Data analysis of the express delivery industry in the second half of 2024 shows that, overall, the volume of express delivery business has maintained a steady upward trend. Here are some key data points:

Business volume growth: According to the forecast, in the second half of 2024, the express business volume is expected to maintain a high year-on-year growth rate, possibly in the range of 7% to 15% or even higher. This growth was mainly due to strong e-commerce demand and the rapid development of live streaming e-commerce, which contributed to a large number of small parcel delivery demand and return item demand.

Industry price: Although the volume of express delivery business is growing rapidly, price competition is still fierce. The data in the first quarter show that the express single ticket income declined quarter-on-quarter and year-on-year, and the average single ticket income has a significant downward trend. This reflects that while the industry is pursuing market share, it is also facing pressure from cost control and price competition.

Company performance: Among express delivery companies, Yunda's business volume growth rate again exceeds the industry average and is in a leading position, and its future marginal changes are still worthy of attention. In addition, Shentong continues to optimize its operations and service quality to enhance its market competitiveness. Sf Express experienced 12 consecutive months of year-on-year decline in single-ticket revenue in 2023, showing the challenges the company faces in cost control and marketing strategies.

Development trend: Express logistics, as an important link connecting thousands of cities and industries, smooth supply and demand at both ends, is the "barometer" of economic development. With the further development of e-commerce and live e-commerce, the express delivery industry will continue to maintain rapid growth. At the same time, the industry will also face more opportunities and challenges, such as improving service quality, optimizing logistics networks, and reducing operating costs.

In short, the express delivery industry in the second half of 2024 has shown some remarkable characteristics in terms of business volume growth, price competition, company performance and development trends. For express delivery companies and industry practitioners, it is necessary to pay close attention to market dynamics and changes in consumer demand, and formulate reasonable development strategies and market strategies to cope with future challenges and opportunities.