China News Service, October 29. The State Post Bureau website issued a notice on the economic operation of the postal industry in the first three quarters of 2021. The report stated that the total business volume and business revenue of the postal industry in the first three quarters reached 981.54 billion yuan and 927.93 billion yuan. Yuan, an increase of 29.3% and 18.7%, respectively, an increase of 2.2 and 5.1 percentage points compared with the same period last year.

Data map: The staff is disinfecting and sterilizing the duty-free items to be mailed.

Photo by China News Agency reporter Luo Yunfei

　　The report pointed out that in the first three quarters of 2021, the postal industry continued to operate at a high level, showing an overall stable and steady progress.

Industry operation

　　The market keeps running at a high level.

In the first three quarters, the total business volume and business revenue of the postal industry reached 981.54 billion yuan and 927.93 billion yuan, an increase of 29.3% and 18.7%, respectively, an increase of 2.2 and 5.1 percentage points from the same period last year.

Among them, the express business volume and revenue were 76.77 billion pieces and 743.08 billion yuan, an increase of 36.7% and 21.8% respectively.

Affected by the base factor of last year, the development of the industry showed a trend of "high in the front and low in the back, gradually returning".

　　The growth rate of delivery business has accelerated significantly.

In the first three quarters, the postal delivery service business volume was 19.54 billion pieces, a year-on-year increase of 3.1%; business income was 28.28 billion yuan, a year-on-year decrease of 6.8%.

　　In the third quarter, the revenue growth rate turned from negative to positive, with a year-on-year increase of 2.3%, business volume up by 8.7% year-on-year, and volume-income growth rates increased by 8.2 and 12.8 percentage points respectively over the first half of the year.

The general service business such as letter and parcel remittance continued to shrink.

　　The growth rate of express delivery business has stabilized.

In the first three quarters, express delivery business volume and business revenue increased by 36.7% and 21.8% year-on-year, respectively, an increase of 8.8 and 6.1 percentage points from the same period last year.

However, due to the external environment, the domestic epidemic flood situation, and the base increase in the same period last year, the growth rate of express delivery business volume fell in the third quarter. Compared with the second quarter, the business volume growth rate fell by 5.7 percentage points, and the growth rate fell to 20 in September. %the following.

Seasonal fluctuations have been "smoothed", affected by the rapid development of live e-commerce, online consumer demand has been diverted, the effect of e-commerce platform holiday promotions has been weakened, and the monthly distribution of shipments has become more balanced.

Business structure differentiation

　　The universal service function continued to be strengthened.

The software and hardware facilities of the township bureaus have been further strengthened, and the standardization and standardization of services have been comprehensively improved.

The postal express cooperation in rural areas and villages has been accelerated. As of the end of September, a total of 139,000 organic villages across the country have achieved express delivery through the cooperation of postal express companies, and the coverage rate of organic villages has reached 27%.

The integrated postal service platform continued to expand. As of the end of September, the number of police, postal, tax and postal cooperation outlets across the country reached 11,000 and 18,000 respectively, and 1,125 outlets in 71 cities and provinces in 16 provinces have opened remote physical examination services for police, medical, and postal services.

　　The international express delivery business has been hit.

In the first three quarters, the international/Hong Kong, Macao and Taiwan express delivery business volume completed 1.58 billion pieces, a year-on-year increase of 25.6%, and a year-on-year increase of 0.2%.

The export volume and import volume of international postal express by major companies increased by 15.8% and 27.8% year-on-year respectively.

Europe is the main destination of China's express mail exports, and Asia is the main source of China's imported express mail.

However, since the third quarter, due to relevant international policy factors, the growth rate of international/Hong Kong, Macao and Taiwan express delivery business volumes has declined. The year-on-year growth rates from July to September were -0.8%, -4.4%, and 0.2%, respectively, and the growth rate was achieved in September. Turn positive.

　　The growth rate of remote business continued to lead.

In the first three quarters, the remote business volume completed 65.09 billion pieces, an increase of 41.5% year-on-year, which was 4.8 percentage points higher than the average growth rate of express delivery business, and accounted for 84.8% of all express delivery business, an increase of 2.8 percentage points year-on-year. The contribution of remote locations to the growth of express delivery business The rate exceeds 90%, reaching 92.4%, which is the main source of driving force for the growth of express delivery business.

