Recently, the State Post Bureau disclosed a series of express delivery data. In the first half of this year, the business volume and business revenue of express delivery service enterprises nationwide reached 51.22 billion pieces and 498.22 billion yuan respectively, an increase of 3.7% and 2.9% respectively year-on-year.
The express delivery industry is known as the "barometer" of economic development and consumption vitality. At present, a series of express delivery data reflect the accelerated release of the mainland market demand and the dynamic trend of economic development.
The express delivery industry is picking up
According to data from the State Post Bureau, the business volume of express delivery service enterprises nationwide in the first half of this year has accumulated 51.22 billion pieces. According to a previous report by the State Post Bureau, in 2021, the national express delivery business volume will reach 108.3 billion pieces, exceeding 100 billion pieces for the first time. At present, under the influence of the epidemic, the national half-year express delivery business volume still exceeds 500 trillion pieces.
It can be seen that although the express delivery industry was affected by the epidemic in the first half of the year, it showed good development resilience, and the scale rebounded rapidly after a brief decline in April, rising all the way and achieving positive growth. At present, the average daily business volume has recovered to more than 300 million pieces, exceeding the level of the same period last year. During the Dragon Boat Festival, the express delivery industry collected about 940 million pieces, an increase of 17% year-on-year; "Shuangpin Online Shopping Festival" and "618 Shopping Festival", the highest daily business volume of the express delivery industry exceeded 400 million pieces.
Major express delivery companies have also released first-half performance reports, showing that the overall market is picking up and improving. Among them, the net profit of SF Holdings is expected to be 2.43 billion yuan to 2.58 billion yuan, an increase of 220% to 240% year-on-year; YTO achieved a net profit of 1.771 billion yuan in the first half of the year, an increase of 174.24% year-on-year; Shentong also finally turned a loss into a profit, and is expected to achieve a net profit of 170 million yuan to 200 million yuan, an increase of 216.20% to 236.71% year-on-year.
Entering the second half of the year, data from the State Post Bureau showed that the development trend index of the express delivery industry in July rose by 5% month-on-month, and the development scale index rose by 3.8% year-on-year; Express delivery business volume is expected to increase by approximately 6.2% year-on-year and revenue is expected to increase by approximately 7.7% year-on-year. This series of July data further shows that the express delivery industry is picking up and improving.
Hu Enthalpy, director of the Logistics Statistics Department of the China Logistics Information Center, said that in August, the effect of a series of stable growth policies has further emerged, in addition, with the easing of high temperature weather, the end of the consumption off-season is approaching, the terminal operating rate is expected to pick up, and the pace of recovery in express market demand will continue to accelerate.
Perfect facilities to help "express freedom"
Receiving and sending express delivery has become an important part of the people's daily convenient life, and the express delivery industry has become an emerging force serving the development of the economy.
In recent years, the institutional equipment and communication networks in the express delivery industry have also been continuously upgraded. According to data from the State Post Bureau, at present, the total length of postal routes (one-way) in the mainland is more than 10 million kilometers, the total length of the express delivery service network (one-way) is more than 40 million kilometers, and there are 413,000 postal express business outlets. In the "online shopping" environment, the postal express industry and e-commerce integration and development, has become an accelerator of commodity circulation, the main channel to serve e-commerce users, the annual support of physical goods online retail sales has exceeded 10 trillion yuan.
The improvement of various hardware facilities has also further enhanced the service capabilities of the industry, and people's express delivery is more convenient. As of June 2021, the number of rookie wrap users has exceeded 300 million, an increase of 100 million in half a year, and the volume of express delivery continues to rise.
According to data from the State Post Bureau, from 2017 to 2021, the per capita postal expenditure, express delivery expenditure and express delivery use are increasing every year, of which the per capita express delivery use in 2021 is 76.7 pieces, the annual per capita postal expenditure is 895.0 yuan, and the annual per capita express delivery expenditure is 731.4 yuan. According to the results of the seventh national census of 1.412 billion people, the average monthly courier volume per person in 2021 will exceed 6.
"Express delivery into the village" releases the potential of rural consumption
The volume of express delivery business has repeatedly reached a new level, and an important force behind it is that the sinking markets such as third- and fourth-tier cities and rural areas have burst out of huge potential.
As can be seen from the above figure, from 2018 to 2021, the total number of express parcels received and dropped in rural areas across the country has increased year by year, from 12 billion in 2018 to 37 billion in 2021. Behind the huge express parcel data is the accelerated pace of "express delivery into the village" and the increasing vitality of the rural economy, which also makes people see the huge potential of the rural consumer market.
The role of express delivery in promoting the upward movement of agricultural products is also amplifying. In 2021, express parcels in rural areas across the country will drive agricultural products out of the village and into the city and industrial products to the countryside and into the village for more than 1.85 trillion yuan. In the first half of this year, the retail sales of agricultural products supported by express parcels in rural areas exceeded 290 billion yuan, an increase of 12.4% year-on-year. Big cherries, figs, croissants... Many fresh fruits that could only be purchased in physical stores can now be delivered home with the touch of a finger.
In addition, some agricultural products with special geographical indications have become "sought-after goods" purchased online by netizens. During the "Shuangpin Online Shopping Festival" alone, the growth rate of online sales of Guangdong orange red reached 240%, and the growth rate of online sales of products such as Zigui Navel Orange and Hetian Jujube also exceeded 70%.
With the recovery of the express delivery market, express delivery will play a greater role in promoting the circulation of urban and rural commodities, expanding rural consumption, promoting farmers' income, and promoting rural revitalization in the future.
Producer: Tang Xinyi
Editor: Sun Hui Ma Yucong
Draft: Wang Yajing
Proofreader: Fu Jing