Recently, the domestic express delivery industry's "anti internal competition" campaign has continued to expand. The reporter learned that since mid September, multiple express delivery companies in Shanghai, Liaoning, Hunan, Anhui and other places have concentrated on price adjustments, becoming another group of areas with price increases after core express delivery regions such as Guangdong and Zhejiang. The focus of competition in the express delivery industry is shifting from price wars to service value. There is still room for price increases before Double Eleven. Recently, several express delivery companies such as Zhongtong, YTO Express, Yunda, and Jitu have issued customer notices stating that they will raise express delivery prices in Shanghai starting from September 22nd. On September 15th, several express delivery companies also issued price increase notices, stating that starting from September 20th, the receiving prices in Liaoning region will be adjusted upwards based on the company's costs, and all inventory orders will be compensated for the price difference. In addition, Hunan, Anhui, Jiangxi, Hubei, Fujian and other regions announced price increases for express delivery from the end of August to mid September, with overall price increases ranging from 0.1 yuan to 0.4 yuan per order. Some regions also set minimum prices for express delivery per order. This round of price increases in the express delivery industry is a continuation of the price increases in core areas of express logistics such as Guangdong, Zhejiang, and Jiangsu in early August. In early August, Guangdong announced that the minimum price for express delivery would be increased by 0.4 yuan per shipment. According to the requirements, the receiving price of each enterprise must not be lower than the cost price of 1.4 yuan. Zhejiang also announced a tiered increase in express delivery prices during the same period. Currently, the express delivery prices in Yiwu have been raised by 0.2 yuan/ticket, and in Hangzhou, the increase per ticket is between 0.3 yuan and 0.5 yuan. Industry insiders told reporters that it is expected that there will be an upward adjustment of 0.15 yuan to 0.2 yuan per ticket for express delivery prices in Zhejiang before the Double Eleven shopping festival. On July 29th, the State Post Bureau held a symposium for express delivery companies, attended by relevant personnel from express delivery companies such as Zhongtong, YTO Express, Yunda Express, Shentong Express, and Jitu Express. The key topics of the symposium include: governing the "internal competition" of the industry in accordance with laws and regulations, strengthening the rectification of prominent problems such as illegal charges for receiving express parcels in rural areas, and promoting high-quality development of the industry. Subsequently, multiple express delivery associations also issued initiatives to resist "internal competition" and maintain a fair competition order. According to the industry insiders mentioned above, more than 10 regions across the country have launched the "anti involution" campaign, showing an overall trend of expanding from e-commerce package concentration areas such as Guangdong and Zhejiang to Central China, North China, and Northeast China. Under the coordination of relevant departments or associations, various express delivery companies reduce low price competition by controlling their market share and implementing relatively unified price increase strategies. The overall volume of branch orders remains stable. According to data released by the State Post Bureau, in the first half of 2025, the cumulative volume of express delivery services in China reached 95.64 billion, a year-on-year increase of 19.3%; The cumulative revenue of express delivery business reached 718.78 billion yuan, a year-on-year increase of 10.1%. This means that the average price of a single express delivery service in the first half of 2025 is 7.52 yuan, a decrease of 7.7% compared to 8.15 yuan in the same period of 2024. Lin, the person in charge of a certain express delivery outlet in Yiwu, said to reporters that in the first half of this year, the price war in the express delivery industry started early, had a wide scope, and was intense, with a cumulative decrease of over 0.1 yuan/ticket in port delivery fees. In addition, the competition among express delivery companies in the Yiwu region has always been fierce, and some weaker branches may encounter difficulties in cash flow and other situations. The instability of site operations and personnel has also resulted in a poor customer experience, which in turn has an impact on the reputation of the entire express delivery industry. Several frontline practitioners have expressed that in e-commerce gathering areas, the price of express delivery tickets is still lower than the cost, and there is a situation of price inversion. It is expected that this round of express delivery price increases will be implemented step by step according to the actual situation in various regions, but the intensity will not have a significant impact on customers. Since the price increase one month ago, the order volume of the branch has remained relatively stable. The revenue of the branch has significantly increased, achieving timely hemostasis and loss reduction. ”Lin Fang said, "For the price increase in the express delivery industry, there will definitely be a process of understanding and acceptance for merchants and customers. The express delivery prices will increase to a certain extent in the second half of each year compared to the first half. As long as the overall prices in the national express delivery market remain consistent, there will not be too much change for customers." From the August business data released by SF Holding, YTO Express, Shentong Express, and Yunda Co., Ltd., it can be seen that since the current round of "anti involution" action in the express delivery industry, the monthly revenue of the four listed express delivery companies has increased year-on-year, and the overall order volume is stable. But except for Shentong Express, the single volume growth rate of the other three companies is still faster than the revenue growth rate, and the single ticket price is still declining. According to a research report by Zhejiang Securities, based on calculations, the regions that have announced price increases for express delivery currently account for over 80% of the national market share in the express delivery market. Since the "anti internal competition" campaign, the prices of express delivery in August have slightly recovered, and the trend of unit price recovery in September is expected to further expand. With the upcoming autumn and winter peak season of the express delivery industry, delivery fees are expected to increase, and the price increase has a certain degree of sustainability, which can support express delivery prices. We believe that the industry will approach pricing issues rationally, and price wars will only harm the entire industry. ”Lai Meisong, Chairman of Zhongtong Express, stated at the semi annual performance briefing that the current focus of competition among express delivery companies has shifted from price to quality and differentiated products and services. The regulatory environment supports reasonable competition, but the direction of curbing vicious price wars below cost pricing is clear. Experts point out that the promotion of "anti involution" in the express delivery industry will not be achieved in one step, and there will inevitably be a certain adaptation stage in the process. Merchants need to change their excessive reliance on low prices and break away from the inherent development model of "exchanging price for quantity"; Regulatory authorities need to establish a more sound supervision and punishment system, balance the interests of express delivery companies and small merchants, and prevent the "anti involution" of express delivery from becoming empty talk on paper. In addition to price increases, multiple companies have also promoted the industry's shift from "price orientation" to "value orientation" by enhancing the value of their services and focusing on employee welfare, achieving high-quality development of the express delivery industry in the long term. The person in charge of Jitu told reporters that in the long run, express delivery companies can and can only solve the contradiction between "increasing single ticket revenue" and "maintaining market share" by enhancing service value. Enterprises should make customers feel that cooperating with express delivery companies can improve the logistics and service ratings of their stores on the platform, with fast collection, stable transit, and timely delivery at the site, shifting customers' focus from simple price to service. In terms of employee protection, the person in charge told reporters: "Jitu guarantees direct delivery fees to couriers through the 'Network wide Algorithm and Labor Rules Agreement', and the delivery fee per order is not less than 25% of the franchisee's average delivery income, effectively improving the stability of the terminal and employee enthusiasm