect, the survival pressure of grassroots outlets is relatively high, and the industry R&D investment is limited...
Liu Jiang suggested that, while focusing on scale expansion, the express delivery industry should also focus on high-quality development, continuously optimize the market structure, improve the quality and efficiency of development, and strive to release rural, manufacturing and cross-border demand, and further cultivate new development momentum.
The State Post Bureau proposed that in 2021, it will continue to further promote the "express delivery into the village" project, and strive to basically achieve direct delivery of express services to the villages in the eastern region by the end of the year, and the express service access rate of the organized villages in the central and western regions will reach 80% and 60%, which will further stimulate The vitality of the rural market.
The express industry needs to take the first step in 2021. The service guarantee during the Lunar New Year is the first "big test" of the industry.
The reporter learned that in the Lunar New Year of 2021, in addition to the Post, SF Express, JD Logistics and Suning Logistics, which have always adhered to the normal operation of the Spring Festival, express companies such as Zhongtong, Shentong, YTO, Yunda, Best, Debon, and Extreme Rabbit have all stated " Not closing during the Spring Festival", to fully protect the delivery needs of consumers.
"Compared with previous years, many express companies announced earlier this year that they will not be closed, the service time span is longer, and the service content is more specific." Industry experts analyzed that under the premise of normalization of the prevention and control of the new crown pneumonia epidemic, this year's Spring Festival During this period, the purchase of Chinese New Year goods by consumers will bring a new round of business peaks.
It is worth noting that during the period of "not closing the Spring Festival", express companies will also increase incentives and welfare guarantees for frontline employees.
The State Post Bureau stated that express companies should care about couriers, earnestly safeguard the legitimate rights and interests of express employees, implement the relevant provisions of the Labor Law on statutory holiday remuneration, and pay overtime wages and transfer rest for employees who work overtime during the Spring Festival.
Looking forward to 2021, Ma Junsheng said: It is estimated that the annual express delivery business volume will be 95.5 billion pieces, a year-on-year increase of about 15%; business income will be 980 billion yuan, a year-on-year increase of about 12%.
Our reporter Li Xinping