The intra-city business volume was 10.1 billion, a year-on-year increase of 13.8%, an increase of 0.5% compared with the same period last year.

Regional structure continues to be optimized

　　The rise of Central China Express continues unabated.

In the first three quarters, the eastern, central and western express delivery business accounted for 78.3%, 14.3%, and 7.4%, respectively, and the business revenue accounted for 78.3%, 12.8%, and 8.9%, respectively.

Compared with the same period last year, the proportion of express delivery business in the central region increased by 1.3 percentage points, the highest increase in recent years. The growth rate of central provinces was higher than that of the whole country, and the growth rate of Hubei, Shanxi, and Jiangxi exceeded 50%.

The growth pole in the east has led to obvious growth. Guangdong and Zhejiang completed 20.97 billion and 16.01 billion respectively, an increase of 37.8% and 35.9% year-on-year respectively, accounting for 48.2% of the country's total, an increase of 0.1 percentage point year-on-year.

The west has maintained rapid growth overall.

　　There is a clear differentiation of express delivery business between cities.

The growth rate of express delivery business volume in the top cities slowed down overall. In the first three quarters, the top 10 cities with express delivery volume completed a total of 34.7 billion pieces, a year-on-year increase of 30.3%.

Among them, Guangzhou, Jieyang and Quanzhou grew faster than the national average.

The proportion of provincial capital cities continued to decline. From January to September, the proportion of express delivery business in provincial capital cities was 35.8%, 1.1 percentage points lower than the same period last year.

The fast-growing provincial capital cities are mainly concentrated in the central and western provinces. From January to September, the express delivery business volume in central Wuhan, Taiyuan, Nanchang and Zhengzhou increased by 62.6%, 56.3%, 50.2% and 44.2% respectively year-on-year. The growth rates of Urumqi, Chongqing and Kunming all exceeded 40%.

The competitive landscape is evolving faster

　　The market concentration index remained stable.

With the increasing standardization of the e-commerce market, the e-commerce competition landscape has changed, which has an impact on the express delivery and parcel markets.

From January to September, the express and parcel service brand concentration index CR8 was 80.8, which was the same as in the first half of the year, but was down 2.1 from the same period last year.

The performance of listed companies continues to be under pressure, companies have strong demand for short- and medium-term financing, the pace of listing and financing has accelerated, and mergers and acquisitions have increased.

Express companies have a strong willingness to invest, and investment in industrial parks is the main investment direction. Through the realization of functional integration and industrial agglomeration in the park, the embryonic form of the express economy has emerged.

The market value of the express sector rebounded rapidly, and the stock prices of e-commerce express companies rose significantly.

　　Express delivery prices have shown positive changes.

Since the third quarter, affected by factors such as rising end delivery fees and rising costs, the unit price of express delivery has increased month-on-month.

Among them, the same city rose from 5.4 yuan in July to 5.7 yuan in September, the remote location rose from 5.5 yuan in July to 5.6 yuan in September, and international/Hong Kong, Macao and Taiwan rose from 61.7 yuan in July to 63.2 yuan in September.

From a regional perspective, Zhejiang, Guangdong, Hebei, Fujian, and Henan all saw increases, among which Zhejiang express prices rose for three consecutive months.

Accelerated advancement of key projects

　　"Express delivery into the village" has been intensified.

With the full progress of the "Express Delivery into Villages" project, the two-way circulation channels between urban and rural areas have become smoother.

The upward pace of agricultural products is accelerating, and the scale of rural express delivery continues to increase, effectively driving agricultural products to cities and industrial products to the countryside, helping rural revitalization.

Various localities have thoroughly implemented the important spirit of the No. 1 Central Document and related policies for the construction of the county and village three-level delivery logistics system. Some regions have introduced corresponding subsidy policies, which have played an important role in promoting the speed of "express delivery into the village".

　　The protection of the legal rights and interests of the courier group is progressing steadily.

Since the beginning of this year, in order to implement the spirit of General Secretary Jinping’s important instructions to care for the express delivery brother, the State Post Bureau and other seven departments jointly issued the "Opinions on Doing a Good Job in Protecting the Legal Rights and Interests of the Courier Group", proposing to form a reasonable income distribution mechanism and improve Policy measures such as the level of social insurance and optimizing the production and operating environment.

In response to the government's call, major brand companies have continued to promote the implementation of rights protection through measures such as adjusting terminal fees and optimizing assessment items.