The express delivery industry is connected to production at one end and consumption at the other, and its “full blood resurrection” will effectively promote the economy to “mobilize” and consume “hot”. mp.weixin.qq.com/s/d-yYXNKbu-Jfuw83xOtDNw “>” Securities Daily voice “(ID: securitiesdaily) , author: Chang Yu-school.
On May 14, the State Post Bureau announced the operation of the postal industry in April. From January to April, the national express delivery service business volume totaled 19.03 billion pieces, a year-on-year increase of 11.5%; the cumulative business income was 225.49 billion yuan. A year-on-year increase of 5.6%. In April, the national express delivery service business volume reached 6.5 billion pieces, an increase of 32.1% year-on-year; business revenue was 72.09 billion yuan, an increase of 21.7% year-on-year.
As for the current specific operation of the express delivery industry, a reporter from the Securities Daily recently consulted a number of practitioners.
The relevant person in charge of Best Express said: “Since this year, the top three provinces of Best Express’ shipment volume are Zhejiang Province, Guangdong Province and Jiangsu Province; the top three provinces of dispatch volume are Guangdong Province and Guangdong Province. Jiangsu Province and Zhejiang Province. Among them, the sales and transportation of agricultural products in the consumer category have gradually increased. “
Zhongtong express staff revealed to the “Securities Daily” reporter, “January-April, the top three provinces of Zhongtong express nationwide in terms of shipment volume and dispatch volume are in the same order, ranking first in Guangdong Province, Second place in Zhejiang Province and third place in Jiangsu Province. Other data is not convenient to disclose to the public, and the final financial report data will prevail. “
Combined with the operating data of the express delivery industry, Tao Jin, a senior researcher at Suning Financial Research Institute, said in an interview with a “Securities Daily” reporter that this year, although the growth rate of express delivery business has been affected by the epidemic, the growth rate has declined compared with previous years, but The trend of a clear rebound in the month. From January to April, the proportion of express delivery business in the eastern, central and western regions was 79.8%, 12.4% and 7.8%, and the proportion of business income was 79.8%, 11.3% and 8.9%, respectively. This is because the relevant regions in the east take over the leading role of commodity consumption and manufacturing, showing that the scope of consumption recovery is nationwide.
The express delivery industry is connected to production at one end and consumption at the other, and its “full blood resurrection” will effectively promote the economy to “mobilize” and consumption to “heat”.
Xia Liman, the fund manager of Debon Fund, told the Securities Daily reporter that with the acceleration of the national resumption of production and production, the first and second tier developed cities and the eastern region have become the main regions for online consumption of e-commerce. Judging from Taobao data, domestic cosmetics, snack foods and other mass consumer goods have grown faster online. More and more small and medium-sized brands are actively working with e-commerce platforms including Taobao, JD.com, Pinduoduo and Suning. Cooperation, launching live broadcasts and delivering coupons, and other activities to stimulate consumption recovery.