Demand led supply upgrading, and the investment volume of express delivery in the Spring Festival increased by 16% year-on-year to 749 million pieces

The National Post Office released the monitoring data a few days ago. Data show that during the Spring Festival this year (from January 31 to February 6), the national postal express industry received and delivered 749 million express packages, an increase of 16% over the same period of the lunar calendar last year. Among them, 420 million express packages were received, an increase of 545%, 338% and 12.04% respectively compared with the same period in 2019, 2020 and 2021; 329 million express packages were delivered, an increase of 645%, 280% and 21.6% respectively compared with the same period in 2019, 2020 and 2021.

express business volume continued to rise during the Spring Festival of the year of the tiger

During the Spring Festival this year, the demand for special products and festival delivery is strong, Shenzhen Agricultural Products Group Co.Ltd(000061) online sales continue to maintain a rapid growth trend, and the business volume of postal express delivery has increased greatly. In addition to national data, Guangdong, Jiangsu, Hainan and other express "grain producing areas" have also successively announced the amount of local express delivery during the Spring Festival.

According to the monitoring data of Guangdong Provincial Postal Administration, from January 31 to February 6, the processing volume of express parcels in Guangdong Province reached 140 million, with an average daily processing volume of about 20 million. During the Spring Festival, 84000 express delivery brothers in the postal industry of Guangdong Province went to work normally, and more than 34000 vehicles were put into operation by various delivery enterprises.

According to the monitoring data of Jiangsu postal administration, during the Spring Festival, Jiangsu postal express received and delivered 63.98 million parcels, an increase of 12.57% over the same period of the lunar new year last year.

In the view of Xu Liangfeng, deputy director of the data management office of the postal security center of the State Post Bureau, there are two reasons for the continuous rise in the data of express delivery during the Spring Festival, He analyzed the reporter of Securities Daily and said: "first, demand side pull. It was Lbx Pharmacy Chain Joint Stock Company(603883) during the Spring Festival In the traditional peak consumption season, especially in recent years, online shopping of new year goods has gradually become a new way of life. In response to the call of the State Post Office, express enterprises adhere to "no closing, no network and no backlog", so as to provide good transportation capacity and network guarantee for the smooth delivery of new year goods during the Spring Festival; Second, the supply side takes the initiative to upgrade. The coverage capacity of the whole express network has been significantly improved, whether in urban terminal services, trunk transportation or even to rural terminals. At the same time, the digitization of the whole industry also leads the continuous improvement of the comprehensive strength of the industry, and the family, friendship and nostalgia carried by packages are more warm to the hearts of the people. "

Xiao Yi, CO chief analyst of the transportation team of the Institute of economics and finance, also held a similar view. She said in an interview with the Securities Daily, "During the period from Spring Festival to Spring Festival, the overall growth of express business volume is large, which is mainly due to the strong demand for delivery of annual goods on the demand side and the improvement of service capacity on the supply side. The two cooperate to promote the release of package volume. In addition, there are policy supporting factors to encourage enterprises to provide normal express services during holidays."

Under the initiative of "local Chinese New Year", although the epidemic has restrained the flow of people, the demand for the flow of goods is more frequent. From self purchase to mutual mail, the role of express delivery in conveying family affection and warming people's hearts is further highlighted.

Xiao Yi made a specific analysis from the perspective of supply side and consumers: "from the perspective of supply side, the operation of express enterprises during the Spring Festival this year also has more highlights." She described the operation mode of express delivery during the Spring Festival as "saddle type": "the operation mode of express delivery during the Spring Festival is quite different from that of transportation, showing a" saddle type "- the demand for express delivery during the Spring Festival has decreased."

the service behind the "price rise" needs to be improved

Many brand express companies announced "no closing" before the Spring Festival this year. Xiao Yi said, "Several Tongda express companies began to choose 'no closing in the Spring Festival', which to some extent shows that the 'no closing' in the special period has gradually become an important symbol of the improvement of network service capacity, and the non-stop network will also help the express network return to the normal level as soon as possible after the festival. On the basis of the past, the direct express enterprises are expected to have the ability to scientifically predict and reasonably allocate resources Further improvement, the pressure of business volume fluctuation on resources and costs will be further reduced. "

The increase in the number of pieces means the recovery of consumption to a certain extent, but the satisfaction of users still needs to be improved.

Some netizens make complaints about "Tucao" express on the Internet platform slowed down: "before the Spring Festival, it has been shown, but the Spring Festival is over and no package has been received". There is also the fact that the customer feedback station is closed, and the express customer service is not in good contact. Shanghai Consumer Protection Commission recently issued a document saying that during the long Spring Festival holiday (from January 31 to February 6), Shanghai consumer protection commissions at all levels accepted 4600 consumer complaints (complaints about entering the black cat). According to the types of complaints, there were 1949 commodity complaints, of which clothing, shoes and hats, food and household products ranked among the top three commodity complaints; There were 2651 service complaints, among which express delivery, entertainment ticketing and Online Games ranked among the top three service complaints.

Xiao Yi told the reporter of Securities Daily: "From the perspective of consumers, after solving the problem of whether there is express delivery during the Spring Festival, we also pay attention to the problem of whether the express delivery during the Spring Festival is fast or not. According to the research, the timeliness of some express delivery during the Spring Festival is slower than usual. With the cultivation of consumption habits, the gradual improvement of the supply side and the gradual growth of the volume of packages, the timeliness is expected to be more normalized in the future."

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