The growth rate of business volume is improving month by month, and it has exceeded 300 billion pieces——
The express delivery industry as a whole stabilized and rebounded
Reporter of this newspaper Ji Leilei
Monitoring data from the State Post Bureau shows that since the beginning of this year, China's express delivery business volume has grown steadily, and the overall trend has shown a trend of stabilization and recovery. Up to now, the volume of express delivery business has exceeded 300 billion, and the average daily collection and delivery volume of parcels has exceeded 3 million, playing an increasingly prominent role in serving production and consumption, smoothing the economic cycle, and building a new development pattern of services.
The express delivery industry is connected to production and supply and consumer demand, which is known as the "barometer" of economic development and consumption vitality. Zeng Junshan, spokesperson of the State Post Bureau and director of the Department of Policies and Regulations, said that in the first quarter, with the rapid and stable transformation of epidemic prevention and control and the continuous emergence of various policy effects, the growth rate of the postal industry has accelerated month by month, and the growth rate of some indicators has returned to double digits, and the operation has started well. This not only lays the foundation for the development of the postal industry throughout the year, but also reflects that China's residents' consumer confidence is increasing, and the economic recovery is picking up obviously.
The development capacity continues to increase
On the morning of April 4, a SF Airlines Boeing 1-747 full-freighter carrying 400 tons of cargo flew from Ezhou Huahu Airport to Liège Airport in Belgium. This marks the official opening of Ezhou Huahu Airport's first international cargo route "Ezhou Huahu - Liège, Belgium".
It is understood that the "Ezhou Huahu-Belgium Liege" route is planned to operate twice a week, which is expected to provide more than 2 tons of air capacity for the flow of goods between China and Europe, and will build a safe and efficient air logistics channel for China-Europe economic and trade exchanges. It is expected that by the end of this year, Ezhou Huahu Airport will open 400 domestic cargo routes and 40 to 4 international cargo routes, initially forming a logistics pattern of "overnight to the whole country and the next day to the world".
The acceleration of enterprises to improve the air delivery guarantee capacity not only shows that the investment willingness remains high, but also fully demonstrates the strong economic vitality behind the express delivery industry. In the first quarter, postal industry delivery business volume and industry revenue increased by 8.5% and 9.0% year-on-year, respectively. Among them, express delivery business volume and revenue increased by 11.0% and 8.2% year-on-year, respectively.
Analyzing the reasons for the rapid growth of the industry, Zeng Junshan said that on the one hand, thanks to the continuous release of favorable policies, nearly 30 postal policy measures were issued at the national level in the first quarter, and the relevant content of promoting the development of the industry was included in the work reports and policy support systems of governments at all levels, and the coordinated development of industry infrastructure, related industries, and the construction of rural delivery logistics systems received policy support; On the other hand, the postal express industry gives full play to the role of smooth circulation. The industry actively serves the upward movement of agricultural products, and the work of rural delivery logistics system continues to advance; The cross-border delivery network has been continuously improved, and major enterprises have linked multi-party resources to serve cross-border e-commerce to go overseas, and the international business volume has rebounded significantly.
For example, the construction of aviation infrastructure has accelerated, the industry has added 3 new full-freighter aircraft, and China Post signed 9 aircraft purchase agreements with Xiamen Airlines; The construction of county-level infrastructure has been accelerated, the Yudong Intelligent Logistics Base in Xiayi County, Henan Province has been fully built, Beijing's first rural delivery logistics co-distribution center has started construction in Changping District, and the Qixian E-commerce Express Industrial Park in Shanxi is about to be put into use; The cross-border protection capability in Europe and the United States has been further improved, and Cainiao's first air cargo center has been launched in Shenzhen, improving the efficiency of cross-border parcel processing by 30%.
The implementation of the strategy of expanding domestic demand has also promoted the development of the postal express industry. In the first quarter, the national online retail sales of physical goods reached 2.78 trillion yuan, a year-on-year increase of 7.3%, accounting for 24.2% of the total retail sales of consumer goods. Postal Express gave full play to the advantages of the whole network, eliminated the geographical restrictions of consumption, and the volume of long-distance express delivery accounted for 87.1% of the total express delivery in the first quarter, an increase of 0.9 percentage points over the same period of the previous year.
The regional structure has been further optimized
More than 39 billion pieces in 100 days, more than 67 billion pieces in 200 days, and more than 96 billion pieces in 300 days! The data continues to rise, and China's express delivery business volume exceeded 3 billion pieces in March, exceeding the peak of the previous year, and the growth rate returned to more than 100%.
Overall, the vitality of business entities has increased, and the growth rate of major indicators in the industry has continued to recover. In the first quarter, the volume of long-distance express delivery business and business revenue increased by 12.2% and 12.0% respectively year-on-year, and the proportion of long-distance business volume in all express delivery reached 87.1%, an increase of 0.9 percentage points year-on-year. International/Hong Kong, Macao and Taiwan express delivery business volume and business revenue reached 6 million pieces and 3.281 billion yuan, respectively, an increase of 5.46% and 8.11% year-on-year.
