A -share express four semi -finals in August to warm up to the good industry to enter a new round of competition pattern

Cover reporter Ma Mengfei

On the evening of September 19, SF, Yuantong, Shentong and Yunda's four A -share listing courier companies released the operating data in August.

Overall, the express industry continues to warm up. Judging from the latest business data, several key indicators of several companies have achieved year -on -year growth in key indicators of operating income and single -ticket income. In terms of business volume indicators, Yunda Co., Ltd. fell 2.43%slightly compared with the same period last year, and the other three courier companies rose year -on -year.

It is worth mentioning that, compared with good performance, the stock price has risen. As of today's close, Yunda shares have fallen 3.55%, Yuantong Express has fallen by 2%; SF Holdings rose 0.76%, and Shentong Express rose 1.83%.

Zhao Xiaomin, an expert in express logistics, believes that in general, the express industry is still the highlight of the economy and is still confident in the future of the express industry.

Four companies' business income running the industry as a whole

作为快递龙头顺丰控股，在速运物流业务上，顺丰控股的速运物流业务实现营业收入147亿元，同比增长10.47%；业务量9.42亿票，同比增长9.15%；单票收入15.61元，同比Growing 1.23%.

The revenue of Yuantong, Yunda and Shentong have increased year -on -year. Among them, the growth rate of Shentong Express was the fastest. In August, the revenue of the express delivery service business was 2.962 billion yuan, an increase of 66.36%year -on -year; Yuantong Express was second. , Year -on -year increased by 24.81%.

From the perspective of business income alone, the growth rate of four express companies has exceeded the industry. According to data from the State Post Office, the business revenue of the national express service enterprise in August completed 88.39 billion yuan, an increase of 5.2%year -on -year.

In terms of express delivery business volume, the number of Shentong Express and Yuantong Express business has increased. Among them, Shentong Express completed 12.26 billion votes in August, an increase of 34.26%year -on -year; the business completion volume of Yuantong Express was 1.52 billion votes, an increase of 10.14%year -on -year. The amount was 1488 million votes, a year -on -year decrease of 2.43%.

For the four courier companies released the basic data in August, Zhao Xiaomin, an expert in express logistics, believes that in general, the express delivery industry is still the highlight of the economy and is still confident in the future of the express industry. The expectations of the courier stock in the capital market, he believes that the trend will tend to differentiate, the leading company is at a low level, some companies of e -commerce express will be completely different, and local fluctuations will be increased.

After the "price war", the express industry enters a new round of competition

It is worth noting that for the express delivery industry trapped by the price war, it has recently got rid of the influence of low -cost competition. SF, Yunda, Shentong, and Yuantong's single -ticket income have been increasing month by month in the past six months. From the perspective of single -ticket income, the August -in -August revenue of Yunda, Yuantong, Shentong, and SF rose 27.80%, 24.10%, 24.10%, and 1.23%, respectively.

Zhao Xiaomin said that since the beginning of this year, the domestic express delivery industry is accelerating the original "price war" model of the initialization, and is accelerating the journey of high -quality development, but in the first half of this year, it has experienced severe and complex internal and external challenges. After the "pain", with its strong toughness, the express delivery industry quickly built bottom repair, and the market size also achieved positive growth. The traditional express season has arrived, but this situation this year is extremely special, and it is also a scene that has never been before in the past 20 years. Express companies should make full responses, and they must be prepared for super routine preparations from funds, personnel, vehicles, logistics reserves, emergency systems, crisis response, etc.

"The scale of capital expenditure in the express delivery industry has declined. I personally think that from some angles, it also echoes the courier industry to enter a new round of competition." The reporter said that the changes in the vicious price competition situation, and the express delivery industry gradually returns to rationality with the price, and the profitability will become the core of the competition of the next express companies. It is a transition from large -scale competition to service quality competition.

Wu Qi, Executive Dean of the Wuxi Digital Economic Research Institute, believes that with the gradual standardization of the market, the express delivery industry has shown three trends as a whole this year.

He said that the implementation of digital transformation should be accelerated, and the capacity of comprehensive logistics service and logistics technology should be constructed through digital technology to improve the timeliness, service quality and customer experience. In addition, further promote the integration and development of the express delivery industry and the manufacturing industry, encourage and support express delivery enterprises and manufacturing companies to jointly cultivate integrated supply chain service capabilities, and build a model of warehouse distribution, plant logistics, and international supply chain.

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