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官媒:內地快遞業「反內捲」步伐加快 電商核心區域加價
官方媒體《證券時報》報道,內地快遞行業「反內捲」步伐加快。近期,在電商重鎮廣東、浙江兩地,多間快遞公司對電商客戶上調快遞費用,除浙江義烏、廣東外,業內對福建、安徽、江蘇、山東等地亦有漲價預期。 報道稱,從浙江地區的部分快遞網點與電商商家處了解到,7月底、8月初以來,電商快遞價格確實有不同程度的上調。快遞費用調漲,對特價快遞與小件產生的影響較為明顯,不過目前各大快遞網點的業務量總體平穩。 報道引述業內分析人士表示,此次國家「反內捲」政策力度空前,短期看,單票均價將回升,推動企業利潤修復,末端派費的增加,將改善快遞員收入,提高穩定性;長期看,有望打破「以價換量」的循環,引導快遞行業從規模競爭轉向價值競爭。 為避免「價格戰」給企業發展帶來惡性循環,國家郵政局近期採取多項舉措,嚴厲打擊「低於成本價」的行為,快遞行業亦紛紛響應,多地陸續上調單票價格,保證企業利潤。
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