In terms of scale, in the first quarter, the development of the express delivery industry accelerated month by month. Affected by the Spring Festival holiday in January, the market size showed a "deep V" trend, with an average daily business volume of 1 million pieces. In February and March, the rapid recovery, the new business volume for two consecutive months was about 2 billion, the cumulative growth rate reached 3.2%, which fully demonstrated the resilience of the development of the industry, and also confirmed that China's market demand is picking up.
It is worth noting that in the first quarter, the regional development structure of the postal express industry became balanced, and the proportion of express delivery in the central and western regions continued to increase. "The potential of the Midwest region has become an important force driving the growth of the industry." Zeng Junshan introduced that from the perspective of the proportion of express delivery business in the country, in the first quarter, the growth rate of express delivery business in the central region accelerated significantly, and the growth rate of all central provinces was higher than the national average growth rate. In addition, the growth momentum of the western region is good, in the first quarter, the growth rate of the western express business volume was nearly twice the national average growth rate, which strongly promoted the growth of the national express delivery business volume, and also helped the regional structure of the postal express industry to develop more balanced.
In the first quarter, express delivery services accelerated to small and medium-sized cities, and the balance between cities continued to improve. Data show that in the first quarter, the overall growth rate of provincial capitals slowed down, and the express delivery business volume of 31 provincial capitals increased by 6.6% year-on-year, accounting for 34% of the country, down 1.4 percentage points year-on-year. At the same time, the express delivery business volume in 70 small and medium-sized cities across the country increased by more than 40%.
This year's Central Document No. 1 and the "Government Work Report" both make arrangements for improving the rural express logistics and distribution system. "'Express delivery to the village' is one of the key tasks of the industry, since the beginning of this year, the industry has actively served the upward movement of agricultural products, the rural delivery logistics system has been accelerated and improved, and the volume of rural express delivery business has grown rapidly." Zeng Junshan introduced that with the continuous sinking of the express delivery network and the strong demand for the delivery of agricultural products during the Spring Festival, the growth rate of rural express delivery in the first quarter was higher than the average growth rate of the national express delivery business.
Service quality and efficiency have been greatly improved
Warehouse and distribution integration, end-of-order distribution, regional supply chain services... With the recovery of the domestic economy and the rapid release of manufacturing capacity, many express delivery companies are actively exploring a new model of "express delivery into the factory" and doing everything possible to solve the problem of "last mile" of terminal distribution. For example, for large home improvement goods, Cainiao has launched the "delivery and assembly" service, that is, furniture products sent from Cainiao's container to the whole country will eventually be delivered to Cainiao's delivery master and installed for free.
"In the past, we mainly cooperated with some small and medium-sized private line logistics companies, and there would be layers of subcontracting, and the company's customer service had to spend a lot of time dealing with consumers' logistics consultations." Yuan Jingli, founder of Yiluo Home Furnishing Company in Foshan City, Guangdong Province, said that since the company fully connected to Cainiao's large-scale home improvement services, the company no longer incurred additional expenses, and the logistics performance cost was estimated to have decreased by 12%. The service experience of consumers has greatly improved, and the company's business is getting better and better.
"By extending the 'express delivery' chain, the service capabilities at both ends of the supply chain are improving." The relevant person in charge of the Guangdong region of Cainiao's domestic supply chain home improvement logistics department introduced that the front-end improves the efficiency of cargo transportation with the help of "integrated warehousing and distribution", while the back-end further optimizes the user experience through "integrated delivery and loading".
At present, Cainiao has opened a home improvement logistics warehouse in Foshan City, Guangdong Province, serving more than 300 home furnishing manufacturers, and the number of orders has continued to grow, increasing by more than 400% compared with when the warehouse was opened.
Consumers' feelings about the quality and efficiency of express delivery services are the most direct. According to the survey, in the first quarter, the public satisfaction rate and 72-hour punctuality rate of express delivery services were 81.6 points and 75.4%, respectively, an increase of 1.6 points and 3.4 percentage points year-on-year. Satisfaction and punctuality rates have increased month by month, with the 3-hour punctuality rate in March being 72.84%, an increase of 1.10 percentage points year-on-year.
Nowadays, the "express delivery to the village" model is also more diversified, and the proportion of direct delivery to the village is increasing. In Jiangxi, the local area has built 1,5 village-level delivery and logistics comprehensive service stations through "postal cooperation" and other forms, and the volume of postal express cooperation agency investment is 2602.6000 million, ranking first in the country; in Wushan, Chongqing, the local government has effectively solved the problem of two-way circulation of rural logistics by implementing the "rural logistics + passenger and cargo combined transportation" model and relying on the basic conditions of full coverage of buses in established villages. Today, the local township passenger station has set up an express station supermarket, with an average daily processing capacity of <>,<> pieces.
"Various modes such as mail delivery integration, postal express cooperation, and fast cooperation are more mature, which will effectively promote the 'express delivery into the village' project to go deeper." Zeng Junshan said that this year, the State Post Bureau will study and deploy the construction of rural express delivery service system in the next three years, will focus on doing a good job in "native products" articles, expand the coverage and scale of modern agriculture of express delivery services, continue to promote modern agricultural projects of postal express services, actively promote the demonstration and creation of rural e-commerce express coordinated development, deepen the integrated development of rural "passengers, goods and mail", and promote the high-quality development of rural express delivery. (Economic Daily)