The four major express delivery giants in June operating briefing out of the industry development trend recovered

On the evening of July 18, four courier companies including SF, Yuantong, Yunda, and Shentong released the June business briefing show that the development of the express industry is recovering.

In terms of revenue in June, SF, Yunda, Yuantong, and Shentong were 26.692 billion yuan, 4.140 billion yuan, 4.107 billion yuan, and 2.982 billion yuan, respectively. Judging from the year -on -year growth rate of revenue, SF is still far ahead, reaching 63.66%; Shentong, Yuantong, and Yunda are 55.09%, 31.57%, and 25.11%, respectively.

From the perspective of business completion in June, the highest amount of completion was Yunda, which was 1.614 billion votes. Yuantong, Shentong and SF's June business completion volume was 1.572 billion, 1.188 billion votes, and 1.02 billion votes, respectively. From the perspective of the year-on-year growth rate of business completion, the largest growth rate was Shentong, as high as 30.83%; the changes in SF, Yuantong and Yunda were 7.94%, 5.61%, and -1.71%, respectively.

Dongxing Securities analysts believe that express delivery has an irreplaceable role in ensuring the supply of normal materials of residents, and has a high priority when re -production and production. At present, the express delivery industry has a significant recovery trend, and the business volume of the four courier giants is basically the same as the industry growth. In the first half of this year, the express industry rose rapidly after a short decline in the scale of the express industry, and returned to positive growth, showing good development toughness.

According to data from the State Post Office, the number of express delivery business in the first half of the year is expected to exceed 50 billion pieces, a year -on -year increase of about 3.6%; business income is expected to be close to 500 billion yuan, a year -on -year increase of about 2.8%; Level.

Qin Ruhan, general manager of Jinhua Fund, told the Securities Daily reporter: "In June, the market income, business completion, and single -ticket income of SF and 'Three Connect, One Da Da Da" have increased year -on -year. Express industry's prosperity is rising. In addition, the "Three -Dental" relative platforms mainly based on Taobao -based e -commerce are weak. The rise in single -ticket income is also a good signal for the rising of the industry. "

SF's single ticket income has increased year -on -year for 8 consecutive months. The announcement shows that SF's single ticket revenue in June was 15.81 yuan. The single -ticket income of Yuantong, Yunda and Shentong was 2.61 yuan, 2.57 yuan, and 2.51 yuan. In the announcement, SF stated that with some domestic cities' epidemics seal control and control, the company's unblocking outlets quickly resumed operation and planned resources to ensure 618 e -commerce promotion. Therefore Business revenue has resumed double -digit growth, which is higher than the overall level of the express delivery industry.

Qin Ruohan believes that due to the influence of the price increase of commodities and the high shipping index this year, the operating costs of the logistics industry have risen, and the major giants have driven up to increase the unit charges for downstream customers. At the same time, it can be seen that with the increase in industry agglomeration, the bargaining ability of the logistics industry giants has increased compared to the past.

Wang Yuehan, deputy director of the business research of the Development Research Center of the State Post Bureau, believes that in the first half of the year, it mainly benefited from the overall improvement of the domestic epidemic prevention and control situation, and the compensation consumption potential was released. In addition, the promotional activities such as Shuangpin Online Shopping Festival and 618 have been carried out one after another to drive the rapid recovery of express delivery business. In the second half of the year, the bonus effect of the policy of Baozai Baochang will further appear.

Reporter Li Yuzheng

Learr reporter Wang Jingru

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