The core data of this paper: business volume, business income and market share of express delivery industry.
General situation of industry
1, definition
Express delivery refers to the logistics activities in which carriers deliver specific goods to designated places or target customers at a faster speed by means of railway, highway, air and water transportation, and is an important part of logistics.
The classification of express delivery industry can be classified according to the different modes of transportation and service objects. According to the mode of transportation, it can be divided into air express, highway express, railway express and waterway express. According to the different clients, it can be divided into ordinary express delivery and express delivery.
2. Industrial chain analysis: driven by favorable policies and e-commerce development, the express delivery industry has formed a complete industrial chain.
In recent years, the government has issued many supporting policies, online shopping and other consumption patterns have gradually spread in China, and the business scale of e-commerce enterprises has been expanding, which has provided a good environment for the express delivery industry in China to continue to maintain rapid growth. From the industrial chain of express delivery industry, the upstream mainly includes transport vehicles, fuel refined oil, packaging supplies and containers; The middle reaches mainly include air express, highway express, railway express and waterway express; Downstream directly faces end users, including e-commerce users, enterprise users and individual users.
At present, the transport vehicle manufacturers in China are mainly CIMC vehicles; The production and sales of fuel refined oil are mainly China Petrochemical and China Petroleum. Packaging product manufacturers include Blonde Technology and Guoen Stock. Container manufacturers include CIMC and COSCO Haifa. Express service providers mainly include SF Holdings, ZTO Express, Shentong Express, Dayun, YTO Express, Debon Express, Baishi Group and Jingdong Logistics.
Industry development process: express delivery enterprises speed up the pace of listing
Judging from the development of express delivery in China, in 1980s, the express delivery market in China was dominated by EMS. Until the first half of 1990s, EMS was almost the only operator of domestic express delivery business. With the rapid development of China's economy and the growing private economy, enterprises have higher requirements for the timeliness, convenience and security of the delivery of business documents, samples and catalogues. In this context, China private express industry came into being. China officially joined the World Trade Organization and opened to the outside world. With the reform of postal system, the informatization development of express delivery industry has accelerated.
Since 20 10, strategic capital has entered the express delivery industry, and express delivery enterprises have also accelerated the pace of listing. Now, the position of express delivery industry in China is more stable, and with the development of society and economy, it has achieved greater development.
Industry policy background: policy blessing, in-depth development of express delivery industry
Since 2007, the State Council, National Development and Reform Commission, National Energy Administration and other departments have successively issued policies to support and standardize the development of express delivery industry, including supporting the development of express delivery industry, supervising and managing express delivery industry, and promoting the green transformation of express delivery packaging.
On the basis of the Tenth Five-Year Plan, the Postal Industry Development Plan puts forward five goals: scale strength, basic network, innovation ability, service level and governance efficiency, and sets 12 indicators, including postal business income, access rate of express delivery service in established villages, 72-hour punctuality rate of express delivery service in key areas, R&D investment increment of eight enterprises (CR8) and recyclability. It is estimated that by 2025, the express delivery business volume will exceed 654.38+05 billion pieces, and the express delivery business income will exceed 654.38+05 billion yuan, forming a group of postal express delivery brands with annual business volume exceeding 20 billion pieces or annual business income exceeding 200 billion yuan.
Current situation of industry development
1, the volume of express delivery in China: rapid growth.
In recent years, with the rapid growth of market demand and the rapid development of express delivery industry, the volume of express delivery business is also growing at a high speed. 20 13-202 1, the total express delivery business in China increased rapidly, maintaining a growth rate of more than 20%. In 20021year, the business volume of express delivery service enterprises in China totaled1083 billion pieces, an increase of 29.9% compared with 2020.
2. The business income of express delivery industry in China increased synchronously.
In terms of business income of express delivery industry, the business income of express delivery industry increased simultaneously from 20 13 to 202 1. In 20021year, the business income of China express delivery industry totaled 103323 billion yuan, an increase of 17.5% compared with 2020.
3. The market share of China express delivery industry: steady growth.
Judging from the proportion of express delivery business income in the postal industry, with the rapid development of China's express delivery industry since 20 13, the market share of express delivery business in the postal industry has steadily increased. From 20 13 to 202 1, the proportion of express delivery business income in China's postal industry increased from 56.6% to 8 1.7%.
Industry competition pattern
1, regional competition: Guangdong Province has the largest express delivery business.
In 20021year, the proportion of express delivery business in eastern, central and western regions was 78. 1%, 14.6% and 7.3% respectively. Compared with the same period in 2020, the proportion of express delivery business in the eastern region decreased by 1.3 percentage points. The proportion of express delivery business in the central region increased by 1.3 percentage points; The proportion of express delivery business in the western region is basically the same.
According to the data released by the State Post Bureau, in 20021year, Guangdong Province, Zhejiang Province and Jiangsu Province ranked in the top three in the national express delivery business volume, with 29.457 billion pieces, 22.75438 billion pieces and 8.607 billion pieces respectively.
2. Enterprise competition: ZTO express accounts for the highest proportion.
In 20021year, among the national express delivery enterprises, ZTO has the highest share (according to business volume), exceeding 20%; Followed by Dayun and YTO Express, the market share exceeded15%; The total market share of the above three head enterprises exceeds 50%.
Industry development prospect and trend forecast
1. Industry development prospect forecast: in 2025, the express delivery business volume will exceed150 billion pieces, and the express delivery business revenue will exceed150 billion yuan.
In 20021year, the State Post Bureau, the National Development and Reform Commission and the Ministry of Transport jointly issued the Tenth Five-Year Plan for the development of the postal industry, which put forward five major goals, namely, scale strength, basic network, innovation ability, service level and governance efficiency, and set 12 indicators such as postal business income and access rate of express delivery services in established villages. It is estimated that by 2025, the express delivery business will exceed 654.38+050 billion pieces. Accordingly, according to the preliminary calculation of the compound annual growth rate from 2020 to 2025, the express delivery business volume in 2027 is about 654.38+0897 billion pieces.
According to the "14th Five-Year Plan" development plan of the postal industry, it is estimated that by 2025, the annual business income of the postal industry will exceed10.8 trillion yuan, the average daily service users of the postal industry will exceed 900 million, and the express delivery business income will exceed10.5 trillion yuan. Accordingly, according to the preliminary calculation of the compound annual growth rate from 2020 to 2025, the income of express delivery business in 2027 is about 654.38+085.73 billion yuan.
2. Forecast of industry development trend: deepening competition, sinking layout, making efforts internationally and green express delivery.
In the future, the competition in the express delivery industry will deepen and the ecological evolution of express delivery will accelerate; Incremental expansion, accelerating the sinking market layout; Make international efforts to set the direction for meeting the challenges; Green safety is still a prerequisite for high-quality development.
For more research and analysis on this industry, please refer to the Analysis Report on the Development Prospect and Investment Strategic Planning of China Express Industry by Forward-looking Industry Research Institute.